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BERN • 7 - 8 JUNE 2018

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Peters Markus - AllianceBernstein
NameMarkus Peters
Job titleSenior Portfolio Manager—Fixed Income
CompanyAllianceBernstein
TitleUS Mortgage-Backed Securities: Lessons from the past, and current (mostly overlooked) investment opportunities
ContentMany investors still get the shivers today when conversations turn to the US housing market and its mortgage-backed securitisations. The bad memories about the financial market earthquake in 2007/08 whose epicentre was the US housing market bubble, have not been shaken off. Since these tumultuous days of crisis, AllianceBernstein has been a partner of the US Treasury Department as part of the Public-Private Investment Program and a vigilant as well as strategic investor in the US mortgage-backed securities market. Markus Peters discusses how the US mortgage-backed securities market has evolved since the financial crisis. He also calls on investors to take up a similar stance on US mortgage-backed securities as on bank debt or emerging market bonds to consider giving this market a second chance.
BiogMarkus Peters joined AB in 2014 as a Senior Portfolio Manager for Fixed Income. In his client-facing role, he represents the market views and investment strategies of the firm’s Fixed Income portfolio-management team. Peters previously served in a similar role on the fixed-income team at M&G Investments. He holds an MA in communications, psychology and sociology from RWTH Aachen University and an MSc in politics and government in the European Union from the London School of Economics. Location: London
Garland Hansmann - Investec
NameGarland Hansmann
Job titlePortfolio Manager
CompanyInvestec Asset Management
TitleA flexible and dynamic approach to global credit investing
ContentThe Investec Global Total Return Credit Fund seeks to create a high yielding yet comparatively defensive global credit portfolio built from the bottom-up. During the presentation Garland Hansmann, will discuss how we apply our multi-asset approach to investing across the complex credit spectrum. We believe an unconstrained, benchmark agnostic and total return driven approach to global credit markets results in an attractive opportunity in a low growth, low return world. The Fund is dynamically managed, adapting to evolving market conditions, risk premia and liquidity. Garland will also provide an overview of the portfolio showing that we are currently positioned.
BiogGarland is responsible for High Yield and Investment Grade Credit funds and is co-Portfolio Manager on the Investec Global Total Return Credit Fund. He joined the firm in 2015 and has over 18 year’s investment experience.

Prior to this he was head of high yield at Intermediate Capital Group, where he was also a member of the investment committee for their senior secured loans, high yield bond and direct lending funds. He also worked at Credit Suisse Asset Management where he was head of European credit research, as well as lead portfolio manager for European high Yield and co-manager for global high yield strategies. Garland established the Investment Grade Corporate Bond Strategy for Delbruck Asset Management, and was a fixed income portfolio manager at Dresdner Bank.

