Our vision: Within 10 years, Private Equity will account for 10% of the assets of European investors

Our ambition: To allow private investors to access assets normally reserved for institutional investors, from a minimum investment of 100k €

Our standards: We build portfolios from funds managed by top-quartile management companies

We aim targeting an asymmetrical risk/return profile:
-    High return profile by being highly selective, seeking out only 5-7 funds per year worldwide.
-    Low-risk profile: no team risk, sector choices, geographic diversification...

Fund selection by an experienced and complementary team

The importance of co-investment to gain overexposure to the best investments and deploy faster

The re-up programme: An innovative approach to constructing a wealth management strategy, enhancing revenues.

Workshop Objectives: We will discuss:
-    How we select top-quartile managers
-    The importance of co-investments
-    The Re-up Programme – an innovative wealth management strategy aimed at private investors: Methodology & projections

Company Profile: Altaroc – Private Equity is now yours 

Founded in 2021, Altaroc enables private clients to build an institutional-grade strategy in Private Equity.Through their private bank, independent asset manager, or family office, Altaroc provides them with turnkey portfolios composed of top-tier global private equity funds such as CVC, Thoma Bravo, TA Associates, Bridgepoint, etc. Every year, Altaroc launches a new Vintage consisting of 6 to 7 managers. 

These Vintages give private clients the opportunity to invest in the real economy by investing international, innovative, and high-growth companies in sectors such as software, healthcare, B2B services, and B2C. Altaroc, which relies on a team of 70 experts in France, Switzerland and across Europe, has already deployed 4 Vintages and raised over €1.4 billion from 7,000 private clients.

Altaroc.pe

With Trump at the helm, join Olivia Micklem as she presents her approach to running the “high-conviction” Artemis US Smaller Companies fund to best profit from de-regulation for these more domestically focused businesses. The team’s flexible and pragmatic approach to stock-picking has delivered returns across the market cycle, with the strategy celebrating its 10-year milestone last year.

Workshop objective:  To highlight, using concrete stock examples, the attractive opportunities in the US smaller companies market and how investors can take advantage of them.

Company Profile: Artemis is a leading UK-based fund manager, offering a range of funds which invest in the UK, Europe, the US and around the world. As a dedicated, active investment house, we specialise in investment management for both retail and institutional investors.

Independent and owner-managed, the firm’s aim has always been to offer exemplary performance and client service. All Artemis’ staff share these two precepts – and the same flair and enthusiasm for fund management.

 Michael Lippert will be discussing why Baron Capital believes now could be an opportune time to be investing in US growth equities given the recent decline in the US Equity markets particularly given it is arguably the most innovative and technology advanced of all the world’s economies.  They will detail why investing on an active basis is the optimal route to achieving this exposure and why their Opportunity Fund UCITs provides investors with exposure to both proven winners but also the winners of tomorrow.

Workshop Objectives: Baron Capital will discuss why they believe now is an opportune time for an active, long-term approach to investing in select technology-driven U.S. companies given recent market weakness.

Company Profile: Baron Capital is a premier asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $45.3 billion in assets under management (as of 12/31/24) across 19 strategies, Baron Capital prides itself on delivering the best solutions and outcomes for clients globally.

2024 was the year of the BATMMAAN stocks. Collectively, Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Alphabet, and Nvidia became the caped crusaders of global markets, capturing investors’ imaginations and driving market performance. But with great performance comes great concentration risk, and these companies now dominate benchmarks. Combined with hidden correlations, a new era of geopolitics and ongoing macro challenges, this creates a changing dynamic for managing equity portfolios. In his presentation, Andrew will explore how to approach such an environment, why managing risk in big tech is so important, but also why diversification will be critical in the year ahead

Workshop Objectives: Join us as we discuss where to find the real superhero stocks, and how Columbia Threadneedle’s approach to quality offers a resilient approach amid market uncertainty

Company Profile: At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US$645bn*. We are globally connected with a team of over 650 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.
*Data as of 31st December 2024

As Europe's largest private markets firm, and amongst the biggest leaders globally in healthcare, technology, and infrastructure, EQT has a legacy of building businesses and delivering returns. We firmly believe that all investors should have access to such investment opportunities, and this presentation will introduce the strategies as well as the trends and structures changing the landscape today.

Workshop Objectives:

• Introduction to EQT, one of the world's largest private markets investor
• Accessing EQT's leading strategies (in early stage, mid-market, buyouts, and real assets) via innovative open-ended vehicles
• How do institutional and private investors view such new vehicles: the context of Strategic Asset Allocation and portfolio construction

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 260 billion across 45+ active funds within three business segments– Private Capital, BPEA EQT and Real Assets.

