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Head of Latin America &
Sales Director: Global Financial Institutions
D: +44 (0) 20 78098217
E: james.houston@avivainvestors.com
James Houston
Director, Client Solutions
O: 212-593-5624 | M: 312-520-1391
E: lauren.mcdermott@avivainvestors.com
Lauren McDermott
Representatives:
Speaker:
Brent was appointed Global Co-Head of High Yield in April 2021. Based in Chicago, he jointly oversees the high yield desk globally and is a named manager on our global, short duration, and US high yield strategies.
Prior to assuming the role of portfolio manager, Brent was a senior credit analyst. Before joining Aviva Investors, he worked as an investment analyst with Victory Park Capital, a multi-strategy hedge fund. His prior experience includes positions as an equity analyst with Robert W. Baird and a fixed income analyst with Conseco Capital Management. Brent holds a Bachelor’s degree in Finance from the University of Illinois. He is a CFA® charterholder and a member of both the CFA Institute and the CFA Society of Chicago.
Global Co-Head of High Yield
Brent Finck
• To understand the financial materiality of ESG on HY and default risk
• How to assess ESG risks in a broad HY portfolio
• The benefits to engaging with companies on issues
Workshop objective:
Brent Finck will discuss why at Aviva Investors we believe ESG is important as more than just a feel-good factor, but how it actually helps us to assess the risk profile of the companies we invest in, and the financial materiality ESG as a factor has.
Navigating the evolving landscape in high yield: How to utilise ESG to enhance alpha
Aviva Investors
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Chile Country Head
Santiago Zarauza
Head of Iberian and Latin American Distribution
Ruben Garcia
Representatives:
Head of US Equities, EMEA
Nicolas Janvier
Speaker:
Nicolas Janvier is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in October 2020 and leads the London-based team which manages a significant US equities franchise for clients.
Nicolas has been with the company for 14 years, working as a US equities portfolio manager in both our US and London offices. He is currently lead manager for the Threadneedle American strategy and Threadneedle American Smaller Companies strategy, as well as ESG portfolios managed by the London team. He is also co-portfolio manager of the Columbia Large Cap Growth Opportunity strategy. Nicolas joined the company in 2006, spending eight years in our New York office as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies.
Prior to this, Nicolas was a portfolio manager with the Private Bank at Bank of America.
Nicolas holds a BSc in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation.
To summarise the current backdrop and outlook for US small caps and how the portfolio’s fundamental active approach is well suited to take advantage of opportunities in the market as the economy recovers from Covid-19.
Workshop objective:
An effective vaccine rollout programme and additional fiscal stimulus have combined to produce a positive backdrop for US earnings and economic growth this year while the Fed remains supportive with its easy monetary policy. As the country begins to return to normal, US small caps are well positioned to benefit from this rebound in economic and corporate activity given their inherent exposure to the domestic economy.
The Threadneedle US Smaller Companies strategy combines the best from both sides of the Atlantic: in-depth fundamental research from US-based analysts alongside bottom-up stock selection and portfolio construction in London to add value in this asset class.
Navigating the new normal: US Small Caps
Columbia Threadneedle Investments
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Deputy Global Head of Distribution
Warren Tonkinson
Head of Latin America & US Offshore
William Lopez
Representatives:
Fund Manager
Alejandro Arevalo
Speaker:
Alejandro joined Jupiter in November 2016 and is a fund manager in the fixed income team, specialising in emerging market debt. He is manager of the Jupiter Global Emerging Markets Corporate Bond fund, the Jupiter Global Emerging Markets Short Duration Bond fund (SICAVs), and the Jupiter Emerging Market Debt Fund (ICVC). Prior to joining Jupiter, Alejandro was an emerging market debt portfolio manager at Pioneer Investments for four years. Before that, he worked on emerging market debt strategies at Standard Bank Asset Management, Gibraltar Bank and the International Bank of Miami. He began his investment career in 1998. Alejandro has an MBA in finance from Florida International University and graduated from Universidad Francisco Marroquin in Guatemala.
