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Dr. Hannah Critchlow is a neuroscientist and science speaker with a grounding in neuropsychiatry. Her academic research focuses on cellular and molecular neuroscience. In practical applications Hannah asks how questions about how our minds work, how do our perceptions of the world affect our decision-making, and how do fear and stress affect our behaviours?
Hannah decided upon a career in neuroscience as a teenager after working as a nursing assistant at St Andrew’s Hospital in Northampton. Following her PhD she spent a year a a researcher at the Institute for the Future of the Mind. Today she’s a Science Outreach Fellow at Magdalene College Cambridge and is dedicated to demystifying the workings of the human brain on radio, TV and as a live event speaker. Her first book Consciousness: A LadyBird Expert, was published in 2018. She has been part of the 2018 judging panel for the Wellcome Trust Science Book, and in 2017 she co-presented the BBC Tomorrow’s World Live interactive science series.
Ski racer & Entrepreneur
Dr. Hannah Critchlow
Misha Glenny is an award-winning journalist who made a name for himself as the BBC’s Central Europe Correspondent covering the 1989 revolutions and the wars in the former Yugoslavia. He has a Sony Gold Award for Outstanding Contribution to Broadcasting and is also a winner of BT’s Information Security Journalist of The Year.
His book McMafia: Seriously Organised Crime and DarkMarket: How Hackers Became the New Mafia were shortlisted for several prizes, and McMafia has been adapted in a joint production between AMC (in the US) and the BBC into a major television series that has recently been commissioned for a second season.
Misha can speak on all aspects of organised crime, from money laundering to cyber malfeasance, people smuggling and the drugs trade. He has unique insights into how new technology is reshaping traditional organised crime in the narcotics, smuggling and sex trades. He also draws on his background in geopolitics to show how great power relations are driving insecurity in cyberspace, and why companies cannot rely on government to shore-up their vulnerabilities.
Founder and Head of W.I.R.E. Think Tank.
Misha Glenny
In a career that encompasses the UN, Google, Facebook and SpaceX, as well as political speechwriting, Dex Hunter-Torricke offers a rare insight in to the intersection of politics, technology, leadership and society. Referring to some of the world’s biggest and most influential companies and individuals, he examines important questions of trust, automation, innovation and values. Looking at the positive and negative effects of an increasingly connected world he sees ethical dilemmas, new types of job, competing priorities and a focus on purpose.
Dex has worked with some of the world’s highest-profile leaders and organisations, advising them on areas of communication and thought leadership. Amongst others, he has worked as a speechwriter and advisor for Larry Page and Sergei Brin, Mark Zuckerberg, and Elon Musk’s SpaceX. He now serves as head of communications at The Oversight Board, the independent body established to tackle and steer the responses of Facebook and Instagram to the most challenging content issues of the day. He brings together communication, policy, leadership and technology, looking at how business, government and society can both understand each other, and work together better.
Emergency Medicine Doctor and Research MD at the Concordia station in the Antarctic
Dex Hunter-Torricke
More speakers to be added
Speakers
06:30-09:15
09:30-10:30
10:30-11:10
11:20-12:00
12:10-12:50
12:50
13:05-14:10
Breakfast at leisure
Conference session 4:
Judit Polgár
What it takes to become a
chess grandmaster
Judit Polgar is recognised as the greatest female chess player of all time. Having reached grandmaster status at just 15, she has played – and beaten – some of the game’s most renowned names. But, what did it take to ascend to the top of the sport and how can having a strategic mindset be used in the world beyond chess? In this interactive session, Judit will offer practical advice from her time as a competitive player and also showcase how intensive pattern recognition led to one of her most famous victories.
Capital Group
Mainfirst
First Trust
Macquarie
Invesco
Goldman Sachs Asset Management
Legal & General Investment Management (LGIM)
Closing comments
Lunch
Friday, 5 November
All timings in CET
06:30-09:00
09:15-10:15
10:15-10:55
11:05-11:45
11:55-12:35
12:35-14:10
14:10-15:10
15:10-15:50
16:00-16:40
16:50-17:30
17:50-18:30
19:15
19:30- 20:15
20:15
Breakfast at leisure
Conference session 2:
Misha Glenny
The Pandemic, Geo-politics and Cyber Insecurity
The pandemic triggered profound changes in the world of cyber. Many companies who planned to introduce digital transformation over a three to five years were compelled to do it in just eighteen months. The shift from office to home work was facilitated by a massive and rapid expansion of network capabilities. But it also led to a dramatic increase in the attack surface and the attack vector: the vulnerabilities in the network and the tools designed to exploit them. Criminals, often confined to their homes because of lockdown, have ramped up online crime. This includes widespread fraud associated with the pandemic and a multiplying of the biggest quotidian threat to businesses: ransomware. In this electrifying talk, sometimes funny, sometimes shocking, Misha Glenny explains the changes that have taken place to a background of deteriorating relations between US and China at the centre of which is a Cold War at whose very heart is Tech.
AXA Investment Managers
Schroders
Artisan Partners
PIMCO
Baillie Gifford
PGIM Investments
Lunch
Conference session 3:
Dr. Hannah Critchlow
Making the Best Decisions
Boost brain power with internationally acclaimed neuroscientist Dr Hannah Critchlow. In this interactive session we’ll explore how to create the right team, boost brain synchronicity to minimise conflict and build consensus, discover how power can corrupt and start listening to our intuitive gut feeling in order to ramp up profit margins. This electrical talk promises to stimulate both the body and the mind!
BNP Paribas Asset Management
Ninety One
Carmignac
Nordea Asset Management
Fidelity International
Natixis Investment Managers
Citywire Run
Transfer to dinner venue
Drinks reception
Dinner
Thursday, 4 November
All timings in CET
12:00
13:00- 14:00
14:00 - 15:00
15:10- 15:50
16:00-16:40
16:50-17:30
19:30-20:00
20:00
Delegate registration
Lunch
Conference session 1:
Dex Hunter-Torricke
Building Facebook’s Oversight Board: a new type of governance for the digital age
In 2018 Mark Zuckerberg outlined a vision for a new system of content governance – one in which Facebook would make fewer decisions on its own about the most challenging content moderation challenges facing the company. In October 2020, that vision became a reality with the launch of the Oversight Board. In this presentation, Dex Hunter-Torricke, head of communications for the Oversight Board, shares some of
the key learnings from the Board’s early work.
