Vol 12
Passive Investments: The Power of ETFs and Indexing

21 September 2023

14.00 – 15.00

(BST)

LOCATION: ZOOM

In partnership with:

Henry Jim

Henry Jim

Moderator

ETF Analyst with Bloomberg Intelligence
Bloomberg LP

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.

Panellists

Justin Oliver

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.

Ben Seager-Scott

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.

Tapio Koivu

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.

Abdelhakim El attar

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.

Themes

  • Active Fixed Income ETFs in challenging markets
  • Resurgence of interest in ESG-focused ETFs in 2023
  • Flows into global core equities, risk on in the face of falling rates

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IN partnership WITH

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

Sample agenda
* all sponsors and times are subject to change

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