In this session, attendees will:
1. Learn about the yield advantage offered by emerging market debt.
2. The resilience of emerging market debt to US rates and dollar volatility.
3. The changing macro-economic scenario and what it means for debt investments.
Workshop objective:
This time last year, EMD was one of the hottest tips for 2021. It didn’t quite work out like that: the asset class has actually been pretty resilient in the face of inflation and rising rates, but volatility in China real estate and a tricky environment for EM have left EMD around flat for 2021 so far.
We think this could change as we head into 2022. A lot of the “bad” news is in the price. China will have to step in to shore up real estate before the economic impact gets too bad. Vaccine rates are picking up hugely in parts of EM. We see plenty of opportunities at interesting yields that we can access in portfolios. EM now has more of a valuation cushion: on a ratings-adjusted basis it’s the cheapest it has been compared to developed market credit in the last 5 years.
In this presentation, Alejandro Arevalo, Fund Manager and Head of Emerging Markets Debt will outline his analysis of why EMD is a much more resilient asset class than it used to be, is one of the few places investors can get a good yield, and explain how he is investing in the asset class today
Emerging market debt:
a 2022 story?
Jupiter Asset Management
Workshop details coming soon
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Head of Business Development - Europe, Middle East & LATAM, La Française
Gerardo Duplat
Representatives:
High Yield Fund Manager
Victoire Dubrujeaud
Speaker:
Victoire Dubrujeaud has a solid knowledge of the high yield market acquired over ten years of experience, mainly as a credit analyst. She began her career at Amundi Asset Management as an Investment Grade Credit Analyst, specialising in the consumer, distribution and healthcare sectors, before diversifying into High Yield in the chemicals, metals and gaming sectors. In 2017, she joined SCOR Investment Partners as a High Yield and Leveraged Loans Analyst, then became Fund Manager/High Yield Analyst at ODDO BHF Asset Management in 2019 where she managed nearly €2 billion in fixed maturity funds. Victoire joined La Française AM in June of 2021.
Victoire holds a master’s degree in Financial Engineering from the University of Paris IX - Dauphine and the University of Paris II – Panthéon Assas.
Workshop objective:
Inflation fears, interest rate fluctuations, default rates… how to mitigate those risks with a fixed-income investment strategy? Our proposal associates high carry and flexibility through a fixed maturity investment strategy that makes it possible to combine attractive potential rates of return and arbitrage capabilities in the event of new market opportunities or the deterioration of an issuer held within the portfolio.
Fixed maturity investment strategies, a solution in an uncertain environment?
La Française
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Senior Vice President
Phone: 212-632-2659
Email: steven.keeler@lazard.com
Steven R. Keeler
Director
Phone: 212-632-1325
Email: eduardo.mora@lazard.com
Eduardo Mora
Representatives:
Director, Portfolio Manager/Analyst
John King, CFA
Speaker:
John King is a Portfolio Manager/Analyst on the Global Thematic Equity team. He began working in the investment field in 2004. Prior to joining Lazard in 2013, John worked at Bank of America Merrill Lynch in roles covering Thematic / ESG, Global Equities and Special Situations equity sales. Previously, John was a Credit Risk Analyst at JP Morgan Chase. John has a BA (Hons) in Politics, Philosophy and Economics from Magdalen College, Oxford University.
• Identify the key shifts in business models, industries, economies, and markets
• Translate these insights into themes
• The key themes for the next decade and portfolio ideas that represent them
Workshop objective:
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, we believe significant benefits of thematic investing can only be realized if implementation is robust.
Capturing Structural Change in a Forward-looking Thematic Portfolio
Lazard Asset Management
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Name
Director, Business Development U.S. and Latin America
David Isacovici
Representatives:
Co-Portfolio Manager
Demian Brasil
Speaker:
Demian Brasil joined Chenavari in September 2008 as Partner and Senior Portfolio Manager focused on the corporate credit strategy.
Prior to joining the firm Demian, who has over 24 years of experience in the industry, worked as a Senior Credit Portfolio Manager at Washington Square IM. Before Washington, he was a Portfolio Manager and Strategist at HSBC Asset Management in London and Brazil. Demian started his career at Unibanco Asset Management in Brazil.
Demian holds a degree in Electronic Engineering from Sao Paulo University, Brazil.
To highlight the benefits of investing in a liquid, long/short credit strategy in the current market environment.
Workshop objective:
Lyxor / Chenavari Credit Fund is a European fundamental long/short credit strategy with a focus on liquid credit instruments.