Abrdn
Wellington Management
Alliance Bernstein
Vontobel Asset Management
Jupiter Asset Management
Amundi Asset Management
T.Rowe Price
Drinks Reception
Dinner
Wednesday, 3 November
All timings in CET
07:00 - 09:00
09:00 - 10:00
10:05 - 10:45
10.50 - 11.30
11:35 - 12:15
12:15
14:00
Breakfast
Conference session 3
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Buffet Lunch
Event close
Friday, 17 September
All timings in CET
08:00 - 09:00
09:00 - 09:10
09:10 - 10:10
10:15 - 10:55
11:00 - 11:40
11:45 - 12:25
12:25 - 13:40
13:45 - 14:45
14:50 - 15:30
15:35 - 16:15
16:20 - 17:00
17:05 - 17:45
19:30 - 20:00
20:00 - 23:00
Registration
Welcome session
Conference session 1
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Lunch
Conference Session 2
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Drinks reception
Dinner
Thursday, 16 September
All timings in CET
08:00 - 09:00
09:00 - 09:10
09:10 - 10:10
10:15 - 10:55
11:00 - 11:40
11:45 - 12:25
12:25 - 13:40
Registration
Welcome session
Conference session 1
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Lunch
13:45 - 14:45
14:50 - 15:30
15:35 - 16:15
16:20 - 17:00
17:05 - 17:45
19:30 - 20:00
20:00 - 23:00
Conference Session 2
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Drinks reception
Dinner
Thursday, 16 September
All timings in CET
Agenda
Sponsors
We are working closely with our host venue on Covid safe measures as we return to physical events and the in-person engagement that we have all missed. Our Covid protocols will reflect the local requirements at the time of the event and our Delegate Liaison team will be in touch in the weeks before with exact details of what these will be. For more information at this stage please contact the team on delegateliaison@citywire.co.uk
Director, Europe
Email
angus fOOTE
WE’RE BACK IN BERLIN – LIVE! After more than year of squeezing maximum value out of virtual meetings, at last we’re able to bring you face-to-face events once again! Citywire Berlin 2021 will follow the familiar format we’ve all missed so much, with a great line-up of portfolio managers, an exciting mix of keynote speakers, and that vital peer-to-peer interaction that is the source of so many new ideas.
Opening an exciting and varied line-up of main conference sessions, Dex Hunter-Torricke has worked for the UN, Google, Facebook and SpaceX. He now serves as head of communications at The Oversight Board, the independent body established to tackle and steer the responses of Facebook and Instagram to the most challenging content issues of the day. He will outline exactly what those challenges are and how the Oversight Board sets about tackling them, giving us a sense of how social media self-regulation might evolve.
The programme continues with Misha Glenny, an internationally renowned expert on global organised crime. Whether it's dope smugglers in British Columbia, oil/weapons/people traffickers in Eastern Europe, Japanese yakuza or Nigerian scammers, he will uncover for us the complex, globalised and franchised modern underworld.
Dedicated to demystifying the workings of the human brain, Dr Hannah Critchlow is a neuroscientist with a grounding in neuropsychiatry. Drawing on her research into cellular and molecular neuroscience, her keynote session will look at how our perceptions of the world influence our decision-making, and how fear and stress affect our behaviour.
Our Friday morning speaker, Judit Polgár, became the youngest ever Grandmaster at just 15 years old and is generally regarded as the strongest female chess player of all time. At the age of 9, Polgár won her first international tournament in New York and she was 11 when she defeated a Grandmaster for the first time. If you’re interested in strategy in its purest forms, her Friday morning keynote is a must-see session. She will also be re-enacting some of her most famous matches so if you’d like to play the role of a rival Grandmaster, drop me a line!
Of course we’re totally committed to keeping everybody safe, so the event will carefully observe all the relevant rules on social distancing. But this will very much be the Citywire Berlin we all know and love and with everyone having spent more than a year adapting to new ways of working, we’ll be celebrating the strength and resilience of the fund selection community. Join us as we look forward to the future, and reserve your place now!
Citywire Berlin 2021
Event Info
Agenda
Speakers
Workshops
In 1991 Judit Polgár became the youngest ever Grandmaster at just 15-year-old. She is generally regarded as the strongest female chess player of all time and in 2001 was proclaimed the Female Chess Player of the Century. At the age of nine, Polgár won her first international tournament in New York. This became a cover story in The New York Times. She was 11 when she defeated a Grandmaster for the first time. She became a world youth champion at the age of 12, and then 14 against boys only.
Judit won the title of International Grandmaster in 1991, at the age of 15, breaking the record of the legendary Bobby Fischer and becoming the youngest Grandmaster of all times. By 2004, she had advanced to the eighth place in the absolute world rankings, and in 2005, she had the chance to play for the men’s world title in San Louis. In her final years as an active chess player, she won a bronze medal at the Men’s European Championships in 2011 and represented Hungary eight times as a member of the men’s team at the Chess Olympiad, having won two silver medals, the second one in 2014.
Ski racer & Entrepreneur
Judit Polgár
Editor, Citywire Selector
Email
chris sloley
Event info
Agenda
Speakers
Workshops
Catch up Now
We are working closely with our host venue on Covid safe measures as we return to physical events and the in-person engagement that we have all missed. Our Covid protocols will reflect the local requirements at the time of the event and our Delegate Liaison team will be in touch in the weeks before with exact details of what these will be. For more information at this stage please contact the team on delegateliaison@citywire.co.uk
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Agenda
Speakers
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Click on each sponsor logo for more details
Workshops
Speaker:
Thomas is an Investment Manager on the European Credit Team and European Research Lead for the Climate Transition Bond Fund. He joined abrdn in 2013 on the graduate scheme. Since then, his roles have focused primarily on credit research, covering real estate and structured finance, among other sectors, in both public and private debt. Thomas graduated from the University of Manchester where he obtained a Bachelor of Laws (LLB) and a Master of Laws (LLM) in International Finance Law. He is a CFA Charterholder.
Ross is the senior investment specialist for the abrdn' equity fund range, and is responsible for the commercialisation and development of the equity asset class. He works alongside the equity investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies and customised investment solutions for wholesale and institutional clients globally. He has recently been involved in the development of the global equity impact strategy. Ross joined SLI in 2000, where he joined the Business Development team. Previously, Ross worked as the Head of Research at Scottish Life.
Representative:
Head of Wholesale Business Development – Germany & Austria
Michael Heidinger
Investment Specialist – Fixed Income
Adam Dmochowski
Senior Invest Specialist – Equities
Ross McSkimming
How to invest and benefit from the long-term shift towards greater sustainability
abrdn
Workshop details coming soon
Job title
Mobile
Email
Name
Investment Manager, Fixed Income Research
Thomas Leys
Contact us
Speaker:
Dev Chakrabarti is a Senior Vice President and Co-CIO for Concentrated Global Growth. Prior to joining AB in December 2013, he was a portfolio manager/analyst on the global equity research and portfolio-management team at WPS Advisors. Chakrabarti joined W.P. Stewart in 2005 as a member of the European equity research and portfolio-management team, and moved to New York in 2008 to focus on global portfolios. Earlier in his career, he worked as an M&A analyst at Merrill Lynch, a financial analyst at Unilever and an equity analyst at J.P. Morgan Securities, where he specialized in European technology stocks. Chakrabarti holds a BSc (Hons) in economics from the University of Bristol and an MSc in finance from London Business School.
