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Frank Meijer - Kames
NameFrank Meijer
Job titleHead of European ABS and Mortgages Team, Aegon Asset Management
CompanyKames Capital
TitleThe ABC of ABS
ContentMany investors have extensive allocations to government and corporate bonds. However as spreads have continued to tighten and yields fallen, some have begun to diversify into consumer credit, an attractive sub-sector of the global fixed income market, which we believe offers a unique opportunity.
Asset-Backed Securities (ABS) offer exposure to a diverse range of collateral secured by, for example, mortgages, automobile loans and credit card receivables. In this session Frank Meijer, Head of European ABS and Mortgages at Aegon Asset Management, will discuss the opportunities offered by ABS, including:
• Attractive yields
• Diversification of risk
• Inflation protection
Kames Capital’s sister company Aegon Asset Management has a dedicated team of 16 ABS professionals, which manages €18bn globally, €5bn of which is in European ABS.
BiogFrank joined Aegon Asset Management in 2005 and is now head of the European ABS and Mortgages Team. He is also a member of the Asset Liability Committee of Aegon Bank and a permanent guest lecturer at the Amsterdam VU University. Prior to his current role, he was also responsible for the Quant Group and has set up the Structured Credit Desk. Before joining Aegon Asset Management, Frank worked at ABN AMRO in the Credit Risk Modelling & Product department. Frank holds an MSc
Soo Nam - Columbia Threadneedle
NameSoo Nam
Job titleHead of Asian Equities
CompanyColumbia Threadneedle Investments
TitleEngaging Asia’s Quality Growth Transformation Using a Contrarian Investment Approach
ContentThe huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth. Xi’s ambitious ‘One Belt One Road’ initiative at geo-economic integration also means the rest of Asia will rise with it, especially given the complementarity of strengths in the region. Soo Nam, Head of Asian Equities at Columbia Threadneedle, is optimistic that a new cycle of quality growth has already begun - the pace will be moderately high yet sustainable, leading to a robust environment for corporate profits to grow steadily. He believes that this sets the stage for a multi-year equity rally, and is excited to share an investment approach which he has honed for the past 22 years engaging Asia Pacific ex Japan markets.
BiogSoo is Head of Asian equities at Columbia Threadneedle Investments, based in Singapore. He is responsible for building the investment process in Singapore and expanding our offering for Asian investors. Currently he supports the team on research for stocks listed in Hong Kong and China. Soo joined one of the Columbia Threadneedle Investments firms in 2013 and has extensive experience in the industry. Previously, he was chief investment officer at Nikko Asset Management. Prior to that, he was chief investment officer at Mirae Asset Global Investment Management and a fund manager at Schroder Investment Management. He has been a member of the investment community since 1995.
maylingwee HK luncheon
NameMay Ling Wee
Job titleInvestment Manager
CompanyJanus Henderson Investors
TitleJanus Henderson China Equities: Opportunities for profit growth
ContentThe Chinese economy has experienced a nice cyclical recovery since 2016. Chinese equities have led in Asia and are beginning to outperform some other markets, supported by strong corporate earnings growth and cash-flows. Janus Henderson’s China Opportunities Fund is about the micro with stock selection the key driver of performance. We will share our thoughts on the investment case for China and the opportunities for profit growth in 2018 and beyond.
BiogMay Ling Wee is an Investment Manager at Janus Henderson Investors, a position she has held since joining Henderson in 2015. Previously, May Ling was a portfolio manager at Lloyd George Management in Hong Kong, managing Greater China and Hong Kong equities. Prior to that, she was an investment analyst at Deutsche Bank, Hong Kong. She began her investment career as a research analyst in Dresdner Kleinwort Wasserstein Securities, Singapore and subsequently Hong Kong.

May Ling holds a B Com (economics and finance) from the University of New South Wales, Sydney. She holds the Chartered Financial Analyst designation and has 20 years of financial industry experience.
James Lass - Schroders
NameJames Lass
Job titleFund Manager, Schroder UK Real Estate Fund
TitleUK Commercial Real Estate: where, what, how
ContentThanks to its scale, liquidity and transparency, the UK real estate market continues to be the first destination for those looking to invest in global commercial real estate. Beyond the premia of Central London trophy assets, the UK market continues to offer interesting value and growth potential. James will discuss current opportunities offered by the market, highlighting:
- The importance of ‘winning’ locations to superior rental growth and long-term values
- The way mega trends of urbanisation, technology and demographic change are shaping the demand for, and location of, all types of real estate
- The importance of active management to maximising income and value
BiogJames is Fund Manager for the Schroder UK Real Estate Fund. He is responsible for delivering the Fund’s strategy and business plans of each individual investment. He joined Schroders in 2006 as a transactions manager before moving to head of business space investment where he was responsible for the management and strategy of the fund’s office, industrial and development real estate portfolio. Prior to joining Schroders, James held positions at Savills in West End real estate investment and Allsop in national investment. James is a member of Royal Institution of Chartered Surveyors and British Council of Offices.