The fund applies tactical trading and dynamic allocation to two sub-strategies: Long/Short European Corporate Credit and Long/Short European Financials.
The fund’s flexible and dynamic approach focuses on alpha generation while hedging tail risks.
The team implements a research-driven approach based on a combination of macro, top-down views and bottom-up analysis.
Achieving diversification and income through a dynamic, liquid long/short credit strategy.
Lyxor
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Mobile
Email
Name
Head of Wholesale - Americas
James Tollemache
Representatives:
Portfolio Manager
Nick Clay
The objective of the fund is to provide a combination of income and long term (over five years) capital growth, net of fees, by investing primarily (over 70%) in a concentrated portfolio of global companies.
Workshop objective:
The impact of the pandemic has been to turbo charge the growth of a select few technology stocks, driving them to dominate the markets. Their size and seemingly invincible status has resulted in the crowd flocking to them. With interest rates likely remaining lower for a long while, is any valuation of these mega caps deemed too high? It is at times like today that it is important to remember some of the lessons of investing such as certainty is non existent and that the maths of compounding still applies elsewhere. As the balance of wealth begins to shift from capital to labour to begin the process of “levelling up” society, don’t forget the tortoise in the race. A steady compounder of income is a powerful way to generate total returns over time, one which is differentiated from pure growth and is an alternative that remains appropriate and achievable in todays world.
Is growth investing disrupting income investing?
RWC
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Associate Director, Business Development
Vontobel Asset Management
Molly Katherine McVeigh
Head of US Offshore/LatAm
Vontobel Asset Management
José Luis Ezcurra
Representatives:
Head of US Credit
Twenty Four Asset Management
David Norris
Speaker:
David Norris joined TwentyFour Asset Management in September 2018. Based in the New York office, he serves as the Head of US Credit as well as one of the portfolio managers of the Multi-Sector Bond team. He is a credit specialist with over 33 years’ experience in fixed income markets gained across a variety of senior roles in asset management and investment banking in London, Frankfurt and New York.
He has held leadership positions in high yield, credit derivatives, structured products and global credit trading at Credit Agricole, BNP Paribas, Greenwich Capital and UBS. Once a member of the infamous New York Cosmos soccer team, David went on to earn degrees in business at the University of British Columbia, Vancouver and law from the University of Reading in the UK.
David will explain how a global mandate can help bond investors find relative value opportunities through the cycle, particularly at a time of increased uncertainty over global monetary policy.
Workshop objective:
Fixed income investors are entering a tricky period in the markets, with tapering on the horizon and inflation data raising the prospect of a policy error from the Fed. US Treasuries have become a source of risk once again and a rapid economic recovery has left risk asset valuations looking stretched. David Norris will explain how a truly global mandate helps the TwentyFour Strategic Income Fund track down relative value as economic and market conditions change, and reveal what he thinks are the most compelling opportunities out there today.
Going global: opportunities
in flexible fixed income
Vontobel Asset Management
Workshop details coming soon
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Head of US Intermediaries USA, Compass Group
David O’Suilleabhain
Vice President
Account Manager Wellington Management Company
Joana Antão McMullen
Representatives:
Managing Director
Fixed Income Income Portfolio Manager, Wellington Management Company
Brij Khurana
Speaker:
Brij is a portfolio manager on the Opportunistic Investment and Opportunistic Fixed Income portfolios. His focus is on global total return and unconstrained fixed income portfolios. He draws on the perspectives of Wellington Management's global industry and credit analysts, specialist portfolio managers, and global macro strategists and conducts top-down and bottom-up research to identify and deliver actionable investment ideas across sectors, regions, and themes, primarily within the global fixed income markets.
The fund seeks to deliver 5-7% total returns (gross of fee target, in USD) through dynamic rotation across global government, inflation-linked, investment grade corporate, securitized, emerging markets, high yield and convertible securities.
Workshop objective:
The COVID-19 pandemic exacerbated and accelerated some seismic changes in the global fixed income landscape that will likely continue to be felt for years to come.
In our view, the best way to describe the last economic cycle — from the 2008 global financial crisis (GFC) to the onset of COVID in 2020 — is as one of “secular stagnation,” characterized by subpar nominal growth rates, subdued inflation, and low productivity.
