Devan will outline the prevailing factors determining the fate of Emerging Markets into 2024 and beyond, arguing that emerging market central banks and corporates alike have greater policy flexibility and look set to benefit from relatively better balance sheet discipline in recent years than their developed market counterparts. A resurgence in global capex towards electrification and nearshoring also look favourable. He will outline abrdn’s longstanding, well-resourced expertise in Emerging Market equities, as well as our focus on proprietary research to unearth quality businesses. Devan will also introduce abrdn’s Emerging Market SDG Equity fund and its pioneering investment framework which seeks to identify and invest in companies positively aligned with the UN’s Sustainable Development Goals (SDGs) as part of abrdn’s impactful Article 9 SICAV fund range.

Workshop Objective: To summarise key drivers of EM equities’ destiny in 2024 and beyond, outlining abrdn’s focus on long-term quality businesses and our most impactful equities strategy aligned with the UN SDGs  

Company Profile: abrdn has a 200-year history and € 428.4 billion* billion in AUM for clients across 80 countries. 

We have more than 700 investment professionals from portfolio managers, analysts, product, risk and trading specialists in over 30 locations worldwide. Our expertise spans all key asset classes, public and alternatives and active and passive approaches.

We provide investment strategies to deliver long-term value for clients. Where we believe we can influence or gain insight, we actively engage with the companies we invest in to drive environmental, social and governance (ESG) progress as a means to build resilience for our portfolios and the planet.

* All data facts and figures at 30 June 2023

The traditional bull case for Emerging Markets emphasized the allure of its demographic tables, its unrivalled ability to provide skilled labor to the globalized world at cost, and its ample supply of natural resources. Amidst fracturing supply chains and a tense geopolitical backdrop, however, EM companies are flexing novel strengths. With post-pandemic policy evolution
and bolstered capital commitments paying off, many EM corporations have become local and global ES G leaders. A holistic view of these dynamic opportunities combined with an integrated ES G research and portfolio construction approach can provide investors with a differentiated way to access this asset class.

Workshop Objective: Introduction of one of the “ESG Originals” available on ABN AMRO Investment Solutions’ platform. Boston Common has a 20-year history of investing in Emerging Markets equities through the lens of ESG. We will review
their holistic, integrated proprietary ESG approach to investing in Emerging Markets equities, and the lessons learned.

Company Profile: Pioneer in multi-asset management for 25 years, ABN AMRO Investment Solutions is the asset management company of the ABN AMRO Bank. With ESG commitment at the heart of its business model, ABN AMRO Investment Solutions offers all its clients exclusive strategies in Europe that combine performance and responsible investment. With €19.9 billion of assets under management (as of 30/06/23) and a range of 40 strategies covering all asset classes and geographical areas, the company is a pure player in open architecture.
Its offer combines a selection of external funds and sub-advisory funds, notably through exclusive partnerships. ABN AMRO Investment Solutions thus provides the European market with unique access to “ESG Originals”, asset managers that have responsible investment in their DNA.
With approximately 90 employees, ABN AMRO Investment Solutions has offices
in France, the Netherlands and Germany.

The last few years have reinforced how uncertain the world, and investment returns across and within asset classes, can be. Whatever the macro backdrop, we believe that the most consistent source of value creation for business owners, and thus equity investors, is sustainable cash generation. Jane Bleeg, co-Portfolio Manager of AB’s European Value portfolios, will explain our investment approach, based on thinking like business owners focused on sustainable cash generation, combined with deep fundamental analysis and quantitative overlay. 

Workshop Objective: Long-term value creation based on selecting stocks with sustainable cash flow generation trading at attractive valuations.

Company Profile: AllianceBernstein is a leading investment-management firm with $676 billion in client assets under management, as of 31 March 2023. With a unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies, we aim to deliver differentiated insights and distinctive solutions to advance investors’ success. Across our global network, we’re fully invested in delivering better outcomes for our worldwide clients, including institutional, high-net-worth and retail investors. By embracing innovation, we seek to address increasingly complex investing challenges and opportunities. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

Climate transition investing acknowledges the urgent need to mitigate climate change and support the global shift towards a more sustainable and decarbonized future. Discover the four reasons why now is the time to consider investing in a climate transition strategy:
•    Mitigate Risks & Capture Opportunities
•    Future-Proof Your Investments
•    Regulatory Compliance
•    Long-Term Value Creation
Our speakers will discuss Allspring’s approach to climate transition investing and the opportunities within global high yield fixed income sectors.

Workshop Objective: Discover the four reasons why now is the time to consider investing in a climate transition strategy and our approach to opportunities in investment grade and high yield fixed income sectors.

