To get started, click the button below:
#CitywireRIA #CitywireVirtual
Tech Help
Workshops
Speaker
Agenda
welcome to the RIA's South Roadshow!
Sponsors
Join the event
Where do the greatest opportunities lie for RIAs in the South? And how can you seize them? Those are the questions we’ll address today at our virtual event, ‘Citywire RIA Roadshow South.’ We’ll kick off the day with a keynote conversation with world-renowned ‘ad man’ Rory Sutherland. The author of the widely acclaimed book Alchemy: The Surprising Power of Ideas That Don’t Make Sense, Sutherland will offer a fascinating journey through the minds of your potential clients – and will offer concrete takeaways for how to better market your firm.
In addition to the live fund manager sessions, we have carefully crafted two main conference sessions to leave you with plenty of precious ‘food for thought’ to implement ‘on the job’. We´re very pleased to have the groundbreaking Bibiana Steinhaus join us as a keynote speaker. Bibiana was the first female referee in German professional football and was one of the 16 referees at the 2011 FIFA Women´s World Cup where she officiated two group stage matched before she was selected to officiate the final between Japan and the United States. Bibiana will take us on a journey through the professional sports world and will show us the difficulties that this year has brought for the sport. These are uncertain times and many of us are having to adapt to new ways of working. With face-to-face meetings off limits, first-hand and instant information is vital and so we are delighted to be able to bring you this new event, Citywire DACH Virtual 2020. Thank you for joining us today and we look forward to welcoming you virtually.
We’ll then drill down on what’s happening in your neck of the woods. A panel comprised of advisors and economic experts will offer a top-down look at the South, and determine where the greatest opportunities may now lie. What areas will grow the fastest over the next decade? Which industries are about to boom? Where are the biggest risks? We’ll address those questions and more in our panel. Plus, as always, we’re offering presentations from some of the top fund managers out there. We hope you enjoy the Citywire RIA Roadshow South. Alex Rosenberg Editor, RIA Hayley Hanafee Head of Audience Development - US
Speakers
Event Info
Citywire Berlin 2020 4-5 November Virtual Event
Here you can review all sessions and navigate your schedule across both days of the event. To join a session, click on the button allocated for each session.
Need help? Our team is one click away to assist you. Click on Tech Help to see who to contact.
Day One
Day Two
get started
February 4
Main platform – keynote session Rory Sutherland
09:30 - 10:20
Panel Session Alex Rosenberg
14:10 - 15:00
13:20 14:10
12:30 13:20
11:30 12:20
16:00 16:10
Closing remarks
Fund Manager Workshop 3 - Calamos Investments Emerging Markets Nick Niziolek - Co-CIO, Head of Global/International Strategies, Sr. Co-PM, CFA
10:30 11:20
Fund Manager Workshop 1 - Thornburg Investment Management Fixed Income Jeffrey Klingelhofer, CFA - Co-Head of Investments and Portfolio Manager
Fund Manager Workshop 2 - American Century Investments Semi-Transparent Active ETFs Edward Rosenberg - Senior Vice President, Head of Exchange Traded Funds
Break
15:10 16:00
Fund Manager Workshop 4 - Harding Loevner LP International Small Cap Jafar Rizvi CFA - Co-lead Portfolio Manager, International Small Companies
All timings in EST
Using ‘Alchemy’ to Grow Your RIA
Rory Sutherland is a modern alchemist – but instead of turning lead into gold, he transforms problems into opportunities, words into beliefs, and wild ideas into runaway successes. An Ogilvy vice chairman who has been called one of the world’s leading experts on branding, Sutherland will take us on a surprising and quite humorous journey through the mysterious makeup of the human mind. On the other side is a new way of thinking about business and life – replete with specific takeaways for today’s investment advisor.
