This seminar forms part of the 2019 Funds CPD Seminar Series – a series of 10 CPD seminars, which take place throughout 2019.
The 2019 Funds CPD Seminar Series provides essential updates for Funds professionals, delivered by industry recognised experts. This series will comprise 10 monthly seminars of 60 minutes, inclusive of a 15-minute Q&A, covering a wide range of topics.
Professionals working in the funds sector
13:00-14:00 (Registration from 12:45)
Venue: Jersey International Business School
Russell Waite, Investment Director at Affinity
|Russell has direct responsibility for building and implementing the investment strategies available to clients of Affinity.
A Chartered Fellow of the Chartered Institute for Securities and Investment, Russell was formerly Head of Investments for a private bank, where he worked for 11 years, and prior to this was an Assistant Director at SG Hambros. He moved to Jersey in 1991, having completed a Lloyds Bank graduate training programme, and worked for the bank developing their client base in the UK, Europe and southern Africa.
Russell was recently awarded the Sustainable Investment Professional Certification, by Concordia University, Canada. He is an ocean lover and a firm believer corporate citizenship will prove an effective force in addressing global inequality.
Ben Stott, Managing Director at Affinity
|Ben has overall management responsibility for Affinity’s investment business. Ben is also a member of the Investment Committee, drawing on his expertise as a CFA (Chartered Financial Analyst) Charterholder
He previously oversaw the development of intermediary and institutional relationships for a boutique private bank. He also ran an investment team for a global trust company and provided financial consultancy to expatriates in central Europe.
Most of Ben’s spare time is spent with his young family, although he also enjoys sport – playing and spectating football and golf. Given the choice, Ben would prefer to meet clients on the ski slopes.
Julia Warrander, Investment Director at Affinity
|Julia has responsibility for the structuring and on-going management of Affinity clients’ discretionary investment portfolios.
Prior to settling in Jersey in 2008, Julia was an Executive Director with Goldman Sachs in London, Singapore, Hong Kong and New York within their Fixed Income, Currency and Commodities Division. An Oxford University graduate, she joined Citibank in 1990, and subsequently moved to Deutsche Bank as a senior trader. Most recently Julia oversaw the Jersey private client team for an offshore private bank and managed their global bond strategy.
Julia is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds the Investment Management Certificate.
A passion for most things Italian (in particular the food, wine and her husband); prior to having her two fabulous children, Julia enjoyed tennis, skiing, sailing, Pilates and design. She still cuts shapes on the dance floor from time-to-time.