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HAMBURG • 17 - 19 OCTOBER 2018

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Johan Van Der Biest - Candriam
NameJohan Van Der Biest
Job titleSenior Fund Manager
CompanyCandriam Investors Group
TitleRobotics & Innovative Technology: Investing in tomorrow’s future… today
ContentThe continuously accelerating technological evolution is impacting every sector, every company and various aspects of our daily lives.
The roadmap for world-changing new applications has never been as dominant, reshaping the industry and broader economy in every way.
This is a Mega-trend investors should not miss!
BiogJohan Van der Biest, Lead Manager for the Candriam Robotics and Innovative Technologies Fund, has been managing technology portfolios since 1992. In addition to his long expertise in technology investing, he brings a breadth of financial markets understanding to his portfolios, as he has also co-managed the Global Demography Fund since 2012. Over the years, Johan has managed or co-managed numerous processes, including equity, bond, and global balanced portfolios.
Johan has been part of the Candriam family and predecessors since 1992. He holds a degree in Commercial Engineering and a specialisation in Finance from the Catholic University of Louvain (KUL).
Oleg Kapinos - Tokio Marine
NameOleg Kapinos
Job titleProduct Specialist
CompanyTokio Marine Asset Management
TitleJapan: The Breakout
ContentHistorical events require a historical perspective; the constructive Japanese markets of the past year in the context of current policies as well as secular transformation beyond the two “lost” decades will be discussed in an open format encouraging active client participation. What has or has not changed? Are the changes cyclical or structural? We will examine the potential merits of a full or overweight allocation in Japan in combination with the shifting fundamentals of a country in socio-economic transition. While prevailing flows are observed to be decidedly top-down, idiosyncratic returns may present specific opportunities and we will anecdotally discuss the merits of a stable growth-oriented active portfolio that is our hallmark strategy.

We feel the rewards of efficient stock picking in a shifting fundamental landscape will become even more significant in Japan. We hope to bring a fresh perspective to drive new ideas in this evolving market
BiogOleg joined TMAM London in February 2017 as Product Specialist. His role involves building relationships with UK/European investors and supporting the growth of TMAM London’s business. Prior to that, he spent over 10 years in a variety of roles in Tokyo, including investment banking, fund selection and due diligence, and most recently as a Product Specialist for Liquid Alternatives at Neuberger Berman. Oleg is fluent in Japanese.

