In today’s volatile world, investors are searching for stability. With persistent downside risks from tariffs, geopolitics and economic uncertainty, the demand for resilient yield and reliable income is growing.

Our Global Credit fund manager will explain how accessing high quality ultra short dated credit can be a compelling alternative to cash – offering liquidity, price stability and enhanced yield. Over the past 28 years, 1-3yr Global credit has delivered positive returns in 25 calendar years, delivering a far superior risk-adjusted return versus the broader all-maturity index.

At Aberdeen, we take a global approach to short-dated credit, seeking high-quality IG issuers across developed and emerging markets, including Asia. To further enhance yield, we selectively add global high-yield names and lower-rated IG bonds – all within a tightly risk-managed framework.

The result? A low-volatility, yield-enhancing ‘step out of cash’ alternative that combines stability, access and global diversification.

Workshop Objectives: Setting the macro environment in context for short-dated fixed income

Understanding the attractive risk-adjusted returns from short dated credit historically.

How can ultra-short dated credit be used as a step out of cash solution

Understand how Aberdeen’ outcome focused approach differ from peers

Company profile: Aberdeen Investments
Our spirit is our strength
A global specialist asset manager
For over a century, we’ve carried our Scottish spirit with us in everything we do.
Our sense of adventure has taken us to new markets. Our courage to invest, when others haven’t, has unlocked global opportunities. Our resilience through challenging markets has formed the foundation of our long-term strategy.
And now, our confidence allows us to harness our knowledge and focus on our core strengths so we can keep delivering for our clients.
Managing €429.7bn in assets for our clients*
On behalf of individuals, intermediary and institutional clients across 80 countries.*
Specialist knowledge
Deep understanding of the asset classes and geographies we invest in.
Global reach
Experts on the ground in more than 25 locations. We deliver local insights at a global scale.*
Strong relationships
Deliver exceptional client service to nurture strong relationships.
*All data, facts and figures are as of 31 March 2025.

Flexible, global balanced fund managed by Johannes Hesche and Tobias Engl. The fund aims to achieve a performance similar to that of equities with significantly lower volatility than the stock market. This objective is achieved through a combination of two successful investment styles: value investing and event orientation combined with diversification. Fund AuM size: €6,349.3 million. Euro (June 30, 2025).
 
With a performance of +9.9% (share class A) and volatility of just 3.5%, the ACATIS Value Event Fund ended 2024 on a convincing note. The fund thus continued its long-standing success story. 

Workshop Objectives: Tobias Engl and Johannes Hesche, the portfolio manager, will discuss investment style, market opportunities, and special situations, and specifically show how these can be implemented in the ACATIS Value Event Fund.

Company Profile: In 1994, ACATIS imported value investing from the United States to Germany and established it as an investment style. Inspired by Berkshire Hathaway and Warren Buffett, Dr. Hendrik Leber is often referred to as the “German Warren Buffett.” Value investing is based on the assumption that capital markets are inefficient and uses fundamental analysis to identify undervalued companies. ACATIS has developed this approach and now calls it “Buffett 2.0.” This approach takes into account not only fundamentals, but also the sustainability of business models. ACATIS currently manages a range of funds including equity funds, diversified

Is it finally time to explore growth opportunities in European equities? In this interactive session, portfolio manager and Chief Investment Officer Thorsten Winkelmann invites you to discuss his investment strategy that seeks to benefit from the compounding power of owning shares in structurally growing, high-quality companies over the long term. Thorsten will explain how his team looks for visibility in companies’ long-term earnings and cash flow growth, supported by sustainable competitive advantages and high barriers to entry. The presentation will highlight a focused and disciplined approach to investing in high-quality companies for long-term growth.

Workshop Objectives: Delegates will hear about growth opportunities in European companies.  They will learn how this team find and invest in structurally growing, high quality companies, a process honed over many years.

Company Profile: AllianceBernstein is a leading investment-management firm with $803 billion in client assets under management, as of 30 June 2025. 2025. 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.

This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more.   More opportunistic. More diversified.  More consistent.  This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles. 

We'll also show why it’s the ideal time to revisit flexible fixed income strategies.  Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.  We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.” 

Workshop Objectives: 
1.    Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques. 
2.    Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products. 
3.    Evaluate the current market environment and economic factors influencing various fixed income sectors.

Company Profile: Allspring Global Investments™ is an independent asset management firm with more than $600 billion in assets under advisement*, over 20 offices globally, and investment teams supported by 390+ 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 March 31, 2025. Figures include discretionary and non-discretionary assets.

We will explore the advantages and risks of a long volatility strategy as diversifying and enhancing component in multi-asset portfolios – using the Assenagon Alpha Volatility fund as a case in point.