Opportunities and Trends in the South
For RIAs that want to grow in the South, what opportunities should they look for? What cities or industries are on the upswing? Where are the biggest untapped opportunities? Our panel of experts will help you spot the hidden treasures in your region. Panellists: Ben Bines, Director of Business Development at Dynasty Financial Partners Nick Halaris, President at Metros Capital Thomas Carroll, President at Homrich Berg
RIA Roadshow South February 11th 2021 Virtual Event
Tim Harford is a world-renowned behavioural economist, an award-winning Financial Times columnist, and a BBC broadcaster. With a knack for finding fascinating explanations for everyday numbers, Tim’s first two books, The Logic of Life and The Undercover Economist, have been translated into 30 languages and sold well over a million copies. His Radio 4 show More or Less looks at the truth behind dubious statistics and manipulated figures. His podcast Cautionary Tales examines the science behind and the lessons from disasters and successes. He also hosts the BBC's radio series and podcast Fifty Things That Made The Modern Economy, as well as writing the accompanying book. Whilst he’s a ‘serious’ economist with a career spanning Oxford, Shell and the World Bank, Tim’s FT columns dwell on the economics of daily life and offer tongue-in-cheek solutions to readers’ problems. His first book built on these themes and The Undercover Economist was likened to Freakonomics in its examination and explanation of the workings of everything from coffee shops to organised crime to development aid. He's since gone on to be one of the foremost writers on economics and his work has won multiple awards.
Tim Harford
Devi Sridhar is a Professor at the University of Edinburgh where she holds a Personal Chair in Global Public Health. She is Founding Director of the Global Health Governance Programme and holds a Wellcome Trust Investigator Award. Recipient of a Rhodes scholarship, Devi holds an MPhil and a DPhil from Oxford University as well as a B.S. from the University of Miami's Honors Medical Program. Prior to her appointment at Edinburgh, she was a Postdoctoral Research Fellow at All Souls College, Oxford University and an Associate Professor in Global Health Politics and Fellow at Wolfson College, Oxford University. Devi is the author of two books: "Governing Global Health: Who Runs the World and Why?" and "The Battle against Hunger: Choice, Circumstance and the World Bank" and has published her work in Nature, Science, the New England Journal of Medicine, the Lancet and the British Medical Journal.
Prof. Devi Sridhar
As a former Presidential Advisor, Chief Currency Strategist, and Deputy Head of Global Strategy for global banks, Dr. Pippa Malmgren is now building the economy, having co-founded H Robotics, a maker of drones, autonomous vehicles and digitization tools for many industries – mining, oil and gas, construction, agribusiness and public safety all of which need to manage their remote assets from a smartphone. Pippa Malmgren has been nominated for the National Technology Awards in 2020 and named a Most Influential Woman in Tech by AccelerateHer and WeAreTech Women. She is also a bestselling author of award-winning books including Geopolitics for Investors (2015), Signals: How Everyday Signs Help Us Navigate the World’s Turbulent Economy, a crowd-funded best-seller (2016), and The Leadership LAB: Understanding Leadership in the 21st Century (2018) a bestseller which was an FT Business Book of the Month and named Business Book of the Year and Best Book on Leadership in 2019. Dr. Pippa Malmgren gave the commencement addresses at the London School of Economics in 2013 & 2016, and lectures at Sandhurst, INSEAD, Duke Fuqua Global Executive MBA. She has also lectured at UT Austin and Tsinghua University. Pippa makes regular guest appearances on CNBC and the BBC including The Today Program, Newsnight, Hard Talk, and on Monocle Radio. Forming a platform for her public speaking, Malmgren founded the DPRM Group which counsels worldwide investors on investment trends.
Dr. Pippa Malmgren
David McWilliams is an economist, author, journalist, documentary-maker and broadcaster. He is Adjunct Professor of Global Economics at the School of Business Trinity College Dublin. David is ranked 10th most influential economist in the world. He has devoted his entire professional life to the objective of making economics as widely available and easily understandable on as many platforms and to as many people as possible –and is having a laugh doing it. As a result, he co-founded the world’s only economics and stand-up comedy festival Kilkenomics – described by the FT as “simply, the best economics conference in the world”. He also founded Ireland’s leading literary and ideas shindig, the Dalkey Book Festival. The WEF at Davos debased their currency profoundly by making him a Young Global Leader a few years back. As well as writing a weekly economics column in the Irish Times, he is active on social media and was named Ireland’s “most influential Twitter user” in 2016. David uses new ways to explain our economic world for example Punk Economics and a new venture with the FT, Punk FT, deploy cartoons to make economics digestible for normal, non-nerdy, punters.