Company Profile: Allspring Global Investments™ is an independent asset management firm with more than $547 billion in assets under advisement*, over 20 offices globally, and investment teams supported by more than 460 investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit www.allspringglobal.com.
 *As of June 30, 2023. Figures include discretionary and non-discretionary assets.
This information is not a Marketing Communication and is provided for informational purposes only. For professional/qualified clients. Recipients who do not wish to be treated as professional should notify their Allspring contact immediately. 
Allspring Global Investments™ (Allspring) is the trade name for the asset management companies of Allspring Global Investments Holdings, LLC (Allspring Holdings), a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These companies include, but are not limited to, Allspring Global Investments (UK) Limited (Allspring UK), an investment management company authorised and regulated by the UK Financial Conduct Authority, and Allspring Global Investments Luxembourg S.A. (Allspring Luxembourg), authorised and regulated by the Commission de Surveillance du Secteur Financier. Allspring Luxembourg has branches in Frankfurt, Paris and Milan and is allowed to provide services on a cross-border basis in the EEA. Allspring UK does not provide services to retail clients, the Financial Services and Markets Act 2000 rules for retail clients will not apply and the United Kingdom Financial Services Compensation Scheme is not available. 
THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION. 
Past performance is not a guarantee or reliable indicator of future results. All investments contain risk. Unless otherwise stated, Allspring is the source of all data (which is current or as of the date stated); content is provided for informational purposes only with no representation regarding its adequacy, accuracy or completeness; views, opinions, assumptions or estimates are not necessarily that of Allspring or Allspring Holdings and are subject to change without notice; and information does not contain investment advice, an investment recommendation or investment research, as defined under local regulations.

Global markets have reacted to the regime shift from quantitative easing towards quantitative tightening. Furthermore, rising interest rates and persistent inflation may be changing the opportunity set across global equities. Join Amundi, as John Peckham, Senior Vice President, Portfolio Manager, presents a comprehensive assessment of the current market scenario and where opportunities lie in global equities, despite these new challenges and realities.
Topics included are as follows: 
-An overview of the current macro environment and global market themes to watch 
-Implications and challenges facing today's equity investors
-Opportunities in global equities

Workshop Objective: “All weather”, core, portfolio that integrates top-down investment themes with bottom-up fundamental analysis that can adapt to shifting market conditions, seeking high quality stocks with sustainable competitive advantages trading at attractive valuations

Company Profile: Amundi, the leading European asset manager, ranking among the top 10 global players , offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €1.95 trillion of assets .

With its six international investment hubs , financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi clients benefit from the expertise and advice of 5,400 employees in 35 countries. 

Amundi, a trusted partner, working every day in the interest of its clients and society

Investing in emerging markets debt provides investors with a variety of investment options; from countries with strong institutional pillars to ones which are establishing them for future generations. Emerging markets debt (EMD) has historically provided investors with low beta and correlation to US Treasuries and the S&P 500, thereby providing an opportunity for diversification. Emerging markets debt can be accessed through a variety of investment vehicles, some that mimic common benchmarks. Deconstructing a benchmark’s risk factors can help investors understand some of the added risks they assume and can be leveraged by investment managers to identify attractive opportunities that are less correlated and possibly out of benchmark, thereby providing more well-rounded portfolio.

Workshop Objective: We will dive into emerging markets debt benchmark construction, explore embedded non-EM risks, and uncover the best relative value specifically in what we call the ‘tail end’ of emerging markets.

Company Profile: Artisan Partners was founded in 1994 with the objective of producing high value added and differentiated investment outcomes for institutional investors, through identifying, attracting and retaining high caliber talent in long term asset classes. We provide the resources of a full-scale, global firm paired with the independence of a boutique to each of our autonomous investment teams, who have the freedom to execute its own process based on its original research and creative perspectives. While our teams differ across market capitalizations, geographical regions, investment styles and product offerings, they are all highly incentivized to deliver long-term value for our clients.

Active fixed income is gaining popularity in the ETF market due to potentially attractive yields and macro uncertainty. AXA IM is expanding its ETF offer by launching the AXA IM Euro Credit PAB UCITS ETF (ticker AIPE), the first of its kind in the market.

Workshop Objective: Join our AXA IM session to understand why this unique ETF provides exposure to Euro-denominated corporate bonds while aiming to maintain a decarbonisation strategy aligned to the goals of the Paris Agreement. 

Company Profile: AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €823 billion in assets as at the end of March 2023. 

AXA IM's new ETF investment capabilities offer easy access to an integrated model based on existing portfolio management and research teams, with an attractive fee schedule and innovative and proven expertise in key areas including sustainable equity, credit and technology. At end of May 2023, AIM IM’s ETF range manages more than $1.1bn. 

The company employs over 2,460 employees around the world, operates out of 23 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management. 

Growth investing is difficult, but it works very well if you buy and hold the biggest long term stock market winners.
This is difficult to do because it requires us to ignore the short-term preoccupations of our industry.
What matters is not if inflation goes down or unemployment goes up. It is innovation and entrepreneurship that drives growth and creates exceptional companies.
These exceptional companies have four characteristics that allow them to thrive in uncertain times and become the big winners that drive portfolio returns.

Workshop Objective:
1. To convince attendees that exceptional growth companies are good long-term investments regardless of short-term market or economic concerns.
2. To inspire the attendees to be optimistic.
3.  To persuade the attendees that Baillie Gifford’s thoughtful and patient approach is the right one to find the big winners that drive returns.

