Invitation - Pan-Nordic 04.05.2022 – Evenco International

4th May 2022

08.30 AM

(EEST)

Hotel Kämp

Pohjoisesplanadi 29

00100 Helsinki, Finland

* Agenda, topics and sponsors are subject to change

Conference chair:

Tim craighead

Senior European Strategist,
Director of Research (Content),
Bloomberg Intelligence

keynote speaker:

Inflation: The Way Forward

Guy Verhofstadt

Member of European Parliament - Renew Europe MEP -
former leader of the ALDE Group in the EP -
former Prime Minister of Belgium

Evenco International is welcoming the most influential fund selectors and global asset managers to Helsinki for the Evenco International Fund Forum Pan-Nordic edition at the Hotel Kämp on 4th May.

We are delighted to invite you to this exclusive one-day conference. Join us to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions.

* Participation is by invitation only.

Reserve your
complimentary
place

Contact our Relationship Manager, Evie Ratnaventhan:
Evie@evencointernational.com

Agenda

08.30 - 09.00 REGISTRATION
09.00 - 09.10 WELCOME SPEECH
09.10 - 09.30 ALLIANZ GLOBAL INVESTORS
09.30 - 09.50 POLAR CAPITAL
09.50 - 10.10 WELLINGTON MANAGEMENT
10.10 - 10.30 coffee break
10.30 - 10.50 COLUMBIA THREADNEEDLE
10.50 - 11.10 NOMURA ASSET MANAGEMENT
11.10 - 11.40 fund manager panel
11.40 - 13.00 lunch: sponsored by allspring
13.00 - 13.20 WISDOMTREE
13.20 - 13.40 BAILLIE GIFFORD
13.40 - 14.00 MUZINICH & CO
14.00 - 14.20 COFFEE BREAK
14.20 - 14.40 M&G
14.40 - 15.00 quoniam
15.00 - 15.30 FUND MANAGER PANEL
15.30 - 15.50 GUY VERHOFSTADT - KEYNOTE
15.50 - 17.00 Networking drinks

Benefits

Watch a series of top Fund Managers present for 20 minutes each to gain insight into their investment approach.

Learn and share ideas with your peers with networking breaks throughout the conference.

Take part in our Fund Manager Panel debate, which consists of an audience Q&A. We will also be hosting a new Panel Debate on inflation and the opportunities this brings to generate yield.

Coffee breaks and lunch provided.

09.10 - 09.30 AM

PRESENTATION

Thematics: Investing in the World Ahead

Holger Wehner, cFA

Head of Product Specialists Equity

THEMES

Equities

Global

09.30 - 09.50 AM

PRESENTATION

A ‘Third Generation’ Approach to Sustainability, With No Compromise on Alpha Generation

Jorry Noeddekaer

Lead Fund Manager, Polar Capital Emerging Markets Stars Fund

THEMES

Equities

Emerging Markets

09.50 - 10.10 AM

PRESENTATION

Focused European Equity - A behavioural and fundamental approach to integrate ESG into long-term investing

Tom Horsey

Equity Portfolio Manager

THEMES

Equities

European

10.30 - 10.50 PM

PRESENTATION

“Time to give the little guy a chance!” The opportunity in US Small-Caps

Andrew Smith

CPM US Equities

THEMES

Equities

U.S.

10.50 - 11.10 AM

PRESENTATION

Sustainable Investing in Japanese Equities with Nomura

Andrew McCagg

Client Portfolio Manager

THEMES

Equities

Asia

13.00 - 13.20 AM

PRESENTATION

Energy Transition – The Inevitable Megatrend creating exciting Investment Opportunities

Mobeen Tahir

Director, Macroeconomic Research & Tactical Solutions

THEMES

Equities

Global

13.20 - 13.40 AM

PRESENTATION

Emerging Markets, Coming of Age

Andrew Keiller, CFA

Head of Product Specialists Equity

THEMES

Equities

Emerging Markets

13.40 - 14.00 PM

PRESENTATION

Global High Yield Low Carbon: A global high yield credit solution for transition to Net Zero

Erick Muller

Chief Economist

THEMES

Fixed Income

Global

14.20 - 14.40 PM

PRESENTATION

Credit: Finding Value in the Time of Inflation

Jonathan Lahraoui

Investment Director, Institutional Fixed Income

THEMES

Fixed Income

Global

14.40 - 15.00 PM

PRESENTATION

Diversifying Credit Portfolios with Factor Investing

Dr Harald Henke

Head of Fixed Income Strategy, Quoniam Asset Management

THEMES

Fixed Income

Global

programme sponsored by:

Lunch sponsored by:

* Agenda, topics and sponsors are subject to change

Conference chair:

Tim craighead

Senior European Strategist, Director of Research (Content), Bloomberg Intelligence

keynote speaker:

Inflation: The Way Forward

Guy Verhofstadt

Member of European Parliament - Renew Europe MEP -former leader of the ALDE Group in the EP - former Prime Minister of Belgium

Reserve your complimentary place

Agenda

Benefits

09.10 - 09.30 AM

PRESENTATION

Thematics: Investing in the World Ahead

Holger Wehner, cFA

Head of Product Specialists Equity

THEMES

Equities

Global

09.30 - 09.50 AM

PRESENTATION

A ‘Third Generation’ Approach to Sustainability, With No Compromise on Alpha Generation

Jorry Noeddekaer

Lead Fund Manager, Polar Capital Emerging Markets Stars Fund

THEMES

Equities

Emerging Markets

09.50 - 10.10 AM

PRESENTATION

Focused European Equity - A behavioural and fundamental approach to integrate ESG into long-term investing

Tom Horsey

Equity Portfolio Manager

THEMES

Equities

European

10.30 - 10.50 PM

PRESENTATION

“Time to give the little guy a chance!” The opportunity in US Small-Caps

Andrew Smith

CPM US Equities

THEMES

Equities

U.S.

10.50 - 11.10 AM

PRESENTATION

Sustainable Investing in Japanese Equities with Nomura

Andrew McCagg

Client Portfolio Manager

THEMES

Equities

Asia

13.00 - 13.20 AM

PRESENTATION

Energy Transition – The Inevitable Megatrend creating exciting Investment Opportunities

Mobeen Tahir

Director, Macroeconomic Research & Tactical Solutions

THEMES

Equities

Global

13.20 - 13.40 AM

PRESENTATION

Emerging Markets, Coming of Age

Andrew Keiller, CFA

Head of Product Specialists Equity

THEMES

Equities

Emerging Markets

13.40 - 14.00 PM

PRESENTATION

Global High Yield Low Carbon: A global high yield credit solution for transition to Net Zero

Erick Muller

Chief Economist

THEMES

Fixed Income

Global

14.20 - 14.40 PM

PRESENTATION

Credit: Finding Value in the Time of Inflation

Jonathan Lahraoui

Investment Director, Institutional Fixed Income

Senior European Strategist,
Director of Research (Content),
Bloomberg Intelligence

Member of European Parliament - Renew Europe MEP -
former leader of the ALDE Group in the EP -
former Prime Minister of Belgium

Reserve your
complimentary
place