Citywire Miami International FA Forum 2023
Halloween isn’t the only spooky event this late October, it’s another due diligence event with Citywire! Scared of asset managers? Do you find they are constantly chasing you? Do they pop into your offices when you least expect it or try to possess you with drinks at happy hours? Well, on October 26, you’ll get the chance to meet with 5 of them. Along with lingering recession risks and sustained inflation, this sure will be the spookiest haunted house you’ve ever seen.
You have been officially invited to Citywire’s annual International Financial Advisor Forum. The half day event will be hosted at the JW Marriot Marquis in Downtown Miami from 1pm-5pm, followed by a networking and drinks reception. We can’t promise you’ll make it out alive, but we can promise you insightful fund manager presentations from Amundi, Aviva, Candriam, DBX, and Jupiter. Please find the full agenda below.
Spots are limited and the event is invite-only. Please reach out if you would like to extend the invitation to a colleague and we will do our best to accommodate.
We look forward to seeing you there! Don’t worry, there will be no tricks, just treats…

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Suzie Imber
As well as her academic work, she undertakes public education programmes to increase understanding of science, and travels to some of the most inhospitable places on the planet. She also won BBC Two's search for future astronauts.
Heavily involved in the European Space Agency’s BepiColombo mission to Mercury, Suzie's research group built instrumentation that the craft carried. Her other area of expertise is Space Weather; using a combination of ground- and space-based instrumentation to better understand the influence of the Sun on near-Earth space. This work has significant implications due to our increasing dependence upon satellite technology, and also as we look at the chances of colonising first the moon, then Mars.
Away from the lab and the lecture theatre Suzie is also a high altitude mountaineer, having climbed in Alaska, the Himalayas and the Andes. She generated the first objective list of mountains in the Andes using a supercomputer she programmed, and in doing so, discovered dozens of uncharted mountains. She has since launched three expeditions to one of the most remote environments on the planet, gaining first ascents of many of these mountains, and even finding Inca ruins on the summits.
Suzie was also the winner of the BBC’s Astronauts: Do You Have What it Takes, in which contestants underwent an astronaut selection process under the supervision of Chris Hadfield. During the tests she spun in a centrifuge, took her own blood, visited a NASA research facility on the ocean floor in Florida, and experienced a microgravity flight. Importantly she had to demonstrate leadership, communication, calmness under pressure, and the ability to work well in a high performing team. Since the competition she has been the first graduate of the Qinetiq astronaut training programme, and now works with the UK Space Agency, NASA, Qinetiq and Virgin Galactic.
From satellites to how to deal with risk, from the future of science and research to the importance of planning, Suzie tackles a wide range of subjects with energy, insight and humour. She also reveals what various tools and instrumentation used in space say about the prospect of sustainability for our planet – from the monitoring of natural hazards and glacial thinning to identifying sites of modern slavery.
Keynote Speakers
Sponsors



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Workshops
Workshops

Fund Group Workshop
Speakers
Representatives

Equity Income & Endurance: Upside with resilience in global equities
In an uncertain environment, this session makes the case for global equity strategies that can deliver your clients predictability and protection in addition to market beating returns. While economic growth has proved resilient, inflation remains elevated and is only receding slowly. The central bank interest rate tightening cycle continues but when rates ‘normalise’, they are likely to remain at much higher levels than investors have become accustomed to. In this environment, we believe investors should consider resilience as well as a growing income stream to help combat inflation for their clients.
Workshop Objective: In this workshop, we will explore how you can achieve income, resilient, predictable and market beating returns in global equities through the ‘Aviva Global Equity Income’ and ‘Global Equity Endurance’ strategies.
Company Profile: Aviva Investors is a global asset manager with over $267bn* of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 14 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 2022
Speakers
Stuart Empson
Investment Director - Equities
Stuart provides the commercial link between Aviva Investors equities investment teams, our client teams, and external clients. Stuart promotes and drives the messaging of Aviva Investors’ active equities investment philosophy and process and articulates how that is applied into portfolios in terms of positioning, performance and outlook with particular focus on our UK equities and sustainable outcomes equity strategies.
Representatives
James Houston
Director, Global Financial Institutions and Latin America

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.
Introducing Candriam US Offshore Funds: Global Expertise with Local Presence
Introduce Candriam and explain how this $145bn European-based asset manager fits within the New York life Investments multi-boutique model, and brings both well known and unique thematic and ESG strategies to the Offshore market in UCITS funds.
Workshop Objective: Highlight three new UCITS strategies that will help advisors connect with their clients and differentiate themselves
Company Profile: CANDRIAM stands for "Conviction AND Responsibility In Asset Management". We manage around $150 billion of AUM (as of June 2023) with a team of more than 230 investment professionals based in investment offices in Brussels, Paris, London and Luxembourg.
CANDRIAM offers equity and fixed income UCITS funds, with most flagship funds registered on the NSCC and Pershing platforms.
CANDRIAM has been part of New York Life Investment Management since 2013 and partners with New York Life Investments sales teams to serve broker dealers, private banks and RIAs in the US and Offshore markets.
Speakers
Keith Dixson
Head of International Development, Candriam
Keith Dixson is Head of International Development for Candriam with responsibility for developing Candriam's client relationships is North America and Asia. www.linkedin.com/in/keithdixson
Representatives
Matthew Scheer
Director, Global Relationship Management, New York Life Investments
John Viglione
Senior Advisor Consultant, New York Life Investments

Fund Group Workshop
Company Profile: Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £51.4bn /$65.3bn /€59.9bn as at 30/06/2023.
Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
https://www.jupiteram.com
Speakers
Luca Evangelisti
Investment Manager & Head of Credit Research, Fixed Income
Luca is an Investment Manager & Head of Credit Research in the Fixed Income team. He joined Jupiter in January 2013. Before joining Jupiter, Luca worked at Moody’s Investors Service as an associate credit analyst. Prior to this, he worked at Goldman Sachs as a financial analyst on the Southern European team. He began his investment career in 2008.
Luca has a degree in business management.
Representatives

Fund Group Workshop
Speakers
Representatives
Agenda
1:00 - 1:30pm
Registration and Lunch Buffet
1:30 - 1:40pm
Welcome From Chair
1:40 - 2:10pm
Fund Group Workshop
2:20 - 2:50pm
Fund Group Workshop
3:00 - 3:30pm
Fund Group Workshop
3:40 - 4:10pm
Fund Group Workshop
4:20 - 4:50pm
Fund Group Workshop
4:50 - 5:50pm
Networking Drinks
Agenda
08:30 - 10:00
Registration
10:00 - 10:15
Welcome address
10:15 - 11:15
Conference session 1
11:15 - 13:05
Fund Group Workshops
13:05 - 14:20
Lunch
14:20 - 15:20
Conference session 2
15:20- 17:10
Fund Group Workshops
19:30 - 23:00
Informal Dinner
09:30 - 10:30
Conference session 3
10:30 - 13:00
Fund Group Workshops
13:00 - 14:25
Buffet Lunch
17:00
Event close