2024 AGENDA

Steve joined Canada Life Asset Management in 1996 and took on responsibility for the cash funds in 2002. Since 2010, Steve’s role has expanded to encompass managing on balance sheet assets and is lead manager for Canada Life Asset Management’s, LF Canlife Sterling Liquidity Fund and LF Canlife Sterling Short Term Bond Fund and co-manager of the LF Canlife Short Duration Bond Fund.

Steve is a fellow of the Chartered Institute for Securities and Investments.

David Epstein is Group ALM & Treasury Director at Aviva where he has responsibility for the Group’s Treasury function and the asset-liability management team which provides strategic asset allocation and hedging services across the business and for the Group Centre legal entities. Before joining Aviva, David worked in investment banking, most recently at J.P. Morgan where he spent seven years providing strategic risk management and asset-liability management advice for corporates and financial institutions. David holds a DPhil in applied mathematics from Oxford University and has been a visiting research fellow at the Oxford Centre for Industrial and Applied Mathematics.

Harriet Rowland Clark is an insurance specialist in the trade finance & insured credit team, part of the alternative fixed income & structured finance department. She is responsible for advising on the structure of insured trade finance and insured credit transactions, with a particular focus on the in-depth analysis of insurance policies and transaction documentation. Prior to joining the firm, Harriet was head of insurance at 23 Capital, a specialist finance and solutions company. Prior to that, she worked as an insurance broker at Aon UK and Miller Insurance Services. Harriet has been in the industry since 2011 and joined the firm in 2021. She holds a BSc in economics from University of Southampton. Harriet also holds an Advanced Diploma in Insurance (ACII) from the Chartered Insurance Institute. 

Manish is Head of Client Solutions at Angel Oak Capital and is leading its efforts in the institutional investor marketplace with pensions, consultants, endowments, foundations and family offices. He primarily focuses on marketing, product development and institutional due diligence.

Prior to joining Angel Oak, Manish was the Head of Research at Gapstow Capital Partners, a $1 billion credit-focused investment manager investing in hedge funds, private equity funds, collateralized loan obligations and community banks. He was responsible for managing investment strategy, research and due diligence. Prior to joining Gapstow, Manish was a Vice President at BlackRock, where he was responsible for manager research across hedge funds, fund of hedge funds and traditional long-only products. Previously, he worked at Barclays Global Investors, Ziff Brothers Investments and Merrill Lynch Investment Managers.

Manish holds a B.S. degree in Finance from the Leonard N. Stern School of Business at New York University and holds the Chartered Financial Analyst (CFA®) designation.

Cheryl is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. Cheryl has nearly two decades of investment experience and primarily focuses on investment research and management across the firm’s financial sector-focused strategies.

Cheryl joined Angel Oak from Morgan Stanley, where she was an Executive Director and Head of Consumer & Specialty Finance Equity Research. Her research coverage included a multitude of financial sectors, including consumer, specialty, mortgage, REIT, payments, fintech and banking.

Cheryl has been featured as a television guest on Bloomberg, CNBC, TD Ameritrade Network and Yahoo! Finance TV and has been quoted in various publications including American Banker, Marketwatch, DailyAlts and S&P Global Market Intelligence. Cheryl has also been named one of the “Women at the Forefront of Alternative Investments” in a 2023 iConnections report.

Cheryl holds a B.S. in Commerce (Finance) from the University of British Columbia and an M.B.A. from Duke University’s Fuqua School of Business. She also holds the Chartered Financial Analyst (CFA®) designation.

Prior to joining Muzinich, Grant was at Investec and Lyceum Capital where he was responsible for the origination and execution of funding opportunities in the U.K. lower mid-market. He earned a degree from Bristol University in Maths and French and is ACA qualified.

Prior to joining Muzinich where he leads the Manchester office, James worked at RBS for eight years as a Director in their Structured Finance team covering the North of England and was responsible for leading the origination, structuring and execution for privately owned and private equity backed businesses across a diverse range of sectors predominately focussed on the UK lower mid-market. This involved funding management buy-outs, corporate debt refinances, acquisition finance, private placements and property development finance. James graduated from Warwick University with a BSc in Economics and holds an AMCT Diploma in Treasury.

Andrew joined Muzinich in 2021 from AXA Investment Managers where he was director of the institutional business. Prior to that, Andrew worked for two other asset managers in similar positions after starting his career as a fixed income analyst. Andrew has a BA (Hons) in Industrial Economics and is an IMC and CFA holder.