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Speakers
Dr. Marco Gercke
With more than 1000 speeches in over 100 countries and over 100 scientific publications, Prof Dr Marco Gercke is one of the world's leading experts in Cybersecurity. He is director of the Cybercrime Research Institute and for more than 20 years has advised governments (ministerial level), international organizations and the leadership of Global 500 companies. Marco drafted the Cybersecurity policies, strategies and related legislation for various nation states. In addition to being a thinker, writer, and advisor, he is a tech investor and a serial entrepreneur. Holding a PhD in criminal law, he is teaching law related to Cybercrime and International Criminal Law at Cologne University. Marco was a member of the High-Level Expert Group that advised the Secretary General of ITU to develop the Global Cybersecurity Agenda (GCA) and is a scientific advisor to Europol.
Dr. Marcia Goddard
Dr. Marcia Goddard obtained her bachelor’s and master’s degrees in psychology cum laude, and subsequently earned her PhD in neuroscience, studying neurodiversity in pathways to empathic ability. She left academia to build bridges between science and business, and shifted her focus to high performance culture. She spent three years studying the building blocks of sustainable high performance in large, global organisations, and Formula 1 teams.
Marcia’s specific expertise is brain-behaviour relationships in high performance environments and their impact on performance, with a focus on DEI, psychological safety, and mental wellbeing.
In 2021, Marcia joined The Contentment Foundation as Chief Business Officer and Founder of Contentment for Business. She leverages her background in neuroscience and psychology to help organisations optimise team performance. All profits from this corporate work go to transforming and saving lives in at-risk communities globally, through the Foundation’s mental wellness program for schools.
In addition, she is an award-winning international keynote speaker, presenter, and science communicator, able to make complex, scientific content accessible and digestible for large audiences. Marcia’s clients include ASICS, Porsche, Pon, CrowdStrike, Heineken, Schlumberger, Ahold Delhaize, EY, Deloitte, Accenture, WeTransfer, Indeed, Disney, Danone, the City of Amsterdam, the Dutch government, and the Dutch National Police.
Markus Rehm
Markus Rehm is an exceptional athlete in the Paralympic sport and stands out for his resilience and athletic excellence. Despite enduring the loss of his lower right leg in a wakeboarding accident at just 14 years old, Rehm redirected his focus toward his true passion: athletics. With four Paralympic gold medals and six consecutive World Championships victories, he's remained undefeated for over 13 years. In 2023, Rehm secured his 14th world record with a monumental leap of 8.72m, a distance that is unmatched by Olympic athletes since 2009. Despite the growing importance of Paralympic sports, Markus is strongly committed to the issue of inclusion and fights for opportunities for disabled athletes to compete against non-disabled athletes. His achievements redefine Paralympic limits and inspire those with disabilities.
Beyond sports, Rehm's contributions extend to prosthetics innovation. As a prosthetist, he and his team designed the first prosthetic component for long jump, aiming to prevent past injuries. Markus stands out for his exceptional willingness to help others, even during his own competitions. Greek rival Stylianos Malakopoulos has praised Markus for his support, stating, "An athlete who helps opponents and even fixes their prosthetic legs during a major championship is a true champion!"
Workshops
Workshops
Systematic, the future of investing?
Interactive workshop going under the hood of a leading systematic manager.
Attendees can suggest any company to review. Portfolio Manager JC de Beaulieu will then share a live demo of Acadian forecasts. Through this transparent demonstration he will show how fundamentals drive decision-making. The workshop will conclude with a brief overview of Acadian’s expanding range of active systematic equity funds.
Workshop Objective: Gain insight into how systematic investing works.
Company Profile: Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for 35 years.
As of December 30,2023, we manage $104bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies.
Speakers
Jean Christophe (J.C.) De Beaulieu, CFA
Senior Portfolio Manager
J.C. joined Acadian Asset Management (Australia) Limited in 2017 and is the Head of Investments at Acadian Asset Management (Australia) Limited. Prior to joining Acadian, he was a managing director and head of active emerging market equity portfolio management at State Street Global Advisors. In this role, he drove the top-down and bottom-up research agenda while managing a global team of investment professionals. He also represented active long-only and long/short emerging and frontier equity strategies with clients and consultants. Prior to taking this leadership role within the group, J.C. was a portfolio manager on the core active EM equity team in Boston and Paris, developing and managing a wide range of strategies. J.C. earned an Advanced Master in financial techniques from ESSEC, a D.E.A. in numerical analysis from Pierre and Marie Curie University and Ecole Polytechnique, and an M.S. in mathematics from Pierre and Marie Curie University. He is a CFA charterholder and a member of CFA Society Boston.
Representatives
Olivier Systchenko
Head of European Business Development
Olivier joined Acadian Asset Management (U.K.) Limited in 2015 and is the Head of European Business Development, leading the business development team in Europe. Prior to joining Acadian, he worked in institutional sales across French-speaking Europe for Janus Capital International. Olivier earned an M.Sc. in finance from IESEG School of Management, Lille, France. He holds both the CFA U.K.’s Investment Management Certificate (IMC) and Certificate in ESG Investing.
Alex Skeel
Vice President
Alex joined Acadian Asset Management (U.K.) Limited in 2018 and supports European business development and client service efforts. Prior to joining Acadian, he worked as a business development associate at Sloane Robinson LLP in London. Alex earned a B.A. (First Class Hons) in economics and international development from the University of Sussex. Alex is a CAIA charterholder and also holds CFA U.K.’s Investment Management Certificate (IMC).
ACATIS - Value for Investors
ACATIS with a value philosophy since 1994, search systematically for undervalued companies with a strong business model, supported by a database. The value approach is consistently implemented and developed into 21st century in a future-oriented manner, where value investing must pay more attention to the future viability of business models (Buffett 2.0).
The ACATIS Value Event Fund is a flexible, global balanced fund with Johannes Hesche as portfolio manager. The fund aims for an equity-like performance with a significantly lower volatility compared to the equity market. This is achieved by the combination of two successful investment styles: value investing and event orientation together with diversification.
Workshop Objectives: As an example, we present the principle of the straight line with a steady hand using the ACATIS Value Event Fund.
Company Profile: ACATIS Investment KVG mbH, with headquarters in Frankfurt am Main, Germany, is an independent fund boutique. The company specializes in “value investing” based on the model of Benjamin Graham and Warren Buffett. ACATIS was established in Germany in 1994. It has been represented with a branch in Switzerland since 2007.
The ACATIS approach is calm and well considered, underpinned by in-depth statistical and mathematical analysis based on scientific research. We do not base our stock-picking decisions on gut feeling. Our portfolios are focused and characterised by long holding periods.
ACATIS offers value investing in equity funds, balanced funds, value-sustainability funds and value bond funds. Since October 2016, ACATIS offers equity funds based on artificial intelligence. AuM EUR 12.2 billion (as of 31 March 2024).
Speakers
Stefan Risse
Capital Markets Strategist & Executive Partner of ACATIS
Stefan Risse is a Capital Markets Strategist at ACATIS Investment KVG mbH.
