Artificial intelligence, electrification and digitalization are driving an unprecedented surge in global power demand. Meeting this structural shift requires massive investment in energy generation, transmission networks, storage, and digital infrastructure. In this workshop, we explore how the infrastructure super cycle (fueled by decarbonization, grid modernization and data growth) is reshaping global capital expenditure. Through a disciplined, bottom-up global equity strategy, the Eurizon Fund – Global Equity Infrastructure invests in high-quality companies positioned to benefit from rising power intensity and long-term asset renewal. Combining structural growth drivers with resilient cash flows, inflation linkage and diversification benefits, listed infrastructure offers a compelling way to participate in the AI-driven transformation of the global economy while maintaining a balanced risk profile.

Workshop Objective:

To illustrate how rising AI-driven electricity demand and grid investment create long-term opportunities in global listed infrastructure, and how a disciplined equity strategy can capture this structural growth trend.

Company Profile:

Eurizon is a leading European asset manager with a strong international footprint and serves as the asset management division of the Intesa Sanpaolo Group, one of Europe’s largest banking groups. The Group operates internationally through Eurizon Capital SGR, which drives global expansion by delivering innovative actively managed strategies alongside a broad range of index solutions. In the United Kingdom, Eurizon SLJ Capital Ltd — a joint venture — provides investment and advisory expertise focused on Chinese and emerging market equities and debt, currency management and macroeconomic research. In Europe, Eurizon holds exclusive distribution of the global listed infrastructure expertise of Jennison Associates, a leading U.S. investment manager with over 50 years of experience and approximately USD 240 billion in assets under management, recognized for its deep specialization in utilities and infrastructure investing. Eurizon also operates commercial branches in Spain, France, Germany and Switzerland, serving institutional investors and distribution partners across Europe.

Europe's fragmented and diverse equity markets are marked by lower and dispersed informational coverage, creating inefficiencies from complex stock price relationships to a slower price discovery mechanism. We believe quantitative investment approaches are best placed to capitalize on these inefficiencies, transforming Europe's complexity into a systematic advantage to generate consistent, scalable alpha. In particular, we believe our proprietary data-driven process is well placed to capture these dynamic opportunities and navigate the related risks, by being diversified, differentiated, dynamic and in continuous innovation, backed by the scale and resources of Goldman Sachs. This ability is exemplified by the robust and consistent track record of our Europe portfolios, with low correlation to other managers. 

Workshop Objective:

Illustrate market inefficiencies in Europe equity through a quant lens, and provide strategies to navigate this complex investment universe, leveraging a systematic data-driven process to seek consistent and scalable alpha. 

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 $3 trillion in assets under supervision worldwide as of June 30, 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. 

Global credit markets are entering a more complex phase of the cycle, characterised by rising dispersion, tightening refinancing conditions and structural shifts across several sectors. Technological disruption, particularly in software and knowledge-based industries, is beginning to challenge previously stable credit assumptions, while parts of the private credit ecosystem are showing early signs of strain. These dynamics are creating a more volatile environment, but also one where credit dislocations and forced selling may open attractive opportunities for investors focused on deep fundamental analysis and capital structure expertise. 

Workshop Objective:

This session will examine how the evolving credit cycle is shaping the opportunity set in European special situations. In particular, we will discuss why Europe’s fragmented credit markets and relatively limited competition in smaller and mid-sized capital structures can create compelling entry points during periods of stress. Drawing on our experience investing across restructurings, dislocated secondary markets and post-reorganisation credits, we will outline how a disciplined, value-driven approach can identify attractive risk-adjusted opportunities as the cycle turns. 

Company Profile:

Ironshield Capital Management is a London-based specialist absolute-return investment manager focused on European credit markets. Founded in 2007, the firm invests primarily in stressed, distressed and event-driven credit situations, seeking to generate high absolute returns by identifying mispriced securities and capital structure dislocations through deep fundamental analysis. Its investment process combines rigorous credit research with a bottom-up approach to corporate analysis, targeting opportunities created by operational changes, restructurings and market inefficiencies across European corporates. 

