Speakers

Wednesday, 19 May

Suni Harford / UBS-AM

President

Suni Harford was named President of Asset Management in October 2019. UBS AM is one of the largest asset managers globally, with USD 1.1 trillion in invested assets and a presence in 22 markets. The firm offers world-class investment capabilities and styles across all major traditional and alternative asset classes, as well as platform solutions and advisory support. It is recognized for its innovation and thought leadership in key areas, such as sustainable and impact investing, and is the #1 foreign manager in China. Suni is Chair of UBS AM's Executive Committee, Risk Committee, and is a member of the UBS Group Executive Board. She serves as a Chair for the UBS Optimus Foundation, and the executive sponsor of UBS’s Sustainable Finance Committee. She joined the firm as Head of Investments in 2017 where she was responsible for the investment teams for UBS AM's traditional asset classes, passive and active, and UBS O'Connor, UBS AM's multi strategy hedge fund. Before joining UBS, Suni worked at Citigroup for almost 25 years, most recently as the Regional Head of Markets for North America, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi's Pension Plan Investment Committee and a Director on the Board of Citibank Canada. During her earlier career, Suni was Citi's Global Head of Fixed Income Research (2004-2008), was the Co-Head of Debt Capital Markets, and served as CEO of The Yield Book Inc., an analytics company and wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking. Suni is a co-chair of the World Economic Forum Global Future Council on Investing. She is a founding sponsor of Veterans on Wall Street, serves on the Bob Woodruff Foundation’s Board of Directors, and is involved in many organizations raising awareness and support for the US veteran community. She is actively involved in UBS's Diversity & Inclusion Committee and is a senior sponsor of UBS's women's networking and mentorship organization, All Bar None. She has served on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business. Suni has held seats on the board of several industry associations, including the Depository Trust and Clearing Corporation and Securities Industry Financial Management Association. She is a regular contributor to industry conferences and keynotes, was named Investment Week’s ‘2020 International Investment Woman of the Year’ and has been named one of American Banker’s Top 25 Women in Finance multiple years.

Suni lives in Connecticut with her husband Woody, their three children, Devon, Jenna and Liam, and their dogs, Sully and Mike Wazowski.

Barry Gill / UBS-AM

Head of Investments

Barry Gill was appointed Head of Investments in November 2019 and is a member of the Asset Management Executive Committee. He was Head of Active Equities within UBS Asset Management from early 2016 and, before that, joined O’Connor in 2012 as a member of the management group where he ran a concentrated long/short strategy. Prior to joining O’Connor, Barry was head of the Fundamental Investment Group (Americas) for nearly six years within UBS Investment Bank, investing and trading the firm's principal capital. Barry moved to the US in 2000 from London to rebuild the long / short principal investing effort within Equities following the creation of O’Connor as a hedge fund business. In his five years in London at SBC and UBS, he was co-head of Pan-European Sector Trading, a proprietary book, and co-head of European Risk Program Trading for two years, preceded by two years as the head of the French trading book. Barry joined SBC's European derivatives desk as a graduate trainee in 1995.

Evan Brown / UBS-AM

Head of Multi-Asset Strategy

Evan Brown, CFA is Head of Multi-Asset Strategy in the Investment Solutions team at UBS Asset Management. In this role, Evan drives macro research and tactical asset allocation investment process for over $100 billion in client portfolios. Additionally, he is responsible for advising UBS Asset Management’s global institutional and private wealth client base on the macroeconomic outlook and asset allocation. Evan runs Asset Management's Quarterly Investment Forums and monthly Investment Committee meetings, bringing together the views of the firm's senior investors. He represents Asset Management in the UBS CIO Global Investment Committee and in the UBS Chairman's monthly discussion on markets and the economy. Prior to joining Investment Solutions, Evan was a strategist and portfolio manager for macro hedge fund strategies at UBS O'Connor and Millennium. Previously, Evan co-ran US FX Strategy at Morgan Stanley, where he was top ranked in the All-Americas Institutional Investor poll for Currencies/Foreign Exchange. Evan worked on the New York Fed's Open Markets Desk from 2006 to 2009, where he briefed senior policymakers on financial market developments and helped build policy responses during the Global Financial Crisis.Evan holds and M.B.A. from the Stanford Graduate School of Business and a B.A. in economics from Brown University.

