8th November 2022 - EPIC SANA Marquês Hotel

Conference chair:

Welcome

Evenco International welcomes you to the EPIC SANA Marquês Hotel for the Evenco International Fund Forum Lisbon, in association with Bloomberg. Today we are joined by international asset managers; Allianz Global Investors, Carmignac and MFS Investment Management who will present their latest investment strategies for Fixed Income. We will also host a valuable fund selector panel debate on Getting Ready for a Profits Recession. We hope you have a great day!

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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.

11.10 - 11.40

PANEL DEBATE

Profiting from economic uncertainly

Patrick Thomas

Head of ESG Portfolio Management,
Canaccord Genuity Wealth Management

Patrick Armstrong, CFA

Chief Investment Officer, Plurimi Wealth LLP

Sumit Mehta

Head of Investment Solutions, Legal & General

Luke Hyde-Smith

Director, Co-Head of Multi-Asset Strategies,
Waverton Investment Management

11.15 - 11.40

FUND SELECTOR PANEL DEBATE

Getting Ready for a Profits Recession

Elisabete Pinto Pereira

Deputy Executive Director,
NOVO BANCO

Elisabete is responsible for the balance and off-balance sheet offer as well as the accounts and the life risk and risk insurance products of novobanco, a commercial bank in Portugal that serves the whole spectrum of retail and corporate clients. The off-balance sheet offer includes Mutual Funds, Structured Products and Life Insurance Investment Products, such as Unit Linked Products, and the Advisory Service, as well.

Elisabete heads the team that conducts 3rd party Mutual Funds analysis and selection and that manages the relationship with the Asset Managers that distribute mutual funds in Portugal. Elisabete’s team also coordinates all the promotion and distribution of novobanco’s own investment products, managed by its fully owned Asset management company (GNB – GA).  Elisabete’s team is working on the integration of the ESG clients’ goals on the investor profile questionnaire in order to assess client’s preferences on this matter. Her team is also working on the materialization of these preferences via the advisory service.

Elisabete regularly presents Investment Views, Performance Analysis reviews and Advisory best practices to novobanco’s retail relationship managers. She graduated from Instituto Superior Técnico University with a Bachelor of Science degree in Applied Mathematics.

João Lampreia

Chief Investment Strategist,
Banco de Investimento Global

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Madalena Antolin Teixeira

Senior Portfolio Manager,
BPI Vida e Pensōes

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11.40 - 12.10

Future of alternative investment panel by CAIA Association

Dr. Gueorgui Stoyanov Konstantinov

Senior Portfolio Manager Fixed-Income & Currencies
LBBW Asset Management

Dr. Gueorgui S. Konstantinov, CAIA, FDP is a senior portfolio manager of Fixed-Income and Currencies at LBBW Asset and Wealth Management where he focuses on generating alpha for fixed income, currencies and multi asset portfolios as well as contributing to the investment process, both in the judgement and quantitative analysis. 

Gueorgui has 17+ years of investment experience as a portfolio manager. Prior to joining LBBW Asset and Wealth Management, Gueorgui was senior portfolio manager for several asset management companies in Vienna, Austria where he was responsible for both investments and development of investment processes for fixed-income and currency portfolios. 

He was an adjunct lecturer at Vienna University of Economics and Business Administration (WU). He held a lecture on Fixed Income Portfolio Management between 2009 and 2013.

BENJAMIN CHADWICK

Director, Fund Selection
Selinus Capital

Benjamin Chadwick is responsible for alternative fund selection at Selinus Capital. Selinus is a leading German placement agent for alternative investments, including real estate, infrastructure, private equity and private debt.

Prior to joining Selinus, he worked as an Investment Specialist in Deutsche Bank’s Key Client Partners division for UHNWIs and Single Family Offices. He began his career at Deutsche Bank in 2011, completing dual studies and subsequently the Asset & Wealth Management global analyst training programme.

Benjamin holds a Master of Science (M.Sc.) in Finance & Investment from Durham University Business School, UK, as well as a Bachelor of Arts (B.A.) in Business Administration & Banking from DHBW Karlsruhe, Germany. He is a Chartered Alternative Investment Analyst (CAIA®) Charterholder and completed the Stanford Online Energy Innovation and Emerging Technologies (EIET) professional course.

12.10 - 12.30

FUND MANAGER PANEL WITH Q&A

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

italy

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

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

No Data Found

Convertible Bonds

No Data Found

Italy

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

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

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

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Frontier

No Data Found

Domestic

No Data Found

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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