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Speakers
Erik Lundkvist
Maria Wendestam
Chief Investment Analyst
Nordea Asset Management
Maria Wendestam is chief investment analyst at Nordea Asset Management and responsible for the equity funds in the model portfolios. Except for working with the portfolios and strategic allocations, another important task is to communicate and educate the advisors/customers about investments and products. In total, 18 years in the industry, starting with business controlling in a trading environment, and then moved on to asset allocation and fund selection.
Workshops
Workshops
Global High Yield – A Strategic Allocation in an Uncertain World
The recent spike in volatility stemming from the changes in U.S. tariff policy provides a catalyst for investors to re-examine their asset allocation. Global high yield has fared comparatively well against other risk assets this year—and it has also been a stalwart portfolio allocation in recent years, providing an attractive risk-adjusted total return that has outpaced many other segments of the fixed income markets. What is behind this outperformance? And what are the prospects for the asset class going forward?
In our Global High Yield roundtable, we will examine Europe’s contributions as a driver of outperformance, how it’s positioned in a more fractured global environment, and discuss why the asset class merits consideration in diversified portfolios as a long-term strategic allocation.
Company Profile:
Barings is a $442+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions.
*As of March 31, 2025
Speakers
Chris Ellis
Portfolio Manager, European High Yield
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Chris Ellis is a member of Barings’ European High Yield Investment Group and is responsible for the portfolio management of numerous strategies. He is also a voting member of the European High Yield Investment Committee. Chris has worked in the industry since 2011. Prior to joining the firm in 2013, Chris worked for Deloitte on the Transaction Advisory Services team. Prior to this, Chris worked within Assurance Services, focusing on the Banking and Capital Markets sector. Chris qualified as a Chartered Accountant in 2011 and holds a B.Sc. (Hons) in Business Studies from the University of Warwick.
Representatives
Jonas Karlson
Senior Director, Nordics, Global Client Group
Jonas Karlson is a member of Barings’ Global Client Group and is responsible for managing relationships with institutional clients, wealth and asset managers in the Nordic region. He covers all of the firm’s products and capabilities, public and private fixed income, real assets and capital solutions.
Jonas has over 17 years of experience from the asset management industry. Prior to joining Barings, Jonas was Co-Head of the Nordics for Nuveen and before that, he was Head of Asset Management Segment in the iShares & Wealth team at BlackRock. Jonas started his career at Danske Bank Asset Management.
Jonas holds a Master of Science degree in business and economics from Stockholm University.
Ritchie Oriol
Senior Director
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Ritchie Oriol is a member of Barings’ Global High Yield Client Portfolio Management team in London and is responsible for fundraising, product development and external communication of the firm’s high yield strategies across the UK and EMEA. Prior to joining Barings in 2023, he spent five years at Lord Abbett as an Investment Strategist, covering various Corporate Credit portfolios. Before this, he spent five years on the corporate credit team at alternative multi-strategy asset manager, CQS, where he was responsible for developing customized portfolio solutions, investor relations and communicating investment strategy to institutional clients. Earlier in his career, he was an Executive Director at Goldman Sachs Asset Management, where he held various roles in distribution and product strategy and served as a member-nominated trustee for its defined benefit pension scheme. He began his career in the investment management industry in 1996 with Neuberger Berman in their U.S. mutual fund business. Ritchie holds a B.A. in economics and philosophy from the University of Notre Dame and an M.B.A. from Stanford University.
New Perspective: A global equity fund that thrives on change
While change in the global economy is the norm, what is unique about this current point in history is that there appears to be a confluence of several transformational and multi-generational shifts occurring at the same time. Consequently, the next decade and beyond could present a rich and more diverse set of investment opportunities amid such change. The Capital Group New Perspective Fund (LUX) invests in early-stage and established multinationals to help achieve long-term capital growth, striving to flexibly navigate such significant structural shifts while keeping true to its objectives and philosophy.
Workshop Objectives:
Find out more about the New Perspective Fund with Equity Investment Director and portfolio strategy manager, Richard Carlyle, and how this core global equity fund is built for an evolving world.
Company Profile:
Founded in the US in 1931, Capital Group is one of the world’s largest active investment managers. Throughout our history of more than 90 years, our aim has always been to deliver superior, consistent results for long-term investors.
Investment management is our only business, and the stability of our privately owned organisation has enabled us to maintain a long-term perspective throughout the decades; we believe this perspective helps to align our goals with the interests of our clients.
Capital Group has an integrated global research network of more than 479 investment professionals and portfolio managers have an average of 28 years of investment experience.
Speakers
Richard Carlyle
Equity Investment Director and Portfolio Strategy Manager, Capital Group
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Richard Carlyle is an equity investment director and portfolio strategy manager at Capital Group. He has 43 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital, he was head of equities for Henderson Investors. Before that, he was a fund manager for Morgan Grenfell Asset Management, a pension fund manager for British Petroleum, and an analyst for Equity & Law Life Assurance Society. He holds a bachelor’s degree in economics with honors from Leicester University. Richard is based in London.
