Citywire Miami Congress 2026

We aim at presenting the opportunity set in European companies. Why it makes sense today to diversify into European Equities with a fundamental approach, rather through indices. 

Since last year markets have started to anticipate an inflection point in the economic outlook for Europe, underpinned by the German spending plan and changes to the global geopolitical landscape. 

The valuation dispersion across markets brings about an opportunity for European markets to benefit from active management. 

Workshop Objectives: To explain how Alken’s differentiated investment approach can help unlock value in European markets, and deliver long term superior returns. To emphasize on the need to diversify portfolios away from US markets. 

Company Profile: Alken Asset Management is a boutique dedicated to managing open-ended investment vehicles and institutional segregated mandates, with expertise across multiple asset classes including equities, fixed income and alternative investments. 

Our aim is to provide a diversified portfolio of products that can meet the risk profiles of different investors. The management team undertakes rigorous and ongoing monitoring to ensure regulatory compliance and transparency.

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This session explores how investors can build stronger, more resilient portfolios by incorporating private markets. We will break down the structure and evolution of the private credit market, highlighting its growing role in today’s investment landscape. Key myths surrounding private markets will be addressed, separating headlines from reality through a “fact vs. fiction” lens. The discussion also includes a forward looking macro-outlook examining how shifting economic conditions influence opportunities across asset classes and how private markets solutions are positioned as replacement strategies. Attendees will gain practical insights on how thoughtful strategy selection can enhance returns while managing risk.

Workshop Objectives: Provide insight on private markets across asset classes that provide clarity and dispel myths while presenting optimized access points that enhance portfolio resilience and risk adjusted returns.

Company Profile: Apollo Global Management, Inc. is a high-growth global alternative asset manager and retirement services provider that is publicly listed on the New York Stock Exchange (“NYSE”) under the symbol “APO.” Founded in 1990, we help build and finance stronger businesses through innovative capital solutions to generate excess risk-adjusted returns and retirement income. We invest alongside our clients and take a disciplined, responsible approach to drive positive outcomes.  For more than three decades, investing expertise across Apollo’s fully integrated platform has served the financial return needs of our clients, and provided businesses with innovative capital solutions for growth. 

Join Ares for a discussion on what we are seeing across today’s evolving private markets and how investors can thoughtfully position alternative investments in their portfolios. The session will highlight Ares’ market perspective and introduce a range of investment strategies designed to meet client objectives across private credit, private equity secondaries, private infrastructure, and sports, media and entertainment. We will explore how Ares approaches providing core private markets exposure via durable income, diversified growth, and inflation protected New Economy real assets, while offering multiple product structures and access points for private wealth investors. Attendees will gain insight into current market themes, portfolio applications, and how Ares’ global platform supports long term investment outcomes across market cycles.

Workshop Objectives: Join Ares for insights into current market themes and an overview of its private wealth solutions available across private credit, private equity secondaries, private infrastructure, and sports, media and entertainment.

Company Profile: Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2025, Ares Management Corporation's global platform had approximately $623 billion of assets under management with approximately 4,200 employees operating across North America, South America, Europe, Asia Pacific and the Middle East.

Aviva Investors ReturnPlus strategy aims for SOFR + 0.75% with a disciplined, ultra high quality, ultra short maturity portfolio designed for stable returns. Built to control volatility and keep drawdowns in check—seeking better risk adjusted outcomes than IG fixed income. 
Swing by Aviva Investors' table for tea, biscuits, and the low drama alternative to liquidity and short-term credit.

Workshop Objectives: Discover a new innovative alternative to short term investment grade utilising AAA-A, short-dated sovereign bonds, covered bonds, sovereign supranational & agency debt and asset backed securities.

Company Profile: Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver solutions that are designed to last. We operate across 9 countries with over $340* bn of AUM. 
With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.
 * Data as at 30 September 2025. USD

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Michael Baron, Co-President and Portfolio Manager, will present Baron Capital's active growth investment philosophy, which focuses on identifying, owning, and holding high quality small and midcap companies for the long term. He will also provide an overview of the Baron All Cap Focused Growth Plus Strategy, which is a focused strategy that holds mainly U.S. companies of any market capitalization with significant growth potential. 

Workshop Objectives: The workshop will explore Baron Capital’s long‑term, active management investment philosophy, which focuses on companies that the Firm believes will double in value over the next five years. Participants will gain a deeper understanding of the firm’s research framework, disciplined investment criteria, and portfolio holding examples that illustrate how this philosophy is put into practice.

Company Profile: Baron Capital is a premier asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $48.9 billion in assets under management (as of 12/31/25) across 23 strategies, Baron Capital prides itself on delivering the best solutions and outcomes for clients globally.

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Most investors fear volatility, we embrace it. The Cornerstone Concentrated 30 is a high‑conviction US large‑cap portfolio built to capitalise on behavioural biases that drive market mispricings. We invest with the conviction that stock prices swing far more wildly than underlying business fundamentals, creating a persistent disconnect between price and value.