David McWilliams
Thanos Papasavvas CFA is Founder of ABP Invest, established in 2015 to provide strategic outlook and research on geopolitics, economics, financial markets and FX. He works with asset management and private equity companies, hedge funds and family offices as well as a number of non-financial organisations. Previously he was in asset management for 20 years with Credit Suisse Asset Management and Investec Asset Management across fixed income, emerging markets, currency management and multi-asset. He managed assets throughout the 1997 South-East Asian crisis, 1998 Russian and LTCM crises, dotcom bubble in 2000 and the more recent Financial and Eurozone crises, all of which helped provide a broader perspective of geopolitical developments and macroeconomic impacts to financial markets. Thanos managed portfolios for a number of FTSE, Dow and DAX pension funds, sovereign wealth funds, local authorities and family offices. His team was presented with the “Currency Manager of the Year” award twice, in 2004 and 2010. He began his career working as an Economist for the UK Government Economic Service coincidentally amidst the outset of the ERM Crisis of 1992. A Co-Founder and CIO of Equant-Analytics and Founding Partner and strategic advisor to EMFC Loans Syndication, he is a frequent guest on BBC, CNBC and Bloomberg.
Thanos Papasavvas
Oliver B has taken his incredible, highly sought-after magic all over the world and left thousands of spectators amazed. Having performed for countless well-known brands & booked by a host of A-List celebrities including Simon Cowell, Roger Federer & Rihanna (to name a few), Oliver B has extended his craft to perform highly interactive online shows that will completely astound you. During the show Oliver B provides plenty of audience interaction, minds will be read, thoughts are revealed, choices are seemingly influenced through a highly engaging performance, plus much more.
Oliver B.
speaker
Join the Session
09:30 – 10:20
Rory Sutherland is the Vice Chairman of Ogilvy, an attractively vague job title which has allowed him to co-found a behavioral science practice within the agency. Sutherland works with a consulting practice of psychology graduates who look for ‘unseen opportunities’ in consumer behaviour – these are the often small contextual changes which can have enormous effects on the decisions people make – for instance tripling the sales rate of a call centre by adding just a few sentences to the script. Put another way, lots of agencies will talk about “bought, owned and earned” media: we also look for “invented media” and “discovered media”: seeking out those unexpected (and inexpensive) contextual tweaks that transform the way that people think and act. It is a hugely valuable activity – but, alas, not particularly lucrative. This is because clients generally do not have budgets for solving problems they did not know they had. Before founding Ogilvy Change, Rory Sutherland was a copywriter and creative director at Ogilvy for over 20 years, having joined as a graduate trainee in 1988. He has variously been President of the IPA, Chair of the Judges for the Direct Jury at Cannes, and has spoken at TED Global. He writes regular columns for the Spectator, Market Leader and Impact, and also occasional pieces for Wired. He is the author of two books: The Wiki Man and the best-selling Alchemy, The surprising Power of Ideas which don’t make Sense.
Rory Sutherland
Click on the sponsor logos to join and read more about our sponsor workshops.
tune in by clicking
This digital show guide provides you with all the information you need throughout the day, so be sure to familiarise yourself with the agenda, tech tips and helpline numbers. We hope you enjoy the conference sessions and find the virtual workshops valuable. All feedback given is hugely appreciated, and will enable us to improve our live and virtual events year on year. If you have any questions or are having connectivity issues please do not hesitate to contact one of the Citywire team. I hope you enjoy the day!
Meet the team :
Millie Jackson
Event Manager +44 (0)7554 400899
Send email
This page provides some handy tips and tricks to help you get the best experience of our virtual event. You can also find details of our support team here.
Support Team Lead
Sab Bhamra
Senior Client Liaison
Francesca Digby
Product Development Director
Nick Collard
Relationship Manager
Irene Marcolla
Client Liaison Executive
Chernice Parsley
How to get the best experience of our virtual event:
Ensure you have a great connection to the internet; either with Wi-Fi or ideally connect your machine directly to the router. The recommended internet speed for HD quality is 3 Mpbs up and down, this can be checked on your machine by going to speedtest and pressing Go. A headset with a microphone would also be ideal to achieve the best audio experience for the sessions. Please also ensure that all non-essential programs are closed prior to joining the call. This will help reduce the processor and memory usage by the machine and also avoid any notifications from popping up. One final tip would be to ask if members of the household could not be on Netflix, gaming and other internet hungry activities as this will affect the connection as well.
Each session will be streamed to this webpage so you won’t need to connect to Zoom to be part of the action. To ask questions throughout you can join the Zoom call or you can email in. Buttons for both of these will appear under the video streams.
If your company has blocked the use of Zoom, below are alternative ways of connecting:
If the whole page isn’t working: What browser are you using? You have to use FireFox/Chrome to access the page. Make sure you have pressed play on the video itself. If you're on a work machine and it is not working, can you try a personal machine? If you are using an adblocker and the video does not work, please disable the adblocker and refresh the page.