Oleg obtained a Master of Commerce degree from Hitotsubashi University in Tokyo and is a CAIA charterholder.
Andreas Dankel - Danske Invest
NameAndreas Dankel
Job titleHead of Credits, Co-head of European Corporate Sustainable Bonds & Nordic Corporate Bonds
CompanyDanske Bank Asset Management
TitleLooking beyond ESG scores to generate higher risk-adjusted returns in a European corporate bond portfolio
ContentResponsible investing (RI) has seen a remarkable growth in recent years and by some measures now applies to more than 25% of professionally managed assets (Acc. to Gl. Sust. Inv. Alliance, 2016 Gl. Sust. Inv. Review, 2017). If the trend continues, it will increasingly be seen as an active choice to disregard RI, which in turn increases the reputational risk for those investors that choose to do so.
Our process goes beyond screens and exclusions by including ESG integration, engagement, and investments in ESG turnaround stories.
With a Nordic bias in the portfolio, we lever on the overall relationship and local presence of Danske Bank and can hence increase the impact when engaging with companies.
BiogAndreas Dankel is the Co-head of European Corporate Sustainable Bonds and Head of the Danske European High Yield Strategy. In addition to this role, he also heads the European Credit and Nordic Corporate Bond teams. Prior to joining Danske in 2008, he was a global credits portfolio manager at BankInvest, and a corporate bond senior analyst focused on financials at both Nordea Markets and Unibank Markets. Andreas has a M.Sc. in Economics from Lund University and was born in 1971.
Lewis Aubrey-Johnson - Head of Fixed Income Products, Invesco
NameLewis Aubrey-Johnson
Job titleHead of Fixed Income Products
CompanyInvesco
TitleIntroducing the Invesco Global Income Fund
ContentThe Invesco Global Income Fund brings together all of Invesco Henley’s income expertise to generate attractive income from a broad range of fixed income and equity securities. I will introduce the fund, discuss our market views and show how those views are reflected in the fund’s current positioning.
BiogBased in Henley-on-Thames, Lewis is responsible for representing Invesco’s fixed interest investment capabilities to external and internal clients.
Lewis began his investment career with the firm within its Investment Communication team in 2000 before successfully transferring to Invesco’s Global Equities team as product manager in 2002 and then onto his current product director responsibilities with the Fixed Interest team in 2003.
He holds a BA (Honours) in International Relations from Sussex University.
Yasmine Ravai - Eurizon
NameYasmine Ravai
Job titleSenior Portfolio Manager
CompanyEurizon
TitleEmerging Market Debt – Local Currency: “Should I stay, or should I go..?”
ContentAs trade war storm clouds gathered earlier this year across emerging markets a number of large investors departed from the local currency bond markets.
This left a number of pockets of value for those fund managers able judge risk properly. One such investor is Eurizon SLJ with its new Emerging Market Bond Local Currency Fund. Having done well, despite a difficult backdrop of trade wars and rising U.S. Treasury Yields, we have asked Yasmine Ravai, the portfolio manager to share his investment approach. One of the largest success factors for the fund is that in contrast to other EMD LC Funds, their approach is to allocate risk, rather than typical asset allocation, but that’s just one of the factors. Eurizon SLJ is one of the most talented investment teams at Eurizon with a compelling approach for EMD Local Currencies. If you are (re)evaluating EMD Market Local Currencies then your answer should be “stay”
BiogWorking for many years in Paris, Yasmine developed a strong expertise in Global/EM Fixed Income, FX Markets and Multi-Asset Class and Multi Strategy Funds. She spent many years at Amundi, where she held the position of head of global fixed income/emerging markets funds. Yasmine studied at Dauphine University, Paris, where she graduated in Applied Economics and Finance, and gained her Master’s degree in Financial Markets.
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NameSteve Johnstone, CFA
Job titleFund Manager
CompanyJanus Henderson Investors
TitleMarket neutrality for uncertain times
ContentStretched equity valuations, combined with continued geopolitical and macroeconomic uncertainty means investors are increasing their allocations to funds capable of delivering returns irrespective of market direction. Historically, equity market neutral strategies have demonstrated their ability to deliver returns in a range of market conditions, provide drawdown protection during periods of market stress, and show low or negative correlation to both equities as well as other alternative asset classes.

Fund Manager Steve Johnstone will be exploring Janus Henderson’s approach to the asset class, explaining the benefits of blending fundamental stock picking with systematic portfolio construction, and how a mix of different investment styles can help smooth investor returns.
BiogSteve Johnstone is a Fund Manager at Janus Henderson Investors responsible for the top-down overlay and quantitative risk control of the strategies he manages. Prior to this, Steve was a quantitative risk analyst at Gartmore Investment Management until Henderson’s acquisition of Gartmore in 2011. He joined Gartmore in 2000, where he primarily focused on their market-neutral long/short equity funds before moving to the investment risk team. Earlier, he held contract positions at Merrill Lynch, Panmure Gordon, Industrial Bank of Japan, and Baring Asset Management.

