SPEAKERS

CHAIRMAN

AGENDA

Registration and morning coffee
08:30  to  09:00 v Foyer
Welcome and market intelligence
09:00  to  09:20 v Óbidos A+B
Speaker:
Dylan Emery. Chairman.
Seminar session 1 - Allianz Global Investors
09:25  to  09:45 v Óbidos A+B

Artificial Intelligence: the future is now

Artificial Intelligence: the future is now

Artificial Intelligence is already here, making people’s life easier. It's likely to be the largest driver of innovation and disruption across every industry group for decades to come. The Allianz Global Artificial Intelligence is the first fund in Europe focused solely on capturing all the potential that this area has to offer.

Speaker:
Johannes Jacobi. Product specialist. Allianz Global Investors.
Seminar session 2 - Old Mutual Global Investors
09:50  to  10:10 v Óbidos A+B

In sentiment-driven markets, a dynamic, robust process is vital

In sentiment-driven markets, a dynamic, robust process is vital

Markets can be strongly driven by sentiment, and so it is all the more important to have an investment process that is both dynamic and robust. Flexibility in investment style is vital in changing market environments. Amadeo Alentorn will give his insight into the current state of equity markets, and make the case for a diversified approach that seeks to avoid the pitfalls of traditional investing

Speaker:
Amadeo Alentorn. Head of research, global equities. Old Mutual Global Investors.
Seminar session 3 - Jupiter Asset Management
10:15  to  10:35 v Óbidos A+B

Making money from European equities in a late stage bull market

Making money from European equities in a late stage bull market

Equity market valuations are at, or close to, all-time highs while market volatility is extremely low. This condition normally precede an equity market correction. So it is understandable why some investors are making preparations for a market correction and change in market regime. Magnus Spence will explain how Jupiter’s European equity long short team can help investors position client portfolios for a new, more challenging, equity market environment. The team has a long and strong track record of managing risk benefit from stock price appreciation in specific situations while mitigating against general market drawdowns.

Speaker:
Magnus Spence. Head of investments. Jupiter Asset Management.
Coffee break
10:35  to  10:55 v Foyer
Market intelligence
11:00  to  11:10 v Óbidos A+B
Speaker:
Dylan Emery. Chairman.
Seminar session 4 - BMO Global Asset Management
11:15  to  11:35 v Óbidos A+B

Exploiting the Emerging Markets opportunity: the long view

Exploiting the Emerging Markets opportunity: the long view

With 80% of the world’s population, 60% of global GDP but only 10% of global market cap, the emerging market opportunity is significant. However, exploiting this potential is challenging given the elevated risks. We will discuss why aligning one’s time horizon with the opportunity set (5 to 10 years) is critical to success, while also discussing the attributes of those companies that have been able to consistently deliver results.

Speaker:
Christopher Darling. Portfolio manager. LGM Investments - a BMO Global Asset Management company.
Seminar session 5 - T. Rowe Price
11:40  to  12:00 v Óbidos A+B

The role of fixed income today

The role of fixed income today

Fixed income is often used for its predictable dividend qualities, but what about its ability to stabilize returns at times of stress? During this session, Stephane Fertat, global fixed income portfolio specialist at T. Rowe Price, will review how a global fixed income portfolio can be structured to play a role of diversifier within a global asset allocation approach.

Speaker:
Stephane Fertat. Fixed income investment specialist. T. Rowe Price.
Panel debate
12:05  to  12:30 v Óbidos A+B
Speakers:
Johannes Jacobi. Product specialist. Allianz Global Investors.
Christopher Darling. Portfolio manager. LGM Investments - a BMO Global Asset Management company.
Magnus Spence. Head of investments. Jupiter Asset Management.
Amadeo Alentorn. Head of research, global equities. Old Mutual Global Investors.
Stephane Fertat. Fixed income investment specialist. T. Rowe Price.
Dylan Emery. Chairman.
Lunch
12:30  to  13:30 v Foyer