He has been involved in international capital markets from a very young age. At the age of 17, Stefan met stock market expert André Kostolany, and they remained close friends until his death in 1999. Stefan became well known for his news reports for "N-TV", which were broadcast live from the Frankfurt stock exchange floor from 2001 to 2005. He is still a regular speaker there today. His book "Die Inflation kommt!” (Inflation is coming!) was one of the most successful business books of 2010.
Johannes Hesche
Head of Qualitative Portfolio Management and Executive Partner of ACATIS
Studied economics with a Master's degree at the Leopold Franzens University of Innsbruck. Before joining ACATIS in 2018, he worked at Grant Thornton Switzerland-Liechtenstein, W&L Asset Management and VP Bank.
At ACATIS Investment, he is primarily responsible for managing the ACATIS Value and Dividend fund and now the ACATIS Value Event fund (since 12 February 2024).
Representatives
Luis Caceres
Head of Sales
Luis Caceres joined ACATIS Investment in July 2023 as Head of Sales for the business development team in Europe. Prior to joining ACATIS, he worked as Development Director Wholesale across Germany and Austria for Carmignac Gestion. Prior joining to Fidelity International in Germany as Associate Director Sales for insurance companies, IFAs and fund of fund managers. Luis Caceres has 21 years of experience in financial industry and graduated from the University of Applied Sciences (Frankfurt) in Economis. He has a CEFA designee.
Eva Maria Zaragoza Laguarda
Institutional Sales Iberia, Italy & UK
Eva Zaragozá graduated from the University of Valencia with a degree in business studies and from the University of London with a master's degree in financial sciences (MSc Finance). She started her professional career in finance in the City of London working for Banco Bilbao Vizcaya, today BBVA. She joined ACATIS as a member of the institutional sales team in 2014, with responsibilities over Iberia, Italy and the UK.
Petra Weise
Director Institutional Sales Switzerland
28 years of experience in financial industry. University diploma in business administration. Joined ACATIS in 2007 as director and member of executive board to build up the Swiss branch. Responsible for business development and sales in Switzerland for institutional clients. Based in Geneva.
Managing Climate Risks in Global Equity Portfolios
We think ‘leaving returns on the table’ is a common misconception in climate equity investing. Our active quant approach delivers both financial and climate outcomes in a core global equity portfolio. We’ll discuss how we drive alpha using our quantitative approach to bottom-up stock selection, powered by contextualization to amplify our ability to consistently select winning stocks. Identifying climate transition winners does not necessarily mean low carbon companies today, but companies that will win in a low carbon world of tomorrow. Our goal is to build a resilient all-star portfolio of stocks that play well together, not just a portfolio of all-stars and we will discuss looking beyond traditional models to prevent compromising returns to invest in Climate Transition Global Equity.
Workshop Objectives: Demonstrate how an active quant approach to global equity investing can deliver both attractive excess returns and climate alignment.
Illustrate the use of forward-looking transition pathway assessments to identify climate transition winners to reduce risk and capture opportunities presented by the transition to a decarbonised economy.
Explain the power of looking beyond traditional risk models to identify holes in a portfolio and build resiliency.
Company Profile: Allspring Global Investments™ is an independent asset management firm with more than $580 billion in assets under advisement*, over 20 offices globally, and investment teams supported by more than 440 investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit www.allspringglobal.com.
*As of December 31, 2023. Figures include discretionary and non-discretionary assets.
Speakers
Peter Weidner
Senior Portfolio Manager
Peter Weidner is a senior portfolio manager and head of the Systematic Edge Equity team at Allspring Global Investments. The team is composed of investment professionals who focus on researching, designing, and managing equity portfolios by blending quantitative tools and fundamental analysis. Peter joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining the team, he served as head of factor solutions for the WFAM Multi-Asset Solutions team. Peter has extensive experience in building and managing factor-based portfolios within equities; fixed income; foreign exchange; and environmental, social, and governance. Prior to joining the firm, he worked as head of advanced beta at Schroders, and earlier, served as a partner and portfolio manager at Auriel Capital. Earlier positions include roles at the University of Florida Investment Corporation and Deutsche Asset Management. Peter began his investment industry career in 2004. Peter earned a bachelor’s degree in economics and a bachelor’s degree in finance from the University of Florida
Representatives
Charlie Wilson
Head of Financial Institutions, U.K. & Switzerland, Allspring Global Investments
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Charles (Charlie) Wilson is head of Financial Institutions for the U.K. and Switzerland at Allspring Global Investments. In this role, he is responsible for financial intermediary distribution development with clients in both countries. He develops and manages client relationships with global and regional banks, private client groups, insurance companies, and platforms. Prior to joining Allspring, Charlie served as senior vice president and was the head of European Accounts at PGIM Investments. Before that, he worked at Investec Asset Management as a sales director for the Global Financial Institutions Group. Earlier in his career, Charlie held sales and client-facing roles at Lazard Asset Management and Morgan Grenfell Asset Management. He began his investment industry career in 1997. Charlie has earned his Investment Management Certificate.
Marco Negri
Head of Sales, Southern Europe, International Financial Institutions
Marco Negri is head of Sales for Southern Europe at Allspring Global Investments. In this role, he is responsible for leading Allspring’s Milan office and expanding the firm’s local presence and servicing a growing portfolio of wholesale, retail intermediary, and institutional clients in Italy, Spain and Portugal. Marco has held numerous roles working for global asset managers, leading business development and sales strategy in Italy and Southern Europe. Prior to joining Allspring, he worked as country head Italy at La Financière de l’Echiquier and as managing director, head of Southern Europe and head of Italy for Legg Mason Global Asset Management, where he oversaw the firm’s sales efforts in Italy, Iberia, and France. He also held senior roles at UBS Global Asset Management Italy, including serving as head of business development and head of discretionary business. Marco began his investment industry career in 2004 at Dexia Asset Management. He earned a bachelor’s degree in financial institutions and markets from Bocconi University.
Making Trend Defensive – from CFM ISTrends to CFM ISTEC
Provide an introduction to CFM and our two trend following strategies. The first is our core trend strategy which captures trend effects across all asset classes and seeks to deliver persistent absolute returns at constant risk, and to achieve low correlation to traditional equity and fixed income benchmarks.
The second trend following strategy is our equity capped version which seeks to have less sensitivity to equity downside risk by controlling equity exposure and achieve nil or negative correlation to traditional equity benchmarks.
We also look at the key strategy differences and performance characteristics.
Workshop Objectives: Learn about traditional and equity capped trend following at CFM: What these strategies are and how can they help improve portfolio outcomes.
Company Profile: Capital Fund Management (CFM) is a global asset management company based in Paris with offices in New York and London. CFM takes a scientific and academic approach to finance, using quantitative and systematic techniques to develop alternative investment strategies and products for institutional investors and financial advisers. CFM has over 320 employees worldwide and manages over $14 billion (May 2024).