Representatives
Thomas van Onna
Relationship manager
Thomas van Onna is a relationship manager at Capital Group. He has 13 years of industry experience and has been with Capital Group for nine years. Prior to joining Capital, Thomas worked as a credit analyst at Rabobank. Before that, he was an intern at Juno Investment Partners. He holds master degrees in finance from Tilburg University, business administration from VU University Amsterdam and international economic studies from Maastricht University. He holds a bachelor's degree in international business from Maastricht University. He also holds the Chartered Financial Analyst® designation. Thomas is based in Amsterdam.
Options-Based Income Strategies with Global X ETFs
The presentation will discuss how investors can balance risk and return in their portfolios using Covered Call ETFs and Buffer ETFs. Covered Call ETFs involve holding a portfolio of stocks while selling call options on those stocks to generate extra income. This strategy provides upside potential with some downside protection but limits significant gains. Buffer ETFs, on the other hand, provide a defined "buffer" against market declines by using options to protect against losses up to a certain percentage, offering downside protection while still participating in market gains.
Workshop Objectives: The objective of the workshop is to provide participants with a comprehensive understanding of Covered Call and Buffer ETFs, including their strategies, benefits, and risks.
Company Profile: Global X ETFs was founded in 2008. For more than 15 years, our mission has been empowering investors with unexplored and intelligent solutions. Our expansive product lineup features a wide range of ETFs and includes more than $98 billion in assets under management. While we are distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.eu.
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $632 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the US, Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam with over $137bn in assets under management. .
Speakers
Alexander Roll
ETF Investment Strategist
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Alexander joined Global X in 2022 and is based in London, where he works as an ETF Investment Strategist. Alexander joined Global X in 2022 and is based in London, where he works as an ETF Investment Strategist. He focuses on equity income options strategies, developing investment ideas, and providing ETF product insights within the context of global financial markets.. Prior to joining Global X, he was a Credit Risk Manager at EDF Trading and Shell covering Gas, Power and Renewables. Prior to this Alexander was a Credit Analyst in Glencore’s Oil Trading Division. Alexander started his career as an Analyst at Moody’s covering Mortgage-Backed Securities. He has an MSc in Investment Management from Cass Business School and a BSc in Finance from Lancaster University.
Representatives
Kilian Dieden Richter
Regional Director, Nordics
Kilian Dieden Richter joined Global X in 2022 as a Regional Director. He is responsible for the firm’s sales and distribution activities in the Nordic region. Prior to joining Global X, Kilian held the role of Associate at HANetf where he covered the Nordic and Swiss markets. Previously, he held institutional sales roles with STX Fixed Income and ETF Securities. Kilian holds a BSc in Business and Economics from Lund University (Sweden) and an MSc in Management from the International University of Monaco.
Trillions in motion – The opportunities presented by massive infrastructure investment and the crucial role global listed infrastructure “GLI” can play in modern client portfolios
Over the past 20 years, and particularly the past five years, the acceptance of GLI as a distinct asset class warranting its own strategic allocation has grown significantly.
Macquarie's Global Listed Infrastructure team believes infrastructure offers investors an opportunity for capital growth, income higher than global equities, inflation-linked cash flows and portfolio diversification. In addition, investors are presented with several significant tailwinds, demographics, digitalisation, decarbonisation and energy security, all of which are driving investment and investor interest into the infrastructure asset class.
Focus on:
- Discussing the asset classes attractive characteristics, and the opportunities presented
- Exploring mega trends that are driving investment and investor demand in infrastructure
- Understand how Macquarie invests in GLI including how it:
- Defines infrastructure
- Identifies attractive assets and builds portfolios
Workshop Objectives:
- Hear from one of the world’s longest tenured listed infrastructure managers about the key trends and the opportunities in listed infrastructure assets
- Discuss how investors are using listed infrastructure in portfolios
Company Profile: Macquarie Asset Management is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately €569.3 billion in assets, we provide a diverse range of investment solutions including real assets, real estate, credit and equities & multi-asset.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs over 20,000 people in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 30 September 2024 unless otherwise stated. For further information, visit www.macquarie.com
Speakers
Brian Sparkes
Managing Director – Equities, Macquarie Asset Management (MAM)
Brian is a Managing Director in Equities for Macquarie Asset Management (MAM). He joined the firm’s Sydney office in 2014, relocating to the Luxembourg in 2018. Brian has responsibilities for the development and growth of Macquarie’s Public Equity capabilities, including the Macquarie Global Listed Infrastructure strategies.
Before joining MAM, Brian was an Equities Researcher with global consultant Willis Towers Watson. Earlier in his career, he worked in the brokering arm of the Commonwealth Bank of Australia as an Investment Product Specialist and for AMP Capital as a Research Analyst.
Brian has a Bachelor of Finance from Newcastle University in Australia and holds the Chartered Financial Analyst® designation.
