Rising valuations. Evolving technology. Shifting geopolitical sands. In an uncertain world, it's time to see the way forward.
CFA UK’s Annual Investment Conference 2026 holds the most important investment topics of today up to the mirror. From keynote speakers, CIO and asset owner panels and four breakout sessions ranging from AI to private markets, we’ll show you how the decisions you make reflect on the world around you – so you can find your path forward before the competition can.
You can join us at the CFA UK Annual Investment Conference 2026 for free when you become a CFA UK member.
Apply today and check your eligibility to book your free place, get access to exciting events all-year round, and make new connections for your career and beyond.
Confident investors from across the industry are joining us to share how they’re handling today’s investment landscape – so you can discover new ways to thrive.
Hear what CIO's like Helen Jewell, CFA, BlackRock and Yves Choueifaty, Tobam are really thinking when they make their decisions, dive deep into AI with Dan Philps, CFA, Rothko and decipher digital assets with Joy Adams, Deutsche Bank. And, at the start and the end of our Conference, enjoy keynote talks from world-famous speakers to be revealed soon!
Anna leads the investment team that invests and manages our portfolio with Jeremy Rogers. She is a member of the Investment Committee and Executive Committee. She joined Better Society Capital in 2012. Over the past ten years, she has helped shape BSC’s strategy and make investments which have grown the UK social impact investment market twelve-fold to almost £11bn. Within this, she led on developing a number of segments of this market including social property funds, blended finance, place-based investment and community finance. Prior to joining, Anna had over ten years of experience in investment and strategy, working in Merrill Lynch’s Financial Institutions Group. She was a Board member of Charity Bank between 2014 and 2022 and is now a member of Access’ Blended Finance Investment Committee and the Local Access Blended Investment Committee.
Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. With more than 20 years of experience as a systematic portfolio manager, he has built and led investment strategies that integrate advanced AI approaches with deep investment expertise. Previously, Philps was a senior portfolio manager at Mondrian Investment Partners, where he played a key role in developing systematic global credit and securitised bond strategies, pioneering machine learning approaches to enhance credit selection and portfolio performance. Earlier in his career, he designed and developed trading and risk models at several leading global investment banks.
Philps holds BSc (Hons) from King’s College London and a PhD in Artificial Intelligence and Computer Science from City, University of London, where his research focused on memory-augmented deep neural networks and their effective application to security selection. He is a CFA charterholder and a member of the CFA Society of the UK. In addition to his role at Rothko, Philps is co-leader of AI Research at the Gillmore Centre for Financial Technology at Warwick Business School and an honorary research fellow at the University of Warwick, where he advances research on AI in investment management.
Danny is the Co-Founder of Colesco and serves as its Chief Executive Officer and Chief Investment Officer. He also chairs both the Managing Board and the Investment Committee.
Within Colesco, Danny’s primary deal focus lies with the UK based PE sponsor community and at a firm level investment management oversight, executive HR, general management, compliance, legal, and risk management.
Danny has almost thirty years of experience in debt origination and execution. Prior to establishing Colesco, he was Global Head of Leveraged Finance and Sponsor Origination at Rabobank. He held several other notable positions at Rabobank such as Head of Sponsor Origination, Head of Leveraged Finance Origination (Europe), and executive director positions involving the execution of leveraged finance transactions and coverage of large cap companies. Danny started his career as a strategy consultant in the Rabobank Group Strategy and E-commerce teams.
Danny holds an Executive MBA from IMD and an MSc in International Finance from the University of Amsterdam.
Greg B Davies, PhD, is a globally recognised expert in behavioural finance, decision science, and the use of technology to support better long-term decisions. He helps individuals and organisations by aligning what is financially right with what is emotionally comfortable, supported by tools that make decisions clearer and easier to sustain.
In 2006, Greg founded the first behavioural finance team in global banking as Head of Behavioural Quant Finance at Barclays. He is now Head of Behavioural Finance at Oxford Risk, where he leads the development of behavioural tools, financial personality profiling, and AI-driven systems that improve decisions at scale.