Speakers
Stephane Vial
Managing Director, Head of Business Development EMEA, co-Head of APAC
Stéphane is the Head of Business Development for EMEA and client services at CFM. He also co-heads business development in APAC with Oliver Schupp. Stéphane is based in London. Having joined CFM in 2007, he spent his first two years at CFM in Paris where he was responsible for European client coverage. In 2009, Stéphane moved to Tokyo where he was the director of CFM Asia KK, before moving to London in 2013. Prior to joining CFM, Stephane was a trader for 15 years (Interest rates derivatives for Chase Manhattan in London, futures for Renaissance Technologies, Eastern Europe emerging markets swaps for Commerzbank in Prague as well as for his own account using statistical techniques and electronic execution). He holds degrees in Applied Mathematics and Computer Science, having studied at ENSIMAG (Grenoble), Imperial College (London) and University of Paris Dauphine.
Representatives
Rasmus Soegaard
Director, Head of UCITS Distribution
Rasmus Soegaard joined CFM's Business Development team as Head of UCITS and platforms distribution on 1 August 2023.
Rasmus has over 20 years’ experience allocating to alternatives incl. hedge funds and managing multi asset portfolios as a portfolio manager. His most recent role was Head of Investments for Lumyna Investments. His role at CFM is to maintain, develop and grow existing relationships with UCITS platforms and expand CFM UCITS distribution reach.
CIFC Multi Strategy Sub-Investment Grade Credit - The value of investing dynamically across the sub-investment grade credit asset class
CIFC’s Multi Strategy Credit Fund seeks to generate income by investing across a diversified portfolio of U.S. and European sub-investment grade credit fund. The fund is managed by Jason Horowitz who has been managing credit strategies since 2008 and has 29 years of industry experience. The fund leverages the expertise and idea generation from CIFC’s lead portfolio managers, averaging 28 years of corporate credit experience. The fund not only invests in High Yield Bonds, but also enables investors to gain exposure to specialist asset classes such as CLO structured credit, senior loans and opportunistic credit within a UCITS Structure.
Workshop Objective: To provide an introduction to CIFC and our Multi Strategy Sub-Investment Grade Credit
Company Profile: CIFC Asset Management is a global credit manager founded in 2005 with approximately $42 billion in assets under management. CIFC focuses across four disciplines — CLOs, structured credit, corporate credit and opportunistic credit as well as direct lending. Serving over 400 investors globally, we have approximately 200 employees located in New York, Miami, Philadelphia, and London with approximately 95 investment professionals averaging 15 years of credit experience. We are guided by a rigorous investment process with an acute focus on downside risk protection and bottom-up fundamental credit research applied across our disciplines.
Speakers
Jason Horowitz
Senior Portfolio ManagerHead of U.S. High Yield Bond Investments
Mr. Horowitz brings 29 years of investment experience to CIFC. Previously, he worked at Millennium Management, where he served as Portfolio Manager for a long/short corporate credit strategy with an emphasis on U.S. High Yield. Before that, Mr. Horowitz spent 13 years at Muzinich & Co., most recently as the lead Portfolio Manager overseeing a long/short corporate credit hedge fund recognized for its outperformance by numerous industry awards throughout his tenure. Prior to that, he served as an equity and high yield research analyst at Credit Suisse. Mr. Horowitz earned an M.B.A. in Finance from the Yale School of Management.
Representatives
Josh Hughes
Managing Director
Mr. Hughes has 26 years of sales, marketing and business development experience. Prior to joining CIFC, Mr. Hughes served as Head of Global Distribution at Muzinich & Co. Prior to joining Muzinich & Co. in 2008, Mr. Hughes served as Relationship Manager, Global Markets at Raiffeisen Zentral Osterreich AG and Head of Pension Fund and Investment Consultant Relations at FTSE Russell.
Aidan Reynolds
Assistant Vice President
Unravelling the Concentration Conundrum with varying Asia Systematic Strategies
Eastspring’s Asian low volatility portfolio has been leading the game in the Asia Pacific ex Japan region over the past three years. Its strong performance has made it a multiple award-winning strategy. While we work to continue its success, we have noticed an alarming trend: that equity market concentration has increased dramatically. We have found that the large cap bias in the region has been less pronounced than in the U.S., indicating that alpha opportunities have been more broadly distributed. To hedge concentration risk and foster robust investment portfolios, it is also worthy to pay attention to our multi-factor strategy that could offer a core Asia equity allocation diversifying alpha opportunities.
Workshop Objectives: Raise awareness of a recently growing trend and provide possible high-quality solutions to neutralise this threat.
Understanding of a positively functioning deployed systematic strategy from a leading Asian asset manager.
Company Profile: Eastspring Investments, part of Prudential plc, is a leading Asia-based asset manager that manages USD 237 billion (as of 31 Dec 2023) of assets on behalf of institutional and retail clients globally. Operating since 1994, Eastspring Investments has one of the widest footprints among asset management companies across Asia. We provide investment solutions across a broad range of strategies including equities, fixed income, multi asset, quantitative and alternatives and are committed to delivering high quality investment outcomes for our clients over the long term.
We incorporate ESG factors into our investment process and are aligned with a number of global sustainability initiatives including the United Nations-supported Principles for Responsible Investments (PRI) and the Asia Investor Group on Climate Change (AIGCC).
Speakers
Michael Sun, PhD
Client Portfolio Manager
Michael (Xiaochen) Sun is a Client Portfolio Manager in our Quantitative Strategies (QS) team. He joined Eastspring Investments (Luxembourg) S.A. UK Branch in April 2023.
Prior to joining Eastspring Investments, Michael was a Senior Vice President at Unigestion where he was a portfolio manager for the EM low vol strategy and a client portfolio manager representing the firm's risk managed equity strategies. Prior to this, he served as an advocate for multi-factor equity strategies and drove the growth of the active systematic business at HSBC Global Asset Management. Michael's in-depth expertise in factor investing and portfolio management analytics was refined during his tenure as Vice President at MSCI Barra. He commenced his career as a quantitative research analyst at a FinTech firm in the UK in 2005, where he established his skills in equity risk modelling and portfolio optimisation. Michael has 19 years of industry experience.
Michael holds a PhD in Mathematical Science from Brunel University London, UK and a MSc In Mathematical Finance from the University of Hull, UK
Representatives
Gordon Hogarth
Director Sales, Europe and Middle East
Prior to joining Eastspring in 2013, Gordon was Head of European Business Development at AMG for five years. He was previously Head of EMEA Marketing and Sales at Northern Trust Global Investments, and held similar Marketing and Sales roles for Institutional and Retail distribution at both Gartmore and Fleming Investment Management.
Dirk Toedte
Director Distribution Europe
Dirk Toedte is Director, Distribution Europe, is based in Luxembourg and focuses on Continental Europe. Prior to joining Eastspring in October 2019, he worked in marketing and sales for SG Asset Management/Amundi, Allianz Global Investors and Alma Capital. He is a CFA charterholder and a CAIA designee and speaks German, English and French.
The Role of Evergreen Funds in Private Equity: EQT Nexus
Welcome to the world of EQT Nexus, offering investors access to a well-diversified portfolio of EQT’s global private markets funds and co-investments, via one single investment and with only one layer of fees.
