Presentations
Workshops
Despite Europe’s challenges, Berenberg can always find high-quality businesses benefiting from long-term structural growth drivers
Berenberg has a strong European equity capability backed by a strong pedigree from Allianz Global Investors. Matthias Born, CIO and lead PM on the European Focus Fund, will discus the current market and why their All Cap concentrated approach can deliver strong returns over the long run in a challenged geography. Matthias Born’s colleague, Peter Kraus (Head of Small Cap Equities), who also joined from Allianz Global Investors, will touch on their micro and genuine small cap expertise.
Workshop Objective: To build awareness of Berenberg as an asset manager and specifically their extremely well-regarded European equity capabilities. Headed by European equity veterans, Matthias Born and Peter Kraus team, have been running Pan-European equity funds at Berenberg since 2017 (formerly managing c.€20bn as heads of Allianz European equity franchise).
Company Profile: Private bank with expertise since 1590
Founded in 1590, Berenberg is one of Europe’s leading privately owned banks today with its Wealth and Asset Management, Investment Bank and Corporate Banking divisions.
We use our expertise and innovative solutions for our customers worldwide. Our scale and reach allow us to combine our skills from around the Group to deliver the advice and access to financial markets you require.
Speaker
Matthias Born
Head of Investments & CIO Equities
Matthias Born has been CIO Equities since 2017 and Head of Investments of Wealth and Asset Management since 2019. He started his career in 2001 at Allianz Global Investors (AGI), where he managed portfolios for European Small Caps, European growth stocks and German equities from 2002 to 2017. In his 16 years at AGI, he has built two very successful equity franchises and was responsible for client assets in the double-digit billions. Matthias Born has an excellent track record over two decades and received several awards for his outstanding and consistent performance. He studied at the University of Wuerzburg and holds a degree in Business Administration.
Representatives
Edward Higgin
Partner / Head of Sales, Harrington Cooper
Edward joined Harrington Cooper in November 2007. He is responsible for managing the implementation of the firm’s European-wide sales strategies and is head of the sales team, also covering the UK, Ireland and Nordic regions. Prior to joining Harrington Cooper in 2007, Edward‘s career was in advertising, working with some of the largest brands in the industry such as Proctor & Gamble.
Global Investment Grade: If not now, when?
Heightened market volatility and uncertainty has once again refocused investors’ minds onto answering the question of the optimal route to constructing a well-diversified portfolio. The benefits of diversification are always sought, and while the correlation between equities and bonds turned positive in 2022, we expect that high-quality bonds should once again offer relative stability and diversification to risk assets, one of the key roles of bonds in a diversified portfolio, as central banks approach the end of their rate hiking cycles.
In this presentation, fixed income investment director, Jeremy Cunningham, will give insights into why global investment grade now and how the Capital Group Global Corporate Bond Fund (LUX) adds consistent excess returns over the market cycle.
Company Profile: Founded in the US in 1931, Capital Group is one of the world’s largest active investment managers. Throughout our history of more than 90 years, our aim has always been to deliver superior, consistent results for long-term investors.
Investment management is our only business, and the stability of our privately owned organisation has enabled us to maintain a long-term perspective throughout the decades; we believe this perspective helps to align our goals with the interests of our clients.
Capital Group has an integrated global research network of more than 470 investment professionals and portfolio managers have an average of 27 years of investment experience.
Speakers
Jeremy Cunningham
Fixed Income Investment Director
Jeremy J.W. Cunningham is an investment director at Capital Group. He has 36 years of industry experience and has been with Capital Group for seven years. Prior to joining Capital, Jeremy worked as head of EMEA fixed income business development at Alliance Bernstein. Before that he was head of product management at Schroders. Earlier in his career he was a fixed income portfolio manager at INVESCO, J.P. Morgan Fleming and Merrill Lynch. He holds the Chartered Financial Analyst® designation. Jeremy is based in London.
Representatives
Thomas van Onna
Relationship Manager
Thomas van Onna is a relationship manager at Capital Group. He has 11 years of industry experience and has been with Capital Group for seven years. Prior to joining Capital, Thomas worked as a credit analyst at Rabobank. Before that, he was an intern at Juno Investment Partners. He holds master degrees in finance from Tilburg University, business administration from VU University Amsterdam and international economic studies from Maastricht University. He holds a bachelor's degree in international business from Maastricht University. He also holds the Chartered Financial Analyst® designation. Thomas is based in Amsterdam.
