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Workshops
Workshops
ACATIS Datini Valueflex Fund: the base with integrated springs
Springs are an integral part of everyday life and provide a good illustration of investment opportunities that have not yet been discovered by the market. As soon as these opportunities are identified, prices skyrocket. The ACATIS Datini Valueflex Fund, which has achieved an annual return of 13.8% since its launch on 22 December 2008, is a case in point. The fund takes a flexible and opportunistic approach to capitalising on investment opportunities, with an investment range of 0% to 100%. The emphasis is on value investments in different asset classes, with a long-term perspective and regular review of market conditions. The fund currently has assets of €781 million as at 31 August 2025.
Workshop Objectives:
Laetita-Zarah Gerbes presents promising investment opportunities in the future themes like AI, Infrastructure and Healthcare waiting to be discovered in the ACATIS Datini Valueflex Fund, allowing you to unlock your full stock market potential.
Company Profile:
ACATIS introduced value investing to Germany in 1994, inspired by Warren Buffett and Charlie Munger. Hendrik Leber, founder and portfolio manager at ACATIS, is considered a pioneer of value investing in Germany. The strategy, based on the theories of Benjamin Graham, focuses on identifying undervalued companies through fundamental analysis of financial data. The premise is that markets are inefficient and that share prices often diverge from the real value of a company. ACATIS has further developed the classic approach into ‘Buffett 2.0’, which, in addition to fundamental analysis, also assesses the future sustainability of business models in order to meet the challenges posed by digitalisation and innovation.
ACATIS offers value investing in equity funds, mixed funds, value-sustainability funds and fixed income funds. Since October 2016, ACATIS has been offering value equity funds based on artificial intelligence. AuM €10.4 billion (31 January 2025).
Speakers
Laetitia-Zarah Gerbes
Co-Portfolio Manager
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Studied International Business Administration with a dual degree from EBS University in Oestrich-Winkel and Exeter University in England.
Before joining ACATIS in 2020, she completed her master's degree with a double major in finance at Bocconi University in Milan and international management at ESADE University in Barcelona.
At ACATIS Investment, she is co-portfolio manager of the ACATIS Datini Valueflex Fund. Together with Dr Hendrik Leber, she successfully manages a mixed fund strategy for a large family office. Previously, she successfully managed a fund focusing on future-oriented themes and, together with Dr Leber and the portfolio management team, a long-term equity strategy called ‘stocks for the long run’ designed specifically for a large family office.
Representatives
Luis Manuel Caceres
Global Head of Sales
Luis Caceres joined ACATIS Investment in July 2023 as Global Head of Sales for the business development team in Europe. Before joining ACATIS, he worked as director of wholesale development in Germany and Austria for Carmignac Gestion. Before joining Fidelity International in Germany as Associate Director of sales for insurance companies, IFAs and fund of funds managers. Luis Caceres has 22 years of experience in the financial sector and holds a degree in Economics from the University of Applied Sciences (Frankfurt). He obtained the CEFA diploma.
Eva María Zaragoza Laguarda
Institutional Sales Iberia, Italy and the United Kingdom
Eva Zaragozá graduated in Economics and Business from the University of Valencia and obtained a Master's degree in Financial Sciences (MSc Finance) from the University of London. She began her professional career in the financial sector in London, working for Banco Bilbao Vizcaya, now BBVA. In 2014, she joined ACATIS as a member of the institutional sales team, with responsibility for Iberia, Italy and the United Kingdom.
Beyond the Mainstream: Complementing Traditional Portfolios with Differentiated Strategies
We invite you to a session exploring how our specialized private market strategies can enhance and diversify traditional portfolios. Over the years, we have built a successful track record in credit and equity investments, and today we continue to expand our offering with innovative approaches that address evolving investor needs and market environment. We are thrilled to present two new strategies in this session, Asset-Backed Art Lending and Sports, Media & Entertainment Private Equity, developed in partnership with leading industry experts who bring insider access and proprietary deal-sourcing capabilities. Together with our long-standing expertise, commercial relationships and resources these partnerships open new avenues for value creation.
