Workshops
Workshops
Achieving market neutrality on global equity market with the integration of ESG considerations.
Ossiam ESG Opportunity is a long-short equity fund that aims to achieve absolute return over the long term with integration of ESG considerations.
The fund is composed of a long leg built through active systematic selection, and a short leg that represents the global equity universe.
The fund leverages on two Ossiam proprietary research-based frameworks proven over time:
1. Ossiam ESG machine learning selection, which aims to select stocks based on ESG metrics with material impact on financial performance.
2. Multi-factor selection, which aims to select stocks with overall positive exposure to traditional factors.
Workshop Objective: Learn more on our long-short solution that combines two time-tested approaches: Ossiam’s ESG machine learning and Ossiam’s multi-factorial approach. The result is a market-neutral equity solution with improved ESG profile.
Company Profile: Ossiam is a specialist asset management company that develops and manages investment funds based on systematic and quantitative investment processes, including exchange-traded funds (ETFs). The Ossiam team has extensive experience in quantitative research and financial product design, fund management, trading and risk management.Ossiam is headquartered in Paris, France, and is a subsidiary of Natixis Investment Managers. The investment company is regulated by the Autorité des marchés financiers (AMF). Ossiam's total assets under management were €9.8 billion at the end of December 2023.
Speakers
Luc Demontier
Managing Director, Head of Investments and Operations
Luc began his career in 1998 at Sinopia as an equity manager. In 2004, he took over responsibility for Absolute Return strategies at Sinopia and then at HSBC Asset Management. In 2013, Luc joined La Française Investment Solutions to become Senior Manager and Head of Factor Investing strategies. Luc joined Ossiam in September 2021. Luc holds Masters degrees in (i) Economics and (ii) Money and Finance from the University of Paris I Panthéon-Sorbonne.
Representatives
Stéphane Brunel
Business Development French speaking countries
Stéphane started his career in 2005 as a fund analyst and multi-manager. He then joined Neuflize OBC to manage the distribution of funds to wholesale and retail clients. Before joining Ossiam in 2021, Stéphane spent 5 years at Natixis Investment Managers. Stéphane is a graduate of the Toulouse Business School.
Gautier Chauvin
Business Development French speaking countries
Gautier began his career in 1997 with Crédit Lyonnais as FX sales manager for corporate clients, before joining Bear Stearns in London in 2001 as sales manager and proprietary trader in currency options. In 2004, he became head of the Frabelux foreign exchange derivatives sales team at Goldman Sachs. In 2009, Gautier joined the Nomura and ABN Amro teams in Paris. In 2020, he co-founded Arquant Capital, a quantitative crypto-asset management company. Gautier is a graduate of ISTEC Paris.
Richelieu Family, picking small & mid family-owned companies in Europe
A strong 10 years track record which relies on a large proprietary data base and a demanding investment process.
Workshop Objective:
• Anticipated rebound of small caps following over 35% underperformance against large caps over the past 3 years.
• Strengths of Family Businesses, highly valued in a market context still lacking visibility.
Company Profile: Richelieu Gestion embodies the asset management and financial management expertise of the Richelieu Group.
This dual offer seeks to meet the investment objectives of investors external to the Richelieu Group (wealth management consultants, family offices, third-party management companies, institutional investors) and of the Group’s private clients, for whom this competitive positioning is a guarantee of the quality of its management offer.
Speakers
Clémence de ROTHIACOB
Fund Manager
Drawing on over 18 years of expertise in European stocks and Family Businesses, she stands as a seasoned leader in her domain. With a prestigious degree from the Institute of Political Studies of Toulouse and a Master's in Finance from Panthéon-Assas University Paris II (2004), she embarked on her journey as a Mergers and Acquisitions Associate at Close Brothers, specializing in European Small and Mid-cap companies. Transitioning to Richelieu Finance in early 2005, she honed her skills as a European equities analyst for 3 years before ascending to the role of Portfolio Manager for international equities and commodities mutual funds in 2008. At the helm of the Richelieu Family fund since its inception, Clémence has not only showcased her expertise but also delivered an impressive track record, solidifying her position as a trusted name in the industry.
Representatives
Lorenzo GAZZOLETTI
Chief Executive Officer
Stanislas RIBES de la Rochefoucauld
Investors Relations
Decade of Dominance: The Strategy that Quietly Beats the S&P500?
