Alec Murray
Senior Vice President, Head of Equity Client Portfolio Managers
Alec Murray is a Senior Vice President and Head of Equity Client Portfolio Managers at Amundi US. He leads a team of client portfolio managers that are responsible for representing the investment philosophy, process and performance of the firm’s equity strategies, and providing updates on financial market trends and the firm’s economic outlook to clients and their advisors.
Prior to joining Amundi US, Alec held senior positions at several asset management and consulting firms. He started his career as an Associate Analyst at Fidelity Management & Research Co. and then joined MFS Investment Management as an Analyst, and then became Associate Director of Equity Research. In this role he led recruiting for the equity research department, mentored new employees, ran research meetings, and developed a senior level client portfolio management team. Following MFS he joined private equity firm W/F Investments as a Managing Director. He was also a Consultant with Cambridge Associates, and then became Chief Operating Officer of Century Capital Management, a Boston-based Registered Investment Advisor. Prior to joining Amundi US, he was a Partner with Camden Consulting Group in Boston, where he managed the delivery of consulting services to asset management clients.
Alec has a B.A. in Government from Colby College and an M.B.A. from the Amos Tuck School of Business Administration at Dartmouth.
Richard Brink
CFA, Market Strategist, Client Group
Richard A. Brink is a Senior Vice President and Market Strategist in the Client Group. Previously, he served as a managing director in the Alternatives and Multi-Asset Group. Prior to that role, Brink was a senior portfolio manager in Fixed Income, and before that an investment director for fixed-income investments within the Global Retail Investments Group. Before joining AB in 2004, he was senior product manager at the Dreyfus Corporation. He holds a BS in applied mathematics and economics from Stony Brook University, and is a CFA charterholder.
Michael Gallant, CFA
Co-Director of Domestic Research / Analyst / Vice President
Michael Gallant is a Co-Director of Domestic Research at Schafer Cullen Capital Management. Michael
joined Schafer Cullen in 2015. Prior to Schafer Cullen, Mr. Gallant was a Vice President and Research
Analyst at Horizon Kinetics LLC, from 2005-2015.
Mr. Gallant received his B.A. from Colby College in 1998. He has held the Chartered Financial Analyst
designation since 2011.
workshop speakers
Huw Davies
Investment Director, Fixed Income
Huw is an Investment Director in the Fixed Income team. He joined Jupiter in July 2020. Before joining Jupiter, Huw was an investment director at Merian Global Investors. Prior to this, he was a fixed income product specialist at Ignis Asset Management. Before this, he spent four years working at Citi as Director, UK RM interest rate sales and five years at JPMorgan Chase as Executive Director, interest rate sales. Huw previously worked at Royal Bank of Scotland, UBS, Barclays Capital and Sanwa International, covering UK and European bond sales. He began his investment career in 1991.
Huw has a BSc in Economics.
Mary Green
ESG Client Portfolio Manager
Mary Green joined Federated Hermes in 2019 as a vice president and a client portfolio manager focused on Environment, Social and Governance (ESG) investing.
Mary has more than 25 years of investment experience and is primarily responsible for interaction with clients and consultants with regard to the Hermes Investment Management Limited products. Prior to joining Federated Hermes International in London, Mary was a portfolio strategist at GE Asset Management (acquired by State Street Global Advisors), and a managing director/client portfolio manager at Bear Stearns Asset Management.
Mary received a bachelor’s degree in Chinese Language and an MBA from Dartmouth College.
COMING SOON
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COMING SOON
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Christopher Preece
Investment Manager & Macro Strategist
Global Emerging Debt
Christopher Preece joined the Global Emerging Debt team in December 2015 and is a Investment Manager & Macro Strategist based in New York. Prior to taking up his current position in 2021, Christopher was a Portfolio Analyst for the team based in London.
Before joining Pictet, he worked for BlueCrest Capital Management in London as a specialist in the middle office focussing on derivatives, structured products, fixed income and FX. He began his career at Morgan Stanley within their multi-asset prime brokerage area.
Christopher graduated with a BSc (honours) in Banking, Finance and Management from Loughborough University.
Ken Wong
Client Portfolio Manager
Ken Wong is responsible for articulating the strategy, process, positioning and performance of Eastspring’s equity strategies within the Greater China region.
He previously worked as Asia Pacific ex Japan Equity Portfolio Strategist at State Street Global Advisors, Global ex Japan Equity Product Specialist at Nomura Asset Management, Asia Pacific Sales Director at FTSE International and Investment Management Specialist at Thomson Reuters.
