Fulcrum Asset Management "Back To Basics" Investment Conference

Matthew is Head of Fulcrum Alternative Solutions, a team established to solve some of the historical challenges associated with investing in Alternative asset classes for pensions schemes (particularly DC), endowments & foundations and wealth managers. He is also Chair of Fulcrum's Responsible Investment Committee. Before joining Fulcrum in 2018 to run Fulcrum Alternative Solutions, Matthew had been a Portfolio Manager for the Towers Watson Partners Fund since 2014 and before that a manager researcher in fixed income, hedge funds and other alternatives since 2005. Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charterholder since 2009.

Gavyn is a Founder and the Executive Chairman of Fulcrum. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M. Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford.

Suhail is Fulcrum’s Chief Investment Officer and an executive on the Management Board. He joined Fulcrum in 2005 and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. Prior to joining Fulcrum, Suhail spent five years in the Investment Management Division at Goldman Sachs, focusing on macro asset allocation. Suhail has a BSc in Management from the London School of Economics & Political Science (2000) and he has been a CFA charterholder since 2003.

Fawaz Chaudhry joined Fulcrum in 2017 and, as Head of Equities, is responsible for building the firm’s equity capability. A key member of the broader investment team, Fawaz is also the lead portfolio manager for the thematic and climate solutions strategies. Prior to joining Fulcrum, Fawaz spent over fifteen years developing his long-term, thematic investment approach, including at Hadron Capital and Moore Capital.

Daniel joined Lansdowne Partners in April 2006 and is the Portfolio Manager for the European Long Only Strategy.

Prior to joining Lansdowne, Daniel worked for five years in the Pan-European telecoms services equities research team at Dresdner Kleinwort Wasserstein which was ranked 1st in the 2005 Extel Survey.

Daniel is a British national and holds a Master’s degree with distinction in Information Technology and a first class honours for his bachelor degree in Mechanical Engineering with Mathematics from the University of Nottingham. Daniel is a Chartered Financial Analyst. In his free time, Daniel enjoys spending time with his two daughters and is an avid long-distance runner.

Michele co-founded Bridges alongside Philip Newborough and Sir Ronald Cohen in 2002 and was Co-CEO alongside Philip Newborough from 2019-2024. Michele became CEO in summer 2024 and oversees all Bridges’ investment activity across our platform of funds, as well as strategy, operations, people and all other aspects of the business.

Michele has played a leading role in the growth of the sustainable and impact investing sectors in the UK and worldwide. She was an adviser to the UK Treasury’s Social Investment Task Force in 2000 and chaired the Community Development Finance Association from 2003-2005. She chaired the UK National Advisory Board on Impact Investing (part of the Global Social Impact Investment Steering Group) from 2016-18, chaired a Global Working Group on Policy for the G7 Impact Investment Taskforce, and sat on the BVCA Council. She served as a Non-Executive Director on the board of CDC (now BII), the UK Government’s Development Finance Institution, from 2014-2022. Michele was also a Trustee for the Bridges Impact Foundation from 2018-2024. She is currently on the Board of GSG Impact.

Michele has over 30 years’ experience in sustainable and impact investing and international development finance, having previously worked with International Finance Corporation, the private sector financing arm of the World Bank Group, and with Shorebank Corporation, one of the leading community development banks in the USA, where she ran small business lending programmes in Russia, Central and Eastern Europe, and advised on microfinance in Bangladesh, the Middle East and Mongolia.

Michele has a BA Honours in Politics, Philosophy & Economics from Oxford University and an MBA from Georgetown University, Washington, DC. She was awarded an OBE for services to international development and social finance in the 2018 Queen’s Birthday Honours list.

Duncan Johnson is CEO of Northern Gritstone and a non-executive director of Sackville Capital Limited.

From 2011-2021 Duncan was the Head of Caledonia Private Capital, the private capital arm of Caledonia Investments plc, a FTSE 250 listed investment trust. Prior to leading Caledonia Private Capital, Duncan was a founding partner at RJD Partners having started his investment career at Royal Bank Development Capital. He initially trained as a chartered accountant with the insolvency arm of PwC. 

David is a Head of Portfolio Management within Fulcrum Alternative Solutions and is a member of the Fulcrum Alternative Solutions Investment Committee. Previously he worked as a Director at Time Partners Investment Advisory, before which he worked alongside Matthew Roberts as a Portfolio Manager at Willis Towers Watson. David holds a BSc in Chemistry from the University of Surrey. He has been a CFA charterholder since 2016.

Matthew is Head of Fulcrum Alternative Solutions, a team established to solve some of the historical challenges associated with investing in Alternative asset classes for pensions schemes (particularly DC), endowments & foundations and wealth managers. He is also Chair of Fulcrum's Responsible Investment Committee. Before joining Fulcrum in 2018 to run Fulcrum Alternative Solutions, Matthew had been a Portfolio Manager for the Towers Watson Partners Fund since 2014 and before that a manager researcher in fixed income, hedge funds and other alternatives since 2005. Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charterholder since 2009.

James Stewart, Head of Investment Manager Research at XPS Group. His role co-ordinating and overseeing the research of funds and investment managers at XPS provides valuable insights for institutional investors, including innovative products and solutions available, as well as industry and regulatory changes. In addition to his research responsibilities, James advises a number of clients with appointments that cover a range of shapes and sizes, including UK DB and corporate appointments, for schemes ranging from £30m through to £1bn+ in assets under advice. 

Helen currently serves as an Independent Board Member for Nest Corporation supporting millions in the UK save for their retirement. She is also a Non-Executive of InvestAcc Holdings Ltd, a specialist SSIP and SSAS administration business as well as being Chair of the Investment Committee and Trustee for DHL (UK) Foundation. She is also a special advisor to Catella APAM's real estate investment fund. Helen previously served as Chair of the Pension SuperFund (PSF) Holdings and PSF Sponsor boards and was a Trustee for the Rifles Museum Regimental Trust. Prior to this Helen's executive roles spanned over 30 years in the pensions and investment industry, initially working in fixed income capital markets with Hambros, iBJ International and Credit Lyonnais, followed by an extensive career in institutional asset management working for several global investment firms including Deutche Asset Management, Invesco Perpetual, AllianceBernstein and State Street Global Advisors.

Joe was a founding employee of Fulcrum in 2004, and prior to becoming Managing Partner in 2022, he spent 18 years as the firm’s Chief Operating Officer; managing the teams responsible for risk management, execution trading, operations and compliance. Prior to Fulcrum’s launch, Joe worked for four years at Goldman Sachs Investment Management, and previously within the Investment Management Division of Schroders from 1998 to 2000. Joe graduated from Warwick University (1997), received his MSc in Organisational Behaviour from the University of London (2003), and has been a CFA charterholder since 2008.