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BRUSSELS • 7 NOVEMBER 2017

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Nuveen Sales Meeting LaGuna Beach 2015
NameJohn Gomez
Job titlePresident, Santa Barbara Asset Management
CompanyNuveen
TitleA Dividend Growth Perspective for Today’s Global Market
ContentThe Nuveen Santa Barbara Global Dividend Growth strategy seeks to balance risk by investing in equities within developed markets and diversified across both sector and geography. The team also adds additional diversification measures by constructing a portfolio that includes a wide range of dividend growth rates, dividend yield, and individual security beta. Santa Barbara Asset Management believes that consistent dividend growth is a strong indicator for company quality. We select high quality global companies with the fundamentals for future dividend growth, which historically have provided strong risk‐adjusted returns over the long term. Our total return approach also considers dividend paying segments that are often overlooked, including recent dividend initiators and lower yielding companies, which results in the potential for broader diversification and faster dividend growth
BiogJohn Gomez joined Santa Barbara Asset Management in 2006 as a portfolio advisor. Prior to joining Santa Barbara, John was a relationship manager with ING Investment Management. At ING he serviced institutional clients in the Midwest across the corporate, foundation/endowment, public fund and Taft Hartley markets. Preceding this, john was a regional director with Alliance Capital servicing regional broker dealers and registered investment advisers. Prior to this, he worked with John Nuveen & Company where he was one of the founding members of Nuveen’s managed account group, Nuveen Private Investment Management. John received a B.A. in Finance and an MBA in Financial Derivatives from Loyola University Chicago.
Paul Brain - BNY Mellon
NamePaul Brain
Job titleInvestment Leader – Fixed Income, Newton Investment Management, a BNY Mellon Company
CompanyBNY Mellon Investment Management
TitleA thematic and flexible approach to fixed income investing
ContentGovernments are starting to lean away from fiscal austerity, and central banks are starting to slow their buying of bonds, and in the case of the Fed reversing the process altogether. However, while central banks and governments are changing tack, one thing that hasn’t changed is the low-growth, low-inflation environment. The four Ds – debt, demographics, disruption and distortion – could help explain this influence… Whether it’s the disruptive force of Amazon changing the way goods are bought and sold, or the baby boomers leaving the workforce and destroying the relationship between low unemployment and inflation, one thing is clear in our mind: bond yields can’t rise too far before these high debt levels become difficult to service and growth starts to suffer once more.
BiogPaul is investment leader of the fixed income team. He joined Newton in 2004, and manages a range of global bond funds. He is also the lead manager of Newton’s Global Dynamic Bond strategy. Paul is chairman of the bond/ FX strategy group, and a member of the investment strategy group and the investment committee.
Paul has held a number of senior fixed income positions within the industry at MSG & Partners, Investec and Credit Suisse.
Matthew Byer - Principal
NameMatthew Byer
Job titleExecutive Director and COO of Spectrum Asset Management, an affiliate of Principal Global Investors
CompanyPrincipal Global Investors
TitlePreferred Securities: an original yield enhancing solution within a fixed income portfolio
ContentPreferred securities offer fixed income investors the opportunity for incremental returns in an area of the capital markets dominated by banks and other financial services companies. As part of a diversified portfolio and managed with a conservative approach, preferred securities have the potential to enhance returns and reduce overall portfolio volatility. For investors seeking regular income, preferred securities offer the potential for higher yields in the investment grade U.S. dollar fixed income universe.
In addition, concentration in the financial services sectors may create the potential for market support against rising interest rates.

The PGIF Preferred Securities UCITS Fund has a strong 14 year track record, with $4.6bn in assets*, and offers daily liquidity in a number of share classes. The Fund aims to enhance returns by incorporating strategies such as credit and structure selection, duration management in coupon type (fixed, variable, floating), and managing industry sector rotation.
* 30 September 2017
BiogMatthew joined Spectrum in 2007 and held the position of Senior Vice President with responsibilities for various areas of business and product development, client relations and asset management, until his appointment as COO on January 1, 2010. Prior to joining Spectrum, Matthew was a Vice President and Director - Investment Banking at A.G. Edwards where he served as a senior member of the Financial Services Group for eight years. Matthew began his career in 1991 as an attorney with Armstrong Teasdale LLP where his practice included the representation of issuers and underwriters of preferred securities. He holds a BS Mathematics and JD from the University of Illinois at Urbana-Champaign, and is a Member of the Missouri and Illinois bar.