Helene Jelman, ACA – Managing Director and CIO
Helene founded Goldlake Capital in 2012 after more than 20 years investment management experience.
Helene started her career in the financial services division of Price Waterhouse, where she qualified as a Chartered Accountant in 1994. She furthered her investment career as a French equity analyst with Cazenove & Co before joining Deutsche Asset Management as a European small-cap fund manager. She later worked for two investment management boutiques, Arlington Capital Investors and GO Investment Partners where she was a Partner and Investment Director. Both firms managed concentrated European equity funds with an active shareholder engagement angle for large US and European institutional investors.
Before founding Goldlake Capital, Helene joined the Investment Advisory Team of a US Foundation responsible for the management of its endowment portfolio and carried out assignments for several investment firms providing advice on strategic asset allocation, general investment strategy and investment related market research.
Helene holds a BSc in Mathematics & Economics from the University of Sussex and an MSc in Globalisation and Development from the School of Oriental and African Studies (University of London). She also holds the following professional qualifications: ACA (ICAEW), SFA Securities Representative, Investment Management Certificate (IMC) and CFA Program Level 1.
Helene is a trustee and chair of the Investment Committee of the DD McPhail Charitable Settlement.
Clair Gibson - Compliance and Regulatory Consultant
We have appointed Clair Gibson of TCC Group as our Compliance and Regulatory Consultant.
Clair brings over 25 years of compliance experience in the investment management sector. She has held senior positions, including global head of compliance, within major asset management firms. She was head of UK compliance at Alliance Bernstein, head of risk and compliance at BNY Mellon Asset Management (UK), head of UK compliance at Axa Investment Managers and global head of compliance at Santander Asset Management.
During her time in industry, Clair was responsible for the development of compliance and risk frameworks, monitoring programmes, regulatory change initiatives, enhancing corporate governance structures, managing regulatory interaction and conduct issues.
Hadrian Holloway - Portfolio Management Associate
Hadrian joined Goldlake Capital in 2018 to provide portfolio management support. He has seven years experience as a Paraplanner working for a number of financial planning companies in London and Hampshire, including 3 years working at Baigrie Davies (now 1825), the advice firm of Standard Life.
During his time as a Paraplanner, Hadrian was responsible for researching and drafting the regulated advice that planners provide their clients on matters of cashflow, savings, investments, pension and tax. He was involved in the management and monitoring of clients' investment portfolios, including ensuring that clients understood the potential implications of market movements on their long-term financial plans.
Hadrian holds a Diploma in Financial Planning from the Chartered Insurance Institute. He has a degree in Anthropology from Durham University and is currently on a postgraduate Fellowship with Year Here, getting first hand experience of some of the social issues faced in the UK today.
The Advisory Committee was formed to provide advice and guidance to the Executive team. The Advisory Committee meets with the Executives six to eight times a year to discuss the broad macro-economic outlook, general market developments and investment performance. It also provides input into the asset allocation process and general corporate strategy.
Anders Jegers, CFA
Anders has 20 years investment management experience.
Anders spent 11 years at Electrolux in various positions and locations in Europe before moving to the financial sector. He started his investment career as a sell-side analyst at the independent Nordic investment bank ABG Sundal Collier in 1997 and became a Partner in 2001. Whilst at ABG, he mainly covered companies in the industrial sector and serviced global clients with various investment styles including institutional and hedge fund clients.
In 2008, he joined Montanaro Asset Management, a London based fund management boutique with focus on European small-cap equities, as a senior analyst and left in 2014, while Head of Research, to work on his own business.
Anders is fluent in English and Swedish (mother tongue) and has intermediate knowledge of Italian. He is a CFA charterholder and has a MSc in Mechanical Engineering from Linköping University, Sweden.
Lailani Moody, CPA
Lailani is a retired partner of Grant Thornton LLP in New York. She joined Grant Thornton in 1993 where she was a member of the National Professional Standards Group specialising in accounting standards with emphasis on complex financial instruments, employee options and emerging accounting standard and issues. Whilst at Grant Thornton, she was a consultant to audit engagement teams and clients on complex accounting issues.
Prior to Grant Thornton, Lailani worked as an Associate Director for Ernst & Young International and as a manager in the Accounting Standards Division and Financial Planning division for the American Institute of CPAs. She is the Author of Issues Paper, “Accounting for Options” and AICPA manual for CPAs on providing financial planning services to clients.
Lailani holds the following qualifications: MBA (Baruch College of the City University of New York, Outstanding MBA Award), MS in Accounting (Georgetown University, Washingon D.C.) and a B.A. in History (Rosemont College, Rosemont, PA / Institut d’Etudes Europeenne, Paris, France).
Marc Schartz, CFA
Marc has extensive equity research, investment due diligence and fund management experience. He recently joined the European Equities team at Henderson Global Investors in London.
Marc started his career with Fortis Private Bank in Luxembourg as a portfolio manager where he managed US and European equity portfolios for the bank's high net worth clients.
He moved to London in 2007 to join GO Investment Partners, a fund management boutique managing a concentrated European equity fund with an active shareholder engagement approach. Marc was a Partner, Investment Director and a member of the Investment Committee at GO Investment Partners.
Marc is fluent in English, French, German and Luxembourgish (mother tongue). He holds the following qualifications: CFA Charter-holder, a Masters in Banking and International Finance (Cass Business School), a Maitrise in Sciences Economiques (Université de Montpellier), Investment Management Certificate (IMC) and an Advanced Corporate Finance diploma (London Business School).