Workshops
Workshops
Why take a systematic approach to equity investing?
Overview of Acadian
The case for systematic investing
Live demo of our stock selection model
Presentation of our UCITS range
Workshop Objectives: Highlighting the benefits of systematic investing for alpha generation across equity markets. Introducing Acadian capabilities and growing UCITS funds range.
Company Profile: Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for 35 years.
As of December 30,2023, we manage €94bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies.
Speakers
Oliver Close, CFA
Senior Vice President, Director
Oliver joined Acadian Asset Management (U.K.) Limited in 2015 and is the Director of Europe, Middle East and Africa (EMEA) Client Service, personally servicing some of Acadian’s largest European and South African investors and consultants.
Further, as a leader on Acadian’s Responsible Investing Committee, Oliver also advances Acadian’s ESG efforts from the client and consultant side.
Before joining Acadian, he worked in institutional relationship management with Russell Investments Limited, focusing on some of the firm’s largest institutional clients.
Oliver earned a B.A. (Honours) in economics from the University of Leicester. He is CFA charterholder, member of the CFA Society United Kingdom and holder of CFA U.K.’s Investment Management Certificate (IMC).
Representatives
Romain Lanfranchi
Associate Vice President
Romain joined Acadian Asset Management (U.K.) Limited in 2021 and supports business development efforts. Prior to joining Acadian, he worked as a business development associate at La Française Group.
Romain earned a M.Sc. in economics from Imperial College London and is a CFA charterholder.
The Great Power Shift: from Green Industrial Policy to Green Metals
The world is facing a structural shift towards decarbonisation, creating opportunity that no investor can ignore.
To achieve these goals, governments around the world have shifted back toward industrial policy, spending large sums on the production and consumption of clean energy and electric vehicles.
At the same time, these goals are putting great pressure on materials needed for decarbonisation, from copper to uranium.
Workshop Objectives:
• Two ways investors can consider sustainability and metals exposure in their portfolios
• The key drivers of growing demand for metals
• Exposure to lower carbon intensity commodity exposure
Company Profile: HANetf was founded by two of Europe’s leading ETF pioneers with nearly 40 years combined ETF experience: Hector McNeil and Nik Bienkowski. Hector And Nik have been a pioneering force in the ETF industry for over 20 years, establishing and building successful companies including ETF Securities, Boost ETP and WisdomTree Europe.
In 2017, Hector and Nik started HANetf to provide a full ETF white-label operational, regulatory, distribution and marketing solution. Since then, HANetf becomes the leading issuer of thematic ETFs in Europe, and has been first to market with several themes, including Metaverse, space, medical cannabis, solar energy, and electric vehicle charging.
Our clients gain access to a senior team with over 300 years of combined ETF experience and a world class ecosystem of ETF service providers, working together to lower the barriers to entry, reduce costs and increase speed-to-market for asset managers.
Speakers
Tom Bailey
Head of Research at HANetf
Tom Bailey is Head of ETF Research at HANetf, which entails him staying on top of the various themes and asset classes accessible by ETFs or ETCs on the HANetf platform. He is regularly cited in the press, including the Financial Times, Reuters and The Times. Tom was previously ETF Specialist at Interactive Investor, one of the UK's leading direct investment platforms. Prior to this he was a financial journalist, covering the economy, markets and asset management. While now fully immersed in the world of ETFs, Tom previously edited the book Money Observer: Your Guide to Investment Trusts.
Representatives
Michael Srour
Head of Sales, French Speaking Regions
Luxembourg, (French-Speaking) Switzerland and Monaco. Previously, he was working in ETF sales for First Trust in London where he covered French-Speaking Switzerland and Monaco. Previously, he was working in ETF sales for First Trust in London where he covered French-Speaking Switzerland and Monaco.
Richelieu Family, picking small & mid family-owned companies in Europe
A strong 10 years track record which relies on a large proprietary data base and a demanding investment process.
Workshop Objectives :
• Anticipated rebound of small caps following over 35% underperformance against large caps over the past 3 years.
• Strengths of Family Businesses, highly valued in a market context still lacking visibility.
Company profile: Richelieu Gestion embodies the asset management and financial management expertise of the Richelieu Group.
This dual offer seeks to meet the investment objectives of investors external to the Richelieu Group (wealth management consultants, family offices, third-party management companies, institutional investors) and of the Group’s private clients, for whom this competitive positioning is a guarantee of the quality of its management offer.
Speakers
Clémence de ROTHIACOB
Fund Manager
Drawing on over 18 years of expertise in European stocks and Family Businesses, she stands as a seasoned leader in her domain. With a prestigious degree from the Institute of Political Studies of Toulouse and a Master's in Finance from Panthéon-Assas University Paris II (2004), she embarked on her journey as a Mergers and Acquisitions Associate at Close Brothers, specializing in European Small and Mid-cap companies. Transitioning to Richelieu Finance in early 2005, she honed her skills as a European equities analyst for 3 years before ascending to the role of Portfolio Manager for international equities and commodities mutual funds in 2008. At the helm of the Richelieu Family fund since its inception, Clémence has not only showcased her expertise but also delivered an impressive track record, solidifying her position as a trusted name in the industry.
Representatives
Lorenzo GAZZOLETTI
Chief Executive Officer
Stanislas Ribes de la Rochefoucauld
Investors Relations