%20(3).jpg)
Workshops
Workshops
Fund Group Workshop
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
.jpg)
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
Associate, Investment Strategist
-1.png)
Alexander joined Global X in 2022 as an Associate Investment Strategist in London and is responsible for generating investment strategies and providing macro market insights. 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.
Fund Group Workshop