In a career that encompasses the UN, Google, Facebook and SpaceX, as well as political speechwriting, Dex 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 Hunter-Torricke 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 Commuinications 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.
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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 Fund Group Workshop Fund Group Workshop Fund Group Workshop Closing comments Lunch
Friday, 5 November
All timings in CET
08:00-09:40 09:40-09:50 09:50-10:50 10:50-11:30 11:35-12:15 12:25-13:05 13:05-14:35 14:35-15:35 15:35-16:15 16:25-17:05 17:15-17:55 18:05-18:40 20:00- 20:30 20:30-23:00
Registration Welcome address Conference Session 1 - Gianmaria Sannino Climate change, what’s next? The last few years saw record-breaking temperatures and unprecedented ice melt. That’s all likely to get worse in the future and if Earth warms more than 1.5 degrees, scientists think the world’s ecosystems could start to collapse. So what can we really expect in the next years? Furthermore, as entire regions and global industries could be potentially stranded, which assets will be more impacted so their investment returns? In this tailor-made session Dr Gianmaria Sannino, Head of the Climate Modelling Laboratory and Impacts of ENEA* will tackle all these questions sharing the latest research on what may transform our world, revealing the guidelines investors can use going forward. Morgan Stanley Investment Management DNCA Investments BNY Melllon First Trust Global Portfolios Table planned lunch Selector Hard Talk Evolution of best practices in fund selection: what have we learned over the years? Citywire Florence 2021 will see another edition of our fund selector-led panel session chaired by Cristina Dalia, fund manager at Eurizon Capital SGR, featuring prominent fund selection professionals offering first-hand tips on fund selection best-practices and providing new ideas to take back to your office and put into practice. Jupiter Asset Management ABRDN Wellington Management MainFirst Lazard Fund Managers BNP Paribas Asset Management Drinks reception Table planned dinner
Thursday, 18 November
All timings in CET - Click on the links to watch the sessions
07:00-09:00 09:00- 10:00 10:00-10:40 10:45-11:25 11:30-12:10 12:10
Breakfast at leisure Conference Session 3 - Christian Miccoli Making sense of crypto markets, crypto and digital currencies and blockchain In the last few years, digitalisation has spread to every corner of our lives and transformed how we pay and invest, and it is now changing central banks’ role. Words such as mining, digital euro, digital yuan but also stable coins and meme coins, are now part of our daily lives but there is still a great deal of confusion about how to put all the pieces together and understand what will come next. In this new and exclusive session, Christian Miccoli, co-founder of Italian bitcoin startup Conio, will shine a light on all these challenges, look at the big picture and reveal what’s coming next. We will also be joined on stage by Damiano Bonazzi, product manager at Banca Widiba, who will introduce our keynote speaker and moderate the Q&A session. MFS Polar Capital Nordea Asset Management T.Rowe Price Vontobel Buffet lunch
Friday, 19 November
All timings in CET / Click on the links to watch the sessions
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
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
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
Agenda
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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
WE’RE BACK IN FLORENCE – LIVE! Firmly established as the biggest and best event for fund selectors in Italy, our flagship Italian retreat set in the iconic city of Florence is back in November. As always, the event serves as an excellent opportunity for fund professionals to uncover new opportunities and investment ideas, while also taking the time to discuss their current thinking with their peers. FIRST & FOREMOST, the wellbeing of our guests remains very important to us and with this in mind we will have in place a strong Covid-19 protocol, with procedures and safety measure to safeguard our guests.
Florence Retreat 2021
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Gianmaria Sannino, PhD, has been the Head of the Climate Modelling Laboratory and Impacts of ENEA since 2015, the Italian National Agency for New Technologies, Energy and Sustainable Economic Development. He has more than 25 years of experience in climate and ocean modelling. His current research activities are focused on the development and assessment of state-of–the-art regional climate models and their application to the renewable energy sectored coastal protection. He will be sharing insights on the possible impacts and risks of climate change so that you can reflect on whether you portfolio is ready for the climate emergency.
