24th November 2022 - Hotel Carlton

Conference chair:

Welcome

Evenco International is gathering Spain’s most influential fund selectors for the Evenco International Fund Forum Bilbao in association with Bloomberg, where international asset managers will present their latest investment strategies in global and emerging markets across equities, fixed income & private markets.

We are delighted to invite you to this exclusive conference at the Hotel Carlton to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions. With in depth discussions, presentations, debates and networking opportunities in store, our Bilbao Fund Forum will bring valuable insights, as well as the latest and most sophisticated investment strategies in the asset management industry.

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AGENDA

Click each sponsor logo to view their presentation

09.00 - 09.20

OPENING REMARKS

LAURENT DOUILLET

European Equity Strategy,
Bloomberg Intelligence

Laurent Douillet is an equity strategist for Bloomberg Intelligence specializing in the European equity markets.

Based in Paris, Laurent has 26 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.

Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.

11.20 - 11.55

FUND SELECTOR PANEL DEBATE

Getting Ready for a Profits Recession

Anish Butani

Senior Director - Infrastructure,
BFinance

Anish is a Senior Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating ~$10bn to the infrastructure asset class. Prior to joining bfinance, Anish gained over ten years’ experience as a corporate financier, advising on mergers and acquisitions, financings and valuations of assets in the infrastructure asset class primarily at KPMG in London and latterly at John Laing Group plc, the international developer of infrastructure projects, where he was responsible for leading and shaping divestment processes of their infrastructure project portfolio during 2016/17. Under Anish’s leadership, bfinance was recognised in 2019 & 2020 by Infrastructure Journal as ‘Best Investment Consultancy’ as recognised by leading market participants in the asset class.

Christophe van Eysendyck

Wealth Advisor,
Accuro Wealth Advisors

Christophe van Eysendyck is a Wealth Advisor and Sustainability analyst at Accuro Wealth Managers. Accuro is an Antwerp based Advisory boutique managing 800 mio€ for private clients. Every portfolio is tailored to our clients needs, with a focus on listed equities. We go the extra mile for our clients and are actual long term investors.

JOEL ETZLER

Portfolio Manager,
Coeli Energy Transition

Joel is founder and portfolio manager of Coeli Energy Transition – a market neutral energy equity fund- since 2019. Before he run a similar strategy at Horizon Asset Limited in London. He started his career as research analyst of semiconductor and software/IT sectors at Swedbank Robur. Joel holds a Master of Science (M.Sc.), Electrical engineering & physics at at KTH Royal Institute of Technology.

STEFAN BUND

Partner,
SDG Investments

Stefan Bund is Partner at SDG INVESTMENTS. SDG INVESTMENTS is a matching platform for financial instruments and investment opportunities which contribute to achieving the United Nations Sustainable Development Goals (SDGs). With its solid track record in sustainable finance (and clean energy), SDG INVESTMENTS connects project owners with institutional investors to secure the right form of debt financing for their future growth. Stefan has more than 20 years of executive and senior management experience at international commercial banks, rating agencies and service providers.

11.20 - 12.00

FUND MANAGER PANEL WITH Q&A

led by LAURENT DOUILLET,
European Equity Strategy,
Bloomberg Intelligence,
WITH OUR CONFERENCE SPEAKERS
AND AUDIENCE Q&A

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Collectibles

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Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

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EM Debt

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Investment Grade

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High Yield

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Inflation-linked

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Asset-backed Securities

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Convertible Bonds

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Green Bonds

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Money Market

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Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

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Global EM

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European

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US

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Japan

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Asia ex Japan

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Domestic

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Frontier

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italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

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Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Collectibles

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Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

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Convertible Bonds

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Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

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Global EM

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European

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US

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Japan

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Asia ex Japan

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Domestic

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Frontier

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Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

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Convertible Bonds

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EM Debt

No Data Found

Eurozone Government

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Inflation-linked

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Asset-backed Securities

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US Treasuries

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Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

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Asia ex Japan

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US

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European

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Japan

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Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

No Data Found

Global EM

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Asia ex Japan

No Data Found

US

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European

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Japan

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Frontier

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Domestic

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PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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