Bruce Amlicke / UBS Hedge Fund Solutions

Chief Investment Officer

Bruce is responsible for managing investments of third party active investment funds across hedge funds, traditional assets, liquid alternatives and private credit. In his CIO role, he leads the global investment team and oversees all aspects of portfolio management, asset allocation and manager selection. Before rejoining UBS in 2010, he was a Senior Managing Director of the Blackstone Group where he spent five years as the CIO of Blackstone Alternative Asset Management. Prior to that, Bruce was CIO of the UBS O'Connor Multi-Manager program from 2003-2004, which was the predecessor business to UBS Multi-Manager Solutions. He originally joined O'Connor Multi-Manager in 1998. Bruce's investment career began in 1986 with O'Connor & Associates (later bought by Swiss Bank Corporation) where he was a trader and portfolio manager of the Foreign Currency Options team.

Louis Finney / UBS-AM

Co-Head of Strategic Asset Allocation

Louis Finney is Co-Head of the Strategic Asset Allocation Modeling group in the Investment Solutions team of UBS Asset Management. In this role he co-leads the team in modeling portfolio returns, risks and characteristics for clients and the Investment Solutions platform. Louis conducts research in the capital markets and researches tools and techniques in evaluating multi-asset portfolios. He develops the strategic asset allocation for defined benefit plans, sovereign wealth funds, endowments and foundations, target date funds, inflation protection and real return strategies He has done extensive work in strategies for implementing deferred annuities in defined contribution plans. Before joining the firm in 2011, Louis was Chief Economist and Principal at Mercer Investment Consulting, where he focused on capital market research and strategic asset allocation. He set capital market assumptions, developed tools to model the capital markets and integrate them with asset/liability systems, and portfolio construction with multiple managers. He sat on several national and global committees. Louis received his PhD in Economics from the University of Maryland in 1987. He graduated from Johns Hopkins University in 1978.

Massimiliano Castelli / UBS-AM

Head of Global Strategy

As Head of Strategy in the team serving sovereign institutions globally, he analyses the market trends affecting the investment behavior of central banks, sovereign wealth funds and other state-controlled investment institutions. He works closely with the investment teams in providing investment advice and developing tailored investment solutions for clients and prospects across regions. He is a member of the UBS Sovereign Investment Management Committee. Max established himself as a global thought leader on the macroeconomic, financial and political trends in sovereign wealth management. He has often been called in by leading institutions as an expert on global economic and financial matters and regularly publishes articles and research on international economic policy and financial market issues and he is often quoted in the media. He recently published The New Economics of Sovereign Wealth Funds in the Wiley Finance Series, a book providing a thorough guide to sovereign wealth funds. His second book Asset Allocation for Central Banks and Sovereign Wealth Funds: How to generate returns in the new global economy will be published in 2018. In his fifteen year-long international professional career, Max has been Head of Public Policy for UBS in Europe, Middle East and Africa, Senior Economist at UBS and a consultant advising governments and corporates in emerging markets on behalf of international institutions. Max holds a PhD in Economics from the University of Rome where he lectured and a Msc in Economics from the University of London. He is a Fellow at the Sovereign Investment Laboratory at Bocconi University, Milan and a Member of Executive Committee, Asset Management Investment Council, International Capital Market Association.