We focus on high‑quality companies with proven track records that have been temporarily mispriced by sentiment, not structural weakness. By staying rational when the market turns reactive, we target the “Goldilocks” zone: the efficient middle ground between expensive growth and speculative deep value. Our disciplined approach cuts through cognitive biases to deliver asymmetric returns, capturing meaningful upside while benefiting from the downside protection inherent in buying rationally priced quality.

Worskhop Objectives: Cornerstone will present its unique approach to mitigating behavioural biases, resulting in a balanced portfolio of high-quality, attractively mispriced stocks that has driven top-decile long-term returns.

Company Profile: Cornerstone is an employee-owned registered investment advisor based in Atlanta, Georgia.

Cornerstone exists for our clients, and we believe we are uniquely focused on managing portfolios for them. In every decision we make, the client comes first. We believe Cornerstone will only do as well as our clients. We are, in fact, invested alongside our clients.

Cornerstone focuses on what we do best: picking stocks. Our investment process is based on the philosophy that stock prices move more than the underlying fundamentals that determine value.

With more than 30 years of experience, Cornerstone uses an investment valuation model, which is based on sound financial theory and has strong statistical merit, to identify stocks we believe are undervalued.

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•    Resilient growth remains a good context for credit bond holder as companies are able the easily refinance and therefore defaults expected to stay low.
•    We favour carry opportunities in European High Yield to benefit from numerous primary deals for investors willing to invest for the next 3-4 years.
•    For more conservative client profile short duration credit also provide opportunities for lesser volatility…
•    …as well as IG subordinated bonds (Financial and corporate) than can ensure superior carry for IG rating
•    Notably Hybrid Corporate are currently experiencing a significant opening in the US market.

Workshop Objective: Present EDRAM view on European fixed income in 10 minutes and describe 2-3 product opportunities that could benefit the investor according to its risk profile

Company Profile: As an independent asset management company dedicated to investment activities, Edmond de Rothschild Asset Management has been meeting the needs of a broad base of institutional clients, distributors, and intermediaries for several decades.
Thanks to the depth of our fund range, we are able to offer products that meet the specific needs of our clients.
We provide clear and consistent strategies for all asset classes, across both liquid and private markets, to give our clients access to complementary sources of performance.
From thematic equities to high-yield bonds, from European small caps to subordinated debt, from taylormade solutions to buy & hold strategies, our range of liquid products offers active management and exposure to both major markets and niche strategies, reflecting the diversity of our expertise.

We are also active in private markets, offering a diversified, high value-added portfolio across Private Equity, Real Estate, and Infrastructure Debt.

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MDT US Equity Fund deploys a strategy that seeks to achieve above-market returns using an active, systematic investment approach that is equipped with an analytical edge, which confers the advantages of discipline, testability, and repeatability.
Utilizing advanced modelling techniques, which harness the benefit of machine learning, the Fund’s investment approach can identify a diverse range of unique alpha opportunities that drive differentiated active performance outcomes independent of the market environment, while limiting unintended risks.

Workshop Objectives: At a time when the weighting of US assets in investors' portfolios is being re-assessed, we explain the benefit of an “all-weather”, unique US all-cap core active equity strategy that provides the potential for outperformance across many market environments.

Company Profile: Federated Hermes is a global leader in active, responsible investing. Guided by our conviction that responsible investing is the best way to create long-term wealth, we provide specialized capabilities across equity, fixed income and private markets, multi-asset and liquidity management strategies, and world-leading stewardship.
Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.
Our investment and stewardship capabilities:
•    Active equities: global and regional
•    Fixed income: across regions, sectors and the yield curve
•    Liquidity: solutions driven by five decades of experience
•    Private markets: private equity, private credit, real estate and infrastructure.
•    Stewardship: corporate engagement, proxy voting and policy advocacy

Emerging Markets are increasingly a key driver of global growth, with Asia at the centre of this opportunity. In this session, we present our EM investment strategy and how true active management can identify and unlock mispriced quality businesses across Asia and the broader Emerging Markets universe.
 
We will outline the core pillars of our approach: 1) identifying undervalued businesses through deep, fundamentally driven, bottom-up analysis; 2) proactive engagement with all portfolio companies to drive operational improvements, unlocking hidden potential.
 
By combining fundamental analysis with active ownership, the strategy seeks to capture durable growth while navigating the breadth and dynamism of the EM opportunity set.

Workshop Objectives: To showcase our Emerging Markets strategy, demonstrating how disciplined bottom-up analysis and proactive engagement uncover mispriced quality companies across Asia and EM, aiming to deliver durable growth through true active management.

Company Profile: GIB Asset Management (GIB AM) combines high-conviction investing with disciplined active strategies across equities and fixed income. By focusing on markets where active insight delivers the greatest value, our objective is to generate long-term outperformance for our clients.
 
Drawing on the heritage of Gulf International Bank, we’re uniquely positioned to meet global demand for strategies originating from the Gulf Cooperation Council region. Operating from London and New York,

GIB AM manages a portfolio exceeding $4.5 billion.