The economic fall-out from the global pandemic punctuated an end to secular stagnation a period characterized by subpar nominal growth rates, subdued inflation, and low productivity.
We believe we are entering a new economic regime that reverses these trends as the impact of stubbornly persistent inflation challenges the forward looking returns of all fixed income sectors. As volatility rises, investors in fixed income require a strategy that offers diversification—to temper the potential impact of negative returns—and has the flexibility to generate returns by dynamically rotating across sectors, countries and issuers.
Brij Khurana, Managing Director lead portfolio manager of the Opportunistic Fixed Income strategy, will share his expectations for trends in the macro cycle, inflation and central bank policy as well as which areas of the fixed income market offer value. Brij will highlight how these views are expressed within the Wellington Management Opportunistic Fixed Income fund.
Bottlenecks and Tapering—what’s driving fixed income markets
Wellington Management
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Job title
Mobile
Email
Name
Job title
Mobile
Email
Name
Representatives:
Job title
Name
Speaker:
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Workshop objective:
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The fund manager will detail the mechanics of the fixed maturity investment strategy and elaborate on why it is particularly well adapted to today’s economic and financial contexts. Additionally, he will explain how La Française AM continues to innovate in the fixed maturity arena with the integration of potential performance boosters, a low-carbon approach and ESG criteria.
Speaker:
Nick has been managing the Global Income Equity strategy since 2012 while at Newton Investment Management where he spent 20 years and managed a variety of global multi asset strategies. He joined RWC Partners as lead Portfolio Manager in November 2020 along with his team from Newton to continue managing the strategy. Nick started his career in 1991 as an Equity Analyst at Sun Alliance and as a UK equities manager at Morley Fund Management thereafter.
Nick is an Associate Member of the UK Society of Investment Professionals and has a Ba (Hons) in Economics and Philosophy from University of Leeds.
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Business Development Manager, International Wealth Management
Email
Antonio Almirall
Head of Business Development
– International Wealth Management
Email
Menno de Vreeze
Representatives:
Investment Director on the
Emerging Market Debt Team
Kevin Daly
Speaker:
Kevin Daly is an Investment Director on the Emerging Market Debt Team. Kevin joined the company in 2007 having spent the previous ten years at Standard & Poor’s in London and Singapore. During that time Kevin worked as a Credit Market Analyst covering global emerging debt, and was Head of Origination for Global Sovereign Ratings. Kevin was a regular participant on the Global Sovereign Ratings Committee. Kevin graduated with a BA in English Literature from the University of California, Los Angeles.
Kevin Daly will explain main features of frontier markets bonds, how this asset class has evolved over the years. He will also highlights what differentiate abrdn´s strategy.
Workshop objective:
During his presentation, Kevin will mainly focus on why to invest in frontiers now, what are the key drivers and risks of the asset class. Worth bearing in mind that Frontier Markets is a niche asset class that requires the expertise and resources in order to conduct due diligence in countries where information risk is high. He will also highlight abrdn´ capabilities and track record in this markets. The AS SICAV I - Frontier Markets Bond fund was first launched in September 2013 and at that time, the fund was only the second frontier fund of its kind. This is a highly diversified portfolio, investing in hard and local currency government bonds, along with hard currency corporate bonds.
Frontier markets bonds:
why investors should pay attention
to this asset class now?
abrdn
Workshop details coming soon
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Managing Director
Richard Garland
Sales Director
Mayra Cruz
Representatives:
Portfolio Manager
Abrie Pretorius
Speaker:
Abrie is a portfolio manager and analyst in the Quality team based in New York. His portfolio manager duties include being a portfolio manager on the Global Quality Equity Income Strategy as well as being the alternate-portfolio manager on the team’s flagship Global Franchise Strategy. As an analyst, Abrie is responsible for global equity research for the Global Quality equity strategies.
He joined Ninety One in 2007, where he was instrumental in developing the market risk modelling capabilities in our London and Cape Town offices. Abrie has been a member in the Global Quality team since inception of the team’s flagship global strategies.
He graduated cum laude from the University of the North West, Potchefstroom Campus, with a Master of Science degree in Quantitative Risk Management: Investment Management. Abrie holds the Investment Management Certificate (IMC) and is a CFA® Charterholder.
