15:00
15:40
Fund Group Workshop - Goldman Sachs Asset Management
All timings in BST
3 June 2021
agenda
Day 1
???????????????????????????
14:00
14:50
Workshop 1 - dws
As ESG gain
Conference session - Ed Gillespie
08.30 - 09.15
09.15 - 09.30
09.30 - 10.05
10.15 - 10.50
10.55 - 11.30
11.40 - 12.15
12:20-12:55
12:55 - 13:55
13:55
All timings in CET
16 November
15:50
16:30
Fund Group Workshop - Artisan Partners
16:40
17:20
Fund Group Workshop - Sands Capital
11:50
12:20
Fund Group Workshop
12:20
13:40
Table planned lunch
13:40
14:40
Panel Session
14:40
15:10
Fund Group Workshop
15:20
15:50
Fund Group Workshop
16:00
16:30
Fund Group Workshop
16:40
17:10
Fund Group Workshop
19:30
20:00
Drinks reception
20:00
23:00
Table planned dinner - Jen Brister
09:15
10:15
Conference Session 2 - Mark Foster
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10:15
10:45
Fund Group Workshop
10:55
11:25
Fund Group Workshop
11:35
12:05
Fund Group Workshop
12:05
13:20
Buffet lunch
08:00 09:15
Workshop 1 - dws
As ESG gain
Breakfast at leisure
All timings in BST
24 September 2021
Day 2
14:00
Event close
As ESG gains prominence globally, our panel
As ESG gains prominence globally, our panel
Registration and breakfast
Welcome
Capital Group
Vontobel
Impax Asset Management
Jupiter Asset Management
Columbia Threadneedle Investments
Selector Hard Talk
Buffet lunch
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Thank you.
We're happy to
have you join us!
Frederic Jeanmaire
Portfolio Manager
Fred Jeanmaire joined the company in 2011 and is a portfolio manager within the European equities team. He is responsible for analysing the banking, telecom and media sectors. He is the portfolio manager for the Threadneedle (Lux) Pan European Absolute Alpha as well as a number of European institutional mandates.
Before joining the company, Fred worked at Merrill Lynch, where he was an analyst for the leisure and telecoms sectors. His teams at Merrill Lynch were ranked in the top three in the Institutional Investor annual rankings in 2010 and 2011.
Fred holds a degree in Management from HEC in Paris and also holds the Chartered Financial Analyst designation.
Company start date: 2011
Industry start date: 2007
name
title and bio
name
title and bio
workshop speakers
Martyn Hole
Equity Investment Director
Martyn Hole is an equity investment director at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 18 years.
Prior to joining Capital, he worked at J.P. Morgan Asset Management.
He holds a master’s degree in natural and engineering science with honours from the University of Cambridge. He also holds the Chartered Financial Analyst® designation.
Barbara Heap
Portfolio Specialist, Associate Director
Barbara is a Portfolio Specialist focused to Impax’s Global Opportunities Strategy. As a portfolio specialist, she works closely with Impax’s Listed Equity investment team in order to develop and maintain depth of knowledge across investment strategies.
Barbara joined Impax in October 2020. She has extensive experience in institutional asset management and has deep experience of financial markets. She began her career as an analyst in 1989 at Nomura Research Institute then moved into asset management at Clerical Medical Investment Management. She then joined British Airways Pension Investment Management, initially as a Japanese Equity Portfolio Manager and later as Head of Japanese Equities. Prior to joining Impax she worked as an Investment Director at JP Morgan Asset Management providing fiduciary oversight of the investment process for Multi-Asset Solutions.
Barbara graduated with a BCom (Hons) in Finance from the University of Ottawa and is a CFA charter holder
TBC
Adrian Bender
Head of Fixed Income Client Portfolio Managers
Adrian Bender joined Vontobel Asset Management as Client Portfolio Manager in July 2016. In this role, he is the focal pointfor all marketing and sales related work streams for the Flexible Bonds and Emerging Markets Bonds product range,addressing queries as well as representing the portfolio managers in client meetings.Prior to joining Vontobel, from 2010 to 2016, he was a Senior Product Specialist at Amundi in London and responsible forGlobal Fixed Income (Emerging Markets Debt, Global Credit, Global Sovereign), Absolute Return and Forex assets. Mostrecently, he was Head of the GFI Product Specialists at Amundi, serving sales managers and their institutional, distribution,insurance and corporate investors globally. Adrian has more than 20 years of industry experience, having worked in clientfacing and product specialist roles at Banque Credit Lyonnais, Credit Agricole and Amundi in Paris and London.Adrian Bender holds a BA in European Business Administration from Middlesex University - ESC Reims (CESEM).
name
title and bio
workshop speakers
Bérenger Vidal de la Blache is a managing director at Capital Group. He has 13 years of investment industry experience and has been with Capital Group for seven years.