Location: London
Representatives:
Job title
Mobile
Email
Name
Director - Iberia
Miguel Luzarraga
Managing Director, Head of Retail/Wholesale Business, Central & Eastern Europe
Martin Dilg
Job title
Email
Name
Co-CIO and Portfolio Manager Concentrated Global Growth
Dev Chakrabarti
Future returns will likely come with increased volatility. We continue to believe that equity markets offer a more attractive risk/reward profile than most other asset classes. Focusing on stocks that have shown consistency of earnings through good and challenging periods is a prudent path to generating long-term returns. Dev Chakrabarti, Co-CIO & Portfolio Manager of AB’s Concentrated Global Equity portfolio, will explain how fundamental analysis and a high conviction approach is essential in selecting companies that can deliver persistent growth over the long-term.
Workshop objective:
Seeks long-term growth of capital by Investing in a concentrated portfolio of global growth companies with strong fundamentals trading at attractive valuations.
Quality, Consistency and Concentration
alliance bernstein
Workshop details coming soon
Speaker:
Piergaetano is the Head of Equity Solutions at Amundi Asset Management as well as the Lead Portfolio Manager of Amundi Funds Global Equity ESG Improvers. Before joining the Global Equity team in October 2001, Piergaetano managed portfolios for the Far East Equity team. In the first 5 years of his career, he managed initially Japanese equity portfolios and subsequently expanded to Asian funds. Prior to joining Pioneer Investments in May 1998, Piergaetano was a Japanese Equity Portfolio Manager with IMI-Fideuram in Milan from 1996 to 1998. He is an Economics graduate from the University of Perugia. Piergaetano is also a Chartered Accountant and a Certified Public Accountant in Italy.
He is a CFA® charterholder since 2004.
Representative:
Job title
Mobile
Email
Name
Executive Director, Amundi Germany
Elin Naevermo
Head of External Distribution France, Monaco & Greece
David Benmussa
Job title
Email
Name
Head of Equity Solution –Lead PM Amundi Global ESG Improvers
Piergaetano Iaccarino, CFA
In Amundi's search for tomorrow's ESG winners, we introduced the ESG Improvers range of Funds, with a more dynamic and forward-looking approach to traditional sustainable investing, and fully integrated with our active bottom-up investment process
To capture the ESG premium not yet fully priced in by the market, we aim to identify companies that combine strong fundamentals with positive initiatives to improve their ESG profile. In other words, we want to recognize and extract value from attractive businesses on an upward ESG trajectory.
This is an inclusive approach, where, by targeting companies on their sustainability journey from ESG Improvers to Winners, we can make the a real difference for investors return, and for a better tomorrow.
ESG Improvers: Invest in the ESG Leaders of tomorrow, today
Amundi Asset Management
Workshop details coming soon
Speaker:
Prior to joining Artisan Partners in January 2019, Mr. Newman was a director of business development at BlackRock where he led a sales team within the institutional client business. Before that, Mr. Newman was responsible for spearheading the institutional distribution effort on behalf of the largest sell-side, exchange-traded fund desk at a global financial firm. Earlier in his career, Mr. Newman was an equity strategist at Lehman Brothers and Barclays Capital. He began his career as a specialist and member of the New York Stock Exchange in 1998. Mr. Newman holds a bachelor’s degree in finance from Georgetown University and a master’s degree in business administration from New York University Stern School of Business.
Representative:
Associate Director - EMEA Distribution
Tina Stroemlev
Director - EMEA Distribution
Marina Poletto
Head of EMEA Distribution
Andrew Marks
Job title
Email
Name
Managing Director, Product Specialist for the Antero Peak Group at Artisan Partners
Brian Newman
Brian Newman will discuss the team’s approach to thematic idea generation in its pursuit of attractive risk-adjusted returns. The Antero Peak Group’s approach is designed to identify inflections in multi-year trends where the team has differentiated views on industry fundamentals. Risk management is woven throughout the process—from deep, bottom-up analysis to portfolio construction in an effort to deliver consistent returns that exceed the benchmark. As Brian’s presentation will demonstrate, the Antero Peak Group has generated robust near and longer-term results, while maintaining lower volatility than the broad market (as measured by the S&P 500). The team believes the quality of their returns is a direct reflection of the successful execution of their rigorous process.
Workshop objective:
This presentation will help attendees understand the team’s disciplined approach to investing—an approach that is founded on thematic idea generation and driven by fundamental research, thoughtful portfolio construction and proactive risk management.
The Pursuit of Alpha
artisan partnerS
Workshop details coming soon
Speakers:
Amanda is a Portfolio Manager at AXA IM Framlington Equities. She is responsible for managing the Clean Economy strategy and the co-manager of our Global Thematics strategy. Amanda is also the Utilities (sector) / CleanTech (theme) specialist within our internal research team. She was previously a member of the Emerging Markets team with a focus on energy, utilities, consumer and healthcare. Prior to joining AXA IM, Amanda was an Investment Analyst at Nevsky Capital and began her career at PricewaterhouseCoopers in corporate finance. Amanda holds a BA (Hons) in Economics from the University of Newcastle Upon Tyne and is an Associate Chartered Accountant.
Mark is Head of Framlington Equities and Lead Portfolio Manager of several global and European equity accounts, including the Global Thematic strategy. Mark has 23 years investment experience. Prior to AXA IM, Mark started his fund management career at Hambros Fund Management in 1995 and gained a wide range of fund management experience running European, EAFE and global portfolios. Mark holds a Bachelor of Geography (Hons) from the University of Bristol and a Master in Finance from London Business School.
Representatives:
Representatives:
Job title
Mobile
Email
Name
Head of Wholesale Business Development – Belgium & Luxembourg
LinkedIn
Morgan Majerus
Director Sales Germany, Client Group Core
Immo Gatzweiler
Head of Framlington Equities
Mark Hargraves
Portfolio Manager
LinkedIn
Amanda O’Toole, ACA
The investment landscape is evolving rapidly as more companies embrace the need for change to address the major issues of our time. For investors, this means it’s crucial to view the world through a lens that looks beyond traditional sectoral or geographic buckets to focus on overarching themes, such as the sustainability of life on earth. Our Clean Economy strategy invests in the innovative companies creating solutions to address pressures on scarce natural resources and the urgent need for carbon emission reduction. The strategy is part of our ACT product range, which aims to enable clients to take action on environmental and social issues through their investments, while aiming for long-term investment returns.
Workshop objective:
To provide investors with a deeper insight into responsible and thematic investing, on the example of the Clean Economy, which can help future-proof investment portfolios by identifying the companies which are best positioned for long-term changes.
Investing for financial returns and a sustainable future
axa investment managerS
Workshop details coming soon
Speaker:
Ben is a Client Service Director in the Clients Department and Chairs the China Product Group. He joined Baillie Gifford on the Investment Management Graduate Scheme in 2001 and was an Investment Manager in our Emerging Markets Team until 2008, when he relocated to China. Ben worked in Hong Kong for 6 years as an Executive Director in the Asian Equities business at UBS. He returned to Baillie Gifford in 2018. Ben is a CFA Charterholder and has an MBA from the University of Oxford. He graduated MA in Geography from Mansfield College, Oxford in 2001.
