The Financial and International Business Association (FIBA) and Latin American Federation of Banks (FELABAN) are back with an in-person 37th Annual CELAES Bank Security Conference on June 20-21, 2022, in Miami, Florida. The conference which brings together hundreds of banking professionals from the U.S. and Latin America will focus on sharing best practices for the region’s financial sector in banking security, offering solutions and strategies by industry experts.
Among the 20+ presenters are keynote speakers Perry Carpenter, Chief Evangelist and Strategy Officer for KnowBe4 and author of “The Security Playbook;” Peter Warmka, former CIA Senior Intelligence Officer, founder of Counterintelligence Institute and author of “Confessions of a CIA Spy: The Art of Human Hacking;” as well as Minerva L. Tantoco, first ever CTO for NYC, and current CEO of City Strategies.
David Schwartz, CEO, and President of FIBA says “we are pleased to be able to hold this conference in person once again where the biggest players and brightest minds come together to examine trends, share knowledge and discuss data, case studies, strategies, and best practices that are shaping the financial cybersecurity landscape.”
Panel topics and themes to be discussed include, the latest hacking threats, mobile and IOT security, how to protect data and privacy blockchain, and governance and risk to name a few. The conference will take place at the Trump National Doral in Miami, June 20-21, 2022. To view the agenda, and speaker bios, or to register, follow this link.
After a brief update on Asian markets, in this session we are going to do a deep dive into the merits of a GEM (Global Emerging Markets) ex China approach and its impact on portfolio allocations, along with an update on what is happening on the ground in China. Eastspring Investments’ upcoming Virtual Investment Summit on May 24 at 10am (ET) will bring these issues to the table. (To register as an attendee to this event click on this link)
After a challenging 2021, China has endured a wave of headwinds again in 2022; including ongoing fallout from its sector level regulatory crackdowns, continued stress among property developers, and most recently, city-wide lockdowns against the backdrop of the “Zero-Covid” policy.
Is China ready to hit the reset button in 2H 2022 with a major stimulus package focused on reflating the economy or should investors prepare themselves for a new, more cautious growth model emanating from China? Eastspring Investments Asia specialists Navin Hingorani, Ken Wong and Adam Matthews will examine how these results could affect the rest of Asia and emerging markets in general.
Adam Matthews, Head of Client Portfolio Managers (CPM), Eastspring Investments
Adam Matthews joined Eastspring Investments as the Head of Client Portfolio Managers (CPM) in September 2018.
Matthews is responsible for the management of the CPM team and is also the CPM for Eastspring’s Multi Asset Strategies. He works with the investment, sales, product as well as marketing teams to develop and promote clear investment messages for clients.
Prior to joining Eastspring Investments, Matthews had spent 2.5 years working on entrepreneurial ventures in financial tech and real estate. Previously, he was Head of RBC Global Asset Management in Asia where he focused on developing the institutional asset management business in Asia. Before RBC, he led the CPM team in Asia and Japan for JP Morgan Asset Management. Matthews began his career in corporate finance.
Matthews graduated from Queen’s University in Canada and holds a MSc Economics from the London School of Economics.
Navin Hingorani:
Navin Hingorani joined Eastspring Investments as Portfolio Manager in January 2011.
He is part of the Equity team and is a member of the Global Emerging Markets (GEM) focus team. He is also the back up Manager for the GEM Fundamental Value strategy.
Prior to joining Eastspring Investments, Hingorani worked as an Analyst at Bear Stearns in London. In 2003, Navin joined RMB Asset Management, focusing on US equities. In 2006, Hingorani joined the Emerging Markets team at JP Morgan Asset Management in London, focusing on the EMEA region, and was subsequently promoted to Portfolio Manager, responsible for EMEA region. Navin has 20 years of financial industry experience.
Hingorani is a CFA charterholder and holds a Bachelor of Science (Hons) from UCL in Economics and a Master of Science in European Politics & Policy from London School of Economics.