Representatives
Henrik Mouritsen
Senior Vice President, Director of Distribution – Macquarie Asset Management (MAM)
Henrik is a Director of Distribution for Macquarie Asset Management in Europe, where he is responsible for wealth and institutional clients predominantly in the Nordics for MAM’s public markets businesses. He is also Manager of the Danish branch of Macquarie Investment Management Europe S.A. in Luxembourg.
Henrik has more than 30 years of industry experience and is based in Copenhagen. He joined MAM as part of the firm’s acquisition of ValueInvest Asset Management in June 2018. Upon joining MAM, he became Regional Director and Partner for the firm’s Global Equity Compounders Team (formerly ValueInvest AM) in the Nordics. Prior to this, he worked at Carnegie Bank in Copenhagen, where he was Head of Money Market and Foreign Exchange. Before that, he spent more than 10 years within the fixed income space at Jyske Bank and Nykredit Bank in Denmark.
Henrik holds a graduate diploma in business administration, with a focus on finance and economics, from the Aarhus School of Business.
Driving Impact @ SWEN: Energy Transition and Ocean Biodiversity
SWEN CP is a pioneer in the implementation of ESG and impact approaches in private markets and, since 2012, has fully integrated ESG criteria into its investment process and all its strategies.
In 2019, the SWEN Impact fund for Transition strategy (SWIFT) was the first direct infrastructure impact fund is dedicated to the Energy Transition focusing on the decarbonization of hard to abate sectors, mainly through renewable gas production.
In 2021, SWEN Capital Partners has launched Blue Ocean ,a venture capital s pioneering strategy, investing in innovations that help regenerate the health of the oceans.
SWEN Impact strategies SWIFT and Blue Ocean, aim for both systemic impact and competitive market returns.
These impact funds (SFDR article 9) are positioned on fundamental environmental issues : energy transition, climate change and biodiversity.
Workshop Objectives:
The objectives of our workshop are to demonstrate how:
- SWEN Impact Fund for Transition 3 (SWIFT 3) , our Energy Transition impact fund, plays an important role in the energy transition, focusing on financing solutions to decarbonizing the hard-to-abate sectors mainly via the production of renewable gas.
- SWEN Blue Ocean 2 will invest in innovations for the regeneration of ocean biodiversity, financing solutions to the three main threats to the ocean: solutions to overfishing, solutions to ocean pollution (mainly plastic pollution) and marine solutions to climate change.
Company Profile:
SWEN Capital Partners, a leading European asset manager dedicated to sustainable investment in private markets, with EUR 9.3bn of AUM on behalf of 150 institutional clients in Europe and North America.
With a highly stable team comprises 120+ employees with ~15 years' experience in direct and multi-strategy investing, as well as a dedicated Sustainable Finance team, SWEN CP is a pioneer in the implementation of ESG and impact approaches in private markets and, since 2012, has fully integrated ESG criteria into its investment process and all its strategies.
Since 2008, SWEN CP has strived to offer innovative and sustainable solutions to its clients: ESG and impact-driven investment strategies, a range of leading services, reporting tools and a unique ESG database and metrics.
Speakers
Charlotte Virally
Managing Director in the SWIFT team
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As a managing director of the SWEN Impact Fund for Transition team, Charlotte participates in fundraising, sourcing and screening investment opportunities, and the monitoring and eventual sale of the investments.
Charlotte holds an engineering degree from Mines Nancy and an advanced master’s degree in clean energies from Imperial College. She began her career in 2009 with EDF Group, in London then in Paris, where she developed energy transition projects involving a range of technologies in Europe, Africa and the Middle East. She then managed the team in charge of renewable energy investing at the Caisse des Dépôts et Consignations before joining SWEN CP in 2022.
Representatives
Christian LIM
Managing director and Co-founder of the Blue Ocean strategy
Christian LIM has more than 25 years of experience and is the Co-Founder and Managing Director of SWEN Blue Ocean.
Christian also served as founding co-chair of 1000 Ocean Startups, a global coalition bringing together the ocean impact innovation ecosystem and hosted by the World Economic Forum.
Prior to that, Christian invested in microfinance and fintech at AfricInvest, was an economist at the African Development Bank and senior executive at Veolia.
He is a graduate from Mines ParisTech and INSEAD.
Christian is a freediving instructor, jazz pianist and led relief missions for the Red Cross, including in Indonesia after the 2004 tsunami.
Laura Vu Thien
Head of Investor Relations at SWEN Capital Partners
Laura is Head of Investor Relations. As such, she oversees and coordinates SWEN CP’s international development. Laura manages relationships with clients, prospects, and local partners to develop SWEN’s fundraising efforts.
Laura graduated from Edhec Business School with a specialization in Asset Management within the MBA program at UBC. She began her career at Morgan Stanley Investment Management in the institutional sales team in 2006 in France and then in the United Kingdom. In 2010, she joined TOBAM, a quantitative asset manager, where she developed their client base in the United Kingdom, France, and the Benelux for 10 years. She joined SWEN CP in 2020 to structure their international sales team.