Join Scott DiMaggio, Head of Fixed Income at AB, as he delves into the future of fixed income: systematic investing. This next-generation approach harnesses cutting-edge technology and sophisticated data analysis to identify undervalued market opportunities. Systematic investing offers the potential for valuable diversification, striving to deliver attractive and consistent returns with low correlation to traditional fixed-income strategies in investors' portfolios. This innovative method is poised to transform the fixed income landscape, providing fresh perspectives and exciting possibilities for investors looking to refine their strategies. Discover how systematic investing can redefine your approach to fixed income, opening new avenues for growth and diversification in an ever-evolving market.

Workshop Objectives: Delegates will explore the future of fixed income through systematic investing with Scott DiMaggio, Head of Fixed Income at AB. They will learn how cutting-edge technology and sophisticated data analysis identify undervalued market opportunities, offering diversification and consistent returns with low correlation to traditional fixed-income strategies.

Company Profile: AllianceBernstein is a leading investment-management firm with $784 billion in client assets under management, as of 31 March 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.

We are focused on quality growth, over the long-term. We are unconstrained by benchmarks, countries and sectors, allowing us to purely focus on bottom-up stock selection, driven by fundamental research. We seek to invest in companies with durable competitive advantages and to construct portfolios that can deliver sustainable, double-digit aggregated earnings per share growth over a five-year investment horizon.

Workshop Objectives: Present our approach, team and track record over more than 30 years’ experience in European equities. We will also present some stock picks of the portfolio

Company Profile: Comgest is an independent, international asset management group which, since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style. For the past 40 years, we have relentlessly focused on a single objective of delivering growth portfolios to our investors. Our partnership approach drives our investment style: durable, unconstrained & responsible. 
We believe that over the long term, a “quality" business that incorporates environmental, social and governance (ESG) factors is better able to maintain or strengthen its competitive advantages, enabling it to consistently compound its growth in earnings. Our experience has demonstrated that applying fundamental analysis and maintaining a long-term horizon are key to identifying companies capable of generating double-digit EPS growth.

Market context: what is priced in and what is not? It's important to consider the real risk you're taking when investing in the credit markets. Investment Grade or High Yield, senior or subordinated debt, cyclical or non-cyclical sectors, short or long duration - what is the best approach for investors to consider?
We develop and describe high-yield strategies. How, over a medium- to long-term horizon, it makes sense to be invested. We'll also answer the following questions: Why is this the right entry point?  How does carry protect you?

Workshop Objectives: Uncertainties are not always synonymous of “not investing or taking no risk”. Uncertainties brings volatility and opportunities. Credit markets are large enough to be able to propose specific solutions to current context. 

Company Profile: Edmond de Rothschild is an investment house founded on the conviction that, when harnessed for the good of the real economy, wealth can have a meaningful impact and help to rejuvenate the concept of progress.
Driven by a culture of financial foresight for nearly three centuries, Edmond de Rothschild specialises in private banking and asset management, boasting recognised expertise in its main business lines of: wealth management, wealth engineering, life insurance, services for independent wealth managers, corporate finance, private equity, real estate, infrastructure, liquid strategies, and fund administration. The 100% family ownership structure gives the investment house real independence, serving to align with the interests of its clients and fostering the emergence of financial solutions adapted to the specific needs of a client base of families, entrepreneurs and institutional investors. At 31 December 2024, the Edmond de Rothschild Group had over CHF 184 billion in assets under management and a robust balance sheet with a CET1 of 19.7%. With more than 2,700 employees in 28 global locations, it ranks as a key player in the main markets where it operates, including Geneva, Luxembourg, Paris and Monaco.
Edmond de Rothschild is at the heart of a unique ecosystem of businesses ranging from farming, wine-making and hospitality to family philanthropic activities, the Gitana offshore racing team and the perfume house Caron.

MDT US Equity Fund deploys a strategy that seeks to achieve above-market returns using an active, systematic investment approach that is equipped with an analytical edge, which confers the advantages of discipline, testability, and repeatability.
Utilizing advanced modelling techniques, which harness the benefit of machine learning, the Fund’s investment approach can identify a diverse range of unique alpha opportunities that drive differentiated active performance outcomes independent of the market environment, while limiting unintended risks.

Workshop Objectives: At a time when the weighting of US assets in investors' portfolios is being re-assessed, we explain the benefit of an “all-weather”, unique US all-cap core active equity strategy that provides the potential for outperformance across many market environments.

