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Workshops
Workshops
Equity Income in the age of the Magnificent Seven
Even as the Magnificent Seven power the S&P500, a focus of free cash flow and dividend growth can generate not just income for clients today, but also meaningful capital appreciation. By venturing beyond the sectors that are most traditionally associated with income investing, clients benefit from:
1. Dividend growth that may outpace inflation and help maintain income in real terms.
2. Low overlap with conventional income holdings that may help diversify portfolio risk.
Richard Saldanha will explain how his team’s approach to income investing is differentiated and has delivered annualised double digit returns over the last decade whilst also achieving a very attractive portfolio dividend growth of 9.4% p.a. over the same period.
Workshop Objectives
Understand:
• How equity income may offer not only downside protection but also upside capture.
• Sectors and companies that underpin this.
• How an equity allocation can add value to income portfolios.
Company Profile: Aviva Investors is a global asset manager with over $289 bn of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 12 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 2023
Speaker
Richard Saldanha
Global Equity Fund Manager, Aviva Investors
Richard is the lead portfolio manager for the Global Equity Income strategy and co-manager for the Global Equity Endurance and Social Transition Global Equity strategies.
Richard joined Aviva Investors in 2006 and has been managing various mandates across a range of global portfolios since 2009. Before joining Aviva Investors, he worked for Punter Southall & Co in an actuarial internship role.
Richard holds a Masters in Chemistry from the University of Oxford. He also holds the UKSIP Investment Management Certificate.
Representative
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.
Leonardo Lombardi
Relationship Manager, Brazil - Capital Strategies Partners
Leonardo started his career at Oria a private equity firm focused in tech companies, working in prospecting deals and preparing companies for divestments.
In 2017 joined XP Investments as a fund sales analyst and later on focused on developing the local REIT market. Over 1.5 year led more than 40 IPOs and over $500 mn in cap raise. In 2019 he joined Capital Strategies focused in developing the Brazilian market for international managers.
US High Yield Investing & The 2024 Market
AXA Investment Managers has a long history of High Yield expertise and fund performance. In 2024, the US Dynamic High Yield Strategy will celebrate its 10th year of existence. Built on the same proprietary selection process, Dynamic has delivered strong results that offer equity-level returns in the past, along with the protection of a strong US credit strategy in down markets.
Peter Vecchio will run through the components of this strategy, while also discussing how US economic resilience and positive credit performance paved the way for a successful 2023, while looking into what’s in store for the rest of 2024.
Workshop Objective: Highlight the opportunities and market environment surround AXA IM’s US High Yield Funds and take a broader look at the fixed.
AXA Investment Managers (AXA IM) is a leading global asset manager offering a diverse range of global investment opportunities in both alternative and traditional asset classes. Through our products we aim to diversify and grow portfolios, while delivering long-term investment performance and value for clients.
Company Profile: AXA IM manages approximately €844 billion in assets, of which €480 billion are categorised ESG-integrated, sustainable or impact, as at the end of December 2023. We are committed to reaching net zero greenhouse gas emissions by 2050 across all eligible assets, and to integrating ESG principles across our business, from stock selection to our corporate actions and culture.
Speaker
Peter Vecchio
Senior US High Yield Portfolio Manager
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Peter is a Senior US High Yield Portfolio Manager with AXA IM. He is also a member of the US Short Duration High Yield Working Group, which is responsible for the management of our US short duration high yield portfolios.
As a US Short Duration High Yield portfolio manager, Pete is involved in the daily management of short duration high yield portfolios across a variety of mutual funds and mandates.
Representatives
Rafael Tovar
Director, US Offshore Wholesale Distribution Sales
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Rafael Tovar is Sales Director for the Americas at AXA Investment Managers, responsible for the wholesale and retail segments in the US Offshore and Latin American markets. Over the last 15 years, Rafael has developed deep market experience in the region, with a focus on the technology, high-yield credit, and sustainable investment sectors for institutional and private clients . Rafael holds an MBA from the Wharton School of Business.
Santiago Sacias
Managing Director, AMCS group
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Santiago is a managing partner at the AMCS Group for South America, based in Montevideo. Previously he was a regional manager for Old Mutual Global investors, covering the southern cone of Latin America. He has over eight years’ experience in different roles in the financial services industry.
Accessing Opportunities in the Private Markets with Blue Owl
Investments in private market assets have long been utilized by large institutions for their potential portfolio-enhancing attributes. With the advent of new structures that may be better suited to individuals, the private markets represent an investment opportunity that continues to grow at a rapid pace.
Across a range of asset classes and strategies, investments in the private markets can offer a range of potential benefits including attractive returns, increased income, reduced volatility and enhanced diversification.
Through three differentiated investment platforms in Credit, Real Estate and GP Strategic Capital, Blue Owl offers individuals access to the same quality alternative investments experience as the largest institutions.
Workshop Objective: Education on the investment opportunity in alternative investments and access points offered by Blue Owl
Company Profile: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $165 billion in assets under management, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 600 experienced professionals across 10 offices globally, Blue Owl brings the vision and discipline to create the exceptional.
Speaker
Sean Connor
President & CEO of Global Private Wealth
Sean Connor is a Managing Director at Blue Owl and the President & CEO of Global Private Wealth. In his role, Sean is at the forefront of Blue Owl’s private wealth initiatives globally and oversees fund formation and product structure innovation, capital raising, and client servicing. In addition, Sean oversees business development, marketing, and operations for Private Wealth at the firm.
Felipe Manzo
Principal
Felipe Manzo is a Principal at Blue Owl and member of the Private Wealth Team. In his role, he focuses on leading the business footprint and presence in Latin America.
Before Joining Blue Owl, Felipe was an Executive Director at Santander where he led due diligence and distribution of private markets funds for the global private bank.
Adarsh Dasika
Managing Director
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Adarsh Dasika is a Managing Director at Blue Owl and member of the Private Wealth Team. Adarsh serves as the Head of International Strategic Partnerships and is based in New York. He is responsible for managing the firm's strategic distribution partnerships in non-US markets.
Smaller companies are currently cheap, but are they cheerful?
Smaller companies typically trade at a premium to their large cap counterparts. However, the past five years has seen a reversal of historical trends. In his presentation, Scott will look at the drivers of this move and discuss to what extent the valuation discount is justified. He will look at the best way to approach smaller company investing in the current environment and highlight why the asset class remains an attractive diversifier to a traditional equity allocation.
Company Profile: At Columbia Threadneedle Investments, we offer investments to make a difference to your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US $584 billion. With over 2,700 people – including more than 650 investment specialists – spanning the world. But for us, a global perspective is about more than numbers; it is about the smarter advantage we create when we bring our teams’ insights together. We’ve built our diverse expertise and on-the-ground knowledge into our investment processes and solutions, covering almost every asset class and market. We have over 200 research associates around the globe, and proprietary tools harnessing big data and next generation analytics.
