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MILAN • 20 NOVEMBER 2018

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Nicolas Deltour - Candriam
NameNicolas Deltour
Job titleSenior Client Portfolio Manager Equities
CompanyCandriam
TitleEmerging Markets Equities at Candriam: an active approach focusing on quality and sustainable growth
ContentEmerging markets have been driving the news flows recently. For several years, Candriam has used an active strategy focusing on quality and sustainable growth that has been able to outperform over the cycle. As a pioneer in SRI, Candriam has also designed a sister strategy 10 years ago, taking into account sustainable aspects in its portfolio construction. Our speakers will summarize the current context of the markets and the details of these two strategies
BiogNicolas Deltour has been a Senior Client Portfolio Manager at Candriam Investors Group since 2016.
He started his career at Dexia Bank in 2000, then joined in 2008 Rothschild as Senior Portfolio Manager, and later ABN AMRO Luxembourg as Head of Investment Advisory.
Nicolas graduated with a Master’s Degree in Business Sciences from UCL in Belgium, holds a Post-Graduate Master’s Degree in International and European Relationships and has been a CIIA Charter holder since 2004.
Jan Boudewijns - Candriam
NameJan Boudewijns
Job titleHead of Emerging Markets Equity Management
CompanyCandriam
TitleEmerging Markets Equities at Candriam: an active approach focusing on quality and sustainable growth
ContentEmerging markets have been driving the news flows recently. For several years, Candriam has used an active strategy focusing on quality and sustainable growth that has been able to outperform over the cycle. As a pioneer in SRI, Candriam has also designed a sister strategy 10 years ago, taking into account sustainable aspects in its portfolio construction. Our speakers will summarize the current context of the markets and the details of these two strategies
BiogJan Boudewijns has been Head of Emerging Markets Equity Management for Candriam Investors Group since 2003. He joined Candriam (formerly Bank BACOB) in 1984 and became a fund manager in 1988, followed by a senior fund manager in 1990. He has over 20 years of emerging markets experience. Jan Boudewijns holds a Master of Science in Bioscience Engineering from Katholieke Universiteit Leuven, Belgium.
John Boselli - Wellingston Management
NameJohn Boselli, CFA
Job titleSenior Managing Director, Partner, and Equity Portfolio Manager
CompanyWellington Management
TitleQuality Growth Investing in Global Markets
ContentOur approach to investing in global equities is rooted in the belief that consistent alpha generation requires investment in high quality, growth companies that return capital to shareholders while trading at a discount to the market and experiencing improving fundamentals. Further, it is important to implement this philosophy through a process that is disciplined, measurable, and repeatable. Lastly, we believe consistent alpha generation requires the portfolio to have high active share and a focus on downside mitigation as much as upside participation. Our presentation will address the details of this approach to investing and how we are positioned for the global economic cycle.
BiogJohn is a Portfolio Manager on the team that manages Global, EAFE, and European Quality Growth portfolios. He manages equity assets on behalf of our clients, drawing on research from Wellington’s global industry analysts, equity portfolio managers, and team analysts.
Before joining Wellington in 2002, John was a managing director at Putnam Investments, Inc. (1996 – 2002), a senior manager at PricewaterhouseCoopers, LLP (1988 – 1996), and a geophysical engineer at Western Geophysical International, Inc. (1985 – 1987).
John earned his MBA from DePaul University and BS from the Colorado School of Mines. He is a Chartered Financial Analyst and member of the CFA Institute. He is a two-time Sauren Golden Award winner for best Global Fund Manager (2014 and 2015) and won the 2015 Citywire Italy Best Global Equity Fund Manager award.
Natalya Michaels - Artisan Partners
NameNatalya Michaels
Job titleManaging Director, Head of Business Development for the Artisan Partners Thematic Team
CompanyArtisan Partners
TitleA Systematic Approach to Differentiation
ContentThe Artisan Partners Thematic Team’s investment approach is based on thematic idea generation, a systematic framework for analysing companies and proactive risk management. Utilising this approach, the team seeks to construct a focused portfolio designed to maximise alpha while limiting downside risk over the long term.