Kevin Russell / UBS O’Connor

Chief Investment Officer

As CIO and Global Head of O’Connor, Kevin leads the capital allocation process for the multi-strategy fund, manages the major investment teams and sets strategy for overall investment capabilities. Kevin joined O’Connor in 2016 from Citigroup, where he spent his entire 24-year career prior. He was Global Head of Equities Trading from 2012 to 2015, responsible for all risk and trading across equity, equity derivative and equity financing products globally. From 2007 to 2011, in addition to his role as Head of Equities Trading Americas, Kevin was responsible for Citigroup’s proprietary business in the US. In this position, he oversaw USD 6 billion of assets in fundamental long / short equity, quantitative equity, convertible securities, structured credit, credit relative value and event driven strategies.

Benno Klingenberg-Timm / UBS-AM

APAC Head of Global Sovereign Markets

Benno joined UBS Asset Management in Switzerland in 2002 as a Graduate Trainee. He joined the Middle East and Sovereigns business in 2004. In 2011 Benno relocated to Singapore to cover select South-East Asian sovereign clients in addition to his regional focus on the Middle East. In 2017 he became the Head of our Global Sovereign Markets APAC business. As a member of the Global Sovereign Markets Management Committee and the UBS Asset Management APAC Management Committee he is responsible for leading our business efforts in APAC in advising sovereign entities and with institutional investors across all asset classes. Benno has been a member of the UBS delegation to the annual IMF/Worldbank meetings since 2014. Benno graduated from ESB Business School in Reutlingen/Germany as Dipl.-Betriebswirt (FH) and from Portland State University (US) with an MBA (Finance). He is a member of the Singapore CFA Society and the Singapore CAIA Association.

Adolfo Oliete / UBS Hedge Fund Solutions

Head of APAC Investments

Adolfo is primarily responsible for spearheading investment research in the region. He is a member of the UBS Asset Management APAC Committee and the Management Committee. Adolfo leads research on markets, hedge fund investment due diligence and co-investments in Asia. He has a senior management role in Asia and represents the region in portfolio management meetings. Prior to joining UBS in 2012, he spent one year as a hedge fund consultant at Casteel Capital. Before that, Adolfo worked at Highbridge Capital Management in New York and London in 1997, where he was a Senior Vice President. During his last six years there before his departure in 2009, he traded European Convertible bonds and helped manage the European Convertible bond arbitrage portfolio.

Jia (TJ) Tan / UBS O’Connor

Portfolio Manager

Jia (TJ) Tan joined O’Connor in 2019. TJ is a Portfolio Manager and primarily responsible for the China Long/Short Equity strategy. Prior to joining O’Connor in 2019, TJ was an equity analyst covering China at Och-Ziff Capital Management Asia. He started his career at Yinhua Fund Management Co. in China as an equity analyst covering the financial sector. TJ has over 10 years of investment industry experience and holds a Masters degree from Tsinghua University.

Zachary Gauge / UBS Real Estate & Private Markets

European Research Analyst

Zachary Gauge is a Research Analyst for Real Estate UK, a business which forms part of Real Estate & Private Markets within UBS Asset Management.

Zachary Gauge joined UBS Asset Management’s Real Estate Research & Strategy team in December 2014. Zachary’s main role is to help the European real estate teams identify risks and opportunities in office markets with a particular focus on the UK, using a top-down macro-economic approach. Zachary also delivers regular research-based views on the market to the internal fund management teams and external clients in both written and verbal form, and in addition, contributes to the bi-annual European commercial property forecasts, the development of fund strategies, new products and supports ongoing marketing and capital raising efforts. Prior to joining UBS Zachary worked at CBRE (2012–2014) on the EMEA research team with a focus on office occupational analysis and at Property Market Analysis (2010–2012) where he was responsible for analysing regional UK office and industrial markets. Zachary holds the Investment Management Certificate (IMC).