Over the past decade, US equity markets have been dominated by a few mega-cap growth companies whose recent share price performance has been further bolstered by the expectation that they will benefit from AI advancements. This trend may not persist over the coming decade due to elevated valuations, limited AI-driven revenue, increasing competition, and a narrowing growth premium versus the rest of the market. Moreover, the investment backdrop - consisting of low interest rates and subdued inflation - that supported the outperformance of these companies has now transpired. A diversified portfolio of small and mid-cap companies may fare better in an environment characterized by higher interest rates, inflation and geopolitical tensions.  This would align with historical trends showing that the performance of the S&P 500 index mirrors that of its equal-weighted counterpart over the long term.

Workshop Objectives: We will explore the extraordinary concentration in the US market and the importance of finding high quality companies that will help build a portfolio that can weather all market environments.

Company Profile: Findlay Park Partners LLP, is an independent investment partnership based in London, specialising in US equities for over 26 years.

From our Investment Philosophy to our culture and team, we believe in a simple and consistent approach to everything we do. Our founder’s philosophy has guided our team for over 26 years, and is aligned to our purpose; to deliver compelling compound returns for our investors, measured over decades.

The American Fund is our only fund and our sole focus. As an active manager, we aim to invest in a diversified portfolio of high quality, durable companies. Our starting point when considering any company for investment is not ‘how much can we make if we get it right’? but rather ‘how much could we lose if we get it wrong?’ We aim to control the downside risk in each investment, to keep compounding at an attractive rate for our investors.

•    Strategic Assessment of 2025’s Market Landscape: The S&P 500 sits near historic high valuations, and that doesn’t tell the full story. So, where can investors look for confidence in growth or profitable value opportunities? An analysis of two areas of the global stock market which may be primed to benefit from the new administration.
•    Mid & Small-Caps, Dividends and Value: These segments of the market sit at historic valuation spreads to the market. Cheap valuation, combined with a the potential for income and capital appreciation. With inflation stabilising and central banks potentially easing policy, we believe smaller companies with strong balance sheets and reliable dividends may be well-positioned for growth.
•    Global Aerospace & Defence: With rising geopolitical tensions, and government commitments to military modernisation, the aerospace and defence sector could stand to benefit significantly. Strong order backlogs and increased investment in next-gen technology should enhance long-term growth prospects. Increased global defence spending, particularly from Europe and Asia, remains a top conviction.
•    Know What You Own: Since both strategies are ETFs, investors have the opportunity for thorough due diligence. What percentage of small-caps are unprofitable? Which defence contractors are included, and what is the rationale behind their selection? Fully transparent investment methodologies and holdings will be clearly articulated.

Workshop Objectives: 

•    Discuss why and how to adjust US Core positions. 
•    Outline historic opportunities in small/mid-cap & value stocks. 
•    Articulate fund selection & weighting methodologies. 

Company Profile: First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios.   
  
These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives.   
  
In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world.  

Recent market uncertainty serves as a stark reminder of the challenge in navigating the constant shifts between the factors driving market return. But what if there was a way to not only navigate these turbulent waters but also thrive in them? Join James Murray, Investment Manager of Systematic Equities, as he unveils our proprietary stock selection criteria and dynamic rotation scheme, designed to generate consistent, high-quality returns while effectively mitigating risks. James will illustrate the powerful systematic investment approach of our long-short equity market neutral strategy which has held us in good stead for over 15 years.
For professional Investors only. Capital at risk

Workshop Objective: Gain understanding of a market neutral equity approach seeks to safeguard against volatility with an aim to generate alpha consistently.

Company Profile: Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. 

A volatile political and geopolitical landscape is likely to be a permanent fixture of global dynamics going forward, bringing uncertainty to the future paths of interest rates. In this environment, fixed income investing has become more complex than ever, making unconstrained bond strategies potentially appealing to investors looking for a one-stop solution, or diversification from more traditional fixed income funds.

Workshop Objectives: We will cover:
•    How the management team adapts to fast changing market environments
•    How much credit and interest rate risk they believe are relevant at different points in the economic cycle
•    Current positioning and outlook for the strategy

Company Profile: L&G’s asset management division combines deep expertise in asset management and origination with global distribution capabilities to deliver positive outcomes for our clients, which include individual savers, pension scheme members and global institutions, investing alongside L&G’s own balance sheet. As a global investor, we are present where our clients need us – from Hong Kong and Singapore, to major European financial hubs, to Chicago.   

