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Cornel Bruhin -MainFirst Asset Management
NameCornel Bruhin
Job titlePortfolio Manager
CompanyMainFirst Asset Management
TitleInteresting opportunities in Emerging Markets
ContentCurrently, there is a lot of uncertainty around Emerging Markets and its economic growth. Yet, overall the fundamentals are intact and resilient to market turmoil. Consequently, there are interesting buying opportunities to be found, for example in Indonesia and various Latin American countries. The MainFirst EM team (Cornel Bruhin, Dorothea Fröhlich and Thomas Rutz) makes use of these value opportunities and buys selected, carefully vetted titles in hard currency bonds or incorporates with a high exposure to EM into its portfolio. The track record of their funds is proof of the achieved attractive returns: the MainFirst Emerging Markets Corporate Bond Fund Balanced generated an annual performance of 5.5% over the last five years and the MainFirst Emerging Markets Credit Opportunities Fund generated an annual performance of 8% over three years (as at 31 July 2018).
BiogCornel Bruhin has worked as a Portfolio Manager at MainFirst since 2012 and is responsible for investments from emerging countries for the MainFirst Emerging Markets Corporate Bond Fund Balanced and the MainFirst Emerging Markets Credit Opportunities Fund. Previously, Cornel Bruhin was responsible for managing the Clariden Leu Emerging Markets Bond Funds from 2008 onwards. Previous positions were at Bank Hofmann, where he was the fund manager for the European High Rent Fund, and at Credit Suisse First Boston, where he was the sales director for Emerging Markets Fixed Income. At MainFirst, he has continuously received Sauren gold medals for excellent fund management over the last three years.
Ferdinand Dalhuisen - ODDO BHF PRIVATE EQUITY
NameFerdinand Dalhuisen
Job titleManaging Director
TitleThe Private Equity Secondary Market : Key features and opportunities
ContentThe secondary market is expected to remain buoyant for some years to come. Compared with the secondary market in listed equities, the private equity’s secondary market remains small (less than 3% of total private equity NAV). Private equity’s secondary market growth, over the past decade, is linked to the growth of the private equity asset class. Fundraising volumes provide unprecedented available stock for secondary transactions which offer a welcomed portfolio management tool, along with liquidity (GP-led transactions) and transparency. Institutional investors have acknowledged these benefits : attractive risk-weighted returns, diversification, reduction of the ‘J-curve’ effect, valuable insight into individual GPs. Oddo BHF Private Equity, benefits from an impeccable nine year old track record, to keep surfing this wave.
BiogFerdinand joined ODDO BHF PRIVATE EQUITY in January 2018. He was previously with Deutsche Bank Private Equity for seven years and was latterly global co-head of primary fund.
Prior to that, Ferdinand worked as an investment manager at Golding Capital Partners, a Munich based Private Equity Fund of Funds.
He started his career in corporate finance with Credit Suisse in London. He holds an MBA from INSEAD and Bachelor Degrees in Law and Russian from Oxford University.
Peter Lidblom - DWS
NamePeter Lidblom
Job titleDirector for GCG Nordics Region
TitleHigher ESG Scores that don’t cost the Earth
ContentStudies have shown that sustainability practices have a positive influence on investment performance. Therefore, incorporating ESG into investment decision making may also reduce a variety of risk with a portfolio of companies with quality metrics. This approach has now been used by a large portion of asset managers and investors and it has allowed for a rise in ESG investing.
BiogPeter Lidblom joined DWS in December 2017 as head of passive investments sales Nordics. Peter has over 20 years’ experience in the financial industry gained as head of prime brokerage sales UK for SEB, head of sales for Nordea Equity Finance, China Macro/ETF Sales at NSBO and most recently five years as head of Nordics, Netherlands and UK/Irish Institutional clients at ETF Securities.
Peter holds an M.Sc. in Economics from Uppsala University.
Gregg Guerin - First Trust Global Portfolios
NameGregg Guerin
Job titleSenior Product Specialist
CompanyFirst Trust Global Portfolios
TitleConviction in the Eurozone
ContentWhat does active management mean today? Gregg will talk about passive index tracking, active management and smart beta approaches in general, while introducing First Trust's AlphaDEX® approach in using value and momentum factors when selecting stocks, supported by Fama Nobel-prize winning academics.
At First Trust, we feel that no matter what point in the cycle we are in, using a fundamentally-based selection methodology works best to potentially identify the best stocks in most equity markets.
Gregg will also show detailed index analysis on the Nasdaq AlphaDEX® Eurozone Index vs other European indices and Morningstar’s Equity Large Cap Equity Universe, to illustrate the potential opportunities Eurozone investing may offer investors in today’s market.
BiogGregg Guerin is a Senior Product Specialist for First Trust and supports the business development across the UK and European markets. Prior to working in London, Gregg was based in Chicago and is a member of First Trust’s Institutional Team. Gregg introduces First Trust’s product range, including the patented AlphaDEX ® methodology to a wide range of investment professionals around the world.
He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market, across Europe, specifically in factor-based and thematic investing.