Tiffany Gherlone / UBS Real Estate & Private Markets

Head of Real Estate Research & Strategy

Tiffany Gherlone leads Research and Strategy for Real Estate US, a business which forms part of Real Estate & Private Markets within UBS Asset Management. She chairs the Strategy Team and is a member of the Investment Committee in the US. Under Tiffany’s guidance, the firm’s cross-market team performs comprehensive, independent market research through the acquisition and disposition due diligence process and presents key market research findings to the US Investment Committee. For internal and external clients, they compose publications and presentations on the real estate macro view. She directs modeling and data analytics in support of Portfolio Management. Her team was one of the first to apply machine learning techniques to traditional real estate data. Tiffany is a featured speaker at annual industry events, including NAREIM and AFIRE. Videos of her commentary on US real estate are regularly published online via UBS Asset Management channels. She is a former member of the Steering Committee and Advisory Council at the University of Connecticut’s Center for Real Estate, and she volunteers as an American Corporate Partners mentor to military personnel seeking careers in real estate. Prior to joining UBS, Tiffany held Associate positions at GMAC Real Estate and Waddell & Reed, Inc and interned in Research at ING Clarion Partners. Her doctoral research centered around the influence of publicly-traded REITs and market-based inflation expectations on daily-priced private commercial real estate performance.

Declan O’Brien / UBS Real Estate & Private Markets

Head of Infrastructure Research & Strategy

Declan O’Brien is Head of Infrastructure Research & Strategy, which forms part of Real Estate & Private Markets within UBS Asset Management. Declan joined UBS Asset Management’s business in October 2017. In this role, he is primarily responsible for providing quantitative and qualitative cross-regional analysis of infrastructure investment markets. Declan joins from Legal & General Investment Management (LGIM) (2015–2017), where he was responsible for LGIM’s research and strategy in the infrastructure sector. His previous roles were Assistant Vice President – Infrastructure with Moody’s Investors Services in London and Madrid (2009-2015), where he covered credits across the energy, transportation and telecommunications sectors; and at KBC Bank N.V. in Dublin and Sydney (2004-2008), where he structured and originated project finance transactions. Declan is a member of the ACCA.

Perry Offutt / UBS Real Estate & Private Markets

Head of Infrastructure Americas

Perry Offutt is Head of Infrastructure Americas, a business which forms part of Real Estate & Private Markets within UBS Asset Management. Based in New York, he leads the Americas business that originates and manages direct investments in infrastructure. Perry brings more than 20 years of infrastructure investment and industry experience, particularly in deal origination and execution having worked on upwards of USD 100 billion of transactions. Perry joined UBS Asset Management in June 2018 from Macquarie Infrastructure and Real Assets where he served as a Managing Director on the North American Investment team, responsible for originating and executing investment opportunities, primarily within the regulated utility sector. Prior to that, he was at Morgan Stanley as Head of Infrastructure Banking for the Americas, originating and executing infrastructure transactions across various industries, including utilities and transportation. Perry serves on the boards of Northern Star Generation and Western Generation Partners. He served on the boards of Aquarion Water Company (regulated water utility in Connecticut, US) and GFL Environmental (waste services company in Toronto, CN) prior to joining UBS. Additionally, he frequently speaks at infrastructure industry events on utility and transportation topics.

Betti Candia / Zurich Group in Italy

Chief Investment Officer for Italy

Betti Candia joined Zurich Group in February 2018 as Chief Investment Officer for Italy. 

Betti is responsible for the asset management of Italian life and non-life insurance portfolios, which amount to around 1,6 billion euros. She locally coordinates a team of 20 people reporting to the Regional CIO, Strategy Implementation in Zurich. 

Betti previously worked as CIO in Groupama Italia and in the ERGO Group in Italy.

Betti began her career in 1986 in Databank as a financial analyst, then moved later to Crédit Commercial de France and Gestiras as equity portfolio manager. Later she was Head of Private Banking in Banca Aletti & C.

Betti holds a degree in Business Administration from Cà Foscari University of Venice.