Speaker
Scott Woods
Portfolio Manager
Scott Woods is a portfolio manager within the Global Equities team. Scott joined the Global Equities team in 2015 as an equity analyst with responsibility for researching small cap companies, focusing in particular on US small caps. He is now lead portfolio manager for the Threadneedle Global Smaller Companies strategy. Before joining the company, Scott spent three years with Ecclesiastical Investment Management, an SRI-focused asset manager, where he worked as an investment analyst within the global equities team. Scott holds a Masters degree in Chemistry from the University of Oxford. He also holds the Chartered Financial Analyst designation and the Investment Management Certificate.
Representatives
Rubén García Paez
Country Head, Iberia&Latam
He joined the company in 2006 as Head of Iberia and Latin American Distribution. Prior to this, Ruben was Country Head of Iberia and Latam markets at American Express Asset Management. He started his career in 1996 with Fidelity Investments International, as an Institutional Sales Director for Iberia. Ruben holds a BA in Economics and Law from ICADE Madrid and a Masters in Marketing from ESC Lyon
Santiago Zarauza
Sales Director, Latam
Sales Director for Institutional and Wholesale distribution in Latin America since 2016. Prior to this, he spent 2 years as Head of Latam Institutional Distribution at HMC Capital, where he joined from JPMorgan Asset Management where he worked for over 14 years holding different positions in Madrid, NY, Sao Paulo and Santiago de Chile. He obtained a Bachelor’s Degree in BA and Management by CUNEF
US High Yield: Looking beyond the Ratings
The first thing most investors think of when they hear about bond quality is a rating agency’s grade. The letter grades that agencies assign to an issuance’s creditworthiness remain the most pervasive means of fund valuation. But this is not the only way to define quality. You can also define quality with regard to the quality of an issuer’s underlying business. Business quality and rating-agency quality are fundamentally different, and understanding the different definitions of quality and how they are applied to portfolio construction is a very important aspect to USHY fund selection.
Workshop Objective: Understand the difference between ratings-agency quality and business quality and how they can be applied to USHY portfolio construction.
Company Profile: Federated Hermes, Inc. is a leading $758 billion global investment manager. Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes offers world-class investment management and engagement services. Our products span equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies.
Speaker
Thomas Scherr
Lead Portfolio Manager, Federated Hermes US High Yield Credit Fund
Thomas Scherr is a portfolio manager and senior investment analyst. He is responsible for portfolio management and research in the fixed income area, concentrating in the domestic high-yield sector. He joined Federated Hermes in 2006 and has more than 15 years of investment experience. His previous roles include Assistant Vice President of Treasury Analytics at Bank One/J.P. Morgan Chase and Credit Card Officer at Bank One Card Services. Thomas is also a member of the CFA® Investment Management Society of Pittsburgh. Thomas earned a bachelor’s degree from Lehigh University and his MBA from Carnegie Mellon University.
Representatives
Phil Judson
Head of Latin America & US Offshore
Philip Judson, Senior Vice President, is head of Latin America and US Offshore distribution. Philip joined Federated Hermes in 2021 in a newly created role leading the firm’s US Offshore business and in July 2023, assumed oversight of the Latin America region. Philip is responsible for the business development of the firm’s UCITS product distribution through Latin America based institutions and intermediaries as well as US based wealth management platforms with an international, non-resident client business. Prior to Federated Hermes, Philip was with JPMorgan Asset Management between 1998 and 2020.
Jaime Getz
Senior Regional Consultant
James F. Getz Jr. (Jaime) has been with Federated Hermes since he graduated from La Roche College in Pittsburgh with a B.A. degree. Starting with internal sales, he quickly moved into a dedicated Edward Jones team in Florida, Alabama, and southern Georgia. Then Jaime transferred to the broker dealer team. He was promoted to Vice President and then Senior Vice President during the 20+ years with Federated Hermes. Jaime has been honored to be a Chairman’s Club member several times and holds industry licenses in 6, 7, and 66.
The Gold Standard of Private Credit
Direct lending strategies are designed to be non-correlated and provide income across most macro environments. This session will give investors an overview of core middle market direct lending and the attractive features this asset class offers from a 30-year historical perspective. It will take participants through the direct lending canvas including tailwinds, opportunity set, and advantages versus other forms of alternative fixed income vehicles. The interactive session will allow participants to learn and ask detailed questions with our expert team and to look at Golub Capital’s track record and offerings.
Workshop Objective: To provide a deep dive into the direct lending landscape and how investors can take advantage of consistent premium returns while mitigating interest rate risk and credit risk.
Company Profile: Golub Capital is a market-leading, award-winning direct lender and experienced credit asset manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.
As of January 1, 2024, Golub Capital had over 875 employees and over $65 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in New York, Chicago, Miami, San Francisco, London, Seoul and Hong Kong. For more information, please visit golubcapital.com.
Speaker
Joe Bredemann
Associate Director
Mr. Bredemann joined Golub Capital in 2015 and is an Associate Director on the Product Specialist team. He is responsible for supporting business development and investor relations as a subject-matter expert for the Firm’s private funds. Prior to joining Golub Capital, Mr. Bredemann was a Manager at Continental Advisors, where he held several roles in accounting, business development and equity portfolio diligence. Prior to this position, he worked at Grant Thornton as a Senior Associate on the Audit Services team, where he engaged on financial statement audits for firms in the Financial Services sector. Mr. Bredemann earned his BBA in Accounting and Marketing from Marquette University. Mr. Bredemann is also a CPA and has earned the right to use the Chartered Alternative Investment Analyst (CAIA) designation.
Representatives
Tom Burt
Managing Director, Head of Private Wealth Americas
Mr. Burt joined Golub Capital in 2022 and is a Managing Director and Head of Private Wealth Americas within the Investor Partners Group. He is responsible for overseeing Golub Capital’s distribution, marketing and client service activities in the private wealth channel in North and South America. Prior to joining Golub Capital, Mr. Burt was a Managing Director in the U.S. Wealth Advisory business at BlackRock, where he was the Head of Alternatives Distribution. Prior to this position, he was a Managing Director and National Sales Manager for the Wirehouse channel at BlackRock. Previously, Mr. Burt worked in several leadership roles at BlackRock, including as National Sales Manager for the Bank channel and the Private Client and Institutional team. Prior to that, Mr. Burt worked at Nuveen Investments in various sales and distribution roles. Mr. Burt earned his BA in International Relations from The University of Virginia. Mr. Burt is a CFA® Charterholder and is a member of the CFA Institute and the Philadelphia Society of Financial Analysts.