Redefining the Decarbonisation Opportunity
Viewing decarbonisation investing through a strictly green lens leaves a lot out of the picture. Raj Shant, Client Portfolio Manager at Jennison Associates, PGIM’s active equity manager, will outline a holistic approach employing a broader scope to reveal a diverse $2.5 trillion opportunity set with abundant alpha potential. Find out how to make the most of the multi-decade movement to decarbonise the planet while the carbon reduction revolution is still in its early stages.
Workshop Objective:
1. How a forward-looking, holistic view to the transition to a low-carbon economy can reveal untapped investment opportunities beyond traditional CO2 emissions-reduction approaches
2. What methodologies can be used to quantify potential emissions avoided (Scope 4), and why it shouldn’t be ignored even if it is notoriously hard to measure
3. Key insights about the industries and sub-sectors best-positioned yet often overlooked for the new decarbonisation economy
Speaker
Raj Shant
Client Portfolio Manager, Jennison Associates
.jpg)
Raj Shant joined Jennison Associates in 2019 as Client Portfolio Manager. Prior to Jennison, Raj spent 17 years with Newton Investment Management, where he was a global equity portfolio manager and portfolio specialist. Previously, he spent five years with Credit Suisse Asset Management, most recently as head of European equities. He began his career in investment banking before moving to become an investment analyst and portfolio manager. Raj earned a BA with honors in economics and management from Leeds University.
Representatives
Yvo van der Pol
Vice President, Head of Benelux and Nordics
%20(2)%20(1).jpg)
Yvo van der Pol is a vice president for PGIM Investments, where as head of Benelux and Nordic accounts he is responsible for intermediary distribution development with clients in the region. Yvo develops and manages client relationships with banks, wealth managers, family offices, and insurance companies through which PGIM’s investment strategies are distributed. Before joining the firm, Yvo spent nearly 10 years as an executive director at Goldman Sachs Asset Management, responsible for the wholesale channel in the Benelux, including banks, wealth managers, and family offices.
Georgina Poole
Director, Senior Account Manager
.jpg)
As a senior account manager for PGIM Investments, Georgina is responsible for strategic sales assistance and relationship management with Benelux-based financial intermediaries.
Prior to joining PGIM Investments in 2016, Georgina held two positions at BlackRock, Inc. as a retail sales assistant and relationship manager, and as an institutional account management service associate. Preceding BlackRock, she worked at Goldman Sachs International as a client valuations and collateral management analyst, covering fixed income and over-the-counter derivatives products.
Investing sustainably in Asia - China vs India
Stewart Investors has been investing in Asia since 1988. As a long-term, bottom-up manager, we invest in a selection of quality companies. To do this, we are looking for high-quality companies with strong fundamentals that are able to deal well with market changes and prove to be resilient in volatile times. Asia is one of the most dynamic regions in the world. Using case studies, we will explain why selective stock picking is particularly important in the two most populous countries in the region.
The aim of this workshop is to share our views on China and India, using portfolio company examples.
Company Profile: Founded in 1988, Stewart Investors run Worldwide, Emerging Markets, Asia-Pacific, European and Indian Subcontinent equity investment strategies. Pioneers of sustainable investing, the team launched their first sustainability fund in 2005, and to this day sustainability remains integral to their investment process. They believe companies that deliver benefits to society and the environment face fewer risks over the long term and are therefore better placed to deliver positive returns to shareholders. Their investment philosophy centres around the principle of good stewardship - careful, considered and responsible management of clients’ funds - with sustainability at the heart of this process. Every member of the investment team is a sustainability analyst in their own right, and are sworn to a strict code of conduct known as the Hippocratic Oath. By signing, they pledge to uphold the principle of stewardship through their conduct, and commit to always act in the interests of clients and society.
Speaker
Chris McGoldrick
Senior Investment Analyst
Chris joined Stewart Investors in September 2013. Previously, Chris worked for a London-based investment bank where he was a research sales specialist in Asian equities. Before that he worked as an analyst at Baillie Gifford and Edinburgh Fund Managers. Chris has an MSc in Finance and a First Class Honours degree from the University of Edinburgh.
Representatives
Marc Bishop
Sales Director
Marc joined First Sentier Investors, of which Stewart Investors is part of, in March 2001 and is Sales Director responsible for Europe, and UK Third Party Clients. Marc previously spent 9 years with the Save & Prosper Group and then JP Morgan Fleming and was previously Director of Key Accounts. He was responsible for the distribution of funds to key accounts, and relationships with Retail Fund Consultants. He joined the Save & Prosper group as Business Development Manager in 1992 prior to the integration with Flemings.