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Workshops
Workshops
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
*Data as of 30 September 2024
Speakers
Andrew Harvie
Senior Client Portfolio Manager
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Andrew Harvie is a Senior Client Portfolio Manager in the Global Equities team and heads the EMEA equity client portfolio management group. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries.
Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team. He held a similar role at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. He also formed part of the due diligence and product strategy team during Man’s acquisition of GLG Partners in 2010.
Andrew has been a member of the investment community since 2003. He received a BSc (Hons) in Economics with Statistics from the University of Bristol.
Representatives
Eva Maria Hintner
Country Head Switzerland
Eva Maria Hintner, Country Head Switzerland, is responsible for maintaining and developing business relationships with distribution partners, as well as for offering investment solutions and products to both institutional and wholesale clients. Hintner joined Columbia Threadneedle from Aviva Investors, where she was Head of Wholesale also for Switzerland, managing key client relationships and development. Prior to that, she worked at Amundi Asset Management as Senior Client Relationship Manager in Zurich.
Fund Group Workshop
Speakers
Vai Rajan
Managing Director
Vai Rajan joined EQT Partners in August 2021 and is a Director in the Client Relations & Capital Raising Team, responsible for EMEA Private Wealth.
Previously, Vai was a Principal at HarbourVest Partners in London, and a Product Specialist at HSBC Alternative Investments Ltd. prior to that. Vai worked in Geneva, New York, and Singapore before moving to London, and has focused on the research, selection, structuring, and distribution of private market investment opportunities to Family Offices and Private Banks since 2007.
Vai holds a Master of Science degree from Imperial College London (UK), a Bachelor of Arts from Dartmouth College (NH, USA), and is a CFA Charterholder.
Fund Group Workshop
Speakers
Jonathan Tredgett
Jonathan Tredgett joined Findlay Park in 2011 and is a portfolio manager of the Findlay Park American Fund. Prior to joining Findlay Park, Jon was a portfolio manager and partner at Cheyne Capital LLP, where he managed portfolios for the Value Fund and US Absolute Return Strategy. Between 1994 and 2006, Jon worked on the US institutional equities desks at UBS and Morgan Stanley
Fund Group Workshop
Speakers
Gregg Guerin
Senior Product Specialist
Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing.
Fund Group Workshop
A pure fundamental stock picking play in a European long / short strategy
Moneta Long Short stands out in the realm of European equity investing, offering investors a unique blend of upside potential coupled with reduced volatility.
The fund aims to capture at least 40% of the upside of the European equity market whilst maintains less than half of the market volatility, offering a smoother investment journey during market dislocation.
The fund employs a pure fundamental stock-picking approach, free from the constraints of benchmark indices. This strategy allows for independent investment decisions based on rigorous analysis of individual companies.
Moneta Long Short benefits from the firm's broad analyst resources, enabling investments across a diverse range of market segments.
Approximately 30% of the fund is allocated to small and mid-cap opportunities, further enhancing diversification.
Workshop Objectives: How to navigate the European stock market with a proper downside protection during market stress
Explore how to seize alpha with limited market exposure and produce uncorrelated returns
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.
Speakers
Grégoire Uettwiller
Equity analyst and Portfolio manager
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Grégoire Uettwiller started his career with internships at Dresdner Kleinwort (2007), Financière Galilée (2009) and within the equity long/short team of Moneta AM (2010-2011). He joined Moneta AM in 2012. Grégoire graduated from Grenoble Ecole de Management is also a CFA charterholder.
Representatives
Bo Huang
Investor Relations & International Business Development Manager
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Bo Huang is in charge of international business development at Moneta AM. Previously, Bo was head of product and international business at Varenne Capital in Paris. Prior to that, Bo spent over 10 years in London as portfolio manager in multi-asset fund of funds and institutional consultancies at Stamford Associates, Tilney and iM Global Partner. Bo graduated with a Master’s degree from ESCP Business School and is a CFA Charterholder.
Fund Group Workshop
Fund Group Workshop
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
Fund Group Workshop
Speakers
Nicolas Jamet
Systematic Equities Fund Manager and Lead of ESG Integration
Nicolas Jamet is Fund Manager and Lead of ESG Integration at RAM AI’s Systematic Equity team since 2016. He started his career as Portfolio Manager at Société Générale Hong Kong in 2006 and joined Macquarie Group to run a global fundamental quantitative book in 2011. In 2012, Nicolas co-founded Fundamental Dynamics, a hedge fund managing long/short global equity strategies for an institutional mandate. He graduated in 2005 as a Business Engineer from the ICHEC Brussels Management School and in 2015, he became a CFA Charterholder.
How to identify relative value opportunities in fixed income through a multi-sector approach?
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).
Speakers
Ales Koutny, CFA
Head of International Rates, Vanguard
Ales as Head of International Rates is responsible for the portfolio management of global aggregate, governments and foreign exchange strategies.
Prior to joining Vanguard in 2023, Ales was a Global Macro Portfolio Manager at Janus Henderson, where he spent 8 years managing a range of global and unconstrained strategies. He started his career as an Analyst at JP Morgan Asset Management.
A CFA® charterholder, Ales also holds a M.Sc. in Data Science from City, University of London and a M.Sc. in Finance from Grenoble EM. He earned a B.A. (Hons) in Entrepreneurship from Manchester Metropolitan University.
Representatives
Manon Duez, CFA
Senior Sales Executive
Manon joined Vanguard in April 2021 based in Romandie, covering private banks, family offices and independent wealth managers. She spent the seven prior years at CdR Capital SA as an Investment Director, responsible for discretionary portfolio management, fund selection and implementation. Manon started her career with Morgan Stanley in London and Geneva. Manon graduated in 2010 with a joint Masters degree from Sciences-Po Paris and the LSE. A CFA® Charterholder since June 2014, she is a member of the CFA Society Switzerland and certified in ESG investing since September 2021.
Abdullah Mohammed
Sales Executive
Abdullah is responsible for private wealth managers, multi-family offices, and partnerships in the German-speaking part of Switzerland. Prior to joining Vanguard in 2020, he was Manager Fund Sales at Flossbach von Storch for over two years covering wholesale across Switzerland. He was working for the independent research company Morningstar for more than nine years holding different roles including in Marketing and Specialist Sales for the EMEA region. Abdullah holds a Bachelor of Science (BSc.) in Business Administration from the Zurich University of Applied Sciences with specialisation in General Management.
Fund Group Workshop
Speakers
Mobeen Tahir
Director, Research, WisdomTree
Mobeen is a member of WisdomTree’s research team where he focuses on a wide range of asset classes to offer strategic and tactical insights to our clients on global markets and investment products.
Before joining WisdomTree in December 2018, Mobeen worked at Willis Towers Watson as an investment consultant advising institutional clients as well as their in-house fund business on asset allocation and portfolio construction with his research focus being equity and multi-asset smart beta.
Mobeen has a BSc (Hons) in Accounting and Financial Management from Loughborough University and an MSc in Accounting and Finance from the London School of Economics and Political Science. He is also a CFA Charterholder.