Speakers
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Khurram Jafree
Filmon Ghebrihiwet
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Jorge Felippe
Mr. Jorge Felippe is the Chief Executive Officer (CEO) at Almulla Capital. He also serves as a board member and member of the Investment Committee. Mr. Jorge has over 20 years of experience in private equity, consulting, and industry across Europe, the Middle East, Brazil, and Asia. He built substantial capabilities in leading organisations through operational improvements and portfolio management.
Mr. Jorge holds a leadership role as a partner at Bridge Capital. He is also a former senior member of the investment team of Mizuho Gulf Capital, Principal at Ashmore PE, and Strategy Director of British Gas, with prior experience in consulting at BCG and marketing with P&L responsibility at P&G and Reckitt Benckiser.
Mr. Jorge graduated from London Business School with an MBA. He also holds two bachelors from FGV and University of Sao Paulo in business and advertising respectively. He is fluent in English, Portuguese, and Spanish.
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Manuel Rogl
Manuel Rogl is a Deputy Director at JIMCO, the global investment arm of the Jameel family, having joined in 2018. He previously worked in the structuring group of UniCredit CIB and as an investment banker at Deutsche Bank.
Manuel holds a Master of Commerce in Finance and Accounting from Macquarie University, Sydney, Australia, and a Master of Science in Finance and Information from University of Augsburg, Germany.
He is also a CAIA charter holder.
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Workshops
Workshops
High income and opportunistic investments across private credit
Explore current opportunities across private credit in both liquid and more illiquid markets. Mr.Rajagopal will discuss how senior secured loans of performing companies can provide attractive floating-rate income while benefitting from structural downside mitigants and daily liquidity options, with particular emphasis on the present macroeconomic considerations. Additionally, the presentation will discuss the expanded opportunity in distressed credit & special situations within small capitalization companies for investors seeking equity like returns with a mitigated risk profile. The conversation will discuss opportunities across developed markets such as the US and Europe and the relative merits of each.
Workshop Objectives: Identify and discuss attractive entry points for investors across private credit, ranging from high income opportunities in performing companies to more opportunistic investments in distressed credit & special situations.
Company Profile: Invesco Ltd. is one of the world’s leading independent global investment firms with over $1.4 trillion in assets under management.
Invesco Private Credit is a global platform with over USD 38 billion in AUM and over 100 dedicated professionals across direct lending, broadly syndicated loans / collateralized loan obligations (CLO), and distressed credit & special situations. Invesco has managed corporate senior loans since 1989, making the firm one of the original investors in this asset class and has products ranging across US, European, and global exposure.
Speakers
Raman Rajagopal
Senior Client Portfolio Manager
Raman is a Senior Client Portfolio Manager for Invesco’s global private credit platform, which includes capabilities across broadly syndicated loans, CLOs, direct lending, and distressed credit.
Raman joined the organization in 2016. Prior to this role, he has held roles focusing on private markets asset classes as well as in corporate strategy. Before joining the firm, he was a management consultant with Accenture, where he concentrated on wealth and asset management companies. Prior to Accenture, he worked in asset management roles with Oppenheimer & Co. and Morgan Stanley. He began his career as a corporate attorney with Paul Hastings LLP, where he focused on mergers and acquisitions.
Raman earned a BS degree with university honors from Carnegie Mellon University and
a JD from the University of Southern California Law School.
Representatives
Shahid Kabeer
Client Director
Shahid Kabeer’s primary focus is on Invesco’s coverage of regional institutions and family offices with an emphasis on our private market strategies. He was previously heading investor relations at a DIFC-based alternatives asset management firm investing in global PE and also managing GCC relations for top-tier international asset managers active in private credit, real estate and secondaries.
Josette Rizk
Head of Middle East and Africa
Josette is based in Invesco’s Dubai International Financial Centre office and is responsible for developing and leading Invesco’s wholesale and institutional business across the Middle East and Africa. She leads a team that represents Invesco’s full range of investment strategies across a broad set of asset classes and vehicles, with a focus on working with private and retail banks, sovereign investors, pension funds, investment companies and family offices.
Accessing Idiosyncratic opportunities in a new regime
As we enter a new regime where cost of capital is elevated, heightened volatility is persistent and regulatory restrictions are continuing to tighten across banks; patient and flexible long-term capital should now sift through the beta to isolate alpha stories via more focused strategies which maximize risk adjusted carry and harvest idiosyncratic alpha.