Gianmaria Sannino
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Delegate registration Lunch Conference session 1: Dex Hunter-Torricke Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks Reception Dinner
Selector Hard Talk
Country Head, Italy Email
Beatrice Mancini
Head of European Research Email
Pietro Cecere
Barbara is currently responsible for coordinating the activities of Amundi’s Italian team of Fund Selection. As Selection Portfolio Manager in the Amundi Fund Research team, she also manages the Corporate Investment Grade portfolios of the unit-linked funds and is responsible for the search and selection of Euro Corporate Investment Grade and Convertible Bonds funds. She previously worked in the Pioneer Customized High Net Worth Portfolios team, managing asset management for the High Net-Worth Individuals segment. Before joining Pioneer Investments in 2005, she worked at Unicredit Private Asset Management as Portfolio Manager, at Banco di Sardegna S.p.A. as Junior Private Banker and at Banca Esperia S.p.A. as Private Banker for the Ultra High Net Worth Individuals segment. Barbara holds a degree in Financial Economics from the Università Cattolica del Sacro Cuore in Milan.
Head of Fund Selection Amundi
Barbara Costa
Fabio Catalano works in the third party analysis and selection department of BancoPosta Fondi SGR: in those years he has helped to build the quantitative process. Previously, from 2010 to 2018, Fabio covered the role of portfolio manager at AcomeA, where he managed AcomeA Etf attivo, a flexible mutual fund that built the portfolio using ETFs, ETCs and ETNs with a trend follower strategy and was responsible for fund selection and asset allocation on third parties funds. Fabio has been working in the asset management industry since 1998.
Head of Analysis and Third Party Fund Selection BancoPosta Fondi SGR
Fabio Catalano
Carmine Grimaldi is the investment manager at Fondazione Cassa di Risparmio Firenze. Previously, he was head of the portfolio advisory service at Banca Federico Del Vecchio, in Florence. Carmine has spent over fifteen years in the financial market sector, with his first position at Banca C. Steinhauslin and Co, then at MPS as a financial analyst on mutual funds selection in the asset management area. Carmine then joined Prometeia as a senior consultant, mainly focusing on advisory projects, both for asset managers and investment banks. Previously, Carmine also worked at Prometeia Advisory SIM as a project manager on financial advisory for non-profit clients.
Investment Manager Fondazione Cassa di Risparmio Firenze
Carmine Grimaldi
Carlo Sturlese began his career in 2003 with Gallo & C Meliorbanca as an investment banking analyst. In June 2003 he joined Unifortune Asset Management as a hedge fund analyst where he became member of the investment committee. In 2007 he joined Kairos as hedge fund senior analyst at the London office. In 2008 he moved to the New York office of Kairos where he was primarily responsible for the manager research on both hedge funds and long only funds based in USA and LATAM for the multi-billion multi-manager business. In June 2013, following the strategic partnership between Kairos and Julius Baer, he moved to the headquarters in Milan becoming a member of the investment advisory committee of Kairos Julius Baer to support and develop the investment advisory business and heading the fund selection investment process. Carlo Sturlese obtained a master’s degree in Financial Market Management from Milan’s Bocconi University.
Head of Fund Selection, Investment Advisory Team Kairos Partners SGR
Carlo Sturlese
Cristina Dalia is senior portfolio manager and analyst for flexible multi-asset products within the multi-manager investments & unit linked team of Eurizon Capital SGR, which she joined in 2012. She began her career in Asset Management in 2000 as a quantitative analyst. In 2001 she joined Intesa Asset Management SGR as hedge fund researcher, collaborating with the start-up of Nextra Alternative Investments SGR (Eurizon AI SGR since January 2008). In 2006 she moved to the portfolio management team and since 2008 she has been responsible for the construction of the funds of hedge funds portfolio. Cristina graduated in Economics and Banking from the University of Siena and subsequently obtained a master’s in International Finance in Pavia.
Senior Portfolio Manager & Analyst Eurizon Capital SGR
Cristina Dalia
Conference session 1
Lella Russo worked for 15 years at Banca Imi as trader and strategist. In 2008 she moved in MPS Capital Services as head of corporate bond trading. In 2018 she worked as head of advisory at Banca MPS. From November 2019 she took the role of head of Investment Center, focused in advisory, asset management, financial advisory. Lella graduated in Finance from Università del Sacro Cuore.