The fund has demonstrated a clear counter-movement to traditional multi-asset allocations components during historical market crises. In periods of severe market dislocation, it has consistently delivered strong positive returns – for example, a peak gain of over 40% during the Covid-19 crisis.

The strategy is UCITS-compliant, manages more than €1 billion in assets, and has been run by the same experienced team since December 2012.

Workshop Objectives: We will explore the advantages and risks of a long volatility strategy as diversifying and enhancing component in multi-asset portfolios. 

Company Profile: Assenagon is one of the fastest growing, independent asset managers in Europe. The company specialises in the active management of capital market risks, and the provision of investment solutions for institutional investors and distribution partners. In particular, fund management focuses on the need of capital investors to generate income within clearly risk budgets. 
Since its foundation in 2007, investors have entrusted of around EUR 72 billion to the company's management. 
Ever since its inception, Assenagon has become synonymous with successful process and product innovation based on strong mathematical and analytical foundations. A powerful technical infrastructure sets industry standards and enables cost effective and efficient investments. Operating across four locations Assenagon offers its clients access to all key financial markets worldwide. 

 

This workshop presents BIT Capital’s approach to investing in tech equities. Since 2019, our flagship fund, the BIT Global Technology Leaders, has delivered net returns of more than 35% p.a. through high-conviction stock picking based on deep fundamental analysis, enhanced by proprietary data-driven analytics. 

The BIT investment process combines traditional and alternative datasets to identify disruptive companies early - often before they reach the broader market’s radar. While the “Magnificent 7” at times are part of the portfolio, the majority of outperformance stems from lesser-known innovators with strong KPIs and compelling market positions. 

The workshop will also examine how BIT Capital managed to maintain high conviction in core portfolio companies in 2025, while optimizing downside -without sacrificing upside capture.

Workshop Objectives: Provide insights into BIT Capital’s fundamental, data-enhanced investment process and show how it allows us to maintain high-conviction through volatility while balancing downside protection with upside capture.

Company Profile: BIT Capital is an owner-managed, independent asset manager specialising in technology equity funds. With a boutique focus on the entire spectrum of the technology sector, the BIT Capital investment approach is grounded in a superior understanding of technological innovation by means of a serial tech-entrepreneur CIO and investment team of industry specialists and data engineers. BIT Capital is committed to identify tomorrow’s technology winners today and enable its investors to benefit from the mass market viability of established technologies as well as the high growth potential of emerging technologies such as AI and their adoption leaps.

 

By combining the power of big data, data science, and deep human expertise to modernize the way we invest, systematic investing is unlocking new ways to seek consistent portfolio outcomes amidst a world of unpredictability.

The Systematic Global Equity Absolute Return Fund is an equity market-neutral strategy designed to deliver positive absolute returns across geographies, market capitalizations, and investment horizons. Using a low-beta approach, it aims to generate differentiated performance relative to traditional equity markets.
The fund spans 23 developed markets, with exposure to both large-cap and small-cap. It employs AI tools that utilise advanced machine learning and large language models to uncover differentiated alpha opportunities globally. Additionally, it earns a return on cash holdings, enhancing overall performance. Launched in 2014, the fund is managed by BlackRock’s Systematic Active Equity team—pioneers in systematic active investing. 

Workshop Objectives: Explore how BlackRock’s Systematic Global Equity Absolute Return Fund applies AI-driven, market-neutral strategies to deliver differentiated alpha across geographies, capitalizations, and horizons, while enhancing performance through cash return.

Company Profile: BlackRock is a global asset manager and technology provider, supporting millions of people in building long-term financial security through investing. Founded in 1988 with eight people in a single room who shared a determination to put clients’ needs and interests first. Our founders believed they could manage assets in a way that was better for their clients by utilizing their passion for understanding and managing risk. This is the way the firm continues to be managed today. With over 100 offices in more than 38 locations, BlackRock combines global scale with local expertise to deliver better outcomes for our clients.

Nordic markets offer a rare combination of economic stability, strong public finances, and innovation. DNB Asset Management provides investors with access to transparent fixed income and equity strategies focused on long-term, sustainable growth.

Workshop Objectives: Showcase Nordic market resilience and sustainable investment opportunities in bonds and equities.

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.

Global fixed income markets provide access to diverse investment opportunities. Given varying economic conditions worldwide, investors can generate attractive risk-adjusted returns by investing selectively in global credit, currency and interest rate markets. Join us as we share our global fixed income market insights and discuss why we believe it’s crucial to adopt a flexible investment approach. We’ll also explain where we are identifying global fixed income opportunities and how we integrate macroeconomic factors into our bottom-up research process. Our distinctive approach allows us to assess opportunities within the broader global fixed income market while staying focused on the underlying fundamentals and valuation of each investment.