Some troubleshooting steps to try:
Delegate Liaison Manager +44 (0)7584 170121
Harley Atkins
Contact support team
Still having some difficulties? Please call or email one of our Citywire staff members below who will be happy to help.
Senior European Researcher
Fabian Fuchs
Dan W
Chefredakteur, Citywire Deutschland
Serge Debrebant
Ensure you have a good connection to the internet; either with Wi-Fi or ideally connect your computer directly to the router. The recommended internet speed for HD quality is 3 Mpbs up and down, this can be checked on your computer by going to speedtest and pressing Go A headset with a microphone would also be ideal to achieve the best audio experience for the sessions It helps that all non-essential programs are closed prior to joining the call. This will help reduce the processor and memory usage by the computer and also avoid any notifications from popping up To ensure a seamless internet connection, members of the household are advised to avoid any internet hungry activities such as Netflix or online gaming whilst you join in the sessions If Zoom is not an option, each session will be streamed to this webpage so you won’t need to connect to Zoom to be part of the action To ask questions, a chat function will become available next to each video stream once the workshop is live or you can join the Zoom call
How to get the best experience of our virtual event :
Here's a troubleshooting checklist for some common quick-fix problems :
Ensure you're using FireFox or Chrome browser to access the webpage Make sure to click the 'Play' button on the video itself If the video doesn't work, try to disable adblocker in your browser if any and refresh the webpage If your work computer isn't working, try a personal computer
Editor, Citywire Selector
Chris Sloley
Director, Europe
Angus Foote
Roxane Légaré
we're here to help
here
Thank you for joining us at the Citywire RIA Roadshow South 2021!
Head of RIA Sales
Daniel Barnes
Director, U.S. and Latin America
Chris Delahunt
Delegate Liaison Manager +44 (0)7557 740562
Harriet Howe
Delegate Liaison Manager
Head of Audience Development & Studios – U.S & LatAm
Amelia Garland
Daniel Woodcock
The Best of Both Worlds: An Introduction to Semitransparent Active ETFs
After many years in registration, semi-transparent active ETFs became available in March of 2020. This discussion will address how these offerings combine the alpha generation potential of active equities with the structural benefits of ETFs and provide an overview of semitransparent active ETF strategies. The discussion will review the various semitransparent active structures and explain the differences of the trading mechanisms for these ETFs.
To show that Europe can be as an attractive market as any other for the equity investor.
Aberdeen Standard Investments is dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons. We provide expertise across a breadth of markets, asset classes and investment approaches. We have operations in global financial capitals and important regional centres, which bring us closer to our clients and customers around the world, and provide invaluable knowledge and insight to share with our people. We have one of the world’s largest teams of investment professionals with more than 1,000 investment professionals worldwide. As at 30 June 2020, we manage €501.2bn on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.
Sandra Testani, CFA, CAIA
Workshop Summary
Workshop objectives
speakers
company profile
representatives
send us a question
Sandra drives strategic product initiatives to launch new products and oversees the existing offerings. She works closely with chief information officers, portfolio managers and analysts to understand each strategy's investment process and is responsible for developing messaging, competitive positioning and sales force education. In addition, she conducts in-depth market, asset class and category research studies that support her coverage areas. Sandra holds a bachelor’s degree in international relations with a concentration in business and economics from Boston University.
Vice President, ETF Product and Strategy
Rosie French is an ESG Analyst on the European Equities team at Aberdeen Standard Investments. Rosie joined Aberdeen Asset Management in 2016 having graduated from Trinity College Dublin with a BA in European Studies and is a CFA Charterholder.
Rosie French
Federica Forest joined Aberdeen Standard Investments in 2016. After graduating from Università Bocconi in Milan, she completed her Master’s degree in International Management in Glasgow. Shortly thereafter, Federica began her career in asset management at Standard Life Investments in Edinburgh and following the merger with Aberdeen Asset Management (2017), she returned to her hometown Frankfurt, where she is now responsible for the business development within the wholesale sector in Germany.
Associate Director Business Development Manager – Germany & Austria T: +49 173 59 28 460
Federica Forest
With an experience of 15 years in the finance industry, Tommaso Tassi joined Aberdeen Asset Management in 2015 as Senior Business Development. He is now in charge of the Italian branch and his responsible for the development of the distribution business in Italy. Internally he also manages the relationship with fund managers and product specialists. Previously he was Sales Desk manager for Fidelity and he worked also in PWC.
