Pixabay CC0 Public DomainJohn Mensack, courtesy photo. Schroders' John Mensack Will Discuss EM Debt Today at the Investments & Golf Summit 2018
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
Today, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as Schroders’ John Mensack.
Emerging Market Debt
John Mensack is a Senior Investment Director – Emerging Markets for the Schroder Emerging Market Debt Relative (NY) and the Emerging Market Equity teams. On today’s event, he will discuss about opportunities in emerging Market Debt. “We believe that value exists across the emerging market debt (“EMD”) opportunity set in every market cycle and episode of structural change and can be identified through fundamental research and time-tested investment tools. It makes no sense to structurally overweight any one sub-segment of this asset class. We advocate an integrated, dynamic asset allocation approach utilizing the entire EMD opportunity set as the best way to balance risk and return and optimize exposure to this asset class.” He mentions.
Mensack is embedded within both EM teams, and serves as a client portfolio manager. He joined Schroders in 2011. Prior to joining Schroders, John was Head of Institutional Distribution at Peachtree Asset Management, an insurance-linked asset management firm. From 2004 to 2009, he was a Managing Director of Hamilton Lane Advisors, where, among other duties, he was CEO of the hedge fund of funds unit. He also was Head of Institutional Sales for Hawthorne, the nation’s largest independent multi-family office, from 2001 to 2004. Mensack was also Senior Vice President of the Nationwide/Gartmore group of companies from 1999 to 2002. From 1987 to 1999, John worked in a series of senior roles for SEI Investments, rising to Head of Non-US Marketing for the Investment Management division. His research report The Case for Long/Short Equity as a Tool in Traditional Asset Class Construction was published in The Journal of Wealth Management in Spring 2003. Mensacks holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BA in Finance/Economics (dual major) from Temple University.
For more information on the strategy contact Gonzalo Binello or Maria Elena Isaza. For more information on Funds Society’s Investments & Golf Summit 2018, follow this link.
Pixabay CC0 Public DomainPhoto: Gary C. Hampton, de MFS. MFS Investment Management's Gary C. Hampton will Discuss Multi-Asset Investing at the Investments & Golf Summit 2018
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as MFS Investment Management’s Gary C. Hampton.
Multi-Asset Investing
Gary C. Hampton, CFA, investment product specialist with MFS Investment Management will talk about how a to combine equity, bonds, and cash to meet client objectives. “Investors have frequently sold assets in markets about to rise and bought into markets about to fall, in effect allowing emotions to guide short-term decisions at the expense of longer-term investment performance. Combining stocks and bonds in a multi-asset portfolios offers investors diversification and the opportunity to achieve improved risk-adjusted performance.” He explains.
In his role at MFS, Hampton communicates investment policy, strategy and tactics, performs portfolio analysis and leads product development for several of the rm’s value and core equity strategies.
He joined MFS in 1996 and has held a number of roles during his tenure at the rm. He spent more than ten years in the rm’s retirement/DC plan division, working with plan sponsor clients on compliance and new business implementation projects. He joined the MFS Global Product team as an investment product analyst in 2007 and was appointed to his current role in 2013.
For more information on Funds Society’s Investments & Golf Summit 2018, follow this link.
Pixabay CC0 Public DomainPhoto: Robert Schumacher, de AXA IM. AXA IM's Robert Schumacher Will Talk About Dynamic High Yield at the Investments & Golf Summit 2018
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as AXA Investment Managers’ Robert Schumacher.
Dynamic High Yield
Robert Schumacher, Chief US Strategist and Client Portfolio Manager de Fixed Income at AXA Investment Managers, will discuss about dynamic high yield opportunities on the first day of the event.
“AXA IM’s U.S. Dynamic High Yield Bond fund offers a flexible exposure to the broad US high yield market and reflects the investment team’s top-down views through a tactical approach with a higher beta than our traditional core high yield strategy.” He mentions.
In his opinion, the higher risk tolerance of the strategy results in more concentrated positions in his high conviction investments. The portfolio is mostly invested in high yield cash bonds issued by companies that they believe to have solid business fundamentals and improving credit characteristics. “We aim to invest in specific credits where we believe that our credit research process creates an informational advantage and where we believe securities are mispriced. Additional alpha is targeted through the leverage provided by an overlay of single name credit default swaps (CDS) positions.”