Workshop Objectives: We will discuss:
• Why it’s important to have a flexible approach
• Where we’re finding global fixed income opportunities;
• How to incorporate macroeconomic factors into a bottom-up process

Company Profile: At Dodge & Cox, we focus on what matters most—helping people realize their investment goals by mastering the complexity of investing. From our founding in San Francisco in 1930, we’ve become one of the world’s largest independently owned investment firms. We pour our energy and intellect into pursuing investment excellence for our clients.

Japan’s equity story is entering a new chapter. The early gains—such as ROE improvements via buybacks and enhanced shareholder returns—are now largely priced in. The next phase will be driven by earnings growth through strategic portfolio restructuring, a more complex but necessary step. Rising awareness of capital efficiency among management, combined with mounting pressure from shareholders and activists, is fueling a wave of divestment, privatization, merger, and consolidation aimed at improving ROIC. Japanese corporates are embracing this unprecedented challenge. As inefficiencies are addressed, the overlooked mid-cap space could see a strong resurgence.

Workshop Objectives: A crash course on changing Japanese equity story

Company Profile: Eurizon is a leading player in the European Asset Management space, of widespread international presence. Eurizon Capital SGR is the Asset Management Division Company of the Intesa Sanpaolo Group. In Europe, Eurizon controls Eurizon Capital S.A. which develops growth in foreign markets and the Eastern Europe hub. In the UK, with Eurizon SLJ Capital LTD, a joint venture providing investment and advisory services with a focus on Chinese and emerging market debt, currency management and macroeconomic research. Eurizon operates through its commercial branches in Spain, France, Germany, and a commercial office in Switzerland.

Asia ex-Japan comprises four main countries: China, Korea, Taiwan and India. China and Korea have been laggards over the last decade. China, because of its deteriorating relationship with the West and more recently from weak consumer sentiment resulting from the deflation of its property bubble. Korea, because of poor corporate governance. Both these countries, for the first time in years, have begun to outperform in 2025. What does this mean for contrarian investors, such as us? Where are the opportunities in Asia now following the recent outperformance of previous laggards? Join us to discuss where we see the opportunities going forward.

Workshop Objectives:

Explore the next chapter for Asian markets, considering where growth and value may emerge – and how our unconstrained approach helps uncover overlooked opportunities.

Company Profile: 

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objectives: We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1.    Systematic Approach: Benefits of our proven, rule-based method.
2.    Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
3.    Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
4.    Preparing for Declines: Tools for managing market downturns.
5.    Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

Andrei and James have managed the strategy for years with a focus on downside protection very successfully, outperforming the index and peers with first decile rankings over most standard periods. While many peers tend to prefer a currency-approach, investing only in EUR-denominated corporate bonds, we prefer a European domicile-approach, additionally investing in USD and GBP bonds (all hedged back to EUR). This approach does not only increase our universe but also provides yield pick-up and is a better reflection of European risk. The majority of the long-term alpha is being driven by credit selection and allocation, keeping duration levels very close to our index.

Workshop Objectives: Discover how our strategy differs from competitors and how the team was able to generate compelling risk-adjusted returns since tenure, navigating several crises. Also, we will discuss why it makes sense to add to the asset class in the current environment.

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 $670 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Dr Uwe Rathausky and Henrik Muhle were crowned Fund Managers of the Year 2024 and the first team to win the prestigious award for the second time since 2019. The team will explain how the successful and unique value event investment philosophy is applied in the global balanced fund GANÉ Value Event Fund and the global equity fund GANÉ Global Equity Fund.

Workshop Objectives: Dr Uwe Rathausky and Henrik Muhle have developed the value event investment philosophy and implemented it very successfully over many years. The individual components and success factors of the investment approach will be explained in detail and the special features of the approach will be highlighted. The objective of the presentation is to provide an understanding of the consistent and proven working methods of Dr Uwe Rathausky and Henrik Muhle. Specific investment examples and deep insights into the engine room can be expected.

Company Profile: GANÉ Investment-AG is a fund management company based in Germany. 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 two founders, Dr Uwe Rathausky and Henrik Muhle are the fund managers of the year 2024 and 2019 in Germany.

In this macro landscape, leveraging exponentially growing data and Large-Language-Models (LLMs) seems to be top of mind globally. The technological application of AI receives a lot of attention with the potential to transform industries, society, and the world. As a quantitative, data-driven manager with a proven track record of over 35 years, we believe data and technology can be major differentiators in helping inform better investment decisions. However, we emphasize the importance of robust guardrails and human oversight, alongside a comprehensive understanding of the risks and a balanced approach when implementing the latest technologies.