Karim W. Salazar Antoni
Director, Offshore Private Wealth & Institutional Latin America
Mr. Antoni joined Golub Capital in 2023 and is a Director in Private Wealth Americas within the Investor Partners Group. He is responsible for managing existing and new client relationships in the private wealth and institutional channels for the Firm in the U.S. Offshore and Latin America regions. Prior to joining Golub Capital, Mr. Antoni was a Director in the Institutional Client group at Lazard Asset Management, where he was responsible for developing the U.S. and Latin America offshore wealth business. Prior to this position, he worked at BlackRock, where he delivered the Firm's capabilities to the international wealth segment. Prior to that, he held various positions at Morgan Grenfell, part of the Deutsche Bank Group, where he was responsible for developing the Latin America Institutional business.
Equity returns with debt like risks in the US Real Estate Market
First, we`ll present unique co-investment opportunities with Inter&Co in partnership with Resia, a subsidiary of MRV&Co, in the Multifamily Real Estate Development in the USA.
Resia was founded in 2012 with the mission to redefine multi-family housing through a unique vertically integrated model and has delivered more than 3,000 units and 12 projects with an average IRR of 40.9%.
Additionally, to the risk management and governance focused on investors, Inter&Co funds have an exclusive Put Option of 8% on each project level that boosts the risk adjusted return to investors.
Second, we`ll talk about Inter&Co US Mortgage strategy, with 6 years steady monthly income and 7% annual return track record. The strategy follows strict risk management guidelines that are:
- Portfolio diversification (average ticket US$ 250k)
- Only first mortgage lien
- Investment secured by 130% colateral in housing real estate
- Underwriting by Inter US Finance’s exclusive proprietary model
- Loans concentrated in the most liquid segments (<US$ 600k)
Workshop Objective: To introduce Inter&Co and its products to investors.
Company Profile: Inter&Co (Nasdaq: INTR) is the premier Super App in Brazil, providing financial and digital commerce services to over 30 million clients in Brazil and United States with a complete range of solutions in investments, credit, insurance, cross-border services and e-commerce.
Inter&Co was founded in 1994 with a complete portfolio of mortgage, construction financing, and home equity, shifting the strategy to digital bank In 2015.
Our real estate DNA transcends Inter&Co and dates back to 43 years of history with the creation of MRV, the largest construction company in Latin America with more than 500,000 apartments delivered and presence in Brazil and United States (23 cities).
Speakers
Felipe Bottino
CIO
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Felipe Bottino is a seasoned investment and business leader with over 15 years of experience driving innovation and growth across various industries. He is currently the CIO of Inter&Co.
Throughout his career, Felipe has demonstrated a passion for identifying and capitalizing on emerging market opportunities. His proven ability to develop strategic plans, build high-performing teams, and achieve operational excellence has positioned him for success in various ventures.
Felipe's experience spans across technology, finance and consumer goods. Previously, he held leadership roles at Santander and PI Investimentos, where he spearheaded initiatives that resulted in considerable growth and market innovation.
Representatives
Andre Cardoso
Head of Wealth Management
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Andre Cardoso has over 20 years of experience in the financial markets. He has spent more than a decade on the asset management and the proprietary trading desk of BTG Pactual and more than six years at Leste Group and Aliya Capital Partners. This experience allows Andre to combine his expertise in managing capital at the highest level with sales experience to better serve clients of the wealth management division.
Robert Awerianow
Analyst
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Awerianow has 20 years of experience in financials, at Inter works with offshore funds. Extensive experience in offshore, private, and trading. Some previous positions include institutional representation at Anbima, product manager at Votorantim and trader at Bradesco. Participated in the first issuance of COE in Brazil and adequation to MiFID protocol. Holds an Executive MBA in Finance from Insper and degree in Business Administration. Commitment to social responsibility with philanthropic.
Genuine diversification: an alternative approach to global equities
Amadeo Alentorn, lead investment manager, Jupiter Systematic Equities, will tackle the long-term problem investors face in finding diversification, and the dangers of over-reliance on one asset class when markets are dependent on difficult-to-predict macro events. He will detail how an investment process can be designed to deliver across varied market environments, and how a long-short market neutral equity approach can avoid exposure to the direction of the market. He will discuss how to avoid the dangers of investment style bias and the pitfalls of an inflexible investment style wedded to just one style, such as value or growth. He will share insights from his team’s recent research and give his analysis of the current market environment for global equities.
Workshop Objective:
How different asset classes are correlated, and the effect of this on diversification. How market neutral investment works in practice. The importance of investment styles, such as value and growth.
Speaker
Amadeo Alentorn
Head of Systematic Equities
Amadeo is an Investment Manager in the Systematic Equities team. Before joining Jupiter in July 2020, Amadeo worked at Merian Global Investors and at Old Mutual as a portfolio manager and Head of Research. Amadeo joined the systematic equities team in 2005. Prior to this, he worked for the Financial Stability Group at the Bank of England, developing simulation models for systemic and liquidity risk for the Financial Stability Group. Before this, he was a software developer for CAD systems and robotic applications. He began his investment career in 2004. Amadeo has a BEng in Robotics from the University of Plymouth, an MSc in Computer Science, and a PhD in Computational Finance from the University of Essex. He is a CFA® charterholder.
Representatives
William Lopez
Head of Latin America and 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.
Fixed maturity investment at the dawn of rate cuts
Global markets are experiencing unprecedented times: two ongoing armed conflicts in Gaza and Ukraine, the Red sea crisis and its implications for global trade and the world economy, months of galloping inflation and at last a light at the end of the tunnel with probable rate cuts to come within the next months. Will central banks cut rates faster or more aggressively than anticipated and what opportunities lie ahead in terms of sectoral, geographic and credit rating allocation? La Française, a long-standing expert in fixed maturity investments, will close the loop, addressing all issues relevant to dated investment strategies.
Workshop Objective: Akram Gharbi will detail the mechanics of the fixed maturity investment strategy and elaborate on why it is particularly well adapted to today’s economic and financial contexts. Additionally, he will explain how La Française AM continues to innovate in the fixed maturity arena by leveraging on its financial bonds expertise and with the integration of potential performance boosters.
Company Profile: Identifying the drivers of change and understanding how they will shape global growth and ultimately influence the long-term performance of financial and real estate assets is at the heart of La Française's mission.
The group uses its innovative capacity and customer-focused technology to design investment solutions that combine performance and sustainability.
Structured around two business lines, "Financial Assets" and "Real Estate Assets", La Française serves institutional and wealth management clients in France and abroad.
La Française manages over €45 billion in assets through its offices in Paris, Frankfurt, Hamburg, London, Luxembourg, Madrid, Milan, Seoul and Singapore (30/06/2023)
La Française is a member of Crédit Mutuel Alliance Fédérale, which has long-term ratings of A+/Aa3/AA- from S&P (11/2023), Moody's (07/2023) and Fitch (10/2023).