Thursday, 20 May

Aleksandar Ivanovic / UBS-AM

Global Head of Client Coverage

Aleksandar Ivanovic is Head of Client Coverage and Head of the EMEA and Switzerland regions for UBS Asset Management. He is a member of the UBS Asset Management Executive Committee, the UBS EMEA Executive Committee and the UBS Switzerland Executive Committee. Aleksander was appointed Head of Client Coverage in May 2018 and Head of EMEA in March 2019. He joined the firm in 2017 as Head of Institutional Client Coverage and was appointed Head of Switzerland in February 2018. As regional Head for EMEA and Switzerland, he is responsible for developing and implementing the strategy for the region, as well as ensuring engagement with clients, regulators, industry bodies and key stakeholders. Aleksandar previously worked at Morgan Stanley from 2011-2016 where he was Head of EMEA Distribution, Financial Engineering and Product Development for Fund Linked and Cross Asset Structured Products, Institutional Equity Derivatives and Quantitative Investment Strategies. Prior to this he worked at Credit Suisse between 2008-2011 and he started his career at UBS from 1992-2008

Massimiliano Castelli / UBS-AM

Head of Global Strategy

As Head of Strategy in the team serving sovereign institutions globally, he analyses the market trends affecting the investment behavior of central banks, sovereign wealth funds and other state-controlled investment institutions. He works closely with the investment teams in providing investment advice and developing tailored investment solutions for clients and prospects across regions. He is a member of the UBS Sovereign Investment Management Committee. Max established himself as a global thought leader on the macroeconomic, financial and political trends in sovereign wealth management. He has often been called in by leading institutions as an expert on global economic and financial matters and regularly publishes articles and research on international economic policy and financial market issues and he is often quoted in the media. He recently published The New Economics of Sovereign Wealth Funds in the Wiley Finance Series, a book providing a thorough guide to sovereign wealth funds. His second book Asset Allocation for Central Banks and Sovereign Wealth Funds: How to generate returns in the new global economy will be published in 2018. In his fifteen year-long international professional career, Max has been Head of Public Policy for UBS in Europe, Middle East and Africa, Senior Economist at UBS and a consultant advising governments and corporates in emerging markets on behalf of international institutions. Max holds a PhD in Economics from the University of Rome where he lectured and a Msc in Economics from the University of London. He is a Fellow at the Sovereign Investment Laboratory at Bocconi University, Milan and a Member of Executive Committee, Asset Management Investment Council, International Capital Market Association.

Arturo Bris / IMD

Professor of Finance

Arturo Bris is Professor of Finance at IMD. Since January 2014 he is also leading the world renowned IMD World Competitiveness Center. At IMD he directed the Advanced Strategic Management from 2009-2014. He has directed programs for senior executives in several industries and continents. Prior to joining IMD, Professor Bris was the Robert B & Candice J. Haas Associate Professor of Corporate Finance at the Yale School of Management (USA). A Research Associate of the European Corporate Governance Institute, and a member of the Yale International Institute for Corporate Governance, he has worked extensively on issues of Corporate Governance, Financial Regulation, and International Valuation. His research and consulting activities focus on the international aspects of financial regulation, and in particular on the effects of bankruptcy, short sales, insider trading, and merger laws. Arturo Bris has also researched and lectured on the effects of the Euro on the corporate sector, as well as on the valuation impact of corporate governance changes.

Arturo is passionate about global competitiveness, financial development and macroeconomics. His latest research identifies the relationship between income inequality, social mobility and competitiveness. He is also developing a competitiveness-based investment portfolio that track the best and worst economies. His work has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Legal Studies, and the Journal of Business, among others. Professor Bris taught Corporate Finance and Investment Banking at Yale from 1998 to 2005, where he received the Best Teacher Award twice. His consulting experience includes companies in Asia, the US, and Europe. He is the President of the Board of Trustees of IMD Pension Foundation, and a member of the Supervisory Board of the International School of Lausanne. He is a frequent speaker in international conferences, and appears regularly on international media outlets. Professor Arturo Bris ranks among the top one hundred most-read finance academics in the world. He graduated in Law and Economics from Universidad Autónoma de Madrid, and received an MSc from CEMFI (Foundation of the Bank of Spain). He holds a PhD in Management from INSEAD. He enjoys reading, road- and mountain-biking, and playing bass guitar.