Workshop Objectives: The headline highlights how leveraging data and AI can give investors a competitive edge by enabling faster analysis, better predictions, and more informed quantitative investment strategies

Discover a new way to access private markets with the Evergreen ELTIF. In this workshop, you will explore how this structure enables private investors to access institutional-quality investments and breaks down the traditional barriers to entry for the asset class.
You will also learn about the importance of dynamic asset allocation, access to multiple top-tier managers and diversified exposure when investing in private markets.
Find out how incorporating an Evergreen ELTIF solution can benefit modern portfolios and enable private investors to achieve their goals.

Workshop Objectives: Explore how Evergreen ELTIF transforms private markets access for private investors - delivering institutional-quality investments, flexibility, and simple portfolio integration

Company Profile: Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 34 years, the firm currently employs approximately 750 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has approximately $986 billion in assets under management and
supervision, composed of nearly $141 billion in discretionary assets and more than $845 billion in non-discretionary assets, as of June 30, 2025. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. 

For over a decade, Impax Asset Management has successfully navigated the global high yield credit space, guided by the belief that inefficiencies in the market present compelling opportunities for disciplined investors. Our approach focuses on identifying undervalued credits with attractive spreads while maintaining a strong emphasis on managing default risk.
In this workshop, we’ll share insights into our rigorous credit selection process, highlighting how we uncover hidden value and mitigate potential losses. Attendees will gain a deeper understanding of how our strategy combines active research, risk management, and market expertise to deliver consistent results.
Join us to explore how Impax’s distinctive approach to high yield investing can offer resilience and opportunity in today’s dynamic credit environment.

Workshop Objectives: We’ll show how Impax Global High Yield identifies mispriced credit opportunities and builds a diversified, unconstrained portfolio focused on attractive relative value opportunities and disciplined risk management.

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

This session introduces the Invesco Enhanced Equity UCITS ETF range, a new addition of global and regional/country exposure to Invesco’s active ETF range. Built on over 40 years of experience in factor investing, the strategy applies a systematic, rules-based approach to stock selection and portfolio construction. It targets long-term outperformance of global equity markets by combining Value, Quality, and Momentum factors, while maintaining index-like characteristics. Designed for investors seeking enhanced returns in a scalable and transparent ETF format, this strategy aims to bridge the gap between traditional indexing and active management and allows investors access to sophisticated multi-factor strategies which have been in use by some of the world’s largest institutional investors. Join us to explore how systematic investing can deliver consistent alpha in a diversified equity portfolio.

Workshop Objectives: 

Explore how Invesco’s multi-factor ETFs can deliver alpha through a combination of proprietary factor definitions and a smart and thoughtful portfolio construction process.

Company Profile:

Invesco is one of the world’s leading independent global investment firms with global AUM of US$2 trillion (as of July 31, 2025), solely focused on investment management. With over 8,500 employees worldwide (as of July 2025), 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 20 countries, the company is listed on the New York Stock Exchange under the symbol "IVZ".

The higher yield and defensive income profile of floating rate investments like CLOs has attracted asset allocators looking to improve portfolio diversification.

Looking at European AAA CLOs versus Euro IG credit, investor can access better yield, better credit quality and compelling relative value.

Although there has never been a default of an A - AAA CLO in Europe, every CLO is unique. This is why the expertise of an active manager is so important. Active management can help to significantly reduce volatility and maximum drawdowns – resulting in maximisation of the income per unit of risk without leaving yield on the table.

Janus Henderson has a broad expertise managing 27.7Bn$ in active CLOs ETF and more than 59Bn$ in securitised assets.

Workshop Objectives:

Learn about the securitised debt market with focus on Collateralised Loan Obligations (CLOs), their characteristics and current opportunity set, and why an active approach to the sector is key.

Company Profile: 

Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

We are investors – that is what we do. But it is how we do it that sets us apart. We draw on more than 90 years’ experience of insight-led investing that allows our world-class teams to form independent perspectives.

Our global reach and expertise allow us to continuously innovate as we partner together with clients and bring our whole firm to deliver solutions, invest on behalf of millions of people, and fulfil our purpose of investing in a brighter future together

Since last year, a handful of U.S. stocks has driven global equity returns and left investors more exposed to concentration risk. Emerging markets offer a different mix: more reasonable valuations, currency trends that support local growth, and critical links in the global technology supply chain. This discussion will review where risk may already be reflected in prices—and where growth prospects appear more durable. 

Workshop Objectives: 

• Explore how dollar cycles impact emerging markets equities, and why a weaker dollar tends to support emerging markets performance.
• Discuss Brazil’s potential for stimulus and what it could mean for broader emerging markets sentiment.
• Understand emerging markets equities as a hedge against US growth stocks, and how to spot mispricing in markets like South Africa and Mexico.

Company Profile: 

Founded in 1993, J O Hambro Capital Management is an independently managed, active investment boutique managing assets for clients worldwide across a range of global and regional equity strategies from our offices in London, Boston, New York, Philadelphia, Singapore, Prague, Dublin, Paris and Frankurt.