Speaker
Akram Gharbi
Head of High Yield Investment, La Française AM
Akram Gharbi, Head of High Yield Investment, has over 17 years of experience in asset management. Akram began his career with UFG (La Française) in 2006 as a Real Estate Analyst before being appointed fund manager. After five years in real estate, Akram joined the credit fund management team of La Française AM in 2011 as a High Yield credit Analyst. After a series of promotions, Akram was appointed Head of High Yield Investment in 2021. Akram holds a Master of Economics from Dauphine University (Paris) and a Master of Corporate Finance from the Conservatoire National des Arts et Métiers (CNAM).
Representatives
Gerardo Duplat
Head of Business Development LATAM, Middle East and Europe, La Française
Gerardo has 18 years of experience in the asset management industry beginning in 2005 with BBVA Colombia and thereafter with BAREP AM in Paris. In 2006, he joined ADI Alternative Investments as International Sales Manager (Spain & Italy). Gerardo joined La Française in 2009. Gerardo holds a Master of Finance and Strategy from the Institut d'Etudes Politiques de Paris.
Julián de la Cuesta
Sales Manager Iberia & LATAM, La Française
Julián has 16 years of experience in the asset management industry, beginning in 2008 with Schroder Investment Management North America as Internal Sales Director before being promoted in 2015 to Offshore Sales Director. In 2018, Julián joined AON in Madrid as a Senior Consultant. Prior to joining La Française in 2020, Julián was a Senior Product Specialist for Allfunds Bank in Spain. Julián holds a Bachelor of Sciences in Management from Saint John’s University (New York).
Opportunities in high yield credit today
Though spreads are relatively tight versus historical standards, fundamentals in the market remain strong. Credit quality is up and defaults, in general, are expected to remain relatively low. The absolute yield, now just shy of 8% looks compelling.
Workshop Objective:Identify where the opportunities may be and what to avoid.
Company Profile: New York Life Investments is comprised of the affiliated global asset management businesses of our parent company, New York Life Insurance Company (New York Life). With $687 billion in Assets Under Management as of September 30, 2023 we offer clients access to specialized, independent investment teams through our family of affiliated boutiques. New York Life Investments is partnering with Candriam and Mackay Shields to offer UCITS Funds in the US Offshore markets. All funds are available on the All Funds and Pershing platforms.
Speaker
Jim Farrell
Managing Director, Mackay Shields
James joined MacKay Shields in 2002 from Jennison Associates, a subsidiary of Prudential Global Asset Management, where he was most recently Vice President in the private client group. Previously, he was Vice President at Bear Stearns & Co. Inc. and earlier in his career James was with Kidder, Peabody & Co. Inc. as well as Shearson Lehman Brothers. James received a BSBA from the New York Institute of Technology and has been in the investment management industry since 1987. Jim is an active member of The Investment Management Consultants Association (IMCA) and has received the CIMC designation.
Representatives
John Viglione
Senior Advisor Consultant
Matt Scheer
Director, Global Relationship Management
A purist quality approach to US equities
The US stock market outperformance in recent years has been deserved based on its underlying fundamentals. In essence, it is the highest quality market in the world. However, much of this outperformance has been driven by a small number of companies, masking several long-term secular growth opportunities throughout the US that remain relatively underappreciated. Ninety One’s Bradley George explains why a differentiated quality approach - selecting niche leaders with dominant market positions and more resilient revenue streams - has helped American Franchise deliver significantly greater profits growth than the S&P 500, in addition to offering protection in more challenging times.
Company Profile:
Investing for a world of change
Ninety One is an active, global investment manager managing $158.3 billion in assets (as at 31.12.23). 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.
Speaker
Bradley George
Investment Director - Equities
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Bradley is an Investment Director for Equities at Ninety One. In this capacity, he is responsible for articulating the investment philosophy, process, strategy and performance of Ninety One’s Quality strategies to Institutions and Advisors across the Americas. Bradley joined Ninety One in 2006 as Head of the Natural Resources investment team and served as lead Portfolio Manager for 10 years. His significant asset class and investment experience span 23+ years.
Bradley joined Ninety One after spending seven years at Goldman Sachs where he was as an executive director in the Commodities Division and spent time in the Investment Banking Division on natural resources and consumer staples M&A transactions, based in both London and South Africa. Before that, he spent three years at KPMG in the Financial Services Division within the Treasury Advisory Group, offering clients consultancy advice on financial derivatives risk management.
Bradley graduated from the University of Cape Town with an Honors degree in Business Science in 1994. He completed his Postgraduate Diploma in Accounting (PGDA) from the University of Cape Town in 1995. In 1998 he was awarded the Chartered Accountant designation..
Representatives
Richard Garland
Managing Director
Richard is based in New York and joined Ninety One in 2006. He is a Managing Director and oversees Ninety One’s Global Advisor business and is head of our Global Financial Institutions Group. He is also responsible for our business in South America and our North American Advisor business. Richard originally joined Ninety One to head up the Americas and subsequently ran our business in Europe and our advisor business in Asia.
Mayra Cruz
Sales Director
Mayra joined the US office of Ninety One as Regional Director in 2010 to expand Ninety One's Americas and offshore businesses. Prior to Ninety One, as senior vice president, Mayra was responsible for developing and expanding the sales and distribution for Skandia Global Funds in the Americas region. Her responsibilities included sales, distribution and management of sales in order to increase penetration within the investment intermediaries. Mayra holds a BBA from Pace University.
Jose Aramendia
Sales Representative, Compass
Mr. Aramendía is Sales Associate of Intermediaries in Uruguay office. Prior to joining the firm, Mr. Aramendía was Advisory Senior Associate at Price Waterhouse Coopers, in M&A sector.
Mr. Aramendía holds degrees as Certified Public Accountant and Licensed in Business Administration both from Universidad de Montevideo in Uruguay. He is CFA Charterholder.
Patricio Grez
Sales Manager - Americas Client Group
Patricio is a sales manager within the Americas Client Group at Ninety One, with a focus on cultivating relationships with Financial Advisors, while raising & retaining assets into Ninety One’s mutual funds and SMAs in Florida and the Caribbean.Before joining the firm, Patricio was a Sales Manager at Compass Group responsible for developing and expanding the sales and distribution for Wellington Management and Wisdomtree ETFs in the Americas region, covering the US Offshore market from Miami, Florida. Patricio began his career with Compass Group in Santiago, Chile where he was responsible for the sales of Ninety-One funds and other managers for the Chilean market.
Patricio graduated from Adolfo Ibanez University with MSc in Strategic Business Management and Business and Economics.