Company Profile: Federated Hermes is a global leader in active, responsible investing. Guided by our conviction that responsible investing is the best way to create long-term wealth, we provide specialized capabilities across equity, fixed income and private markets, multi-asset and liquidity management strategies, and world-leading stewardship.
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.
Our investment and stewardship capabilities:
•    Active equities: global and regional
•    Fixed income: across regions, sectors and the yield curve
•    Liquidity: solutions driven by five decades of experience
•    Private markets: private equity, private credit, real estate and infrastructure.
•    Stewardship: corporate engagement, proxy voting and policy advocacy

 

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.

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.

The first half of 2025 saw significant volatility and rapid shifts in sentiment due to US tariffs, rising long-end government bond yields, and geopolitical uncertainties. The latter half of 2025 will focus on the tangible consequences of tariffs on inflation, fiscal and geopolitical risks. Despite these challenges, fixed income markets offer attractive opportunities for income and stability. Credit fundamentals are strong amidst tariff shocks, and though some normalization of credit metrics from tight levels is anticipated, active investors should find ample opportunities. Active ETFs, combining active management's rigor with ETFs' flexibility and transparency, provide effective solutions for navigating market turbulence.

Workshop Objectives: Equip participants with strategies to navigate fixed income markets in H2 2025 leveraging  active ETFs for potential income, stability, and enhanced returns opportunities.

Company Profile: Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investing area within Goldman Sachs, we deliver investment and advisory services for the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing more than $2.9 trillion in assets under supervision worldwide as of March 31, 2025. Driven by a passion for our clients’ performance, we seek to build long-term relationships based on conviction, sustainable outcomes, and shared success over time.

Emerging Markets Debt (EMD) continues to demonstrate compelling investment potential, supported by strong fundamentals, attractive yields, and growing investor interest. In a global environment of shifting macroeconomic dynamics, EMD stands out as a well-positioned asset class for both return potential and diversification benefits.

Key Investment Highlights
• Stronger fiscal discipline in many EM countries compared to developed markets.
• Improved credit quality, with many sovereign issuers showing high probability of ratings upgrades.
• High real yields in EM local sovereign bonds supported by low inflation.
• Weaker U.S. dollar outlook may benefit EMFX, especially for euro investors.

Workshop Objectives: To demonstrate to investors that EMD now offers solid credit quality with several countries posed for ratings upgrade. With the improved fundamentals combined with the under-allocation in global portfolios, EMD should be well positioned for growth in 2025 and beyond.

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. At HSBC Asset Management, our network of experts, culture of collaboration and disciplined approach are your access to a world of investment opportunities.
We leverage our international presence and experience across developed and emerging economies to help investors navigate global markets and create investment strategies that endure.
Through a long-term commitment to our clients and a structured and disciplined investment approach, we deliver solutions to support their financial ambitions.
As of end of June 2025, we managed USD 808bn globally for a range of clients, from some of the largest institutional investors in the world to commercial and corporate clients, financial intermediaries, retail and private banking clients.
Our investment platform includes more than 660 professionals across 20 countries and territories, who perform in-depth due-diligence locally, and share their intellectual capital globally. 

Geopolitical uncertainty is higher than at any point since the end of the Cold War. At the same time, European investor allocations to the US are higher than at any point in history, now accounting for almost 50% of total Euro Area Investment Fund equity holdings. Is this the right mix for the world we are now entering? What are the capital account implications for European savers of the Trump administration’s determination to reduce the United States vast current account deficit? 

Workshop Objective: Review the diversification European equities can play in investor portfolios

Fundamentals of European Financial Institutions have been strong since 2021 driven by strong revenues and profits, particularly in Southern and Eastern Europe. A favourable environment for subordinated debt issued by European financial institutions, a bond segment with multiple advantages: Yields close to or even higher than High Yield Corporate bonds with Investment Grade credit quality, largest financial subordinated debt market in the world, etc.).
Lazard has long-standing expertise in this asset class, with a first UCITS – Lazard Credit FI SRI – launched in 2008, investing across the entire capital structure (Tier 2, AT1, Senior), with over €2.5 bn AuM, and a second UCITS - Lazard capital Fi SRI - a fund investing primarily in the most junior part of the capital structure (AT1), with over €2 bn AuM.

Workshop Objectives: Present our investment team's outlook for the European financial subordinated debt market, as well as our unique range of solutions on that segment.