Our success has been founded on recruiting experienced fund managers with proven long-term investment pedigrees and robust investment processes. With no house view, no investment committee and no chief investment officer, our fund manager-led teams – all dedicated to a single strategy – enjoy independence of thought and full autonomy, with the unfettered freedom to exercise their well-recognised stock picking skills free from the bureaucratic distractions of larger investment houses.

And they deploy those skills with one primary objective in mind: to exceed our clients’ expectations.

• Assets under management: £17.0bn

• Investment strategies: 17

• Investment professionals: 32

This session introduces Jupiter’s new European Equity team, previously GAM’s longstanding team, renowned for delivering attractive risk-adjusted returns through a flexible, style-agnostic approach to active investing. The manager will provide an in-depth overview of the team’s investment process, highlighting how rigorous fundamental research, insights from a specialist expert network, and a disciplined, risk-focused approach to portfolio construction underpin their strategy. The discussion will also explore the key secular growth opportunities currently being targeted, offering insight into how these themes are shaping long-term performance potential. Attendees will gain a clear understanding of the team’s philosophy, their distinctive approach to generating value for clients, and are welcomed to ask questions around portfolio positioning and the team’s proven track record.

Workshop Objectives: 

Explore Jupiter’s distinctive, flexible, and focused approach to active European equity investing. Understand the secular growth opportunities the team are pursing to seek superior, long-term risk-adjusted returns for clients.

Company Profile: 

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.

Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

This workshop presents Kopernik’s philosophy, process, and portfolio positioning. It includes thought provoking examples of how the firm’s portfolio offers an antidote to a highly correlated world.  

Workshop Objectives:

Discuss Kopernik’s unique approach to global equity value investing and where the opportunities lie today.

Company Profile:

Kopernik Global Investors, LLC, was launched by David Iben on July 1, 2013 and operates out of Tampa, Florida. The firm provides investment management services for investment funds, institutions and separate accounts. Kopernik is a client-centric, 100% employee owned firm and many employees are invested in the firm’s strategies. The investment philosophy is that markets are inherently inefficient and significant alpha may be gained on a global basis via independent thought and rigorous research. Kopernik believes that only through bottom-up fundamental analysis may a thorough, forward-looking understanding of a company’s business and valuation be gained. Kopernik views value as a prerequisite, not philosophy and views itself as owners of businesses. 

A volatile political and geopolitical landscape is likely to be a permanent fixture of global dynamics going forward, bringing uncertainty to the future paths of interest rates. In this environment, fixed income investing has become more complex than ever, making unconstrained bond strategies potentially appealing to investors looking for a one-stop solution, or diversification from more traditional fixed income funds.

Workshop Objectives:

We will cover:

• How the management team adapts to fast changing market environments
• How much credit and interest rate risk they believe are relevant at different points in the economic cycle
• Current positioning and outlook for the strategy

Company Profile: 

L&G’s asset management division combines deep expertise in asset management and origination with global distribution capabilities to deliver positive outcomes for our clients, which include individual savers, pension scheme members and global institutions, investing alongside L&G’s own balance sheet. As a global investor, we are present where our clients need us – from Hong Kong and Singapore, to major European financial hubs, to Chicago.  

We provide investment solutions across the full spectrum of asset classes. In fixed income, we have a capability set designed to perform in any market environment, with an extensive range encompassing active unconstrained, EMD, HY and index strategies. In the ETF space we are known as pioneers in thematic funds, while also innovating with our commodities range.

Our division is underpinned by our enduring commitment to responsible investment, dedicated to creating long-term, sustainable value for our clients and partners.

 

This presentation provides investors with detailed insights into the Cashflow Solution investment process and the unique principles that drives its success. It explains the philosophy that underpins the decision-making, the disciplined stock selection methodology and the key indicators behind the fund’s dynamic style positioning. The presentation will illustrate how the investment process has successfully managed periods of market volatility and shifts in investment styles, while continuing to deliver consistent alpha for investors.  

Workshop Objectives: We will introduce the Liontrust Cashflow Solution investment process. We will highlight some of the key characteristics behind this truly differentiated and highly active approach to investing in European equities.

Company Profile: Liontrust is a specialist active asset manager with a clear approach to investment, values and culture. The company was established in 1995, listed on the London Stock Exchange in 1999, headquartered in London and has offices in Edinburgh and Luxembourg. Liontrust has seven investment teams managing UK, European, global and emerging market equity funds, sustainable investment funds, global fixed income funds and multi-asset funds and portfolios. Each of the seven investment teams is focused on:

•    Active management
•    A distinct and robust investment process
•    High-conviction  
•    Long-term investing
•    Engagement with investee companies and clients
Liontrust offers only those areas of investment where it has expertise and each investment team has its own distinct, rigorous and repeatable process. 

