Tomasz Bortnik
Tomasz Bortnik (Director) heads the Wealth Management Specialist Advisory Team for Citigold and Citi Private Client Segments based in Dubai, UAE. He has been with Citibank UAE since 2014 and prior to that with Citibank London since 2005 in various senior regional roles in Citibank EMEA consumer wealth management.
Tomasz also has consulting experience from Consulting company, Accenture (Germany), and earlier Accenture (Poland).
He specialises in Wealth Management advisory and solutions, products, processes, technology and has experience with x-country engagements, implementations, management of investment products, banking, FX, securities backed lending and insurance.
Tomasz has a master’s degree in finance and banking from the Warsaw School of Economics. He also studied in Germany. Tomasz is accredited as promotion manager by the UAE Securities & Commodities Authority and is a member of UBF’s Wealth Management Group (UAE Banking Federation).
Workshops
Workshops
US Equity High Growth – Investing in Today’s and Tomorrow’s Long-Term Winners
The purpose of this workshop is to first detail why investors should have a standalone allocation to US Equity Growth companies in their portfolio given the level of innovation, the depth of the market and the number of world leading US and non-US companies that are listed there across a variety of sectors. Second the workshop will then detail how to access both those US Equity Growth companies that are outperforming the market today and those that will do so in the future by investing in the Baron Capital US Equity High Growth Strategy.
Company Profile: Baron Capital is a premier asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $40.9 billion in assets under management (as of 6/30/24) across 19 strategies, Baron Capital prides itself on delivering the best solutions and outcomes for clients globally.
Speakers
Michael Lippert
Head of Technology Research and Portfolio Manager
Michael Lippert, Head of Technology Research and Portfolio Manager. Michael joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named Head of Technology Research. He has 23 years of research experience. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.
Representatives
Stephen Miller
VP, Head of EMEA
Stephen joined Baron Capital in 2019 as director of EMEA sales. From 2015 to 2019, he worked at Epoch Investment Partners as head of EMEA, client relations. From 2010 to 2015, he worked at Skagen Funds, the Norwegian global equity manager, where he was responsible for U.K. business development. From 2006 to 2010, he was employed by T. Rowe Price and was responsible for U.K. and Irish business development as well as EMEA consultant relations. Previously, he worked at Insight Investment as a director of institutional business development. He began his career in the investment industry in 1996 at Schroder Investment Management. Stephen graduated from the University of Strathclyde with a B.A. (Honours) in Economics and an M.Sc. in Finance in 1993.
Candriam Bonds Credit Alpha - An Uncorrelated Alpha Engine to Navigating Credit Markets
With a unique approach, combining conviction and active management, Candriam Bonds Credit Alpha aims to exploit opportunities in Credit, relying on a robust track, especially in high yield, to deliver superior risk-adjusted returns.
The Strategy builds on a strong focus in bottom-up bond picking and fundamental research, to identify Long and Short opportunities in the market. Candriam Bonds Credit Alpha combines that with an active management of the credit exposure and duration to navigate volatile markets and generate precious alpha via a truly decorrelated investment solution.
Workshop Objective: Present Candriam Bonds Credit Alpha’s philosophy and flexible approach. Exhibit the fund’s focus on alpha through fundamental research and bottom-up bond picking. Highlight the flexible portfolio construction process that allows for the fund to consistently reflect the house’s investment views and convictions.
Speakers
Charu Shende
Head of Client Portfolio Management – Fixed Income
Charu Shende has been Head of Client Portfolio Management - Fixed Income Markets, responsible for all Fixed Income strategies. He joined Candriam in September 2016 as a Senior Client Portfolio Manager within the fixed income team from Carmignac Gestion, where was the product specialist in France for fixed income. He began his career as a product research analyst at Pioneer Investments in Dublin.
Representatives
Lyne Itani
Institutional Client Relationship Manager
Lyne joined Candriam’s Investor Relations’ team in 2020 carrying out fund raising efforts out of the Dubai office. Prior to joining Candriam, she held various roles namely as a private banker at Credit Suisse managing the UHNW client segment, and as an Investment Advisor at Emirates NBD private banking. Lyne holds an MSc in Finance from ESADE Business School Barcelona, and a BA in Finance from the American University of Beirut. She’s a certified Wealth Manager by FINMA.
Chafic Jabbour
Head of MENA branch
Chafic has been leading Candriam MENA activity since October 2017, covering the institutional marketplace our of Dubai, UAE. He coordinates the regional business development efforts of Candriam and its parent company, New York Life Investment Management (NYLIM), with its multi-boutique structure of specialist asset managers in traditional and private markets. Chafic joined Candriam in September 2006 to develop relations with institutional investors in the Middle East, based out of Bahrain.Chafic began his career in trading and private banking at Lebanon & Gulf Bank and Merrill Lynch Beirut.
He holds a degree in Economics and a master’s in financial Markets from the Saint Joseph University (USJ) in Beirut, Lebanon.
