Workshops
Workshops
Cross asset funds, structured products and SPVs
During the presentation, we will expose and analyse the 3 main business areas of the company:
Funds: AIS Financial Group is a third party distributor of selected Asset Managers, our goal is to offer the best funds in each major asset class. That’s why we have partnered up with Nomura AM*, for their fixed income capabilities, Alken with their expertise in European Equity, and Katch, on the Private Debt knowledge. Furthermore, we have expanded our Funds business by launching our first in-house thematic fund with a specific focus on Sports Lending.
Structured Products: AIS, as the number 1 provider in Latam, will explain how we should invest into this asset class; considering current environement of low volatility and high rates. Different payoffs and strategies will be proposed and there will be a presentation about their platform.
Securitization Solutions: AIS is very proud to have set up a securitization origination platform since 2021, enabling to issue tradable Certificates capable of wrapping any strategy/asset within an ISIN. These certificates are exchangeable as easy as a liquid asset and can be directly purchased by any custodian worldwide, being similar to a fund structure while being even more flexible through low entry price, fast set up, fewer counterparties and virtually no limitation in investment type.
*Distribution for Argentinan, Uruguayan and Panamanian Clients
Workshop Objective: Provide attendees a detailed and clear understanding of the company's main business areas.
Company Profile: AIS Financial Group is an independent client service-oriented investment entity.
We provide advice on investment solutions with a special focus on structured products, investment funds and securitization solutions. We act as a distributor of financial products issued by market leading financial institutions.
Since 2016, AIS Financial Group has gone through a significant expansion, greatly developing its client base. Leveraged on this strong presence in key financial hubs, in 2022 the company oversaw more than USD 2.50 billion of structured notes.
Headquartered in Geneva, with offices in Madrid, Nassau and Panama City, we offer investment solutions to financial intermediaries in more than 30 countries, serviced by our international team of over 50 experienced industry professionals.
Speakers
Juan Ballester Molina
Funds Manager
Juan Ballester Molina, Industrial Engineer and Fund Solutions Relationship Manager at AIS FG. Since the beginning of his career, Juan has been dedicated to the private banking business and then focused on the distribution of funds of renowned asset managers in Latam. He is currently dedicated to the distribution of the firm's own funds, and the representation of Nomura, Alken and Katch.
Representatives
MIGUEL DE SOLIS
Relationship Manager
Miguel has over a decade of financial industry experience and has networked and worked with several reputable financial institutions before joining AIS in 2019 focused on the Southern Cone, mostly institutional clients. His career commenced as an Equity Analyst based in a Family Office in Mayfair, London. Subsequently, he transitioned to a Project Finance Analyst position (for a startup business focused on Debt Capital Markets), then a Forex Sales Account Manager for Russian Broker. In the pursuit to expand his skills, he ventured into Structured Products and Investments Solutions in Private Banking Sales division of Commerzbank at the London trading desk – covering Chile, Argentina, and Uruguay. Here, Miguel focused on the distribution of structured products and market making of ETFs for the Latin American Market. Before joining AIS, was hired by Exane (BNP Group) to launch Structured Products LATAM desk in Geneva.
SERGIO ESTESO
Relationship Manager
With several years of experience in the structured products industry, Sergio joined AIS Financial Group in early 2016, as a structured products representative. With a vast professional experience in international business before joining AIS, during his work tenure in the company he has been located in AIS offices in Bahamas, Geneva, Madrid and Panama covering Latin American Markets and with a portfolio of clients focusing on Chile, Perú, Panamá, Costa Rica, Colombia and Miami.Sergio has a Degree in Business Administration from the University of Valencia, South Bank University in London (United Kingdom) and Kedge Business School in Marseille (France).
Are uncorrelated returns possible in liquid markets? The role of liquid alternatives as a diversifier
We have entered a vastly more challenging macro environment. Central banks are now primarily focused on tightening monetary policy to curb inflation, which is at levels not seen in decades. Economic growth is a second-order consideration. One of the key consequences is the breakdown in the bond/equity correlation, which left many portfolios underwater in 2022. This poses challenges for investors relying on traditional balanced portfolios, suggesting a greater reliance on other sources of portfolio diversification. We assess what the current macro environment means for asset allocation and the potential role of liquid alternatives, including our own AIMS Target Return strategy, offering benefits traditional portfolios are unable to access.
Workshop Objective: In this workshop we will explore the main themes driving portfolio construction within AIMS Target Return and strategies that aim to embed diversification outside of traditional markets.
Company Profile: Aviva Investors is a global asset manager with over $267bn* of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 14 countries. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 December 2022
Speakers
Jennie Byun
Investment Director, Multi-asset & Macro
Jennie is an investment director focusing on our multi-asset and multi-strategy capabilities. Based in London, she works closely with our portfolio managers to articulate their investment process, portfolio positioning and investment performance to clients and consultants around the world.
Jennie began her career in emerging markets fixed income research with JPMorgan NY, before relocating to London to help build the company’s commodity index business. She then moved to the investment side as strategist and execution trader for a long-only multi-asset fund, covering the fixed income and commodity portfolios.