Oi Yee Choo / iSTOX

Chief Commercial Officer

Oi Yee has 20 years of capital raising and M&A advisory experience. Before joining iSTOX, Oi Yee was with UBS for 6 years, and was Head of Investment Banking for UBS Singapore. She joined UBS from Morgan Stanley, where she was Head of Singapore Investment Banking. Prior to Morgan Stanley, she ran the Southeast Asia real estate investment banking franchise for Nomura Singapore. She started her investment banking career with Citigroup, covering Singapore corporate and real estate clients. Between 2006 and 2008, Oi Yee was Senior Vice President, Strategy and Business Development, for Parkway Holdings, the largest healthcare company in Asia, and helped create the Parkway Life REIT. Oi Yee graduated from Nanyang Technological University with a Bachelor of Accountancy. She also has a Master of Business Administration from Manchester Business School.

Oi Yee is an Authority Member of the Civil Aviation Authority of Singapore.

Claire Tucker / UBS Hedge Fund Solutions

Senior Investment Officer

Claire is primarily responsible for manager research, performing investment due diligence on prospective and existing hedge fund investments, while also contributing to asset allocation and portfolio management decisions. Prior to joining UBS in 2013, she spent two years as an Analyst on the European Rates Research team at RBS Markets where she covered fixed income and cross-asset derivatives in EUR, GBP, USD and JPY. Claire has ten years of investment industry experience and is a CFA charterholder. She holds a BSc (Hons), First Class, in Mathematics and an MSc in Operational Research from the University of Edinburgh.

Giuliana Bordigoni / MAN

Director of Specialist Strategies

Giuliana Bordigoni is Director of Specialist Strategies and a member of Man AHL’s management and investment committees. She has held several positions since joining Man AHL in 2007, including Head of Alternative Markets and Director of Fixed Income, where she has made significant contributions to Man AHL’s managed futures and Evolution portfolios. Giuliana holds a PhD in Mathematics and Applications from Politecnico of Milan and a Master of Advanced studies in Finance from ETH and University of Zurich.

Li Ran / Half Sky Capital

Chief Investment Officer

Li Ran is the CIO of Half Sky Capital. Based in London, Half Sky Capital is a global investment firm focused on consumer related businesses, in particular hard-to-replicate franchises with big end-market opportunities, brand barriers, network effects, sticky customers, and strong unit economics. Prior to founding Half Sky, Li Ran was a Partner and Managing Director of Lone Pine Capital. From 2004 to 2016, she was responsible for consumer & TMT investments in Asia, Europe, and the Americas. Li Ran joined Lone Pine after three years as a financial analyst at Goldman Sachs in New York. Li Ran grew up in Beijing, immigrated to New York at age 10. She graduated from Harvard College and received an MBA from INSEAD. She is fluent in Mandarin Chinese, English and Italian.

Ken Geren / UBS O’Connor

Portfolio Manager

Ken joined UBS in January of 2020 where he is the Portfolio Manager of the Environmental Focus Fund strategy. He has over 20 years of experience investing in energy and related sectors. Prior to joining, Mr. Geren spent 14 years at Point72, and its predecessor, SAC Capital, where he managed the firm's largest energy portfolio. Earlier in his career, he was an oil services equity analyst at Jefferies & Co. Ken holds a BS from Indiana University and an MBA from the University of Michigan.

