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Mario Di Marcantonio - Eurizon
NameMario Di Marcantonio
Job titleSenior Portfolio Manager
CompanyEurizon Capital
TitleFlexible and Multi-Asset Strategy aiming to maximize returns with lower volatility and drawdowns
ContentEurizon EasyFund Flexibe Beta Total Return is a total return, flexible, multi-asset fund, managed with a discretionary and dynamic approach focused on tactical asset allocation. The fund has complete flexibility on investing in both Equities and Bonds, Currencies and Derivatives instruments. This multi-asset strategy aims to maximize returns with lower volatility and drawdowns than you get with single asset funds. During the presentation, we will explain the investment process and how, from a mix of fundamental and technical analysis, the management team comes to a portfolio which is focused on High Conviction Investment Ideas.
BiogMario holds a Bachelor of Economics and a MSc Degree in Quantitative Finance and Insurance. Worked as Portfolio Manager for Global Funds gaining an extensive knowledge of financial markets and a solid experience in equity investing. Became Senior Portfolio Manager in 2008 and responsible for developing a strong framework for stock picking and trading based on an integrated hybrid approach. He’s specialized in the Natural Resources and Infrastructure sectors, and he’s responsible for the Global Commodity Outlook at Eurizon Capital.
GENERALI INVEST 23/12/2013 Paris
NameBrice Perin
Job titleHead of Convertible Bond Portfolios
CompanyGenerali Investments
TitleExploiting market volatility through absolute return convertible bonds strategies
ContentIn the current low yield environment, investors should consider convertible bonds to enhance returns of their portfolios. During the workshop, Brice Perin will present the attractiveness of convertible bonds in the current market situation along with the benefits offered by an absolute return approach applied to this asset class.
BiogBrice Perin is Head of Convertible Bond Portfolios at Generali Investments. He manages over € 500 mil in convertible bonds funds and collaborates on mandates including this asset class. Brice has 15 years of experience, before Generali Investments, he was Head of volatility funds at Acropole AM, Head of Convertible and Volatility Arbitrage Funds at La Française des Placements and Head of Convertible and Volatility Arbitrage at DWS Investments. Brice was educated at the National School for Statistics and Economics.
Patrick Cadell - Liontrust
NamePatrick Cadell
Job titleFund Manager - Liontrust GF Global Strategic Equity Fund
CompanyLiontrust Asset Management
TitleLiontrust GF Global Strategic Equity Fund: exploiting structural change
ContentStructural change creates inefficiencies in the market as a result of well documented behavioural biases: status quo bias, myopia and risk aversion. These biases mean investors are generally slow and reluctant to recognise fundamental turning points, markets struggle to price the longevity of returns that structural change can drive and change leads to uncertainty that is mispriced due to risk aversion. Patrick Cadell, manager of the Liontrust GF Global Strategic Equity Fund, will discuss how he and his team identify the beneficiaries of and losers from structural change in which the Fund can take long and short positions and where they are currently finding investment opportunities particularly in emerging markets.
BiogPatrick Cadell joined Liontrust in 2015 from BMO Global Asset Management (formerly F&C Asset Management and Thames River Capital LLP). Patrick moved to Thames River in 2011 and was previously an investment analyst at Nevsky Capital where he focused on Asian equities covering a diverse range of industries.
Stefan Vakker - Nordea
NameStefan Vakker
Job titleSenior Product Manager – Multi Assets Team
CompanyNordea Asset Management
TitleStable Equity Long/Short - a candidate to diversify recovery related strategies
ContentThe Nordea 1 – Stable Equity Long/Short Fund is a portable alpha solution for sophisticated investors. Stefan will explain how this strategy exploits the low risk anomaly in equity markets as a basis to select stable stocks for the long side of the portfolio. The result is attractive equity diversification characteristics, low risk and neutral/negative beta leading to positive performance in down-markets. The short leg consists of a basket of futures representing the overall market with an exposure of 0.7 - 0.85 depending on market sentiment. With a 3 year track record, and more than €800m in assets under management, we believe that this strategy can be an ideal investment solution in these challenging markets – not least as an attractive alternative to government bonds.
BiogStefan worked as a derivatives and structured products sales person in London with a number of leading investment banks from 2001 until 2008. He joined Nordea Investment Management AB in early 2009 and is currently senior product manager within the Multi Assets Team. Stefan holds a M.Sc. in Finance from London School of Economics and an MBA from University of Chicago (Graduate School of Business).