Head of Distribution – Italy T: +39 346 5014193
Tommaso Tassi
ESG Analyst
Having issues watching the video? Click here to view in Zoom.
• Compare semitransparent ETFs to traditional ETF offerings • Understand the key benefits of these structures • Explore the expanded opportunity set in active equity ETFs
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments serves investment professionals, institutions, corporations and individual investors globally. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research. The Institute owns more than 40 percent of American Century Investments and has received dividend payments of $1.7 billion since 2000. For more information about American Century Investments, visit www.americancentury.com.
VP, Regional ETF Consultant T: (816) 340-3485
Sean Walker, CIMA®
representative
The Best of Both Worlds: An Introduction to Semi-Transparent Active ETFs
Disclosures: Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results. Exchange Traded Funds (ETFs) are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. ©2021 American Century Proprietary Holdings, Inc. All rights reserved. For Financial Professional Use Only/Not for distribution to the public.
Calamos Evolving World Growth Fund
Calamos Evolving World Growth Fund offers an active, risk-managed strategy to access growth opportunities in emerging markets. The fund invests in emerging market-domiciled companies with significant revenue exposures attributable to emerging markets. The fund also leverages our expertise within convertibles, broadening the opportunity set for investors. The Calamos Global Team approach blends top-down cyclical insights, with exposures to long-term secular themes, while leveraging proprietary quantitative tools to identify inflections and focus our fundamental research efforts on the most attractive bottom-up ideas. This process results in an active-approach to emerging markets, which has historically been able to outperform in strong markets, but more importantly, has proven to dampen the volatility for our clients during broad market sell-offs, preserving capital to be redeployed to participate in the ensuing recovery.
Nick Niziolek
As a Co-Chief Investment Officer, Nick Niziolek is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of International and Global Strategies, he manages investment team members and has portfolio management responsibilities for international, global and emerging market strategies. Nick joined the firm in 2005 and has 18 years of industry experience, including tenures at ABN AMRO and Bank One. He received a B.S. in Finance and an M.B.A. from DePaul University.
Co-CIO, Head of Global/International Strategies, Sr. Co-PM, CFA
Introduce the Calamos Evolving World Growth Fund
Workshop objective
Calamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in London, New York, Miami and San Francisco. For more information, please visit www.calamos.com.
Tim Brand is responsible for managing the global team and strategy for Intermediary Distribution. He also heads the firm’s development and maintenance of wholesale relationships with financial intermediaries and their clients. He joined the firm in 2002 and has over 27 years of industry experience. Mr. Brand attained the Certified Investment Management AnalystSM and the Chartered Alternative Investment AnalystSM designations. Tim is also a member of the Chartered Alternative Investment Analysts Association. He also holds Series 7, 63, 65 and 24 licenses.
Head of U.S. Intermediary Distribution
Tim Brand
Calamos Approach to Emerging Markets
A Case for Investing in International Small Companies
International small companies are often overlooked in portfolio construction, though the asset class represents a significant portion of the equity opportunity set outside the US. Historically, an allocation to ISC has improved the risk-return profile of portfolios. Additionally, as a less-efficient asset class than its large cap counterpart, there is a strong case to be made for active management within the space. The universe is rich with businesses that exhibit attractive fundamental characteristics. Since 1989, Harding Loevner’s investment team has conducted fundamental research through a consistent bottom-up approach to identify high quality, durable growth companies across the globe.
Jafar Rizvi, CFA
Jafar Rizvi, CFA is a co-lead portfolio manager of the Global Small Companies Equity and International Small Companies Equity strategies and an analyst. Jafar is a Partner of the firm and has over 25 years of experience. Before joining Harding Loevner in 2008, he worked as an analyst at Cohen, Klingenstein & Marks, Franklin Templeton, Sands Brothers & Co., and Deutsche Bank. Jafar is a graduate of Aligarh University with a BA in Economics, J Nehru University with an MA in Economics, Baruch College with an MBA in Computer Information Systems, and Columbia University with an MPA in International Economic Policy and Management.
Co-lead Portfolio Manager, International Small Companies
Discuss the potential benefits an allocation to international small companies presents equity investors, as well as Harding Loevner’s approach to investing in the asset class.