A volatile political and geopolitical landscape is likely to be a permanent fixture of global dynamics going forward, bringing uncertainty to the future pathways of interest rates. In this environment, Fixed Income investing has become more complex than ever, making unconstrained bond strategies potentially appealing to investors looking for a one-stop shop solution, or diversification from more traditional Fixed Income funds.

Workshop Objective:

The team will discuss the key themes driving fixed income markets in 2026 including AI related issuance, the potential for inflation fears to return to markets and the strong demand for emerging market debt across the globe.

Company Profile:

L&G's Asset Management business is a major investor across public and private markets worldwide, with £1.117 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.

We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.

*Source: L&G, global AUM as at 30 June 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding.

Given the current market backdrop – significant uncertainty regarding the path forward for interest rates, corporate credit spreads close to all time tights, stretched equity valuations, numerous drivers of volatility on the horizon – investors are hard-pressed to find strategies that can protect against today’s market environment, without compromising the ability to generate attractive absolute returns. Hedged convertibles offer a compelling solution. Also referred to as convertible arbitrage, this unique investment strategy provides investors with a low duration, hedged credit and hedged equity exposure, that is also long volatility, thus checking the box across the board. Join this session to gain a clear understanding of how a hedged convertible bond strategy operates, how it can thrive in uncertain markets, and how you can incorporate it into your portfolio to both enhance returns and reduce risk.

Workshop Objectives:

• Review the drivers of return to a hedged convertible bond strategy and the potential for enhanced returns with reduced risk vs. traditional fixed income investments.

• Explore unique alpha opportunities within the investment space.

• Understand the strategic role that hedged convertibles can play as a unique, fixed income alternative within a well-diversified portfolio. 

Company Profile:

Lazard’s mission is to provide trusted, independent financial advice and investment solutions to our clients, backed by the intellectual capital of our firm. During our more than 175-year history, we have built a global network of relationships with leaders in business, government and investing institutions. Our distinct and prominent role in the industry affords us opportunities to engage with these key decision makers. We provide a specialized depth of knowledge and nuanced perspectives to help clients cut through the clutter and make more informed decisions. With 300+ investment professionals and offices in 20+ countries, we invest in an array of traditional and alternative investment solutions. We believe our global reach, unique identity, diverse product platform, and strong client relationships allow us to maintain our pre-eminent position in the marketplace. We are proud of the longstanding partnerships we have with clients across the globe, built upon the highest levels of excellence and integrity. 

 Investors need balance that works when markets don’t. DJE – Zins & Dividende is an actively managed, globally diversified multi-asset strategy that combines dividend-oriented equities with quality bonds to pursue resilient total returns and a smoother journey. We’ll show how dynamic allocation, rigorous bottom-up selection, and disciplined risk controls can turn multiple income sources into a robust core holding. In a world of shifting correlations and macro shocks, we’ll unpack what makes diversification actually deliver, when to lean into opportunities, and how active management can protect capital while staying invested. 

Workshop Objective:

Equip investors with a clear framework for using balanced multi-asset strategies to enhance diversification, generate stable income from rates and dividends, and benefit from active management to navigate volatile and uncertain market conditions. 

Company Profile:

DJE Kapital AG is a leading independent asset manager with around 50 years of experience and headquarters in Pullach near Munich. The firm manages approximately € 17 billion in assets for private and institutional clients, including family offices, foundations and corporates. With about 200 employees, DJE combines in‑house research and its renowned FMM methodology to deliver value‑oriented, risk‑aware investment solutions. Its product range spans equities, bonds, balanced and multi‑asset strategies, as well as over 25 mutual funds and tailored institutional mandates. DJE servces clients across Europe from offices in Pullach, Frankfurt, Cologne, Zurich and Luxembourg.