Head of Investment Center Banca Monte dei Paschi di Siena
Lella Russo
Introduced by
Francesca Villa is currently head of the fund analysis team at Banca Mediolanum. She has been a fund analyst since 2009 and in recent years she has been focussing her analysis on sustainable products and on the integration of ESG thematics in investment process. She joined the Banca Mediolanum Group in 2000 starting her experience in the wealth management area, she also became team manager of wealth management department. Before, she worked briefly as a financial planner for the security trading company (SIM) of Cassa di Risparmio di Torino.
Head of Fund Analyst Team Banca Mediolanum
Francesca Villa
Christian is the co-founder of the Italian bitcoin startup, Conio. He graduated in Business and Economics at Bocconi University, and then he started his work experience both as an academic and IBM System Engineer. He gained his experience as a consultant in McKinsey&Company and, after 7 years of fieldwork, he became Rasbank responsible for the new "Business Unit Retail/Multi-channel Banking". He was selected as general manager in ING Direct N.V start-up for the Italian branch. After that, he was also chosen as Che Banca! AD and DG. In 2015 he founded Conio S.r.l.
Co-CEO, Conio
Christian Miccoli
Conference session 2
Damiano Bonazzi joined Banca Widiba with the aim to develop the asset management offer and the investment funds range available to the network of 600+ investment advisors. Previously, Damiano was part Antonveneta Abn Amro, from 2003 to 2006, as the product manager for the discretionary portfolio management range of products. In 2006, he moved to parent company ABN for the launch of Antonveneta Private Banking division and became responsible for product development and selection, taking care of asset management products and banking services. With the acquisition of Banca MPS, Damiano joined the launch of Family Office b.u., with the mission to serve (U)HNWI target with tailer-made asset management and insurance products.
Product Manager Banca Widiba
Damiano Bonazzi
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Speaker: Donald Amstad joined abrdn in 2007 and he is based Singapore. He started his career in London at Nomura (1983-1987) before moving on to JPMorgan (1987-2001), Bank of America (2001-2004) and JPMorgan Asset Management (2004-2007). He has over 38 years’ experience in financial markets and has lived in Asia for more than 20 years. Donald graduated with a BA (Hons) in PPE from Trinity College Oxford. Representatives:
Global Head of Client Growth
Donald Amstad
It is now clear that the recent waves of regulation that have swept across China’s equity markets over the last 12 months have been focused on ensuring a “Common Prosperity” for all China’s citizens. The last 40 years of rapid economic growth and development, industrialisation and urbanisation, have led to staggering levels of inequality between the richest in society and those less well-off. These differences, the Chinese leadership fear, may threaten their key goal of “Social Stability” across China, if not addressed soon. The government has focused especially on the lack of affordability of housing, education and healthcare, for all but the wealthiest. Please join abrdn China A share equity experts Ben Morris and Donald Amstad, who will put these reforms into context and explain why, in abrdn’s opinion, the case for investing in a consumer-focused, China A share fund is now stronger than ever before. Workshop objective: To understand how abrdn constructs their China A share portfolio, the key thematics in the fund and to bring the companies abrdn invest in to life.
China A shares: Keep Calm and Carry On Buying.
abrdn 00:00 - 00:00
Workshop details coming soon
Laura Tardino Head of Institutional Business Development, Italy Andrea Bonfanti Director of Business Development, Italy
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aberdeen standard investments 00:00 - 00:00
Speaker: Fadi is responsible for the “short duration” strategy. He is in charge of customised short-term bond strategies principally for institutional clients. He is a credit specialist, also in charge of investment solutions designed for Italian clients. Fadi manages 2 flagships funds: BNP Paribas Bond 6M and BNP Paribas Enhanced Bond 6 Months. He joined BNP Paribas Asset Management’s Fixed Income division in 2007; holds a Master’s degree in Financial Management from the University of Paris–Sorbonne, a diploma in Corporate Law from the Institut de Droit des Affaires, University of Paris–Assas and a degree in Management from the University of Paris–Sorbonne. Representatives:
Silvia Mauri Senior Sales Manager and Head of Business Development Insurance Andrea Succo Deputy Head of Sales – Italy
Head of Strategy Euro Short duration
Fadi Berbari
With the ECB maintaining its forward guidance and holding its key interest rates unchanged in the forthcoming months, and given the protection provided by the extension of the TLTRO, the short end of the Euro curve is still benefitting from a sort of safe heaven. In this context, our Euro short duration bond management offers the advantages of fundamental and active management expertise, while ensuring a strong focus on risk control. Workshop objective: Learn about an ideal trade-off alternative to money market investments for the management of liquidity reserves and its potential in the current market environment.