Robert Schumacher is the Chief US Strategist and a Client Portfolio Manager for Fixed Income at AXA Investment Managers (AXA IM). He has over 30 years of industry experience in sales, trading, management and marketing across both retail and institutional asset management. His primary responsibility is to provide in-depth analysis of emerging financial and economic developments with specific orientation toward actionable investment themes within US dollar-denominated credit portfolios. Prior to joining AXA IM, he was with Van Kampen Investments, where he worked on developing investment trusts and later as the Chief Investment Strategist providing insight, perspective and solutions to the firm’s clients.
For more information on Funds Society’s Investments & Golf Summit 2018, follow this link.
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as RWC Partners’ Davide Basile.
Convertible Bonds
“Convertible Bonds offer conservative equity participation whilst providing capital preservation which we believe is ideally suited for this market environment. Characteristics such as; inherent low duration, ability to benefit from a rising volatility environment, conservative equity exposure, contained valuations and recovery of the primary market all make for a compelling investment case today. Convertible bonds tend to outperform many asset classes in times of rising rates and increased volatility, and our fund is aimed at providing long only convertible exposure preserving the asset class’ asymmetry of returns to maximise the asset class’ long-term benefits.” Says Davide, Head of the Team and lead portfolio manager for the RWC Convertible Bond strategies.
The RWC Global Convertibles Fund, since its inception, invests purely in physical convertible bonds and does not use synthetic instruments or other investments which may dilute away the core benefits of the asset class.
Davide joined RWC in January 2010 to lead the team and he brought with him a long history in convertible bonds having worked at Morgan Stanley since 2001. At Morgan Stanley Davide worked with in both the Private Wealth and Investment Management divisions, and most recently held the Head of Convertible Bonds position. Davide graduated from Imperial College London with a degree in Material Science Engineering.
For more information on Funds Society’s Investments & Golf Summit 2018, follow this link.
Pixabay CC0 Public DomainMark Holman, courtesy photo. TwentyFour's Mark Holman (of Vontobel AM) will Talk About Fixed Income at the Investments & Golf Summit 2018
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as TwentyFour’s Mark Holman.
Fixed Income
Holman, CEO and portfolio manager at TwentyFour, a Vontobel AM’s boutique, will talk about fixed income and its Strategic Income Strategy, which aims to provide an attractive level of income with an opportunity for capital growth. “The fund combines the best sources of fixed income risk from around the globe in one portfolio. It uses unconstrained, no leverage, long only bond funds, managed independent of market indices.” He explains.
The strategy may invest in, or otherwise obtain exposure to, debt instruments from the whole range of fixed income assets including investment grade bonds, high yield bonds, government bonds, asset-backed securities and other bonds as determined by TwentyFour’s view on risk and reward over time.
Mark is one of the founding partners of TwentyFour and serves as the firm’s Chief Executive Officer. He has 29 years of experience in fixed income markets gained across a variety of senior roles Asset Management and investment banking, including positions at Barclays Capital, Lehman Brothers and Morgan Stanley.
For more information about Funds Society’s Investments & Golf Summit 2018 follow this link.
Pixabay CC0 Public DomainPhoto: Mark Heslop. Columbia Threadneedle Investments' Mark Heslop Will Shed Light on Investing in Global Small Caps at the Investments & Golf Summit 2018
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as Columbia Threadneedle Investments’ Mark Heslop.
Global Small Caps
Mark Heslop joined Columbia Threadneedle Investments in 2008 as a smaller companies analyst in the European equities team. He manages the Threadneedle (Lux) Pan European Small Cap Opportunities, the Threadneedle European Smaller Companies Fund and the Threadneedle (Lux) Global Smaller Companies Fund. Before joining the company, he spent nine years as an analyst with Citi. He began his career as an accountant and consultant at PriceWaterhouseCoopers.
The Global Smaller Companies Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of Global Smaller Companies. It invests at least two thirds of its assets in shares of smaller companies worldwide, typically no bigger than the largest company included in the MSCI World Small Cap Index. The Fund invests in what the manager believes to be the most attractive smaller companies investment opportunities globally, providing access to a portfolio of well researched companies from around the globe, with country, sector and industry diversification. It gives access to an investment process with a ‘quality growth’ approach, managed by a team that have broad experience of different market conditions. “Smaller companies can be a source of long-term growth: seeking the industry leaders of tomorrow”, he states.
To learn more about the Investments & Golf Summit, follow this link.
Pixabay CC0 Public DomainCharlie Awdry, courtesy photo. Janus Henderson's Charlie Awdry will Talk About Chinese Equities at the Investments & Golf Summit in Miami
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as Janus Henderson‘s Charlie Awdry.