Jennie holds a B.S. in Management Science from Massachusetts Institute of Technology and an executive MBA from London Business School.
Representatives
James Houston
Director, Global Financial Institutions and Latin America
James Houston is regional distribution head for Latin America and US Offshore at Aviva Investors. In addition, James covers the Global Financial Institutions channel globally. James joined Aviva from GAM and worked at SEI Investments as a Relationship Director within the Global Financial Institutions team.
Put the Power of Global Real Estate in Your Portfolio
Clients seeking income and diversification? Discover how Hines Global Income Trust, a non-traded real estate investment trust, has the potential to help your clients ensure the financial future they envision. Backed by Hines, a leading global real estate investment manager, Hines Global Income Trust has a diversified portfolio of quality real estate worldwide valued at $3.83B as of February 28, 2023. Learn more about the strategy behind the offering and how its enhanced structure was designed with today’s investors’ needs in mind.
Workshop Objective: An overview of global real estate, Hines Global's portfolio, strategy, performance, and a look into the sponsor, Hines. Learn: Why Hines? Why global real estate? Why Hines Global Income Trust?
Company Profile: Hines Securities, Inc., member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates with a presence in 395 cities in 30 countries as of December 31, 2022. Hines manages nearly $96B1 in high-performing assets across residential, logistics, retail, office, and mixed-use strategies. Our local teams serve 685 properties totaling nearly 216 million square feet globally. Please visit hinessecurities.com to learn more.
¹Includes both the global Hines organization and RIA AUM as of December 31, 2022.
Speakers
Mark Earley
CEO, Hines Securities, Inc.
Mark Earley is responsible for managing key Hines distribution relationships. His leadership has been instrumental in the firm’s $10 billion capital raise throughout the wealth management channel. Mr. Earley also directs the overall firm strategy and provides strategic and tactical guidance to the organization with particular focus on product development, distribution, sales management and business planning. Additionally, he serves on the Capital Markets Committee.
Representatives
Duncan Fife
Senior Managing Director of Retail and Institutional Distribution, Hines Securities, Inc.
Dugan Fife is responsible for managing the capital raising efforts for Hines-sponsored offerings across the country. He also manages all Regional Directors and is instrumental in the development of product offerings and relationships across distribution channels offered through Hines Securities. He joined the firm as one of the original Regional Directors in 2004. He was promoted to Western Divisional Director in 2007 before assuming his current role in 2010.
Hedge fund revolution: ETF like solution, Replication.
In this presentation we will speak about the origins, myths & key problems of effectively accessing hedge funds, and ways to even outperform them with new unique subsegments within the asset class such as CTAs. We will discuss about a new way to access the wider hedge fund universe, replication is revolutionizing the industry thanks to lower costs, lower minimums and having daily liquidity. Does replication make sense and can it be a more efficient way of allocating assets within the alternatives space.
Workshop Objectives: We will discuss an efficient way to access the wider hedge fund universe whilst maintaining daily liquidity, full transparency and low costs, via replication of a basket of hedge funds
Company Profile: SEI has approximately $1.3trillion AUM & AUA and delivers technology and investment solutions that connect the financial services industry.
In 2015, SEI selected DBi as the sub-advisor to the SEI Liquid Alternative Fund to enhance the risk/return profile of its clients’ multi-asset portfolios.
DBi is an innovative company in the liquid alternatives space that specialises in the efficient replication of pre-fee hedge fund returns. The firm has one of the longest live track-records and offers solutions at low-cost, in a daily liquid UCITS vehicle.
iM Global Partner is a worldwide network of investment boutiques that scours the globe for the best investment talent, with a view to creating a partnership by acquiring a minority stake in their business. DBi has been a proud Partner of iMGP since 2018.
Speakers
Alberto Martinez Pelaez
Director, Alternative Investments Specialist
Alberto has nearly 20 years of experience in the industry. Before joining iM Global Partner in 2020, Alberto was the Director Co-Head for Spain, Portugal, and Andorra while at MFS Investment Managers. He also worked at Natixis Global Asset Management, where he was Senior Sales Manager. Prior to that Alberto took the role Equity Portfolio Manager, and head of the analysis department at Banco Popular and before worked at Sales department of Invesco. Alberto started his career as a risk analyst at Daiwa Securities specialized in hedge funds for the proprietary investments and at BBVA as risk analyst. He holds a B.S. in Economics from the Universidad Complutense and is CaD by the CFA Society.
Representatives
Luis Solorzano
SVP – Distribution (LATAM & Offshore)
Luis has ten years of experience in asset management. Previously he worked at M&G Investments as Sales Manager for more than 8 years being responsible for sales and the distribution of M&G’s offshore mutual fund range in the U.S Offshore and Latam markets. Luis has BA (Hons) in Politics, Economics and Philosophy from the University of York, an MBA from the Universidad Francisco Marroquín and a Master in Corporate Finance and Investment Banking from the Instituto de Estudios Bursátiles in Madrid.
Cash is king – or is it?