Provide insight into Ninety One’s differentiated approach to investing in Quality companies.
Workshop objective:
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, Abrie Pretorius 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.
Abrie will profile the Global Franchise, Global Quality Equity Income and Ninety One’s full Quality fund range.
Investment involves risk, losses may be made.
Why the market is turning to Quality?
Ninety One
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Business Development Manager Uruguay & Argentina
LinkedIn
Valeria Gloodtdofsky
Senior Business Development Manager US Offshore
LinkedIn
Saul Santamaria
Representatives:
Senior Portfolio Manager
Jeremy Kent
Speaker:
Jeremy Kent is a senior portfolio manager for sustainable equity at NN Investment Partners. He began his career at AllianzGL in its graduate programme in 2008, working his way up to a global equity portfolio manager in 2013, which he maintained for eight years. At AllianzGL, he was also a member of its ESG, proxy voting and impact investing committees. Kent received a BA degree in entrepreneurial management at California State University and an executive MBA in management at Imperial College Business School. He is a CFA charterholder.
Share our conviction on sustainability as a business approach to creating long-term value. We believe there is a strong link between the longer-term positive impact of responsible investing and improved risk adjusted returns.
Workshop objective:
Adoption of sustainable investments in global portfolios is real. Investors are aware of their role as agents of change, of the paradigm shift of our economic model towards sustainable practices and of the return opportunities they are facing. In this context, companies that evolve towards sustainable business models strengthen their competitive advantages which favors capital/investors and consumers attraction; ultimately, this leads into better financial results and more resilient stock behavior. However, finding high-quality sustainable businesses is not a quick or simple process. It means being selective: narrowing down the investable universe step by step until you reach a well-rounded portfolio.
The Undisputable rise
of Sustainability
NN Investment Partners
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Managing Director,
International Private Wealth
Michael Burke
Head of Institutional Distribution, Principal Chile
LinkedIn
Andrés Silva
Representatives:
Founder, President and
Chief Executive Officer
Mark Lieb
Speaker:
Prior to founding Spectrum in 1987, Mr. Lieb was a Founder, Director and Partner of DBL Preferred Management, Inc., a wholly owned corporate cash management subsidiary of Drexel Burnham Lambert, Inc. Mr. Lieb was instrumental in the formation and development of all aspects of DBL Preferred Management, Inc., including the daily management of preferred stock portfolios for institutional clients, hedging strategies, and marketing strategies. Mr. Lieb holds a BA in Economics from Central Connecticut State College and a MBA (Finance) from the University of Hartford.
Explore income and diversification opportunities with preferred securities and understand what makes these instruments attractive to investors.
Workshop objective:
Preferred securities have been an attractive fixed income sector for investors around the world for many years. Spectrum Asset Management, a world-leading manager of preferred securities with a 30-year track record of implementing its fundamental credit-based investment philosophy and leveraging its expertise in capital structure analysis will provide an understanding of these instruments and their market, as well as why preferred securities may be a compelling investment choice for some investors.
Spectrum Preferred Securities
Principal
Workshop details coming soon
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Vice President | US Relationship Manager
Email
Karlene Quigley
Representatives:
Head of Emerging Markets Debt Investments
Email
L. Bryan Carter, CFA
Speaker:
L. Bryan Carter is an experienced EMD portfolio manager with 18 years in the industry and with eight years in managing portfolios integrating ESG. He was most recently the lead portfolio manager for EMD at BNP Paribas with over $6 billion of assets under management, covering hard currency, local currency and total return. He hired and managed a team of 16 portfolio managers, analysts, and investment specialists. Previously, Bryan managed EMD and Global Absolute Return Bond capabilities at Acadian Asset Management, and directed Acadian’s quantitative fixed income research effort. Bryan started his career as an economist and worked for the US Treasury Department, as well as T. Rowe Price. Bryan was a founding volunteer for the non-profit Emerging Markets Investors Alliance (EMIA), and has held leadership roles in this prominent advocacy and social impact organization for institutional investors since 2014. EMIA provides investors with knowledge and intelligence about ESG issues in emerging markets and compels them to advocate for change in the countries and companies in which they invest. Bryan holds a Master of International Development Economics from Harvard University, as well as a Bachelor of Economics and Spanish from Georgetown University.
