Lucy Walker

Lucy Walker | Sarasin & Partners

Lucy is Head of Third Party Funds at Sarasin & Partners. She joined the firm as a fund analyst in 2011, became a fund manager in 2012 and was promoted to head of the team in 2016.

Lucy manages £300m in a range of multi-asset portfolios and advises on £1.8 billion of assets in third party funds.

Prior to joining Sarasin, she worked in the multimanager team at HSBC Global Asset Management.

Lucy has a BSc Economics and is a CFA Charterholder.

She lives in East London with her husband and their young son.

Erika Oteri

Erika Oteri | Bloomberg

Accomplished and energetic sales management professional with over 15 years of experience. Successful in delivering sustainable revenue and profit gains in competitive markets. Well-versed in leading staff and mentoring with experience instilling motivation and dedication.

I have a versatile skill set with various experience in sales, customer service and product management in private and public organization. In the past I have worked both in public organizations like Lombardia Regional Government, NGOs in Milan, UN in Geneva and in private investment companies like AXA Investment management after finally landing in the fin-tech sector, where I am currently developing my career since 2007.

Recognized analytical and problem-solving skills, I define myself as a self-starter and self-learner with distinctive communication skills, drive to succeed and a constant will to learn and acquire new skills. I speak several languages ( Italian, French, Spanish, Dutch and a bit of Chinese) and I have always been involved and supported community-based events and causes where I believe I can contribute to the achievement of the greatest good. I am co-leading the Bloomberg Women community and my focus is to develop effective partnerships with local charities and organizations to support events on gender-awareness, relationship-building and career development opportunities to encourage women to be leaders in technology and share their passions with people in need.

Currently, I am responsible for the FX and Corporations advanced team in the Analytics desk in Bloomberg. As a team leader, I take pride in diversity and inclusion and in bringing out the best of people and set them to success. I am always striving to bring 100% to the work that I do and my goal is to build a strong and over-achieving team where team work is the key to success. As a result I have been selected for Leadership excellence course in 2017 for my company globally.

Paris Jordan

Paris Jordan | Sanlam FOUR

Paris joined the investment industry in 2012 after graduating university with an upper second-class honours degree in Politics, Philosophy and Economics. She joined Fidelity Investments as a Broker Service Associate and worked with financial advisors providing them assistance with their client accounts. After working with her team for eight months, she was promoted to work with Fidelity’s key advisor accounts, as the company recognised her strong service skills. During her time in a customer service role, she received three platinum awards for service, a feat which had never been achieved before. After another eight months, her manager recommended her for an internal role as an Analyst in the Business Strategy team, which she was accepted for, and moved over to work with key stakeholders and senior management. In this role she completed her Investment Operations Certificate and her Investment Management Certificate, as well as restructuring her role to make her output more valuable to the firm. After working in this team for a year, Paris moved to Sanlam FOUR Investments in 2014 to gain more exposure to investments. Paris initially worked as a Reporting Analyst where she also started studying for the Chartered Financial Analyst (CFA) qualification. After working in the role for over a year and a half, and passing Level 1 of the CFA Program, she applied for a role in the multi-manager investment team. After a rigorous interview process, Paris was successfully selected as the first female investment professional at Sanlam FOUR in 2016. Today, she remains part of the investment team as a fund selector, specialising in Ethical Investing, and aids her team in managing over £4bn. Paris is currently undertaking the final level of the CFA Program, plays an active role in the Women’s Network, and is a member of Sanlam’s Junior Executive Committee. In her spare time she is a Mentor for The Girls’ Network.

Louise Davidson

Louise Davidson | Bloomberg

Louise started her career in the Middle East working for Standard Chartered Bank's Wholesale business. There she undertook a variety of roles from Project to Account Management and eFX Sales to the Middle East North Africa (MENA) Buy Side. After spending 5 years in the desert, Louise moved back to her hometown of London to join Bloomberg's New Business team. Covering Investment Managers and Family Offices in Switzerland, she travelling weekly to Zurich to engage with prospective clients and was one of the team's top sellers. After two years of travel, Louise took a London focused role working with Hedge Fund clients to address their system requirements and data/technology needs.

Leveraging her in depth client and market knowledge, Louise transitioned to her current position managing the Equity Advanced Specialists team in the Analytics department. Her team plays a crucial role in providing exceptional customer service on the most complex queries from Bloomberg customers. They also partner with Bloomberg's Buy Side sales teams to coordinate client support and consultation efforts, which recently included the implementation and ongoing support of a new suite of MiFID II regulatory solutions. Louise is actively involved in recruiting top talent into the business and developing reps Sales skills.

Sandra Dailidyte

Sandra Dailidyte | TCAM

My surname is pronounced daily-dee-tay and reflects my Lithuanian heritage. After obtaining bachelor’s degree in Economics from my hometown university, I moved to the UK in 2010 where I did a Master’s degree in Economics at the University of Edinburgh. I quickly fell in love with the city of Edinburgh (not a man!) and now I am proud to call Scotland ‘home’.

I started my career as an Investment Proposition Analyst at Standard Life in the Investment Solutions team. After two years’ in this position, I decided to move into a client facing role and joined Tcam Asset Management, a wealth management firm. I joined as a Trainee and upon completion of my professional qualification I was promoted to Investment Manager in April 2016. Through yet a short career in Tcam I made a rapid progress, where I now look after nearly 100 clients.