Ken Wong:
Ken Wong joined Eastspring Investments as Client Portfolio Manager in December 2012.
He is responsible for articulating the strategy, process, positioning and performances of our various equity strategies within the Greater China region. Wong is also responsible for supporting sales and marketing activity as he works closely with the portfolio managers to develop and communicate information about the investment team, process, and performance to both institutional and retail audiences.
Prior to joining Eastspring Investments, Ken held various roles including Asia Pacific ex Japan Equity Portfolio Strategist at State Street Global Advisors, Global ex Japan Equity Product Specialist at Nomura Asset Management, and Asia Pacific Sales Director at FTSE International and Investment Management Specialist at Thomson Reuters. Ken has over 17 years of investment industry experience.
Wong holds a Master of Business Administration and a Master of Science in Investment Management from the Hong Kong University of Science and Technology and a BA degree in Economics (Hons) from the University of California, San Diego.
Unexpected regulatory actions and concerns over China’s property market were just a couple of reasons for the volatile year in China; however, there are reasons for optimism in 2022. One sign is a clear easing cycle that is already developing in Beijing, which should result in stronger economic performance and improved sentiment among Chinese investors, who drive their domestic exchanges.
Please join us for an interactive discussion with Matthews Asia Investment Strategist Andy Rothman and Portfolio Manager Winnie Chwang as they discuss how last year’s experiences can help us plan for the year ahead and why we believe China’s vibrant, entrepreneurial economy remains well-positioned for dynamic growth. Topics will include:
The state of China’s economy and its economic prospects in 2022
The progress of monetary, fiscal and regulatory policy easing
Key trends and sectors that may impact growth prospects
How our investment team has traversed the regulatory environment
Why an all-share approach may provide proper exposure to the region
Speakers
Andy Rothman
Andy Rothmanis an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. Embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
Winnie Chwang
Winnie Chwangis a Portfolio Manager at Matthews Asia and manages the firm’s China Small Strategy and co-manages the China and Pacific Tiger Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.
Next Wednesday, April 6, at 10:30 am ET, there will be a new Virtual Investment Summit hosted by Funds Society titled “Looking for an Offshore Alternative Investment Option? U.S. private real estate may make a lot of sense despite what you might think.”
Kevin White, co-head of global real estate research at DWS will participate in the event along with Stella Gonazles Vigil, head of Latin America coverage at DWS.
With geopolitical and economic uncertainty in Latin America, not to mention other parts of the world, investors are increasingly looking at alternative options offshore to complement their existing portfolio. Despite what you might think about rising rates and inflation in the U.S, its property market is actually well-positioned to potentially benefit from these economic developments given its fundamental outlook and shifting market dynamic as well as historical performance under such conditions.
Kevin White – Co-head of Global Real Estate Research, DWS
Based in New York, Kevin joined DWS in 2015 with nearly two decades of real estate, economic and financial services experience. Prior to joining, Kevin served in investment strategy and research at Cole Capital and at Property & Portfolio Research (PPR). Previously, he was an economist at International Data Corporation and a tax policy officer in the Department of Finance at the Government of Canada. He earned a BA in Economics from Queen’s University, holds a MA in Economics from University of British Columbia and is a CFA Charterholder.
Stella GonazlesVigil – Latin America Coverage, DWS
Based in New York, Stella is a senior member and relationship manager for Latin America Coverage, working with different investors in the region. She joined DWS in 2012 as an investment specialist for liquidity management and prior to that worked with institutional clients at Banco de Credito del Peru – BCP. Stella earned a BA in Economics from University of Lima, a MBA from Duke University, and holders Series 7 and 63 licenses as well as CESGA – Certified Environmental Social and Governance Analyst.
