workshop speakers
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Patricia Justo is a Senior Relationship Manager for Spain and Portugal at T. Rowe Price, within Global Investment Management Services, the division responsible for the group's institutional and intermediary business internationally.
Mrs. Justo joined T. Rowe Price in 2020 and has over 16 years of investment experience. Before joining the firm, she was Head of Fund Selection at A&G Banca Privada, and, before that, she worked in Middle Office at BNP Paribas Spain.
Relationship Manager
Patricia Justo
representatives
Daniel Hurley is a portfolio specialist in the International Equity Division. He is also a member of the Emerging Markets Equity and Japan Equity investment teams. He is a Vice President of T. Rowe Price International Limited.
Daniel’s investment experience began in 2007, and he has been with T. Rowe Price since 2010, beginning in the International Equity Division. Prior to this, Daniel was employed by Royal London Asset Management.
Daniel earned a B.A. in economics from the University of Liverpool.
Portfolio Specialist
Dan Hurley
speaker
In an increasingly diverse world which demands a wide variety of approaches to identify the best opportunities, T. Rowe Price offers a full range of equity and fixed income strategies across multiple asset classes throughout the developed, frontier and emerging markets.
Since we began in 1937, we have of course grown in size and scale. However, the fundamental principles upon which Thomas Rowe Price Jr founded the company remain as relevant today as they have ever been.
Clients all over the world rely on our steadfast principles and disciplined investment approach to remain confident in their investments for the long-term.
company profile
• Understand the outlook for Emerging Markets
• Learn about the prospects for Value in Emerging Markets
Find out how to capitalise on any resultant opportunities
Workshop objective
"History doesn't repeat itself, but it often rhymes". 22 years ago Value investing was declared obsolete, what followed was a decade of Value outperformance in Emerging Markets.
Dan Hurley will assess consider the outlook for emerging market and assess whether extreme style divergence means another decade of Value outperformance could be round the corner. They will also explain how we hunt for "forgotten" stocks that we believe are under-owned and under-researched by mainstream investors.
workshop summary
Value in emerging markets: Will history rhyme?
Francisco joined Jupiter in June 2019 as a Sales Manager for Iberia. Previously, he was a fund selector at Millennium BCP Bank, in Portugal, for 3 years. At Millennium BCP he was responsible for Fixed Income strategies held in discretionary portfolios and also for the Private Banking and Retail fund offer. He then spent 6 years in Switzerland as an Investment Advisor for Iberian and LATAM HNWI at Banque Privée Espirito Santo, the private banking arm of Banco Espirito Santo Group. Francisco holds a Master’s degree in Finance from Catolica Lisbon School of Business and Economics.
Sales Director- Iberia
Francisco Amorim
Susana has a degree in marketing and advertising and holds an MBA . She joined Jupiter in July 2020, following its acquisition of Merian Global Investors where she worked since 2011 when she joined Skandia. Previous to Skandia, Susana worked at American Express Bank and Standard Chartered Bank. She has more than 13 years of experience in the industry.
Sales Director – Iberia and Latin America
Susanna Garcia
representatives
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.
Fund Manager
Mark Nash
speaker
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company profile
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.
Workshop objective
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 summary
An alternative fixed income solution for a changing world
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Head of Sales Spain
María García Fernández
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Jason Anderson
representatives
Nicolas joined Edmond de Rothschild AM in 2019 as a portfolio manager within the Multi Asset & Overlay team. Previously, Nicolas has been in charge since 2016 of the fixed income team at BNP Paribas Cardif in France.
Between 2004 and 2016, Nicolas held various positions at BNP Paribas Cardif.
He is a Chartered Financial Analyst and holds a Masters in International Economics and Finance from the Montesquieu Bordeaux 4 University and a “Master II” in Risk Management from the University of Rennes 1.
Fund Manager Multi Asset & Overlay
Nicolas Leprince
speaker
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company profile
The objective of this workshop is to present the best approach to invest in the bond markets and capture their opportunities in the current environment.