Monthly subscriptions and quarterly redemptions provide semi liquidity.The fund targets net annual returns of 12-15% NAV
Workshop Objectives:
● Introduce EQT
● Role of Evergreen Funds in PE
● Introduce EQT Nexus, EQT’s evergreen Fund
Company Profile: EQT is a purpose-driven global investment organisation focused on active ownership strategies. EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. Uniquely, EQT is the only large private markets firm with investment strategies covering all phases of a
business’ development, from start-up to maturity. EQT has more than EUR 230 billion across 45+ active funds within three business segments – Private Capital, BPEA EQT and Real Assets.
Speakers
Kirsty Acton
Director
Kirsty Acton joined EQT Partners in May 2022 and is a Director in the Client Relations & Capital Raising Team, responsible for EMEA Private Wealth.
Kirsty has over 13 years of experience in fundraising and investor relations. She previously founded her own FCA regulated placement business, KA Advisers Ltd which raised capital across all private market strategies (private equity, real estate, infrastructure and debt) for blue-chip global banks, leading global private equity GPs and entrepreneurs, and allowed Kirsty to grow her extensive network of UK and European single and multi-family offices. Prior to that she worked for Partners Group and a multi-family office.
Kirsty holds the IMC and has a 2:1 BA hons in English Literature from the University of Warwick.
Vai Rajan
Managing Director
Vai Rajan joined EQT Partners in August 2021 and is a Director in the Client Relations & Capital Raising Team, responsible for EMEA Private Wealth.
Previously, Vai was a Principal at HarbourVest Partners in London, and a Product Specialist at HSBC Alternative Investments Ltd. prior to that. Vai worked in Geneva, New York, and Singapore before moving to London, and has focused on the research, selection, structuring, and distribution of private market investment opportunities to Family Offices and Private Banks since 2007.
Vai holds a Master of Science degree from Imperial College London (UK), a Bachelor of Arts from Dartmouth College (NH, USA), and is a CFA Charterholder.
Ben Bizon
Senior Associate
Ben Bizon joined EQT in July 2024 and is a Senior Associate in the EMEA Private Wealth Capital Raising Team, based in London.
Prior to joining EQT, Ben worked at Bank Julius Baer in Zurich where he was a Private Markets Product Specialist.
Ben holds a Bachelor's degree in Business Administration from the University of Geneva and a Master's degree in Management from IE Business School in Madrid.
Euro Bonds: How to take off in a Soft-Landing Scenario.
Inflation is declining, prompting expectations of imminent interest rate cuts by central banks. 2024 heralds a normalization of monetary policy and economic cycle development. European government bond yields, not fully reflecting the deflationary trend, remain attractive to investors. As monetary policy shifts, short-term interest rates are poised to decrease, encouraging steepener strategies and restoring positive term premiums. In this macroeconomic backdrop, positioning along the long end of the yield curve could yield favorable risk-reward outcomes, leveraging higher sensitivity to easing and enhancing bond valuation mark-to-market. Epsilon Fund - Euro Bond boasts a 17-year track record of success, consistently generating strong alpha amidst diverse market conditions. Investors stand to benefit from its proven resilience and performance in challenging environments.
Workshop Objectives: Cecilia Barazzetta, Product Specialist at Eurizon Capital, provides insightful Euro bond market analysis, guiding strategic positioning amidst market fluctuations, emphasizing active management and duration control for optimal investment outcomes.
Company Profile: Eurizon is a leading player in the European Asset Management space, of widespread international presence. Eurizon Capital SGR is the Asset Management Division Company of the Intesa Sanpaolo Group. In Europe, Eurizon controls Eurizon Capital S.A. which develops growth in foreign markets, Epsilon SGR, specialized in absolute and total return strategies, and the Eastern Europe hub. In the UK, with Eurizon SLJ Capital LTD, a joint venture providing investment and advisory services with a focus on Chinese and emerging market debt, currency management and macroeconomic research. Eurizon operates through its commercial branches in Spain, France, Germany and Switzerland.
Speakers
Cecilia Barazzetta
Product Specialist & Macro Research
Cecilia, after having graduated in Economics of Financial Institutions and Markets at the Catholic University of Milan, started her career the Research Office in Intesa Sanpaolo. In 2017 she was selected for the Intesa Sanpaolo International Talent Programme. She joined for the first time Eurizon Capital in 2018 for a special project within the Macro Research Team. Cecilia worked as a Marketing Specialist at ISP Corporate & Investment Division in Banca IMI and she was a Credit Portfolio Analysis in the Digital & Advanced Analytics Office for ISP Chief Lending Officer. In 2021 she was Assistant Portfolio Manager in Eurizon Capital SA in Luxembourg with the Fixed Income team, before coming back to Milan headquarted for Eurizon Capital where she works now as Product Specialist.
Representatives
Jorge Diaz
Senior Sales of Spain & Portugal
Jorge is Senior Sales Director for the Iberian market. Previously, he worked at Amundi Iberia as Senior Institutional Sales and local ESG & Illiquids specialist for 7 years, and 5 years at Groupama AM. He also worked in the buyside at Banesto AM and Ahorro Corporación.
Roberto Sarcina
Head of Sales Support at Eurizon Capital S.A.
Roberto joined the Sales and Client Management team of Eurizon Capital S.A. in July 2011 – prior to that has been working in the financial sector since 2003 covering different roles in financial institutions in Italy and Luxembourg. Since June 2021 has been appointed Head of Sales Support dealing with institutional mandates, RFP and supporting the European business development activities.
He holds a degree in Economics from the Catholic University in Milan and a master’s in international finance.
Don’t forget the little guy - Why the next five years belongs to US SMID
The US domestic economy is set to benefit from unique tailwinds over the next few years: infrastructure spend, reshoring, pent-up demand for housing and improving labour force productivity. With a clear domestic focus, US small- and mid-cap companies should be outsized beneficiaries of these trends.
2023 and early 2024 have seen a narrow market driven by a combination of excitement around the prospects for large cap tech and fears of an economic slowdown. This has created a uniquely attractive entry point into an overlooked asset class which now appears well positioned from both a cyclical and structural perspective.
Mark will lay out the value he sees in the asset class and the way the strategy is positioned to benefit from some of these attractive dynamics.
- Discover the reasons for a structural allocation to US SMID within your portfolios
- Learn about the particular valuation opportunity we see in US SMID currently.
- Discover which sectors may see the strongest growth potential.
Company Profile: Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests.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.
Speakers
Mark Sherlock, CFA, FCA
Head of US Equities, Lead Portfolio Manager, US SMID
Mark joined the US Equities team in February 2009 as co-manager of the US SMID Cap strategy and became lead manager in October 2013. He was appointed as Head of US Equities in October 2017. Mark initially joined the company in 2005 as an analyst and fund manager on the UK Focus Fund. Prior to this, he was an investment analyst at Rio Tinto Pension Fund, where he had responsibility for the small- and mid-cap portion of the portfolio. Mark qualified as a Chartered Accountant with PricewaterhouseCoopers in 2002. He has a degree in Politics from Durham University, is a CFA charterholder and a Fellow of ICAEW.