Ken holds an MBA and a MS in Investment Management from Hong Kong University of Science and Technology.
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Speaker:
Richard A. Brink is a Senior Vice President and Market Strategist in the Client Group. Previously, he served as a managing director in the Alternatives and Multi-Asset Group. Prior to that role, Brink was a senior portfolio manager in Fixed Income, and before that an investment director for fixed-income investments within the Global Retail Investments Group. Before joining AB in 2004, he was senior product manager at the Dreyfus Corporation. He holds a BS in applied mathematics and economics from Stony Brook University, and is a CFA charterholder.
Representatives:
Constantin Andreaea
CFA Regional Manager - The Americas
Oscar Zarazua
Regional Manager - Mexico, Costa Rica & Texas
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Email
Name
CFA, Market Strategist─Client Group
Richard Brink
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It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-CoVid-19 landscape. Investors are looking for the tools to build portfolios with better up/down capture, and improve their odds of achieving income, lifestyle and legacy goals. But it’s a design problem that defies simple solutions.
Workshop objective:
Guide to approaching portfolio construction in a post-pandemic world
Investing in the Time of CoVid-19... and Beyond
AllianceBernstein (AB)
Workshop details coming soon
Speaker:
Alec Murray is a Senior Vice President and Head of Equity Client Portfolio Managers at Amundi US. He leads a team of client portfolio managers that are responsible for representing the investment philosophy, process and performance of the firm’s equity strategies, and providing updates on financial market trends and the firm’s economic outlook to clients and their advisors.
Prior to joining Amundi US, Alec held senior positions at several asset management and consulting firms. He started his career as an Associate Analyst at Fidelity Management & Research Co. and then joined MFS Investment Management as an Analyst, and then became Associate Director of Equity Research. In this role he led recruiting for the equity research department, mentored new employees, ran research meetings, and developed a senior level client portfolio management team. Following MFS he joined private equity firm W/F Investments as a Managing Director. He was also a Consultant with Cambridge Associates, and then became Chief Operating Officer of Century Capital Management, a Boston-based Registered Investment Advisor. Prior to joining Amundi US, he was a Partner with Camden Consulting Group in Boston, where he managed the delivery of consulting services to asset management clients.
Alec has a B.A. in Government from Colby College and an M.B.A. from the Amos Tuck School of Business Administration at Dartmouth.
Representatives:
Gerrit Merrem
Regional Vice President- Distribution
FL & N. CA
Phone: 305-240-4259
Email: Gerrit.Merrem@amundi.com
Roberto Gonzalez
Regional Vice President – Offshore
AZ, S. CA. & TX
Phone: 305-965-4917
Roberto.gonzalez@amundi.com
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Email
Name
Senior Vice President, Head of Equity Client Portfolio Managers
Alec Murray
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Investing in US equities currently is more challenging than ever. There is uncertainty regarding the economy given the rebound in COVID-19 cases, uncertainty about mega cap tech stocks due to potential regulation, uncertainty about the direction of interest rates and Fed policy, and uncertainty about the prospects for equities due to above average valuations. Given these uncertainties, we think now may be the time to shift passive equity exposure to an actively managed large cap US core fund. In this session, we explore the case for active equity management, and how US Pioneer Fund is positioned to exploit uncertainty.
Workshop objective:
Learn why now may be the best time in over 10 years for active US equity managers
Understand the conditions under which value may outperform growth
Learn how the Amundi US Pioneer Fund has navigated the pandemic and is positioned for the current environment
The Time for Active Management is Now
Amundi Asset Management
Workshop details coming soon
Speaker:
Michael Gallant is a Co-Director of Domestic Research at Schafer Cullen Capital Management. Michael joined Schafer Cullen in 2015. Prior to Schafer Cullen, Mr. Gallant was a Vice President
and Research Analyst at Horizon Kinetics LLC,
from 2005-2015.
Mr. Gallant received his B.A. from Colby College in 1998. He has held the Chartered Financial Analyst
designation since 2011.
Representatives:
Mitchell Rind
Vice Presidentl
Andrew Prescott
Vice President
Job title
Email
Name
Co-Director of Domestic Research / Analyst / Vice President
Michael Gallant, CFA
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The presentation will cover how investors can use equities to achieve income needs. Equity dividends can be a key component to meeting immediate investor spending needs, and dividend growth can provide increasing income streams over time to meet growing income needs and offset inflation risk. Additionally, a strategy of selectively writing covered calls on a dividend equity portfolio can generate additional income through options premiums. The presentation will discuss the optimal approaches to generating income through dividends and option writing from equities relative to opportunity, valuation, inflation, and other risks.