I have also recently taken up the sport of powerlifting, and when not at work, I can generally be found lifting heavy weights in the gym. My dedication led me to podium finishes at various powerlifting competitions across the country. I am very proud of my sports achievements and I strongly believe that the qualities I gain at the gym can be easily transferred to the workplace. Powerlifting requires patience, control and dedication and rewards the ones which stick to the technique and process rather than chasing quick wins. Indeed, as every week I lift just a fractional heavier weight it draws resemblance to compounding effect on the investment portfolio. Surely, there will be some volatility in the road, however if you do not deviate from the process, you will achieve the desired result in the end.

Senasa Rajendramoorthy

Senasa Rajendramoorthy | Investec Asset Management

I am currently working in the Technical Marketing team at Investec Asset Management (IAM); this function is the last link before the distribution of marketing communications, and helps ensure us comply with our regulatory obligations. My role involves reviewing and approving global marketing collateral across various media to ensure they meet the marketing standards in the various jurisdictions in which these are distributed; this is a very meticulous process and requires an eye for detail and plenty of patience! The marketing collateral in scope of Technical Marketing approval includes hundreds of documents including funds and investment strategy sales aids, websites, manager commentaries, podcasts, videos, press releases…etc. Previously, I was selected to participate in the QConsult programme (sponsored by J.P. Morgan), to undertake a Consultant Intern role at a global asset management bank; this was whilst I was studying at Queen Mary University for my degree in Mathematics with Finance and Accounting.

Sophia Papi

Sophia Papi | TwentyFour Asset Management

Sophia joined TwentyFour in 2011 and is responsible for developing TwentyFour’s distribution to the discretionary and wholesale market. Sophia’s clients include Discretionary Fund Managers, Multi Managers, Global Banks and Family Offices. Other responsibilities also include product development, marketing and communications.

Prior to joining TwentyFour, Sophia graduated from Queen Mary, University of London with a BSc (Hons) in Biochemistry. Sophia holds the Investment Management Certificate and is currently studying for the CFA Level 1.

Izzy Gray

Izzy Gray | Bloomberg

Izzy graduated from Bristol University in 2011, with a Bachelor of Science degree. She joined Bloomberg on their graduate scheme starting as an Equity Specialist on the Analytics desk and rapidly moved through the ranks to become a Senior Relationship Manager in their Sales department.

Currently, Izzy manages relationships for Bloomberg with some of London’s largest and most influential asset managers. She is responsible for building strong client relationships and working with internal senior stakeholders to strategically build out Bloomberg’s product offering. She enjoys coaching and mentoring new talent demonstrated by her coordination of Bloomberg's Summer Internship Program and work with new graduates.

Izzy is a keen champion of women in the workplace and is a member of Bloomberg’s D&I committee, whose mission is to raise awareness, increase diversity and establish an inclusive work environment.

Outside of Bloomberg, Izzy is very passionate about social causes and volunteers for Age Concern. This involves weekly visits with elderly people in care as well and fundraising activities including (reluctantly) 'Sober October'. Izzy also enjoys travelling, reading, and is even partial to a game of Scrabble.

Eloise Veljovic

Eloise Veljovic | Royal Bank of Canada

Eloise Veljovic is an Associate in the Relationship Management team for RBC Wealth Management in the British Isles.

Based in London, Eloise is responsible for managing and expanding the bank's relationships with key intermediaries including private client law and accountancy firms. She was previously responsible for providing wealth management solutions to High Net Worth and Ultra High Net Worth clients, with a focus on services tailored to corporate executives and their families.

Eloise is committed to encouraging and promoting Diversity in Banking and is an active member of the internal RFuture, RWomen and the RBC MEA networks. Eloise has also spent time throughout her career working with junior talent to help develop the pipeline of future leaders.

Prior to joining RBC in March 2017, Eloise worked as an analyst at Goldman Sachs from July 2014 and has previously held roles at Saatchi & Saatchi and The Guardian.

Born in London, Eloise graduated from the University of Leeds with a BA (Hons) in International Relations and is currently working towards the Investment Advice Diploma (IAD) and Private Client Investment Advice and Management (PCIAM) qualifications from the Chartered Institute for Securities and Investments.

Away from work Eloise studies Arabic at Kings College London (KCL) and enjoys watching classical and contemporary ballet. Eloise also enjoys travelling and fundraising for the Alzheimer’s Society through her long-distance running, including both full and half marathons.

Victoria Pelishatska

Victoria Pelishatska | Bloomberg

I am born and raised in Bulgaria. From a very early age, my parents taught me to cherish travelling to different countries. Ever since, I have accommodated a fascination for communicating and collaborating with people in an international environment. I hold law degrees from Netherlands, Scotland and England. Shortly after my UCL Masters graduation, I worked in the banking legal departments of a couple of prestigious London City law firms. While involved with some of the hottest banking sector litigations, my passion for finance was growing ever stronger.

To nourish further my financial curiosity, I took a job at Bloomberg Analytics Department. Only after a few months of work and training, I became Fixed Income Advanced Specialist. My most exciting project was convincing banks’ risk departments to adopt the Bloomberg proprietary model for counterparty risk evaluations.

Soon after the success of that project, I was promoted to a Relationship Representative for European Emerging markets, based out of London. This is a position I hold to this date. I gladly took this opportunity to bring western technology and Bloomberg solutions to emerging markets and thus establishing new standards of work in that region.

Outside work, I have an appreciation for art and history museums but my greatest hobby is aviation. So far I have co-piloted a fighter jet and a helicopter.