Speakers
Kristofer Dreiman
Johannes Jögi
Erik Lundkvist
Presentations
Workshops
Why growth, why now?
It wasn't the share price losses in 2008 that hurt investor returns the most but rather their mentality in the years that followed. The flight to supposed "safe havens" and the expectation that history would soon repeat itself meant many missed out on a decade of excellent returns from growth companies.
No investor likes to make the same mistake twice. Right now, we are convinced that we are facing a "once-in-a-lifetime" opportunity.
Stewart Hogg will report on the transformational growth opportunities available to investors, the companies driving progress, and the traits that distinguish them.
Workshop Objective:
• Which transformational trends will drive the next few years?
• Which companies stand to prosper?
• How can you as an investor benefit from this in the long term?
Speakers
Stewart Hogg
Investment Specialist Director
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Stewart is an investment specialist for Long Term Global Growth, one of Baillie Gifford’s most concentrated Equity strategies with a focus on transformational payoffs. He joined Baillie Gifford in 2008. Stewart graduated BA in Economics from the University of Stirling in 2006 and MSc in Economics (Finance), on the Scottish Graduate Programme in Economics, from the University of Edinburgh in 2008.
Representatives
Wim de Ruijter
Client Relationship Director
Wim joined Baillie Gifford in 2021 and is a client relationship director in our Clients Department, with responsibility for clients in the Benelux. Wim has over 25 years’ investment experience in a broad range of roles, ranging from analyst, portfolio management to relationship management. Before joining Baillie Gifford he worked at T. Rowe Price in relationship management with institutional and intermediary clients in EMEA. Wim graduated with a master’s degree in Business Administration from the University of Groningen in 1994 and has been a CFA Charterholder since 2002.
David Looijschelder
Client Relationship Manager
David Looijschelder joined Baillie Gifford in our Clients Department in 2022, servicing clients in the Benelux region. Before joining Baillie Gifford, David worked at Fidelity International for ca. four years focusing on Dutch institutional clients, and in the Emerging Market Equity Team at APG Asset Management. David holds a master’s degree in Political Economy from the University of Amsterdam.
Innovation in ETFs: Pioneering the future of investment.
The Exchange Traded Fund (ETF) industry is dynamic and evolving. Stronger than ever, the ETF market went from traditional indexes investments, ESG* criteria integration, Paris Aligned Benchmark to megatrend via thematic investments uprising.
In light of these constant evolutions, BNPP AM established itself as a long-standing ETF provider and is now at the forefront of this transformation, introducing a groundbreaking new range Active Beta ETFs that incorporate an active ESG approach. These ETFs merge the best of both worlds, offering the benefits of index-like returns while embracing BNPP AM’s commitment to sustainability.
*Environment, Social and Governance
Workshop Objectives:
Share innovations in the ETF industry.
Introduce the BNPP AM range and latest innovations.
Company Profile: BNPP AM manages ETFs and index funds assets totalling €51.9 billion, including thematic and sustainable products. 90% of BNPP AM’s ETF range is classified as SFDR Article 8 or 9 and more than 70% of the range has a European sustainability label.
Our activity is integrated in BNP Paribas Asset Management, which is the investment arm of BNP Paribas, a leading banking group in Europe with an international reach. BNPP AM aims to generate long-term sustainable returns for its clients, based on a sustainability-driven approach. BNPP AM currently manages €576 billion of assets (€695 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 68 countries.
Figures: BNPP AM, as of 30 June 2024
Speakers
Julien Vendittelli
Head of Institutional
He is the Head of Institutional at BNPP AM for ETFs covering France, Belgium, Luxembourg, Monaco and French-speaking Switzerland since September 2023. He is part of the ETF & Index Solutions Development Team. He graduated from a master’s degree in finance engineering at Paris XII University. From ETF Salesforce at Lyxor Asset Management, Sales Manager ETF at UBS and Senior Sales Interest Rate Derivatives and Structured at Société Générale CIB, Julien has been in sales positions for 17 years, especially in the ETF industry.
A multi-sector approach for reliable income: presenting Capital Group Multi-Sector Income Fund (LUX)
Looking for reliable income? Consider a multi-sector approach.
Bond yields remain at attractive levels and with policy rates likely at their peak there is a compel ling window of opportunity to move cash off the sidelines into a more durable income solution.
Uncertainty around the timing and extent of any interest rate cuts, coupled with diverging growth rates across regions, means there is likely to be wide dispersion in returns across fixed income sectors.
Taking a multi-sector approach that draws on flexibility and diversification while maintaining a balanced risk profile could help capture the income-generating power of bonds, particularly in a new regime of structurally higher rates relative to pre-pandemic levels.
Our presentation of the fund Capital Group Multi-Sector Income Fund (LUX) aims at demonstrating Capital Group investment capabilities in the fixed income segment, together with investment opportunities for long-term investors.
Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity, and fixed income investment strategies for different types of investors. Since 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 28 years of experience. Capital Group manages over US$2.6 trillion (as at Dec 2023) in long-term assets for investors around the world.
Speaker
Peter Becker
Investment Director
Peter Becker is an investment director at Capital Group. He has 27 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Peter was a managing director in the fixed income product management team at Wellington Management. Before that, he was a portfolio manager at Aberdeen Asset Management. He holds a master's degree from The Ingolstadt School of Management. He also holds the Chartered Financial Analyst® designation. Peter is based in London.
Representatives
Kim Pex
Managing Director Financial Intermediaries & InstitutionsBelgium, Luxembourg & France
Kim Pex is a Managing Director Financial Intermediaries & Institutions at Capital Group. He has 17 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Kim worked as an international markets manager at Cardif Lux Vie. Before that, he was a relationship manager at IWI. He holds a bachelor's degree in office management in finance and insurance from Katholieke Hogeschool Mechelen De Ham. Kim is based in Luxembourg.
Zoé Lavaud
Business Development Associate Financial Intermediaries & Institutions France, Luxembourg & Belgium
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Zoé Lavaud is a Business Development Associate for Financial Intermediaries & Institutions at Capital Group. Zoé joined Capital Group a year ago and has three years of industry experience. Prior to joining Capital, Zoé was a Client Relationship Manager at Crédit Mutuel Investment Managers. Before that, she was a Sales Support for France, Belgium, and Luxembourg at Natixis Investment Managers. Zoé holds a master's degree in management with a specialization in finance from Skema Business School. Zoé is based in Luxembourg.