Speakers
Kristofer Dreiman
Johannes Jögi
Erik Lundkvist
Presentations
Workshops
Why use a systematic approach for sustainable Global and EM equities.
Overview of Acadian
The case for systematic investing
Live demo of our stock selection model
Presentation of our UCITS range
Workshop Objectives:
Highlighting the benefits of systematic investing for alpha generation across equity markets. Introducing Acadian capabilities and growing UCITS funds range.
Company Profile:
Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for 36 years.
Acadian has a long history and deep experience with Responsible Investing. We are leaders in sustainable solutions and were the first systematic manager to become a signatory of the Principles for Responsible Investing (PRI) in 2009.
Our competitive edge derives from our experienced team and disciplined approach. We analyze large volumes of data which allows us to apply fundamental insights in a highly systematic and objective way while remaining adaptive to changing market environments.
As of March 31, 2024, we manage €110bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies.
Speakers
Chris Covington, CFA
Senior Vice President, Portfolio Manager
Chris joined Acadian in 2023 and is a Portfolio Manager on the Equity Team. Before joining Acadian, Chris served as a founding partner, head of investments, and portfolio manager at AJOVista LLC. Prior to that he was a principal and portfolio manager at High Vista Strategies. Throughout his career, Chris has directed investment processes and provided portfolio management oversight to Developed and Emerging Market systematic equity strategies. He is also a regular conference speaker and has received numerous media mentions in the WSJ and P&I. Chris earned an M.S. in Investment Management from Boston University, and a B.A. in mathematical economics from Colorado College. He is a CFA charter holder.
Representatives
William Power
Vice President, Director, Business Development
William joined Acadian Asset Management (U.K.) Limited in 2017 and is the Director of Business Development in the Nordics and Netherlands. Prior to joining Acadian, he was an investment banking associate in Numis Securities, and also previously worked with the institutional business development team at Neptune Investment Management and in prime brokerage at Deutsche Bank. He earned a B.Sc. in physiological sciences from University of Newcastle upon Tyne. Will holds both the CFA U.K.’s Investment Management Certificate (IMC) and Capital Markets Certification (CMC).
Elizabeth Whitaker
Business Development Specialist
Elizabeth joined Acadian Asset Management (U.K.) Limited in 2022 and is a business development specialist focusing on Nordic and Netherlands business development and consultant relations efforts. Prior to joining Acadian, she worked at Isio as an assistant investment consultant. She holds an M.Sc. in biomedical sciences (Hons) from University of Southampton.
Global Equities: Long-term trends and where to find pockets of opportunity
With global equity markets selling off sharply in the first few days of August, investor sentiment quickly shifted from exuberance to apprehension. At such times of stress in the markets, it’s important to take a step back, focus on company fundamentals, and keep a long-term view.
Workshop Objective:
In this presentation, equity investment director Richard Carlyle, will cover global equities, the long-term trends we see on the horizon and how the Capital Group New Perspective Fund (LUX) captures opportunities within the asset class.
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 479 investment professionals and portfolio managers have an average of 28 years of investment experience.
Speakers
Richard Carlyle
Equity Investment Director
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Richard Carlyle is an equity investment director and portfolio strategy manager at Capital Group. He has 42 years of investment industry experience and has been with Capital Group for 18 years. Prior to joining Capital, he was head of equities for Henderson Investors. Before that, he was a fund manager for Morgan Grenfell Asset Management, a pension fund manager for British Petroleum, and an analyst for Equity & Law Life Assurance Society. He holds a bachelor’s degree in economics with honors from Leicester University. Richard is based in London.
Representatives
Jaap Kraan
Relationship Manager
As Relationship Manager at Capital Group, Jaap covers the Netherlands and Nordics. He has 20 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Jaap was responsible for covering the Nordics at NN Investment Partners. Before that, he was in investment banking/brokerage-related roles at various firms and was a senior portfolio manager at APG Asset Management. Jaap is based in Amsterdam.
Adinda Brouwer
Business Development Associate
Adinda Brouwer is a business development associate at Capital Group. She has four years of industry experience and joined Capital Group in 2023. Prior to joining Capital, Adinda worked as an associate in structured finance at ING. She holds a master's degree in finance and investments from Erasmus University Rotterdam and a bachelor's degree in international business administration from Vrije Universiteit Amsterdam. She also holds the Chartered Financial Analyst® designation. Adinda is based in Amsterdam.
Investing in the US Sweet Spot
The BL American Small & Mid Caps fund focuses on the “Sweet Spot”
of the US market, by investing in faster growing, high-quality and predominantly mid-cap companies. The fund targets high-return businesses that are able to protect their returns against competition, where growth is driven from reinvestment of their cash flows at high rates of return and therefore compound value over time. At the same time, the fund uses an in-house valuation model to avoid overpaying and manages risk further, next to the high-quality approach, by combining consistent earners with higher growth stocks. Leading to historical very attractive risk-adjusted returns.
Workshop Objectives: Remind investors why it is so important to invest in smaller cap companies (especially mid-caps) and how to take advantage of the "Sweet Spot" of the US market in every market environment.