High short-term rates following a series of rate hikes and turmoil in the US banking sector earlier this year prompted many to move their money into cash and money market funds. However, investors now have an attractive opportunity to lock in high yields in fixed income as an impending growth downturn raises prospects of rate cuts. In this context, Matt Morgan, Head of Fixed Income, will assess the emerging macroeconomic scenario. He will also explain why an unconstrained and flexible fixed income strategy is key to navigate the period ahead, while also emphasizing the importance of focused credit selection to avoid pitfalls from potential corporate bond defaults.
Workshop Objective: To show why it’s an opportune moment to lock-in high yields and why a flexible approach and credit selection are important for fixed income investments.
Company Profile: Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £51.4bn /$65.3bn /€59.9bn as at 30/06/2023.
Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
Speakers
Matthew Morgan
Head of Fixed Income
Matthew is Head of Fixed Income, with overall responsibility for the management of Jupiter's fixed income investment professionals, and the commercial and business strategy of Jupiter Fixed Income. Matt reports directly to CEO Matthew Beesley and is a member of the Senior Management Team.
Matt joined Jupiter in 2019 and in his most recent position was lead Investment Director across Jupiter’s fixed income and multi-asset businesses. Previously Matt spent 13 years at BlackRock, where he was a director with lead responsibility for BlackRock’s relationships with some of the UK’s largest financial institutions. Matt has a degree in History and Modern Languages and is a CFA Charterholder.
Representatives
William Lopez
Head of Latin America & US Offshore
William Lopez joined Jupiter Asset Management in July 2018, having previously been at Columbia Threadneedle in several roles across Latin America and the US Offshore.William’s responsibilities at Jupiter are focused on leading the distribution strategy in the Latin American and US Offshore markets. William is responsible for both the Institutional and Wholesale channels in the region.
William is a fully qualified Colombian lawyer from Universidad de los Andes with a master’s in international Banking & Finance from the University College of London. He also holds the Investment Management Programme from London Business School.
Santiago Queirolo
Managing Director | Uruguay
Santiago Queirolo is a founding Partner and Director of DAVINCI Trusted Partner. He is currently responsible for the distribution of Allianz GI funds for Argentina, Paraguay and Uruguay, and Jupiter Asset Management for Latin America, serving clients from private banks, regional banks, family offices, brokerage firms, investment brokers and independent financial advisors, among others. Santiago has over 20 years of experience in the industry.Prior to DAVINCI Trusted Partner, Santiago worked 9 years as Partner & Head of Intermediaries for Latin America at Compass Group. Previously, he was Sales Manager for Latin America at Aiva-Skandia for 10 years, and in the beginning of his career, he was Private Banking Assistant at Bank Boston in Uruguay.
Santiago has a Bachelor’s degree in Economics from the Universidad de la República in Uruguay and received a certificate from the Securities and Investment Institute in London.
High Quality Investments in Uncertain Times
The investment team believes that high quality companies built on dominant market positions and underpinned by powerful intangible assets can generate attractive returns over the long term. ESG analysis and active, portfolio manager-led engagement are fundamental to the investment process.
Workshop Objective: Explore Quality Investing - Long-term compounding for long term investors.
Company Profile: Morgan Stanley Investment Management offers a broad range of specialized solutions to a diverse client base that includes governments, institutions, corporations and individuals worldwide.
Our independent investment teams are empowered to think differently and strive to provide investment excellence, diversity of perspective and a comprehensive suite of specialized investment solutions. With a focus on serving clients, these teams have access to deep resources to provide value-added services and support.
Established in 1975 as a subsidiary of Morgan Stanley Group Inc., Morgan Stanley Investment Management has provided client-centric and risk management solutions to investors and institutions for more than 45 years.
Speakers
David Barnard
Executive Director
David is a portfolio specialist for the London-based International Equity team and works with North America based clients. He joined Morgan Stanley in 2008 and has 14 years of industry experience. Prior to joining the team, David was a member of the Global Emerging Markets Equity team and previously worked on the Intermediary sales team where he was responsible for leading sales efforts on the East Coast focusing on Registered Investment Advisors and Bank Trusts. David received a B.A. in political science from Furman University, with honours.
Representatives
Lincoln Gomes
Sales & Distribution Associate
Lincoln Gomes is a is a member of Morgan Stanley Investment Management’s Latin America sales team supporting the institutional and intermediary channels. He joined the firm in 2021 and has eight years of investment industry experience. Prior to joining the firm, Lincoln was an associate at JPMorgan Asset Management in São Paulo, Brazil. Lincoln received a degree in International Relations from University of São Paulo (USP).
Victor Arakaki
Executive Director
Victor is a member of Morgan Stanley Investment Management’s Latin America Sales team, supporting institutional and intermediary channels, focusing on intermediary clients in Latin America. Victor joined Morgan Stanley in 2018 and has 18 years of investment industry experience. Prior to joining the firm, Victor was at Deutsche Asset Management/DWS and was previously at HSBC Global Asset Management as Senior Product Specialist for Latin American Equities & Business Development in Latin America for both the institutional and intermediary channels. Victor received a BA in Economics from Universidade de São Paulo (USP) and MBA in Finance from Insper.