Representatives:
Client Service Director
Diana Philip
Client Service Manager
Sarah Hardy
Senior Manager, Business Development
Tanja Schneider
Investment Manager
Sophie Earnshaw
Client Service Director
Ben Buckler
China polarises investment opinion. We address the balance of opportunities and risks through the eyes of curious stock pickers, who believe this is an excellent opportunity to go beyond broad generalisations to find the most exciting companies of the next decade. Our edge is based on a philosophy and approach that recognises generating outsize returns requires participation in disruptive and secular shifts that play out over multiple years, not quarters. This is reinforced by an alignment of incentives and a focus on the growth upside and differentiated insights that are rarely captured in today’s share prices.
Workshop objective:
• How to understand China as an asset class within global equities?
• How to balance the opportunities and risks of investing in China?
• How to navigate societal, cultural and economic developments in China, including regulatory and geopolitical discussion.
The Giant Panda in the Room – Thinking differently about China
baillie gifford
Workshop details coming soon
Speaker:
Ramón joined BNPP AM in 2016 as Investment Specialist for thematic and specialised equities. Previously Ramon was head of sales for Europe and LatAm in FundsQuest Advisor and was Head of Institutional Clients for Iberia at Fortis. Previously he was CEO of the ABN AMRO office AM (2005-2008), he worked at ING IM as institutional Clients Director, and Morgan Stanley in marketing and private banking. Ramon is a graduate in International Relations from Georgetown University and in Economics from the University from Siena. He also has an MBA from the Rotterdam School of Management.
Representatives:
Job title
Mobile
Email
Name
Head of Fund Distribution Germany
Tanja Gudjons
Senior Sales Manager
Sebastien Mayer
Job title
Email
Name
Senior Investment Specialist,
Thematic Equity
Linkedin
Ramon Esteruelas Berlinguer
Inequality has been more prevalent
through the pandemic resulting in heightened focus on the ‘S’ of ESG. The strong social inequalities that exist in our societies provides an opportunity for companies and investors to identify and tackle social issues with the aim of creating a fairer and more equitable society. Research has also shown that companies that focus on social metrics can achieve a tangible difference in their performance. We seek out those companies that promote better social equality in their practices, with the aim of increasing the value of assets over the medium term.
Workshop objective:
The Fund seeks to increase the value of its assets over the medium term by investing in worldwide companies which support the vision of a more inclusive and sustainable society.
Inclusive Growth – Working towards a more equitable society
BNP Paribas Asset Management
Workshop details coming soon
Speaker:
Julie Dickson is an investment director at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors. She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.
Representatives:
Job title
Mobile
Email
Name
Managing Director
Marnix Van Den Berge
Managing Director
Matthias Mohr
Job title
Email
Name
Investment Director
Julie Dickson
Thirty-five years ago, a member of the World Bank asked Capital Group to help promote private investment in developing economies by launching the world’s first emerging market (EM) equity strategy. They envisioned the strategy as a catalyst for less developed countries to open their financial markets to foreign investors, generating capital for much-needed growth.
The strategy, Capital Group Emerging Markets Growth, was incepted in 1986 and in May 1990 we launched Capital Group Emerging Markets Growth Fund (LUX), the Luxembourg-domiciled UCITS fund based on the strategy and sharing the same objective: to achieve risk diversification and long term growth of capital by investing in companies based and/or which have substantial activities in emerging markets.
Our history of investing in emerging markets, an experienced team of portfolio managers and analysts and on-the-ground presence help us to uncover key investment opportunities in rapidly growing regions. We believe that a bottom-up, active investment approach is the most robust way of accessing those growth opportunities while addressing some of the structural shortcomings of emerging market indices.
Seeking to capture the growth potential of emerging economies
capital group
Workshop details coming soon
Speaker:
Joseph Mouawad is a Fund Manager in the International Bonds team. Joseph entered Carmignac in 2015 as an analyst specialised in EM fixed income and currencies and became Fund Manager in 2018. He began his career at Barclays Capital in 2005, where he worked as a fixed income quantitative analyst. In 2007, he shifted to trading positions, first in interest rates derivatives at JP Morgan and then in EM fixed income trading at Deutsche Bank from 2008 to 2013. Finally, he entered Caxton in London, where he was Portfolio Manager. Joseph holds a Master's degree in Applied Mathematics and Multidisciplinary Engineering from Ecole Centrale and a Master's degree in Financial Mathematics from Dauphine University and ENSAE.
Representatives:
Job title
Mobile
Email
Name
Business Development Director
Ramon Carrasco
Head of Country Germany & Austria
Nils Hemmer
Job title
Email
Name
Fund Manager
Joseph Mouawad
With low yields it is becoming increasingly hard to find sources of performance across global market. However, both the local and external emerging markets universe, continue to offer higher yields and attractive market opportunities. Joseph Mouawad, portfolio manager of Carmignac Portfolio EM Debt, will explain how to take advantage of this prolonged period of financial repression in developed sovereigns, by investing in emerging market bonds and benefit from the flexibility offered by the fund.
Workshop objective:
Joseph Mouawad, fund manager and our EM specialist, will discuss how his actively managed fund aims to capture emerging market bond opportunities with a sustainable approach (SFDR Fund Classification: Article 9), whatever the market conditions.
Exploit fixed income opportunities across the entire emerging universe
carmignac
Workshop details coming soon
Speaker:
Ben is a Client Service Director in the Clients Department and Chairs the China Product Group. He joined Baillie Gifford on the Investment Management Graduate Scheme in 2001 and was an Investment Manager in our Emerging Markets Team until 2008, when he relocated to China. Ben worked in Hong Kong for 6 years as an Executive Director in the Asian Equities business at UBS. He returned to Baillie Gifford in 2018. Ben is a CFA Charterholder and has an MBA from the University of Oxford. He graduated MA in Geography from Mansfield College, Oxford in 2001.
Representatives:
Job title
Mobile
Email
Name
Head of Wholesale Business Development – Germany & Austria
Michael Heidinger
Investment Specialist – Fixed Income
Adam Dmochowski
Job title
Email
Name
Client Service Director
Ben Buckler
Climate change is one of the largest threats of our time and impacts future generations as well as countries and companies around the globe today. Tackling it requires trillions of dollars of investment every year to transform our world into one that emits net-zero greenhouse gases. This transformation comes with significant opportunities for investors. The global economy and the environment are inextricably linked. As the global economy has grown and developed, so too has our impact on the world’s resources, ecosystems and climate in ways that are both unprecedented and unsustainable. The ASI Climate Funds Range seeks to generate strong long term performance by investing in companies that develop or use products and services designed to drive resource efficiency, support the transition to a low carbon economy and address the wider environmental challenges we face.
Workshop objective:
To better understand how ASI are helping investors contribute to a more sustainable world, while still achieving strong investment returns.
How to invest and benefit from the long-term shift towards greater sustainability
How to invest and benefit from the long-term shift towards greater sustainabilityHow to invest and benefit from the long-term shift towards greater sustainability
eurizon
00:00 - 00:00
Workshop details coming soon
Speakers:
Cornelia has over 10 years of investment experience. She joined Fidelity in 2010 and worked as an analyst until 2021 covering a number of sectors including European Mid-cap Utilities, US Health Care, US Consumer Discretionary and US Capital Goods. She was appointed co-Portfolio Manager on the Fidelity Sustainable Climate Solutions strategy in 2019. She has an MA in Classics from Oxford University.