John Manley – Product Specialist-Real Estate/RREEF Property Trust, DWS
John Manley is a Product Specialist for RREEF Property Trust, a real estate investment solution for investors. Prior to his current role, he was a Property Specialist for DWS’s Alternatives platform, focused on the portfolio and asset management activities of RREEF Property Trust since September 2015. Before then Mr. Manley was an Analyst with Deutsche Bank’s Private Bank Structured Lending team where he focused on credit solutions for ultra-high net worth individuals, private equity funds and family offices. Mr. Manley joined Deutsche Bank in 2013 through its Graduate Program, an intensive training and development program. He holds a B.S. in Applied Accounting and Finance from Fordham University.
Funds Society announced the launch of registration for its second annual Houston Funds Society Investment Summit.
The event, to be held on March 24th at The Woodlands Resort in the state of Texas, is aimed at offshore fund selectors and buyers from Texas and California.
Within the framework of a varied agenda, a full morning of investment talks will be held before ending the afternoon with a golf tournament and drinks in the evening.
Nick Hayes, head of sterling interest rates and credit at AXA IM; Benjamin Tingling, institutional portfolio manager at MFS; Gautam Samarth, fund manager at M&G; Bradley George, chief investment officer at Ninety One and David Norris, head of U.S. credit at TwentyFour AM, boutique of Vontobel AM, will be the speakers.
On Thursday, March 3, at 11:00 am EDT, a new Virtual Investment Summit organized by Funds Society will be held. Entitled “Improving Access to Private Markets – Semi-Liquid Private Equity Strategy”, it will be hosted by Gonzalo Binello, Head of Latin America at Schroders, with Emily Pollock, Private Asset Sales Director, as speaker.
Private assets are currently in high demand for investors and democratization of private equity is an ongoing trend that looks to bring to bring private equity down market. From trillions of dollars held in pension plans, to UHNW and mass affluent markets, untapped pots of capital are waiting to be put to use.
Schroders Capital Semi-liquid Private Equity Strategy aims to invest on an opportunistic basis in non-listed companies across a diverse set of regions, sectors and industries. The strategy will access investment opportunities predominantly through co-investments and secondaries.
Gonzalo Binello, Head of Latin America & Intermediary International Business at Schroders
Binello was appointed to his role in July 2019. He is a member of the North America Management Committee and of the South America Management Committee. He has held a number of leadership roles with Schroders since 2003, including Head of Intermediary International Business in the US from February 2015 until June 2019, where he was responsible for the development of the intermediary business in the Americas.
From February 2013 to February 2015, he was a Global Director of Global Accounts based in London, with oversight of Schroders’ key accounts and global business opportunities. Between 2009 and 2013, he was Head of Distribution Latin America and Central America (ex -Brazil), with responsibility over the South America (ex Brazil) and Central America institutional and intermediary businesses. During this time, he was also Board Director of the Chile Office.
He joined Schroders in August 2003 to launch and develop the Latin America (ex Brazil) institutional and intermediary businesses. Prior to that, he worked as Sales Director at Reuters (2002 to 2003) covering Argentina, Chile, Uruguay and Peru; and as a Private Equity Investment Analyst at the Exxel Group (1999 to 2002). Binello earned both his Bachelor of Science and Master’s degrees from the Torcuato Di Tella University in Argentina.
Emily Pollock, Solutions Director for Schroders Capital
From her role, Pollock works with clients to build customised private asset portfolios and multi-private asset products. She joined Schroders in 2018, having previously worked in the New York Office on the Schroder Adveq Opportunity team, where she covered small market buyout and distressed investments.
Prior to this, Pollock was the senior member of the investment team for 50 South Capital based in London. In her role, she managed the European Investment portfolio, co-led efforts in Infrastructure and private debt globally, and assisted in portfolio construction and fundraising.
Pollock started her career in 2005 at Northern Trust, in Chicago, where she sourced, led and monitored buyout, growth and venture capital primary, secondary and co-investments in the US.