Steve graduated from Open University with a BSc degree (Hons) in natural sciences. He holds the Chartered Financial Analyst designation and has 27 years of financial industry experience.
Rob Harley - Stewart Investors
NameRob Harley
Job titleSenior Investment Analyst
CompanyStewart Investors
TitleWhy Sustainable Investing Makes Sense
ContentSince the launch of Stewart Investors first product in 1988, sustainable investment has been an integral part of the team’s investment philosophy and stock-picking process. At the heart of this philosophy is the principle of stewardship.
The Sustainable Funds Group at Stewart Investors focus on long-term sustainable development as a key driver of investment performance.
The team seek to invest only in good quality companies, focusing on the quality of management, franchise and financials. By analysing the sustainable development performance and positioning of companies they can better measure less tangible elements of quality and identify less obvious risks.
The presentation will provide examples of the kind of companies they invest in and show how the approach translates into long-term performance.
BiogRob joined the team in October 2015 and is responsible for generating investment ideas for the Stewart Investors Sustainable Funds group across all sectors in emerging and developed markets.
Prior to joining the team Rob worked in various investment management roles for ten years and in the not-for-profit sustainable development sector for eight years.
Rob holds an MSc in International Strategy & Economics (distinction) from the University of St Andrews as well as a BA (Hons) in Political Science from the University of Natal, South Africa.
Chris McGoldrick - Stewart Investors
NameChris McGoldrick
Job titleSenior Investment Analyst
CompanyStewart Investors
TitleWhy Sustainable Investing Makes Sense
ContentSince the launch of Stewart Investors first product in 1988, sustainable investment has been an integral part of the team’s investment philosophy and stock-picking process. At the heart of this philosophy is the principle of stewardship.
The Sustainable Funds Group at Stewart Investors focus on long-term sustainable development as a key driver of investment performance.
The team seek to invest only in good quality companies, focusing on the quality of management, franchise and financials. By analysing the sustainable development performance and positioning of companies they can better measure less tangible elements of quality and identify less obvious risks.
The presentation will provide examples of the kind of companies they invest in and show how the approach translates into long-term performance.
BiogChris McGoldrick is a Senior Analyst in the Sustainable Funds Group at Stewart Investors. He joined the team in September 2013.

Chris has been covering Asian companies for over 19 years as an analyst, portfolio manager and Asian research sales specialist. He joined the industry in 1997 as an analyst with Edinburgh Fund Managers and was responsible for managing segregated Asia Pacific mandates as well as analysing companies for the Edinburgh Dragon Investment Trust. He then joined Baillie Gifford where he had analysis and stock selection responsibilities. Latterly, Chris worked for a London-based investment bank where he was a research sales specialist for Asian equities.

Chris has an MSc in Finance and a First Class honours degree from the University of Edinburgh.
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NameGeoff Marson
Job titleFund Manager
CompanyOdey Asset Management
TitleThe Future of Multi-Asset Investing
ContentOdey has an established Euro-denominated multi-asset strategy call the Odey Opportunity Fund, aimed at both the private wealth and institutional markets, managed by a highly experienced fund manager, of whom was a founder member of Odey Wealth. We blend this experience of managing private client portfolios with Odey’s bold approach to investing. Above all we seek to be tactical, not hide behind committees and make active investment decisions. We aim to preserve capital in bear phases and shift to a more return seeking approach when market conditions permit. Our fund uses a mixture of active equity selection and dynamic asset allocation to achieve our ambitious goals.
BiogGeoffrey has over 23 years’ experience managing multi-asset portfolios. He is Managing Director of Odey Wealth Management (CI), of which he was a founder director. He is the Fund Manager of the Odey Opportunity Fund, which he has managed since May 2008. Previously he was director and head of portfolio management (since 1995) of Credit Suisse (Guernsey), where he was responsible for managing €1bn in private client and institutional multi–asset portfolios.
Geoff has an honours degree in Economics from the University of York and holds the IoD Diploma in Company Direction.
Nicolas Janvier - Columbia Threadneedle Investors
NameNicolas Janvier
Job titlePortfolio Manager
CompanyColumbia Threadneedle Investments
TitleUS Smaller Companies - Shine as rates rise
ContentThe US is home to many of the world’s most vibrant, innovative and compelling businesses. From pioneering software, biotech and pharmaceuticals companies, through to more traditional industries such as banking or retail, the small-cap universe remains rich with opportunities for active investors to choose from, each bringing its own unique characteristics to a wider equity portfolio. Nicolas Janvier, Portfolio Manager of the Threadneedle American Smaller Companies Fund, provides his insight into the opportunity set for investors within the single most dynamic, liquid and diverse equity market. Nicolas will detail the frameworks he enforces to uncover the most compelling investment propositions, and provide insights into the franchises he believes can show improvements in margins and returns. The idea is to own companies through the steepest part of their growth curve, where most alpha is typically generated. This approach has the potential to generate consistent returns over the medium-to-long term.
BiogNicolas Janvier has been a Portfolio Manager for the Threadneedle American Smaller Companies Fund since 2015. Nicolas joined the company in 2014 as a portfolio analyst in the US Equities team, and is responsible for researching US companies across the consumer staples, materials, telecoms and utilities’ sectors.