Workshop objective
As most developed market central banks start to consider removing extraordinary monetary accommodation, volatility is likely to rise in the future. Therefore investors need to take a more selective and flexible approach to investing in the fixed income universe. Edmond de Rothschild Fund Bond Allocation is an appropriate solution to meet these new market challenges. The fund takes an active approach to managing duration within a [-2 to +8yr] bracket, a big plus at a time of fast moving interest rate markets. The fund also strives for selecting the most attractive sectors in the fixed income space in order to maximise returns over risk, trough time.
workshop summary
Flexibility is key at a time central banks consider removing extraordinary monetary accommodation
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Workshops
As a director in the Global Relationship Management Group in Milan, Erich is responsible for establishing and managing relationships and developing consultative partnerships with Continental European clients. He assists European clients with developing long-term investment strategies and policy issues as well as evaluating portfolio risk and performance, and meets with clients to discuss investment- and business-related issues on a regular basis.
Business Development Manager, Southern Europe and France, Country Head of Italy
T: +44 20 7126 6106
Erich Stock
As a relationship analyst at Wellington Management, Andrés supports the firm’s relationships with wealth management clients, prospects, and distributors in Iberia. His responsibilities include assisting clients with long-term investment strategy and resolving day-to-day client issues, as well as regularly participating in meetings with clients to discuss investment- and business-related issues. He is based in our Milan office.
Relationship Analyst
T: +44 20 7126 6018
Andrés Pedreño, CFA
representatives
As an investment specialist, Francesco works closely with portfolio managers and research teams to articulate our investment views to clients and prospects. Within the portfolio advisor group, he covers a variety of strategies and asset classes, ranging from fixed income to equity investments. He represents the firm's global investment capabilities and advises clients, prospects, and consultants on global investing concepts.
EMEA Investment Specialist
Francesco Maino
speaker
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1.2 trillion in client assets under management as of 31 March 2021, we serve as a trusted investment adviser to more than 2,300 institutional clients and mutual fund sponsors in over 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.
company profile
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
Workshop objective
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 Francesco 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 summary
Enduring Assets – Liquid Infrastructure as a game changer?
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Head of Iberia, Nordics and Platforms Distribution
Adria Beso
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representatives
Florian Ginez is an Associate Director, Quantitative Research for WisdomTree in Europe. He is responsible for market analysis, formulating investment and hedging strategies, trade ideas, as well as the development of products collateral and automating research processes. He also works closely with WisdomTree’s Quantitative Group on data analytics. Florian joined WisdomTree in 2016 after he started his career as an Assistant Portfolio Manager at Amaïka Asset Management in Paris, researching factor investing. Florian holds a Master’s degree from Neoma Business School.
Associate Director, Quantitative Research
Florian Ginez, CFA, CAIA
speaker
WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. We have never accepted the status quo and we think our investors shouldn’t either.
Since then, our European business has grown in terms of our product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP.
Today we’re the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, currencies, equities and fixed income.
Adding value to investments is our passion and our reason for being. It’s what motivates us to challenge and innovate. As we grow, and we keep redefining investment strategies that enable investors to outperform cap-weighted indices and to diversify their portfolios beyond traditional asset classes.
company profile
In this workshop, we’ll highlight the drivers behind the growing cryptocurrency market and its institutional adoption, and we’ll discuss how WisdomTree is enabling investors to access this emerging asset class in an easy, transparent, secure and efficient way.
Workshop objective
Over the last decade, Bitcoin has proven its merits over time, leading the way for the further development of blockchain technology and the creation of numerous other cryptocurrencies. With growing adoption and acceptance, cryptocurrency has demonstrated it is not a passing trend and has real potential as its own asset class within investment portfolios. Whilst the demand is evident, many investors, particularly institutional ones, face difficulties to successfully access the product and bridge the gap between the underlying decentralised online blockchain technology and traditional investment structures.
This session will highlight:
• The drivers behind bitcoin and ether, the two largest digital assets
• Institutional adoption of cryptocurrencies
• The expected impact of adding bitcoin and/or ether to a portfolio
Physically-backed Bitcoin and Ether ETPs
workshop summary
The rise of cryptocurrencies as a new asset class
Pedro Masoliver is a senior relationship manager for Spain and Portugal at T. Rowe Price, within Global Investment Management Services, the division responsible for the group's institutional and intermediary business internationally.
Mr. Masoliver joined T. Rowe Price in 2015 and has 12 years of investment experience. Before joining the firm, he was a portfolio manager and analyst at GBS Finanzas, and, before that, he worked for five years as a fund analyst at Allfunds Bank.
Relationship Manager
Pedro Masoliver
panel session
panellists
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Although investing against climate change falls under the category of ESG, with so many approaches such as green bonds, low carbon footprint, clean energy, energy transition, etc. it makes its own league and it's growing so fast that funds and ETFs with climate change as a key theme almost tripled in 2020 to over $170 billion.
