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Workshops
Workshops
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Fund Group Workshop
BNY Mellon Investment Management is a division of BNY Mellon, which has $48.8 trillion in assets under custody and/or administration as of March 31, 2024. Established in 1784, BNY Mellon is America’s oldest bank. Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on LinkedIn or visit our newsroom for the latest company news.
Fund Group Workshop
Speakers
Leonardo Anguiano
Managing Director and Portfolio Manager, Infrastructure Equities
Leonardo Anguiano is a Managing Director and Portfolio Manager on the Infrastructure Equities team for Brookfield’s Public Securities Group. In this role, he oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Before focusing on his portfolio manager duties, he was responsible for covering European securities focusing on the water, transportation and energy infrastructure sectors.
Mr. Anguiano’s past experience includes both direct and listed infrastructure investing, and he has spent the majority of his career in London. Prior to joining Brookfield in 2015, he worked for Santander in Madrid where he was in specialty sales covering infrastructure and utilities. Prior to Santander, Mr. Anguiano worked at Arcus Infrastructure Partners and Babcock & Brown focusing on direct infrastructure investing. Mr. Anguiano started his career at JP Morgan Cazenove on the sell side.
Mr. Anguiano earned a Master of Philosophy from Cambridge University and a Bachelor of Science from the London School of Economics.
Aiming to deliver consistent alpha in a passive world
Over the past twenty years, passive management has experienced strong growth, resulting in a high demand for liquidity on the part of passive market players. During index rebalancing, this creates price discrepancies, and therefore opportunities for investors.
Our Equity Market Neutral strategy aims to deliver positive absolute returns by taking long and short positions on worldwide equity indices and their constituents, to benefit from short to medium term pricing inefficiencies.
Workshop Objective: The workshop will allow investors to discover a so-called market-neutral strategy which has more than twenty years of delivering alpha and which is based on opportunities arising from the growth of passive management.
Company Profile: Candriam has managed alternative investments since 1996, with €4.2bn AUM (as of January 2024) and 34 dedicated investment professionals. All strategies are available in UCITS funds and available on platforms such as All Funds, MFEX and Clearstream.
Candriam is a global asset manager with over $150 billion in assets under management, over 25 years of experience and more than 500 employees servicing over 20 countries.
Our core values of “Conviction & Responsibility” are embedded in our name. Conviction AND Responsibility In Asset Management becomes the acronym CANDRIAM. We're investors led by conviction and driven by a responsible approach to investing.
Speakers
Grégoire Thomas
Head of Equity Market Neutral
Grégoire Thomas has been Head of Equity Market Neutral at Candriam since 2023.
Prior to this, he was a Senior Portfolio Manager at Millennium Capital Management in France. He has a broad career in global financial institutions, including equity synthetics, securities lending, and trading with Bank of America Securities Europe and Bank of America Merrill Lynch, managing securities finance at Société Générale, and trading in both Asian and Pan European Index Arbitrage.
Grégoire holds an MSc in Securities markets, commodities markets, and risk from Université Paris Dauphine (2002) and an MSc in Engineering, Finance, Economics from Ecole Centrale Paris (2001).
Representatives
Keith Dixson
Head of International Development
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Keith Dixson joined Candriam in 2015 and is responsible for developing Candriam’s business in Asia. Keith’s career began with Matterhorn Investment Management, a start-up specializing in emerging markets equity funds working out of offices in London and Hong Kong. In 2011, Keith joined Cheyne Capital Management, one of Europe’s leading alternative asset and real estate debt and impact firms, as a partner focusing on North America.
Initially based in Candriam’s London offices, Keith moved to the Dubai, UAE office in 2022.
Real Assets: opportunities in the new market regime
Real assets offer the ability to deliver attractive full cycle returns. Cohen & Steers is the world’s largest active manager specialising in liquid Real Assets. Learn how to include real assets in a well-diversified portfolio to potentially improve risk-adjusted returns without sacrificing growth potential.
Workshop Objective: To understand the key strategic benefits of diversified real assets, why the next several years remain critical to maintaining an allocation, and Cohen & Steers’ unique investment approach.
Company Profile: Dedicated to the pursuit of excellence in everything we do, Cohen & Steers, New York Stock Exchange listed company, is a leading global investment manager specializing in real assets and alternative income, focused on delivering alpha, income and diversification. Our teams are relentless in their drive to provide superior investment solutions and passionate about constantly innovating to meet the needs of clients today and anticipate their challenges of tomorrow.
Speakers
Michelle Butler
Senior Portfolio Specialist
Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities. Her primary responsibility is articulating the investment teams’ process, positioning, and investment outlook. She joined the firm in 2013 and has 28 years of investment-related experience. She is the holder of Series 3, 7, and 63 FINRA certifications. Ms. Butler is based in New York.
Representatives
Liyen Wee
Head of Wealth, Asia Pacific
Dan Charles
Executive Vice President, Head of Global Distribution
Global Real Estate
Our Multi-Managers business offers indirect real asset investment solutions via fund-of-fund structures for real estate, infrastructure and private equity. The combined business has a track record of more than 20 years, managing investments of USD 44.6 billion.1
UBS AM is a global large-scale and diversified asset manager, with a presence in 23 markets. We offer investment capabilities and styles across all major traditional and alternative asset classes – from active to passive including a comprehensive sustainable investing offering – as well as advisory support to institutions, wholesale intermediaries and Global Wealth Management clients. Invested assets for the UBS Asset Management business division of UBS Group AG totaled USD 1.6 trillion.2
1As of September 30, 2023
2As of December 31, 2023
Speakers
Charlene Huang
Co-Head Multi-Managers Real Estate APAC
Charlene Huang was appointed APAC Portfolio Manager for Multi-Managers Real Estate (MM-RE) in December 2014.
With 19 years of investment industry experience, she is responsible for investment selection and growing the Private Markets client and product franchise in the Asia Pacific region.
Charlene is a voting member of the UBS Real Estate and Private Markets Management Committee, UBS Multi-Manager Real Estate Global Investment Committee as well as the UBS REPM APAC Management Committee. She is also the Deputy Country Head of UBS Asset Management (Singapore) and a Board member of UBS Asset Management (Singapore).
Prior to relocating to Singapore in 2011, Charlene was working with the MM-RE team in London where she worked on the wind down of a large global portfolio of indirect real estate positions and investment programs.
Representatives
Zong Han Lee
Client Relationship Manager
Zong Han has over 11 years of experience in the Banking and Asset Management Industry and is a part of the Wholesale Client Coverage team based in Singapore. He is responsible for the client relationship management and wholesale distribution in Singapore and South East Asia. He covers both the retail and private banking segments mainly in both Singapore and Thailand.
Prior to joining the SEA Wholesale Client Coverage team, Zong Han started his journey in UBS with the Fund Administration team in 2012 before moving to the Client Coverage Team in 2014.
Zong Han graduated from the National University of Singapore with a Bachelor of Arts degree (Economics).
Daniel Soon, CFA
Client Relationship Manager
Daniel is a Client Relationship Manager based in Singapore and is responsible for the distribution of UBS Asset Management solutions to wholesale distributors in Singapore and Southeast Asia.This encompasses business development and communicating the firm’s investment capabilities across asset classes. Before joining UBS in 2020, Daniel was in a business development role with Robeco, focusing on the private banks segment. Prior to that, he was part of the advisory team at Cambridge Associates and was involved in the delivery of portfolio management services to institutional clients.
Daniel holds a Bachelor in Business Management (Finance) degree from the Singapore Management University and is a CFA Charterholder.
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