Workshop Objectives:
The session aims to highlight how specialized strategies can help to diversify traditional asset allocation through their uncorrelated nature and build resilient portfolios for family offices and institutional investors alike.
Company Profile:
EnTrust Global is a U.S.-based alternative asset manager with a worldwide presence and ~$16bn in total assets. Of this, ~$7.3bn is dedicated to a real assets platform with a strategic emphasis on the maritime industry. This platform includes a $1.3bn PE Impact strategy and a ~$6bn senior secured lending private credit strategy. The latter has gained broad global recognition due to its competitive returns, stable income generation, capital cost efficiency and speed of deployment.
In addition, EnTrust manages a $7bn Opportunistic Co-Investment platform that has attracted strong interest in both the U.S. and Europe.
Through the launch of new initiatives in sports, media, entertainment, and art-secured lending, EnTrust is reinforcing its commitment to innovation, growth and diversification in private markets and to delivering a differentiated approach for its investors.
* PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. The investment strategies noted above are speculative and can lead to investment losses. “Total Assets” includes discretionary and non-discretionary mandates as well as contractual and non-binding mandates. The firm’s “Regulatory Assets Under Management” is different and is set forth in the firm’s Form ADV, Part 2A (Item 4), available upon request.
Speakers
Diana Botezatu
Senior Vice President, Investment Research
Diana Botezatu is responsible for sourcing, underwriting, and monitoring investments across the capital structure, having over 10 years’ experience in evaluating corporate financial structures, valuations, and risk modeling. Diana joined the firm in 2017, before which she was a Hedge Fund Accountant at Wells Fargo Bank responsible for statutory financial audits preparation, financial accounting, and valuations. Diana holds a BS Honors in Business Economics from London Metropolitan University, the ESG Investing Certificate from CFA, and is a licensed ACCA chartered accountant for which she was awarded the gold medal for scoring the highest aggregate score worldwide.
Representatives
Ginevra Facincani
Senior Associate, International Business Development
Graduated in Management & Corporate Finance, Ginevra has been part of EnTrust Global’s Business Development team since September 2023, focusing primarily on the European market. Prior to joining EnTrust Global, she worked for three years at Fondo Italiano d'Investimento in Fundraising and Investor Relations.
Viktoria Moskalew
Senior Associate, International Business Development
Viktoria joined the Business Development team at EnTrust Global in December 2020, supporting the EMEA team and assisting with client coverage, fundraising, and marketing activities. Prior to this, she worked for 3 years in the German Asset Management Audit department at KPMG Luxembourg, where she provided executive support to two partners and assisted audit teams on client engagements.
Taking Advantage of Market Volatility: The Proven FERI Approach to Option Premium Collection
With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.
Workshop Objectives:
We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:
- Systematic Approach: Benefits of our proven, rule-based method.
- Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
- Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
- Preparing for Declines: Tools for managing market downturns.
- Continuous Hedging: Ensuring long-term success and liquidity.
Join us to see how these insights can enhance your investment strategy.
Speakers
Stephan Bongartz
Portfolio Manager
Stephan Bongartz is a Portfolio Manager within the Volatility Strategies department at FERI, where he is responsible for the day-to-day management of the EuroEquityFlex fund, as well as trading, cash, and collateral management in the Hedge Funds and Volatility Strategies divisions. Stephan joined FERI in 2015 and previously worked as an Analyst in the Hedge Fund department, focusing on Credit Long/Short and Event-Driven strategies.
He holds a Master of Arts (M.A.) in Banking and Finance (MBF) from the University of St. Gallen, Switzerland, and a Bachelor of Arts (B.A.) in Philosophy and Economics from the University of Bayreuth. Stephan is also a Chartered Financial Analyst (CFA) and a member of the CFA Society Germany. Additionally, he is a PhD candidate at the University of Neuchâtel.
Representatives
Horst Gerstner
Lead Portfolio Manager
As the Lead Portfolio Manager of the Volatility Strategies department at FERI, Horst Gerstner is responsible for trading decisions and the development and refinement of quantitative investment strategies across FERI’s volatility funds: OptoFlex, US EquityFlex, and EuroEquityFlex. He has been trading derivatives for various client mandates since 2001.
