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MADRID • 16 NOVEMBER 2017

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

James Inglis-Jones - Liontrust
NameJames Inglis-Jones
Job titleFund Manager
CompanyLiontrust Asset Management
TitleCashflow Solution – highly differentiated European equity returns
ContentSamantha Gleave and James Inglis-Jones focus exclusively on company cash flows in managing the Liontrust GF European Strategic Equity Fund. They seek to provide superior long term returns while taking less risk: protecting investors when the market falls and participating in the market’s growth. They have developed proprietary measures that highlight compelling long and short investment opportunities in Europe. By combining these indicators with bottom-up company analysis, they take a systematic approach to varying the exposure of the fund in different market conditions.
James will explain how their process targets a low-volatility, uncorrelated absolute return in a range of market environments.
BiogJames graduated in 1990 with a First Class Honours Degree in Modern History from York University. He gained a D.Phil in Modern History in 1994 from Christ Church, Oxford. He subsequently worked for Unilever, becoming, latterly, a commercial manager.
In 1997 he joined Fleming Investment Management as an analyst before assuming responsibility in 1999 for the management of UK equity portfolios. Between 1999 and 2002 he worked on JP Morgan Fleming’s institutional investment process and managed a wide range of retail and institutional funds. He ended his six years at JP Morgan Fleming as a senior portfolio manager within their European equity group. In 2003 he joined Polar Capital to manage a European market neutral fund before joining Liontrust Asset Management in March 2006 where he developed the Cashflow Solution Investment process. James is a Chartered Management Accountant and a CFA charterholder.
Henrik Stille - Nordea
NameHenrik Stille
Job titlePortfolio Manager
CompanyNordea Asset Management
TitleA new solution to put your money to work!
ContentHenrik, portfolio manager of the Nordea 1 – European Covered Bond Fund, will speak about the unique safety and high quality features of this asset class. He will also introduce you to the Low Duration European Covered Bond strategy, which meets the challenges investors are facing today, namely government bonds with negative returns and current accounts that do not offer any protection from inflation.
This new strategy will protect investors from rising interest rates by reducing the duration to 1 year, yet leaving them with the proven alpha capabilities of a highly experienced investment team by investing into an inefficient asset class with many relative value opportunities.
BiogHenrik has been a Portfolio Manager and Analyst within the European covered bonds team since 2007 and among others is the responsible manager of the Nordea 1 – European Covered Bond Fund. In 2005 he started his career in Nordea’s graduate training program within the European covered bonds team. Henrik holds an MSc in Economics and Business Administration from the University of Lund, Sweden.
Mikko_Ripatti_DNB_Asset_Management
NameMikko Ripatti
Job titleSenior Portfolio Manager
CompanyDNB Asset Management
TitleDigital disruption creates opportunities for investors
ContentSeveral technological forces are disrupting industries. This creates both opportunities and threats for companies. The speed of change is impressive. Who could have guessed that Nokia, ones the world leading mobile phone manufacturer with more than 40% of global handset market selling 15 phones a second at the peak, would go almost bankrupt in a question of few years!

Technology is not anymore just about PCs, but it’s about cars, taxi services, hotel bookings, homes, phones, drones, security solutions, you name it. Technology is truly “eating into all sectors” and increasing its importance. More than 20% of MSCI World today is Technology when you sum up Information Technology, Telecommunication Services and Consumer Discretionary companies that are tech, like Netflix and Amazon.

We find the technology theme interesting because it has above average growth with reasonable valuations in a near zero interest rate world. Valuations have gone up, but there are plenty of opportunities for active bottom-up stock pickers like us, who don’t have to stick to a certain benchmark.
BiogMikko joined DNB Asset Management in Luxembourg as a Senior Portfolio Manager in June 2015. Possessing deep knowledge about portfolio management and working in close collaboration with the fund managers in Norway, Mikko supports DNB´s high level of client activities in the international markets. He also oversees DNB Asset Management´s Luxembourg-domiciled funds. Between 2007 and 2015 Mikko worked in Helsinki as a fund manager at FIM Asset Management where, as part of the emerging markets team, he was responsible for investments in Latin American markets. Between 2000 and 2007 Mikko worked for Finland’s best-known company Nokia in different strategy, market analysis and business development related positions in Latin America and Finland. Mikko has a master's degree in Economics and Business Administration from the Finnish Turku School of Economics. He speaks Finnish, Swedish, English, Portuguese, Spanish, French and a little bit of German.
Gregg Guerin - First Trust
NameGregg Guerin
Job titleSenior Product Specialist
CompanyFirst Trust Global Portfolios
TitleAlphaDEX® Select Opportunities in the Eurozone: Value and Growth
ContentInvesting in Eurozone equities has been one of the hottest topics thus far in 2017. Is it the right time? How real is he recovery? How far along is it? No matter the point in the cycle, the AlphaDEX® methodology scours the European
markets looking for the best value and growth stocks. Relying on AlphaDEX®’s time-tested methodology, First Trust will detail the potential opportunities available in today’s market. We will also highlight a detailed review of the performance and attribution of EU stock market returns this year.
BiogGregg Guerin is a Product Specialist for First Trust and supports the business’ development across the UK and European markets in which First Trust operates. Prior to working in London, Gregg was based in Chicago and helped found First Trust’s Institutional team. Gregg introduces First Trust’s product range, including AlphaDEX methodology to IFAs, wealth managers, fund of fund managers and private banks. He has been entrenched in the ETF industry for over 9 years and sees tremendous growth potential for the ETF market across Europe.