Prior to this, Nicolas spent eight years with Columbia Management, where he worked as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Before this, he was a portfolio manager with the Private Bank at Bank of America.

Nicolas holds a BA in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation.
Manuela M. Froehlich - Fondsfrauen
NameManuela M. Froehlich
Job titleGlobal Head of Business Development at LRI Group and Co-Founder of Fondsfrauen
CompanyFondsfrauen
TitleGender diversity: Why asset managers and investors should care equally.
ContentThe financial industry suffers from a very bad image among those in tertiary education, with both male and female students rating it lowest for public image – alongside the energy sector. Young females in particular fear that working in the financial industry does not fit well with their moral beliefs and life planning.

Career network Fondsfrauen (www.fondsfrauen.com) will present these and other results of its recent survey with KPMG on gender diversity within the German asset management community as well as introducing the “Fearless Girls” study, dealing with the proportionately low number of women in the financial industry.

What can be done with those findings, how can the image of the industry be improved, what can investors do to empower women and why will it benefit their financial returns? These and other questions will be discussed during the session.
BiogManuela Froehlich is Global Head of Business Development at LRI Group in Luxembourg. Her responsibilities comprise growing the business internationally and implementing a global distribution network to support the asset management clients of LRI Group in raising capital for their Luxembourg fund vehicles, worldwide.

Manuela has nearly 30 years’ experience in the banking & Investment industry, focusing on the areas of client services & solutions, managing international sales teams and implementing successful distribution strategies. She started her career in Germany at HypoVereinsbank in 1991 and moved to London 10 years later to join F&C Investments, in order to develop their mutual fund sales business from scratch. During the following 10 years, Manuela was responsible for building up an international client service team and to support and later lead international distribution of mutual funds across Europe and LATAM.

In 2014 Manuela became co-founder of Fondsfrauen, the leading German speaking business network for women in asset management, reaching over 2000 women in Germany, Austria and Switzerland. The successful development and the international demand is now supporting Fondsfrauens’ efforts to expand into other countries, starting with Luxembourg.
Mark Hammonds - Guiness Asset Management
NameMark Hammonds
Job titleGuinness Asian Equity Income (co-manager)
CompanyGuinness Asset Management
TitleGuinness Asian Equity Income Fund
ContentThe Asian story has powerful attractions for investors, a focus on stable robust cash-generative businesses whose shares are undervalued underlies a strategy designed to deliver a return balanced between profit growth, multiple expansion and dividend growth. The Fund concentrates on ‘quality’ dividend paying companies, defined by their return on invested capital over at least eight years and identifying those whose share price undervalues the probable persistence of those returns. Quality, Value and Dividends rather than good stories underpin a strategy that has outperformed all income-focussed peers in the IA Asia Pacific ex Japan Sector in absolute and risk-adjusted terms.
BiogMark joined Guinness Asset Management in 2012 and is co-manager of the Guinness Asian Equity Income Fund. Prior to joining Guinness, Mark worked at Ernst & Young, where he qualified as a Chartered Accountant. Mark graduated from Corpus Christi College, University of Cambridge, in 2007 with a First Class degree in Management Studies. He is a CFA Charterholder.