Representatives:
Senior Sales Manager Iberia
Tel : +34.917884119
Email
Ana Carrisso
Senior Managerin Key Accounts Fund Buyer
M: +49 151 525 63688
Email
Eva Roure
Head of Fund Buyer Business
M: +49 171 683 6770
Email
Bettina Bosch
Portfolio Manager
Cornelia Furse
Portfolio Manager
Velislava Dimitrova
The climate emergency is real and there is growing momentum and widespread acknowledgement by governments, corporations and society as a whole that climate action is the need of our times. In order to keep global warming to the 1.5 °C above pre-industrial levels as recommended in the Paris Agreement, the global economy will need to go through a radical transformation, affecting every area of human activity. This transformation will span decades and have significant investment implications, creating structural growth opportunities in some sectors while rendering some business models obsolete. The FF — Sustainable Climate Solutions Fund is designed to capture the long duration structural growth opportunities decarbonisation will provide by investing in the solutions to the decarbonisation problem. It also offers protection from the disintermediation to many sectors that the transition to a low carbon world will cause. Unlike other funds in the climate arena that look to benefit from the issue of climate change, and ones that avoid carbon intensive sectors, the ethos of this fund is targeted around investing in solutions to the issue. Thus, carbon reduction rather than carbon avoidance lies at the heart of the philosophy.
Workshop objectives:
- Understand the different kinds of decarbonisation solutions that are investible today
- Get to know how Velislava Dimitrova and Cornelia Furse manage to create alpha and contribute to decarbonisation
FF Sustainable Climate Solutions: Carbon Reduction not Carbon Avoidance
Fidelity International
Workshop details coming soon
Representatives:
Sales Manager Northern Europe
Patrick Rooney
Head of Germany & Austria Sales
Levente Kulcsar
Head of Sales and Distribution, Managing Director
Rupert Haddon
Job title
Email
Name
Senior Product Specialist
Gregg Guerin
Quality stocks and companies exhibiting low volatility have a history of outperformance during market downturns. The Capital Strength Strategy combines these factors, providing investors with a time-tested approach to selecting stocks regardless of the emotional whipsaws of the market.
Rules enable action in the face of Fear, Exuberance and Uncertainty. We are excited to present our rules-based philosophy for selecting high quality companies across any market.
Workshop objective:
• Discover those factors that can help to provide downside protection
• Explore a Multi-Factor Strategy with a demonstratable track record during corrections
• Discuss the resilience of the Quality factor during inflationary periods
In Focus: Managing market uncertainty, inflation, and supply chain constraints using quality and low volatility factors
first trust
Workshop details coming soon
Speaker:
Lewis is responsible for communicating the Henley Investment Centre's fixed interest investment capabilities to external and internal clients.
Lewis began his investment career with the firm within the Henley Investment Communication team in 2000. He joined the Fixed Interest team in 2003 as Product Director and took up his current role of Head of Fixed Income Products in 2014. He holds a BA (Honours) in International Relations from Sussex University.
Representatives:
Head of Financial Institutions & Wealth Management
David Nolten
Head Banks Distribution Switzerland
Manuel Fuchs
Job title
Email
Name
Head of Fixed Income Products
Lewis Aubrey-Johnson
Climate investing is moving into the mainstream as the fund management industry launches new products in response to an awakening of investor consciousness of climate issues. Invesco’s approach is to manage actively, focusing on corporate bonds and searching for investments with ‘strong climate characteristics’. In other words, for companies the managers consider to be performing well relative to peers with respect to climate change. This is more than a ‘low carbon’ or ‘green bond’ approach. We think the right approach is to invest in a wide range of sectors – even those with high carbon intensities, to provide financing to those companies doing the most to facilitate the transition to a low carbon economy.
Workshop objective:
In the workshop we will use an Invesco fund as an example. The objective of the session is to:
1, Introduce the concept and approach
2, Describe the climate investment process, illustrated by examples
3, Explain which climate-related data the team reports
4, Show the portfolio composition
Investment in environmental and climate bond opportunities
invesco
Workshop details coming soon
Speaker:
Mark is a fund manager in the fixed income team. Before joining Jupiter, Mark was head of fixed income and a portfolio manager at Merian Global Investors. Prior to this, he worked at Invesco Asset Management, where he was head of global multi-sector portfolio management and head of European fixed income strategy. He began his investment career in 2001. Mark has a BSc in Chemistry and is a CFA® charterholder.
Representatives:
Representatives:
Sales Director
T: +41 (0)43 502 93 07
Email
Paolo Schiavano
Head of Germany and Austria
T: +49 69 24753 9890
Email
Dominik Isser
Head of Iberia
T: +34 661 924 806
Email
Félix de Gregorio
Job title
Email
Name
Fund manager
Mark Nash
Will developed market inflation materially rise for the first time in a generation? Central banks seem unsure whether to stick or twist, so how are investors supposed to react? In this new world, a highly flexible and liquid approach is needed to extract value from fixed income markets that traditional strategies cannot reach. Mark Nash, fund manager of the Jupiter Strategic Absolute Return Bond fund, will outline how his team’s approach – which focuses on dynamic asset allocation with an emphasis on risk management – is designed to deliver returns at all parts of the cycle. Mark will also explain how his view on the macro environment is reflected in current portfolio positioning.
Workshop objective:
After this session, attendees will appreciate the macro challenges that face traditional fixed income strategies, and be able to explain how the Jupiter Strategic Absolute Return Bond fund’s dynamic asset allocation provides a flexible alternative.
An alternative fixed income solution for a changing world
Jupiter Asset Management
Workshop details coming soon
Speaker:
Aanand heads up the ETF Investments team at LGIM and is responsible for investment strategies tracked by LGIM ETFs. He joined LGIM as part of the Canvas team that was acquired from ETF Securities in March 2018. Prior to that, he worked at Barclays Capital and Goldman Sachs as a vice president within their index research and structuring groups respectively; and at University of Sussex as an assistant professor in finance. He has published papers in top academic journals and co-authored book chapters. Aanand holds a PhD in mathematical finance and a master’s in applied mathematics from the University of Reading.
Representatives:
Senior Investment Sales Manager, Wealth Management
Chris Massey
Head of Wholesale Distribution, Germany & Austria, EMEA
Philipp Graf von Königsmarck
Head of ETF Investment Strategies
Dr. Aanand Venkatramanan
Global temperatures are currently on a trajectory to increase by nearly 4°c above pre-industrial levels, which would be truly catastrophic, unless action is taken. Achieving net-zero emissions is therefore an international priority, with $130 trillion of investment needed by 2050 (including $20 trillion by 2025).
For investors, the path to net zero is thus more than a social imperative; it’s also an opportunity to align portfolios with climate objectives and invest in long-term growth markets focused on effecting positive change. We believe three technology value-chains will in combination facilitate the transition to a lower-carbon world and seek to benefit from the waves of investment into climate solutions – batteries, hydrogen, and clean energy.