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Golub Capital is a specialist in private credit with decades of experience. We’ve been active in direct lending since 2004—just as the asset class was emerging—and have delivered consistent, premium returns through multiple credit cycles. Our primary focus on credit distinguishes us from other alternative managers and drives deeper insights into the asset class.  

In this session, our team will focus on addressing two critical questions frequently raised by investors: 
1.    Is private credit becoming too crowded? 
2.    How can investors better identify quality managers?

Workshop Objectives: To share actionable strategies for integrating direct lending into client portfolios.

Company Profile: Golub Capital is a market-leading, award-winning direct lender and experienced private credit 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, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit golubcapital.com.

"Why Real Estate Now?" explores the compelling case for real estate investment in the current economic cycle. The session delves into market trends, property pricing dynamics, and the strategic positioning of Hines Global Income Trust ("HGIT") as a vehicle for capturing real estate opportunities. Attendees will gain insights into the impact of interest rate cycles, historical property value trends, and key indicators suggesting a shift toward market recovery. The presentation also covers HGIT's investment strategy, portfolio composition, and value-creation approach. By weaving data-driven insights with forward-looking strategies, this session aims to equip financial professionals with the tools to navigate evolving market conditions and position real estate as a core component of diversified portfolios.

Workshop Objectives: To provide financial professionals with a data-driven understanding of real estate market trends, Hines Global Income Trust's strategic approach, and how to position real estate investments effectively in response to shifting economic conditions.

Company Profile: 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 30 countries as of December 31, 2025.

Value strategy, which invests in conservatively financed, attractively valued businesses across global markets, with a strong preference for family- and founder-owned companies. The strategy is built on the belief that aligned ownership supports disciplined capital allocation, long-term decision-making, and resilience through cycles. Rooted in traditional value investing, the approach emphasises rigorous balance sheet analysis, downside protection, and a clear margin of safety. It focuses on understandable businesses with durable cash flows, avoiding excessive leverage and speculative growth assumptions. Where governance or capital allocation can improve, the strategy acts as an engaged owner — constructive but assertive — seeking to protect minority shareholders and unlock sustainable long-term value.

Workshop Objectives: To demonstrate how disciplined global value investing in family- and founder-led businesses, combined with engaged and assertive stewardship, can strengthen governance, enhance resilience, and drive long-term capital compounding.

Company Profile: Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, many years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

Emerging Markets have rarely, if ever, been better-positioned to deliver multi-year outperformance relative to Developed Markets. The challenge is that EMs represent a highly idiosyncratic collection of markets. We believe that consistently outperforming in EM not only requires decades of experience, but also a deep understanding of the different costs of capital across emerging markets; a concept which many investors overlook. 
Our $2.5bn Pacific NoS Global EM Equity Strategy, sub-advised by EM value specialists North of South Capital, adopts a highly differentiated bottom-up investment process developed over 20 years investing in EM. By identifying quality businesses which are also undervalued, this process has now outperformed for 10 years in a row. Key to our approach is the adoption of a Proprietary Cost of Capital Valuation Framework, which systematically incorporates both macro and stock-specific risks.

Workshop Objectives: To explain the importance of the cost of capital in investing in EMs as a US dollar investor, and why we believe strict value discipline is the key to consistently outperforming.

Company Profile: Pacific Asset Management is a London-based investment specialist managing $21bn for investors globally. Assets are managed across Emerging and Developed Market Equities, Global IG Credit, Listed Infrastructure, Liquid Alternatives and Tech-enabled Multi-Asset Solutions. Pacific’s emerging market equity strategies are sub-advised by North of South Capital in a partnership dating back to 2011.

North of South Capital is an $8.5bn emerging market equity specialist founded in 2004. They specialise in value investing, adopting a proprietary Cost of Capital Valuation Framework to identify quality businesses that are also undervalued. The investment team of 8 portfolio managers and analysts has over 26 years of experience on average.

The U.S. equity market is exhibiting one of the highest levels of concentration in its history, marked by pronounced sector, style, and valuation skews. Against this backdrop, we examine how market structure has evolved and consider the implications for today’s portfolio construction and risk management practices.
Our analysis focuses on three key areas of opportunity for investors seeking to navigate this environment:

Diversification Dynamics – Developing strategies that introduce differentiated U.S. exposures and reduce reliance on a narrow set of market drivers.
Intelligent International – Expanding allocations abroad in a thoughtful, risk aware manner to capture global sources of return.
Thematics – Positioning portfolios for a world shaped by shifting geopolitics, structural transformations, and an increasingly bipolar global landscape.

Workshop Objectives:

• Assess the current state of the U.S. equity market

• Identify compelling investment opportunities 

• Highlight diversification benefits 

Company Profile:  Xtrackers by DWS is a global provider of passive solutions with an index track record going back over 20 years. We seek to provide investors with innovation, access and value through a broad range of cost-effective, US-listed exchange-traded funds (ETFs) across all major asset classes – equities, fixed income and alternatives. 
  
Xtrackers provides numerous building blocks for traditional investment strategies, FX-hedged equities, mainland China equities, sustainable strategies, dividends and factors, high-yield, as well as innovative products on thematic investments and growth trends of the future. 

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