High Yield Bonds: Differentiated yield in a fully valued investment landscape
In today’s market, most risk assets are richly valued, and credit spreads are tight across asset classes. The Fed is constrained by persistent inflation, thus a rate cut-fueled tailwind supporting fixed income may prove to be a gentle breeze rather than the hoped-for gale force conditions. With yields approaching 8%, high yield bonds stand out as a source of potential total return in an uncertain investment environment.
Attendees will leave the session with a better understanding of:
- High yield’s carry-driven total return potential, despite relatively tight spreads and waning expectations for lower US Treasury rates
- Supportive fundamentals and technical factors buoying the high yield market
- The importance of credit selection in tight spread, slower growth investment conditions
Speakers
Brett Collins
Executive Director, Client Portfolio Manager NCRAM (Nomura Corporate Research and Asset Management Inc.)
Brett Collins, CFA, is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021 and covers High Yield, Emerging Market Debt, and Multi-Asset Credit strategies. Prior to this role, Brett held a variety of positions at State Street Global Advisors, including Quantitative Equity Client Portfolio Manager and Chief Operating Officer of the firm's Investment Solutions Group. Brett also worked at NCRAM from 1996 to 2004 as an Analyst with the firm's Emerging Market Debt team. He holds an M.B.A. in Finance and International Business from Columbia Business School and a B.S. in Finance/Investments from Babson College. He is a CFA® charterholder and a member of the CFA Institute.
Representatives
Dávide Zur Goldstaub
Business Development Director Nomura Asset Management
Davide joined Nomura Asset Management (NAM) in 2007 as a Business Development Director covering Southern Europe. He is responsible for Switzerland, Italy, France, Spain, Portugal, Belgium, Luxembourg, Greece, Cyprus and Israel. Also, he oversees other key markets in Latin America and US Offshore. Davide is fluent in several languages including Spanish.
Ignacio Baselga Goicoechea
Head of U.S. Offshore Third Party Distribution of Funds, BTG Pactual Miami
8 years of banking experience between Madrid, London and New York. 5 years of fundraising and fintech sales in U.S. and LatAm.
Offshore ETFs: analyzing volumes, spreads, and trading best practices
Many investors in Latin America and US Offshore are increasingly utilizing UCITS ETFs as low-cost, diversified, and targeted solutions in portfolios. We’ll provide helpful insights on how to assess the liquidity of offshore / UCITS ETFs compared to US ETFs, and discuss trading strategies across various platform types.
Workshop Objectives
Learn how to:
• assess UCITS ETF liquidity and trading strategies
• quantify the potential tax efficiency of UCITS ETFs for non-resident clients
• implement international equity and Artificial Intelligence thematic investing strategies
Company Profile: Xtrackers ETFs by DWS is the world’s 8th largest ETF provider, and 3rd largest UCITS ETF provider, with $210bn in AUM (Morningstar, 31 Jan 2024). Xtrackers offers over 250 ETFs across various asset classes, including equity, fixed income, and commodities; and across strategies such as thematics, equal weight and currency hedged. With its growing number of Accumulating share class and Mexico cross-listed UCITS ETFs, Xtrackers is playing a key role in the development of the Latin America and US Offshore ETF ecosystem. Xtrackers is part of DWS which has $986bn in AUM (DWS, 31 Dec 2023) across Europe, the Americas and Asia.
Speakers
Jamie Hartley
Head of ETF Capital Markets, EMEA and APAC
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Jamie Hartley is the European Head of the ETP Capital Markets team within Xtrackers by DWS Passive Systematic Investment Solutions division, which he joined in 2019. Jamie has been in the industry for over 13 years with his ETF journey starting at Deutsche Bank as an ETF trader where he was market making ETFs on exchange and OTC. Jamie transitioned to the Issuer side at Xtrackers in 2019 managing trading ecosystem partnerships and assisting clients in asset allocation implementation.
Representatives
Dean Allen
Senior Xtrackers Sales Specialist, US Offshore
Dean Allen is the Sr. Xtrackers Sales Specialist for US Offshore. He joined DWS in 2021 and has 18 years industry experience. Before joining, Dean was responsible for wirehouse, private bank, IBD and RIA clients in US Offshore (UCITS ETFs and mutual funds) at Vanguard. Previously, Dean was head of product management and ETF capital markets for Vanguard Investments Canada based in Toronto; and held various roles in ETFs and distribution in international and US businesses. BS in Finance from University of Maryland.
Salvador Gomez
Head of Xtrackers Sales - LatAm & US Offshore
Salvador Gomez is Head of Xtrackers Sales for Latin America & US Offshore. He joined DWS in 2013 and has 32 years industry experience. Before joining, Salvador was Global Head of ETFs at BBVA. Before that, he was country manager in Mexico at BlackRock. Previously, he was responsible for sales and marketing for institutional clients and distributors at ING Investment Management, and worked in corporate and investment banking at Banco Santander (Mexico). BA in Accounting (Concentration in Finance), Ibero-American University; CIMA.
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Dr. Dana Sinclair
Dr. Dana Sinclair is a licensed psychologist and holds doctorates from the University of Cambridge and the University of Ottawa. She is a Clinical Assistant Professor with the Faculty of Medicine at the University of British Columbia and a member of the American Psychological Association.
She works with professional athletes and teams in the NFL, MLB, NBA, WNBA, NHL, MLS, IndyCar, WTA, PGA, and the Olympics. She also works with surgeons, students, executives, parents, coaches, and performance artists — actors, musicians, and more.
She is the author of the book Dialed In: Do Your Best When It Matters Most (Simon & Schuster, January 2024).
Platform Sponsor
Workshops
Euroclear
With Euroclear FundsPlace®, fund management companies and investors can benefit from a single point of access to more than 450,000 funds across asset classes: mutual and money market funds, alternative funds (hedge and private market funds) and ETFs.
Euroclear FundsPlace® provides access to a wide range of funds services including trading & custody, distribution, data services and operational due diligence), to deliver risk-mitigation, automation and efficiency at scale.
The Euroclear group includes Euroclear Bank – which is rated AA by Fitch Ratings and Standard & Poor’s – as well as Euroclear Belgium, Euroclear Finland, Euroclear France, Euroclear Nederland, Euroclear Sweden, Euroclear UK & International and the fund platform MFEX.
Representatives
Nicolas Hausseguy
Head of Fund Sales and Relationship Management for the Americas & Global Financial Institutions
A senior leader and part of Euroclear’s Commercial team, Nicolas is responsible for the investment fund relationships with the largest Euroclear clients.
Nicolas has over 15 years of experience in the financial industry. Prior to re-joining Euroclear in August 2022, Nicolas had product management roles at BNY Mellon and business development responsibilities at Finastra.
Nicolas is fluent in English, French, German and Spanish.