The US Wide Moat Index has a long history of outperformance versus the S&P 500 Index since its launch in 2007. The aim of the presentation is to make the audience aware of the opportunities that can emerge from using sophisticated Strategic Equity Exposure methodologies. How could have these results been achieved with a rule based investment strategy and over an extended period of time? What are the drivers of this investment philosophy? What’s behind the term “Economic MOAT” shaped by known investor Warren Buffet? We’ll dive in to the five sources of MOAT defined by Morningstar, analyse their forward looking approach to estimate the Fair Value and explain the benefits and risks in a portfolio when combining those elements.
Workshop Objective: Investors will gain insight into Morningstar's equity research, its capability to identify wide Moat firms, how to estimate a firm’s fair-value and to learn how even a rule-based investment strategy can generate sustainable long-term Alpha.
Company Profile: Investors will gain insight into Morningstar's equity research, its capability to identify wide Moat firms, how to estimate a firm’s fair-value and to learn how even a rule-based investment strategy can generate sustainable long-term Alpha.
Speakers
Salvatore Catalano
Director
Representatives
Philipp Schlegel
Managing Director Switzerland / Co-Head Sales EMEA
Philipp is responsible for the growth of VanEck's EMEA market supporting the firm’s business and product development activities, and is a member of the European management committee. He joined VanEck in October 2010.Prior to joining VanEck, he was Director, Head of Commodities, and Deputy of Head of Fund of Hedge Funds at Horizon21 Alternative Investments, Head of Global Macro and Commodities, and Portfolio Manager of RMF Investment Management/Man Group.
Presentations
Workshops
Emerging Markets: The “Possibilist”
Emerging market investors have been battered by a decade of lacklustre growth and uninspiring absolute returns. As the trauma of Covid segues into the tragedy of war, we understand the temptation to fall back on linear extrapolation. But we think this would be a mistake: our contention is that there is a lot for global emerging markets (GEM) investors to be excited about. This is not about blind optimism or hope without reason. It is simply about having a clear and constructive view of what is possible.
Workshop Objective:
• As long term active investors, why and how we do what we do?
• Why this time IS different for EM?
• Where are the challenges and opportunities in China, and beyond China?
Speakers
Qian Zhang
Investment Specialist Director
Qian Zhang joined Baillie Gifford in 2021 as an investment specialist and client service director in the Emerging Markets Client Team. Previously, Qian worked as a senior client portfolio manager covering emerging markets strategies at Pictet Asset Management and JPMorgan Asset Management. She began her career at Merrill Lynch in 2008. Qian graduated MSc in Mathematical Risk Management from Georgia State University and BSc in Economics and Statistics from Peking University. Qian is a native mandarin speaker and a CFA Charterholder.
Representatives
Wim de Ruijter
Client Relationship Director
Wim joined Baillie Gifford in 2021 and is a client relationship director in our Clients Department, with responsibility for clients in the Benelux. Wim has over 25 years’ investment experience in a broad range of roles, ranging from analyst, portfolio management to relationship management. Before joining Baillie Gifford he worked at T. Rowe Price in relationship management with institutional and intermediary clients in EMEA. Wim graduated with a master’s degree in Business Administration from the University of Groningen in 1994 and has been a CFA Charterholder since 2002
David Looijschelder
Client Relationship Manager
David Looijschelder joined Baillie Gifford in our Clients Department in 2022, servicing clients in the Benelux region. Before joining Baillie Gifford, David worked at Fidelity International for ca. four years focusing on Dutch institutional clients, and in the Emerging Market Equity team at APG Asset Management. David holds a master’s degree in Political Economy from the University of Amsterdam.
Capital Group New Perspective : Taking a new perspective on global investing, for fifty years
As a new reality in global markets is taking shape for investors and an inflection in market concentration could signal exciting times ahead for stock pickers. This is exactly the right context for Capital Group New Perspective strategy as it targets long term transformational changes in the global economy through an all-weather approach that has stood the test of time, with over 50 years of delivering attractive long-term results.
The Capital Group New Perspective (LUX) Fund has adopted a structurally flexible approach to pursuing
transformational changes in the global economy on a
bottom-up basis, while investing across a spectrum of multinational companies, and seeking durable outcomes over the long term.
Workshop Objective: This workshop aims at informing the audience on what makes the Capital Group New Perspective strategy different – especially on the year of its 50th anniversary.
Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high conviction portfolios, rigorous research and individual accountability. Today, Capital Group works with financial intermediaries and institutions to manage approximately US$2.3 trillion (as at March 31, 2023) in long-term assets for investors around the world.
Speakers
John Lamb
Senior Investment Product Specialist
John Lamb is a senior investment product specialist at Capital Group. He has 8 years of investment industry experience and has been with Capital Group for 5 years. Prior to joining Capital, John was a member of the strategic product management team at BlackRock. He holds an undergraduate degree in economics & management from the University of Oxford. He also holds the Chartered Financial Analyst® designation. John is based in London.
Representatives
Bérenger Vidal de la Blache
Managing Director Luxembourg, Belgium & France
Bérenger Vidal de la Blache is a director at Capital Group. He has 15 years of investment industry experience and has been with Capital Group for nine years. Earlier in his career at Capital, he was a senior business development associate and a client service associate. Prior to joining Capital, Bérenger was an analyst for Citigroup corporate and investment banking. He holds a bachelor’s degree in business and economics from the European Business School of Paris. He also holds the Chartered Financial Analyst® designation. Bérenger is based in Luxembourg.
Redefining the Decarbonisation Opportunity
Viewing decarbonisation investing through a strictly green lens leaves a lot out of the picture. Manan Golecha, Vice President at Jennison Associates, PGIM’s active equity manager, will outline a holistic approach employing a broader scope to reveal a diverse $2.5 trillion opportunity set with abundant alpha potential. Find out how to make the most of the multi-decade movement to decarbonise the planet while the carbon reduction revolution is still in its early stages.
Workshop Objective:
1. How a forward-looking, holistic view to the transition to a low-carbon economy can reveal untapped investment opportunities beyond traditional CO2 emissions-reduction approaches
2. What methodologies can be used to quantify potential emissions avoided (Scope 4), and why it shouldn’t be ignored even if it is notoriously hard to measure
3. Key insights about the industries and sub-sectors best-positioned yet often overlooked for the new decarbonisation economy
Company Profile: active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs.
We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI)1—the world’s 14th-largest investment manager with more than $1.3 trillion in assets under management (AUM)2 and a company that individuals and businesses have trusted for over 140 years.
1PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
2PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI is the 14th-largest investment manager (out of 434) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 12/06/2023. This ranking represents assets managed by PFI as of 31/12/2022.
Speaker
Manan Golecha
Vice President, Jennison Associates
Manan Golecha is a relationship manager within the Client Advisory Group. He is responsible for the ongoing relationship management of the firm’s institutional and sub-advisory clients and their consultants. In this role, he coordinates all aspects of client engagement and delivery of services across the client lifecycle in partnership with Jennison’s investment platform and the shared functions of the firm. Manan joined Jennison in 2023. Previously, he was a vice president of international business development and client solutions at AQR Capital Management. Manan earned a B.Com in financial accounting and auditing from the University of Mumbai’s H.R. College of Commerce and Economics and an MBA from the National University of Singapore’s NUS Business school. He is a CFA charterholder and chartered accountant. Manan is fluent in Hindi.
Representatives
Steve Beckers
Senior European Sales Manager, Belgium & Luxembourg
Steve Beckers is a director for PGIM Investments, where as Senior European Sales Manager, he is responsible for developing the firm’s presence with financial intermediaries including global, regional and local private banks across Belgium and Luxembourg. He also focuses on business development with wealth managers, family offices and insurance companies through which PGIM’s investment strategies are distributed. Before joining the firm, Steve spent nearly seven years as a Sales Director at Invesco Asset Management, responsible for the wholesale channel in Belgium and Luxembourg, including banks, wealth managers, and family offices. Prior to that, he held a number of roles at BNP Paribas Fortis including covering private banking as a discretionary investment manager and handling structured product sales in the dealing room environment.Steve received a Master’s degree (cum laude) in Applied Economic Sciences from the Catholic University of Leuven with a major in Finance and Portfolio Management and a minor in Managerial Economics and Strategy.
Georgina Poole
Director, Senior Account Manager
As a senior account manager for PGIM Investments, Georgina is responsible for strategic sales assistance and relationship management with Benelux-based financial intermediaries. Prior to joining PGIM Investments in 2016, Georgina held two positions at BlackRock, Inc. as a retail sales assistant and relationship manager, and as an institutional account management service associate. Preceding BlackRock, she worked at Goldman Sachs International as a client valuations and collateral management analyst, covering fixed income and over-the-counter derivatives products.