Helima Croft / RBC Capital Markets

Managing Director, Head of Global Commodity Strategy and MENA Research

Helima is a Managing Director and the Head of Global Commodity Strategy and Middle East and North Africa (MENA) Research at RBC Capital Markets. She specializes in geopolitics and energy, leading a team of commodity strategists that cover energy, metals and cross-commodity investor activity. Helima is a member of the National Petroleum Council, a select group of individuals who advise, inform and make recommendations to the Secretary of Energy with respect to any matter relating to oil and natural gas. She also is a CNBC contributor, a member of the channel’s exclusive family of experts, is on the Board of Directors for the Atlantic Council, is a member of the Trilateral Commission, and is a Life Member of the Council on Foreign Relations. Helima joined RBC Capital Markets from Barclays, where she was a Managing Director and Head of North American Commodities Research. Prior to that, she worked in Lehman’s Business Intelligence group, the Council on Foreign Relations and the Central Intelligence Agency, where she focused on geopolitics and commodities. Helima has received many industry accolades throughout her career and received her PhD in economic history from Princeton in 2001.

Declan O’Brien / UBS Real Estate & Private Markets

Head of Infrastructure Research & Strategy

Declan O’Brien is Head of Infrastructure Research & Strategy, which forms part of Real Estate & Private Markets within UBS Asset Management. Declan joined UBS Asset Management’s business in October 2017. In this role, he is primarily responsible for providing quantitative and qualitative cross-regional analysis of infrastructure investment markets. Declan joins from Legal & General Investment Management (LGIM) (2015–2017), where he was responsible for LGIM’s research and strategy in the infrastructure sector. His previous roles were Assistant Vice President – Infrastructure with Moody’s Investors Services in London and Madrid (2009-2015), where he covered credits across the energy, transportation and telecommunications sectors; and at KBC Bank N.V. in Dublin and Sydney (2004-2008), where he structured and originated project finance transactions. Declan is a member of the ACCA.

Zachary Gauge / UBS Real Estate & Private Markets

European Research Analyst

Zachary Gauge is a Research Analyst for Real Estate UK, a business which forms part of Real Estate & Private Markets within UBS Asset Management.

Zachary Gauge joined UBS Asset Management’s Real Estate Research & Strategy team in December 2014. Zachary’s main role is to help the European real estate teams identify risks and opportunities in office markets with a particular focus on the UK, using a top-down macro-economic approach. Zachary also delivers regular research-based views on the market to the internal fund management teams and external clients in both written and verbal form, and in addition, contributes to the bi-annual European commercial property forecasts, the development of fund strategies, new products and supports ongoing marketing and capital raising efforts. Prior to joining UBS Zachary worked at CBRE (2012–2014) on the EMEA research team with a focus on office occupational analysis and at Property Market Analysis (2010–2012) where he was responsible for analysing regional UK office and industrial markets. Zachary holds the Investment Management Certificate (IMC).

Darren Rabenou / UBS Real Estate & Private Markets

Head of Food & Agriculture (FA) and Head of ESG Investment Strategies

Darren Rabenou was appointed Head of Food & Agriculture (FA) and Head of ESG Investment Strategies for Real Estate & Private Markets (REPM) within UBS Asset Management (UBS-AM) on 1 April 2021. In his role as Head of FA, Darren is responsible for driving the implementation of the strategy he developed while working for REPM as an Adviser during 2020. In his role as Head of ESG Investment Strategies, Darren oversees REPM’s sustainable private investments covering real estate, infrastructure, private equity and agriculture, and will be responsible for expanding REPM’s ESG investment capabilities. He will also assume a role on investment committees, where sustainability is a primary objective. In addition, Darren is the Head of the REPM Sustainability Committee and a member of the REPM Management Committee. Darren brings a wealth of experience from his 30-plus-year investment career, including over 12 years evaluating and investing in global agriculture. Prior to joining UBS, he was a partner at Fabbri Fund Management (part of the Fabbri Group). Based in California, the Fabbri Group operates and manages over 15,000 acres in California’s San Joaquin Valley and Portugal’s Alentejo region (USD 500m farm/land value with a focus on almonds, table and wine grapes). At Fabbri, Darren was responsible for sourcing and structuring investment commitments for a new Portugal almond development project, which entailed transferring California farm technology to Portugal. For Fabbri’s California business, he helped evaluate, due diligence and negotiate large permanent crop investments on behalf of family offices and financial sponsors. Darren’s affiliation with the Fabbri group began in 2008/2009, as a financial sponsor with Terrapin Partners, when he helped raise capital, underwrite and pre-launch a very successful early California almond roll-up strategy. Prior to Fabbri, Darren spent 11 years as a Managing Director at Terrapin Asset Management, where he was a member of the firm’s Investment Committee for all hedge fund-of-fund strategies and a member of the firm’s PE deal team. He has also held senior positions at JP Morgan Asset Management (oversaw over USD 4bn in institutional equity assets), Prudential Investments and ING Barings.