Workshop objective:
Participants will gain insight into utilizing equities to provide income to investors through harnessing dividends, dividend growth and covered call writing.
Income and Yield from Equities
cullen funds
Workshop details coming soon
Speaker:
Ken Wong is responsible for articulating the strategy, process, positioning and performance of Eastspring’s equity strategies within the Greater China region.
He previously worked as Asia Pacific ex Japan Equity Portfolio Strategist at State Street Global Advisors, Global ex Japan Equity Product Specialist at Nomura Asset Management, Asia Pacific Sales Director at FTSE International and Investment Management Specialist at Thomson Reuters.
Ken holds an MBA and a MS in Investment Management from Hong Kong University of Science and Technology.
Representatives:
Carmen van Roon Pence
Assistant Director - Intermediary Sales, US
carmen.van.roon.pence@eastspring.com
M 1-929-922-8137
https://www.eastspring.us/
Jay Nakashima
Partner
jnakashima@azfpartners.com
M 1-914-310-1741
Randolph H. Clark
Managing Director
rclark@azfpartners.com
M 1-917-754-8605
Job title
Email
Name
Client Portfolio Manager
Ken Wong
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We review the developments in China’s internet and education sector focused crackdown. Are policy objectives of the Government now challenging growth or is the Government setting the market up for a more sustainable future? We will evaluate the post-pandemic environment and draw conclusions for investors. Navigating China’s A Share landscape has never been more challenging and Eastspring’s experts based on the ground will take us through recent market developments, what they mean for future growth and how to prosper from them.
Workshop objective:
The objective of this presentation is to provide clients with a better understanding of recent developments in China and what it might mean for future returns in China A Shares.
Is China on the cusp of a great leap forward or at risk of stealing defeat from the jaws of victory?
Eastspring Investments
Workshop details coming soon
Speaker:
Mary Green joined Federated Hermes in 2019 as a vice president and a client portfolio manager focused on Environment, Social and Governance (ESG) investing.
Mary has more than 25 years of investment experience and is primarily responsible for interaction with clients and consultants with regard to the Hermes Investment Management Limited products. Prior to joining Federated Hermes International in London, Mary was a portfolio strategist at GE Asset Management (acquired by State Street Global Advisors), and a managing director/client portfolio manager at Bear Stearns Asset Management.
Mary received a bachelor’s degree in Chinese Language and an MBA from Dartmouth College.
Representatives:
Philip Judson
Senior Vice President, Global Account Manager - Offshore
Charles Ebb
Senior Regional Consultant
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Email
Name
ESG Client Portfolio Manager
https://www.linkedin.com/in/mary-flounders-green-315965/
Mary Green
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The pandemic has illuminated social issues, igniting investor interest in ESG investing. Getting to the heart of this emerging investment trend presents an unparalleled opportunity for offshore advisors. Some clients want investments that have ESG as a primary objective—expressing values or seeking impact—while others may want strategies that incorporate ESG considerations in order to improve risk-adjusted returns. Cultivate a deeper understanding of ESG investing so that you are well-positioned to align your clients’ portfolios with their goals, and ultimately strengthen your client relationships.
Workshop objective:
ESG 101. This session is tailor-made to increase advisor ESG fluency and highlight the benefits of authentic ESG integration and active ownership as drivers of long-term risk-adjusted investment returns.
Responsibility Works: Generating Long-Term Wealth through Sustainable Investing
Federated Hermes, Inc.
Workshop details coming soon
Speaker:
Alejandro is a Credit Analyst in the Fixed Income team. He provides support to Alejandro Arevalo in the management of emerging market debt portfolios. He joined Jupiter in August 2018. Before joining Jupiter, Alejandro worked at Deutsche Asset Management as a high yield and leveraged loans analyst. Prior to this, he worked at Citigroup and Accenture in South America. He began his investment career in 2008.
Alejandro has an MBA and is a CFA® charterholder.
