InvestmentEurope Personality of the Year Award 2016/17

InvestmentEurope‘s Personality of the Year Awards highlighted selector peers in Benelux, France Germany, Iberia, italy, Nordics, Switzerland and the UK.

The Awards were based on nominations gathered from fund selectors across Europe, who were asked to nominate peers they felt had done most to foster the role of the fund selector and the industry.

 

Benelux Jaap Bouma Senior Portfolio Manager Optimix Vermogensbeheer
Starting at Rabobank as a portfolio manager in 1991, he moved to meesPierson in 1999 as a senior portfolio manager/fund selector. In a similar role at Lombard Odier from 2008, then five years later at Optimix.

 

France & Overall Winner Régis Pinguet Head of Fund Selection CNP Assurances
With a career stretching back to 1978, Régis Pinguet brings a significant level of past experience to the role he has held for the past decade as head of the fund selection and analysis department of CNP Assurances – although he has been at the listed French insurer for close to 30 years. Leading a team of three overseeing fund selection affecting some €50bn in assets, his is not a role intended to support quick turnover; strategies tend to manage €500m-€3bn, while the average investment ticket is in the €200m-€300m range. As he noted to InvestmentEurope: “Those levels are very useful for us and the manager. If our control ratio stands at a too high level in a strategy, the fund will face a major risk in the event we exit it.” Selecting on behalf of insurance company assets means that solvency capital requirements tend to slip into discussions with managers, along with commitment to UN PRI, as CNP Assurances is itself a signatory.

 

Germany Michael Müller Senior Investment Analyst Berenberg (as at time of award)
Working in financial markets since 2001, he started his career at a local cooperative bank in Germany. In fund selection in the cooperative banking sector 2007-16, and as an empl9oyee in the Investment Advisory at Joh. Berenberg, Gossler & Co. KG.

 

Iberia Cristina Brizido Head of Investments Caixagest
Involved in the financial services industru for over 15 years; in portfolio management, wealth management, manager selection and alternative investments. Currently head of Investments at Caixagest, the asset manager of Caixa Geral de Depósitos Bank (CGD).

 

Italy David Bulgarelli Asset Manager & Technical Analyst BNL Gruppo BNP Paribas
Davide Bulgarelli is the technical analyst and fund selector at BNL BNP Paribas Private Banking Italy. He is the president of SIAT.org, the Italian association of technical analyst and an expert in behavioural finance.

 

Nordics Jauri Häkkä Managing Director Widhaby Advisors
The founder of Stockholm-based Widhaby Advisors, he is a Certified EFFAS Financial Analyst, Apfi board member, senior advisor to DCPLA and has more than 20 years’ experience in portfolio management, fund research and manager selection, including Nordea Asset Management in 2006-26.

 

Switzerland Mussie Kidane Global Head of Fund & Manager Selection Banque Pictet & Cie
Responsible for selecting best-in-class fund managers across all asset classes for Pictet Wealth Management globally in his current role, he is also the portfolio manager of a $1.8bn low volatility fund.

 

UK JB Beckett Author of New Fund Order, Scottish Widows and the Association of Professional Investors
A fund selector and strategist for over 16 years, he is a gatekeeper for one of the UK’s largest insurance platforms, with a portfolio of senior roles as well as a columnist and presenter on fund management and macro issues.

 

ABOUT THE AUTHOR
Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 16 years he has been based in London writing about funds and investments . From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope.

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