Bronte Somes / UBS Real Estate & Private Markets

Head of Infrastructure Equity Europe

Bronte Somes is Head of Infrastructure Equity Europe, a business which forms part of Real Estate & Private Markets within UBS Asset Management. Bronte is responsible for managing the businesses that originate, execute and manage direct investments in infrastructure equity focused on Europe, is a member of the Investment Committee and a director of Greensands, Southern Water's holding company. Bronte joined UBS Asset Management’s Infrastructure business in 2011. Prior to that, she worked for over a decade in UBS Investment Bank’s infrastructure group where she gained extensive experience as an advisor within the infrastructure sector. Bronte has also worked as a finance lawyer at Clifford Chance in London.

Joe Azelby / UBS Real Estate & Private Markets

Global Head

Joe Azelby joined UBS Asset Management as Head of Real Estate & Private Markets (REPM) in March 2019. In this role he is responsible for the combined real estate, infrastructure and private equity asset management businesses that invest directly into real assets, unlisted funds, listed real estate securities as well as multi-manager solutions globally. Joe is a member of the UBS Asset Management Executive Committee. Joe was the CEO of JP Morgan’s Global Real Assets Investment Group from 1998-2017. He led the transformation of their US real estate investment business into a leading, global real assets platform spanning private and public real estate, infrastructure and maritime/transport investments across the US, Europe, Asia and Australia. The Global Real Assets Group had 500 investment professionals managing over USD 90 billion in assets spanning office buildings, shopping malls, apartments, warehouses, airports, toll roads, hospitals, wind farms, solar fields, water, gas and electric utilities and other operating assets. In 2012, Joe conceptualized and co-authored “The Realization” white paper that correctly predicted and explained the increasing allocations to real asset investments. Prior to joining UBS Asset Management, Joe spent fourteen months at Apollo Global Management as Senior Partner and Head of Real Assets and a member of the firm’s management committee. During his tenure he reshaped Apollo’s real estate organization and explored both investment and platform opportunities in the infrastructure and agriculture sectors.

Eric Byrne / UBS Real Estate & Private Markets

Head of Multi-Managers

Eric was appointed to Head of Multi-Managers (MM) of the newly combined Real Estate & Private Markets (REPM) business for UBS Asset Management (UBS-AM) in December 2016, having previously taken on this role for the former Real Estate Multi-Managers & Securities business (2013–2016). He is responsible for selecting unlisted third-party real estate, infrastructure and private equity funds as well as publicly traded real estate funds and securities in Switzerland. He is a member of the REPM Management Committee as well as the MM Investment, Valuation and Risk Committees.

Eric Byrne became Head of UBS-AM in the UK in October 2016. He is responsible for the management and strategic development of the business. He chairs the UK Management Committee and is a member of the European Management Committee.

Eric joined UBS-AM in 1996 in Hedge Fund Services in the Cayman Islands, where he became the COO of the business. Returning to London in 2004, he became responsible for establishing the internal control framework for meeting Sarbanes Oxley compliance requirements. He has also previously worked on launching hedge fund and infrastructure third party funds.

Prior to joining UBS, Eric held roles at Deloitte & Touche (1989–1993) and Barclays Capital (1993–1995).

Eric qualified as a chartered accountant in 1992 (ACA, ICAEW) and is FCA registered.

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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