Next Tuesday, February 1, at 10:30 am EDT, Funds Society will host a new Virtual Investment Summit entitled “What Is the Next for the U.S. Equity Market by 2022?”.
Jerónimo Nin, Head of Trading and Investments at Nobilis, will present this event, which will feature speakers David Bianco, CFA, Chief Investment Officer-Americas at DWS, and Jesús Martín-del-Burgo, Head of Coverage-Latin America at DWS.
U.S. equity investors have much to digest heading into 2022 around “transitory” inflation, the speed of monetary policy changes, variants, and corporate earnings. How do all these data points then come together to present a picture of the stock market for the year ahead? This VIS will address these issues.
You can register at this link to attend the virtual event.
Host
Jerónimo Nin, Head of Trading and Investments at Nobilis has more than 15 years of experience in financial markets. He holds a degree in Economics from the Universidad de la República and is CFA charterholder. He has been an investment manager at Nobilis since the company’s inception, where he is responsible for supervising the model portfolios and managing two Fund of Funds in Uruguay, with AUM above 220 million dollars.
Nin was Chief Investment Officer of Integration at AFAP. He has extensive experience in active portfolio management and investment decision making. In addition, he worked at BEVSA and has given several lectures locally and internationally on investment decision making in the securities markets and the pension system.
Speakers
David Bianco, Chief Investment Officer-Americas at DWS has more than two decades of investment experience, having rejoined DWS in 2012 in his current role. Prior to that he was Chief U.S. Equity Strategist at Deutsche Bank and, before rejoining, at BofA Merrill Lynch and at UBS. Prior to being chief strategist, Bianco served as the Valuation & Accounting Strategist at UBS, a Quantitative Strategist at Deutsche Bank and an industry equity analyst at firms such as Deutsche Bank, Credit Suisse and at NatWest Markets. He earned a BS in Economics from The Wharton School, University of Pennsylvania and is a CFA Charterholder.
Jesús Martín-del-Burgo, Head of Coverage-Latin America at DWS, joined DWS in 2006 with 7 years of industry experience. Prior to his current role, he was Head of Sales for Chile and Peru and before that, he served as Head of Product Management for Iberia and Latin America and as a Risk Manager for DWS Investments in Madrid. Before joining, he worked as a Senior Investment Consultant for Insurance Companies and in Equity Sales at various institutions. Additionally, Martín-del-Burgo served as Academic Co-Director and Lecturer at Instituto de Estudios Bursátiles (IEB) from 2007 to 2011. He earned a BA in Business Administration from Universidad Autónoma de Madrid; Master’s Degree in Portfolio Management and MBA in Banking and Finance from Instituto de Estudios Bursátiles.
FIBA’s 2022 AML Compliance Conference is back in person! The premier Anti-Money Laundering Compliance Conference, will take place between February 28th and March 2nd, 2022 in Miami.
Over 1,500 participants, from over 300 financial institutions, will hear from regulators, law enforcement and industry experts in a 3-day information exchange and collaboration event.
In an environment in which the increase in regulations and sanctions has forced banks to assume many roles: investigator, regulator and tax authority, topics will include: the advances and challenges in identifying money laundering practices, where we stand regarding to AMLA 2020, the evolution of OFAC sanctions, the Pandora, Panama and Paradise Papers and their impact on bank secrecy, section 6308, the fight against corruption, the world of cryptocurrencies, technological advances, and banking marijuana related businesses, among others.
This event provides a valuable platform for all players in the banking industry and regulators to jointly discuss industry challenges and explore existing or emerging ways in the fight against money laundering.
The 90+ speakers include Sergio Alvarez-Mena from Charles Schwab, Ivan Garces of Kaufman Rossin, Jeff Horowitz from BitGo, Jim Richards from RegTech Consulting, David Schwartz from FIBA, Robert Targ from Diaz Reus International Law firm, Giorgio Trettenero Castro from FELABAN, Daniel Wager from LexisNexis, iand Rani Hong, one of the world’s leading voices in the fight against modern-day slavery.