Earlier in his career at Capital, he was a senior business development associate and a client service associate. Prior to joining Capital, Bérenger was an analyst for Citigroup corporate and investment banking.
He holds the Chartered Financial Analyst® designation.
Managing Director for Financial Intermediaries, France, Luxembourg & Belgium
Bérenger Vidal de la Blache
Marnix van den Berge is managing director at Capital Group. He has 22 years of investment industry experience and has been with Capital Group for six years.
Prior to joining Capital, he had various senior roles at Quilvest Wealth Management, DWS and Credit Suisse Asset Management.
He holds an MBA in international business from Johnson & Wales University, Providence, Rhode Island.
Managing Director for Financial Intermediaries, Luxembourg, Belgium & France
Marnix van den Berge
representatives
Martyn Hole is an equity investment director at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 18 years.
Prior to joining Capital, he worked at J.P. Morgan Asset Management.
He holds a master’s degree in natural and engineering science with honours from the University of Cambridge. He also holds the Chartered Financial Analyst® designation.
Equity Investment Director
Martyn Hole
speaker
Celebrating its 90th Anniversary in 2021, Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors.
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
Today Capital Group works with financial intermediaries and institutions to manage more than US$2.6 trillion in long-term assets for investors around the world.
company profile
The fund seeks to invest in distinctive European companies with quality-growth and resilient characteristics to deliver long-term success. Fundamental research is used to identify companies across the market-cap spectrum.
Workshop objective
The Capital Group European Opportunities (LUX) Fund focuses on selecting companies in Europe with relatively strong and sustainable growth prospects that will deliver capital appreciation. Within the strategy we have the flexibility to invest in companies across the full market cap spectrum, showcasing the breadth and depth of our research capabilities at Capital Group.
As long-term investors, we value the importance of investing in – and partnering with – companies that we perceive have capable and trustworthy management teams. We believe that investing in and partnering with well-run companies will also result in low turnover in the portfolio (average holding period of at least four years).
workshop summary
Europe’s global leaders offer attractive opportunities
Click on each sponsor logo for more details
Workshops
Thibault Amand joined Vontobel in 2019. He is responsible for all client activities in the French market. Thibault Amand is a senior client professional with 25 years of industry experience, strong local client relationships and deep knowledge of the French market. He joins Vontobel from Hexagone Finance where he was responsible for French wholesale clients. His prior positions include Head of Wholesale Distribution for France, Belgium and Luxembourg at Aviva Investors France and Head of Sales at Mirabaud Asset Management where he led the firm’s business development in France. Before that, he was Head of Institutional Sales at Deutsche Asset Management where he covered French pension funds, insurance companies, banks and corporates. Thibault Amand holds a Master’s degree in Finance from the University of Paris
Head of Sales France, Director
Thibault Amand
Marie Fortez joined Vontobel Asset Management in October 2020. In her role as a Relationship Manager, she is responsiblefor managing relationships with discretionary wealth managers, private banks, asset managers and independent financialadvisors (IFAs).Prior to joining Vontobel, she worked as Head Third Party Distribution for France, Monaco and Luxembourg at Allianz GlobalInvestors for 20 years. She brings with her a wealth of experience in managing client relations with private banks and multi-managers.Marie Fortez holds a Master’s degree in Finance from the University of Paris Nanterre.