Prior to joining FERI, Horst was the Lead Portfolio Manager for six years and Co-Portfolio Manager for four years of the Athena Volatility Strategies, a family of hedge funds that pursue option strategies on the S&P 500 and EuroStoxx 50 equity indices. He was also responsible for the Athena Volatilitätsstrategie UCITS funds during this time.
Michael Barroilhet
Sales Manager Institutional Clients
Michael Barroilhet is responsible for relationships with institutional investors across France, Benelux, and Iberia. He joined FERI in 2021 as a hedge fund analyst, specializing in fund selection and due diligence. He was part of the portfolio management team, advising institutional clients on €2B in hedge funds allocation, before transitioning to the sales team in January. Michael began his career in 2018 at ED&F Man (demerged from Man Group), a leading commodity trading house in London. His expertise spans commodities and hedge funds, with strong experience in fundamental and quantitative analysis for trading desks and institutional clients.
Fluent in French and English, he holds a double BSc in Finance and Business Management, graduating cum laude from the University of Charleston, and a Master of Finance from the Frankfurt School of Finance and Management.
Nunzia Thiriot
Director Institutional Clients
As a Director Institutional Clients at FERI, Nunzia Thiriot is responsible for the coverage of international institutional clients. With over 20 years of industry experience, Nunzia is a very well skilled professional. Before joining FERI, Nunzia has worked for different global Asset Managers amongst others Credit Suisse and Commerzbank where she was primarily responsible for developing business with Fund of Funds, Pension Funds, Insurance companies and Corporates.
Nunzia holds a Master Degree in Business Administration from Frankfurt School of Finance and Management and has working experience abroad (Italy, USA).
Opportunity in Global Tourism: Undervalued Sector with Compelling Growth Prospects and Currently Generating High Free Cash Flow Yield
In this workshop, we will present a clear equity investment idea: the global tourism sector — a structural growth story that remains undervalued, offers compelling long-term growth prospects, and is currently generating high free cash flow yields. We are implementing this conviction in two of our flagship funds: the “Pareturn GVC Gaesco 300 Places Global Equity Fund”, which invests in a carefully selected portfolio of leading companies set to benefit from this powerful trend, and the “Pareturn GVC Gaesco Euro Small Caps Equity Fund”, which focuses on well-managed, sector-leading Eurozone small caps with strong fundamentals and significant revaluation potential. Together, these strategies offer investors a unique opportunity to combine growth, diversification, and value in today’s market.
Workshop Objectives:
To showcase two high-conviction strategies offering exposure to undervalued global tourism leaders and exceptional small-cap companies within the Eurozone, highlighting their growth potential, competitive valuations, and ability to enhance long- term portfolios.
Company Profile:
GVC Gaesco Gestión has been managing financial assets for decades and has become pioneer in the Investment Funds and SICAVs management. Experience in any market environment is essential to carry out the most suitable investment decisions and watch over the interests of the client.
Pioneers in management
- Specialized equities with a fundamental approach.
- Quantitative management of Absolute Return based on "Behavioral Finance" since the late 1990s.
- GVC Gaesco Gestión is the first Spanish management company to advise a Fund registered outside EU: Japan (2019)
- Creation of the Quantitative Management R&D Team (2000)
- GVC Gaesco Fund of Funds was the 1st Fund of Funds registered with the CNMV (1997)
- GVC Gaesco Fixed Income is the 5th fund with the longest history in Spain (1986)
Speakers
Jaume Puig
CEO & CIO GVC Gaesco Gestión SGIIC & GVC Gaesco Pensiones SGFP
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Jaume manages several investment funds and SICAVs. He has won 24 awards for investment management, of which 18 were personally managed funds, 5 were awards with GVC Gaesco as its CIO and another as Equity Fund Manager of the decade (2000-2010).
Jaume holds degrees in Economics and in Actuarial Sciences from the University of Barcelona. He is a Certified European Financial Analyst (EFFAS). ICMB Fixed Income Portfolio Management. EFPA.