As global investors look beyond US-dominated stock markets, Asian equities present a distinctive diversification opportunity. This region, home to the world’s largest population, is rapidly maturing and offers a spectrum of investment options—from developed to emerging economies, and from multinational global leaders to local enterprises in high-growth demographics. With 34 years of experience in Asian markets, Dave Perrett stands out as one of the region’s most seasoned equity investors, consistently delivering top-decile performance. In this session, he will share timely insights and highlight compelling opportunities currently available in Asia.

Workshop Objectives:

To provide investors with an understanding of the investment opportunities that exist in the Asian Equity market and how to capture them.

Company Profile:

M&G Investments has been investing for private and institutional clients for over 90 years. Our principles of long-term investing, responsible asset management and active fund management have always formed the basis of our approach.

We consider it our responsibility to strive for long-term, sustainable returns in line with our clients' investment and asset accumulation goals. We find that investors are increasingly striving to align their investments with their environmental and social values. With a whole range of funds, we help to meet this need.

With investor interest in EM equities on the rise, the question is how best to capture the opportunity. These markets are inefficient, characterised by low analyst coverage, fragmented governance and liquidity gaps - all of which create opportunities for skilled stock-pickers.

Drawing on over 30 years of emerging market expertise, Ninety One uses its distinctive 4Factor approach to turn these inefficiencies into opportunities. Archie Hart, Portfolio Manager at Ninety One, will discuss how his team’s active, core, style-agnostic approach is designed to navigate this landscape, uncover opportunities, and deliver long-term returns beyond what broad market exposure alone can offer.

Workshop Objectives: 

To demonstrate how and active, core, style-agnostic approach is designed to navigate emerging market equity investing, uncovering opportunities, and delivering long-term returns beyond what broad market exposure alone can offer.

Company Profile: 

Investing for a world of change.

Ninety One is an active, global investment manager managing EUR 156.3 billion in assets (as at 31.03.25). 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. 

With deposit yields falling and inflation still present, low-risk investors face a clear challenge: how to activate their cash without compromising on safety. 

In this session, we explore how dynamic allocation within Europe’s highest quality bond segments — covered bonds and government debt — can offer a compelling solution. These asset classes provide structural safety, liquidity, and regulatory support, creating a resilient foundation for generating the low-risk returns clients need. We demonstrate how our Nordea 1 – Active Rates Opportunities Fund tactically navigates jurisdictions, curve segments, and relative value dislocations to deliver alpha. This is a strategy focused on making the most of quality — capturing opportunity where others see only safety.

Workshop Objectives: 

Show how Nordea’s active allocation across European covered and government bonds has consistently outperformed cash rates — while staying firmly anchored in high-quality, low-risk fixed income.

Company Profile: 

Nordea Asset Management (NAM), part of the Nordea Group—the largest financial services group in the Nordics—provides European and global investors access to a broad range of investment funds. Clients include banks, asset managers, financial advisors, and insurance companies.
NAM maintains offices in Bonn, Brussels, Copenhagen, Frankfurt, Helsinki, Lisbon, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Santiago de Chile, Singapore, Stockholm, and Zurich. This local presence supports the goal of accessibility and high-quality client service.

Nordea’s success is built on a sustainable multi-boutique approach, combining internal expertise with select external partners to deliver stable alpha. Solutions span all asset classes and markets.
As an ESG pioneer, NAM offers award-winning responsible investment solutions to investors globally.

CLOs offer unique access to stable, high-quality income. Join Portfolio Strategist Loren Sageser to explore why the team behind the PGIM Global AAA CLO Fund believes emphasizing opportunities in the CLO market’s highest-quality tranche can deliver rewards that far outweigh related risks. With higher yields than comparably rated bonds, AAA CLOs boast a history of standout stability and attractive risk-adjusted returns.

Gain insight into the CLO market. Learn about AAA CLOs and how strategically allocating to them can enhance fixed income diversification and contribute to portfolio resilience. Discover why there is also a strong tactical case to be made amid current conditions thanks to attributes such as floating rate coupons and strong structural protections.

Workshop Objectives:

Expect to learn about the global CLO market, the attributes of high-quality CLO tranches, and the potential benefits of allocating to AAA CLOs.

Company Profile: 

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through more than 30 market cycles. Managing more than US$1.44 trillion in assets, PGIM offers clients deep expertise across public and private asset classes, delivering a diverse range of investment strategies and tailored solutions—including fixed income, equities, real estate and other retail investment vehicles. With 1,450+ investment professionals across 42 offices in 19 countries, we serve retail and institutional clients worldwide. For more information, visit pgim.com.
As of 30 June 2025

In this workshop, PIMCO introduces a flexible, income-oriented investment strategy that seeks attractive returns through diversification across different private-credit asset classes while also delivering a balanced liquidity profile. The session aims to convey the fundamentals and to identify opportunities in the area of multi-asset private credit. The workshop is relevant for investors who, using alternative investments, want to navigate today’s challenging markets and achieve higher returns.

