In our presentation, we review Dunas AM value proposition which is based in cross asset analysis and capital preservation. We review our multi-asset product range, with a special focus in Dunas Valor Prudente FI, our blockbuster fund that has grown from 200mm euros to over 1.5 billion euros in AuMs over the last 5 years, with a proven track record of constant positive returns, little drawdowns and low volatility.

With over a decade of track record and €3 billion AuM, OptoFlex and US EquityFlex are engineered to improve the performance of bond and equity portfolios. These liquid, UCITS-compliant funds focus on systematically capturing risk premiums to act as reliable yield enhancers in your strategic allocation.
In this session, our portfolio managers will show how these rule-based strategies generate consistent additional returns. A key advantage: thanks to an integrated tail hedge, the strategies provide extra stability precisely when markets face extreme stress.
Join us to discover how you can achieve reliable excess returns while maintaining a robust safety net for your portfolio’s most challenging moments.

Workshop Objectives: Learn how to:
•    Improve performance by systematically capturing risk premiums.
•    Remove guesswork with objective, forecast-free strategies.
•    Ensure flexibility through high liquidity and simple structures.
•    Protect capital during extreme crises with an integrated safety net.

Company Profile: FERI was founded in Bad Homburg in 1987 as Germany’s first multi-family office.
Since then, we have grown to become one of the leading multi-asset managers in the German-speaking world, with more than €60 billion of assets under management and over 280 employees at eight locations. We offer private and institutional investors something unique: first-class asset management based on our own in-depth research.
At the heart of our investment approach lies a deep commitment to alternative asset classes. Our Volatility Strategies Team is widely regarded as one of Germany’s premier units, having defined the standards for excellence and innovation within the sector.

With heightened geopolitical risk and volatility in markets, where can investors find relative safety? Fund manager Matt Russell explains how short dated credit can provide a defensive allocation in your portfolio.
Short dated credit is an asset class offering resilience to credit events and rates events. Meanwhile, it sits in a sweetspot on the credit spectrum that offers long term outperformance over cash through harvesting the credit premium. As a structural allocation, short dated credit can sit effectively alongside other fixed income holdings, stabilising the overarching portfolio throughout market cycles. M&G take a differentiated approach to short dated credit, with a global opportunity set, and access to off-benchmark positions such as floating rate notes and ABS.

Workshop Objectives: To understand how short dated credit can offer a low volatility solution within fixed income, deliver outperformance against cash over time, and M&G’s differentiated approach.

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.

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Our presentation is structured into three sections. We will begin with a general overview of our group, with a particular focus on the asset management division. We will then move on to an analysis of US equities, including the current economic backdrop and market environment. This will provide the appropriate context to introduce the presentation of our Algo Trend US fund.

Workshop Objectives: Explain the investment process, the risk management principles, and the fund’s current positioning, while providing an overview of the strategy, its performance drivers, and its potential role across the market cycle to illustrate its relevance.

Company Profile: ODDO BHF is an entrepreneurial European financial group with more than 3,000 employees and a long-term, family-driven vision. We serve over 70,000 clients, including institutional investors, corporates, distribution partners and large private clients. In total, we advise, manage and invest 156 billion euros through our four core businesses: Private Wealth Management, Asset Management, Investment Banking and Corporate Banking. Our mission is to grow and safeguard our clients’ assets through high‑quality expertise and a disciplined approach. We are strongly committed to attracting and retaining talent, notably by offering professionals the opportunity to become shareholders of the Group alongside the Oddo family. Together, they hold 90% of the share capital, fostering alignment and long-term engagement.

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