Macroeconomic forecasting is even more challenging than usual at the moment. In additional to heightened geopolitical tensions, the Trump administration continues to change the rules of the game.
At M&G, we believe that a value-driven and research-based approach to credit, rather than one based on forecasting, can consistently identify investment opportunities that deliver long-term outperformance with low volatility. Additionally, this approach can act as a risk and style diversifier within an investor's portfolio, complementing other investment strategies that rely on forecasting.
This purely bottom-up approach, in which we do not speculate on interest rates or currencies, is offered to investors in three investment strategies: flexible total return, investment grade, and high-yield.

Workshop Objectives: This workshop aims to explain how a bottom-up approach based on research and value, rather than macro forecasting, can generate investment opportunities with long-term outperformance and limited volatility.

Company Profile: M&G Investments is an international asset manager with an active, long-term investment approach. For over 90 years, the firm has helped its clients prosper by leveraging their capital and understanding their needs. In response to an ever-changing financial environment, M&G has developed a wide range of investment solutions in equities, fixed income, real state and multi-asset. Headquartered in London, M&G employees over 2,300 professionals, covers 28 markets and manages assets in Europe, Asia and the Americas.

Thanks to their hybrid structure, convertible bonds (CBs) combine the security of bonds with the upside potential of equities. They act as shock absorbers during market downturns while allowing investors to benefit from rebounds – making them a compelling tool in volatile markets.

Historically, CBs have delivered returns close to those of equities, but with significantly lower volatility.

Join Nicolas Crémieux, Head of Convertible Bonds at Mirabaud Asset Management, to explore why this often-overlooked asset class deserves renewed attention.

Workshop Objectives: Attendees will gain insight into why convertible bonds thrive in uncertain markets, and how investors can harness this hybrid asset class to cushion portfolios and capture upside in volatile conditions.

Company Profile: Mirabaud Asset Management is the independent asset management division of the Mirabaud Group focused on active investing across Fixed Income, Equities, Multi-Assets and Private Assets. A common philosophy applies across each of these areas of expertise, which is an active, high conviction approach to generating long term risk adjusted returns. A focus on managing risk and a commitment towards environmental, social and corporate governance principles are important constituents of Mirabaud AM heritage.
The firm operates in Europe’s key financial centres: London, Paris, Geneva, Zurich, Madrid, Milan and Luxembourg.

Are you getting the most out of credit markets? Is it really possible to get the best of both worlds – attractive yields for relatively low levels of risk? Justin Jewell, Portfolio Manager at Ninety One, will outline the potential benefits of broadening your investment horizons and adopting a flexible, global, ‘go-anywhere’ investment approach. He will also discuss how to avoid the pitfalls in today’s market environment – including why ‘go anywhere’ should not mean ‘go everywhere’.

Workshop Objectives: To demonstrate how a flexible, global credit investment strategy can enhance yield potential while managing risk, and to highlight key considerations for navigating today's evolving market environment effectively.

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. 

As global power dynamics shift, Europe stands at the edge of a fundamental transformation.
A new strategic era is unfolding: energy independence, industrial revitalization and stronger defense are no longer ambitions — they are necessities. 
Backed by over €1 trillion in EU investments, this transformation creates a unique opportunity for investors.

The Nordea 1 – Empower Europe Fund is designed to capture it, investing in the drivers of Europe’s renewal:
• Energy Resilience – supporting energy independence
• Reshoring Production – rebuilding the industrial base through automation and domestic manufacturing
• Defense & Cybersecurity – investing in critical security suppliers

A high-conviction all-cap strategy, with a focus on innovative small and mid-caps driving Europe’s resilience and sovereignty.

Workshop Objectives: Hilde Jenssen, CFA, Co-Portfolio Manager, presents the Empower Europe strategy: investment philosophy, portfolio drivers and the exceptional opportunities emerging from Europe’s strategic transformation. 

Company Profile: Nordea Asset Management has a global business model and manages asset classes across the full investment spectrum. With 915 employees in asset management, one-quarter are dedicated investment specialists within four investment centers in Bergen, Copenhagen, Helsinki and Stockholm. With EUR 296 bn in assets under management, Nordea is a leading investment manager in the Nordic Region and has developed a large global business servicing clients across Europe, Americas and Asia.

For cross-border fund distribution, Nordea offers segregated accounts but primarily uses a single Luxembourg platform: the Nordea 1 SICAV. This umbrella currently consists of 80 actively managed solutions (63 products have more than EUR 100m in AuM) and is the preferred domiciliation for launching new investment funds within Nordea.