Company Profile: Baillie Gifford, headquartered in Edinburgh, Scotland, was established in 1908. Today we are a leading independent investment management firm with €267bn (as at 31 March 2023) in assets under management on behalf of a worldwide client base. We are an independent, privately owned, unlimited liability partnership with a culture underpinned by an enviable record of stability. Our single focus is on providing outstanding investment returns and service for our clients.  As an active, long-term investor with a growth bias, we construct portfolios based on our fundamental analysis and proprietary research. We have an established European client base in specialist global and regional equities, fixed income and multi-asset portfolios.

The global population will reach 9 billion in 2035, China and India are adding 40% to global energy consumption by raising per-capita energy use, and CO2 emissions for energy are trending back towards the all-time high we saw in 2019. Today, we are clearly at a climate tipping point. A number of global policy responses are setting new targets and expenditure plans to collaborate across regions and transition the Global Energy System. Edward Lees will be discussing the 29 trillion market opportunity across environmental solutions and the promising forward-looking investment universe we have available.

Workshop Objective: Understand the 3 Ds and why we believe the energy transition is an important theme for investors to consider as part of their long-term allocation.

Company Profile: BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable returns for its clients, based on a sustainability-driven approach. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Assets, Multi-Assets and Systematic & Quantitative Investments (SQI), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.
Sustainability is core to BNPP AM’s strategy and investment philosophy. Among the leaders in thematic investment in Europe1, BNPP AM intends to contribute to the energy transition, environmental sustainability and the promotion of equality and inclusive growth globally. BNPP AM currently manages EUR 529 billion of assets (EUR 659 billion of assets under management and advisory) and benefits from the expertise of more than 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.
Source: BNPP AM, as at 30 June 2023
1 Source: 2nd in Europe for active sustainable thematic strategies, according to an analysis made by BNP Paribas Asset Management based on Morningstar data as at 31/12/2022.

As interest rate hiking cycles around the world move toward their peak, we could be at an inflection point for credit markets. Income represents a way to absorb potential volatility, but we believe a diversified approach is warranted in what remains a challenging environment. Capital Group Multi Sector Income (MSI) Fund (Lux) aims to generate attractive and reliable income by investing in both high-quality and higher-yielding credit sectors, and the portfolio managers have flexibility to adapt the asset allocation as conditions change. The fund size is USD 305m as per end of July 2023.

Workshop Objective: Get to know Capital Group’s new fixed income fund that combines the power of four income sectors. The workshop’s objective is to show why an investment in a well-diversified multi sector income is advantageous compared to investing in the underlying asset classes individually. 

Company Profile: Capital Group is one of the world’s oldest and largest asset managers with more than US$ 2.4 trillion in AuM in equity, fixed income and multi-asset investment strategies (as at 30 June 2023). Founded in 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. Capital Group has an integrated global research network of more than 450 investment professionals and its portfolio managers have an average of 27 years of investment experience. 

We explore the investment potential of generative AI, a disruptive technology that is redefining the digital landscape. We'll look at how the major tech giants - Microsoft, Adobe, Meta, Salesforce and Alphabet - are harnessing generative AI to transform their offerings and the impact these developments could have on Apple. We'll briefly touch on how generative AI can transform the video game industry and Nvidia's role in powering generative AI.

Workshop Objectives: Enable participants to capitalise on the generative AI boom by investing in the technology sector

Company Profile: DNB Asset Management is one of the leading asset managers in the Nordic region offering a wide range of investment strategies from equity and bond funds to thematic funds focusing on technology, the environment, healthcare and the financial sector. DNB Asset Management has been at the forefront of responsible investment, building on a long tradition of investing in the Nordic region since 1967.

From niche to mainstream, the green bonds are now core in security issuance and asset management. How to take advantage of this wide spectrum of investment opportunities? 
Matteo Merlin will review this market, from the traditional bond investor perspective to the responsible investor standpoint.
At the cutting edge of ESG, Eurizon Capital was the first to launch a green bond fund in Italy. Thanks to our cautious approach, all funds remained in their SFDR categories. The green bond strategies are article 9. 

Workshop Objective: In the fast-changing environment of green bonds, this workshop is an essential milestone for all investors in these strategies. From short term tactical positioning to long term investment views, a comprehensive review of the ins and outs of green bond investing.

Company Profile: Eurizon Capital SGR is a prominent international player in the asset management industry offering a wide range of actively managed products. Eurizon is part of the Intesa Sanpaolo Group. For 37 years, Eurizon has continually innovated to grow and expand its business. Eurizon adopts a diversified investment approach, with a highly accomplished capability for Euro and EM Fixed Income, Equity and Multi-Asset. Eurizon integrates SRI principles and ESG criteria in the investment process. Managing about 180 sustainable and responsible sub-funds classified as SFDR Art. 8 and Art. 9.

