01289 - cm fund managers

Duncan joined Insight Investment in October 2003 as managing director of the property division, overseeing the management of more than £4.5 billion of UK commercial and residential property assets and setting strategy for the division’s growth. Previously, he was a founding partner of specialist boutique, Gatehouse Investment Management, being instrumental in establishing and managing the Westbury Property Fund and Lunar Partnership. His career has also included being a partner at Jones Lang Wootton and a director at LaSalle Investment Management. Duncan has studied at Insead Business School and is an FSA approved person and a Member of the Royal Institution of Funds: Westbury PF, Lunar Partnership, St. James’s Place, Equitable Life Alan joined Insight Investment in September 1991. He is currently responsible for the main £2.5bn life fund managed by Insight on behalf of Clerical Medical.
His previous experience – spanning more than 22 years – was gained at Telford Development Corporation, ESN and The Carroll Group. Alan is a Member of the Royal Institution of Chartered Surveyors and a member of the Investment Funds: Clerical Medical (With Profits, Unitised, Pooled), Halifax Life and Phillip joined the property team at Insight Investment as head of external funds in October 2003 with responsibility for developing new external fund opportunities. He has more than 20 years’ industry experience including being a founding partner at Gatehouse Investment Management. Prior to this he was an international director at LaSalle Investment Management, having started his career at JLW Finance. Philip is an FSA approved person and a Fellow of the Royal Institution of Chartered Surveyors.
Funds: Equitable Life Assurance Society, Westbury PF.
Nick joined Insight Investment in October 2003 as a director within the property investment division managing the Westbury Property Fund and the Lunar Partnership Limited. Prior to this, Nick worked at the Gatehouse Partnership, having started his investment management career as an associate director at LaSalle Investment Management. Nick is a Member of the Royal Institution of Chartered Surveyors and holds the UKSIP Investment Management Certificate.
Funds: Westbury PF, Lunar Partnership, St. James’s Place.
e-mail: Marie.Holgersen@insightinvestment.com e-mail: Katrina.Patrick@insightinvestment.com Hugo joined Insight Investment in October 1997 and currently leads the team focusing on investment and asset management in the retail property sector. Job Title: Director, Sector Head – Retail He joined Insight as a portfolio manager in 1997, was promoted to associate director, property investments in 1998 and director, property investments in 2001. He started his career as a graduate trainee at Dunlop Heywood Lorenz.
Hugo is is a Member of the Royal Institution of Chartered Surveyors, an FSA approved person and member of the Investment Property Forum.
Michael joined Insight Investment in 1987. He currently specialises in out of town retail properties, having previously acted as property fund manager Job Title: Director, Retail – Out of Town for the Clerical Medical Unit Linked Pension Fund and the Clerical Medical Unit Linked Life Fund. Prior to this he spent three years with Gerald Eve. Michael is an FSA approved person and a Member of the Royal Institution Stephen joined Insight Investment in 1974 and currently specialises in retail shopping centre investments. During his career at Insight he has gained Job Title: Director, Retail – Shopping Centres substantial investment and management experience across numerous types of property throughout the UK. He began his career in the investment department of Keith Cardale Groves. Stephen is a Fellow of the Royal Institution of Chartered Surveyors and a holder of a Diploma in Property Investment from the College of Estate Management in Reading.
Joanna joined Insight Investment in November 2003 and is currently an associate director focusing on high street retail properties and leisure investments. She started her career at GVA Grimley where she worked for Job Title: Associate Director, Retail – more than five years. There, as a senior surveyor, she gained experience of property acquisition, disposal and development across a wide variety of sectors and markets. Joanna is a Member of Royal Institution of Chartered Surveyors and a member of the Investment Property Forum.
Sasha joined Insight Investment in September 2001 and is currently supporting the retail sector team. She started her career as a portfolio assistant soon Job Title: Assistant Fund Manager, Retail after graduation and was promoted to portfolio manager in September 2002 focusing on investment and management in the retail and provincial office sectors. Sasha is currently studying for an MA in Property Valuation and Law Nick joined Insight Investment in 1994 and leads the team focusing on offices in central London and the rest of the UK. Having initially joined Insight as a Job Title: Director, Sector Head – Offices surveyor, he was appointed director, property investments in 1997. Since joining Insight Nick has led a range of high profile London investment transactions including refurbishments and developments. Prior to joining Insight he worked as a surveyor for six years for Donaldon’s. Nick is a Member of the Royal Institution of Chartered Surveyors.