Company Profile: La Française
Drawing on Crédit Mutuel Alliance Fédérale’s broad range of asset-management expertise, La Française AM Finance Services is the single distribution platform of the group. Our multi-specialist architecture allows our managers to focus fully on their area of expertise, with a total of 173 Bn AUM.
BLI - Banque de Luxembourg Investments is an asset manager member of Crédit Mutuel Alliance Fédérale.
Over the years, BLI has acquired a recognised experience in asset management, mainly in international asset allocation through three main classes: equities, bonds and multi-asset strategies. BLI designs investment solutions that make sense: active management, patience, quality, risk sensitivity, ESG responsibility. BLI manages a range of more than 35 investment funds with total assets under management of € 13.20 billion as at 31/05/2024.
Speakers
Henrik Blohm
Fund manager BL American Small & Mid Caps
Henrik Blohm joined BLI - Banque de Luxembourg Investments in 2014. He is responsible for US small and mid-cap investments and launched the BL American Small & Mid Caps fund in November 2015. Following a two-year bank internship at a German bank in Luxembourg, Henrik started his professional career as a fund manager at BCEE Asset Management in 2010. He holds a business studies degree from the University of Innsbruck and the San Diego State University, with a specialisation in Banking and Finance.
Representatives
Gianni Pauwels
Sales Manager Netherlands
Gianni has 16 years of experience in the asset management industry beginning in 2008 with BNP Paribas and thereafter with Nagelmackers in Brussels. In 2020, he joined La Française as Sales Manager. Gianni holds a Master’s degree in Applied Economics from UHasselt.
Covered Bonds – better safe than sorry! Duration at a good price
What is the fund about?
o Active relative value based management to create alpha in this inefficient and complex market
o An asset class that aims to meet the highest standards of safety
o Managed by a specialised and experienced investment team with a proven and strong track record
Why now?
o Valuations are such that, in yield terms, covered bonds offer the same or more than AAA/AA corporate bonds without collateral, an anomaly that is very rarely observed
o This is marking a potentially attractive entry point to the asset class for investors searching for high credit quality asset at good price in an otherwise tight spread environment for corporate investment grade and government bond universe
o In case of a recession scenario investors will not suffer losses: covered bonds have never defaulted in over 200 years of history.
Why us?
o Stable team (more than 15y) – 40bn AUM
o Excellent track record
o Three portfolios with tailored duration and spread risks to best answer investors’ needs
Workshop Objectives: Explain the different scenario’s in case of a steepening of the curve and the solutions in terms of yield & return expectations / risk (fear of recession) vs. govies and corporate bonds.
Company Profile: Nordea Asset Management (NAM, AuM 259bn EUR*), is part of the Nordea Group, the largest financial services group in the Nordic region (AuM 391bn EUR*). NAM offers European and global investors exposure to a broad set of investment funds. We serve a wide range of clients and distributors which include banks, asset managers, independent financial advisors and insurance companies.
Nordea Asset Management has a presence in Bonn, Brussels, Copenhagen, Frankfurt, Helsinki, Lisbon, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Santiago de Chile, Singapore, Stockholm, Vienna and Zurich. Nordea's local presence goes hand in hand with the objective of being accessible and offering the best service to clients.
Nordea’s success is based on a sustainable and unique multi-boutique approach that combines the expertise of specialised internal boutiques with exclusive external competences allowing us to deliver alpha in a stable way for the benefit of our clients. NAM solutions cover all asset classes from fixed income and equity to multi asset solutions, and manage local and European as well as US, global and emerging market products.
*Source: Nordea Investment Funds, S.A., 31.03.2024
Speakers
Henrik Stille
Portfolio Manager
Henrik is the current Portfolio Manager of the Nordea 1 – European Covered Bond Fund. He has been managing the Nordea 1 – Danish Mortgage Bond Fund since 2008 and has been working in Nordea’s Danish Fixed Income Team since 2005. Henrik began his career as assistant Portfolio Manager after he successfully passed his studies at University of Lund, Sweden. He holds a MSc in Economics and Business Administration and participated in Nordea’s 2 year graduate program. After working as Assistant Portfolio Manager and completing the Graduate program he took over the responsibility as a Portfolio Manager in the Danish Fixed Income Team in 2007.
Representatives
Filip Spitaels
Head of Distribution Belgium & The Netherlands
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Mr. Spitaels joined Nordea Asset Management in February 2020 to further develop the Belgian & Dutch distribution activities. Filip has more than 20 years of experience in asset management and third party distribution in the Benelux. He previously held positions at Invesco, OYSTER Funds, DWS Investments and ING IM. Filip holds a degree in Business Management (option languages) at the School of Economics in Ghent.
David Benmussa
Regional Head of France & Benelux, Executive Director
Benmussa brings over 20 years of Asset Management experience with him. Before joining the NAM team, he spent 10 years at Amundi Asset Management as Head of External Distribution France & Monaco within its Distribution & Wealth division. Prior to that, he was Head of iShares France at Blackrock. He has also held positions at Schroders and Edmond de Rothschild Assurances. David holds two Master’s degrees from the University Paris IX-Dauphine.