Workshop Objectives:
- How to exploit late stage credit cycles
- Best risk/return drivers to isolate in this environment
- How to harvest volatility and capital structure dispersion
Company Profile: Lord Abbett is an independent, privately held, employee owned Global Asset Manager whose sole focus is Asset Management. Founded in 1929, we have continued to evolve our investment led proposition to serve our global client base effectively. We were the first Multi Sector Credit investor dating back to 1971 and have been managing solutions for clients in this space for over 50 years. This philosophy has become the core foundation on how we think about and manage credit portfolios for clients across the capital structure and liquidity spectrum. Clients have entrusted us with $200bn of capital which we actively invest across capital markets.
Speakers
Eric Kang
Partner & Co-Lead on Credit Opportunities & Special Situations
Mr. Kang joined Lord Abbett in 2015 and was named Partner in 2023. Prior to his current role, he worked as a Research Analyst for the Credit Research team, which supports all of Lord Abbett’s Global Fixed Income capabilities. His previous experience includes serving as Principal, Senior Analyst at Mid Ocean Credit Partners; Senior Analyst at Bell Point Capital Management; Analyst, Fundamental Credit Group at Citadel Investment Group; Vice President and Associate, Principal Credit Group at Merrill Lynch; and Analyst, Investment Banking at Donaldson, Lufkin & Jenrette. He has worked in the financial services industry since 1999. He earned a BS in economics from the Wharton School of Business at the University of Pennsylvania and an MBA from the Darden School of Business at the University of Virginia.
Representatives
James Savastano
Senior Executive Officer, Head of MEA
James is responsible for leading and managing the strategic direction of Lord Abbett's MEA Institutional & Wholesale businesses. Previously he served as VP at Lazard covering MEA Institutions. He holds a BA in Global Business from USW, a Charter from CISI and has passed the IMC & Level 2 of the CFA Program. He is also a member of CFA Institute & CFA Society Emirates.
Nikko AM Global Equity - Future Quality Investing
We are currently in the midst of a regime change to a world of slower growth, periodic bouts of inflation and technological transformation. While much of what the future holds is unknowable, we believe there are clear long-term trends that can help guide investors: the path to clean energy, growing healthcare requirements and of course, Artificial Intelligence. To outperform you have to think differently, and the Nikko AM Future Quality philosophy to investing in Global Equities, with its focus on Future Quality companies that have been shown to deliver better performance over time, helps to identify the market leaders of tomorrow.
Workshop Objectives: To showcase the Future Quality philosophy to investing, how it is differentiated from the typical Growth vs Value argument, and the key trends we see having the biggest impact in the near future.
Company Profile: Nikko Asset Management is one of Asia’s largest asset managers, with 219.2bn USD* under management, providing high-conviction, active fund management across a range of Equity, Fixed Income and Multi-Asset strategies. In addition, our complementary range of passive strategies covers more than 20 indices and includes some of Asia’s largest exchange-traded funds (ETFs).
In the pursuit of excellence, we approach everything we do with an entrepreneurial mindset. This enables us to think differently, transforming intelligent insights into innovative, relevant investment opportunities for our clients. Leveraging our unique combination of a global perspective complemented by our Asian DNA, we aspire to create sophisticated and diverse solutions that set new standards in the asset management industry.
*As of June 2023
Speakers
Will Low
Portfolio Manager & Head of Global Equity
Will Low joined Nikko AM in 2014 as a Portfolio Manager with overall responsibility for the Global Equity team in their Edinburgh office. Prior to joining Nikko AM, he was Director of Equities at Scottish Widows Investment Partners, where he reported directly to the CEO and had overall responsibility for the Global Equity, Specialist Equity, Dealing and Governance teams. Will built a robust team and process that harnessed strengths in researching companies and constructing high conviction investment portfolios.
Representatives
Tim Lord
Business Development Director, Middle East & Africa
Tim joined Nikko Asset Management in November 2015, in the position of Head of Client Services for the EMEA region, based in London. Tim was then appointed Business Development Director with responsibility for Sales and Marketing activities in the Middle East & Africa in 2017.
Before Nikko AM, Tim was Global Head of Relationship Development and Client Service at Baring Asset Management with a focus on institutional clients.
Rob Bluzmanis
CEO of Nikko AM Europe
Rob Bluzmanis is Regional Head of EMEA and Chief Executive Officer of Nikko Asset Management Europe Ltd (Nikko AM Europe). He is responsible for all aspects of Nikko AM’s business across the EMEA region, including its offices in London, Edinburgh, Luxembourg and Frankfurt, and its continuing growth strategy.
Rob joined Nikko AM in 2015 in Sydney, where his most recent role was Head of Distribution for Nikko AM Australia, where he was responsible for the sales strategy, execution, and management of institutional, intermediary sales and clients service teams.