The ASEAN region represents a unique set of diverse and relatively lesser-known Asian markets that have healthy long-term growth trajectory. Madeleine Kuang has managed Fidelity Funds ASEAN Fund since 2018 with a consistent investment philosophy that focuses on opportunities across three buckets: core compounders, future leaders and mispriced stocks across the length and breadth of the ASEAN markets. The portfolio of 80-120 stocks offers broad exposure to the ASEAN region and its long-term growth themes such as a strong demographics, a growing middle class and a diversification of global supply chains. Madeleine has delivered a strong outperformance over her tenure driven consistently by a strong stock selection. Fidelity ASEAN represents a core building-block for long-term exposure to an attractive region made up of both developed and emerging markets.

Workshop Objective: Understand the structural drivers for allocating to ASEAN such as diversification of global supply chains, favourable long-term demographics and expanding middle class and why Fidelity ASEAN represents a core building-block.

Company Profile: Fidelity International offers investment solutions & services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $735.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Bearish? Bullish?  Uncertainty seems high on the S&P 500 as there seems to be just as many data points to support either market view. Already up ~15% in 2023, investors face the rest of 2023, while then entering into the 2024 presidential election. Interest rates, inflation, valuations and recession risks seem to be coexisting with an AI-driven productivity boom, a potential bottom in Earning Per Share and a view that the worst is behind us. Interest Rates may appear to be peaking/have peaked. Long term investors should be wary that a 15% correction seems equally as likely as a 15% rally from here. Can an investor have their cake and eat it too? First Trust will unveil their solution to investors seeking upside participation in the market while aiming to provide a level of downside protection.

Workshop Objective:
Communicating First Trust’s economic forecast
Understanding the mechanics of target outcome ETFs
Highlight CBOE Vest Strategy’s potential downside protection and upside participation
Introduce First Trust’s suite of Target Outcome UCITS ETFs

Company Profile: First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. 
 
Today First Trust is one of the fastest growing global ETF providers and as at the end of August 2023 has $202.774 Billion global assets under management and supervision.

Our successful Value-Event-Investment-Process and the Countercyclical Asset-Allocation led to 8bn USD AUMs. The combination of "value" investment with positive events keeps fundamental risks low and market risks limited. Our objective is to generate returns similar to global equity markets but with a continuity that allows investors to sleep well in all phases of the market. Details on our new GANÉ Global Equity Fund and of the investment process will be shared.

Workshop Objective: Based on strong returns and low volatility our ACATIS Value Event Fonds (by GANÉ) reached >7bn EUR AUMs. We are ready to present the next step in the development of GANÉ: The UCITS equity fund  GANÉ Global Equity Fund.   

Company Profile: GANÉ is an owner-operated and independent investment group based in Germany - founded in 2007 by J. Henrik Muhle and Dr. Uwe Rathausky. We are an event-oriented value investor. We invest in winners. It means that we invest in strong companies with sustainable business models, solid balance sheets and high margins, which allows them to create added value for their shareholders. The successful Value-Event-Investment-Process and the Countercyclical Asset-Allocation led to the the award for “"Fund Manager of the Year 2019" in Germany, and to ca. 8 bn USD AUMs.

In the past 12 months, in the context of a broader global equities rally, listed infrastructure underperformed as a likely result of long-term sovereign yields remaining elevated.  
Giuseppe Corona will review the performance of the asset class over the past year, walk through the key drivers for the change in sentiment and key considerations for the short-medium term, including how the recent correction and relative weakness in the asset class is presenting an attractive valuation opportunity.
He will also discuss how the HSBC Global Infrastructure Equity Fund has performed in the last 12 months and demonstrate his team’s investment process at work through examples of key holdings. 
Finally, he will highlight the long-term structural themes that represent secular tailwinds driving the need for investments in infrastructure.

Workshop Objective:  
-Understanding the key drivers of the recent underperformance of listed infrastructure vs broader global equities and whether this has created an attractive valuation entry point for long-term investors.
-Learning about HSBC Asset Management Listed Infrastructure Equity Team’s investment process through examples of key holdings
-Discussing the long-term structural themes that represent secular tailwinds driving the need for investments in infrastructure

Company Profile: HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 30 June 2023, HSBC Asset Management managed assets totalling US$651bn on behalf of its clients. For more information see http://www.global.assetmanagement.hsbc.com/
HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.

An introduction to our actively managed US Environmental Leaders Equity strategy. Building on Impax’s 25-year legacy of investing in sustainable markets, the US Environmental Leaders strategy invests in companies well positioned to benefit from the transition to a more sustainable economy. Through a rigorous bottom-up, patient, high conviction approach, the strategy allocates to companies that are best positioned to capitalize on the many secular growth opportunities arising from environmental and resource challenges. We will discuss the US regulatory environment and policy tailwinds such as the US Inflation Reduction Act (IRA) and how the strategy identifies its investible universe to find opportunities supporting the transition. In addition to the IRA, other recent legislation such as the Infrastructure Investment & Jobs Act and the CHIPS & Science Act are further accelerating the secular drivers of environmental markets which underpin this strategy. 