Representatives
Melanie Lange
Associate Director - Business Development, Iberia
Melanie Lange, Associate Director for Iberia at Federated Hermes Limited, joined the company in July 2021. Melanie was previously at Caixabank where she was in charge for the alternative assets within the private banking product development team, and private banking since 2007. Melanie has been working in product and private banking during more than 15 years in entities as Morgan Stanley and Deutsche Bank. She holds a BA(Hons) in International Business from Southampton University and Business Studies form University of Valladolid.
Pascal Weber
Director - Business Development, Switzerland, Wholesale
Pascal joined in April 2024 with responsibility for business development within the Swiss wholesale market. Pascal joined from Credit Suisse where he built and led the global distribution and business development team for their sub-advised strategies. Prior to that, Pascal initiated and managed the Swiss wholesale activities for PGIM investments and covered Global financial institutions and wholesale clients in Switzerland and Liechtenstein at Alliance Bernstein. He originally started his career at Credit Suisse focusing on Swiss Institutional clients. He studied in Winterthur, Zug and Paris and holds a M.Sc. in Banking & Finance.
GANÉ and the successful combination of value and event.
The combination of "value" investment with positive events keeps fundamental risks low and market risks limited. Our objective is to generate returns similar to global equity markets but with a continuity that allows investors to sleep well in all phases of the market. Details on our GANÉ Global Equity Fund and our new GANÉ Value Event Fund and of the investment process will be shared.
Workshop Objectives: We are ready to present the next step in the development of GANÉ: The GANÉ Value Event Fund.
Company Profile: GANÉ is an owner-operated and independent investment group based in Germany - founded in 2007 by J. Henrik Muhle and Dr. Uwe Rathausky. We are an event-oriented value investor. We invest in winners. It means that we invest in strong companies with sustainable business models, solid balance sheets and high margins, which allows them to create added value for their shareholders. The successful Value-Event-Investment-Process and the Countercyclical Asset-Allocation led to the award for Fund Manager of the Year 2019 and 2024 in Germany.
Speakers
Henrik Muhle
Founder/Co-CEO/Fund Manager
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J. Henrik Muhle was born in 1975. While studying economics at the University of Hannover, he worked as an analyst for Dr. Jens Erhardt Kapital AG. From 2002 through 2007, he worked as an investment analyst and fund manager for ACATIS Investment GmbH. J. Henrik Muhle is company co-founder and has been a member of the board of management of GANÉ AG and GANÉ Investment AG. In 2019 and in 2024 the jury of Finanzen Verlag named him “Germany’s Fund Manager of the Year” together with Dr. Uwe Rathausky.
Marcus Huettinger
Managing Partner/Capital Markets Strategist
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Marcus Hüttinger studied International Business in England. Between 2014 and 2019 he was heading the Equity/Multi Asset Sales Team and the Equity Execution Team for institutional clients in Germany and Austria for Goldman Sachs. Prior to Goldman Sachs he spent over eight years with Morgan Stanley in Frankfurt and London. Marcus Hüttinger is Capital Markets Strategist and Managing Partner of GANÉ Investment AG.
Green metals boom: has a new super cycle begun for copper, uranium & co?
The transition to a sustainable world is gathering pace. More electric cars, more wind turbines, more solar panels. All of this means higher demand for metals such as copper, nickel or lithium. Uranium, a controversial raw material, is also very popular thanks to increasing demand for nuclear power, a low-CO2 energy source. And what about gold, the most popular single commodity in traditional portfolios?
We will present a range of ETF and ETC solutions which combine sustainability with direct commodity exposure, aiming to solve some of today’s main issues for investors in Europe.
Workshop Objective: Discuss the reasons why certain commodities might enter a new super cycle and showcase solutions which investors can use to position themselves.
Speakers
Andre Voinea
Head of Europe Sales, HANetf
Andre Voinea is Head of Europe Sales at HANetf. He has more than 15 years of experience in the financial industry, with a focus on ETFs and index-based investments. Prior to joining HANetf, he held various roles at FTSE Russel, ETF Securities and Nomura.
Representatives
Michael Srour
Head of French-Speaking Europe Sales
Michael Srour is overseeing distribution in French-speaking countries focusing on Institutional investors as well as Family Offices and Wealth Managers. Prior to joining HANetf he held various roles in asset management at First Trust and Quadra Capital Partners.
Navigating Crypto: Insights, Performance and Portfolio Integration
In this workshop, we will have an interactive discussion about crypto, the key cryptocurrencies, price performance to date and the drivers behind it. We will look at the effects of adding crypto to a balanced portfolio in terms of performance, volatility, key ratios and max drawdown and discuss which products best suits different investment strategies.
Workshop Objectives: Workshop attendees will leave informed about key cryptocurrencies, why they are different and what is driving price performance. They will have a clear picture of crypto in the context of asset allocation.
Company Profile: ETC Group was created to provide investors with the tools to access the investment opportunities available in the digital assets and blockchain ecosystem. Now, with a successful track record of over three years, the company is one of the leading providers of investment solutions within this space.
Speakers
Bradley Duke
Founder & Chief Strategy Officer, ETC Group
Bradley Duke is the founder and Chief Strategy Officer of ETC Group. He has a background in regulated Financial Services and technology, including the investment bank Jefferies and trading the powerhouse KCG. Bradley’s interest in blockchain and crypto led him to becoming a founding member of the London Blockchain Foundation and launching ETC Group with the listing of the world’s first cryptocurrency ETP on Deutsche Börse Xetra.
Representatives
Ronald Richter
Director, Investment Strategy, ETC Group
Ronald brings over 20 years of expertise in the alternative investment industry where he has held key roles on the investment, sales and operational side within asset management, banking, fund management and distribution companies. His knowledge spans across traditional as well as digital alternative products through his past tenures as Portfolio Manager, Sales and Head of Operations. Prior to joining ETC Group, Ronald held senior roles at a Swiss private bank, a fund of hedge funds manager and a digital asset manager. He has also run his own placement agency business for nearly a decade.
Trends and Opportunities in Healthcare
After underperforming the broader market last year, the healthcare sector may be poised for a bounce-back year in 2024. Attractive valuations, accelerating innovation, stabilizing interest rates and an end to a post-COVID reset should combine to provide a supportive backdrop for the sector going forward. In this session, Portfolio Manager, Dan Lyons, PhD, will highlight recent trends and investment opportunities and explain why now may be an attractive to invest in the healthcare sector.
Workshop Objectives:
1. Hear about areas of innovation and current trends within the healthcare and biotech sectors.
2. Learn why the sector has historically offered investors a unique combination of idiosyncratic growth opportunities and defensive characteristics.
3. Understand how a combination of long-term secular tailwinds, accelerating innovation, and improving fundamentals may make now an attractive to invest.
Company Profile: Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. This means being ever mindful of the futures of the millions of lives that our thinking and our investments help shape. Our diverse client base and robust balance sheet allow us to offer financial strength and stability with which to help investors achieve their objectives.
