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TEL AVIV • 7 DECEMBER 2016

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Nuveen Sales Meeting LaGuna Beach 2015
NameJohn Gomez
Job titlePresident
CompanySanta Barbara Asset Management
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, he was a Regional Director with Alliance Capital servicing Regional Broker Dealers and Registered Investment Advisers. Prior to this, John worked with John Nuveen & Company where he was one of the founding members of Nuveen’s managed account group, Nuveen Private Investment Management. John Gomez received a B.A. in Finance and an MBA in Financial Derivatives from Loyola University Chicago
Tom Walker-Schroders
NameTom Walker
Job titleCo-Head of Global Real Estate Securities
CompanySchroders
TitleGlobal Cities
ContentBy 2030 UN forecasts a population of 8.5bn and that 75% of us will live in cities. However, not all cities are equal. Cities around the globe will fight for our attention and investment, but only a select few will have the infrastructure to cope with demand and prosper. Those that do will become global cities. Today, cities are arguably more important than countries. The economic power of certain cities, such as London, far outstrips those of the countries they are in. As a real estate fund manager it is my job to identify the places that people want to live in, work in and play in- offering diverse economies with inherent advantages that give owners of real estate strong pricing power. Using innovative technology coupled with insightful data I believe we have found the global cities of tomorrow for investment today.
BiogTom joined Schroders in July 2014 as Fund Manager, Global Real Estate Securities. Before Schroders, he was deputy head of global listed real estate at AMP Capital from 2005 to 2014. He has over 16 years of real estate experience and holds a BA Hons in Politics from University of Newcastle Upon Tyne and a Graduate Diploma in Real Estate from London South Bank University.
Nick Sheridan-Henderson
NameNick Sheridan
Job titleFund Manager
CompanyHenderson Global Investors
TitleHow to be different in Europe
ContentSir John Templeton: “It is impossible to produce superior performance unless you do something different from the majority.”
Trying to beat the market by investing in the same way is a nil sum game. If you want different performance you need to take a different view. In this presentation, European equities manager Nick Sheridan outlines the benefits of a bottom-up investment strategy designed to eliminate market noise when looking to identify those stocks priced at the biggest discount to fair value.
Key points:

• The key principle of investing (that so many ignore)
• Political and economic uncertainty – off-putting for many, but a rich environment for value
• Working out what really matters
• Identifying ‘mis-priced’ stocks
BiogNick Sheridan joined Henderson following the acquisition of New Star. He has proven fund manager experience in equities and has been managing money since 1989. Nick worked as a senior portfolio manager at Wise Speke before joining BWD Rensburg in 1990 as their director of gross funds and manager of their staff pension fund. Prior to joining New Star in 2007, he worked at Tilney from 2001 as director of european equities. Nick has passed the Securities Industries Diploma and holds a BA (Hons) in Politics from Liverpool University.
Hellyer Georgina- Columbia Threadneedle
NameGeorgina Hellyer
Job titleFund Manager
CompanyColumbia Threadneedle Investments
TitleThe improving landscape of emerging markets
ContentWith emerging markets outperforming their developed counterparts, Georgina will discuss which regions look most attractive and the challenges faced within the asset class. She will also discuss why it’s the time for active managers to add value and how the Columbia Threadneedle Global Emerging Market funds are positioned to exploit the attractive opportunities in emerging markets.
BiogGeorgina Hellyer joined the company in 2011 as an analyst on the global emerging market equities team and has specific responsibility for stock analysis and idea generation in the materials and energy sectors. In 2013, Georgina became a portfolio manager and is currently Deputy Portfolio Manager on a number of Emerging Markets portfolios. Before joining the company, Georgina worked at Aviva Investors, starting as a graduate trainee before moving to an analyst role covering the materials and energy sectors on the company’s GEM and Asian equities team. Georgina has a degree in Philosophy, Politics & Economics from St Edmund Hall, University of Oxford and also holds the Chartered Financial Analyst designation.
Stephen Baines-Kames
NameStephen Baines
Job titleInvestment Manager
CompanyKames Capital
TitleHigh Yield – capture the opportunity with conviction
ContentWe believe that high yield bonds offer an attractive investment proposition as thoughts turn toward 2017 and beyond. Stephen Baines will discuss our unconstrained approach to managing high yield bond funds and how we build concentrated portfolios to reflect our highest credit conviction views.
BiogStephen Baines is an Investment Manager in the fixed income team with responsibility for high yield bonds. He joined in 2013 from Oriel Asset Management, where he was a portfolio manager and investment analyst. Prior to this, Stephen worked for Baillie Gifford before joining Babson Capital Europe, where he was responsible for credit analysis of European syndicated loans, floating-rate notes and high yield bonds. Stephen has a degree in Economics from the University of Durham and is a CFA Charterholder. He has 12 years’ industry experience.