Geoff joined Insight Investment in 2001 following its acquisition of the operating assets of the Equitable Life Assurance Society (ELAS). He is currently responsible Job Title: Director, Offices – Central London for investment decisions concerning office space in central London. Geoff had worked at ELAS since 1978, latterly as deputy chief surveyor, gaining extensive experience of property investment and development. Geoff started his career as a general practice surveyor at King and Co. (now King Sturge) and is a Fellow of the Royal Institution of Chartered Surveyors.
David joined Insight Investment in 2001 following its acquisition of the operating assets of the Equitable Life Assurance Society (ELAS). His investment Job Title: Director, Offices – Provincial management career spans 16 years, including 13 years at ELAS where he was a fund manager specialising in industrial units, high street shops and provincial offices. Prior to this he worked at Equity and Law, having originally trained at Gerald Eve & Partners. David is a Member of the Royal Institution of Dean joined Insight Investment in April 2003. He is currently part of the office sector team focusing primarily on South East offices but with a remit that also includes residential property. Prior to joining Insight, he spent two Job Title: Associate Director, Offices – and a half years as an asset manager with ING Real Estate managing institutional funds. He started his career as a surveyor at Browett Taylor and Co. and then at Allsop and Co., after which he moved into fund management. Dean is a Member of the Royal Institution of Chartered Surveyors.
Suzie joined the property team at Insight Investment in June 2003, shortly after completing a postgraduate degree in Property Valuation and Law. Job Title: Assistant Fund Manager, Offices She is an assistant fund manager specialising in office and indirect property investments, development and management. Her first role was as a portfolio assistant, before being promoted to assistant fund manager in October 2003.
Suzie is currently awaiting accreditation from The Royal Institution of Chartered Surveyors (due in November 2005).
Adrian joined Insight Investment in 2001 following its acquisition of the operating assets of the Equitable Life Assurance Society (ELAS) and is currently responsible for indirect investments. He has almost 20 years’ experience in the property field, including more than 15 in investment management. He worked in the investment department at Knight Frank and Rutley before joining ELAS.
Adrian is a Fellow of the Royal Institution of Chartered Surveyors and was one of the first holders of the Diploma in Property Investment from the Investment Property Forum of which he is a member.
John joined Insight Investment in 2001. He currently leads a team focusing on investment in the industrial property sector. He has more than 25 years’ experience in property investment markets, with a career that has included significant periods at Scottish Widows Investment Partnership, Hill Samuel Asset Management, 3i plc and Exel plc. John is an FSA approved person, a Fellow of the Royal Institution of Chartered Surveyors and a member of Richard joined Insight Investment in 1990 and is part of the industrial sector team focusing on distribution and warehousing. During his time at Insight he has also managed a number of specialist pension funds. He started his Job Title: Director, Industrial – Distribution career as a management surveyor and then became a fund manager at CCLA Investment Management Ltd. Richard is a Member of the Royal Institution Fraser joined Insight Investment as an associate director in July 2003 and currently focuses on multi-let industrial properties. Before this, Fraser worked for Scottish Widows Investment Partnership for three years, as an investment Job Title: Associate Director, Industrial – manager working across a variety of funds. Fraser is a Member of the Royal Gordon joined Insight Investment in June 2003. He is currently dealing with acquisition, active management and development projects for the St. James’s Place and Lunar Partnership funds. He has extensive experience both in institutions and private practice. Prior to joining Insight he was with Henderson Global Investors. Gordon is a Fellow of the Royal Institution Mark joined Insight Investment in October 2003 and has extensive experience in developing investment processes and formulating portfolio strategy having held similar positions at Gatehouse Investment Management, Job Title: Director – Strategy, Research & Aberdeen Property Investors and Celexa REIM. The main focus of Mark’s work is formulating top down investment strategy and controlling portfolio risk. He is an economist by training having gained his first degree at UC Swansea before completing a second degree in Property Investment at City University.
Sheyne joined Insight Investment in August 2001. His main focus is to provide a reliable, professional support so that informed decisions can be made rapidly to maximise sector and fund performance. He is responsible for FSA compliance, training, budgeting and change projects. Sheyne has extensive experience in change and project management and operations planning and support having previously managed projects at IBM, BP, JP Morgan Chase and been Practice Director at Spherion Technology Services. Sheyne is PRINCE 2 certified and holds a Diploma in Business Management from the Damelin Insight Investment Management Limited. Registered office 33 Old Broad Street, London EC2N 1HZ. Registered in England and Wales. Registered number 2111149. Authorised and regulated by the Financial Services Authority. www.insightinvestment.com

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