The human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘Investing in a brighter future together’.
Speakers
Daniel Lyons
Portfolio Manager
Daniel Lyons is a Portfolio Manager on the Health Care and Biotech Teams at Janus Henderson Investors, a role he has held since 2018. He is also a Research Analyst on the US Small/Mid-Cap Growth Team since 2000 and focuses on biotechnology and life science tools sectors. Daniel started consulting for Janus in 1997 and joined the research team full time in 2000.
Daniel received his Bachelor of Arts degree in biochemistry and chemistry from Rice University, graduating magna cum laude. He also earned a PhD from Stanford University’s programme in immunology and conducted postdoctoral research with a Nobel Laureate at the University of Colorado. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience.
Representatives
Charles Kanengieser
Sales Director, France and Monaco
Charles Kanengieser is Sales Director France & Monaco at Janus Henderson Investors.
Prior to joining Janus Henderson in 2018, from 2012 Charles was Director Marketing & Client Relations covering France & Monaco at Muzinich & Co, an institutionally-focused investment firm specializing in public and private corporate credit. Prior Muzinich & Co, Charles spent 2 years at Groupama Asset Management as a Sales Support for Western & Northern Europe team. He began his career in 2009 at Credit Suisse.
Javier Gutierrez
Manager, EMEA Sales & Client Service
Javier Gutiérrez is Sales & Client Service Manager for Iberia at Janus Henderson Investors, having joined in 2019.
Javier obtained a bachelor’s degree in economics at University of Cantabria (Spain) and a Master in Investments and Finance at Queen Mary University of London (United Kingdom).
Javier has over 7 years of experience within the industry and speaks English and Spanish.
Sven Weideborg
Sales Director, Switzerland
Sven Weideborg is a Sales Director for Switzerland at Janus Henderson Investors, based in Geneva. Prior to joining the firm in 2014, he was a sales manager at Amundi from 2005 where he was responsible for fund distribution to private banks, family offices, and independent asset managers in Switzerland, while based in Paris and Geneva. Sven began his financial sales career at HSBC Investments in Paris in 2003. Sven received a bachelor’s degree in international business from the Paris Graduate School of Management. He has 21 years of financial industry experience.
ETFs – the future is active
Active ETFs had a breakout year in 2023. While the flow momentum for active ETFs is strong, not all investors are yet familiar with the concept. We will briefly explain the active ETF concept and explore the 2 largest active UCITS ETFs: JPM Global Research Enhanced Index Equity (ESG) UCITS ETF und JPM US Research Enhanced Index Equity (ESG) UCITS ETF.
Workshop Objectives: To explain the concept of active ETFs and explore strategies available in the ETF wrapper
Company Profile: J.P. Morgan ETFs are rigorously designed to push the boundaries of ETF investing so that investors can build diversified, competitively priced portfolios. Our ETF solutions are backed by the extensive research, trading and technology resources of one of the world’s leading asset managers. It’s this combination of investment expertise and ETF know-how that sets our ETFs apart, allowing us to track indexes more efficiently, and provide competitively priced access to new opportunities through the development of innovative active, strategic beta and index strategies. J.P. Morgan Asset Management is one of the fastest growing UCITS ETF providers with over 25bn US dollar assets under management.
Speakers
Caroline Karlander
Investment Specialist US Equity Group
Caroline Karlander is a US Equity Investment Specialist in J.P. Morgan Asset Management's US Equity Group. An employee since 2013, she is responsible for communicating investment strategy, performance and outlook to non-US domiciled clients as a product specialist for US Equities. Caroline previously worked with the Nordic sales team supporting wholesale clients in the Nordic region. Before joining J.P. Morgan Asset Management, Caroline worked as an Equities reporter for SIX Group AG, based in Stockholm. She holds a B.Sc. in Business and Economics from the School of Business, Economics and Law at the University of Gothenburg, Sweden.
Representatives
Daphne Cramer
ETF Distribution Switzerland
Daphne Cramer covers the Geneva market. She brings 10 years of experience in investment banking and private wealth management, including eight years with UBS's Index Group in London. Before that she was an assistant client advisor for UBS Wealth Management focused on business and operational risk. More recently, Daphne managed a significant private art collection. She was also a member of the 2004 Swiss Olympic Fencing Team. Daphne is based in Geneva and reports to Ivan Durdevic, Head of ETF Distribution for DACH region.
Veronica Giacomelli
Veronica Giacomelli, Vice President, is ETF Client Advisor at J.P. Morgan Asset Management Italia, with a primary focus on the wholesale market. She joined the firm in 2021 after gaining experience as an ETF Sales professional at iShares. She began her career in 2016 with the M&A Team at Lazard Italia. Veronica holds a Master's degree in International Management and a Bachelor's degree in Business Administration & Management from Bocconi University. She also attained her CFA charter in May 2021.
Lorena Olivares
Lorena Martinez-Olivares, Executive Director, senior sales in JPMorgan Asset Management Spain responsible for the main relationships of the Spanish market and Head of ETF Distribution in Spain. An employee since 1999, she started her professional career in London and then moved to Madrid as client advisor within JPMorgan Personal Financial Services to return then to JPMAM. Lorena holds a Bachelor in Business Administration by the Colegio Universitario de Estudios Financieros (CUNEF).
Now Playing: Fixed income
With the implications of an accelerated rate-hiking cycle still playing out as markets prepare for cuts to commence, having dynamic and responsive investment solutions has never been more important. Join Andrew Lake, Head of Fixed Income, to identify the most compelling fixed income opportunities in the market today and how to access them.
Workshop Objectives:
- Examine the global fixed income universe to identify the most compelling opportunities.
- Discuss the strategies most well suited for return generation in today’s environment.
Company Profile: We are an independent active asset manager that truly believes accountability drives the right outcomes from high-conviction, long-term sustainable investing. Mirabaud Asset Management is part of the Mirabaud Group, an international provider of bespoke financial and advisory services established in 1819 in Geneva, Switzerland.
We became the independent, pure-play investment arm of the Group in 2012. Since then, we have developed capabilities across fixed income, equities and private assets, offering a range of investment solutions that align with our clients’ objectives and share their principles. Our strong sense of purpose, deep-rooted through seven generations of private ownership, defines our approach to asset management. We invest today to build the world for the generations to come.
Speakers
Andrew Lake
Head of Fixed Income – Mirabaud Asset Management
Andrew Lake has experience in the asset management industry since 1996. Prior to joining Mirabaud Asset Management in 2013, Andrew was Head of High Yield Portfolio Management at Aviva Investors. He has managed High Yield funds at Merrill Lynch Investment Managers, where he was responsible for High Yield in London, and at F&C Investments, where he co-managed the institutional High Yield product. He also managed investment grade funds at IBJ Asset Management.
Andrew Lake has a history degree from the University of York, an M.B.A from the Booth School of Business at the University of Chicago and is a non-practicing barrister.