Workshop Objective: How the US Environmental Leaders Strategies identifies its investible universe and how it finds the winners in this transition to a more sustainable US economy

Company Profile: Impax is a specialist asset manager 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 strong risk-adjusted returns over the medium to long term. 

Investment grade corporate bonds is a core asset class, providing income from a pool of high quality borrowers.  After several years of ultra low yields, euro corporate bonds have become investible again with yields now much more appealing.  But with deposit rates and government bond yields also elevated, the question is now whether euro corporate bonds are worth the extra credit and duration risk.  Lewis will provide a market and fund update and highlight where the team sees value.  

Workshop Objective: Euro corporate bonds face competition from attractive yields offered for deposit accounts and government bond markets.
Are euro corporate bonds worth the extra risk?  
Which parts of the euro corporate bond market are going to generate the best performance?

Company Profile: Invesco is one of the world’s leading independent global investment firms with AUM of
$1,487.6 billion (as of May 31, 2023), solely focused on investment management. With over 8,500 employees worldwide as of March 2023, the firm directs all of its
intellectual capital, global strength and operational stability toward helping investors achieve their long-term financial objectives. Invesco provides a wide range of
investment strategies (spanning all major equity, fixed income, asset allocation and alternative asset classes) to retail and institutional clients around the world. On the
ground in more than 25 countries, the company is listed on the New York Stock Exchange under the symbol "IVZ".

A convergence of policy, macro and market factors were responsible for the historic fixed income volatility in 2022-23. Going forward, what are the most attractive fixed income opportunities, sectors and themes? And what portfolio construction techniques should be deployed to harness the full risk-adjusted return potential of the asset class. 

Workshop Objective: To demonstrate the key characteristics and drivers of the Multi-Sector fixed income, our approach to analysing the sector and themes and the opportunities in 2023.

Emerging markets have a far more diverse country universe than developed markets. With a wide variety of levels in economic development, political systems, natural resource endowments and industrial compositions, investors in these markets need to have an edge to succeed. We believe that taking a country-driven approach creates opportunities by utilising a disciplined and differentiated investment process.   

Workshop Objective: Delegates will be able to understand how emerging markets can go right or wrong at a country level and why building the portfolio from top down is the best approach for EM.

Company profile: J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From our offices in London, Singapore, New York, Boston, Philadelphia, Dublin, Paris and Munich, we manage £21.7 billion of assets across a range of global and regional equity strategies. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.

Amadeo Alentorn, lead investment manager, Jupiter Systematic Equities, will address the problem investors face in finding diversification when markets are dependent on difficult-to-predict macro events. He will explain how an investment process can be designed to deliver across varied market environments, and how a long-short market neutral equity approach can avoid exposure to the direction of the market. He will discuss how to avoid the dangers of style bias and the pitfalls of an inflexible investment style wedded to just one style, such as value or growth. He will share insights from his team’s recent research and give his analysis of the current market environment for global equities. 

Workshop Objective: How different asset classes are correlated, and the effect of this on diversification. How market neutral investment works in practice. The importance of investment styles, such as value and growth.  

Company Profile: Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £51.4bn /$65.3bn /€59.9bn as at 30/06/2023.

Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

We believe investors can allocate capital to listed equity to shape a more sustainable and efficient healthcare.
We have identified three focus areas that are central to health and quality of life and can be targeted via sustainable investments:
Increasing Healthcare costs: many companies are focusing on innovative treatments for chronic diseases that have the capacity of improving health & well-being while reducing healthcare costs
Increasing disease burden for society: plenty disruptive technologies and ground-breaking innovations (mRNA, cell and gene therapies, artificial intelligence, data sciences, etc.) have seen/established a proof of concept during the past decade and will be given the chance now to exploit their full potential to treat serious disabling and terminal diseases.
Increasing pressure on healthcare systems: we are confronted regularly with images of glaring weaknesses in the global health system. Shortage of live-saving drugs, exhausted healthcare workers and continuously increasing costs. However, both state healthcare systems as well as the private sector are responding with innovative solutions.

Workshop Objective: Delegates gain insights how leveraging sustainable investments in listed healthcare equities helps to alleviate healthcare cost burdens, mitigates disease impacts, and fosters innovation-driven healthcare system enhancements.

Company Profile: Kieger AG is a solid and experienced independent asset manager which designs solutions for caring, purposeful investors dedicated to creating a sustainable future.
At Kieger, our ambition is to help you make a positive difference for future generations through excellence in the management of your assets. Sustainability is central to everything we do. It is a primary decision-making criterion for investment, never an afterthought.
With more than 20 years of experience in helping investors address complex situations, we know what it means to serve clients who place a premium on the service and attention received. The thoroughness and sharpness of our research is recognised by clients across all of our investment specialties: Healthcare, Private Equity and Multi Asset.
Kieger AG is based in Zurich, Switzerland and has a subsidiary in Luxembourg. The company is regulated by the FINMA (Swiss Financial Market Supervisory Authority) in Switzerland, and the investment funds it is managing are domiciled in Luxembourg and regulated by the CSSF (Commission de Surveillance du Sécteur Financier).