Workshop Objectives:

• Identify opportunities in Europe with Multi-Asset Private Credit
• Focus on investment specifically on Europe
• Benefit from PIMCO's expertise in this alternative asset class

Company Profile:

PIMCO is a global leader in active bond fund management with extensive expertise in both public and private markets with $2.03 trillion AuM*.
We invest our clients' funds across a broad spectrum of bond and credit markets, leveraging our decades of experience in navigating complex markets. 
Our flexible approach and close relationships with issuers have made us one of the world's largest providers of traditional and non-traditional investment solutions for companies seeking financing and investors looking for risk-adjusted returns. PIMCO is part of Allianz S.E., a leading global financial services provider.
*Assets under Management. Source: PIMCO. As of 31 March 2025.

Eurozone investors remain in need for income, yet most of the usual solutions in EUR often appear crowded, tightly valued and offering limited differentiation or liquidity.

The 5-year old Principal-Finisterre’s EMD Euro Income strategy aims to bring something new to the table, as an all-in diversifying income proposal in EUR, addressing hedging costs and currency issues, to generate a resilient, low volatility income stream.

The Finisterre team uses the diversity of EM sovereign and corporate credits in EUR and USD, as well as high income local debt, to construct a high conviction portfolio focused on income maximization in EUR, with limited volatility.

Workshop Objectives: 

Breaking with the index-focused EMD allocation logic, to instead use the diversity of the EMD universe to design investor-centric investment solutions exhibiting a variety of risk/return profiles. 

Company Profile:

With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
The 28th largest manager of worldwide institutional assets under management of 411 managers profiled, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1
Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $579.5 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 13 consecutive years.2,3

Learn more at PrincipalAM.com.
1 Managers ranked by total worldwide institutional assets as of December 31, 2023. Pensions & Investments, “Largest Money Managers,” June 2024.
2 Principal Asset Management AUM as of June 30, 2025.
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2024.

In today’s equity markets, diversification has become an illusion. Global indices are now dominated by a handful of U.S. mega-cap stocks, leaving investors exposed to concentration, valuation, and currency risks. Passive investing, once considered safe, has quietly become a high-risk strategy. 

In this session, Pim van Vliet illustrates why passive investing is no longer low risk and how Robeco’s Conservative Equities strategy offers a proven, systematic alternative. Since its launch in 2006, the strategy has achieved >30% lower drawdowns and delivered steady, above-market returns across multiple market cycles.

Workshop Objectives: Participants will learn how to diversify beyond the index, reduce portfolio volatility, and regain balance through style diversification and broader regional exposure, including Europe and emerging markets. Anchored in Robeco’s philosophy of High Returns from Low Risk, the Conservative strategy shows how disciplined risk control and behavioral insights can turn defense into a sustainable advantage.

Company Profile: Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 15 offices worldwide. A global leader in sustainable investing since 1995, its integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. On 31 December 2024, Robeco had EUR 214 billion in assets under management, of which EUR 209 billion is committed to ESG integration. More information is available at www.robeco.com. 

2025 has seen heightened volatility across many markets, driven by geopolitical news and US policy. However, tighter credit spreads and attractive yields have supported returns, and markets are becoming less easily spooked by this uncertainty and driven more by current fundamentals.

The Royal London Global Bond Opportunities Fund invests in a broad spectrum of fixed income opportunities, encompassing investment grade, sub-investment grade and unrated bonds. Highly diversified and unconstrained by a benchmark, it seeks to exploit markets aiming to deliver consistent returns underpinned by strong income generation.

Workshop Objectives:

We will discuss:

• Our differentiated approach to fixed income investing
• The opportunities offered by the Royal London Global Bond Opportunities Fund

Company Profile: 

At Royal London Asset Management, we do things a little differently.

As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns.

We’re committed to delivering outstanding active asset management value for clients around the world.

It’s asset management excellence with a longer-term perspective.

Global investors are showing renewed interest in Emerging Markets Debt after years of under-investment. Following three years of strong gains, EM debt has proven remarkably resilient despite global disruptions. Key EM countries have completed significant macroeconomic adjustments, including inflation control, strengthened balance of payments, and sustainable debt dynamics - often contrasting with developed markets.

Expected returns remain compelling: real rates on EM local bonds are historically high, while hard currency debt offers attractive income. The US dollar's downturn and Federal Reserve easing could provide powerful tailwinds. Lower European rates have limited traditional income opportunities, directing attention toward Emerging Markets. For global allocators, diversification from challenged developed market bonds has rarely been stronger, positioning EM debt for greater portfolio prominence.

