Conference chairs:
Evenco International is excited to welcome Germany’s most influential fund selectors and global asset managers to Frankfurt for the Evenco International Fund Forum on 28th April 2022.
We are delighted to invite you to this exclusive morning conference at the Steigenberger Frankfurter Hof. Join us to discuss the latest in investment thinking across traditional asset classes and network with international fund managers to generate winning investment solutions.
Tim Craighead leads the Bloomberg Intelligence European equity strategy team, and manages the global content and editorial teams for BI, Bloomberg’s global investment research team. Tim has more than 35 years of experience in investment research. He joined Bloomberg Intelligence in early 2010 in New York and transferred to Hong Kong in early 2012 to develop the Asia research team, where he also covered Asian strategy and the casino gaming industry. He relocated to London in his current role in 2016. Prior to joining BI, Tim worked at Goldman Sachs where over a 21 year career he managed the U.S. investment review committee process, ran product management and wrote a global themes research product. He began his career there as an equity research salesperson in both New York and then London.
Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and research across industries and global markets, plus insights into company fundamentals. The BI, team of 400 research professionals is here to help clients make more informed decisions in the rapidly moving investment landscape. BI’s coverage spans all major global markets, more than 135 industries and 2,000 companies, while considering multiple strategic, equity and credit perspectives. In addition, Bl has dedicated teams focused on analyzing the impact of government policy, litigation and ESG.
BI is also a leading Terminal resource for interactive data. Aggregated, from proprietary Bloomberg sources and 500 independent data contributors, the unique combination of data and research is organized to allow clients to more quickly understand trends impacting the markets and the underlying securities. Bloomberg Intelligence is available exclusively for Bloomberg Terminal® subscribers, available on the Terminal and the Bloomberg Professional App.
BL Global Flexible EUR, quality stocks and inflation hedging in the current geopolitical environment.
The fund’s objective is to generate a positive real (inflation-adjusted) return in euros over the medium term through a flexible, global asset allocation strategy. The strategy combines different asset classes that are traditionally negatively correlated: primarily equities, bonds and money market instruments, precious metals and cash. Investments in equities may vary between 25% and 100% of the net assets. The fund also aims to limit the decline during periods of stock market correction.
Head of Sales (DACH)
lutz.overlack@creditmutuel.eu
+4915231071242
Sales Director
dirk.boeckenholt@creditmutuel.eu
+491736313703
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In Europe (ex. UK and Switzerland), issued by Wellington Management Europe GmbH which is authorised and regulated by the German Federal Financial Supervisory Authority (BaFin). Shares of the Fund may not be distributed or marketed in any way to German retail or semi-professional investors if the Fund is not admitted for distribution to these investor categories by BaFin.
Pascal Menges is head of Investment process and Equities research at Lombard Odier Investment Managers (LOIM). Pascal is also client portfolio manager in Global Equities within LOIM and was successively head of industrial research, hedge fund manager and long-only fund manager. Before joining in May 2006, Pascal was a sell-side analyst at Exane BNP Paribas, covering the European energy sector having held the same position at Oddo Pinatton. He began his career at Elf Aquitaine/ Total. Pascal earned a master’s degree in management from Neoma Business School in France and benefitted from the MBA’s exchange program with the Queensland University of Technology in Australia. He holds the certified international investment analyst (CIIA) designation.
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a.combrink-birkholz@lombardodier.com
+49 69 710488405
m.schaefer@lombardodier.com
+49 69 710488407
Impax believes capital markets will be shaped profoundly by global sustainability challenges, and these trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Impax will present its Global Opportunities Strategy, an all-cap, long-only equity offering that invests in companies possessing sustainable competitive advantages in order to achieve long-term capital growth. Idea generation is guided by our proprietary tool, the Impax Sustainability Lens, to identify the investment risks and opportunities, and therefore the winners and losers, arising from the transition to a more sustainable economy.
Founded in 1998 by Ian Simm, Impax Asset Management has pioneered investment in the transition to a more sustainable economy and today is one of the largest investment managers dedicated to this area. We believe capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions. We invest in companies and assets that are well positioned to benefit from the shift to a more sustainable economy. We seek higher quality companies, with strong business models and governance, that demonstrate sound management of risk whilst being able to adapt intelligently to changing conditions. Each of our strategies are underpinned by proven, proprietary investment tools that help us allocate clients’ capital towards areas of the market that are providing solutions to sustainability challenges. We offer a well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long term. Impax invests in companies and assets that are well positioned to benefit from the shift to a more sustainable economy. Across investment portfolios, Impax seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions to global investors, spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long-term. Impax manages funds and accounts in four areas: actively managed long-only equity, fixed income, private markets, and systematic equities. www.impaxam.com
Barbara joined Impax in 2020 and is a Portfolio Specialist focused on Impax’s Global Opportunities Strategy. She has extensive experience in institutional asset management and financial markets. She began her career in 1989 at Nomura and then moved into asset management at Clerical Medical. She then joined British Airways Pensions, where she became Head of Japanese Equities. Prior to Impax she worked as an Investment Director at JP Morgan AM.