Workshop objectives:
- The potential benefits of investing in decarbonisation strategies
- LGIM’s approach to investing in these themes
Investing in the technologies that can decarbonise the world
Legal & General Investment Management (LGIM)
Workshop details coming soon
Speaker:
Douglas Hayes is an Equity Analyst at Macquarie with over 13 years of investment experience. He joined Macquarie’s Global Listed Infrastructure team in 2015 and was initially responsible for coverage of European Transport Infrastructure sector. He has since expanded his coverage to include both European Communication Infrastructure and North American Transport Infrastructure stocks. Prior to joining Macquarie, he worked at Morgan Stanley and MFS Investment Management. He earned an MBA from the University of Cambridge Judge business school in 2009.
Representatives:
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Mobile
Email
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Managing Director (MAM), Client Solutions Group
Philip Mikkelsen
Managing Director (MAM), Client Solutions Group
Armin Dolzer
Job title
Email
Name
Equity Analyst
Douglas Hayes
As we emerge from the Covid-19 pandemic, governments across the globe seek to stimulate their economy by increasing spending. However, this also raising the specter of inflation. Infrastructure spending can be an impactful component of economic growth, so this situation presents an interesting opportunity for the listed infrastructure sector. Further support could come as governments shift their focus towards more sustainable investments. We believe that listed infrastructure offers a distinct opportunity, including the potential for stable long-term capital growth, inflation-lined income, and portfolio diversification. Macquarie’s Global Listed Infrastructure team seeks to leverage their experience and infrastructure expertise to deliver attractive risk-adjusted returns using an actively managed, fundamentally driven, primarily bottom-up approach. This approach is enhanced with proprietary ESG and Quality frameworks. Analyst Douglas Hayes will explain how this framework comes together to generate attractive sustainable risk-adjusted returns, especially through recent market volatility.
Workshop objective:
Explain the prospects for the list infrastructure sector and how Macquarie’s Listed Global Infrastructure team aims to capitalize on these opportunities.
Global Listed Infrastructure: Investing through & beyond the pandemic
macquarie
Workshop details coming soon
Speaker:
Alexander Dominicus joined MainFirst back in 2009. In his function as a portfolio manager he is a member of the MainFirst Top European Ideas Fund and the MainFirst Germany Fund management team. Previously, he completed a trainee programme at MainFirst Bank and gained experience in various areas of the bank as well as international work experience in London and New York. Alexander Dominicus completed his vocational training as a bank clerk and holds a degree in Business Administration with a specialisation in Finance.
Representatives:
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Mobile
Email
Name
Institutional Business Development – Director at FENTHUM (Deutschland) GmbH
Anastassia Engel
Business Development Services Director – Deputy Global Head of BDS & Country Head of BDS Benelux at FENTHUM S.A.
Cédric van Kerrebroek
Portfolio Manager
Alexander Dominicus
Last year’s European lockdown measures as a result of the coronavirus meant that companies needed to react immediately with rapid cost reductions, liquidity measures, and working capital management. Selected small and medium-sized enterprises, in particular, have done a tremendous job of adapting their businesses to the challenging situation while, at the same time, maintaining their focus on clients and long-term growth investments. Speed and agility are key prerequisites in order to differentiate oneself from the competition, to use a crisis for market share gains, and to effectively prepare for and participate in the ongoing economic recovery. Although equity markets have already reached all-time highs, there are still promising stocks that can deliver a significant contribution to performance.
Workshop objective:
After the historic economic downturn during the coronavirus crisis, many companies experienced a dynamic recovery. But why have some businesses managed the crisis better than others and how can appropriate stock selection help investors benefit from the economic recovery?
European Hidden Champions – what makes companies successful, particularly during crisis periods?
MAINFIRST ASSET MANAGEMENT
Workshop details coming soon
Speaker:
Nolan Hoffmeyer is a Senior Portfolio Manager.
Mr Hoffmeyer will be the co-manager of the Thematics AI & Robotics and Safety strategies. He has 6 years of experience. He was previously with Pictet Asset Management (since 2012). Nolan graduated from the University of St. Gallen with a bachelor in business administration and he holds a master in financial engineering from the University of Lausanne. Mr Hoffmeyer is also a CFA® charterholder
Representatives:
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Mobile
Email
Name
Managing Director, Head of Retail & Wholesale, Germany and Austria
Patrick Sobotta
Managing Director, Head of French-Speaking Switzerland and Monaco
Sophie Courmont
Job title
Email
Name
Senior Portfolio Manager
Thematics Asset Management – An affiliate of Natixis Investment Managers
Nolan Hoffmeyer, CFA
In a context of high uncertainty, subscriptions offer both companies and investors highly valued visibility. Visibility provides a better predictability of future revenue streams and also enables enterprises to deploy capital more efficiently as companies continuously invest in their own growth, continuously perfecting their offering, thus maintaining their leader position. More and more companies have been adopting this model, across a wide array of industries this alone is a token of the undeniable success of the subscription model.
Workshop objective:
Nolan Hoffmeyer will present the Subscription Economy Theme, highlighting the strength of the model and how it generates long term value for investors.
Subscription economy: an economic model tailored for the future
Natixis Investment Managers
Workshop details coming soon
Speaker:
Charlie is a portfolio manager in Ninety One’s Quality team. His focus is on global investments, in particular Asian equities. Prior to joining the firm, Charlie was a portfolio manager at Coupland Cardiff Asset Management, an Asian investment firm with offices in London and Singapore, where he was the lead portfolio manager for CC Asia Alpha, a long-only Asia ex-Japan fund. Before that he held senior positions at J.P. Morgan; he was the director of Asia Pacific Research and head of Asia Pacific Consumer Research. Charlie has a Bachelor of Science degree in Geography from Durham University and has passed Level III of the CFA® Programme.
Representatives:
Job title
Mobile
Email
Name
Country Head, Director of Financial Institutions
Aymeric Francois
Managing Director, European Client Group
Richard Haxe
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Email
Name
Asia Pacific Franchise Fund, Portfolio Manager, Ninety One Quality team
Charlie Dutton
After the post COVID liquidity- fuelling a rise in markets, and with the prospect of rising inflation- markets have been turning back to fundamentals. Not surprisingly Quality companies have prospered in this environment. Ninety One believes this will continue - with the market favouring companies with strong business models and strong structural growth drivers.
The Ninety One Quality team scour the world for such companies, which also typically have high customer loyalty, strong brands and low debt. During the presentation, Charlie Dutton will discuss how the universe of Quality companies is evolving and how Ninety One goes through the rigorous research process to find them. He will explain that there aren’t many companies that meet the Ninety One Quality team’s exacting requirements, and demonstrate how this approach leads to high conviction differentiated portfolios. He will also show how it can lead to resilient return profiles, even in uncertain times.
Charlie will profile the Global Franchise, Asia Pacific Franchise and Ninety One’s full Quality fund range.
Investment involves risk, losses may be made.
Your client's investment is at risk of capital loss.
Workshop objective:
Provide insight into Ninety One’s differentiated approach to investing in Quality companies.