ChatGPT has become an unavoidable topic of conversation in 2023, offering a glimpse of artificial intelligence (AI) capabilities many believed was decades away. Generative AI has countless possible applications, including helping malware creators circumvent existing cyber defences.
Quantum computing is another potentially transformative technology with huge implications for digital security. Harnessing a quantum computer to break industry-standard encryption – the keystone of the digital economy – remains a theoretical threat for now, but as ChatGPT has shown technological progress isn’t always drip-fed.
In this unpredictable and fast-moving landscape, existing cyber defences may not be enough. Instead, cyber security providers capable of innovating at speed could hold the key to protecting the digital economy.
We will explore the biggest threats to the digital economy and the most promising potential solutions, before examining how investors can target the next generation of cyber security innovators.

Workshop Objective: The workshop aims to provide attendees with an overview of today's cybersecurity, focusing on the rising threats and emerging sectors of the cybersecurity industry.

Company Profile: We are Legal & General Investment Management (LGIM), the asset
management business of Legal & General Group. Our purpose is to
create a better future through responsible investing. We strive to
achieve this through a strong sense of partnership with our clients,
working together to achieve positive long-term outcomes.
We draw on industry-leading expertise to innovate constantly across
public and private assets, index and active strategies. And we are a
responsible investor, rising to the challenges of a rapidly changing
world. On behalf of savers, retirees and institutions worldwide, we
manage £1.2 trillion in assets.*
*Source: LGIM internal data as at 31 December 2022. The AUM
disclosed aggregates the assets managed by LGIM in the UK, LGIMA in
the US and LGIM Asia in Hong Kong (2018-2019 only). The AUM
includes the value of securities and derivatives positions.

The GF Sustainable Future US Growth Fund (SFDR Article 9) uses the Sustainable Future investment process to invest in a broad range of companies based on the fund manager’s view of their long term return prospects and exposure to our growth themes.

Workshop Objective: To explain how the Fund’s investment process uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future.

Company Profile: Liontrust is a specialist asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.

changing industries, disrupting profit pools and creating investment opportunities worth trillions of dollars. Yet, traditional better-in-class approaches to ESG investing are often limited to using historic data and vague corporate sustainability targets. So how can investors best prepare portfolios to benefit from this once in a lifetime opportunity?
In this workshop Didier Rabattu, CIO Equities, will showcase a scientifically-backed, forward-looking approach to investment that seeks to uncover those companies primed to benefit from the transition to a more sustainable world. Using industry roadmaps and case studies from our future electrification, new food systems and circular economy funds, Didier will reveal the risks and opportunities that are likely to impact portfolios now and over the coming decades.

Workshop Objective: Understand the risks and opportunities created by the transition to a circular, lean, inclusive and clean economy that can potentially drive significant portfolio returns now and in the future.

Company Profile: At Lombard Odier Investment Managers, we are rethinkers with one goal in mind. To provide our clients with outstanding investment solutions that meet their needs for the long term and evolve to thrive in the challenging world in which we all live. 
We are focused investment specialists, seeking out investment opportunities that lie on less trodden paths, where our diverse and talented team can add genuine, persistent, value to our clients. We constantly rethink what we know and do, innovating to create new strategies and develop new ways of investing. 

We believe that the next economic revolution has already begun and that sustainability will be a major driver of returns for the foreseeable future and beyond. For those with the skills to adapt to this new reality, sustainability will create new sources of alpha, open up new investment opportunities and lead to enhanced return and reduced portfolio risk.

Our team of sustainability experts combine sophisticated data sources, academic rigour and technical innovation to create leading-edge, science-based tools that provide unique insights that are available to all our investment professionals. 
These unique insights are reflected directly in our growing range of dedicated sustainable investment strategies that are aligned to this core belief - That our economic model must move from being Wasteful, Idle, Lopsided and Dirty to become Circular, Lean, Inclusive and Clean. We call this The CLICTM Economy.

With more than 182 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of 70.1 billion CHF (as at 31 December 2021).

In the current macro-economic environment investors and companies are faced with a catch-22 situation of balancing lower growth with higher costs. In this session, we peer behind the curtain into what this means for private credit, the routes it can offer to generate real returns, and why access is no longer an exclusive, members only, locked-up allocation club. 

Workshop Objective: Sourcing stable, uncorrelated returns is rare, particularly in downturns. We demonstrate how M&G’s Corporate Credit Opportunities ELTIF can be used as a value creation tool for navigating changing macroeconomic backdrops.

Company Profile:  M&G Investments is a global asset manager with a long history of investing and innovating in public and private markets. We offer access to a range of expertise, including fixed income, equities, multi-asset, real estate, infrastructure and private equity. As an active asset manager, we develop solutions based on our clients' needs, whether for growth or income, to meet future commitments, to preserve wealth or for sustainable investments. Globally, we manage over € 342 billion (31.12.2022) for private and institutional investors.

Investors are presented with several significant tailwinds, decarbonisation, energy security and global investment, all of which are driving investment and investor interest into the infrastructure asset class. 