Anis Tazi
Client Relationship Manager
Anis joined Candriam MENA team in January 2024 to develop relations with third-party distributors of all sizes and to help establish strategic partnerships with leading institutions in the Middle East, based out of Dubai. Anis started his career at JP Morgan Asset Management as a Sales Analyst. In 2018, he joined M&G Investments as a Sales Manager, covering France, Monaco, and Middle East. He holds a master’s in international finance and Capital Markets from ISG Business School in Paris, France.
An Introduction to Private Credit and Opportunities in Junior Debt
As Park Square reflects on two decades running private credit capital, Martino explores our investment philosophy, the maturing junior debt market and the compelling absolute returns offered by junior capital solutions. As sophisticated credit investors continue to evolve with the asset class, Martino highlights the rise of evergreen funds as new investors access the asset class.
Workshop Objective:
• Introduction to private credit
• Park Square’s quality-based investment approach
• Compelling junior debt opportunities
Company Profile: Park Square Capital is a leading private credit manager, providing senior debt, mid-market direct loans, junior debt, and structured equity to sponsor-backed companies in Europe and the US. Park Square has invested more than $26 billion since 2004, and currently manages $16 billion of capital on behalf of its investors. Park Square has more than 130 staff, with nine offices including London, New York, Frankfurt, Paris, Stockholm, Seoul, and Tokyo. Park Square was recently recognised as “Best Performing Direct Lender in Europe” by Preqin and “Lender of the Decade in Europe” by PDI. For more information, please visit www.parksquarecapital.com.
Speakers
Martino Ghezzi
Partner & Co-Head of Junior Debt
Martino is a Partner at Park Square Capital, LLP, and a member of the firm's Executive Committee and Investment Committee. Martino joined Park Square in 2008 and launched Park Square's US operations in 2014. Prior to that, Martino worked in London within Citigroup’s leveraged finance department and at McKinsey & Company. Martino graduated from Bocconi University in Milan with a MSc in Quantitative Economics.
Representatives
Jasdeep Hansra
Business Development Associate Director
Jasdeep is an Associate Director in the Business Development team at Park Square Capital in London and is responsible for client coverage across the UK, Consultants and Middle East Prior to joining Park Square in 2024, Jasdeep was Head of UK Wealth at DWS Group and prior to that worked at Deutsche Bank. Jasdeep holds a BA in Philosophy, Politics and Economics from the University of Oxford.
Alternative Solutions for Today’s Challenges
Join us to learn about compelling opportunities in the alternative investments space, where PGIM Investments offers strategies in private real estate, private credit and private equities. Dennis Martin, Managing Director at PGIM Private Alternatives, will highlight alternative solutions in real estate, where private investments comprise an estimated 92% of the global market. With a history of low correlations to traditional assets and strong risk-adjusted returns, learn how to utilise private real estate to materially enhance portfolio diversification while affording access to unique return sources in an era of interconnected public market performance trends.
Workshop Objective: Attendees will learn how allocating to private alternatives can equip portfolios with promising new return potential while combating correlations among traditional assets.
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) — a global leader with more than $1 trillion in assets under management (AUM) and a company that individuals and businesses have trusted for over 145 years.
Source: PGIM as of 31/3/24. PFI 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.
Speakers
Dennis Martin
Global Head of Private Wealth & Client Solutions, PGIM Private Alternatives
Dennis Martin is a managing director at PGIM Private Alternatives and global head of Private Wealth & Client Solutions across the PGIM Private Alternatives platform. Dennis leads the team responsible for working with PGIM Investments to launch new strategies and structures that address the alternative investments requirements of global wealth advisors and their high-net-worth clients. Before joining, PGIM, Dennis was a managing director in RREEF’s Client Relations group, where he developed and managed client and consultant relationships in the Midwest and Eastern regions. Dennis has a bachelor’s degree in political science from St. John’s University and a law degree from the New York University School of Law.
Representatives
Robert Hall
Head of UK wholesale
Robert Hall, head of UK wholesale at PGIM Investments International, leads the distribution efforts for PGIM’s UK and Ireland business in the wholesale channel, spanning global banks, national discretionary fund managers, family offices, fund of funds and other intermediaries. Mr. Hall has responsibility for distribution across the PGIM multi-affiliate businesses – PGIM Fixed Income, Jennison Associates, PGIM Real Estate and PGIM Quantitative Solutions. Before joining PGIM, Robert was a founding member of the UK Wholesale Sales team at Natixis Investment Managers, starting the business from scratch, creating a new UK fund structure, forming partnerships with key UK fund buyers, and growing the brand. Robert earned a bachelor of business studies at Massey University in New Zealand and a master of science in international business in emerging markets at The University of Edinburgh in Scotland. A former semi-professional rugby player who loves all sports, he lives in East London with his wife, two young children, and his Westie dog.
Haitham Haji
Head of Business Development