Representatives
Michael Ryan
Head of European Business Development
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Michael holds a degree in Economics from University College London. He worked on the FX desk at Barclays Investment Bank in London. He then helped build Campion Capital Iberia and founded Lux, a hydrogen start-up based between Oxford and Seville. He is fluent in English, Spanish, and French, and holds British, Irish, and Spanish citizenship.
Ros de San Pio
Head of Iberia Institutional Sales
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With over 30 years of experience in the financial industry, she began her career as a fund manager at Banco Banif before moving into institutional equity sales in Spain, working for leading institutions such as Banco Santander, Lehman Brothers, Nomura, and Banco Madrid. Since 2015, she has been leading the institutional sales division of GVC Gaesco’s asset management business, focusing on the distribution of the firm’s investment funds to institutional investors, family offices, and private banks across the Iberian market.
Semi-Liquid Private Debt
This strategy strives to provide access to Mercer’s best ideas across private debt, in a semi-liquid structure. It aims to enable investors to access attractive opportunities across direct lending, structured credit and specialty finance. The structure aims to provide a similar return profile to closed-ended private debt but with greater liquidity, faster deployment (no j-curve), a greater ability to rebalance, and a much lower administrative burden.
The strategy is aiming to deliver a return of cash +5-6% p.a. with quarterly liquidity capped at 5%. As a manager of the fund of fund structure, Mercer seeks to blend funds with higher return profiles and lower levels of liquidity, with funds that have lower return profiles and higher liquidity. The fund is highly diversified by investment strategy, manager, geography, sector and opportunity set.
Partnering with Mercer enables access to highly rated managers at significant fee discounts, and a curated selection of high-quality alternative investment opportunities, managed by our extensive and experienced private markets team (>270 investment professionals globally).
* Mercer cannot guarantee access to managers or investment opportunities, GP and related discounts are not guaranteed. Mercer cannot guarantee any future returns.
Workshop Objectives:
The objective is to present and discuss the opportunity in semi-liquid private debt. The strategy is designed to appeal to all segments, but with the Wealth Management segment in particular, where there is a need for greater liquidity.
Company Profile:
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, follow us on LinkedIn and X.
Speaker
Frank Murray, CFA
Investment Specialist, Mercer
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Frank is an Investment Specialist covering Multi-Asset for Mercer Global Investments Europe. Mr Murray has been with Mercer for 4 years, primarily as a Fixed Income Portfolio Manager in Europe. Before transitioning to the investment specialist role this year, Mr Murray held lead PM responsibilities on Mercer’s Global Bond Fund, Convertible Bond Strategy and a number of large bespoke mandates.
Prior to Mercer, Mr Murray worked for Goodbody, a Dublin based Wealth Manager and Asset Manager. Mr Murray has over 11 years’ industry experience with expertise in macroeconomic analysis, fixed income, equities and portfolio management.
Representatives
Marieke de Roo
European Sales Leader for Endowments, Foundations and Family Offices
In her role, Marieke works closely with entities in endowments, foundations and single family offices and supports their investment needs in various ways. Her primary focus is on achieving better outcomes for clients and optimising their investments for organisational purposes.
She has held a number of roles within Mercer Investments business since joining in 2013 and is based in London. With over 20 years of experience, she has worked with clients in most European countries, leveraging the full expertise of Marsh McLennan to address their challenges. Through a consultative approach to sales, she has built a portfolio of long-standing clients earning their trust. Marieke is fluent in five languages and began her career with Standard & Poor’s in Paris before relocating to London in 2002 and joining Mercer Wealth in 2013. She has a Master’s degree in international Organisations from the University of Groningen (international economics, politics and law) in the Netherlands.
Romualdo Trancho
Sales Leader, Solutions & OCIO Services
Romualdo is the Sales Leader for Investment Solutions & OCIO Services at Mercer Spain. He has been with Mercer since March 2025, taking on the responsibility of developing Mercer’s investment capabilities among institutional clients.
Prior to joining Mercer, Romualdo worked at Allianz Global Investors, Santander Group and Morgan Stanley. Romualdo has over 25 years of experience in the financial industry with a strong focus on building long term relationships with key investors in Spain and Portugal.