Macquarie's Global Listed Infrastructure team believes infrastructure is well placed to benefit from these tailwinds, offering an opportunity for capital growth, income higher than global equities, inflation-linked cash flows, diversification, and the ability to impact future generations through supporting the worlds’ ability to meet its Net Zero targets.

Focus on:
•    Exploring mega trends that are driving investment in infrastructure. 
•    Discussing the asset classes attractive characteristics, and the opportunities presented in listed assets.
•    Understanding how Macquarie invests in Listed Infrastructure including how it: 
o    Defines infrastructure,  
o    Utilises its 400+ strong network of infrastructure experts. 
o    Identifies attractive assets and builds portfolios.

Workshop Objective: Hear from one of the world’s largest infrastructure managers about the key trends and the opportunities in listed infrastructure assets
Discuss how investors are using listed infrastructure in portfolios

Company Profile: Macquarie Asset Management (MAM) is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage approximately €536 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, real estate, agriculture & natural assets, and asset finance.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs more than 20,500 people in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 31 March 2023. For more information, please visit Macquarie.com

Why take a sustainable approach to investing in emerging markets equities? Ninety One portfolio manager Juliana Hansveden says it’s simply the best way to generate returns and manage risks in the asset class. Through a sustainable lens, Juliana believes investors can align portfolios with powerful structural transformations in emerging markets with the potential to drive growth and profits for select businesses.

These structural trends are arising as emerging societies strive to give all of their people access to better financial services, healthcare, education, transport and housing – and to do so via sustainable economic models fit for a net-zero, digital world. However, because sustainability disclosure and regulation are at an earlier stage in emerging markets, it’s not always easy to identify the companies likely to benefit. Juliana will explain how she believes an investment strategy should be structured to capture the EM sustainability opportunity.

Workshop Objective: Understand why taking a sustainable approach to investing in emerging equities is essential for investment success. 

Company Profile: Investing for a world of change. Ninety One is an active, global investment manager managing €147.1 billion in assets (as at 31.03.23). Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.

Established in South Africa in 1991, as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.

We are committed to developing specialist investment teams organically. Our heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to our clients - institutions, advisors and individual investors around the world. 

The presentation will introduce an innovative and “contrarian” view on climate investing, drawing on NAM’s pioneering expertise in climate investing developed over more than 15 years. The presenters will use NAM’s latest Global Climate Engagement strategy as a case study to discuss how high-emitting sectors, overlooked by the market and ESG momentum yet essential to the green transition and low carbon economy, represent an attractive investment opportunity and a powerful tool for real-world decarbonisation. The presentation will draw upon real life stock cases to exemplify how NAM’s structured engagement approach is core to the philosophy of the strategy and a clear complement to its disciplined fundamental analysis. 

Workshop Objective: Delegates will get insights into the latest thinking around climate investing; they will understand how to assess and capture the financial benefits of decarbonization.

Company Profile: Nordea Asset Management (NAM), a leading European Asset Manager with AUM of 241bn EUR* is part of the Nordea Group, the largest financial services group in the Nordic region (AuM 363bn EUR*).

NAM is dedicated to delivering returns with responsibility. Having entered the ESG space over 30 years ago with the launch of our first sector screened fund, responsible investment is deeply rooted in our Nordic DNA. In 2007 we became an early signatory of Principles for Responsible Investment. As an ESG pioneer and market leader we established an award-winning RI Team in 2009—now one of the largest in Europe. We currently offer a broad suite of RI solutions to investors of all types across the globe. 

NAM’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. Our solutions cover all asset classes from fixed income and equity to multi asset solutions.

We service a wide range of international clients, including many leading pensions and global wealth managers, and distribute our products through banks, asset managers, independent financial advisors, insurance companies and family offices.

After a decade of lacklustre yields, high yield bonds emerge with compelling income and capital appreciation potential.  With strong issuer quality and modest duration, high yield is perfectly placed to weather continued interest rate volatility and toughening economic conditions.  Oaktree’s High Yield Bond strategy, founded in 1995, utilises fundamental credit selection to access this attractive reward, bringing multi-cycle investing experience and a proven record of default avoidance.  

The bond market entered a transitional period throughout 2022, which reset yields at the highest levels for a decade with bonds looking alluring again. However, recent market volatility reminds investors of the importance to balance higher-yielding assets and higher-quality assets, which perform differently in varying growth environments, to help weather the challenges of changing markets.

In this presentation, PIMCO will explore the key macro-themes and considerations at this stage of the cycle, discuss the opportunity set across the fixed income spectrum, and introduce our flagship fund, the PIMCO GIS Income Fund and give an overview of our income solutions.

Workshop Objective: 
•    Explore the current macro-environment, valuations and opportunities across the fixed income spectrum.
•    How the suite of PIMCO income funds can be utilized in portfolios to balance opportunity with resiliency.

Company Profile: PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, drawing upon our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. PIMCO is owned by Allianz S.E., a leading global diversified financial services provider.