Representatives:
Francisco Rubio
Sales Director,
The AMCS Group. Jupiter distribution partner
T. (305) 793 1927
E: frubio@theamcsgroup.com
Chris Stapleton
Managing Partner,
The AMCS Group. Jupiter distribution partner
T. +1.617.680.4854
E: cstapleton@theamcsgroup.com
Job title
Email
Name
Credit Analyst
Alejandro Di Bernardo
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Alejandro Di Bernardo, credit analyst at Jupiter, will explain why you should consider emerging market debt as a long-term investment, as well as discussing the different strategies available to different types of investors. He will also provide a macro outlook for the asset class, and explain how it’s less overvalued than many areas, with the breadth to offer really attractive opportunities if you know where to look – as well as what to avoid.
Workshop objective:
To facilitate a deeper understanding of EM debt strategies and their role within a diversified client portfolio, as well as the potential opportunities and risks across EM.
Why it’s time to own an EMD strategy
Jupiter
Workshop details coming soon
Speaker:
Bradley is an Investment Director in the US Institutional team at Ninety One. Bradley joined Ninety One in 2006 as the Head of the Natural Resources investment team.
He joined the firm after spending seven years at Goldman Sachs where he worked as an executive director. Previously, he spent three years at KPMG in the Financial Services Division within the Treasury Advisory Group, offering clients consultancy advice on financial derivatives risk management.
Bradley graduated from the University of Cape Town with an honours degree in Business Science in 1994. He completed his postgraduate diploma in Accounting (PGDA) from the University of Cape Town in 1995. In 1998 he was awarded the Chartered Accountant designation (SA).
Representatives:
Fernando Penaloza
Sales Director
Thomas Evans
Head of National Accounts
Job title
Email
Name
Bradley George
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Climate change is undoubtedly one of the world’s great risks and badly needs addressing, but it also creates investment opportunity.
Ninety One’s Bradley George, will explain the multi-year structural growth opportunity for his strategy which invests in companies leading the transition to a low carbon world - focusing on investing in the winners across the full supply chain of decarbonisation - renewable energy, electrification and resource efficiency.
We believe the strategy’s high conviction, concentrated portfolio with high active share can provide differentiated alpha and a hedge against climate risk and help to rebalance climate risk within other parts of global portfolios.
Workshop objective:
To understand how the Global Environment strategy can act as a possible source of additional alpha and hedge against climate risk.
Climate change: the 21st century’s biggest threat or opportunity.
ninety one
Workshop details coming soon
Speaker:
Christopher Preece joined the Global Emerging Debt team in December 2015 and is an Investment Manager & Macro Strategist based in New York. Prior to taking up his current position in 2021, Christopher was a Portfolio Analyst for the team based in London.
Before joining Pictet, he worked for BlueCrest Capital Management in London as a specialist in the middle office focussing on derivatives, structured products, fixed income and FX. He began his career at Morgan Stanley within their multi-asset prime brokerage area.
Christopher graduated with a BSc (honours) in Banking, Finance and Management from Loughborough University.
Representatives:
Jorge A. Corro
Head of US Offshore
jcorro@pictet.com
Mobile: 646-745-0300
Mike Acker
Head of Key Accounts
macker@pictet.com
Mobile: 646-745-0044
Job title
Email
Name
Investment Manager & Macro Strategist
Global Emerging Debt
Christopher Preece
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With yields around the world near record low levels, emerging markets sovereign debt remains one of the few areas of the fixed income market offering attractive levels of yields at near investment grade levels. The market itself is highly diversified with more than 70 issuers, including well established countries like China and Mexico, to lesser known borrowers like Mongolia or Senegal. In this session we will discuss the outlook for the asset class in the face of seemingly growing inflationary pressures, ongoing pandemic related concerns and what appears to be a new super cycle for commodities.
Workshop objective:
Highlight how an active and holistic approach to EM fixed income and currencies can add value to investors in a yield starved world.
Looking for yield? EM Debt to the Rescue!
Pictet Asset Management
Workshop details coming soon
Speaker:
Mr. Hinchliffe joined the firm in 2008 and serves as a Portfolio Manager for the Global Focus strategy. He is also the Head of Global Sector Cluster Research and is responsible for bringing together the firm’s worldwide research across global industries to drive investment insights. Previously, Mr. Hinchliffe was a Senior Equity Analyst at UBS, where he was recognized by StarMine for stock selection, and began his investing career in finance at Bear Stearns in 1997. Mr. Hinchliffe received his BA in Economics from Rutgers College and his MBA in Finance from New York University. He is a CFA charterholder.