Extracting yield from short term assets
bnp paribas asset management 00:00 - 00:00
Speaker: April joined Insight in September 2008 and leads the Fixed Income Investment Specialist Team. April joined Insight from F&C Investments where she was a portfolio manager responsible for managing UK, US and global government bond portfolios. Prior to this, she was in government bond and derivative sales at Lehman Brothers. April began her career as a government bond portfolio manager at Newton Investment Management. April graduated with a BA in Economics from Mount Holyoke College, Massachusetts, United States and an MBA from City University Business School in London. She is also an Associate of the CFA Society of the UK. Representatives:
Stefania Paolo Country Head Maja Jankovic Head of Wholesale
Head of Fixed Income Investment Specialists, Insight Investment
April LaRusse
The world is moving fast to tackle climate change, and investors are expected to play their part. We will consider what ‘net zero’ carbon emissions really mean, how companies might offer meaningful disclosures on their carbon risks and emissions, the role of carbon offsets, and how these and wider ESG considerations are affecting fixed income markets in particular. We focus on how the Responsible Horizons Euro Corporate Bond aims to help investors seeking to take all these factors into account. Workshop objective: We will discuss the investment strategies available to take advantage of this investment theme.
Climate change and fixed income investments
bny mellon investment management00:00 - 00:00
Speaker: Don Fitzgerald, CFA and graduate of Trinity College Dublin. He started his career at Citigroup in Dublin in 1996 and then Frankfurt and Paris. He was a distressed debt investor at West LB from 2003 to 2006. He managed the Tocqueville Value Europe fund between 2008 and 2015, ranked first decile over 1, 3 and 5 years. In 2015, he won two awards in the "European Equities", ranking 1st in the "Grands Prix" de la Gestion d'Actifs de L'AGEFI and won the REVENU Silver Trophy. He joined DNCA Finance in 2015 and launched the Archer fund June 2016. Representatives:
Roberto Veronico Senior Relationship Manager Insitutional Clients Enrico Trassinelli Managing Director
Fund Manager
Don Fitzgerald, CFA
Small and mid-caps are the most dynamic segment of the European equity market and offer attractive return opportunities. This niche has significantly outperformed traditional large-cap stocks over the past 20 years, yet it remains under-owned and under-followed. The DNCA Archer Mid-Cap is focused on the segment and has generated compounded annual returns of 16,73[DF1] % since inception and volatility below the large indices. The fund is ranked 5* Morningstar and Quantalys. Portfolio Manager Don Fitzgerald, CFA will explain: i) the attractions of this segment, ii) his process (including ESG integration) to generate outperformance and iii) how the Archer fund is differs from competition. Workshop objective: Understand i) the characteristics of European Midcaps and ii) the positioning of the DNCA Archer Mid-Cap Fund.
DNCA Invest Archer Mid-Cap Europe: an original approach to mid caps
dnca investments 00:00 - 00:00
Speaker: Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market on these and related topics. Representatives:
Rupert Haddon Head of Sales and Distribution, Managing Director Andrea Bugnoni Sales Associate
Senior Product Specialist
Gregg Guerin
With supply chain constraints now even hitting Apple and Amazon, the power of digital vs physical is increasingly paramount. Companies at the forefront of the digitalisation curve are less dependent on physical components, highly scalable and so essential to today’s economy they have effectively become ‘digital utilities’. That seem a reach? Imagine your company announces its replacing Microsoft, losing not only its vast cloud infrastructure – but Teams, Outlook, Excel?! Leaders in every industry are realising that they risk extinction by failing to migrate to the Cloud. On top of this: cybersecurity is now the number one threat facing businesses. Investment in cloud computing and, by extension cybersecurity, is now a necessity. Workshop objective: Gregg Guerin will dive into the advantages of a theme-based approach; offering investors pure play exposure to companies at the forefront of today’s megatrends. He will look at some of the most exciting underheld securities captured in our themes. Can innovative technology provide downside protection? As inflation worries abound, Gregg will discuss the competitive advantages of monopolistic business models with their near unsurpassable barriers to entry, wide economic moats and pricing power. He will finally examine Satya Nadella’s positioning of digital technology as “a deflationary force in an inflationary economy’” whilst looking at the value of a subscription-based business model as an inflation hedge.
