Discretionary Fund Manager – Close Brothers Asset Management
Weixu Yan, Investment Manager
Weixu worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010. He now heads up ETF research at Close Brothers Asset Management while managing the Close Tactical Select Conservative, Balanced and Growth Portfolio Funds as well as the Close techMARK fund. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums.
Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.
Broker – HSBC Global Banking and Markets
Steve Palmer, Director, ETF Sale
Steve has been involved in ETFs since 2005 when he managed the ETF trading desk at ABN Amro. Since then he has established and managed the ETF Market Making business at Mako in 2012 before joining HSBC in 2016 to manage the ETF Sales team. Steve’s team at HSBC works with clients to understand their ETF needs, before advising and delivering high quality trade execution.
Tom Garland, Associate, Equity Finance & Delta One Sales
Tom works in the Equities division of HSBC Global Markets in London, where he covers large institutional and hedge fund clients for Delta One products including ETFs. Prior to joining HSBC, Tom spent 3 years at Barclays Wealth & Investment Management in London and Hong Kong. Tom has a BA from Durham University, an MBA from UC Berkeley, and is a CFA Charterholder.
Exchange – London Stock Exchange
Lida Eslami, Head of ETPs Business Development, London Stock Exchange
Lida Eslami is Head of ETPs Business Development at London Stock Exchange. She is responsible for developing the Exchange’s ETP offering, working with both issuers and market makers. Prior to joining the Exchange in 2011, Lida worked at Deutsche Bank's ETF structuring and sales team and Fixed Income portfolio management team at Alliance Bernstein. She holds Executive MSc in Finance from London School of Economics & Political Science and BSc in Banking and International Finance from Cass Business School, London.
Platform – Novia
Bill Vasillef, CEO Paul Boston, Director of Sales
Bill Vasilieff is the Chief Executive Officer and one of the founders of Novia and Novia Global. Prior to setting up Novia he was one of the four founding directors of Selestia where, having joined in 2001, he spent six years in the role of Marketing Director. Selestia was one of the earliest and most successful fund platforms in the UK. Before this role he was at fund manager M&G where he spent eight years, ending in the role as executive director in charge of product development. Bill believes that, "The investment market for customers and advisers is changing, and Novia is a key proponent in the drive towards transparency and a good deal for the customer. Together with our commitment to first class customer service and our independence of any product provider, Novia stands out as a full wrap provider with a difference".
Paul Boston, Director of Sales
Paul is one of the three founding directors of Novia Financial. In the 7 years since launch, the business has attracted in excess of £4.5 billion sales and hit profitability 3 years after launch. In this period Novia was also responsible for the development of the AEGON wrap. This experience has been extended to the recent launch of our new multi-currency, offshore platform, Novia Global. Novia Financial was created out of a genuine desire to put the client at the head of the food chain, and every Novia development starts with the question "how will this enable the client to achieve the best possible outcome from the investment decision they make"?
Prior to this Paul spent 7 years helping launch the Selestia platform which latterly became the Skandia platform. Whilst there, Paul helped project manage a large number of IFAs making the transition from traditional transactional selling to relationship based financial advice with the aim of increasing business values, reducing unit cost and mitigating business risk.
Index Provider - S&P Dow Jones Indices
Tim Edwards, Senior Director, Index Investment Strategy
Tim Edwards is Senior Director of Index Investment Strategy for S&P Dow Jones Indices (S&P OJI). The group provides research and commentary on the entire S&P DJl's product set, including U.S. and global equities, commodities, fixed income, and economic indices.
Prior to joining S&P Dow Jones Indices, Tim worked at Barclays Capital, where he had global responsibility for product development of exchange-traded notes across all asset classes, covering commodities, volatility, foreign exchange, fixed income and emerging markets.
Tim holds a PhD in mathematics from University College London.
Shaun Wurzbach, Managing Director, Financial Advisor Channel
Shaun Wurzbach, Managing Director at S&P Dow Jones Indices (S&P DJI), is responsible for financial advisor channel management globally. The financial advisor channel focuses on increasing financial advisors’ awareness of and preference for index-based solutions.
Shaun joined S&P DJI in 2007 as head of the program management office, where his goal was to improve operational efficiency, new index design and costing procedures, and to link effective change management to S&P DJI’s index calculation engines. Shaun was then asked to lead the New York and London-based index calculation teams in 2008, culminating in a reorganizational effort that resulted in a combined, international index analysis and production group.
Prior to joining S&P DJI, Shaun was a U.S. Army officer with over 20 years of active duty service including combat operations as a reconnaissance platoon leader in Desert Shield and Desert Storm. Shaun was awarded the Bronze Star Medal and the Legion of Merit.
Shaun has a master’s degree from the University of Chicago Booth School of Business, and a bachelor’s degree from The United States Military Academy at West Point. Shaun is Co-President of VALOR (Veterans and Leaders for Organizational Results), an S&P Global employee resources group.