BiogNatalya Michaels is a Managing Director of Artisan Partners and head of business development for the Artisan Partners Thematic Team. Prior to joining Artisan Partners in June 2017, Natalyas was at Eton Park Capital Management, a multi-billion dollar multi-strategy investment firm, where she was a senior member of the Investor Relations team involved in developing relationships with existing and prospective investors, fundraising, investor communications and business development. Before that, she worked at Goldman Sachs, primarily in the investment banking division, where she led M&A and financing transactions for industrial companies. She also spent several years in Goldman Sachs' London office, where she worked in the firm's principal investment area. She holds a bachelor's degree in finance and marketing from the Wharton School, University of Pennsylvania (magna cum laude).
Damien Buchet - Finisterre Capital
NameDamien Buchet
Job titleCIO Total Return Strategy
CompanyPrincipal Global Investors
TitleIntroducing Finisterre’s EM Total Return strategy as an optimal performance solution to extract value from EMD along the full market cycle.
ContentAfter a turbulent year for EM fixed income, marked by global headwinds and EM specific event risks, The asset class now looks technically cleaner, and trading at multi-year valuation lows
Having consistently demonstrated its upside capture, low volatility and downside mitigation features over the crises and rallies of the past five years, Finisterre’s EMD Total Return approach has beaten most market peers and indices in absolute and risk-adjusted terms..
Damien Buchet, Finisterre’s Partner and CIO of the EMD Total Return strategy will introduce his value proposition and investment process, while sharing his views on the global and EM outlook.
BiogDamien joined Finisterre in September 2015 and is a Partner and CIO for the EM Total Return Strategy. Prior to joining Finisterre, he was the Global Head of for EM Fixed Income at AXA-IM from 2010 to 2015. From 2007 to 2010, Damien was Head of EM Proprietary Trading and Structuring for French-Belgian Bank Dexia. He previously spent nine years as Deputy Head of Alternative EM Funds at Barep-AM, the alternative arm of Societe Generale. He started his career in Hong Kong in 1992 as an Asian equity PM for the Credit Agricole Group. Damien graduated from EDHEC Business School in Lille, France (1991) and is a CFA charterholder.
Stephen Jen - Eurizon
NameStephen Jen
Job titleCEO and Co-CIO Eurizon SLJ Capital
CompanyEurizon
TitleThe Liberalisation of the RMB Bond Market: EM Returns with DM Risks
ContentThe proactive liberalisation of the Chinese RMB bond markets is arguably the biggest change in global finance since the introduction of the EUR. Soon to become the second-largest bond markets in the world, the RMB bonds have the potential of offering the world a second benchmark yield curve to complement the US Treasuries. Stephen Jen will highlight some of the key features and the potential of this market.
BiogStephen was MD of Macroeconomics and Currencies at Bluegold Capital from May 2009 to March 2011, in charge of managing the Fund’s currency risks as well as its macro strategies.
Previously Stephen was an MD at Morgan Stanley and, from October 1996 to April 2009, held various roles, including the Global Head of Currency Research.
Prior to Morgan Stanley, Stephen had spent four years as an economist with the IMF, covering economies in Eastern Europe and Asia.
Stephen holds a BSc degree in Electrical Engineering from the University of California at Irvine (Summa Cum Laude) and a PhD in Economics from the MIT.
Aaron Grehan - Aviva Investors
NameAaron Grehan
Job titleDeputy Head of Emerging Market Debt and Portfolio Manager, EM Hard Currency
CompanyAviva Investors
TitleEmerging Market Debt – unlocking attractive risk/reward in a challenging environment
ContentEM sovereign credit has experienced a notable shift in sentiment since the beginning of the year as investors are now cautious towards the asset class due to a weakening macroeconomic environment and the impact this has on the fundamental outlook for some countries.
However, given the negative returns year-to-date and the adjustment higher in asset yields, risk/ reward looks more favourable than when the investment rationale was much stronger. Aviva Investors’ Aaron Grehan, Deputy Head of Emerging Market Debt, will discuss the outlook for the asset class and how we feel one should best manage assets in a more challenging environment.
BiogAaron joined the investment industry and Aviva Investors in March 2000. He was previously a credit fund manager in the liability driven fixed income team managing portfolios for institutional clients.
Aaron joined the credit team in 2004 as a portfolio analyst before becoming an investment analyst in both the LDI FI and Credit teams. Aaron is a CFA® charterholder and holds the investment management certificate.