The Power of Digital Utilities in the New Economy
First Trust Global Portfolios 00:00 - 00:00
Speaker: Mark Nash joined Merian Global Investors (now Jupiter Asset Management) in 2016 and is Head of Absolute Return Fixed Income in Alternatives. Prior to joining Jupiter, Mark began his investment career at Invesco asset management (London) in 2001, becoming a Fund Manager in 2003. In his last 5 years there, Mark was the Head of Multi-sector Fixed Income and Head of European Fixed Income. Mark is a CFA charterholder and has a BSc degree in Chemistry from Nottingham University. Representatives:
Andrea Porro Deputy Head of Italy Martina Vasile Sales Manager
Head of Fixed Income Alternatives
Mark Nash
Factsheets
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: Following the session, attendees will… - Appreciate the challenges the macro backdrop presents for traditional fixed income strategies - Be able to explain the ways in which the Jupiter Strategic Absolute Return Bond fund’s dynamic asset allocation can provide a flexible and highly liquid alternative - Understand how the investment team’s macro views and emphasis on risk management is reflected in the fund’s positioning
An alternative fixed income solution for a changing world
jupiter asset management 00:00 - 00:00
Speaker: Steve Wreford is a Portfolio Manager/Analyst on the Global Thematic Equity team. He began working in the investment field in 1995. Prior to joining Lazard in 2010, Steve was a Partner and Portfolio Manager with Hampstead Capital. Previously he was a Portfolio Manager with Scudder/Deutsche Asset Management, Equity Research Analyst with CCF Charterhouse, and Chartered Accountant with KPMG. He has a BSc (Hons) in Computer Science from Aston University. Steve is a member of New York Society of Security Analysts. Representatives:
Laura Nateri Managing Director, Country Head Italy Lorenzo Piacentini Director
Portfolio Manager/Analyst on the Global Thematic Equity team
Steve Wreford
That the world will be different in a fundamental way a decade from now is hardly a surprising idea. Positioning a portfolio to capitalize on structural change, however, is a trickier proposition. How can investors capture the most important opportunities of the next decade? Thematic investing places structural change at the heart of a long-term equity portfolio and, in our view, can enhance returns, mitigate risks, and enable sustainability integration whilst anchoring investors firmly to the future. However, significant benefits of thematic investing can only be realized if implementation is robust. Workshop objective: - How to identify the key shifts in business models, industries, economies, and markets - How these insights can translate into themes - The key themes for the next decade and portfolio ideas that represent them.
Capturing structural change in a forward-looking thematic portfolio.
lazard fund managers 00:00 - 00:00
Speaker: Adrian Daniel joined the MainFirst investment team back in 2012. He is the Lead Portfolio Manager responsible for MainFirst Absolute Return Multi Asset and supports institutional investors with absolute return targets. His main duties within the team include strategic asset allocation, the assessment of commodities and stock selection. He spent the years from 1996 to 2012 working as a Portfolio Manager at DB Advisors, part of the Deutsche Bank Group. Adrian Daniel is a qualified banking specialist, Certified European Financial Analyst (CEFA) and Certified International Investment Analyst (CIIA). Representatives:
Michele Cicoria Business Development Services Director - Head of Retail & Wholesale Italy Francesca Adami Business Development Services Manager
Portfolio Manager
Adrian Daniel
Adrian Daniel has more than 20 years’ experience as a Portfolio Manager, with focus on structural trends. In his presentation, he will share his views on how the pandemic could impact the outlook for specific growth themes. In addition, he will highlight several investment ideas that are still underestimated by analysts and will explore the potential implications of the synchronous rise in ESG regulation for investors. Workshop objective: The workshop will focus on the investment themes that have been accelerated by the Covid-19 pandemic and highlight which of these themes investors can expect to see further growth potential from.
