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Presentations
Workshops
Real assets and the path to net zero
Delivering returns which are both environmentally and financially sustainable through investing in real assets in a multi-asset approach to drive the climate transition and deliver net zero
Workshop Objective:
Discuss:
• The benefits and challenges for clients of multi-asset solutions
• The role that real assets can play in delivering net zero and improving client outcomes
Company Profile: Aviva Investors is a global asset manager with over £223 bn of AUM* managed in real asset, fixed income, equity, multi-asset and alternative investments in 14 countries*. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 December 2022.
Speakers
James Tarry
Head of Portfolio Management, Alternative Income, Aviva Investors
James leads the Aviva Investors' Multi-Asset Portfolio Management team within our Real Assets business and as a Senior Portfolio Manager, manages portfolios of alternative income and real assets for pension fund and insurance clients. He is also co-Fund Manager of the Climate Transition Real Assets Fund which invests sustainably in value-add real estate and infrastructure across the UK and Europe, as well as directly owned forestry in order to achieve net zero by 2040.
Representatives
James Houston
Director- Financial Institutions
James Houston is regional distribution head for Latin America and US Offshore at Aviva Investors. In addition, James covers the Global Financial Institutions channel globally. James joined Aviva from GAM and worked at SEI Investments as a Relationship Director within the Global Financial Institutions team.
Jerome Nunan
Investment Director
The Infrastructure Supercycle: Driving Global Opportunities
We believe we are in the midst of an infrastructure “super-cycle,” as the world looks to modernize infrastructure to meet the needs of tomorrow. Whether investing to meet the staggering growth in data consumption, the shift away from traditional fossil fuels, or the proliferation of e-commerce, these (and other long-term trends) will require trillions of dollars in capital. As part of this supercycle, we believe three main themes will continue to drive significant investment opportunities for decades: digitalization, decarbonization and deglobalization, which we refer to as “The Three Ds”.
Workshop Objective: To explain what infrastructure is; to outline the characteristics that make infrastructure a potentially attractive investment, and; to outline the potential benefits that infrastructure can offer investors.
Company Profile: When Brookfield acquired a majority stake in Oaktree Capital in 2019, it created one of the world’s largest alternative asset managers. Now Brookfield Oaktree Wealth Solutions is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.
We are a global network of professionals dedicated to delivering alternative solutions to the wealth market. Our solutions are built to meet the varying needs of individual investors, and they are coupled with market and investment insights based on our unique products and portfolio expertise. We offer specialized support for financial advisors and their clients, built on a foundation of investment excellence, integrity and alignment of interests.
Speakers
Oliver Wiedemeijer
Managing Director, Product Development
Oliver Wiedemeijer is a Managing Director at Brookfield Oaktree Wealth Solutions. In this role, he is responsible for product development and acts as a product specialist for EMEA and APAC.Before joining Brookfield Oaktree Wealth Solutions in 2023, Mr. Wiedemeijer spent over 18 years at Credit Suisse, most recently serving as global head of due diligence and product strategy across private and alternative markets. He has held numerous alternative investment and client relationship management roles during his tenure. Mr. Wiedemeijer holds a Masters of Economics from St. Gallen University (HSG).
Representatives
Andrew Downing
Senior Vice President, Client Relationship Management
Rosamond Price
Managing Director – EMEA Region Head
Sourcing Income in Private Markets
As yields reprice across global markets, investors can now source attractive income in both public and private markets.
We believe the ongoing volatility resulting from elevated inflation, rising interest rates, and bank retrenchment continues to create a fertile environment for flexible capital providers like us to step in.
In such a fast-changing and target-rich environment, investors need to broaden their toolkit to capture opportunities as they arise.
We’re excited to tell you all about these opportunities we are seeing in areas like Specialty Finance, Residential Mortgage Credit, Commercial Real Estate and Corporate Lending, among others. Importantly, we’ll also discuss how you can generate significant income by broadening your scope to include public and private markets.
Workshop Objective: Delegates will hear from PIMCO on the opportunities in private credit and how the changing macro landscape can enable them to source higher, and better quality, income.
Speakers
Lalantika Medema
Alternative Credit Strategist
Ms. Medema is an executive vice president and alternative credit strategist in the London office, responsible for credit alternatives and mortgage- and real-estate-related strategies. Previously, she worked in the portfolio management group and focused on mortgage-backed securities and residential whole loans. Prior to joining PIMCO in 2006, she worked at Deutsche Bank’s Trust & Securities Services Division, specializing in collateralized debt obligations (CDOs). She has 20 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. She also received an undergraduate degree from the University of California, Los Angeles.
Representatives
Terry Oh
Executive Vice President
Leo Maduro-Vollmer
Account Manager
Where to go when you can go anywhere: 2024 Hedge Fund Outlook
Join Rachel Eisman, Hedge Fund Solutions PM, to discuss the outlook for hedge fund strategies in the current market environment where many clients are increasingly relying on alternative investments to meet their portfolio objectives. Hear about the team’s long-standing process for identifying the most attractive hedge fund strategies, the highest conviction allocations in our portfolios today, and the daily liquid solution that UK clients are using to access the team’s best hedge fund ideas. Rachel will also provide a brief introduction to the JPMorgan Funds - Multi-Manager Alternatives Fund, a daily liquid UCITs solution that provides access to our best hedge fund ideas.
Workshop Objective: Assess the outlook for hedge fund strategies in the current market environment, where many clients are increasingly relying on alternative investments to meet their portfolio objectives
Speakers
Rachel Eisman
Investment Specialist within the J.P. Morgan Asset Management Hedge Fund Solutions
Rachel Eisman, Vice President, is an Investment Specialist at J.P. Morgan Alternative Asset Management Hedge Fund Solutions, focused on liquid alternatives and co-investments. In her current role, Rachel supports the management of the Multi-Manager Alternatives Fund. Rachel previously served as the management associate to the Global Head of J.P. Morgan Asset Management’s Alternatives Solutions Group. Prior to that role, Rachel worked in Hong Kong on the APAC Product Strategy team. At the start of her career, she completed the J.P. Morgan Asset Management U.S. Funds Analyst Rotational Program. Rachel is a board member of The HOPE Program, an economic empowerment non-profit in New York City. She graduated cum laude from Princeton University with a B.A. in Economics and holds the Series 3, 7, and 63 licenses and the Chartered Financial Analyst® (CFA) designation.
Representatives
Camilla McKane
Managing Director – Client Advisor, UK Funds
Camilla McKane, Managing Director, is a senior client advisor in the UK Funds Sales team a role she has held since November 2018. She is responsible for ensuring the firm maintains and develops strong relationships with a select number of strategic partners in the UK intermediary market. Previously she was a client advisor in the Global Liquidity Group covering a portfolio of corporate clients in the UK & Ireland.
Camilla started her career in the industry in 2001 at Wellington Management and joined the firm in September 2014 from Bank of America Merrill Lynch where she held a variety of positions and most recently as a Senior Sales Director responsible for the short-term investment business in the region. Camilla holds a B.A. in Law from Durham University and has completed the IMC.
Henry Noel-Smith
Executive Director
Henry Noel-Smith, Executive Director, is a Client Adviser on the UK Funds Sales Team covering Wealth Managers in London. An employee since 2015, Henry previously spent time as an infantry officer in the British Army. After commissioning from the Royal Military Academy Sandhurst in 2010, Henry served with The 3rd Battalion The Rifles in a number of roles, including 7 months as a Platoon Commander in Afghanistan. Henry is a Graduate of the University of Exeter and holds the Chartered Alternative Investment Analyst (CAIA) designation.