Citywire Southern European Private Wealth & Family Office Retreat 2024

Excellence in Biotech Investments and access to fast growing Biotech sector. BB Biotech is specialized in investments in the Biotech sector with focus on companies active in the development of innovative drugs, i.e. in a market segment characterized by innovation and strong growth rates. The focus is on companies whose products address an unmet medical need and thus have the potential to achieve above-average growth in sales and earnings. BB Biotech is the competent partner with a track record of 30 years for all investors wishing to invest in the biotech sector.
By investing in BB Biotech, you share in the success of 20-35 portfolio companies. 
BB Biotech is the ideal diversification for a portfolio (interesting alternative to Pharma) 

Workshop Objective: Present BB Biotech, its portfolio and explain our investment process

- BB Biotech AG is a listed investment company 
- Founded in 1993 in CH
- Among the world's largest biotech investors
- AUM CHF 2.3 (31.3.2024)
- Investment Management Team with scientific/financial background  
- Concentrated portfolio with focus on small and mid-cap companies 
- Active portfolio management 
- Multi-stage due diligence process including sustainability criteria based on bottom-up fundamental analysis

Biotech invests in companies in the fast growing market of biotechnology and is one of the world's largest investors in this sector with 30 years of experience.  The shares of BB Biotech are listed on the SIX Swiss Exchange and the Frankfurt Stock Exchange. Its investments are focused on listed companies that are developing and commercializing novel drugs that offer sound value for the healthcare system.

Overview of Bestinver´s long term investment philosophy across liquid and illiquid strategies. From an equities perspective, the intelligent investor can distinguish between changes in the real value of a company and what are simply fluctuations in its price. An investor with a long-term horizon can benefit from value investing, selecting good companies, acquiring them at a good price and waiting patiently for the price and the intrinsic value of the company to converge. History shows us that this is an effective method of generating returns in excess of the market. How can that vision be transferred to illiquid strategies?

Workshop Objective: Get to know Bestinver´s long term approach to investing

Company Profile: Bestinver is the largest independent asset manager in Spain with more than € 6,4 BN in assets under management. With 35 years of history, Bestinver works with the objective of generating long-term returns for investors.

● 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.

Give to the audience the essence of our Disruption Strategy with our flagship fund: G Fund - Global Disruption launched more than 5 years ago.
Our world is undergoing profound changes: the digital revolution, changes in consumer habits, climate change, natural resources scarcity and demographic change. Some companies will be able to take advantage of these changes and achieve dazzling growth by accompanying or even triggering them.
G Fund - Global Disruption aims to identify disruptive companies that will accelerate their growth because of these long-term trends.

The objective of the workshop is to focus on the fund's ability to identify tomorrow's leaders through our distinctive approach. Thus, we will respond to the 3 key questions below:
Why disruption? Why now? And why with Groupama Asset Management?

Company Profile:

With more than EUR 100 mn of assets under management, Groupama AM is a leading asset manager, ranking among the top 10 French players. 
The company is a multi-specialist asset manager offering a large range of investment solutions among the main asset classes: fixed income, equities, convertibles bonds, private debt, multi-asset funds and money market funds.
Our investment teams offer a large range of products and solutions focused on the investors needs such as Institutional, Corporate and Retail clients.
For more than 20 years, Groupama Asset Management has included the dimension of social responsibility into its investment model. The teams organization and the fund range relies on strong capabilities, including a proprietary methodology for ESG analysis, engagement policy, exclusion policies and sustainability risks monitoring.

The current macro environment has brought new challenges for investors: inflation, interest rate uncertainty and geopolitical risks. In this presentation we will explore the importance of diversification in portfolios and the role that hedge funds and liquid alternatives can play in a client portfolio. We will explore:

• The reasons why diversification has become more relevant today and may remain more important looking ahead
• The role hedge funds can play in bringing diversification to portfolios
• The considerations around implementing solutions in this space and the potential benefits of using partners like Mercer to help with this.

The workshop will provide an understanding of the role that hedge funds and liquid alternatives can play in bringing different sources of diversification to portfolios and why this is particularly important at the moment.

The transition to net zero presents a major, structural investment opportunity. Transition investing allows Investors to pursue their return goals while seeking to make real-world change in two ways: by financing new infrastructure/industries that will speed up the energy transition, and providing capital at commercial rates to the heavy emitters of today that have credible transition plans. Matt Christ explains that a focus on emerging markets is vital as that is where the greatest transition needs and opportunities reside. Emerging market companies are at the heart of this transition finance opportunity; using case studies, Matt will bring to life this exciting new field of investment.

Workshop Objective: For attendees to understand that emerging market companies are at the heart of the transition finance opportunity.

Company Profile: Investing for a world of change. Ninety One is an active, global investment manager managing €143.3billion in assets (as at 31.12.23). Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.
Established in South Africa in 1991, as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.
We are committed to developing specialist investment teams organically. Our heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to our clients - institutions, advisors and individual investors around the world. 

The acceleration of AI technology—supported by unprecedented computational power—opens a new frontier for investors, in our view. 
In the coming decade, we anticipate a significant surge in computational resources. This will not only enhance existing AI models but also facilitate an explosion in innovative use-cases across various sectors. The implications for industries and investors are profound as we approach this transformative phase.

We expect most of the value from this next wave of technological advancement to accrue to the semiconductor value chain, cloud hyperscalers, and select industry leaders.

Workshop Objectives: Learn about the drivers of compute power and demand.
Understand the implications for enabling technology providers.
Appreciate how the value created will disproportionately benefit certain businesses at the expense of others.

Sands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning venture capital, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 40 countries.

An independent, staff-owned firm founded in 1992 and headquartered in the Washington, D.C. area with offices in London and Singapore, Sands Capital managed more than $54.5 billion in client assets as of March 31, 2024.

AUM includes the discretionary and non-discretionary assets of Sands Capital Management, LLC as of 3/31/24, and the gross assets of all funds (not including uncalled capital) for Sands Capital Ventures, LLC. Figures for Sands Capital Ventures, LLC are updated 45-60 days after quarter-end.

For decades investors have been enticed to enter the Emerging Markets, lured by the promise of high growth rates brought on by a burgeoning middle class. The challenge has always been how to manage the risks inherent in Emerging Markets. Alexandre Marquis, Executive Director, Senior Portfolio Manager, Defensive Equities at Unigestion, will delve into harvesting the current opportunities with reduced risk. With Unigestion’s long history in navigating these dynamic markets, we'll explore today's compelling investment prospects. Our process is a disciplined, active, unconstrained equity management process. We combine fundamental qualitative measures with quantitative tools to construct portfolios with attractive return asymmetry and risk profiles.

Company Profile:  Unigestion is an independent, specialist asset manager providing innovative, tailored solutions for investors worldwide. Since our creation in 1971, we have stayed true to our conviction that intelligent risk-taking is key to delivering consistent returns over time. Today, we are responsible for USD 17.9bn in assets under management across our three areas of expertise – private equity, equities, multi-asset & wealth management. 
Our focus on understanding and anticipating risk as a means to outperform sets us apart. By taking risk in a measured, informed way, we aim to deliver superior performance for our clients. Risk management is part of our DNA, our culture and defines everything we do.
Headquartered in Geneva, Unigestion has a global presence that extends across Europe, North America and Asia. We are privately owned, with a shareholder structure designed to ensure our long-term stability and align our interests with those of our clients.