Review key issues and solutions for effectively integrating ESG factors in an Emerging Markets Debt portfolio. Highlight the extensive set of tools and resources required to deliver advanced ESG portfolios across EMD asset classes.
Workshop objective:
Emerging Markets Debt (EMD) managers are accelerating the integration of ESG factors and objectives into their investment strategies. But how? We highlight the benefits and drawbacks of various ESG approaches—from using fundamental ESG research and issuer engagement to applying quantitative scoring from third-party ESG data providers. In this context, we will discuss the latest thinking on building advanced ESG portfolios in the EMD space and demonstrate how fundamental sovereign research can impact ESG outcomes.
Global Emerging Markets Debt: Advancing ESG integration techniques
HSBC
Workshop details coming soon
abrdn
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Managing Director, Head of Business Development
for the Antero Peak Group at Artisan Partners
Brian Newman
Director, Institutional Distribution Antero Peak Group
at Artisan Partners
Ryan Tunstall, CFA, CAIA
Representatives:
TMT Sector Head, Antero Peak Group
at Artisan Partners
Noel Culhane, CFA
Speaker:
Noel Culhane conducts fundamental research as head of the technology, media and telecommunications (TMT) sector for the Antero Peak Group. Prior to joining the firm in January 2017, Mr. Culhane was an investment analyst at Vulcan Capital where he focused on public and private investments in global TMT industries and advised on spectrum investments and credit opportunities. Before that, Mr. Culhane was an equity research analyst at Citigroup Global Markets focused on US telecom services. Mr. Culhane began his career in the TMT Investment Banking group at RBS in London. He holds a bachelor's degree in business and legal studies from the University College Dublin (First Class Honors) and a master’s degree in finance from the Michael Smurfit Graduate Business School, University College Dublin.
Our focus is to convey the team’s disciplined approach to investing – one that is founded on thematic idea generation and driven by fundamental research, thoughtful portfolio construction and proactive risk management.
Workshop objective:
Noel Culhane 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 effort to deliver consistent returns that exceed the benchmark.
As Noel’s presentation will demonstrate, the Antero Peak Group has generated robust near and longer-term results, while maintaining lower volatility than the S&P 500 Index. The team believes the quality of their returns is a direct reflection of the successful execution of their rigorous process.
Antero Peak Group: A Differentiated Approach in the Pursuit of Alpha
Artisan Partners
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Relationship Manager, Advisor Relations
561-995-4523
Email
Leonardo “Leo” Gonzalez , CFA
Regional Vice President
305-781-4910
Email
Nuno Loureiro
Representatives:
Portfolio Manager & Analyst
Jeff Mueller
Speaker:
Jeff is co-portfolio manager of the firm’s Global Growth strategy and joined the firm in 2013. Prior to joining Polen Capital, Jeff spent 10 years in the U.S. Marine Corps, during which he flew over 200 combat missions in F/A-18s. Jeff received his B.A. in Communications and Business Administration from Trinity University in San Antonio, Texas. Jeff is a Tillman Scholar and earned his M.B.A. with honors and distinction from Columbia Business School. Jeff serves as an adjunct faculty member at Columbia Business School, where he teaches the Compounders course within the Value Investing Program.
• Learn how a concentrated approach has delivered better performance versus the benchmark
• Learn how the Amundi Funds Polen Capital Global Growth has navigated the pandemic and is positioned for the current environment
Workshop objective:
Markets are faced with inflationary, interest rates risks as well as uncertainties. In this session, we will discuss how we take advantage of businesses in the world, against the backdrop of the current market environment. We believe it is the long-term earnings power of the business, which will be the primary driver of valuation growth over time. We have constructed portfolios with a singular focus on creating a careful balance between quality and growth. With over three decades of experience, this can potentially provide an outcome that seeks to deliver outperformance over a full market cycle with less risk and more protection of client capital. Join us is this discussion!
Not All Growth is Equal: Amundi Funds Polen Capital Global Growth
Amundi
Workshop details coming soon
Sales Manager
Joaquin Prandi
Adriana Buchelly
Head of Intermediary Business for Colombia,
Panama and Costa Rica