Better Business
Virtual Panels

23rd April @ 14:00, 11th June @ 10:00 and 2nd July @ 10.00

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Speakers

Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Tuesday 23rd April: North America - 14:00 to 14:45

Stuart Ryan

Moderator
Stuart Ryan | Head of Research | RSMR

Stuart graduated from the University of Wales Swansea with a degree in Law and commenced his career in finance in 2004 at HSBC in Canary Wharf. He has gained wide range of experience in finance ranging from investment management and investment banking to financial trading and market making. Prior to joining RSMR, Stuart worked for over 6 years at London based IFA Holden & Partners as Investment Manager leading the in-house investment team. This included portfolio construction (including SRI & ESG portfolios), investment research, conducting face-to-face meetings with both fund managers and clients and being a member of the internal investment committee. Stuart is a Chartered Fellow of the CISI and holds the Chartered Wealth Manager (level 7) qualification. Additionally, he holds the IMC and the CII Diploma in Financial Planning.

Ben James

Ben James | Investment Specialist Director, Baillie Gifford

Ben is an investment specialist for our US Equity Strategy and Scottish Mortgage. He is also a member of the US Equity Product Group. He joined Baillie Gifford in July 2015. Before his career in finance, Ben was an Infantry Officer in the British Army for eight years. During his service, he completed two combat tours of Afghanistan. Prior to this, Ben spent four years working as a professional musician. Ben graduated with a Masters in International Development focusing on sustainable investing and a BMus (Hons) in Music, both from The University of Birmingham.

Christopher Berrier

Christopher Berrier | Portfolio Manager, Brown Advisory

Christopher Berrier has been the Portfolio Manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth Strategy since inception. Prior to joining the firm in 2005, Chris was a Senior Equity Analyst at T. Rowe Price, covering multiple sectors with a primary focus on Small- and Mid-Capitalization Growth Companies.

James Norungolo

James Norungolo | Investment Specialist, US Equities, T. Rowe Price

James Norungolo is an investment specialist in the U.S. Equity Division. He covers the full range of equity strategies, working closely with portfolio managers, portfolio specialists, and portfolio analysts to bring their insights and outlooks to clients, consultants, and prospects in North America. James's investment experience began in 1989, and he has been with T. Rowe Price since 2019, beginning as an investment specialist in the U.S. Equity Division. Prior to this, James was employed by U.S. Bank Wealth Management as a vice president for Manager Research and Due Diligence. In his career, James has managed institutional domestic fixed income portfolios and held client portfolio manager and relationship manager roles representing equity, fixed income, and multi-manager  strategies. James earned a B.A. in philosophy from the University of Virginia. James also has earned the Chartered Financial Analyst® designation.

John Bailer | Newton Investment Management

John Bailer | Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management

John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee.

We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.

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