Representatives:
Representatives:
Thomas Johnston
Co-Head US Offshore Sales
Sebastián Véliz
Co-Head US Offshore Sales
Job title
Email
Name
Portfolio Manager, Head of Global Sector Cluster Research
Rob Hinchliffe, CFA
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While today’s investment landscape is awash with data and information inputs, we believe a unified process driven by research and categorization of individual companies’ growth cycles can help identify compelling opportunities. Our investment decisions are based on fundamental research that considers each company’s lifecycle phase – and what that means looking forward.
During this session, we discuss how we arrive at a focused portfolio of high-quality, high-conviction investment opportunities across the equity landscape. We share our latest convictions along with market perspectives and investment insights drawing from our global industry knowledge and on-the-ground presence in local markets.
Workshop objective:
Discuss company categorization methodology and investment outlook and themes.
PineBridge Global Focus Equity: Capturing Investment Potential Across Companies’ Growth Cycles
Pinebridge Investments
Workshop details coming soon
Speaker:
Michael Kirkpatrick is a managing director and senior portfolio manager at Seix Investment Advisors, an investment management affiliate of Virtus Investment Partners. Mr. Kirkpatrick has lead portfolio management responsibilities for several funds and is a member of the Seix Investment Policy Group, which determines firm-wide asset allocation policy.
Prior to joining Seix in 2002, Mr. Kirkpatrick held positions with Oppenheimer Funds, Inc., BNY Capital Markets, Inc., and Mendham Capital Group.
Mr. Kirkpatrick earned a B.S. in civil engineering from the University of Delaware School of Engineering and an M.B.A. from Rutgers University.
Representatives:
Lijo “LJ” John
Managing Director, Head of Offshore Distribution, Virtus Investment Partners
Craig S. Morong
Partner, Atlantic Financial Partners
Job title
Email
Name
Managing Director, Senior Portfolio Manager, Seix Investment Advisors
Michael Kirkpatrick
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The search for attractive long-term growth is an evergreen quest for all investors. Finding that growth while also trying to avoid sharp market losses is an even more challenging task.
What can investors do to achieve the growth their portfolios require? Consider the diversifying benefits of higher-yield credit as a way to manage equity risk without forgoing the pursuit of attractive longer-term returns.
For an equity investor, credit can be best understood as a diversifying return stream that retains upside potential with lower volatility than equity alone.
Workshop objective:
To make the case for positioning the Virtus GF Select High Yield Fund as a portfolio diversifier, capable of delivering competitive risk-adjusted returns and high current income.
A Different Way Home: Reasons to Own a High-Quality High Yield Fund in All Environments.
Virtus Global Funds
Workshop details coming soon
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Byron Reese is the author of the recently released book “The Fourth Age: Smart Robots, Conscious Computers, and the Future of Humanity” as well as the award-winning book “Infinite Progress: How Technology and the Internet Will End Ignorance, Disease, Hunger, Poverty, and War.” Right now, Byron is the CEO of a new startup which is currently operating in stealth mode. Prior to this, he was the CEO of Gigaom, one of the world’s leading technology research companies. He has started and sold several companies, including two which ultimately went public. Byron and his work have been featured in hundreds of news outlets, including New York Times, Washington Post, Entrepreneur Magazine, USA Today, Reader’s Digest, NPR, and the LA Times Magazine.
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Byron Reese
A former security specialist with the Central Intelligence Agency, Susan Carnicero has 20 years of experience in interviewing, interrogation and polygraph examination, focused primarily on national security, employment and criminal issues. Susan is the developer of a behavioural screening program currently used within the federal government and in a variety of private industries, tapping experience gained in government service. She is widely considered a leading authority on interviewing, detection of deception, and elicitation.
Susan has extensive experience in conducting training for federal government agencies and the law enforcement community, as well as for financial services firms and other private-sector companies. Most recently, she has been involved in conducting high-level screening interviews within the U.S. government, and in providing consulting services for Forbes Top 10 families.
Prior to joining the CIA, Susan served in the investor relations and corporate communications field, where she achieved the position of Director of Public Relations for a Fortune 500 company.
Susan is co-author of The New York Times bestsellers Spy the Lie and Get the Truth.
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Susan Carnicero
Spy The Lie
Spy The Lie is an informative and entertaining presentation designed to enhance attendee’s skill in detecting deception. The presentation will outline a simple, but enormously effective, deception detection model developed by former CIA officers during their tenure at the Agency. Susan M. Carnicero will outline the model and also illustrate, in a very interactive manner, the most reliable deceptive indicators. Susan will also share examples from her agency experience, as well as application examples from the investment arena and business world in general.