Olivia Hillgarth-Williams
Fund Sales and Relationship Manager
Olivia Hillgarth-Williams is Fund Sales and Relationship Manager for the Global Financial Institutions & Americas team at Euroclear.As part of Euroclear’s Commercial team, Olivia is responsible for building prosperous alliances with Euroclear’s largest clients for their Funds business.
Olivia has over 10 years of experience in the international financial industry. Before joining Euroclear, she held positions at Jupiter AM in Business Development, Sales and Marketing, and at Rize ETF was responsible for building out their Sustainability Policy ay both the firm and fund level.
Olivia is fluent speaking in English, French and Spanish.
Sponsoring Groups
Workshops
ACP Group: ACP is a boutique investment bank headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Santiago, Lima, and Montevideo. The group has been in the market for over eighteen years focusing on Wealth Management, Sales & Trading, and Alternative Investments.
Speakers
Esteban Endere
Managing Partner
https://www.linkedin.com/in/estebanendere/
Co-founder of ACP in 2006 and has led the growth and diversification of the Firm. Previously, he was part of Dominick & Dominick in New York as a Managing Director on the private wealth business. He holds a degree in Business Administration from Georgia College.
Piero Siveroni
Partner
https://www.linkedin.com/in/pierosiveroni/
Leads Institutional Sales & Trading for the Firm. Previously, he was a Director of Institutional Fixed Income Sales at Wells Fargo Securities and held senior positions at Bank of America Merrill. He received an MBA from the Arthur D. Little School of Management at Boston College and an MS in Engineering from Univ. of Lima.
Ezequiel Bidau
Partner
Involved in Sales & Trading as well as growing the Firm’s Private Wealth division. Previously, he had senior positions at various firms including Prudential Securities, Banco Mariva and Raymond James.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 30 September 2024
Speakers
James Houston
Sales Director: Global Financial Institutions & LATAM
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.
Founded in 1985, Bolton Global is the premier independent broker-dealer serving international and domestic clients with comprehensive wealth management capabilities. Bolton is a leader in providing access to US and global financial markets for Latin American and European Investors. For 40 years, Bolton has provided innovative solutions and unparalleled service to wealth managers and their clients. Bolton has more than 16 billion in assets under management as of October 2024.
Speakers
Ray Grenier
Chairman
Ray Grenier is the Founder and Chairman of Bolton Global Capital. Established in 1985, the firm has developed as a premium platform for successful financial advisors to transition to the independent business model. With over $16 billion in assets under management, Bolton is a leading independent broker dealer and RIA for financial advisors serving an international clientele, with affiliates throughout the US, in Latin America and Europe. Grenier is a lawyer and graduate of McGill University and holds an MBA from the Telfer School of Management.
John Cataldo
Chief Legal Officer, BSC & BCG Chief Administrative Officer
John Cataldo serves as Chief Administrative and Legal Officer of Bolton Global Capital and Bolton Global Asset Management. He joined Bolton in November 2023 after serving as the company’s outside counsel for many years before that. Immediately prior to joining Bolton Global, Mr. Cataldo was formerly a founding member, President and Chief Legal Officer at a national registered investment advisor. As a member of Bolton Global’s executive management team, Mr. Cataldo oversees administrative and legal matters for the company.
Steve Preskenis. Esq
CEO
Steve Preskenis is the CEO of Bolton Global Capital and its affiliated SEC RIA, Bolton Global Asset Management (collectively “Bolton”). Bolton is the leading independent global wealth management firm in both the Miami marketplace and the US financial services industry. Steve oversees all day-to-day Bolton operations and served previously as Bolton’s President and General Counsel from 2008 to 2024. Steve has worked in the industry since 1998, is a licensed attorney and holds various FINRA licenses.
Representatives
Speakers
Joaquin Frances
Joaquin Frances is a seasoned European executive with a prolonged career in banking and finance, spanning over four decades. He began his professional journey at Banco Sabadell, where he rose through the ranks, initially in Spain, then in the U.K., and ultimately in the United States, where he held the position of General Manager. Throughout his career in the U.S., he led banking branches, registered investment advisors, and broker-dealers, building a reputation for dedicated leadership and strategic insight. Today, Joaquin is the CEO of Boreal Capital Management LLC and Boreal Capital Securities LLC, overseeing the company’s operations and growth. He holds a degree in Business Administration, an MBA, and holds an FRM certification. Currently, he is further enhancing his expertise by pursuing accreditation in Risk in Artificial Intelligence.
First Trust was established in 1991 with a mission to offer trusted investment products, advisory services, research and results. We are continuously inspired by how financial professionals and their customers use our products and services to define goals, solve problems and develop long-term strategies. Our approach to investing is simple, and our company was built with these core principles in mind:
- Know what you own
- Invest for the long term
- Employ discipline
- Rebalance
We take these investing principles into consideration in all aspects of our business. We have a relentless focus on the needs of financial professionals and their customers in fulfilling our mission to provide original ideas, inventive products and the highest level of service.
Speakers
April Reppy Suydam
Head of Latin America Sales & Distribution
April Reppy Suydam is Head of Latin America Sales & Distribution at First Trust Portfolios. She has nearly two decades of experience in the financial services industry. Her tenure across global business development at both Vanguard and First Trust includes leading risk assessments and strategic projects, supporting the development and launch of products in both US & UCITS ETF structures, and managing sales teams globally. Beyond her international experience, April has supported both retail and institutional clients in the U.S.
Justin Appel
Vice President | ETF, SMA, and Direct Indexing
With over a decade of experience in the finance industry, Justin Appel has built a distinguished career working with renowned firms such as Merrill Lynch, American Funds, and Natixis Investment Managers. Since joining First Trust in 2024, Justin has focused on covering the Miami market and serving U.S. offshore clients, leveraging his expertise to drive success in these key areas.
Jim Phillips
Senior Vice President | RIA & Institutional Investments
Hines Private Wealth Solutions LLC, member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and management firm. Founded in 1957, Hines has built a reputation as one of the world’s leading commercial real estate firms, with a presence in 398 cities in 31 countries as of June 30, 2024.
Speakers
Dugan Fife
Sr. Managing Director
Dugan Fife is Senior Managing Director for Private Wealth and Institutional Capital Markets at Hines Private Wealth Solutions LLC. He is responsible for managing the capital raising efforts for Hines-sponsored offerings across the US, Canada and Latin America. Dugan also manages all Regional Directors and is instrumental in the development of investment programs offered through Hines Private Wealth Solutions and relationships across distribution channels. He joined the firm as one of the original Regional Directors in 2004. From there, he was promoted to Western Divisional Director in 2007 before assuming his current role in 2010.