Destination Value - A «modern», global multi-strategy total return portfolio
Addressing the need for a liquid diversified core risk allocation that seeks positive compounding returns from multiple highly diversified risk premia.
The workshop will examine an innovative approach of combining risk premia in equities, income, macro, special situations and systematic strategies with a predictable drawdown discipline to deliver a powerful solution for investors to keep assets at work throughout the investment cycle. A value driven global approach to portfolio construction with identified total return upside, unconstrained by benchmark or relative performance mindsets, and aligned to investors’ demand for positive returns and drawdown limitations. Correlation awareness and active dynamic risk management focused on the delivery of positive real returns throughout the investment cycle targeting 8% in usd while offering full daily liquidity and transparency.
Workshop Objectives:
A new approach to core risk allocation by combining Multiple Risk Premia in diversified, global, liquid total return portfolio to generate compounding 8% dollar returns with active drawdown protection.
Company Profile:
Plenisfer Investments SGR S.p.A. is an investment boutique dedicated to the active management of unconstrained benchmark portfolios, constructed through a multi-strategy approach. Plenisfer was established in May 2019 as a joint venture between four founding partners - Giordano Lombardo, Mauro Ratto, Diego Franzin, and Robert Richardson - and the Generali Group, the majority shareholder with a commitment of €1 billion to the first fund managed by the Company. The four co-founders have been working together for over 25 years and have assembled a multidisciplinary team of experienced senior investors to collaboratively build a robust investment process. The Company has its operational headquarters in Milan and branches in London and Dublin. It is regulated by the Bank of Italy and CONSOB as a management company for collective investment schemes (SGR).
Speakers
Fabrizio Pasta
Head of Business Development
Strengthened by 30 years of experience gained in asset management contexts, he has been responsible for the origination, launch, and capital raising for numerous strategies internationally, developing relationships with a wide range of European institutional investors.
He has managed the expansion of business activities in several countries of entities such as UBS AG, for which he was Managing Director, and the Ersel banking group, for which he managed the international expansion of asset management activities.
Private Debt investments backed by European real estate
Our approach combines high income potential with strong capital protection. Investments are structured around debt instruments secured by real estate, where the nature of the collateral directly defines the risk–return profile. In today’s market, private debt is one of the fastest-growing asset classes, attracting investors seeking diversification, stable yields, and downside protection. Once reserved for institutions, it is now increasingly accessible through platform-enabled solutions like YELDO that ensure efficiency, transparency, and regulatory reliability. Our offering spans three complementary products: Single Deals, which provide direct exposure to an individual asset with full collateral visibility; STEP, a short-term, diversified instrument delivering high single-digit returns with maturities below one year; and our open-ended Fund, a scalable, fully collateralized vehicle ideal for private capital seeking diversification, consistency, and attractive returns.
Workshop Objectives:
The workshop presents our strategy in structuring private debt products backed by real estate—Single Deals, STEP, and our open-ended Fund—illustrating how we optimise risk-return profiles, balance diversification while maximising instruments’ liquidity.
Company Profile:
YELDO is a tech-enabled investment platform granting access to exclusive private debt deals backed by European real estate assets. YELDO designs investment products tailored to diverse risk-return profiles to fit professional portfolios, distributing them digitally to both direct investors and intermediaries. We select off-market deals financing only 3% of the screened ones, focusing on asset-backed over collateralised opportunities across CORE+, opportunistic, and value-add real estate deals. YELDO has structured ca. 60 institutional-grade deals for a total transacted value of 1.5B€+.
Speakers
Antonio Borgonovo
Founder & CEO
Antonio Borgonovo is the Founder and CEO of YELDO Group. He began his career at Boston Consulting Group and later became CEO of digital companies such as Supermoney, gaining extensive experience in both technology start-ups and finance. Antonio holds an MBA from SDA Bocconi and graduated with honors in Physics from the University of Milan, where he was also awarded a PhD scholarship.