Relationship Manager, Director
Marie Fortez
representatives
Adrian Bender joined Vontobel Asset Management as Client Portfolio Manager in July 2016. In this role, he is the focal pointfor all marketing and sales related work streams for the Flexible Bonds and Emerging Markets Bonds product range,addressing queries as well as representing the portfolio managers in client meetings.Prior to joining Vontobel, from 2010 to 2016, he was a Senior Product Specialist at Amundi in London and responsible forGlobal Fixed Income (Emerging Markets Debt, Global Credit, Global Sovereign), Absolute Return and Forex assets. Mostrecently, he was Head of the GFI Product Specialists at Amundi, serving sales managers and their institutional, distribution,insurance and corporate investors globally. Adrian has more than 20 years of industry experience, having worked in clientfacing and product specialist roles at Banque Credit Lyonnais, Credit Agricole and Amundi in Paris and London.Adrian Bender holds a BA in European Business Administration from Middlesex University - ESC Reims (CESEM)
Head of Fixed Income Client Portfolio Managers
Adrian Bender
speaker
Vontobel Asset Management is a Switzerland-based, mostly family-owned, active asset manager with global reach, a strong performance culture, and robust risk management. We aim to deliver attractive solutions for both institutional and private clients, covering equities, fixed income, and multi-asset areas with more than 200 investments specialist in 18 locations across Europe, the US, and the Asia Pacific region.
Clear convictions based on analyses and calculations are vital for investment success. We share our results with our clients so that they can invest with the same conviction. More than 20 years after launching our first sustainable investment solution, we still invite our clients to invest sustainably and help them drive positive changes for both the world and ultimately their earnings.
company profile
Learn how, as with our flagship EMD fund, you can benefit from a spread optimization from an already generous asset class.
Workshop objective
Fed up of low developed market yields and tight spreads?
You’d love to be able to access the higher growth and higher spreads in EM debt, but have a sustainability constraint?
Feel frustrated no longer!
We’re delighted to present the latest article 8 compliant strategy in our EM debt roster, the “Sustainable Emerging Markets debt” fund.
CPM Adrian Bender will explain how, as with our flagship EMD fund, we optimize the spread from this already generous asset class. And by adding our proprietary “sustainable waterfall”, are able to offer “sustainable spread optimization” to yield and income hungry French investors.
We look forward to discussing this opportunity with you!
workshop summary
The benefits of Sustainable Spread Optimization
Eléonard Buono is Head of Distribution for France and Monaco. He joined the firm in 2008 as a Senior Sales Manager and became Head of French Distribution in 2013. Within this role, he is responsible for the development and expansion of the client base on the French market. He is also responsible for establishing and maintaining key relationships with a range of institutional clients and prospects, and for managing the Paris office.
Country Head, France
+33 (0) 1 70 38 53 28
Eléonard Buono
Philippe Lorent is a Senior Salesperson for the French distribution at Columbia Threadneedle Investments, a role he has been holding since 2012. In this role, he is responsible for establishing and maintaining key relationships with a range of Wholesale, Fund Selectors and Private Banks clients based in the French market.
Senior Sales, France
+33 (0) 1 70 38 51 15
Philippe Lorent
representatives
Fred Jeanmaire joined the company in 2011 and is a portfolio manager within the European equities team. He is responsible for analysing the banking, telecom and media sectors. He is the portfolio manager for the Threadneedle (Lux) Pan European Absolute Alpha as well as a number of European institutional mandates.
Before joining the company, Fred worked at Merrill Lynch, where he was an analyst for the leisure and telecoms sectors. His teams at Merrill Lynch were ranked in the top three in the Institutional Investor annual rankings in 2010 and 2011.
Fred holds a degree in Management from HEC in Paris and also holds the Chartered Financial Analyst designation.
Company start date: 2011
Industry start date: 2007
Portfolio Manager
Frédéric Jeanmaire
speaker
Columbia Threadneedle Investments is a leading global asset manager with more than 2000 employees and managing €500bn of assets on behalf of institutional, corporate and individual clients globally. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. Our more than 450 investment professionals share global perspectives across all major asset classes and markets, giving clients access to a broad array of investment funds and strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements. Columbia Threadneedle Investments is the asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider.
company profile
copy
Workshop objective
We use Porter’s Five Forces and measures of competitive advantage to assess the quality of business models. This has proved highly successful across our entire European equity fund range. We will demonstrate how this helps us find not only uniquely and exceptionally successful businesses, but also, in the context of a long-short strategy, to find fractured and declining business models where shorting can generate good returns.
workshop summary
Protecting downside, capturing upside
Kirk joined Impax in 2018 and is responsible for leading business development in Europe. Prior to joining Impax, he was Head of International Business development at Alger, and opened the firm’s first office in Europe. He began his career at Citibank, and then worked at the AXA Group headquarters, and AXA Investment Managers. Kirk holds degrees from HEC and the University of Texas at Austin.
