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PARIS • 11 FEBRUARY 2016

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Magda Branet - First State
NameMagda Branet
Job titleSenior Portfolio Manager in the Emerging Markets Debt team, First State Investments
CompanyFirst State Investments
TitleWhere are the risks and opportunities in Emerging Markets Debt?
ContentMagda will address the current risks and opportunities for emerging market bonds and the role the central banks, the slowing of China’s growth as well as changing growth models have in this regard. It is becoming increasingly difficult to talk about the emerging markets. Most of the emerging markets have good economic fundamentals, but their development varies greatly from one market to another. The active management required to assess valuations and technical situation in these markets is something Magda will look to address in more detail.
BiogMagda Branet is a Senior Portfolio Manager in the Emerging Markets Debt team at First State Investments (‘FSI’).
In her role, Magda is responsible for covering Africa, CIS and Eastern Europe.
Prior to joining the team in February 2015, Magda spent 10 years with AXA Investment Managers in Paris, first as an Emerging Markets Strategist in the Research and Strategy department, then as a Portfolio Manager within Emerging Markets Fixed Income team.
Magda holds a Masters degree in Asset Management from the Dauphine University Paris and is a CFA Charter Holder. A native Romanian speaker, Magda is also fluent in French.
Nicholas Wall - Invesco
NameNicholas Wall
Job titlePortfolio Manager in the London Based Multi Sector Portfolio Management Team
CompanyInvesco
TitleEuropean multi-sector: opportunities in European fixed income assets in 2016
ContentIn this presentation, Nicholas Wall, the portfolio manager of Invesco London Based Multi Sector Portfolio Management Team, outlines why he believes Europe remains a fertile ground for active fixed income investors. Against a backdrop of diverging global economic prospects and monetary policy, Europe’s blend of supportive monetary policy, improving growth and diverse political landscape continues will create unique themes and opportunities for bond investors in 2016.
BiogNicholas joined Invesco in 2006. Nicholas manages several multi-currency global bond mandates for institutional investors and takes responsibility for the day-to-day management of the Invesco Euro Bond Fund. He also has analyst responsibilities, covering Europe, emerging Europe, Japan and global inflation markets. Prior to his current role, Nicholas spent five years in the Invesco Global Cash Management team.
Nicholas holds a BSc (Hons) in Economics from the University of York. In 2011, Nicholas was awarded the Chartered Financial Analyst® (CFA®) designation.

Jean-Marc Pont - Generali
NameJean-Marc Pont
Job titleInvestment Specialist Equities, SRI & Multi-Asset, Generali Investments
CompanyGenerali Investments
TitleAgeing Population: Challenge For Societies, Opportunity For Companies
ContentThe ageing of the population, in Europe and beyond, creates new opportunities for companies exposed to this long term demographic theme.
Indeed, companies with their business models positioned to provide products, services and solutions aimed at the “Grey Power” will benefit from the growth of these specific markets.
Generali Investments proposes a new investment strategy focusing on this demographic theme, through a new UCITS fund: GIS SRI Ageing Population.
Jean-Marc Pont will present the fund’s investment strategy which is about investing in sound companies, with sustainable business models benefitting from this secular trend
and which should deliver above average returns.
BiogJean-Marc joined Generali Investments in June 2015. He has 16 years of investment management experience gained in various financial institutions in both Paris and London (Barclays AM, La Française des Placements and HSBC GAM). Prior to joining Generali Investments, he was Head of Product Strategy & Development - Multi-Asset & Index at Legal & General Investment Management (London).
Jean-Marc holds a Master’s degree in Politics & International affairs - Institut d’Etudes Politiques / Sciences Po (Aix-en-Provence), a Master’s degree in Business Studies - AUDENCIA Business School (Nantes) and an Executive Diploma in Banking & Management - CESB & HEC (Paris).
Matthew Byer - Principal
NameMatthew Byer
Job titleExecutive Director and Chief Operating Officer
CompanyPrincipal Global Investors
TitlePreferred Securities, Cocos, and the search for yield in a low yield environment
ContentThe widespread regulatory change embodied in the Dodd-Frank Act, Basel III, and Solvency II has reduced many of the risks in the banking and financial sectors, creating a favourable backdrop for investors in preferred and capital securities. With fixed income yields at all-time lows, preferred securities may offer one of the most attractive opportunities in that space.
Matthew Byer, Executive Director and Chief Operating Officer of Spectrum Asset Management will explore how investors can capture attractive returns and quality income opportunities by allocating to preferred securities, and why they may offer strong market diversification benefits relative to the overall bond market. Matthew will also explore why a diversified portfolio of global capital securities can offer attractive yields to investors.
BiogMatthew Byer 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. Matthew holds a BS (Mathematics) and JD from the University of Illinois at Urbana-Champaign, and is a Member of the Missouri and Illinois bar.
Ducoin Laurent - Amundi
NameLaurent Ducoin
Job titleHead of Europe Stock-picking
CompanyAmundi
TitleHow to find new opportunities in European Equities?
ContentEuropean equities is a very crowded environment. Investment moods generate volatility, which can be an issue for investment managers, but also a source of opportunities. Taking advantage of these opportunities, and generating alpha through stock-picking, requires to act quickly, to be early in detecting new trends. In his session, Laurent will discuss two precise examples: a new sector that is emerging at high speed, and a large cap stock recently listed in Europe with a strong business model.
BiogLaurent is the Head of Europe Stock-picking at Amundi, a team that manages EUR 10bn of European equities.
Laurent joined Amundi in May 2015 with more than 15 years industry experience. He started his career as a sell-side analyst, first for Oddo Equities and then for CM-CIC Securities, before joining Merrill Lynch IM London in 2004 (which was merged into BlackRock in 2006) where he became a European equity portfolio manager. He worked for Carmignac from 2011 to 2014 as the Head of European Equities Long-Only. Laurent is a graduate of Ecole Speciale des Travaux Publics and SFAF.
Julie Dickson
NameJulie Dickson
Job titleInvestment Specialist
CompanyCapital Group
TitleInvesting without borders
ContentThe domicile approach to measuring geographic exposures – one of the primary blocks of asset allocation – is arguably becoming less relevant in today’s challenging markets. As multinational, global companies now represent a driving force in worldwide economic integration, it may not be sufficient to follow the traditional paradigm of investing in companies based on their country of domicile. In this workshop, Julie Dickson describes how Capital Group has approached this challenge by looking beyond traditional boundaries to conduct fundamental research that focuses on all aspects of a company, including revenue exposure, industry position, product lines and supply chain. Using stock examples from the Capital Group New Perspective strategy, Julie will demonstrate how this multi-layered ‘new geography’ analysis helps our investment professionals identify the emerging multinationals of the future as well as those existing multinationals that are well positioned to benefit from secular growth trends and global trade patterns.
BiogJulie Dickson is an investment specialist at Capital Group. She has 22 years of investment industry experience and joined Capital Group in 2015. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors. She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.