Why the market is turning to Quality?
ninety one
Workshop details coming soon
Speaker:
Joakim joined Nordea Investment Management as responsible for research on the Industrial as well as the Mining sector in March 2014. In November 2018, Joakim became the Lead PM for the new fund North America Stars. Since joining Nordea, he has conducted research in the Chemicals, Business services and Technology sectors. Throughout this period, Joakim has also been managing global funds in the Fundamental Equities team. As of 2017, Joakim is responsible for research on the Cyclicals Super Sector. Prior to joining Nordea, Joakim worked as an investment analyst for 8 years at CA Cheuvreux, Credit Agricole, providing bottom up research on several sectors, such as Mining, Oil, Shipping & Business Services. When he left CA in 2014 he served as Head of the European Mining sector.
Joakim holds a Msc in Finance from Stockholm School of Economics.
Representatives:
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Sales Director
Thomas Marner
Head of Discretionary Sales Germany
René Kappaun
Senior ESG Analyst
Philip Wrangberg
Lead Portfolio Manager
Joakim Ahlberg
The topic of sustainability has been increasingly integrated into the business model of American companies in recent years and is currently experiencing a further tailwind from President Joe Biden's investment plans: the topics of decarbonization, clean energy and optimizing the water balance are right at the top of his agenda. This is in line with the Nordea 1 - North American Stars Fund's investment philosophy of combining attractive income with sustainable investing. The fund has proven in the past that integrating ESG aspects into investment decisions is not only a tool for reducing risk, but can also lead to higher returns.
Workshop objectives:
Emphasize the importance of ESG in stock analysis
- Engagement as an essential component to generate impact
- Presentation of a successful ESG integrated investment solution
ESG In US equities: Benefiting from the tailwind of sustainability
Nordea Asset Management
Workshop details coming soon
Speaker:
Jonathan Butler is a Managing Director and the Head of the European Leveraged Finance Team (High Yield and Bank Loans) at PGIM Fixed Income, based in London. Mr. Butler is also the co-Head of the Global High Yield Strategy. He is a member of the board of directors of PGIM Limited, PGIM's UK-regulated business, and assists with developing and implementing the Firm's business strategy in the UK. Prior to joining the Firm in 2005, Mr. Butler was responsible for establishing and managing NIBC’s third-party CLO asset management franchise. At NIBC, he invested in senior and mezzanine loans for financial sponsor transactions (leveraged buyouts). Previously, Mr. Butler held investment positions with Chemical Bank (now JPMorgan Chase & Co.), where he originally received his credit training, and Industrial Bank of Japan (now Mizuho). Mr. Butler received a BA with honours in Financial Services from Bournemouth University, UK.
Representatives:
Account Manager, Financial Intermediaries, Switzerland
Nicolas Albrecht
Vice President, Head of Benelux and Nordic Accounts
Yvo van der Pol
Vice President, Head of German, Austrian and Swiss Accounts – DACH region
Thiemo Volkholz
Job title
Email
Name
Head of European Leveraged Finance, Co-Head of Global High Yield, PGIM Fixed Income
Jonathan Butler,
We are likely entering a new period of historically low defaults, according to PGIM Fixed Income, with several factors allowing issuers to reduce their cost of capital and extend their maturities. High yield bonds have rallied strongly since the depths of the COVID crisis, with additional spread tightening expected over the medium to long term. And as rating agencies continue to recognize the financial strength of issuers, rising stars are expected to outnumber fallen angels. Portfolio manager Jonathan Butler examines these trends and discusses opportunities in today’s European and global high yield bond markets.
Workshop objectives:
- Hear insights on high yield from one of the world’s largest active fixed income managers
- Understand the fundamentals driving the upgrade/downgrade cycle in European and global high yield markets
- Explore the macro trends creating outperformance opportunities across regions and sectors
High Yield: Why It’s Time for Another Look
PGIM Investments
Workshop details coming soon
Speaker:
Mr. Arnopolin is an executive vice president and portfolio manager in the New York office. He is co-chair of the emerging markets portfolio committee (EMPC) of PIMCO. Prior to joining PIMCO in 2016, Mr. Arnopolin served as a managing director overseeing emerging market fixed income portfolios at Goldman Sachs Asset Management. Previously, he worked as a portfolio manager at Fortress Investment Group. Mr. Arnopolin started his career in the fixed income departments at Citigroup and Deutsche Bank, trading mortgages and emerging markets products. He has 22 years of investment experience and holds a bachelor's degree in economics from Carnegie Mellon University. He also serves on the Board of Trustees of the Cancer Research Institute.
Representative:
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Job title
Anastassia Goeringer
Senior Vice President, Head of GWM Germany, Austria & Eastern Europe
Andreas Schmid, CEFA
Senior Vice President, Credit Product Strategist
Naveen Gulati
Portfolio Manager, Emerging Markets
Yacov Arnopolin
Gone are the days when investors could overlook emerging markets (EM). This may not be a familiar landscape for many, but this is exactly why yields remain attractive. Moreover, it is rare to find an asset class that can generate income, diversify one’s portfolio and where ESG considerations are critically important. PIMCO’s EM funds aim to do all of that, offering a rare portfolio solution in a period of elevated volatility, inflationary pressures and other important transitions for global markets. Our approach combines our global top-down views with fundamental bottom-up analysis, as we look for idiosyncratic alpha opportunities across what has become a large opportunity set.
Workshop objective:
• PIMCO’s view on Emerging Markets Debt.
• Investment implications: PIMCO’s EM funds as a large opportunity set of high-quality yield, diversification and sustainable investing.
• PIMCO’s investment style and idiosyncratic alpha opportunities.
Emerging Markets debt: generating income, adding stability, integrating to a sustainable investing
pimco
Workshop details coming soon
Speaker:
John joined Schroders in 2003 as a Global Sector Specialist covering the healthcare sector. His investment career commenced in 1994 when he joined Hill Samuel Asset Management in 1994 as a
graduate trainee, later becoming a junior portfolio manager for UK equities. From 1997 he worked at State Street Research and Management as a portfolio
manager/analyst. He joined Schroders from AXA Investment Managers, where he worked from 1998 in a global healthcare research role. He was voted top buy-side analyst for the pharmaceutical and healthcare sector in the Institutional Investor Pan European Equity survey in 2002.
Representatives:
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Head of Institutional Benelux
Wim Nagler
Senior Sales Manager, Germany and Austria
Caterina Ket
Job title
Email
Name
Fund Manager
John Bowler
Across the world, we are living longer – this is due to rapid advances in healthcare science, new procedures and better use of data science and computing power. At the same time, an increasing focus on healthy living and improved well being has never been more in the spotlight.In addition, the past 2 years have been a significant year for healthcare innovation, changing its landscape forever. Although traditionally seen as a source of relatively defensive growth, the rapid pace of change across the healthcare sector are opening up a new world of healthcare investment opportunities.
Workshop objective:
In this workshop, attendees will come out with an understanding of what healthcare innovation is, why it’s important, the driving forces behind it as well as how this translates into a portfolio.