Travis Conlan
Sr. Regional Director
Travis Conlan serves as Senior Regional Director of Hines Private Wealth Solutions LLC. He is responsible for capital raise efforts across Mississippi, Alabama, Florida and Puerto Rico. In his role, Travis works closely with financial professionals to educate and inform them about Hines-sponsored investment offerings that may help their clients meet their financial goals.
inCadense Corp. empowers asset and wealth managers to implement managed accounts for international investors. Its iTAMP platform supports advisors with a turnkey solution for ETF, SMA and UMA model portfolios which can be tailored and provide transparency to U.S. and non-U.S. clients. Focused on helping leading managers overcome infrastructure challenges in customizing international client accounts, inCadense enables the use of UCITS, offshore products, foreign securities, private markets and third-party strategies on a cross-border basis.
Launched in 2023, inCadense is headquartered in Wilmington, Delaware, with a team of managed account professionals based in Miami, New York, London, Singapore, Seoul and Manila.
Speakers
A.J. Harper
Managing Partner
A.J. is Managing Partner and Co-Founder of inCadense Corp. A.J. is partnered with a group of industry leaders in offering iTAMP℠, an international turnkey asset management platform, to asset and wealth managers serving investors in offshore markets. A.J. was previously the Global Head of Sustainable Finance and ETFs at Euroclear Group, President and CEO of BNY Managed Investments, CEO and Co-Founder of Axial Partners Limited (Hong Kong), President of Pershing Managed Account Solutions, Managing Director of Lockwood Advisors, President of PNC Managed Investments and Head of Global Product Strategy for PNC. He started his career at Federated Hermes in product development setting up it UCITS fund family in Dublin, Ireland. A.J. is a graduate of Johns Hopkins University and a graduate of Johns Hopkins University’s Nitze School of Advanced International Studies.
Andrew Q. Barrett
Member of Board of Advisors
Andrew Q. Barrett is a Member of the Board of Advisors of inCadense Corp. He is a financial services leader with over 30 years of experience in wealth management, strategic expansion, and technological integration. He has successfully driven AUM and revenue growth, developed top talent, and enhanced client experiences by breaking down silos and integrating resources. As CEO of Bci Securities, he led the wealth management investment platforms for Banco de Crédito e Inversions and City National Bank of Florida, overseeing 140+ financial professionals. Previously, he was Managing Director of Citi Wealth Advisors in Hong Kong, leading Citibank Asia’s consumer and private bank wealth businesses. His career includes leadership roles at Citi Investment Research, Wells Fargo, and Salomon Smith Barney, focusing on research, strategy, and business development. He holds an MBA in International Finance from the Monterey Institute of International Studies, a B.A. in Economics from the University of Colorado Boulder.
Michael McCarthy Vallejo
Representative, Latin America
Mike is a Representative of inCadense Corp. in Latin America. He is a seasoned financial markets professional with over 20 years of experience in debt capital markets, credit investments, and trading. He has held leadership roles in sales, trading, and advisory, with a strong focus on Latin American markets. Mike has built and led trading desks, expanded market access, and driven business development, servicing institutional and wealth management clients across the region.
Speakers
Jose Salazar
Market Head - US
Jose Salazar is the Market Head – US-East Coast at Insigneo. He brings over 20 years of experience in the financial services industry. Prior to joining Insigneo, Jose was Head of Morgan Stanley’s Private Wealth Management – Miami Regional Office, servicing the financial needs of HNW and UHNW families and institutions in Latin America for over four years. He was also Branch Manager of Morgan Stanley’s Coral Gables office.
Prior to Morgan Stanley, he spent seven years with Citi and held several managerial roles in Wealth Management most notably as the Head of the Financial Center for CitiGold International in Miami. Jose began his career in 1998 as an International Financial Advisor for PaineWebber in Coral Gables, now part of UBS. Jose spent his childhood in Puerto Rico, Argentina and Brazil and is fluent in Spanish and Portuguese. He enjoys spending time outdoors with his family doing water sports, playing tennis and biking.
He graduated from The University of Connecticut’s School of Business and holds FINRA Series 7, 9, 10, 24, 63 and 65 licenses.
Mariela Arana
Head of Client Experience
Mariela Arana leads the Client Relations team. She brings over a decade of experience in the financial services industry. Prior to joining Insigneo, Mariela served as the Head of CPII Operations at Citi International Personal Bank and previously as an Investment Associate at Citi Private Bank. Mariela started her financial services career in 2005 at Merrill Lynch.
Mariela graduated from Florida International University with a Bachelor of Science in Business Administration and Finance; she has completed Certified Financial Planning courses at the University of Miami. A native of Peru, Mariela enjoys golf, gastronomy and trying new restaurants with her husband and two children. She holds FINRA Series 7, 9, 10 and 66 in addition to Life, Health & Variable Annuities (215) licenses.
Knighthead Annuity & Life Assurance Company is a Cayman Islands based insurance company established to serve global clients who are seeking financial products that provide principal protection, guaranteed returns and features that include liquidity, death benefits and a choice of income options to deliver predictable future income.
Speakers
Samy Porrata
VP of Brand Development
sporrata@knightheadannuity.com
7138167582
https://www.linkedin.com/in/samy-porrata-doria-43594850/
Mr. Porrata has over 20 years of experience in financial services. Currently, he is working in a VP of brand development capacity with Knighthead Annuity and Life building relationships with Advisors to distribute investment products to the International clientele with an emphasis in Mexico and LATAM.
Armando Perez
VP of Brand Development
aperez@knightheadannuity.com
7865535624
Market and Support product and financial services through customized sales strategies that deepen client/ advisor relationships. Experienced Relationship Manager and marketer of investment solutions and strategies for over 20 years.
Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs.
Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland, and Lisbon, Portugal.
Speakers
Pablo Ortega
Director, Head of Latin America and Issuer Relations
Pablo is Head of LatAm and Issuer Relations at Luma Fintech, a Structured Products platform. Previously, he spent 10+ years at Citi, specializing in derivatives and structured products for Latin American institutions and Citi Wealth Management. He started his career at Morgan Stanley in the institutional equity derivatives desk. Pablo holds a Finance degree with a minor in International Business from the University of Notre Dame and has extensive experience in structuring and distributing investment solutions in the retail and institutional space.
Fernando Concha-Bambach
Head of Latin America Sales
Fernando Concha-Bambach is Head of LatAm Sales at Luma Fintech, a financial derivatives platform. He led Luma’s Latin America expansion, launching its offshore channel in 2020 and entering the onshore Brazil market in 2024. Previously, he was Director of Structured Finance at 17 Asset Management, an EM-focused PE firm, and held senior roles in Corporate Sales & Structuring at Santander (Brazil & Chile) and Multi-Asset Structuring at Citi (New York). He holds a degree in Business & Economics from Universidad Católica de Chile and an MBA from Columbia Business School.