Covid-19 – The Trend Accelerator
mainfirst 00:00 - 00:00
Speaker: Owen Murfin, CFA, is an investment officer and institutional fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the MFS Global Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London. Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and global fixed income portfolio manager at Goldman Sachs Asset Management for five years. Owen earned a Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. Representatives
Davide Franchini Director Relationship Management M: +39 346 32 86 661 T: +39 02 3602 0806
Investment Officer and Institutional Portfolio Manager
Owen Murfin, CFA
In this session Owen Murfin, Institutional Portfolio Manager for MFS Investment Management, will present on both the opportunities and challenges facing European credit investors as central banks reconsider the need for extraordinary monetary policy. While investors remain cautious on duration, they are potentially underestimating the impact on credit and liquidity risk resulting from this new regime. A low yield and return environment for bonds will make the pursuit of alpha all the more important. Alpha opportunities should in turn be supported by greater levels of sector and security dispersion in coming quarters. Owen will also introduce the MFS Meridian Euro Credit Fund. The fund adopts a fundamentally driven active investment approach that is highly dynamic in nature with an integrated ESG approach. The fund seeks to position itself with the strongest conviction credit views of MFS's well regarded global research platform and make a meaningful difference to performance from security selection. Workshop objective: • Explain the changing liquidity paradigm and how its effects have not yet been fully valued in rates and credit markets • Describe how active management can benefit from great dispersion and volatility • Introduce the MFS Meridian Euro Credit Fund as a resilient solution for fixed income investors in the current environment
European Credit – The Forthcoming Liquidity Test
mfs 00:00 - 00:00
Speaker: Susanna joined Morgan Stanley in 2014 and has 32 years of financial industry experience, the majority of which has been in infrastructure. She is a Managing Director and is the primary securities analyst responsible for transportation infrastructure coverage for Morgan Stanley Investment Management’s Global Infrastructure Securities strategy. Prior to joining the Firm, Susanna was a senior analyst within Equity Research at Barclays, based in London. In conjunction with that role, she was the Head of the European Infrastructure and Transport team and leading coordinator of Global Infrastructure products. Susanna was also Head of European Utilities at Barclays since March 2009, when she joined from Nomura (formerly Lehman Brothers), where she led the utilities and infrastructure equity research team for 10 years. Prior to that she worked at NatWest Markets (BT Alex Brown) and Goldman Sachs. Susanna graduated summa cum laude from Bocconi University with a Business Administration degree. Representatives:
Federico Vettore Managing Director, Head of Institutional Sales Anna Puppat Executive Director, Institutional Sales
Managing Director Global Infrastructure Fund
Susanna Invernizzi
How do we define infrastructure? How is the infrastructure sector positioned in the context of post pandemic economic dynamics, inflation prospects, stimulus packages and ESG challenges? Morgan Stanley Global Infrastructure Team illustrates how the fund strategy, thanks to a selective, bottom up approach, aims at an attractive positioning in the global infrastructure sector to exploit opportunities offered by the current favorable macro and political environment. Workshop objective: Learn more about global listed infrastructure, related opportunities and challenges. Focus on our approach to investing and how we are different.
The attractiveness of investing in global listed infrastructure now.
morgan stanley investment management 00:00 - 00:00
Speaker: Mr. René Møller Petersen, Lead Portfolio Manager René has re-joined Nordea as portfolio manager on the European Stars Equity product since 2020. He first joined the Investment Management division at Nordea in 1994 until 2007. During this period he undertook various portfolio management and research responsibilities first on the Asian equity products and later North American/global equity products. Prior to re-joining Nordea, René was the Head of Equities at Saxo Wealth Management, an AM boutique in Saxo Bank specializing in customised asset management solutions. René holds a M.Sc. in economics from University of Aarhus. Representatives:
Sebastian Ölmqvist Product Manager Fundamental Equities Raoul Gorlini Sales Director
Lead Portfolio Manager
René Møller Petersen
The previous decade had European equities underperforming other regional indices by 200 percentage points. This lost decade was characterized by financial deleveraging by companies and states to heal past sins of economic behavior. The coming decade however will be characterized by responsible investments to lead the future towards a sustainable world in terms of achievement of ambitious ESG KPIs. As European and global decision makers embraces these opportunities, competitive landscapes for companies will shift permanently. A stock focused investment portfolio with integration of scope 3 environmental KPIs in the investment idea generation process is the most suitable approach for capturing the derived new era European equity investment opportunities. Workshop objective: Characteristics of the changing ESG led investment landscape post COVID-19. How pursuing of ESG KPIs will shift competitive landscapes among companies with lasting effects beyond short term consensus expectations. Positioning of Nordea European Stars fund to maximize expected return exposure within risk budget to capture these opportunities.