He holds a PhD from Cambridge, has lectured at LSE and Imperial, and spoken on six continents for leading banks, hedge funds, regulators, and family offices.
Greg is co-author of Behavioral Investment Management and creator of two online courses: The Art of Behavioural Investing and Behavioural Data Behind Financial Decisions. He is also the host of Pour Better Decisions, a CPD-certified behavioural wine tasting event that combines live psychology experiments with the science of better choices.
Helen Jewell, CFA, is the International CIO for BlackRock Fundamental Equities (FE). Prior to this this role, Ms. Jewell was Global Director of Research for FE, systematically connecting BlackRock’s investors and developing the use of alternative data in investment processes.
Before joining BlackRock, Helen was Deputy Director of Research at Goldman Sachs. Ms. Jewell earned a BA degree in Mathematics from Oxford University.
Joe joined Border to Coast Pensions Partnership in January 2023 and leads its 100+ strong investment, research, and responsible investment team. He has extensive investment experience on behalf of pension schemes, formerly as Managing Director Head of Portfolio Solutions at Neuberger Berman, where he focused on designing and overseeing multi-asset mandates, engaging with strategic partners and identifying solutions for clients. Previously he spent ten years managing LGPS clients at Morgan Stanley Investment Management, as well as roles managing the internal asset management business for Shell and IBM’s pension funds. Joe is Trustee and member of the Investment Committee of Great Ormond Street Hospital Charity.
Joy Adams is a results-driven executive with over 20 years of experience spanning finance, technology, public policy, and strategic communications. She has a proven track record of leading large-scale projects and driving significant operational and cultural transformations. Currently, she serves as the Chief Operating Officer for Digital Assets Transformation at Deutsche Bank in London, bringing expertise in digital innovation, cybersecurity, and regulatory compliance to the financial services industry.
Prior to this, as Head of Information Security Business Advisory, Joy oversaw a multi-million-pound business unit budget and managed a wide-ranging portfolio of strategic projects. She was instrumental in a major Google Cloud transformation, successfully aligning over +500 key stakeholders and control owners. She also conceived and led a global awareness campaign that reached approximately 12,000 individuals, driving a 150% increase in internal data sharing platform adoption.
Joy was an "Intrapreneur" at Deutsche Bank, one of 40 individuals chosen from over 400 applicants. She co-founded a startup within the organisation and secured €75,000 in funding after successfully pitching to the Bank’s CEO and Management Board. This experience honed her ability to apply design thinking and agile "lean start-up" methodologies to innovate new business models.
Earlier career highlights include a role as Head of Internal Communications for Europe at Travelers UK, where her efforts resulted in 92% of employees feeling they had enough options for information within just eight months. At Deutsche Bank, she was the editor of a daily briefing for over 4,000 employees. In the public sector, she managed a $2 million portfolio of Community Development Block Grants for the City of South San Francisco and increased returning online users by 119%.
Joy holds a Master's in Public Policy from Harvard Kennedy School and a B.A. in Political Science from Point Loma Nazarene University. A dedicated lifelong learner, she is a Certified Information Security Manager (CISM), has completed the Oxford Fintech Programme, and is a Money 20/20 Rise Up alum. Her commitment to her community is demonstrated through her volunteer work as a Patron for the Serpentine Galleries and the Victoria and Albert Museum.
As Managing Director, Responsible Investment at the Church of England Pensions Board, Laura is responsible for leading and overseeing stewardship, responsible investment integration, and policy engagement on sustainability issues.
Her experience spans nearly two decades of work across banking, insurance and investment focused on climate, nature, human rights and governance issues. She previously served on the Steering Committee for Climate Action 100+ and led the rollout of the initiative in Australia in its inaugural phase. She currently serves on the board of the Institutional Investors Group on Climate Change and chairs its corporate engagement programme.