Business Development Director
Kirk Hotte
Mark joined Impax in early 2021. Previously, he held similar positions in Paris at Natixis Group and Comgest. Mark holds a Bachelor’s Degree in Commerce from the University of Melbourne, and is fluent in English, German, and French.
European Business Development Associate
Mark Verhoeven
representatives
Barbara is a Portfolio Specialist focused to Impax’s Global Opportunities Strategy. As a portfolio specialist, she works closely with Impax’s Listed Equity investment team in order to develop and maintain depth of knowledge across investment strategies.
Barbara joined Impax in October 2020. She has extensive experience in institutional asset management and has deep experience of financial markets. She began her career as an analyst in 1989 at Nomura Research Institute then moved into asset management at Clerical Medical Investment Management. She then joined British Airways Pension Investment Management, initially as a Japanese Equity Portfolio Manager and later as Head of Japanese Equities. Prior to joining Impax she worked as an Investment Director at JP Morgan Asset Management providing fiduciary oversight of the investment process for Multi-Asset Solutions.
Barbara graduated with a BCom (Hons) in Finance from the University of Ottawa and is a CFA charter holder
Portfolio Specialist, Associate Director
Barbara Heap
speaker
Founded in 1998 by Ian Simm, Impax is a specialist asset manager, with approximately £38.0bn / $52.2bn as of 31 August 2021 in both listed and private markets strategies, investing in the opportunities arising from the transition to a more sustainable global economy.
Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.
Impax has ca. 200 staff across six offices in the United Kingdom, the United States, Ireland and Hong Kong, making it one of the investment management sector’s largest investment teams dedicated to sustainable development.
www.impaxam.com
company profile
To learn how the Global Opportunities Strategy identifies the winners and losers in the transition to a more sustainable economy.
Workshop objective
An introduction to our core, actively managed global equity strategy.
Building on Impax’s 20-year legacy of investing in sustainable markets, the Global Opportunities Strategy invests in companies well positioned to benefit from the transition to a more sustainable economy.
Idea generation is guided by the proprietary Impax Sustainability Lens, which highlights parts of the market with a better balance or risk and opportunity from the transition.
Impax’s authentic and integrated approach to ESG is used throughout the process.
The strategy invests in companies possessing sustainable competitive advantages to achieve long-term capital growth while also providing attractive non-financial outcomes.
workshop summary
Impax Global Equity Opportunities Fund – finding the opportunities that arise from the transition to a more sustainable economy
Guillaume GUERITEE is a partners and a sale director at Alfi Partners with 14 years experience in the industry.
He has been developing Jupiter AM franchise in France and Monaco since 2009
Partners and Sale director France / Monaco @ Alfi Partners
Guillaume GUERITEE
Eric Charbonnier is a partners and a sale director at Alfi Partners with 25 years experiences in the industry.
He has been developing Jupiter AM franchise in France, Belgium and Luxembourg since 2009
Partners and Sale director France / Belux @ Alfi Partners
Eric Charbonnier
representatives
Luke Kerr joined Jupiter in July 2020 is a Fund Manager in the UK Small & Mid Cap team. Before joining Jupiter, Luke worked at Merian Global Investors as a UK equity portfolio manager focusing on medium-sized and smaller companies. Prior to this, he was a consultant at Arthur Andersen. He began his investment career in 1997. Luke has a BA in Chemistry. He is ACA-qualified and is a CFA® charterholder.
Fund Manager, UK Small & Mid Cap
Luke Kerr
speaker
copy
company profile
To illustrate the structural attractiveness of the UK mid and smaller companies market and introduce a market-leading fund that specialises in this area.
Workshop objective
UK small cap and mid cap equities offer access to a surprisingly rich and diverse range of companies, from global leaders in their sectors to technology disruptors and domestic specialists. Many of these companies are benefiting from the rebounding UK economy, and there’s been a sharp pickup in M&A and IPO activity. Please join Luke Kerr, a member of the multi award winning Jupiter UK Small & Mid Cap equities team for his session at Citywire Paris. Luke manages the Jupiter UK Dynamic Equity Fund, a uniquely flexible fund focussed on the best ideas within UK small and midcap companies. Luke will discuss the structural advantages of this niche area of the market, the team’s investment process and the unique structure of the UK Dynamic Equity Fund.
workshop summary
Best Ideas in UK Equities
workshop details coming soon
workshop details coming soon
workshop details coming soon
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