Presentations
Workshops
Investing in the energy and ecological transition
The acceleration of climate change and the evidence of a rapidly declining biodiversity, requires moving towards a lower carbon economy that is less energy-consuming, more resilient and more circular. In order to help investors capture the growth dynamic of this new economy supported by governments, Mandarine has developed an investment strategy based on a scientific approach. It selects companies present in eco-activities identified by the European taxonomy and featuring an active climate approach involving ambitious and coherent objectives for the reduction of greenhouse gas emissions, approved by Science Based Targets initiative. This strategy has been classified under article 9 according to the European SFDR and has received Belgian (Towards Sustainability), French (Greenfin), Austrian (Ecolabel) and German (FNG) labels.
Workshop Objective: Present an investment solution whose objective is to finance and capture the growth dynamics of companies across the world actively involved in the ecological and energy transition, leading to a decarbonised economy.
Company Profile: specialising in equity investing, within LFPI Group.
Mandarine uses a fundamental stock-picking approach based on the qualitative analysis of companies and including financial and sustainability considerations, as a responsible investor. The company is also committed to the active financing of projects involving the social and solidarity economy.
Mandarine’s conviction-based investment strategies cover French, European and Global equities over the entire range of market caps (micro, small, mid and large caps), offering different investment styles (Growth, Value, Dividend Yield, Blend).
The company offers its expertise to all types of clients.
Speakers
Adrien Dumas
Chief Investment Officer
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Representatives
Jean-Philippe ABOUGIT
Sales Director for Key Accounts and Belux
Jean-Philippe joined Mandarine in 2013 as Third-Party Distribution Development Manager. Today he is Sales Director in charge of Institutional Investors and Key Accounts in France and responsible for Belgium and Luxembourg distribution. Jean-Philippe was previously Sales Manager at Natixis Multimanager, then senior Project Manager (private banks, networks and multi-asset managers) at Neuflize Private Assets. He holds a Degree in Corporate Finance and Markets from ESA (Ecole Supérieure des Affaires).
What can a global equity portfolio that blends Low risk, Quality and Value add to an investor portfolio in a high yield environment?
Will inflation be structurally high in the years to come? Can the global economy withstand persistently higher levels of rates? What will be the impact of a potential slowdown/recession in the already historically high margins levels and on somehow demanding equity valuations? Will the same assets/strategies that performed well in the ultra-low yield environment that followed the global financial crisis, also be able to deliver attractive returns going forward? These and many other questions are top of mind for investors today. During this session, our aim is not to give insights on our outlook for the global economy and markets, but to explain how a global equity portfolio that blends Low risk, Quality and Value styles can help investors navigate an environment where slowdown/recession risks, inflation and higher rates might be here to stay.
Company Profile: Nordea Asset Management has a global business model and manages asset classes across the full investment spectrum. A total of 930 employees are employed in asset management, of which 1/4 are dedicated investment specialists within four investment centres in Bergen, Copenhagen, Helsinki and Stockholm. With EUR 241 bn in assets under management, Nordea is naturally one of the leading investment manager in the Nordic Region but has also developed a large global business servicing clients across continents (Europe, Americas and Asia). Social responsible-oriented thinking is inherent in the Nordic mentality and so it is not surprising that the Scandinavian countries are global leaders in numerous related aspects. In November 2007, Nordea signed, as one of the first major banks in the Nordic Region, the United Nations Principles for Responsible Investment (PRI). By signing, Nordea commits itself to incorporate environmental, social and corporate governance issues into investment analyses and decisionmaking processes
Speakers
Cristian Balteo
Head of Investment Products - Multi-Asset
Cristian leads an international team of 10 Investment & RFP Specialists focused on Nordea Asset Management's (NAM) Multi-Asset and Risk Premia investment solutions. The team services NAM's Institutional and Wholesale clients across the globe. Prior to joining NAM, back in 2013, Cristian worked for six years as a Fund Selector at a leading Spanish independent financial advisory firm. He also has several years of experience as a U.S. Equity Trader in both Europe and America. Cristian holds a Bachelor’s Degree in International Studies (Magna Cum Laude) from Universidad Central de Venezuela, a Msc in International Relations from IBEI and a MBA from ESADE Business School.
