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Mirae Asset - Rahul Chadha
NameRahul Chadha
Job titleCIO and PM
CompanyMirae Asset Global Investments
TitleAsia Opportunities on the Back of Current Sentiment
ContentMomentum driven investing essentially made Asia a darling of investors in 2017 and then in a dramatic U turn, the whipping boy in 2018. A mild cyclical consumption slowdown in Asian markets has been exacerbated by extreme dollar strength and escalation in trade war rhetoric.

In the absence of widespread signs of financial distress or significant systemic layoffs, we believe that the current slowdown is likely to be a shallow one – thereby creating attractive investment opportunities in coming year for disciplined long term investors.
BiogAs CIO of Mirae Asset Global Investments (HK), Rahul oversees the Investment Unit. He is a member of the Investment Committee and plays a key role in the development of investment policies, processes and key investment decisions.

Rahul joined Mirae Asset as an Analyst in April 2006 and was soon promoted to manage the firm’s India funds followed by the Asia funds in 2010.

Rahul began his financial career in 1999 as an Analyst with Dundee Mutual Funds covering India equities. He joined Aviva Life Insurance as a Senior Equity Analyst in 2003. He worked for Standard Chartered Mutual Funds as a Senior Equity Analyst before joining Mirae Asset.

He holds a degree in Master of Finance and Control, a postgraduate program with specialization in Finance and a Bachelor of Business Studies, an undergraduate management program with Marketing specialization, both from the University of Delhi. He speaks English and Hindi.
Artisan - Chip Ridley
NameChip Ridley
Job titleManaging Director, Business Leader for the Artisan Partners Growth Team
CompanyArtisan Partners
TitleStock Follow Profits; The Artisan Partners Growth Team
ContentThe Artisan Partners Growth Team believe that stocks follow profits. The team seeks high-quality franchises trading at a reasonable discount to their value as a private company and utilise a unique approach to confidence weighting the portfolios. The team have a strong preference for investments in areas of the global economy with a tendency toward disruption and innovation. The Growth team’s strategies offer clients high active share and a strong focus on absolute return.
BiogChip Ridley, CFA, is a managing director of Artisan Partners and the business leader for the firm’s Growth team. Prior to joining Artisan Partners in June 2006, Mr. Ridley was a director of business development and consultant relations for Grantham Mayo Van Otterloo & Co. LLC, where he managed the institutional marketing efforts for western North America and served as product manager for the Emerging Markets strategy. Before that, he was a corporate vice president and principal at Montgomery Asset Management. Mr. Ridley also spent nine years as an aviator in the United States Navy, where he flew and instructed in various types of fighter aircraft. Mr. Ridley holds a bachelor’s degree in economics and history from Duke University and a master’s degree in business administration from Mississippi State University.
J O Hambro Capital Management - Giorgio Caputo
NameGiorgio Caputo
Job titleSenior Fund Manager and Team Head
CompanyJ O Hambro Capital Management
TitleA bottom-up, value approach to building income
ContentA Bottom-up, Value Approach to Multi-Asset Investing Giorgio Caputo team head of the recently launched JOHCM Global Income Builder Fund will discuss how investors can benefit from a bottom-up, value-oriented approach to multi-asset investing. With emphasis on downside protection and sustainable income generation, the strategy seeks to maintain a diversified portfolio of equity and debt securities that are attractive from both a valuation and business persistence perspective. Driven by individual investment opportunities, asset allocation is benchmark-unaware and broadly flexible across asset class, market capitalization and geography. The managers view the fund as a “Total Return” solution that balances current income with the preservation and long-term growth of capital.
Biog21 years' industry experience, joined JOHCM in Aug 2017.

Giorgio is a Senior Fund Manager and Head of JOHCM's Multi-Asset team. He was most recently employed as Portfolio Manager and Senior Analyst by First Eagle Investment Management. Giorgio joined First Eagle in September 2009 as a Research Analyst and member of the firm’s Global Value Team. He was co-portfolio manager of the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund from each fund’s inception until July 2016. Prior to First Eagle, Giorgio was a Managing Director and Industry Generalist Investment Analyst at JANA Partners LLC, a value and event-driven hedge fund, and an Investment Banking Associate at Credit Suisse First Boston. Before graduate school, he was a Quantitative Analyst and the Interest Rate Trader for the Equity Derivatives Group at Lehman Brothers. He has a BS in Operations Research, with minors in German Literature, Italian Literature and Applied and Computational Mathematics, from Princeton University, as well as an MBA in Finance with Honors from Columbia Business School. Giorgio is fluent in German and Italian.
Aviva Investors - Joubeen Hurren
NameJoubeen Hurren
Job titleSenior Portfolio Manager AIMS Fixed Income
CompanyAviva Investors
TitleAviva Investors Multi Strategy Fixed Income: Embedding Resilience into fixed income Portfolios
ContentFalling inflation and interest rates over the last 40 years created a tailwind for fixed income returns which we do not expect to be repeated over the next 5 to 10 years. Investors are being forced to take more and more interest rate and credit risk to secure ever diminishing returns from fixed income.

The Aviva Investors Multi-Strategy (AIMS) Fixed Income strategy can help to address the current challenges faced by fixed income investors and how our strategy aims to deliver enhanced returns over cash with lower volatility than global fixed income with a low correlation to traditional fixed income asset classes.
BiogJoubeen is a co-manager of the AIMS Fixed Income portfolio. Joubeen is a permanent member of the Strategic Investment Group ('SIG'), where all investment ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated.
Jupiter Asset Management - Ivan Kralj
NameIvan Kralj
Job titleAssistant Fund Manager
CompanyJupiter Asset Management
TitleExceptional times, exceptional measures?
ContentWe seem to be living in exceptional times for financial markets; since the financial crisis, most asset classes have performed very strongly and valuations now stand at very elevated levels. As a result, during the past decade short sellers have had a miserable time. However, things may be changing.. Markets are showing signs of nervousness, volatility is rising and short sellers sense an opportunity. When the inevitable correction does come, it could be severe, so investors should start preparing by seeking negatively correlated strategies. In this presentation, Ivan will explain how Jupiter's global equity long short strategy can assist investors in an environment of all mainstream asset classes falling in step.
BiogIvan joined Jupiter in 2014 and is currently an Assistant Fund Manager in the Absolute Return team. Before joining Jupiter, Ivan was a Trainee Investment Manager at Scottish Widows Investment Partnership. There he worked on the global equities team as the interim manager of SWIP’s real estate equity funds and was also actively involved in the management of a UK long short fund and a global financials fund. Ivan also held research responsibilities, covering the global financials and real estate sectors. Ivan has a BA in Economics from the University of Trieste, an MSc in Finance from Heriot-Watt University, and is also a CFA® charterholder.