We provide investment solutions across the full spectrum of asset classes. In fixed income, we have a capability set designed to perform in any market environment, with an extensive range encompassing active unconstrained, EMD, HY and index strategies. In the ETF space we are known as pioneers in thematic funds, while also innovating with our commodities range.

Our division is underpinned by our enduring commitment to responsible investment, dedicated to creating long-term, sustainable value for our clients and partners.

MME2030 is our 5th SMID cap vintage fund, continuing our series of closed-end funds focused on European SMID caps with a 5-year lock-up.
This strategy builds on Moneta’s long-standing expertise, replicating the approach of Moneta Micro Entreprises (hard closed since 2009), which has consistently delivered a 14.5% net annualized return since 2003.
Our objective is to provide investors with unique exposure to high-quality, under-the-radar companies that demonstrate strong fundamentals and sustainable competitive advantages, while maintaining the transparency of public markets. We employ a fundamental stock-picking approach, complemented by takeover bid strategies on approximately 25% of the portfolio.
MME2030 benefits from Moneta’s extensive analyst resources, enabling investments across a broad range of market segments, including niche micro-sectors with high growth potential.

Workshop Objective: Explore investment opportunities in European SMID caps, discuss Moneta’s stock-picking approach, and analyze how takeover strategies enhance portfolio performance in a closed-end fund structure.

Company Profile: Moneta AM is an independent asset management firm, 100% founder and employee owned with  €3.2 bn firm AUM as of 31st Octobre 2024. Since its creation in 2003, Moneta has dedicated all its business in fundamental stock picking of European equities and manages 3 equity strategies: Moneta Multicaps (European all-cap long-only), Moneta Long Short (European Long Short) and Moneta SMID cap strategies (Moneta Micro Entreprises and 4 close-ended funds MME 2026, MME2027, MME 2028 and MME 2029).

Our investment style is deliberately emphasized by active management and our passion in independent research of companies. Our disciplined research process led us to discover companies neglected or misunderstood by other investors. Valuation and governance are two key criteria in our assessment of companies.

The European High Yield market one of Europe's most competitive asset classes Europe has to offer. Our approach focuses on bottom-up credit selection, incorporating ESG factors, to identify relative value opportunities. We aim to balance risk and reward across the full spectrum, maintaining a diversified portfolio with a beta of approximately 1.15 and positive alpha. This positioning allows us to potentially outperform in market rallies while maintaining resilience during downturns.

The current economic landscape, characterized by normalizing inflation and signs of economic stability, suggests a potential soft landing scenario. Despite this, yields in the European High Yield market remain close to historical highs, offering attractive risk-adjusted returns. Our STARS approach to ESG integration aims to align performance with sustainability considerations, addressing evolving investor preferences.

Workshop Objectives: Participants will discover our Nordea 1 - European High Yield Stars Bond Fund's advantages, understand how our STARS approach drives performance and ESG integration, and explore current market opportunities alongside our strategy for capitalizing on them.

Company Profile: Nordea Asset Management (NAM), is part of the Nordea Group, the largest financial services group in the Nordic region.
NAM is an active asset manager dedicated to delivering returns with responsibility. Sustainability and responsible investment are deeply
rooted in our Nordic DNA, and this is evident in our corporate culture.
Our growing third-party distribution franchise services a wide range of international fund distributors, including many of the leading global wealth managers. We distribute our products through banks, asset managers, independent financial advisors, insurance companies and family offices.

Over the past decade, the European private debt market has experienced remarkable growth. This expansion is driven by tighter bank regulations following the 2008 financial crisis, a prolonged low-interest-rate environment, and a growing trend of businesses seeking more customized and flexible capital solutions. These factors create a prime opportunity for investors to step in.
The European private debt market not only offers attractive growth potential and diversification benefits but also provides essential capital to businesses across Europe. As the market continues to evolve, innovation is on the rise, fuelled by increasing investor appetite for diverse debt structures.
However, investors must navigate the landscape attentively, considering risks related to credit quality, regulatory changes, and economic conditions. By doing so, they can capitalize on the promising opportunities within this dynamic market.

Workshop Objectives: To equip participants with a comprehensive understanding of the European private debt market, exploring its rapid growth, emerging opportunities, and associated risks. 