Asset Management is a specialist asset manager offering investment solutions and services to investors around the world. Our purpose is to build responsible partnerships with our clients by exceeding their expectations for investment performance and service.
What makes as distinctive is our independence, long term thinking, partnership, responsibility, and entrepreneurial spirit. Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. In the US Offshore market, we are known for our expertise in: Emerging Market Debt, Thematic Equities, Liquid Alts and Money Market.
We are part of the Pictet Group, a firm privately owned since its foundation in 1805, and based in Geneva, Switzerland.
Speakers
Jorge Corro
Head of US Offshore
Jorge is Head of US Offshore at Pictet Asset Management USA. Jorge joined the firm in 2020. Based in New York, he is responsible for developing the business among US based internationally focused intermediaries.
Prior to joining Pictet, Jorge was the Managing Partner at NorteSur Partners, a sales and marketing firm. Pictet Asset Management was a key client.
Jorge holds a BS in Economics from Universidad de Chile and began his career with Aetna, first in Chile and then in Hartford, CT.
Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $46 billion in client assets ($45 billion in assets under management and $1 billion in assets under advisement) as of January 31, 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in the U.S. in Santa Fe, New Mexico, with an additional office in Hong Kong. For more information, visit www.thornburg.com.
Speakers
Jonathan Schuman
Head of International and Managing Director
Jonathan Schuman is head of international for Thornburg Investment Management. He is responsible for developing and executing the firm’s international business strategy across the U.K., Europe, Asia-Pacific, and Americas. Prior to his current role, Jonathan served as global head of distribution and as the head of global business development at Matthews Asia from 2010 to 2023. At Matthews, Jonathan built the firm’s international business and led the sales, marketing, client service, and product teams. He also served as head of institutional business (Japan), head of business development (Japan), and head of product development (Asia) for AIG Investments (subsequently known as Pinebridge Investments), as well as the associate general counsel for the AIG Companies in Japan and Korea.
Jonathan has lived and worked in Asia for more than 13 years and is fluent in Japanese. He received his J.D. from Harvard Law School, a master’s degree in law and diplomacy from the Fletcher School at Tufts University, and a BA from Williams College.
With deep market expertise and a technology-driven approach, Capital Vision has been at the forefront of innovation in structured investments. We played a key role in the success of VIZIBILITY, a leading multi-issuer pricing and lifecycle management platform, which spun off as an independent company two years ago. Our commitment to transparency, efficiency, and long-term partnerships continues to drive our growth and leadership in the financial industry.
Speakers
Aurélien Vicart
Founding Partner
+41 78 266 22 00
Aurelien.vicart@vizibility.ch
https://www.linkedin.com/in/avicart/
Aurélien Vicart is the co-founding partner of Capital Vision and VIZIBILITY, leading innovative solutions in structured products. With a deep expertise in financial markets, he has successfully built a multi-issuer platform that enhances price transparency and lifecycle management. Passionate about technology and market efficiency, Aurélien has played a key role in shaping the structured products industry. His vision combines entrepreneurial drive with a commitment to empowering advisors and investors through cutting-edge digital tools.
Elbio Fernández
+41 76 574 88 32
Elbio.fernandez@capitalvision.ch
https://www.linkedin.com/in/elbio-fern%C3%A1ndez-danvila-a48948120/
Elbio Fernández is the Director of Investment Solutions for the Southern Cone at Capital Vision, a financial group specializing in innovative wealth and asset management solutions. With extensive experience in the financial sector, Elbio leads the development and implementation of investment strategies tailored to the unique needs of clients in the Southern Cone region. His expertise and commitment to excellence have been instrumental in enhancing Capital Vision's presence and service offerings across Latin America.
1PLTFRM empowers General Partners with the tools and insights to expand reach, accelerate growth, and enhance investor engagement. By combining advanced analytics with a broader distribution network, we help GPs scale efficiently while maintaining transparency and strong investor relationships.
As allocators, operators, and technologists, we built 1PLTFRM to address the challenges of private markets—limited access to high-quality investments and heavy operational burdens. More than just technology, 1PLTFRM delivers tailored solutions to support wealth managers and their clients.
Speakers
Isidro Fernandez
With over 30 years in investment banking, asset management, and wealth management, Isidro Fernandez is the Co-founder & CEO of 1PLTFRM, launched in April 2024 to redefine the alternative investment experience. Previously, as Director of Alternative Investments at Banco Santander International (2017–2024), he built an alternative investment platform from scratch, growing it to over $2 billion in assets for offshore investors. Isidro is a seasoned leader dedicated to innovation in global alternative investments.
Facundo Ciano
With a robust background in finance and a strong focus on alternative investments, Facundo Ciano currently serves as Co-Head of Platform Management at 1PLTFRM. Facundo is dedicated to leveraging technology to enhance the investment process, ensuring that clients and partners receive top-tier support and innovative solutions. Previously, Facundo worked at Banco Santander International. Facundo’s responsibilities included leading due diligence efforts, which were crucial in vetting and adding new funds to the platform, enhancing the offerings and investor confidence.
Alejandro Cardenas
With a robust background in finance and a strong focus on alternative investments, Alejandro Cardenas currently serves as Co-Head of Platform Management at 1PLTFRM. Alejandro is dedicated to leveraging technology to enhance the investment process, ensuring that clients and partners receive top-tier support and innovative solutions. Previously, Alejandro worked at Banco Santander International, where he contributed to the establishment and growth of the alternative investments team. Alejandro’s responsibilities included leading due diligence efforts, which were crucial in vetting and adding new funds to the platform, enhancing the offerings and investor confidence.
Speakers
Alejo Czerwonko
Alejo leads a team of analysts focusing on emerging economies, influencing the allocation of billions of dollars of the firm's assets under management. As a member of two management forums at UBS, he helps set the strategic direction of the business.
Alejo is also a professor at Columbia's School of International and Public Affairs, where he teaches on capital markets in developing economies.
Outside of business and academia, Alejo helps shape the policy debate impacting emerging markets through his involvement with leading global think tanks. He has been named Young Global Leader by the World Economic Forum. He is also a member of the Advisory Board and the executive committee of the Wilson Center's Latin America Program, a Millennium Leadership Fellow by the Atlantic Council, and a member of the Bretton Woods Committee. He frequently appears on Bloomberg Television, CNBC, and CNN, and regularly contributes to publications including the Financial Times, Bloomberg, Reuters, and the Wall Street Journal.
Alejo earned a PhD in economics from Columbia University. He also holds degrees in economics and finance from Tilburg University and Universidad del CEMA.
Javier Mascherano
years. His greatest achievement was reaching the final of the 2014 World Cup, where Argentina was runner-up He also won two gold medals at the Olympic Games (Athens 2004 and Beijing 2008) and was a finalist in the Copa América four times125. He is the current head coach of Major League Soccer club Inter Miami.