19 Confirmed Speakers

Sergei Guriev

Dean

London Business School

Sergei Guriev is Dean of London Business School. A distinguished economist and public intellectual, he brings a global perspective on macroeconomic and geopolitical risk to AMC 2026.

Thanos Papasavvas, CFA

Founder & CIO

ABP Invest Ltd.

Thanos founded ABP Invest, a macro-driven investment firm. With decades of experience across fixed income and currency markets, he is a leading voice on global macro strategy.

Shaan Raithatha, CFA

Senior Economist & Strategist

Vanguard

Shaan is a Senior Economist and Strategist at Vanguard, covering global macro developments and their implications for multi-asset portfolio positioning.

Lucrezia Reichlin

Founder & Professor

Now-Casting Economics / London Business School

Lucrezia Reichlin is Founder of Now-Casting Economics and Professor of Economics at LBS. Former Director General of Research at the European Central Bank.

Steven Gorelik, CFA

Portfolio Manager & Head of Research

Firebird Management

Steven leads research and portfolio management at Firebird Management, focusing on long/short equity in developed and frontier markets.

Kawal Chawla, CFA●

Portfolio Manager & Partner

Mondrian Investment Partners

Kawal is a Portfolio Manager and Partner at Mondrian Investment Partners, specialising in global value equity. LBS Alumni.

Natalia Lipikhina, CFA

Head of EMEA Equity Strategy, Executive Director

J.P. Morgan Private Bank

Natalia leads EMEA equity strategy for J.P. Morgan Private Bank, providing investment insights to institutional and UHNW clients across the region.

Nishant Gupta

Founder & CIO

Kanou Capital LLP / LBS Affiliate Faculty

Nishant is Founder and CIO of Kanou Capital and Affiliate Faculty at LBS. His keynote will explore alpha generation in developed equity markets amid structural change.

Phil Watson

Founder and CEO

Lightbox Wealth

Phil Watson founded Lightbox Wealth, a next-generation wealth management platform harnessing AI to personalise portfolio construction for private clients.

Rodrigo Dupleich Ulloa

Managing Director, Portfolio Engineering and Trading

UBS

Rodrigo leads Portfolio Engineering and Trading at UBS, focusing on the integration of quantitative and AI-driven approaches into systematic trading strategies.

Sophia Bantanidis

Future of Finance

Citi Institute

Sophia covers the intersection of technology, AI, and financial services at Citi Institute, researching how AI is reshaping capital markets infrastructure and investment processes.

Yuan Gao

Founder & CEO

Pangura

Yuan Gao is the Founder and CEO of Pangura, an AI-native platform transforming investment research and decision-making for institutional managers.

Mahesh Nandurkar

Head of Equity Research, India

Jefferies

Mahesh heads India Equity Research at Jefferies. Widely regarded as one of the most insightful analysts on Indian markets, his keynote will explore EM equity opportunities.

Geoffrey Yu

Senior EMEA Market Strategist

BNY

Geoffrey is Senior EMEA Market Strategist at BNY, covering currency, rates, and macro dynamics across emerging and developed market economies.

Alex Dryden

Doctoral Research Fellow

ex-J.P. Morgan Investment Strategist

Alex Dryden is a Doctoral Research Fellow and former J.P. Morgan Investment Strategist, bringing rigorous academic and practitioner perspective on emerging market dynamics.

Yimin Jin●

Systematic Active Investment Management

ex-BlackRock

Yimin brings extensive experience in systematic and quantitative investment management from BlackRock, with a focus on EM alpha strategies. LBS Alumni.

Thomas Kirchner, CFA

Portfolio Manager

Camelot Event-Driven Advisors

Thomas is PM at Camelot Event-Driven Advisors, specialising in merger arbitrage, special situations, and other event-driven strategies across asset classes.

Emanuel dos Santos Rebelo●

Senior Director

Hines

Emanuel is Senior Director at Hines, one of the world's largest real estate investment managers, focusing on European real assets and alternative investment strategy. LBS Alumni.

Clint Coghill

President

Coghill Capital Management

Clint Coghill is President of Coghill Capital Management and a generous donor to LBS, including the LBS Student Investment Fund. He will deliver closing remarks to conclude AMC 2026.