Garland holds a Finance and Capital Markets degree (Diplombetriebswirt) from the Hochschule fuer Bankwirtschaft University in Frankfurt, and is also a CFA Charterholder.
Sorin Pirău - Danske Invest
NameSorin Pirău
Job titlePortfolio Manager / Economist Emerging Markets Debt Hard Currency
CompanyDanske Invest
TitleAll that glitters is not gold: uncovering alpha in EMD HC
ContentOver the last 20 years, Emerging Markets Hard Currency Debt (EMD HC) has been one of the best performing asset classes but recently, there has been a growing scepticism about the cyclical and the secular outlook for this asset class.
However, the EMD HC universe is very diverse, spanning more than 70 investable countries each representing specific challenges and opportunities. How should investors manoeuvre in such a complex landscape?
Danske Bank has developed a well-structured and systematic approach to solving the problem. The cornerstone is a proprietary model setup comprising of 1) a quantitative, forward-looking and dynamic country rating model coupled with a qualitative overlay that takes key non-quantifiable drivers of country risk into account; and 2) a model that converts proprietary country ratings to fair credit spreads to identify buy and sell candidates.
BiogSorin is an economist in the Emerging Markets Debt Hard Currency (EMD HC) team at Danske Bank Asset Management. He is responsible for overall macro research and the development of quantitative models.
After completing his university studies in his native Romania, Sorin moved to Denmark to pursue his interest in macroeconomics and obtained an M.Sc. degree in Economics from the University of Copenhagen. During his studies, he joined Danske Bank Asset Management as part of the Macro and Tactical Asset Allocation team, before moving to his current role when the new EMD HC team was established.
Sorin is a CFA charterholder
Gregg Guerin - First Trust
NameGregg Guerin
Job titleSenior Product Specialist
CompanyFirst Trust Global Portfolios
TitleAlphaDEX® Select Opportunities in the Eurozone: Value and Growth
ContentNo matter the point in the cycle, the AlphaDEX® methodology scours the European markets looking for the best value and growth stocks. Relying on AlphaDEX®’s time-tested methodology, First Trust will detail the potential opportunities available in today's market. We will also highlight a detailed review of the performance and attribution of EU stock market returns this year.
BiogGregg Guerin is the Senior Product Specialist for First Trust Global Portfolios. Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets.
Chris Gannatti-WisdomTree
NameChristopher Gannatti
Job titleHead of Research, Europe
CompanyWisdomTree
TitleMarket Views from WisdomTree
ContentWisdomTree is a leading Asset Manager in the fundamentally weighted ETF space. We will give an overview of the strategies that we consider as interesting in the current market environment.
In an investment environment with higher interest rates, we see a good opportunity in strategies focusing on growth and quality factors. Our Quality Dividend Growth approach offers different solutions with exposure to US, Eurozone and Global equities.
WisdomTree also came out with several strategies on Japan with a flagship product on a currency hedged strategy focused on export-oriented companies. With the recent economic conditions in Japan and the movements of the yen, we will discuss different options how to be positioned on this market.
As a last point, we will present markets where we see a good opportunity and we plan to enter as the CoCo bond market and option based strategies.
BiogChristopher Gannatti began at WisdomTree as a research analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to associate director of research where he was responsible to lead different groups of analysts and strategists within the broader research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he will be based out of WisdomTree’s London office and will be responsible for the full WisdomTree research effort within the European market as well as supporting the UCITs platform globally. Christopher came to WisdomTree from Lord Abbett, where he worked for four and a half years as a Regional Consultant. He received his MBA in Quantitative Finance, Accounting, and Economics from NYU’s Stern School of Business in 2010, and he received his bachelor’s degree from Colgate University in Economics in 2006. Christopher is a holder of the Chartered Financial Analyst designation.
Mark Peden - Kames Capital
NameMark Peden
Job titleInvestment manager
CompanyKames Capital
TitleGenerating alpha beyond traditional income stocks
ContentIncome investing has attracted significant attention in recent times as an opportunity which can provide some defence against market volatility but also potential for capital growth. Mark Peden, co-manager of the Kames Global Equity Income Fund, discusses the importance of dividend income and dividend growth as key drivers of long-term total returns for equity investors. Mark also explains why detailed analysis of companies is essential to avoid damaging dividend cuts and identify potential positive dividend surprises.
BiogMark Peden is the architect of our global equity income strategy and has been the lead manager of the Kames Global Equity Income Strategy since its inception in 2011. European equities are his main area of research expertise where he has been analysing companies since joining the firm in 1992. Over his tenure Mark has held a number of positions and managed a range of both International and European equity funds. He graduated from the University of York and the University of California (Santa Barbara) with a BSc honours degree in Economics with Politics. He a CFA charterholder and is also an Associate member of the UK Society of Investment Professionals (ASIP). He has 26 years ’industry experience.
Chris Taylor - Neptune Investment Management
NameChris Taylor
Job titleInvestment Director, Head of Research
CompanyNeptune Investment Management
TitleWhy Japan, why now?
ContentChris Taylor, Head of Japanese Equities, will discuss why Japan remains a true value market with unexpectedly strong earnings growth highlighting just how undervalued Japanese shares are. Chris will also discuss why we believe recent negative sentiment will trigger renewed yen weakness and will help underwrite a multi-year recovery in Japanese corporate profits.
BiogChris joined Neptune Investment Management as Head of Research and Japanese Equities in June 2004. Prior to joining Neptune, Chris worked at Fuji Investment Management, where he progressed to Managing Director during his fifteen year tenure. He graduated from Oxford University with a BA in Physiological Sciences and The City University Business School with an MBA in Finance and has over 35 years’ investment experience.
Chris Ford - Smith & Williamson
NameChris Ford
Job titlePartner
CompanySmith & Williamson
TitleAI: understanding a transformational investment opportunity
ContentChris Ford will outline the secular growth opportunity presented by Artificial Intelligence (AI) and how AI is likely to impact a broad range of global industries and sectors. AI is sometimes associated with factory automation and robotics, but the applications of AI go way beyond intelligent robots, with areas such as healthcare, financials and the consumer sectors all likely to be affected.
Chris will explain how he uses embedded AI (via Orbit, a provider of AI platforms) within the Fund’s investment process in order to conduct 24/7 stock-level research within his investable universe.
He will also explain how he is able to achieve genuine depth and breadth of AI exposure, by investing on a globally unconstrained basis, with finding the best AI opportunities his only objective.
BiogChris is manager of the Smith & Williamson Artificial Intelligence Fund, alongside Tim Day. Chris joined Smith & Williamson in May 2015 to manage the Smith & Williamson North American Equity Fund and Smith & Williamson Mid Ocean World Investment Fund. Chris joined from Pictet Asset Management where he managed Global and US equities. Prior to this he managed US equities at Schroders and US and technology equities at Aegon Asset Management. Chris graduated from the University of Nottingham with a BA (Hons) in Music, a MMus from the University of Glasgow and an MBA from the University of Edinburgh. Chris also holds the IMC.