Vol 12
Passive Investments: The Power of ETFs and Indexing
21 September 2023
14.00 – 15.00
(BST)
LOCATION: ZOOM
21 September 2023
14.00 – 15.00
(BST)
LOCATION: ZOOM
Evenco International, alongside Bloomberg Intelligence is proud to announce that we have launched a brand new monthly webinar series – “Trend Watch”. This will be a free to attend webinar for professionals within or associated with the asset management industry.
Each month, the webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.
Chief Investment Officer,
Canaccord Genuity Funds
Justin is the Chief investment Officer of the Canaccord Genuity Funds division and manages the CG Cautious, Balanced and Growth Funds. He is a member of Canaccord Genuity Wealth Management’s Asset Allocation, ESG and Passive Investment committees and joined the firm in 2000. Justin is a Chartered Fellow of the CISI, a Chartered Wealth Manager and is a past president of the Guernsey branch of the Institute.
Head of Multi-Asset Funds,
Evelyn Partners
Ben originally joined Bestinvest in 2011 and has carried out a wide range of investment strategy and fund management functions during the company’s subsequent evolution, latterly as Head of Multi-Asset Funds with responsibility for overseeing the flagship fund-of-funds range as well as the associated fund ranges and model-based portfolios.
Ben is Chair of the Asset Allocation Committee as well as being a member of the Institutional Asset Management Committee, Investment Process Committee and Product & Services Oversight Committee.
Ben is lead manager on the Smart fund of fund range and associated services using passive instruments. He also co-leads the passives research group. He is responsible for managing the Investment Strategy Team, Stewardship & Responsible Investment Team, Investment Communications Team and Passive Portfolio Management Team. He is also an authorised press spokesperson.
portfolio manager,
Veritas Pension Insurance Company
Tapio Koivu is a portfolio manager at Veritas Pension Insurance Company. He is responsible for managing listed equity portfolio using wide range of different instruments, including active and passive funds, direct equity investments and derivatives. Prior to joining Veritas he worked in asset management, having over 10 years’ of experience in asset allocation, portfolio construction and investment analysis. He holds a master’s in accounting and finance from Turku School of Economics at the University of Turku.
Multi-asset Portfolio Manager,
Eres
Abdelhakim El attar is a multi-asset portfolio manager at Eres Gestion in Paris with an expertise in manager research, asset allocation and portfolio construction. His responsibilities include ETFs and Funds selection, Due diligence and selection of external asset managers. Prior to his current role, Abdelhakim took part in various consultancy assignments for Private bankers, family offices and institutional investors on Funds/ETF selection and due diligence in Europe and the Middle East.
Abdelhakim is an ESCP executive MBA candidate and holds a Master of science in Finance and International management. Abdelhakim is CAIA charterholder since October 2022.
IN partnership WITH
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
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.
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.
The data controller is: Evenco International Limited, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT.
Evenco International is an executive conference organiser for the asset management community.
Your privacy is important to us. Accordingly we are committed to handling the personal information of all those we engage with responsibly and in a way that meets the legal requirements of the countries in which we operate.
This privacy policy explains the basis on which any personal data we collect from you will be processed by us in relation to the following:
Conference registration.
Email Marketing.
Face-to-face meetings with our Research team.
Except for the above, we do not process or analyse your information in any other way, including disclosing your information with third parties, unless required to do so by law.
Conference registration
If you sign up to attend one of our conferences, we will ask you to provide your professional details – in order to determine your suitability to attend our conference and share with you all logistical information. We will use this information internally to communicate with you. We request the following: name, job title, business address, email address and business telephone number. By attending our conferences we may pass the information we collect at registration to our conference sponsors. It gives our sponsors the opportunity to know who will be attending the conference. They can contact you after the conference for commercial reasons. It is, therefore, up to you whether you remain in contact with them. Evenco International will never share any of your personal data with potential sponsors without your explicit consent. After the conference, we will ask you to complete surveys regarding your experience with us. Information for us and the sponsors of the conference to which the feedback applies. We will check, of course, that you are happy to share your feedback and personal data with the sponsors. We will not share your feedback with other third parties without your explicit consent. There will be a photographer and/or videographer at our conferences. This may be used for future marketing material, our website and social media channels.
Email Marketing
When you register to attend one of our conferences, we will ask you if you wish to receive direct marketing from us regarding future conferences. You can choose to stop receiving them at any time by emailing info@evencointernational.es
Face to face meetings
Evenco International meets with its audiences prior to its events – meaning we will sometimes ask to meet you and ask you questions. We do not record these meetings. Any opinions that you express may be shared with specific sponsors – anonymously – on the condition that you give us your permission to do this.
Security
We ensure information once received is stored securely and only accessible with the correct authorisation. Electronic data and databases are stored on secure computer systems and we control who has access to information. However, a loss of personal data is known as a data breach. The General Data Protection Regulation imposes requirements on businesses to report breaches within 72 hours. We undertake to inform you if your personal data is compromised and there is a risk to your rights and freedoms as a result.
Contact Us
If you have any questions about this Privacy Policy or relating to our use of your information, write to our Data Protection Officer at Evenco International, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT, or emailing info@evencointernational.es
Please also contact us if you wish to exercise your ‘Right to Access’ or ‘Right to be Forgotten’ under the General Data Protection Regulation.
Evenco Analytics offers a free trial period for three months after subscribing to the service. You will not be charged for this product during your trial period. Before the trial expires, we will contact you to see if you wish to continue using the service and subscribe to a yearly subscription, where you can cancel if desired. You can also unsubscribe from Evenco Analytics for free at any time leading up to the first quarterly payment by contacting us at info@evencointernational.com. Standard rate for the product is £5k per annum, charged quarterly at £1250. Early bird and referral discounts are also available for subscribing to a full Evenco Analytics subscription – please contact us for more information. As our subscription is set up via invoicing, please note that there may be a short delay before you receive access to the platform, as we will need to approve your request.