Together, they will look to explain how all these new rules and regulations work, and what it means for banks in the US and its customers, as well as for banks in LATAM and the Caribbean.
With more than 35 exhibitors, participants will also be able to learn about the latest trends, products, and strategies to meet the new regulatory environment, leaving with new connections, new ideas for current and future projects, as well as CE credits.
In addition, golf lovers will be able to participate in the first FIBA AML compliance golf tournament, which will take place on February 27, 2022.
Composed of representatives from Brazil, Mexico, Chile, Colombia and Peru, the CAIA Association prepares the launch of its 32nd Global Chapter: CAIA LatAm, which will work to provide opportunities for local CAIA members to network, share knowledge and create a environment that encourages the growth of the local alternative investment industry.
The chapter will also host educational events with opinion leaders, who will discuss a variety of trends and alternative investment strategies.
As Daniel Mueller, CAIA, director of the LatAm Chapter, commented to the Funds Society, “we decided to launch this chapter because of the great interest of CAIA Latin American Charterholders in having a local community that serves the needs of the local industry and allows continuous growth. The needs are multiple; to improve the education of alternative assets, to bring the best global practices to the local Latin American industry, and to have a community that encourages networking and career development.”
The official launch will take place on November 30, 2021 with a hybrid event via zoom, from Santiago de Chile.
Join CAIA Association Executive Director Bill Kelly, CAIA Executive Vice President John Bowman, and the LatAm Chapter Committee for this special launch event as they outline their mission and plans for 2022!
Next Thursday, November 18, at 11:00 am EDT, at a new Virtual Investment Summit organized by Funds Society and entitled “Investment opportunities in Asia: China and beyond“, Jorge Corro, Head of US Offshore, along with his colleagues Kiran Nandra, Head of Emerging Equity Management and Senior Client Portfolio Manager, and Qian Zhang, Senior Client Portfolio Manager in the Emerging and Greater China Corporate Debt team, will talk about the opportunities and challenges for investors interested in Asia
For the first time since the 1980s, the return on a 50/50 global portfolio is below the expected inflation rate. Consequently, global investors will have to diversify into new asset classes, markets and topics like they have never done before. Higher returns, lower inflation, higher growth and cheap currencies are, in Pictet Asset Management’s opinion, a convincing argument for emerging Asian assets.
The panelists at this Virtual Investment Summit will also discuss how recent events in China are affecting the region and the growing influence of the area on the world stage, bringing the world’s economic center of gravity constantly to the East.
Kiran Nandra, Head of Emerging Equities Management, Emerging Equities
Kiran Nandra joined Pictet Asset Management in 2016. She is the Head of EM Equities Management and Senior Client Portfolio Manager for the Emerging Equities team.
Previously, Kiran worked at Wellington Management where she was most recently a Portfolio Specialist.
She joined Wellington in 2003 in a Relationship Management role before becoming a Research Analyst covering European and Latin American banks.
Kiran graduated from University College London with an LLB (Honours) degree in Law and is currently enrolled at The University of Chicago Booth School of Business.
Qian Zhang, Senior Client Portfolio Manager, Emerging Corporate and Greater China Debt
Qian Zhang joined Pictet Asset Management in 2019. She is a Senior Client Portfolio Manager for the Fixed Income Emerging Market Corporate and Greater China Debt team.
Before joining Pictet, she was a client portfolio manager in J.P.Morgan Asset Management Global Fixed Income team and Emerging Markets Debt team, based in both London and Hong Kong. Prior to JPMorgan, Qian worked for Merrill Lynch in Tokyo where she focused on Interest Rate Derivatives.
Qian obtained a B.A. in Economics and Statistics from Peking University, Beijing, China and an M.Sc. in Mathematical Risk Management from Georgia State University, U.S. Qian is a Chartered Financial Analyst (CFA) charterholder