There are now hundreds of funds available with many more that will be launched, and fund selectors have been (and will be) challenged by the growing number available in the market and salient questions have arisen, such as: what are the main criteria for examining managers running climate change strategies? What’s the biggest challenge and what fund selectors should bear in mind when selecting these funds? But also, are fund managers running climate change strategies really able to build portfolios without penalizing returns?
As if this wasn't enough, climate change is not just a solitary investment theme, the value of global financial assets at risk from climate change has been estimated at several trillions worldwide and investors can no longer ignore the impact that the world’s changing climate will have on their portfolios as well as assess whether fund managers will be eventually stuck in stranded assets due to public and technological responses to climate change so should fund selectors revise their fund selection and stress-test their investment portfolios to paint a picture of exposure to stranded assets and consider the environmental characteristics of investments?
Our guests will drill down into these burning issues, sharing their views, experiences and best practices that will provide our audience with valuable insights to take back to the office and put into practice.
Co-chair:
Panellists:
Fund selection in the age of climate change: the challenges, the opportunities and a possible road map
Panel session
Alejandro is the senior analyst at Inversis Banco in charge of covering alternative ucits, allocation strategies and ETFs. Before joining Inversis, Alejandro cofounded and comanaged a flexible allocation fund and before that he worked as a hedge fund analyst at Valira Asset Management, which at the time had $2 billion invested in hedge funds. Alejandro started his professional career in the middle of the 2008 Financial Crisis, has a B.S. in industrial engineering from Universidad Politécnica de Madrid and is a CFA Charterholder.
Senior Analyst, Inversis Banco
Alejandro Allona
Juan Hernando García-Cervigón has been working as head of fund selection and portfolio manager at Morabanc since 2015. Previously he worked at Inversis where he was head of fund research and prior to this he worked at Banco Gallego. He is a chartered alternative investment analyst (CAIA) and holds a degree in Economics from the Universidad Autónoma in Madrid.
Head of Fund Selection, MoraBanc
Juan Hernando
Gisela Medina is the head of funds & ETFs selection at BBVA Quality Funds (BBVA’s third party selection platform). She has worked at BBVA for the last 13 years covering several roles: in 2006 she joined the proprietary trading desk of the global markets department where she was in charge of selecting and managing hedge funds. In 2009, she joined Quality Funds, the global unit for selecting third party funds. Gisela was responsible for selecting the short list of recommended funds for the liquid alternative universe. In 2010, she was appointed head of the quant analysis for the analysis and selection team at QF and head of selection for alternative funds. In 2019, she became head of the selection team, responsible for the selection of equity, fixed income, multi asset, alternative & private market vehicles. Prior to joining BBVA, Gisela worked at Ahorro Corporación SGIIC and Gesmadrid SGIIC. She has a degree in Mathematics from Universidad Complutense of Madrid in 1998 and MSc in Financial Mathematics from the Edinburgh University, 2001. She is a CAIA charterholder and has a MEFF (Mercado Español de Futuros y Opciones Financieros) license for trading and clearing.
Funds & ETFs Selection - Executive Director, BBVA
Gisela Medina
Sonia del las Heras joined the QIS Team at SAM in February 2021 as funds analyst. Prior to joining SAM, she was Head of Multi-management in Allianz Popular Asset Management where she was in charge of FoF management and third party funds selection. Before that, she was Head of Fixed Income and Foreign Exchange for three years in Allianz Popular Asset Management, where she started as a fund manager and fund selector. She holds a B.A in Business Administration from the Universidad Complutense de Madrid and a Master’s in Finance from the Universidad Complutense de Madrid. She holds the title of European Investment Practitioner (EIP).
Senior Investment Manager, Santander Asset Management
Sonia de las Heras
Pablo García is currently head of open architecture, funds selection and fund of funds management at Caixabank AM. Since 1994, Pablo’s relationship with the financial world has been developing both professionally and academically, he has held positions of responsibility within some of the main Spanish and European financial institutions, and, additionally, he teaches in some of the most prestigious financial training programs in Spain such as the Instituto de Empresa and CUNEF. Pablo is specialised in asset and alternative management, fund selection, leadership in transversal projects, and team management in financial markets.
Head of Open Architecture, Caixabank Asset Management
Pablo García