Healthcare Innovation- investing in the world’s health
schroders
Workshop details coming soon
Speaker:
Sebastien Mallet is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price International Ltd and a portfolio manager in the Equity Division. Sebastien joined the firm in 2005. Prior to joining T. Rowe Price, he was a telecom banker at Credit Suisse First Boston in the Tokyo and London offices. He started his career as a financial analyst with France Telecom, based in Guangzhou, China, and Madrid, Spain. Sebastien holds a master's degree in finance, with honors, from the University of Paris and an M.B.A. from London Business School.
Representatives:
Job title
Mobile
Email
Name
Senior Relationship Manager - Spain and Portugal
Pedro Masoliver
Head of Distribution Belgium, France & Luxembourg
Philippe Goettmann
Job title
Email
Name
Portfolio Manager, Global Value Equity Strategy
Sebastien Mallet
Value stocks have seen a comeback since late last year after more than a decade of underperformance versus growth. In recent months, however, this move has faded, leading many investors to question again the longer term outlook for value investing. Is this another false dawn, or is Value here to stay this time? Portfolio Manager Sebastien Mallet will discuss the current market environment and examine the key considerations for Value investors. Applying a number of portfolio examples, he will describe his team’s approach to capturing the best global value opportunities across the investment cycle.
Workshop objective:
To understand current market dynamics and the possible environments over the coming years. Also, to appreciate the benefits of consistently investing across the value spectrum.
Why Global Value Investing Now?
t. rowe price
Workshop details coming soon
Speaker:
Elena Tedesco joined Vontobel Asset Management in June 2021. As a portfolio manager within the Listed Impact Team she is managing Global Impact Equities portfolios. Prior to joining Vontobel, she was co-portfolio manager at Federated Hermes and co-managed the global emerging markets ESG strategies. In addition, she was Director of Sustainability and developed the ESG approach for the emerging markets equity strategies. Prior to that, Elena was an analyst at Deminor, a Belgium-based independent research boutique, now part of ISS within the Deutsche Börse Group. Elena Tedesco holds a master's degree in European Economic Affairs from the College of Europe, a degree in economics and business administration, the Investment Management Certificate (IMC) and is a CFA charterholder.
Representatives:
Senior Relationship Manager
+34 91 520 9535
Email
Elena Nieto
Head of Sales Germany and Austria
+49 69 695 996 3264
Email
René Weinhold
Head of Sales EMEA
+41 58 283 73 27
Email
Francesco Tarabini Castellani
Job title
Email
Name
Portfolio Manager
Executive Director
Elena Tedesco, CFA
Governments and leading corporations around the world are committed to support the transition to a low carbon economy. Many of them introduce emission reduction targets and various incentives to achieve that goal. A growing number of asset owners want to contribute to the solution by gaining exposure to companies and new technologies supporting the transformation. They want to reflect their ESG convictions in their portfolios whilst delivering financial returns. What they are seeking is a “double dividend” of sorts – attractive returns and a positive impact on our society. Vontobel’s investment process targets companies offering scalable solutions via products and services that play a crucial role in this endeavour.
Workshop objective:
To highlight investment opportunities for asset owners who want to generate positive impact and monitor the underlying social / environmental KPIs.
The role of impact investing: What kind of world do we want to live in?
Vontobel Asset Management
Workshop details coming soon
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Speaker:
As Head Portfolio Advisors EMEA, Oliver oversees a group of investment specialists who work closely with portfolio managers as well as the firm’s macroanalysts to articulate our investment views to clients and prospects. In addition to that, he represents Wellington as a speaker at industry conferences particularly focusing on thematic investment strategies. Prior to joining Wellington in 2017, Oliver spent almost six years at Bank Julius Baer in Zurich, heading the Fund Investment Specialists team. In that role, he built up the private bank`s global fund advisory channel. Previously, Oliver held positions in the Global Wealth Management of Deutsche Bank in Luxembourg and worked in fund advisory roles at Union Investment and IFSAM S.A. Oliver holds a Diploma in Economics from the University of Trier, Germany.
Representatives:
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Head of Fund Buyer Business Germany – Business Development Manager
Marco Naeder
Business Development Manager
Christian Betzel
Job title
Email
Name
Head Portfolio Advisors EMEA
Oliver Schneider
Energy transition, rising interest rates, decarbonization and increased electrification, mitigation of inflation, rapid expansion of data infrastructure are just a few buzzwords that describe the current opportunity set in liquid infrastructure assets. In this presentation Oliver will explain how investors could potentially benefit from an investment in this multi-decade secular theme and be part of a transitional shift to a lower-carbon economy.
Workshop objective:
Learn how a concentrated portfolio of liquid infrastructure companies has the potential to generate attractive long-term investment returns and reduce the beta of your equity portfolio
Enduring Assets – Liquid Infrastructure as a game changer?
Wellington Management
Workshop details coming soon
For the best viewing experience of the workshops and to access any live interactions, please view this webpage on a desktop device.
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Climate change is one of the largest threats of our time and impacts future generations as well as countries and companies around the globe today. Tackling it requires trillions of dollars of investment every year to transform our world into one that emits net-zero greenhouse gases. This transformation comes with significant opportunities for investors. The global economy and the environment are inextricably linked. As the global economy has grown and developed, so too has our impact on the world’s resources, ecosystems and climate in ways that are both unprecedented and unsustainable. The abrdn Climate Funds Range seeks to generate strong long term performance by investing in companies that develop or use products and services designed to drive resource efficiency, support the transition to a low carbon economy and address the wider environmental challenges we face.
Workshop objective:
To better understand how abrdn are helping investors contribute to a more sustainable world, while still achieving strong investment returns.
Senior Sales Associate
Alexandre Pouteau
Speaker:
Mithran is a client portfolio manager on the Fundamental Equity team, specializing in Emerging Markets. His responsibilities include client service and product management for the institutional, third party and high net worth channels. Mithran joined Goldman Sachs Asset Management in 2013. Prior to that, he was an investment advisory analyst with RBS in Mumbai. He graduated from Narsee Monjee Institute of Management Studies with a B.Com degree in 2010. Mithran was awarded the Chartered Financial Analyst (CFA) charter in 2016.
Representatives:
Executive Director
Jan Sicking
Executive Director
Sven Pape
Job title
Email
Name
Executive Director, Client Portfolio Manager Emerging Markets Equity
Mithran Sudhir, CFA
In our GS Emerging Markets Equity ESG Portfolio, sustainability is deeply embedded into our investment process. Three years after fund launch, we are now more convinced than ever: as bottom-up, long-term buyers of public equity, considering the sustainability of a business is not a choice, but paramount to our success. We empower our analysts to navigate one of the most complex areas of investing – an area that cannot always be captured by a number – and promote active engagement to drive stakeholder value over the entire holdings period. We truly believe that in order to be a good investor you need to be an ESG investor.
Workshop objectives:
Shining a light on:
• How ESG can drive performance and mitigate risks in EM
• How we embed ESG into our research process
• Where raw data reaches it limits and direct engagement needs to step up
Uncovering GEMs via an ESG focused approach
Goldman Sachs Asset Management
Workshop details coming soon
Executive Director
Patricia Hein
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