The new era for European equities – the case for a holistic ESG integrated investment process.
nordea asset management 00:00 - 00:00
Naomi Waistell joined Polar Capital in August 2020 as a Fund Manager on the Polar Capital Emerging Market Stars Fund, launched in July 2018. From February 2010, she worked at Newton Investment Management where, since September 2014, she was an investment manager on the emerging markets and Asian equity team. Before this, she was an investment manager on their European and global equity teams. Naomi began her career as an associate at Praefinium Partners Investment Management in 2007 before moving to the financial consultancy arm of the Capita Group in 2009. Representatives:
Su Park Managing Director (Europe) Fred Dalton Regional Sales Director (Europe)
Jerry Wu
Naomi and Jerry will discuss how and why their fund range is positioned, in large part, to harness growth areas as the global economy transitions to meet the need to become more sustainable, as well as some of the key investment opportunities in emerging markets and China at present. As stock pickers, the team have identified new and accelerated avenues for growth, based on innovation as a result of permanent societal shifts following the pandemic. They will provide insight into how their funds’ investment process enables this and how the process itself has a highly innovative design to deliver attractive alpha supported by improving trends in ESG. Workshop objective: The objective is for delegates to understand how the funds’ integrated ESG process helps to generate responsible and sustainable alpha as well as explaining the most exciting themes/opportunities they are seeing in emerging markets and China.
Innovating for sustainable returns in emerging markets and China
polar capital 00:00 - 00:00
Speaker: Amanda Stitt is a portfolio specialist in the Fixed Income Division and a vice-president of T. Rowe Price Group, Inc. and T. Rowe Price International Ltd. She joined the company in August 2021. Amanda’s investment experience began in 1994 covering different roles in Legg Mason, Citigroup, Westpac Asset Management, AMP and, more recently, in Franklin Templeton as an Investment Director and head of global fixed income product specialists. Amanda earned a B.S from the University of Technology, Sydney majoring in applied finance and international economics. Representatives:
Maurizio Tassielli Head of Financial Institutions - Italy, Greece, Malta Giulia Genovese Relationship Manager, Financial Institutions - Italy, Greece, Malta
Portfolio Specialist
Amanda Stitt
As we enter 2022 investors are faced with slowing growth, high inflation, expensive equity and credit markets, interest rates that are poised to rise and a potential drain on market liquidity. With this backdrop how do you generate returns and manage volatility? Against that backdrop, we will discuss how the T. Rowe Price Funds SICAV – Dynamic Global Bond Fund exploit opportunities in the global government bond universe and uses innovative ways to put together a comprehensive fixed income portfolio, with the view to deliver positive returns even when faced with higher interest rates and expensive volatile markets. Workshop objective: Explore how fixed income opportunities can still generate positive returns and provide diversification via a flexible approach incorporating active management, new instruments, and specific portfolio construction.