Representatives
Matteo Broggi
Head of Fundraising and IR
Matteo is Head of Fundraising & IR at YELDO. He was previously Associate Director in the IR team at Pluto Finance, a Pan-European RE debt asset manager with over £1bn AuM, and earlier spent eight years at Real Asset Partners, a private placement agent focused on global real estate. He holds an MSc in RE Investment & Finance from Henley Business School and a BA Hons in International Business from Regent's University London.
Giulia Cenere
Senior Relationship Manager
Investment professional with 10+ years of experience in wealth management and alternative investments. Experienced in structuring Luxembourg and Swiss investment funds for UHNW individuals, family offices, and pension funds. Currently Senior Relationship Manager at Yeldo. Holds a Master’s degree with honours in Real Estate Engineering from Politecnico di Milano and a Family Office Master’s she is a Qualified Family Officer in Italy.
Chiara Chimenti
Chief Operating & Strategy Officer at YELDO
Chiara is Chief Operating & Strategy Officer at YELDO. She was previously Chief of Staff and Chief Strategy Officer at Casavo, a European proptech platform, where she led strategic product and services development, business expansion across multiple countries, and M&A execution. Earlier, she worked at McKinsey & Company on projects in the financial and construction sectors. She holds a Master’s in Management Engineering and a Master’s in Finance and Risk Management and a Bachelor Degree in Industrial Engineering.
Jay Tuck
Tuck’s investigative books are published in fourteen countries. His first book on artificial intelligence, "Evolution Without Us" (Plassen Publishing) is a best-seller in Germany, also published in China. The German Ministry of Defense purchased 10,000 copies for distribution to the armed forces. His current work, “AI and Modern Warfare,” (Econ Publishing) examines battlefield experience with AI in the Ukraine War.
Jay Tuck is also an acclaimed speaker on artificial intelligence. He appears regularly at private banks and financial institutions, media and medical events, law enforcement and armed forces, including at the World Bank. His TED-Talk on artificial intelligence topped more than five million views in the internet.
Recreationally, Tuck is a runner. He was the first American to complete the Siberian Ice Marathon in Omsk.
Speakers
Tommaso Landi
Tommaso Landi is the Head of Private Markets Investments for Larry Family Office a multi-asset single family investment office based in Milan. He focuses on fund selection across multiple alternative asset classes and direct investment. Prior to this, he worked as an investment professional in the technology and in the financial services sector.
Viola Benini
Viola has been with Scouting SIM, a Milan-based multi-family office, for the past six years. She is responsible for managing client relationships and coordinating the wide network of professionals involved in the families’ wealth management—both in-house and external advisors across legal, tax, and strategic domains.
Supported by a dedicated team, she oversees the selection and monitoring of private market investments and contributes to the design of comprehensive wealth strategies that encompass financial, legal, tax, and succession planning aspects in a holistic framework.
Previously, she developed over twenty years of experience at leading Italian and international banks, starting her career in FIG credit before focusing on the management of institutional and private client relationships.
Joao Boavida
João Boavida is an investment professional at Tangor Capital, managing a diversified portfolio across private equity, co-investments, fixed income, hedge funds, and real estate. With prior experience in private equity real estate, he specializes in investment analysis and portfolio strategy. João holds a Master’s in Finance, has passed the CFA Level II exam, and is pursuing the CFA charter.
David Levy
David Levy is an economist and holds a degree in Business Administration from Ramon Llull University. He studied at the Lycée Français of Barcelona. In 1997, David began his professional career as a financial advisor for Merrill Lynch, a New York investment bank. He later served as Vice President of Merrill Lynch in the delegations of Barcelona and Madrid. Additionally, David developed his career as a private banker at the Swiss bank Lombard Odier Darier Hentsch.
In 2007, he founded DiverInvest Partners, a financial advisory company following a family office philosophy. Since then, he has run the Real Dreams Foundation, a non-profit organization that seeks to stimulate cooperation between companies, individuals, and NGOs.
In 2009, in order to adapt to new regulations, he founded DiverInvest Asesoramiento EAFI, an independent financial advisory company. As CEO, David coordinates the different areas of DiverInvest and establishes the main guidelines for each investment portfolio.