Former global investment managers for the Rockefeller family established Harding Loevner in 1989. Its staff of 46 investment professionals has an average 18 years investment experience, and 9 years with the firm. Assets under management as of December 31, 2020 were $84 billion across all strategies: Global Equity, Global Small Companies, International Equity, International Small Companies, Emerging Markets, Frontier Emerging Markets, and Chinese Equity`. Harding Loevner undertakes in-depth fundamental research to identify growing companies and seeks to own the businesses when their share prices are attractive. The firm’s clients are both tax-exempt and taxable, and include major foundations, endowments, pension plans, private family offices, and individuals.
John Parsons is a Manager of Institutional Business Development and a Partner of the firm. He has been primarily responsible for the firm’s business development efforts within RIAs, family offices and institutional consultants since his arrival at the firm in 2003. Mr. Parsons began his career in 1975 at Grindlays Bank in India, and at American Express Bank in Hong Kong, London and New York. He joined Armco Inc. as Manager of Corporate Development in 1981, and subsequently ran his own management consulting practice from 1985-1997. In 1997, he became Director of Research and Planning at Barclays International Funds. Prior to joining Harding Loevner, he was Marketing Director at EFG Asset Management. Mr. Parsons received a BA (1975) & MA (1980) in Engineering from Cambridge University, in the UK.
Manager, Institutional Business Development T: (908) 947-0117
John Parsons
International Small Companies Perspectives
Finding Relative Value in Volatile Fixed Income Markets
A pandemic induced global economic shock and subsequent policy reactions by government has forever altered the landscape of fixed income investing. Today, investors face volatile rates, increasing defaults, and an unknown economic future—just in time for the bulk of Baby Boomers to retire. To most investors, this may sound like a frightening mix, but for investors with a flexible, relative value focus, opportunity awaits. We discuss how our unique prospective unlocks hidden value in today’s fixed income landscape.
Jeffrey Klingelhofer, CFA
Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level and is a portfolio manager on multiple strategies. He joined in 2010 and became an associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. Jeff earned a BA in economics with a minor in business from the University of California at Irvine, and an MBA from the University of Chicago Booth School of Business.
Co-Head of Investments and Portfolio Manager
Our workshop will explain how investors can navigate today’s fixed income landscape by holistically analysing relative value across the full spectrum of available investment opportunities to search for better risk-adjusted returns.
Thornburg Investment Management is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income, equity, and alternatives investing, the firm manages mutual funds, institutional accounts, separate accounts for high-net-worth investors, and UCITS funds for non-U.S. investors. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico. At Thornburg, we believe unconstrained investing leads to better outcomes for our clients. Our culture is collaborative, and our investment solutions are highly active, high conviction, and benchmark agnostic. When it comes to finding value for our clients, it’s more than what we do, it’s how we do it: how we think, how we invest, and how we’re structured. For more information, visit www.thornburg.com or call (877) 215-1330.
Greg Whitaker is a regional consultant for Thornburg, serving financial professionals in the South region. Prior to Thornburg, Greg was a regional director and senior portfolio specialist at IndexIQ. He also served as senior vice president and regional marketing director at F-Squared Investments, was responsible for Southeast region distribution efforts at the national broker dealer firms for Legg Mason, and was senior vice president at Putnam Investments. Greg began his career over 20 years ago as a financial advisor for Merrill Lynch.
Regional Consultant T: 505 467 7106
Greg Whitaker
Finding relative value in volatile credit markets
William (Bill) Loehning joined Thornburg in March 2018 as head of institutional advisor channel, focusing on registered investment advisors, family offices, and bank trust. Prior to joining Thornburg, Bill was a senior advisor consultant with Putnam Investments, focused on the Northeast, and a regional marketing director for The Hartford, covering wirehouses in New England. Previously, he was a regional representative for John Hancock for the independent channel in the Chicago area.
Head of Institutional Advisor Channel T. 505 467 5008
William Loehning
Rarely have so many competing factors fought for prominence on asset allocators’ agendas. From the ongoing Covid-19 pandemic to the trade war tensions to the fallout from the US election, there is more than enough to keep investors on their toes. In this session, noted economists Thanos Papasavvas and David McWilliams will debate and discuss the most pressing issues, as well as picking apart major policy moves and missteps, to see what lies ahead for European investors.
Speaker Summary
State of the nations: What lies ahead?
speaker Summary
For RIAs that want to grow in the South, what opportunities should they look for? What cities or industries are on the upswing? Where are the biggest untapped opportunities? Our panel of experts will help you spot the hidden treasures in your region.
Panel Session