Chinese Equities
Charlie Awdry will talk Chinese equities on the first day of the event. He will focus on what could investors expect for the year, and where he believes best opportunities are.
Awdry is an Investment Manager for the Chinese Equities strategy, a position he has held since 2011. Charlie joined the firm as part of Henderson’s acquisition of Gartmore in 2011. He started with Gartmore in 2001. After a period of working in Hong Kong from 2005 to 2006, he returned to London and became the China fund manager at Gartmore in 2006. Charlie graduated with honours, first class from the University of Bristol with a bachelor’s degree in geography. He holds the Chartered Financial Analyst designation and has 17 years of financial industry experience and more than a decade of experience as lead manager of China equities portfolios.
For more information on the Investments & Golf Summit 2018, follow this link.
Pixabay CC0 Public DomainPhoto: Tom Mansley, investment director at GAM. GAM's Tom Mansley will discuss MBS and ABS at the Funds Society Investments & Golf Summit in Miami
On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as GAM’s Tom Mansley.
MBS and ABS
Mansley is an Investment Director specializing in the analysis and management of mortgage and asset backed securities (MBS and ABS). On the first day of the event, he will talk about how MBS may offer a differentiated fixed income proposition for investors. Given that the market is large, liquid and offers a diverse range of instruments, with securities that may be suited to virtually every stage of the economic cycle, risk/return objectives and appetites, Mansley will provide an overview of the market and discuss his team’s active management approach to this low duration strategy.
He joined GAM in June 2014 from specialist MBS and ABS manager Singleterry Mansley Asset Management, which he joined in 2008 and at which he was CIO. Prior to that, he headed the structured products division at Seix Advisors, an asset management subsidiary of SunTrust. Previously, he held a wide range of MBS-related roles including fixed income portfolio management, proprietary trading and risk management at several global and European banks such as JP Morgan and Credit Suisse First Boston.
Tom Mansley holds an MBA from Pace University, an MS in mathematics from the Courant Institute at New York University, a BS in Mathematics and Computer Science from Pace University, and is a CFA charterholder. He is based in New York.
You can register for the Investments & Golf Summit 2018 by following this link.
Pixabay CC0 Public DomainPhoto: Iberia. OneLife Presents its First Roadshow: Life Assurance Solutions for Iberian & Latam Clients
OneLife will present its 1st edition of roadshows titled “Life assurance solutions for Iberian & Latam clients” which will take place on Tuesday, March 13th in Zurich and on Wednesday March 14th, in Geneva.
For the event, OneLife has partnered with almost 20 top professionals from Portugal, Spain, Brazil, Colombia, Mexico and Peru to bring you a high-quality programme that will showcase the technical capabilities and value proposition of Luxembourg unit-linked life assurance in the Iberian & Latam markets which, as you know, offer extensive business opportunities.
Amongst the speakers there are representatives of firms such as EY, Chevez, Uria Menendez, Cuatrecasas, Anaford, Sanchez Devanny, Dentons, Posse, Herrera y Ruiz, Brigard y Urrutia, Charles Monat Associates, Eversheds Sutherland Nicea, Espanha Associados, and Carnegie.
The Zurich event will take place at the Hotel Kameha Grand Zurich. While the Geneva one at the Grand Hotel Kempinski. Both events will take place between 8:30 and 17:30.
For further information and registration, follow these links: Zurich and Geneva.
Pixabay CC0 Public DomainRitz-Carlton Cancún. LatAm's Family Offices and the Sell-Side Gather at the Latin Private Wealth Management Summit in Cancún
The Latin Private Wealth Management Summit will take place on May 3-4 at The Ritz Carlton in Cancun. The event is the premium forum that brings together solution providers with the most recognized single and multi-family offices in LATAM in a private luxurious venue, destined to explore topics and issues, create business and debate about solutions for the private wealth industry in the region.
Along with the content, there will be formal networking opportunities between investors and money managers, thanks to Marcus Evans’ “one on one” model of pre-schedule business meetings. Between the presentations and meetings, attendees can network during the coffee breaks, meals and cocktail hours!
Attendees have included:
Alfonso Carrillo, Partner, Family Office Mexico SC
Antonio Gastelum, Presidente, Antonio Gastelum Inc.
Javier Mtanous Arocha, Partner, MG Capital
The event is directed to CIO’s, VP’s, Directors, Founders and Investment Leaders from: Multi Family Offices, Single Family Offices, and/or Investment Advisors.
For more information, please contact Deborah Sacal +52 55 4170 5555 ext. 2437 or visit this link.