Azhar Hussain, Head of Global Credit, looks at the opportunities in high quality short
dated high yield and why now represents an attractive entry point for high yield
investors.

Workshop Objective: Understanding the opportunities in the current market for short dated high yield.

Company Profile: Royal London Asset Management is one of the UK’s leading investment companies,
having built a strong reputation as an innovative manager, investing across all major asset classes. Royal London Asset Management manages over $194.4 billion of
assets as of 30 June 2023, split between equities, fixed interest, multi asset investing,
property and cash, with a market leading capability in sustainable investing. Products
include funds and segregated accounts investing in government bonds, investment
grade, high yield and unrated credit, equity income and equity growth across global
developed markets, as well as UK property and cash and short-term money market
instruments.

Using the example of two UCITS Funds (both Art. 9 SFDR) the workshop will explore the potential of impact investing in public debt markets. The presentation will cover the unique characteristics of public debt markets and how BlueOrchard leverages them to generate positive social and environmental impact alongside attractive financial returns. Attendees will gain insights into BlueOrchard's investment process, which integrates impact considerations at every stage of the investment cycle. The presentation will also introduce BlueOrchard's proprietary B.Impact framework, which provides a comprehensive approach to measuring and managing impact across all investments in our public debt funds. The presentation is designed for investors interested in exploring the potential of impact investing in public debt markets. We encourage you to join us and discover how you can make a difference while generating financial returns.

Workshop Objective: The workshop aims to introduce impact investing in public debt markets, highlighting BlueOrchard's investment process and proprietary B.Impact framework.

Company Profile: Schroders is a global investment manager with €846.1 billion assets under management (as at 30 June 2023), offering innovative products and solutions across four core business areas; asset management, solutions, Schroders Capital (private assets) and wealth management. 
Schroders aims to provide excellent investment performance through active management. We also channel capital into sustainable and durable businesses to accelerate positive change in the world. 

BlueOrchard, member of the Schroders Group, is a pioneering global impact investor dedicated to generating lasting positive impact for communities and the environment, while aiming to provide attractive returns. BlueOrchard was founded in 2001, by initiative of the UN, as the first commercial manager of microfinance debt investments worldwide. Today, the firm offers impact investment solutions across asset classes and is an expert in innovative blended finance. To date, BlueOrchard has invested over USD 10 billion across more than 105 countries. 

A key topic on investors’ agenda is how to inject diversification in their existing portfolios while returning stable and recurring performance over the medium term. The THEAM Cross Asset High Focus Fund aims at generating uncorrelated returns to traditional investments by gaining exposure to a focused and high conviction selection of liquid alternative strategies diversified across asset classes and well-established investment styles (momentum, carry, relative value). Through the selection (based on both qualitative assessment and quantitative indicators) and allocation, the strategy has an interesting positioning to potentially navigate both quiet and severe market conditions. Since inception the fund has been able to deliver +18,70% p.a. 2023 YTD the fund has delivered a performance of 7% and current AUM stand at €1bn.

Workshop Objectives: We will explore the following questions: Which investment styles make sense in a multi-strategy solution? How to achieve high enough diversification without spreading exposures too thin? Is there a right balance between simplicity and performance?

THEAM Quant is the generic name given to a broad range of Quantitative Investment Solutions designed by BNP Paribas Global Markets and mostly implemented in funds managed by BNP Paribas Asset Management. BNP Paribas’ diverse business model is composed of 2 core areas: Retail Banking & Services (comprising Retail Banking and Services and International Financial Services), and Corporate & Institutional Banking (BNP CIB). Global Markets is part of BNP CIB and corresponds to capital markets activities, delivering cross asset solutions and industry leading services to institutional and corporate clients, private banks and retail distribution networks.

Listed infrastructure operating companies allow investors to access the growth associated with three multi-decade megatrends shaping the future of our world, namely the transition to sustainable energy, the acceleration in digitisation driven in part by AI, and the infrastructure needed by an increasingly wealthy emerging market middle-class population.

In our workshop, we will discuss our approach towards exploiting investment opportunities linked to these megatrends through our high-conviction, bottom-up stock picking process. 

We will dive into how our use of proprietary data analysis tools gives us better insights, how our approach allows for higher conviction around our valuation models, and how ESG helps us to generate alpha and mitigate physical asset-risk.

Workshop Objective: Delegates will takeaway an understanding of the power of data and ESG analysis when assessing the opportunities in Listed Infrastructure.

Company Profile: Van Lanschot Kempen Investment Management NV is part of the Van Lanschot Kempen group, with its roots dating back to 1737. We are active managers who bring free thinking, resolve and originality to investment decisions. This helps us to reach hard-to-access asset classes that are often missed by our competitors. 
As responsible stewards of investors capital, we place considerable focus on active engagement with the aim of unlocking value in a sustainable way. We focus on guiding investors through the transition to a sustainable economy, particularly in relation to the key themes of energy, food and materials transition.

Van Lanschot Kempen Investment Management NV is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets.  As of 30 June 2023, Van Lanschot Kempen Investment Management had a total of €94.0 billion in client assets.