Representatives
David Basola
Head of Consultants, GFI & Southern Europe
David Basola is Head of Southern Europe, Consultants & Global Financial Institutions and joined Mirabaud AM in 2014. Previously, he was Sales Director at Syz Group, Business Development at GAIM, and Portfolio Manager at Credit Suisse and JP Morgan. He has a degree in Business Administration from the University of Milan and holds an Executive Program from LSE. David is based in Milan.
Jérôme Paganini
Head of Sales Switzerland &Wholesale Central Europe (FraBeNeLux – DACH)
Jérôme Paganini joined Mirabaud Asset management in 2020. He has more than 15 years of asset management sales experience across both wholesales and institutional segment of the market. He held senior roles at Lombard Odier Investment Managers and Syz.
Jérôme is based in Geneva.
Elena Villalba
Managing Director Iberia and Latinoamerica
Elena Villalba has over 25 years of experience in the financial sector in the areas of business development and portfolio management. She has developed her professional career as part of firms, such as Credit Suisse and American Express, as well as more specialised boutique-level companies, such as Focus Capital Ltd, where she was founding partner and Investment Co-Director. She holds a bachelors degree in Finance from Bentley College (Boston) and Master in Portfolio Management from IEB and has certificates in various modules related to asset management taught by Harvard Business School and Massachusetts Institute of Technology. Elena is based in Madrid.
More Reward with less risk? - My name is Bond, Global Bond
Join David Roberts for a discussion around the opportunities and risks within global bonds as we move past peak interest rates and why David and his co-manager Alex Ralph believe core bonds offer investors a compelling long-term return opportunity.
Workshop Objective: Gain an understanding of the opportunities in global bond investments and how best to take advantage of them
Company Profile: Nedgroup Investments is a global asset manager with over $20 billion AUM. At Nedgroup Investments we believe everyone should benefit from the difference that the best boutiques bring. As an investment-led business, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform. We foster multi-decade relationships to enable managers and teams to flourish over the long-term offering our clients more choice, better access and deeper alignment with their investments.
We champion boutiques. We select the exceptional. We partner for decades.
Speakers
David Roberts
David Roberts is a fixed income investor with over 30 years’ experience in the industry. He was previously partner and head of global fixed income at Liontrust until late 2022. Prior to that, he was head of fixed income for Kames Capital and a member of the executive committee. Earlier in his career, he held roles at Britannia Investment Managers and Lloyds Bank. David holds a joint Honours degree in Economics and Industrial Relations as well as an MSc in Investment Analysis.
David joined Nedgroup Investments as Head of Fixed Income in 2023 to set up a Fixed Income boutique.
Representatives
Laetita de Pastre
Client Solutions Lead (Europe)
Laetitia joined Nedgroup Investments in 2023 as Client Solutions Lead, responsible business development and growth in Europe. Prio to this she was at American Century Investments in 2014 covering business development and client service responsibility in EMEA. She held this position since 2014. Prior to American Century Investments, she worked at Rabobank International as a saleswoman for German and Austrian financial institutions in Equity derivatives and Fixed Income businesses. Previously, she worked at Société Générale CIB as a sales analyst in the Solutions department in Switzerland and then in London. She earned a master's degree in management from EMLYON in France.
Powering the AI revolution
AI data centres and EV charging stations are rapidly becoming the next big growth drivers for electricity demand. Significant investments in the buildout of grid infrastructure are necessary, supplying enough electricity to the very concentrated levels of power demand. Smart clean energy solutions will ensure a reliable and carbon-free supply of power.
Thiemo Lang, Polar Capital’s Head of Sustainable Thematic Equity, and Junwei Hafner-Cai, Senior Analyst, will discuss the strong underlying drivers in the energy transition towards clean electricity. They will explain the current portfolio positioning of the Polar Capital Smart Energy Fund and give an outlook on the opportunities ahead.
Workshop Objectives: To understand how the Polar Capital Sustainable Thematic Equity team invests in companies at the forefront of the global transition towards a cleaner, more efficient, and sustainable energy future.
Company Profile: The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 13 autonomous investment teams managing specialist, active and capacity constrained portfolios.
Speakers
Thiemo Lang
Senior Portfolio Manager/Team Head
Thiemo is Head of the Sustainable Thematic Equity Team and Senior Portfolio Manager of the Polar Capital Smart Energy and Smart Mobility strategies. Before joining Polar Capital in September 2021, Thiemo was the Head of Thematic Investing Energy/Mobility/Materials of Robeco Switzerland Ltd, Zurich, being the lead manager of the RobecoSAM Smart Energy and the Smart Mobility strategies. Prior to joining Robeco in 2007, Thiemo was Senior Portfolio Manager at Lombard Odier Darier Hentsch & Cie of the Infology Fund, where he was in charge of the sub-sectors semiconductors and “new technologies”.
Junwei Hafner-Cai
Senior Analyst
Junwei joined Polar Capital in September 2021 as a Senior Analyst on the Polar Capital Smart Energy and Polar Capital Smart Mobility strategies. Prior to joining Polar Capital, Junwei was the lead portfolio manager of the RobecoSAM Global Gender Equality Impact Equities Fund and the deputy portfolio manager of the RobecoSAM Global SDG (Sustainable Development Goals) Equities Fund where she focused on companies whose businesses and products contribute positively to environmental and social objectives.
Representatives
James Brandt
Head of International Business Development
James joined Polar Capital in 2001 and founded the Sales & Marketing initiative. He was instrumental in building the various funds within their capacity constraints and recognizing the inverse relationship between funds under management and performance. James has over 25 years of sales experience and as Head of International Business Development, has responsibility for all non-UK business development. Prior to joining Polar Capital, James was a European Sales Director at Henderson Investors and prior to that worked at Hill Samuel Asset Management. He is a member of the Chartered Institute of Bankers.
Kyffen Allen
Managing Director - Polar Capital (Europe)
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Kyffen joined Polar Capital in July 2013 as Sales Manager in International Sales with primary responsibility and investor coverage of Iberia, Switzerland, France and Monaco. Prior to joining Polar Capital, Kyffen spent five years raising assets at Cazenove Capital & Finaltis and five years within structured credit sales at BNP Paribas and BGC Partners.
Generating Sustainable Returns through Responsible & Ethical Tech
Sycomore Sustainable Tech invests in Tech companies listed on international stock markets and employs an innovative SRI process, with no regional or market capitalisation constraints. Three key considerations guide our ESG approach:
- Tech for Good: companies offering products or services with a positive social or environmental impact
- Good in Tech: companies that use technology in a responsible way to reduce negative externalities on individuals and the environment
- Improvement enablers: companies that have pledged to improve on the two previous dimensions
Workshop Objectives: Showing how Sycomore Sustainable Tech provides the best positioning on leading tech in a sustainable way and through a innovative SRI process
Company Profile: Founded in 2001, Sycomore AM is a French asset manager specialized on listed equities. Its expertise is based on a hands-on approach and a proprietary model to analyze companies’ fundamentals. This model includes both financial and extra-financial criteria embedded in a dynamic database shared by fund managers and ESG (Environment, Social and Governance) specialists. They assess a company’s overall performance with regard to its stakeholders: shareholders, clients, employees, suppliers, civil society as well as environment.
