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Paulo Salazar_Candiam
NamePaulo Salazar
Job titleSenior Equity analyst – Emerging Markets
TitleEmerging Market Equities: picking the right partner for a promising ride
ContentIn a context of synchronized global growth, with US growing vigorously and Europe leaving behind the worst of the crisis, emerging countries take the lead of global growth, showing again a clear supremacy. With growth patterns less and less dependent on developed markets, companies operating in emerging countries offer numerous opportunities in the most traditional sectors, as well as in megatrend related sectors, such as technology and demography. In this context, Candriam’s experienced team will share with the participants how our fund Candriam Equities L Emerging Markets generates alpha in a consistent manner, through a unique investment approach that combines a winning stock picking approach with a thematic overlay.
BiogPaulo Salazar joined Candriam in 2015 as an equity research analyst covering emerging markets. Paulo has over 10 years of experience in private equity and financial markets. Prior to joining the firm, Paulo was a private equity associate at The Riverside Company based in Brussels. Prior to that, he worked with equity research for GWI Asset Management, Equitas Investimentos and Banco Itau in Brazil covering several industries in Latin America and the United States. Paulo earned his B.B.A. in Corporate Finance and Financial Markets from FGV-EAESP in Sao Paulo and has an International Diploma in Finance from University of California, Berkeley Extension.
NameFabio Faltoni
Job titleInvestment Specialist
CompanyAviva Investors
TitleMulti-strategy fixed income: delivering the outcomes you need from fixed income
ContentWith just under 10 trillion of government debt worldwide now yielding less than zero, fixed income investors need to start questioning whether they are being adequately compensated for the risks they are assuming, which in some cases are heavily skewed to the downside. Aviva Investors will explain the challenges facing traditional fixed income investors, and how their multi strategy fixed income approach can help improve the risk and return profile of fixed income portfolios by aiming to deliver a return of cash plus 3% with less volatility than global fixed income *.

*10 year annualised standard deviation of the EURO hedged Barclays Global Aggregate Bond Index monthly returns was 2.73% as of 30th September 2018.
BiogFabio is an Investment Specialist focusing on our Multi-strategy capabilities. In his role, he works closely with our portfolio managers to articulate their investment process, portfolio positioning and investment performance to clients and consultants around the world. He is based in London. Fabio joined Aviva Investors in August 2016 after having previously spent 2 years at ICAP plc as an institutional sales focusing on credit default swaps. Fabio holds a BSc in International Economics, Management and Finance from Bocconi University as well as an MSc in Finance from Grenoble Graduate School of Business.
Anu Narula - Mirabaud
NameAnu Narula
Job titleHead of Global Equities
CompanyMirabaud Asset Management
TitleWhy a thematic approach in global equities matters today
ContentAs economies around the globe enter a lower-growth cycle, companies will require their own secular drivers to deliver sustained returns across the economic cycle. Anu Narula, portfolio manager of the Mirabaud – Equities Global Focus Fund discusses why a multi-thematic approach, applied across all industry sectors, identifies companies that are positioned, or are positioning themselves to capitalise on transformative forces, such as technology, or the millennial consumer, to create strong demand and deliver revenue that is growing faster than GDP’
BiogAnu Narula, Head of Global Equities at Mirabaud Asset Management, manages the funds Mirabaud - Equities Global Focus and the Mirabaud - Global Equity High Income fund and has experience in the portfolio management industry since 2001.
Prior to joining Mirabaud Asset Management in 2013, Mr Narula worked at AXA Framlington where he was lead-manager of the Global Equity High Income fund and co-manager of the Global Opportunities fund, and prior to that was the portfolio manager of the global equity part of the global macro hedge fund Cadwyn Global since 2005. He started his career at Morley Fund Management in the Global Equity team.
Mr Narula holds a Bachelor's degree in Economics from the London School of Economics, holds an MBA from the London Business School and is a CFA Charterholder.
Mike_Brooks_Oct15 (2)
NameMike Brooks
Job titleHead of Diversified Multi-Asset
CompanyAberdeen Standard Investments
TitleWhy multi-asset portfolios?
ContentInvesting across a diverse range of asset classes can be a simple way for investors to improve their potential for returns, while at the same time, lowering portfolio risk. This is particularly important given that equity and bond valuations are elevated and the investment outlook is more challenging. The good news for investors is that a far broader range of investments is available to investors than ever before. This includes asset classes such as currencies, interest rates, inflation, volatility, infrastructure, property, high-yield bonds, loans, asset-backed securities, insurance-linked securities, emerging market bonds, litigation finance and marketplace lending. During his presentation, Mike Brooks will cover this topics giving at the same time an update about our Aberdeen Global-Diversified Growth Fund and Aberdeen Global- Diversified Income Fund.
BiogMike Brooks is Head of Diversified Multi-Asset. Mike joined Aberdeen in 2015 from Baillie Gifford where he was an Investment Manager in the Diversified Growth team. He co-founded the Diversified Growth strategy at Baillie Gifford in 2008, playing a leading role in the development of the philosophy and process, in the ongoing management of the fund and in the successful expansion of the client base. Mike joined Baillie Gifford in 2000 as Head of Investment Risk. Prior to this he was Head of Quantitative Research at Aegon Asset Management. Mike graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University. Mike is a Fellow of the Faculty of Actuaries.