Workshop Objectives: 

We present our comprehensive analysis of structural and cyclical drivers supporting Emerging Market debt's strong performance trajectory, exploring portfolio diversification benefits and Schroders' active management solutions for building targeted exposure.

Company Profile: 

Schroders is a global investment manager with EUR 906.6 billion assets under management (as of 30 June 2025, incl. JVs and associates), 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. 

The 2010s capex mania didn’t end well but investors think it is different this time in the 2025 edition. History argues otherwise. 

Workshop Objectives:

Learn what value investing has taught us over the last 15 years

Company Profile:

At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts, UMAs and other investment vehicles. We advise investors who play the long game through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth. 

As the demand for energy continues to grow due to new industrial paradigms and the growing influence of Hyperscalers, advanced nuclear energy technologies are the key in the transition to sustainable electrification.

The nuclear energy supply chain - from uranium miners to electricity suppliers and nuclear power companies and specialised services- offers significant opportunities for economies and investors. With the insights of Maxime Drei, we will present the THEAM Quant – Nuclear Opportunities fund which exploits the potential of the nuclear economy, thanks to the combined expertise of BNP Paribas Exane in equity research and BNP Paribas Global Markets.

Workshop Objectives: Our workshop will present why a diversified equity portfolio across the full nuclear-sector value chain is essential, outline its benefits, and show participants how to allocate their investments accordingly.

Company Profile: THEAM Quant is the generic name given to a broad range of systematic strategies 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

At the core of Thornburg’s Equity Income Builder portfolio is a disciplined, bottom-up approach—grounded in fundamental research and free from benchmark constraints. Despite a structural underweight to the U.S., the portfolio has consistently delivered attractive long-term alpha by focusing on resilient, cash-generative businesses with the ability to sustain and grow dividends. This session will highlight how our selective, research-driven philosophy creates differentiated sources of income and return, offering investors a compelling defensive equity/income solution. We’ll also introduce Thornburg’s broader equity fund range—showcasing how our high-conviction, active strategies can be tailored to meet a variety of client objectives across market environments.

Workshop Objectives:

• Demonstrate how Thornburg’s global equity income strategy delivers resilient income and long-term alpha through disciplined, bottom-up stock selection.
• Introduce Thornburg’s broader equity fund range and illustrate how these strategies can address diverse client objectives in different market environments.

Company Profile:

Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $50 billion1 in client assets as of 30 June 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London. For more information, visit www.thornburg.com.

*Includes assets under management ($48.4B) and assets under advisement ($1.1B), as of 30 June 2025.

Momentum continues to dominate global equity markets. Investors are crowding into last year’s winners, while cyclical small caps remain overlooked. Yet history shows that these sectors often lead in early recovery phases. The current environment may feel uncertain, but that is often when contrarian opportunities emerge.

Valuations in cyclical small caps are at multi-year lows. Macro catalysts such as rate cuts, fiscal stimulus and a return of consumer confidence could unlock performance. For the Van Lanschot Kempen Small-Cap team, who’s process leads them to look beyond the headlines, this provides multiple opportunities to reconsider what is being priced in and what is being missed.

Workshop Objectives:

To provide participants with insights and practical examples of Small-cap investing in today’s investment environment, and how our “quality at an attractive price” approach aims to uncover opportunities.

Company Profile:

Van Lanschot Kempen Investment Management NV is part of the Van Lanschot Kempen group, a listed company on Euronext AMX, with 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 competitors. Placing considerable focus on active engagement we aim to unlock value in a sustainable way, guiding investors through the transition to a sustainable economy.

Van Lanschot Kempen Investment Management NV is licensed to manage UCITS and AIFs and is authorised to provide investment services under the supervision by the Netherlands Authority for the Financial Markets. As of 30/12/2024, Van Lanschot Kempen Investment Management had a total of €121.1 billion in client assets..

Europe’s defence awakening is no longer just a response to geopolitics – it’s a strategic imperative. As conflicts persist and NATO rearmament targets become reality, defence budgets across the continent are rising sharply. Beyond short-term procurement cycles, a multi-decade investment wave is taking shape to rebuild industrial capacity, reinforce supply chains, and ensure military readiness. For investors, this is not just a moment – it’s a structural shift.The WisdomTree Europe Defence UCITS ETF offers first-of-its-kind, pure-play exposure to this powerful and fast-evolving theme. By weighting companies based on their revenue exposure to defence, the ETF provides a smart, targeted way to capture Europe’s commitment to security and sovereignty.

Workshop Objectives: 

Explore why European defence is a long-term growth story, understand the investment case, and discover how WisdomTree’s ETF offers a smart way to access this rapidly transforming sector.

Company Profile:

WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. Since 2014, our European business has grown in terms of product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.