The Skills workshop

What is Asset Management and why is it important?

6:00pm - 7:00pm / Thursday 10th June 2021
Type: Webinar / Category: Department
  • Event website
  • Book now
  • Add this event to my calendar

    When you click on "Add this event to my calendar" your browser will download an ics file.

    Microsoft Outlook: Download the file, then you may be able to click on "Save & Close" to save it to your calendar. If that doesn't work go into Outlook, click on the File tab, then on Open, then Import. Select "Import an iCalendar (.ic or vCalendar file (.vcs)" then click on Next. Find the .ics file and click on OK.

    Google Calendar: download the file, then go into your calendar. On the right where it says "Other calendars" click on the arrow icon and then click on Import calendar. Click on Browse and select the .ics file, then click on Import.

    Apple Calendar: download the file, then you can either drag it to Calendar or import the file by going to File > Import > Import and choosing the .ics file.

In this session, we will discuss the purpose of the asset management industry, and why it is so important today; How it differs from Investment Banking, the different types of clients and investments and the type of roles available in the industry. There will also be a Q&A segment where you can ask any questions you have about the industry and investing in general.


Rachel Green Director, Institutional Sales, Nuveen

Rachel is responsible for developing relationships with UK institutional investors across pension funds, insurance firms and charities as well as investment consultants and other advisors. She will play a key role in continuing to grow our investment and distribution capabilities in the U.K. to meet the increased interest from U.K. and European investors. She has more than a decade of experience within institutional sales, working with asset owners and stakeholders on both the liability and asset sides. In addition to her most recent role as Associate Director of Institutional Sales at Aviva Investors, she has held positions at reinsurer Munich Re and Russell Investments.

Whilst at Aviva Investors, Rachel sat on the Aviva Group Board Evolution Council as one of twelve future leaders responsible for advising the Aviva Group Board on strategic issues. Rachel is a co-founder of #talkaboutblack, the ethnicity workstream of the Diversity Project and a Diversity Project Ambassador. She is the founder of The Skills Workshop, a social initiative to build awareness of the asset management industry, increase financial literacy, and increase social capital amongst university aged students across the UK. In June 2020, she was awarded the Freedom of the City of London for her work in campaigning for greater ethnic diversity in the asset management industry.

Michael Bell Executive Director, Global Market Strategist, JP Morgan Asset Management

Michael Bell, Executive Director, is a Global Market Strategist at J.P. Morgan Asset Management, based in London. He is responsible for producing research-driven insights on the global economy and markets, and communicating them to institutional and retail clients and the media in the UK and Europe. Prior to joining J.P. Morgan Asset Management, Michael worked as an Investment Strategist on the Economics and Asset Allocation team at C. Hoare and Co private bank in London. Michael holds an MA in Social and Political Sciences from Queens’ College, Cambridge and is a CFA charterholder.

About The Skills Workshop:

Are you looking for the insight, knowledge and direction to help you start your career? Not sure where to start? Come join us!

Over 60 companies are coming together across the investment and savings industry, to give you the insight, knowledge and direction you need to start your financial career.

All university disciplines and subjects welcome
All predicted grades welcome
All age groups welcome (from pre-university to postgraduates and mature students)

Not looking for an internship or a role right now? Come along anyway and learn about what we do. There is no application form or assessment criteria. All our sessions are completely free to attend.