Laura holds a Master of Studies in Sustainability Leadership from the University of Cambridge where she focused her research on mobilising institutional investment in climate finance.
Shelley Morrison leads the strategy for Fund Finance at Aberdeen Investments, investing institutional capital into fund finance loan facilities. She has extensive experience in the origination, structuring and execution of fund level debt facilities across multiple asset classes. She has been with Aberdeen since 2019. Before joining Aberdeen, Shelley was a Director in the Fund Finance team at RBS for 6 years. Prior to that, she worked in structured asset finance at RBS and Lloyds for 10 years, with a focus on commercial ship finance. Shelley holds the both the IMC and CISI certificate in Corporate Finance and the CFA Certificate in ESG Investing. Shelley sits on the Fund Finance Association EMEA Executive Committee and Women in Fund Finance Committee. Shelley received a first class MA (honours) degree in Geography and an MSc in Social and Political Theory, both from the University of Edinburgh.
Will became Chief Investment Officer in September 2025 having formerly been Head of Fixed Income and Private Assets. Will joined Royal London Asset Management in October 2023.
Previously, Will was at M&G Investment Management for 19 years, latterly as CIO, Private and Alternative Assets, responsible for managing global teams investing in private debt, property, and private equity as well as other businesses. Will has also worked at Henderson Global Investors, Cazenove & Co and the civil service.
Yves Choueifaty is the founder of TOBAM (Think out of the box Asset Management) and the creator of the Maximum Diversification® and LBRTY™ approaches. TOBAM also launched the world first open-ended fund invested in Bitcoin in 2017. Before founding TOBAM in 2005, he was the CEO of Credit Lyonnais Asset Management (CLAM) and held senior roles in investment management and financial engineering. Yves is a strong advocate for human rights and a recognized leader in asset management, earning awards such as "CIO of the Year" in 2015 and "Asset Management Leader of the Year" in 2016. He is also a board member of the Saint-Joseph University foundation in Lebanon, a board member of the MIDEL (Association of Lebanese businessmen and women) . He is a member of the Paris Committee of Human Rights Watch since 2019.MrChoueifaty graduated from ENSAE and is a mathematician by training.
Ben Ashby is the Chief Investment Officer of Henderson Rowe, the European subsidiary of Rayliant Global Advisors. Ben also serves as Head of Fixed Income for Rayliant itself.
Previously, Ben was a Managing Director with JPMorgan’s Chief Investment Office, which handles the Group’s own investments.
He is also a board member of the Centre for Financial History at the University of Cambridge, and he co-hosts the CFA UK’s “Future Proofing Finance” podcast.
Ben regularly appears in the media and has published articles for Bloomberg, Nikkei and Citywire, amongst others.
Hear what the investment industry is really talking about. From an opening keynote on the current geopolitical landscape and expert sessions on the topics that matter, to panel discussions with CIOs and asset owners on the challenges they’re facing, you’ll get genuine insight from industry leaders – helping you take the lead on your strategy.
Knowledge is power – so get more of it in our breakout sessions. You can choose which of our four key sectors you dive deeper into, with talks that take your knowledge further on each subject. From the rise of AI and private markets to the value of fixed income and sustainable investing, you’ll have the power to tackle each with confidence.
You’ll also have the chance to meet new people from across the industry at our networking roundtables. They’re a quick, supportive way to help you break the ice and make new connections that could boost your career. Make sure you stop by one during the day - you never know who you might meet.
You need support to invest with confidence – and to host a great Conference. CFA UK is looking to partner with firms from across the industry to help bring this exciting event to life.
We are CFA Institute. We believe the best minds can change the world and that’s why, for over 75 years, we’ve given professionals the opportunities and support to lead the finance industry, ultimately protecting investors, markets and society.
Because the future of finance depends on the standards of the professionals ready to lead it.
Want to sponsor this event? Get in touch with CFA UK via outreach@cfauk.org or find out more about becoming a partner with us.
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