The impossible backdrop of 2022. A different fixed Income solution. The Case for T. Rowe Price Funds SICAV – Dynamic Global Bond Fund
t. rowe price 00:00 - 00:00
Speaker: Douglas Bennett joined Vontobel Asset Management in September 2012 as a Client Portfolio Manager representing the firm’s portfolio management team in communicating the firm’s philosophy, process, performance and risk management. Prior to joining Vontobel, in 2012, Mr. Bennett was a senior salesman of European equities for U.S.-based institutions at European Securities Network-ESN, New York. He received an M.A. in international relations from the Paul H. Nitze School (SAIS) at Johns Hopkins University and he received a B.A. in the same from Lewis and Clark College. He holds a portfolio management certificate from New York University and holds the following FINRA License(s): Series 7 and 63. Representatives:
Chiara Mazzuoccolo Director, Senior Sales & Relationship Manager Intermediary Cosimo Bigazzi Director, Sales and Relationship Manager Intermediary
Client Portfolio Manager, Executive Director
Douglas Bennett
While economic growth has rebounded from last year’s COVID-induced recession, investors must keep a close eye on other risks to markets. Rising inflation and increasing government deficits, changing government policies in China, and elevated market multiples are just a few areas equity participants must watch. Instead of trying to predict the next storm on the horizon, we would rather invest in high quality companies that can excel in all types of bad weather. Quality attributes – pricing power, high barriers to entry and strong competitive advantages – should lead to more predictable earnings that compound over time as well as provide downside protection. Workshop objective: Our Global Equity Fund is an actively managed, concentrated portfolio covering both developed and emerging markets. Our approach is based on returns being driven by a long-term investment in companies with relatively stable and predictable earnings growth that can be sustained for extended periods of time. The strategy draws on the expertise of our boutique’s exclusive 31 strong investment team. ESG is integral to our approach given our focus on relatively stable and predictable ‘quality’ earnings growth combined with long-term holding periods. While the strategy is benchmark agnostic, performance is shown relative to the MSCI All Country World Index.
Global Equities: Quality Strikes Back
vontobel00:00 - 00:00
Speaker: Manuel is the director of Alternative Investments, EMEA, for Wellington Alternative Investments (WAI), the group responsible for oversight of certain Wellington-managed fund vehicles that pursue alternative investment strategies. The WAI team serves as fund sponsor for several alternative funds, overseeing fund governance, product development, risk management, marketing, operations, and servicing of fund investors. Manuel serves as a senior resource for Wellington Management’s Global Relationship Group in engaging with clients on a variety of alternative-related topics, including both thematic and product-specific discussions across the firm’s range of alternative strategies. Representatives:
Erich Stock Italy Country Head and Business Development Management for Southern Europe and France Tel: +44 20 7126 6106 Anna Albini Account Manager Tel: +44 20 7126 6512
CAIA
Manuel Kalbreier, CFA
All companies are exposed to climate change, some more than others, but not all companies are able to respond to climate risks or opportunities equally. This creates stark differences between climate winners and climate losers. We believe this presents an increasing and dynamic opportunity set to benefit both from the winners’ dynamic future and anticipate the losers’ challenges. Our approach uses a market neutral construct to benefit from the secular climate change opportunities and seeks to mitigate downside risk during periods when conventional sectors —such as traditional energy — rally and innovative sectors —such as cleantech — underperform. Workshop objective: Learn how a market neutral portfolio picking winners and losers of climate change has the potential to generate attractive, lowly correlated long-term investment returns and reduce the beta of an equity portfolio.
The climate change revolution: winners vs losers in one portfolio
wellington management 00:00 - 00:00
Naomi Waistell
Speakers: Jerry Wu joined Polar Capital in June 2018. Prior to joining Polar Capital, Jerry was the fund manager of the Nordea Chinese Equity Fund and prior to his tenure at Nordea, Jerry was an equity analyst at Generation Investment Management specialising in China. Jerry has also worked for BlackRock as a fundamental equity research analyst based in London and the US, specialising in the global consumer and technology sectors. Further to this, Jerry is a native speaker of Mandarin and fluent in English.
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Ambra Spadaro Client Service Manager T: +352 282 612 8017
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Back to Workshops
Climate change, what’s next?
conference session 1 - gianmaria sannino
Morgan Stanley Investment Management
dnca investments
BNY Mellon investment management
first trust global portfolios
Evolution of best practices in fund selection: what have we learned over the years?
panel session - selector hard talk
Jupiter Asset Management
abrdn
Wellington Management
MainFirst Asset Management
lazard fund managers
BNP Paribas Asset Management
Making sense of crypto markets, crypto and digital currencies and blockchain
conference session 3 - christian miccoli
mfs
nordea asset management
polar capital
t.rowe price
vontobel asset management