Representatives
Anouk Slock
Sales Director Belgium
Anouk Slock joined Nordea in 2020, and manages customer relationships in Belgium with a special focus on the insurance segment. Anouk previously worked at the Sales desk of Degroof Petercam Asset Management, having held the position of Specialist in Sustainable Investing. Anouk began her career as an intern in the ETF Sales team at BlackRock Investment Management. Anouk obtained an MSc in Business Economics from the Solvay Brussels School.
Filip Spitaels
Country Head Belgium
Filip Spitaels has joined Nordea Asset Management in February 2020 and is Head of Distribution for our distribution activities in Belgium. Filip has more than 19 years of experience in the asset management industry covering wholesale clients in the Benelux region. He previously held positions at Invesco, OYSTER Funds, DWS Investments and ING IM. Filip holds a degree in Business Management (option Languages) from the School of Economics in Ghent.
Redefining the Decarbonisation Opportunity
Viewing decarbonisation investing through a strictly green lens leaves a lot out of the picture. Raj Shant, Client Portfolio Manager at Jennison Associates, PGIM’s active equity manager, will outline a holistic approach employing a broader scope to reveal a diverse $2.5 trillion opportunity set with abundant alpha potential. Find out how to make the most of the multi-decade movement to decarbonise the planet while the carbon reduction revolution is still in its early stages.
Workshop Objective:
Company Profile: At PGIM Investments, we think globally and execute locally. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs.
We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI)1—the world’s 14th-largest investment manager with more than $1.3 trillion in assets under management (AUM)2 and a company that individuals and businesses have trusted for over 140 years.
1PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
2PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI is the 14th-largest investment manager (out of 434) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 12/06/2023. This ranking represents assets managed by PFI as of 31/12/2022.
Speakers
Raj Shant
Portfolio Specialist, Jennison Associates
Raj Shant joined Jennison Associates in 2019 as Client Portfolio Manager. Prior to Jennison, Raj spent 17 years with Newton Investment Management, where he was a global equity portfolio manager and portfolio specialist. Previously, he spent five years with Credit Suisse Asset Management, most recently as head of European equities. He began his career in investment banking before moving to become an investment analyst and portfolio manager. Raj earned a BA with honors in economics and management from Leeds University.
Representatives
Steve Beckers
Senior European Sales Manager, Belgium & Luxembourg
Steve Beckers is a director for PGIM Investments, where as Senior European Sales Manager, he is responsible for developing the firm’s presence with financial intermediaries including global, regional and local private banks across Belgium and Luxembourg. He also focuses on business development with wealth managers, family offices and insurance companies through which PGIM’s investment strategies are distributed. Before joining the firm, Steve spent nearly seven years as a Sales Director at Invesco Asset Management, responsible for the wholesale channel in Belgium and Luxembourg, including banks, wealth managers, and family offices. Prior to that, he held a number of roles at BNP Paribas Fortis including covering private banking as a discretionary investment manager and handling structured product sales in the dealing room environment.Steve received a Master’s degree (cum laude) in Applied Economic Sciences from the Catholic University of Leuven with a major in Finance and Portfolio Management and a minor in Managerial Economics and Strategy.
Georgina Poole
Director, Senior Account Manager
As a senior account manager for PGIM Investments, Georgina is responsible for strategic sales assistance and relationship management with Benelux-based financial intermediaries. Prior to joining PGIM Investments in 2016, Georgina held two positions at BlackRock, Inc. as a retail sales assistant and relationship manager, and as an institutional account management service associate. Preceding BlackRock, she worked at Goldman Sachs International as a client valuations and collateral management analyst, covering fixed income and over-the-counter derivatives products.