Sycomore AM signed a strategic partnership with Generali Investments Holding in February 2019, which aims to create the largest and most innovative multi-boutique platform in Europe.
Speakers
David Rainville
Portfolio Manager
David Rainville joined Sycomore AM in 2023 to manage the fund Sycomore Sustainable Tech, a sustainable strategy launched in 2020 employing an innovative socially responsible investment approach. David began his career in 2015 with Barclays Investment Bank in London, and later New York, where he served as an equity analyst. He joined Emmett Partners in 2019 as a global analyst responsible for fundamental research covering the Technology, Internet, Media, Consumer Goods, and Industrial sectors. In 2021, he moved to Tudor Investment Corporation, serving as an analyst specialising in the technology sector
Representatives
Francesca MOZZATI
International Sales, Southern Europe
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https://www.linkedin.com/in/francesca-mozzati-384a361/
Francesca Mozzati started her career at Natixis CIB: first as Head of Equity Sales for Italian institutional clients for 12 years, and after in the Corporate Access team, in charge of origination and corporate events for another 3 years. In 2015, she participated in the development of a new sales animation team dedicated to structured products for the BPCE banking network. In January 2018 Francesca joined the commercial team of Sycomore AM as Product Specialist, to cover Southern Europe and more particularly the Italian market.
Varenne Capital Partners: Four Complementary Frameworks for Equity-like Returns plus Risk Mitigation.
Varenne Capital sets itself apart through a distinctive blend of independent and complementary frameworks, developed over years of research and development. Our unique philosophy of solving equations differently and adding value at every stage of the investment lifecycle drives our commitment to delivering superior long-term returns with minimized risk.
Discover how our comprehensive strategy skilfully separates opportunities from risks, employing Tail Risk Hedging for downside mitigation, and maximizing potential through Long Equity, Short Equity, and Merger Arbitrage. Supported by dedicated teams offering unique perspectives, you will see how our expertise, enriched by proprietary databases, empowers us to discern and seize the most promising opportunities on public developed market equities, with reduced expected drawdowns.
Workshop Objectives: Explore synergies between our frameworks: Long Equity drives returns throughout the cycle, Short Equity adds idiosyncratic performance, and Merger Arbitrage funds the Tail Risk Hedging to optimise overall performance.
Company Profile: Varenne Capital is a research and process driven investment manager based in Paris, France, where it was founded by its current management team in 2003.
With 8 nationalities in a team of 44 people, including 19 investment professionals, the team fosters a culture of openness and diversity translating into very low turnover and an average tenure of 9 years in the investment team. All senior associates are shareholders or stock option holders in the firm and co-invest a significant portion of their wealth along our long-standing clients worldwide.
Speakers
Jonathan Monat
Manager, Investor Relations
Jonathan joined Varenne in 2021. Prior to Varenne, Jon was Portfolio Manager, Public Assets for a Canadian Institutional Investor and previously worked at a Multi-Family Office where he specialized in Asset Allocation and Manager Selection, with a focus on Alternatives. Jon holds a MSc In Financial Economics from HEC Montréal and is both a CAIA and CFA charterholder. Jon also passed the Certificate in ESG Investing from the CFA Institute.
Representatives
Thierry Goudin
Managing Director, Business Development
Thierry, with 25+ years in asset management, serves as Managing Director, Business Development. He began at Banque Paribas, advanced through Société Générale Asset Management, and joined Groupama AM in 2008 as Marketing Director, later becoming Development Director. In this capacity, he oversees all the sales, marketing, and customer service teams of the management company. Thierry holds a Master's in Finance from Institut Supérieur de Gestion (ISG).
Jeremy Mercado
Client Relationship Manager
Jérémy is responsible for developing and strengthening client relationships in France. Prior to joining Varenne Capital, Jérémy worked in a similar role at Colville Capital Partners and Jupiter Asset Management. Jérémy began his career at Generali Investments as a sales representative. He holds a bachelor's degree in economics and management from Université Montesquieu Bordeaux 4 and a master's degree in finance from NEOMA Business School.
Demystifying European Small Caps
Join fund manager Ingmar Schaefer, who will explore the strategic rationale behind investing in European Small Caps within the context of a global equity portfolio.
Distinct from other regions and market caps, this segment offers investors unique opportunities to tap into the potential for growth and attractive valuations.
To demystify the asset class we will discuss today’s opportunity set within the longer term context. We will also examine the diversification potential within European Small Caps, and how it allows investors to enhance their portfolio's risk-return profile and reduce concentration risks. Using examples, we will share the building blocks that drive performance and how we identify promising companies.
We look forward to meeting you in Montreux.
Workshop Objectives: Discover the strategic rationale for investing in European Small Caps. We will explore the growth potential of the category, diversification, and the alpha generation opportunities available.
Company Profile: Van Lanschot Kempen Investment Management NV is part of the Van Lanschot Kempen group, with roots dating back to 1737. We are active managers who bring free thinking, resolve and originality to investment decisions. This helps us to reach hard-to-access asset classes that are often missed by competitors. Placing considerable focus on active engagement we aim to unlock value in a sustainable way, guiding investors through the transition to a sustainable economy. Van Lanschot Kempen Investment Management NV is licensed to manage UCITS and AIFs and is authorised to provide investment services under the supervision by the Netherlands Authority for the Financial Markets. As of 30/04/2024, Van Lanschot Kempen Investment Management had a total of €82.6 billion in client assets.
Speakers
Ingmar Schaefer
Senior Portfolio Manager – Small Cap Equity
Ingmar joined Van Lanschot Kempen in 2019 from APG Asset Management where he was Senior Portfolio Manager responsible for a large and concentrated portfolio of European small and mid-cap companies. Ingmar began his career as Junior Portfolio Manager at Delta Lloyd Asset Management also looking after portfolios of European small- and mid-cap companies. Ingmar holds a Master of Science degree in Investment Analysis from the University of Tilburg, a Master of Science degree in Management Research from the University of Bradford School of Management and he completed further studies at Columbia University and IMD Business School.
Representatives
Frank Oliver Jüdt
Business development products and strategies - Switzerland
Frank joined Van Lanschot Kempen in July 2020 as business developer in charge of Switzerland. Prior to this his over 30 years’ experience was gained as an analyst and portfolio manager at NN IP, UBS, LGT and AXA. Frank graduated in Business Economics from the University of Lausanne and is a CFA charterholder.
Daniel Whitaker
Business development products and strategies – Switzerland, Italy, and Iberia
Daniel joined Van Lanschot Kempen in May 2021 as a Senior Associate in Business Development for Switzerland, Italy, and Iberia. Daniel holds a B.A. in Politics from the University of Leeds.
Amy Vogel
Business development products and strategies
Amy joined Van Lanschot Kempen in August 2023 as an Associate within the Wholesale team covering Italy, Iberia and Switzerland. Amy holds a BA in History and Politics from University College London (UCL) and has completed the Investment Management Certificate.