Company Profile: Pemberton Asset Management is a leading European private credit manager with $25bn AUM*. Built on more than a decade of experience and industry-leading expertise, we provide innovative, cycle-tested private credit solutions for LPs and GPs. Pemberton’s extensive origination network of ten European offices, local market insights and sector expertise are distinctive characteristics of our platform. A substantial investment team, a broad and independent credit function and rigorous credit analysis inform our investment approach. With a clear commitment to sustainability and transparent partnerships, we are shaping the future of private credit.

*As of December 31st, 2024

In a world of ongoing geopolitical and economic uncertainty, we remain focused on using our established investment process to generate alpha through bottom-up stock picking. In this presentation, Paul Schofield, Head of Global Equities, and Thomas Gander, Investment Director, will discuss how we believe that our approach of diversifying across a broad range of companies from different sectors and stages of their Life Cycle will allow us to consistently identify superior shareholder wealth creating companies with undervalued long-term cash flows.

Workshop Objectives: We will discuss:
• The analytical advantage of a Shareholder Wealth Creation assessment and valuation approach
•How Life Cycle balance in portfolio construction drives idiosyncratic risk and returns
•How the Life Cycle can be applied across Regional and Global Equity Portfolios

Company Profile: At Royal London Asset Management, we do things a little differently.

As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns.

We’re committed to delivering outstanding active asset management value for clients around the world.

It’s asset management excellence with a longer-term perspective.

With a historically high concentration in US equities and near-record valuations, investors should consider broadening their diversification strategies.
Within equities, emerging markets present attractive opportunities, supported by positive growth dynamics and favourable valuations, while Europe may face heightened sovereign risk.
Additionally, market-neutral strategies offer compelling, uncorrelated alternatives to equities, leveraging valuation dispersion to capitalise on both long and short opportunities.

Workshop Objectives: Discuss the opportunities in emerging markets and market-neutral strategies, and learn how the integration of extensive data sets with state-of-the-art AI technology can drive the generation of robust, long-term alpha.

Company Profile: RAM Active Investments (RAM AI) is a Geneva-based asset management company founded in 2007 with the conviction that harnessing data, technology and human experience is pivotal to delivering sustainable returns and fulfilling investors' needs for innovative and active solutions. RAM AI has been part of the Mediobanca Group since 2018.
With research at the forefront of their disciplined investment approach, RAM AI harnesses scientific data analysis and risk-led portfolio construction techniques to identify and exploit new market inefficiencies. The company manages nearly €2 billion across ten strategies and three categories: systematic equities, alternatives, and fixed income.

Where are the relative value opportunities in global bonds as the market is repricing terminal rates higher? 

This is one of the questions Ales Koutny, CFA, Head of International Rates at Vanguard will answer. He will also guide us through his views through the various regions:

-    How long can the US exceptionalism last?
-    Is European growth doomed?
-    How can the UK perform in the global stage post Brexit?
-    Is the Japanese economy normalising?
-    How can China still grow amid tariffs?
 
He will also explore how the team thinks about the correlation between rates and spreads to maximise risk-adjusted returns in a multi-sector portfolio.

Workshop Objectives: 

•    Exploring relative value opportunities across global rates and credit highlighting the merits of a multi-sector approach.
  •    Developing a better understanding of the depth and breadth of Vanguard fixed income active franchise

Company Profile: Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with cost-efficient investments. It's what we stand for: value to investors. Since establishing the first indexed mutual fund in the U.S. in 1976, The Vanguard Group Inc., has grown into one of the world’s largest and most respected investment management companies for both its active strategies and passive offering. Globally, Vanguard manages $10.4 trillion on behalf of 50 million investors worldwide (Source: Vanguard, 30 November 2024).

A tectonic shift is underway in the European defence sector. Geopolitics have triggered European nations to address years of underinvestment to bolster their defences and become more self-sufficient. But addressing a structural problem will be a long-term pursuit, making this a likely enduring trend. This is exactly what creates exciting, long-lasting investment opportunities for investors.

Our recently launched WisdomTree Europe Defence UCITS ETF is the first-to-market pure-play exposure to European defence companies. The ETF’s smart approach of weighting companies by revenue exposure to the sector gives investors a portfolio closely aligned with a highly topical and structural theme.

Workshop Objectives:     
•    Why the upswing for European defence companies may have only just begun
•    Why now is a compelling time to invest in this exciting sector
•    How WisdomTree’s first-to-market ETF takes a smart approach to deliver value for investors

Company Profile:  WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. Since 2014, our European business has grown in terms of product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.