Business Development Director
k.hotte@impaxam.com
+44 7469403836
Business Development Associate
m.verhoeven@impaxam.com
+44 7467 448 820
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IMPAX- FOR PROFESSIONAL INVESTORS ONLY – THIS DOCUMENT IS A MARKETING COMMUNICATION. Important Information: This document has been issued by Impax Asset Management (Ireland) Limited which is authorised and regulated by the Central Bank of Ireland. This document is solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and in Israel only to Qualified Investors listed in the first supplement of the Israeli Securities Law, 5728-1968 who are also Eligible Clients as defined under the Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995, and this document may not be reproduced or used for any other purpose, nor be furnished to any other person. No action has been or will be taken in Israel that would permit an offering of the fund or distribution of this document to the public in Israel. Past performance is not necessarily a guide to future performance. The value of investments may go down as well as up and is not guaranteed. Changes in rates of exchange may cause the value of investments to fluctuate. The annual investment management charge and other charges are generally deducted from income, although a portion may be deducted from capital of the Fund. Where charges are deducted from capital, the potential for capital growth will be reduced. It is important to choose a fund that does not exceed the risk level you are prepared to accept. Portfolio characteristics, including specific holdings, country, sector and industry exposure, are as of the date indicated and are subject to change without notice. Portfolio characteristics illustrate the application of Impax’s investment style only and should not be considered a recommendation by Impax. Any reference to a specific security does not constitute a recommendation to buy, sell or hold any specific fund or security. Such information pertains to past performance or is the basis for previously made investment decisions and may not be current. The prospectus is not available in French. The latest Annual Report sets out the investment objective, policy and principal risk factors faced by the Fund. Please read the Key Investor Information Document (KIID) and Prospectus (available at www.impaxam.com) before investing. The Prospectus is available in English and German. The KIIDs are available in Danish, Dutch, English, German, Icelandic, and Swedish. A summary of investor rights is available at: Impax Funds (Ireland) plc – Investor Rights. This summary is available in English. Investors should note that Impax Asset Management (Ireland) Limited (the Management Company) may, in accordance with Article 93a of Directive 2009/65/EC (the UCITS Directive), decide at any time to terminate the arrangements made for marketing the fund in any country where it has been notified for marketing.
ANIMA HIGH POTENTIAL EUROPE is a discretionary, variable net Long/Short strategy, which invests in European equities (mainly large caps) with a fully discretionary, macro / thematic approach and strong focus on overall portfolio and single positions’ liquidity. The strategy’s objectives are capturing the market’s upside potential and protecting capital from large drawdown (annualized volatility target: below 6%). The strategy relies on 3 performance engines: 1) Core Book (where highest conviction ideas – both longs and shorts – are represented, selected following the macro / thematic approach); 2) Dynamic Hedging Book (the primary tool to adjust overall net equity exposure to the desired level, based on the market environment); 3) Pair Trades Book (market neutral sector L/S books with a basket approach). The strategy’s net exposure range is from -10% to +60%.
ANIMA is the largest independent asset management group in Italy, with total assets under management of ca. EUR 204 bn (as of December 2021) and more than one million customers. ANIMA results from a process of aggregation of several companies, with different and complementary specializations, and today can count on more than 300 professionals, in Italy and abroad. It creates and manages forward looking, flexible investment solutions built around the specific needs of clients, whether institutional investors (insurance and financial groups, pension funds), companies or individuals. ANIMA offers Italian mutual funds, open-ended umbrella funds domiciled in Ireland and in Luxembourg, and pension funds. The parent company ANIMA Holding is a public company listed on the Milan Stock Exchange since 2014. ANIMA SGR SpA is the operating company controlled by Anima Holding, and it controls Anima Asset Management Ltd, an Irish based company founded in June 1999. In 2020 the group has enlarged through the creation of Anima Alternative Sgr a company focused on private market investment and controlled by Anima Holding.
Lars Schickentanz was born in Luebeck (Germany) in 1964 and started his career in Germany in 1990, as Assistant PM at Fiduka Depotverwaltung GmbH. After moving to Italy, he joined Prime Investment Management in 1992; in 1993 he became Lead European PM at Caboto Gestione (now part of Eurizon SGR), then joined MPS AM SGR (merged in Anima SGR in 2011) in 1998 as Portfolio Manager and Head of Equities. Lars is currently Head of the Alpha Strategies Division of ANIMA SGR and lead Portfolio Manager of ANIMA HIGH POTENTIAL EUROPE.
Head of Fund Users
davide.dichio@animasgr.it
+39 02 80638 463
Head of Institutional & Wholesale Division
andrea.mandraccio@animasgr.it
+39 02 80638 329
(as of 28/02/2022)
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Managing Director, Head of Global Economics & Strategy, Allianz Global Investors
Head of Strategic Asset Allocation, DWS Group
Managing Director, FV Frankfurter Vermögen
Chief Economist LBBW
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By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
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