29th September 2022 - Park Hyatt

Conference chair:

Welcome

Evenco International is welcoming Switzerland’s most influential fund selectors and global asset managers to the UK for the Evenco International Fund Forum Zurich.

We are delighted to invite you to this exclusive morning conference at the Park Hyatt. Join us to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions.

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AGENDA

Click each sponsor logo to view their presentation

09.00 - 09.10

OPENING REMARKS

Tim Craighead

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

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.

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

12.20 - 12.45

PANEL DEBATE

Profiting from economic uncertainty

JULIEN JARMOSZKO

Chief Investment Officer, Sélection Finance Patrimoine

Julien Jarmoszko is the Chief Investment Officer at Sélection Finance Patrimoine, a wealth management firm headquartered in Paris. He started his career as a fund manager for Société Générale Asset Management and for Credit Suisse then moving to the front office, helping ABG Sundal Collier and Fisher Investments Europe expand on the French market. He subsequently managed the Investment Management Solutions business in EMEA for S&P Global Market Intelligence before embracing leading technology with Fintech Move Digital AG and as advisor for a Fintech accelerator. He is the co-editor of Portfolio Management and Construction (Risk Books). Julien is a graduate from Edhec Business School in France and a CFA charter holder. He currently lives across Paris and Zurich with his wife and two children. In his private time, he is a writer and gives back to the community as a volunteer firefighter.

Antoine Denis, CAIA

Head of Advisory at Bank Syz (Switzerland)

Antoine Denis, CAIA  joined Bank Syz as Head of Advisory in May 2021. Prior joining the bank, he was Head of Advisory of bank Bordier & Cie where he held previous roles in fund selection and portfolio management. Antoine gained various international experiences in the asset management industry at Lyxor AM in London and Pictet AM in Paris.

Georgios Leontaris

GEORGIOS LEONTARIS, CFA

Chief Investment Officer, HSBC Global Private Banking and Wealth

Georgios is the regional Chief Investment Officer for EMEA for HSBC Global Private Banking and Wealth. He has a crucial role in developing the house view, asset allocation, thematic ideas and thought leadership pieces. He is in close contact with client facing teams as well as Private Banking and Wealth clients across the region to provide investment advice across all asset classes. Georgios has been with HSBC since 2007. Prior to his current role, he was heading the Fixed Income Advisory Team in Switzerland, and was responsible for the management of $1.5billion of tailored fixed income mandates. Georgios holds a Master’s of Science degree from the London School of Economics and Political Science (LSE) and is a CFA Charterholder.

Patrick Saner

PATRICK SANER

Head Macro Strategy, Swiss Re Institute

Patrick Saner is Head Macro Strategy at the Swiss Re Institute. In this role, he covers global macroeconomic, interest rates and political developments. Prior to joining Swiss Re, he worked at the World Bank, the Swiss National Bank and UBS. Patrick holds a Masters in economics and finance and is a CFA charter holder.

Frederick Mellor

Frederick Mellor

Head of Fixed Income Strategies, Global Asset Allocation team, UBS Global Wealth Management

Fred is Head of Fixed Income Strategies in the Global Asset Allocation team at UBS Global Wealth Management. Prior to this, he was a Senior Portfolio Manager within the UBS Asset Management fixed income team, managing EUR Aggregate, Investment Grade and core plus portfolios, mutual funds as well as segregated mandates. He was a member of the Fixed Income Investment Forum (FIIF), Multi Sector Team, Rates and FX sub group and a participant in the Asset Management Investment Committee (AMIC) and Swiss Investment Committee (SIC).

He moved to Zurich in 2011 from Sydney where he was working in the UBS Australian fixed income team managing a number of credit, inflation linked and bond portfolios.

Fred joined UBS in 2006 having previously worked at Principal Global Investors as a fixed income portfolio manager and trader.  He commenced his career at Salomon Smith Barney and ANZ Investment Bank working in the research departments.

He is a CFA® and CQF charter holder and has a Bachelor in Actuarial Studies and Commerce from the Australian National University.

10.25 - 10.45

FUND MANAGER PANEL 1 -
ARDEA, LIONTRUST & MONDRIAN

&

12.00 - 12.20

FUND MANAGER PANEL 2 -
ALLSPRING, SEILERN & HEPTAGON CAPITAL

led by Tim Craighead, Senior European Strategist, Director of Research (Content), Bloomberg Intelligence, WITH OUR CONFERENCE SPEAKERS, AND AUDIENCE Q&A

12.45 - 13.05

PANEL DEBATE

Christoph Gort

Founding Partner at SIGLO

Dr. Christoph Gort is a founding partner of SIGLO, a member of management and the board of directors and a portfolio manager in the private debt division. SIGLO is an independent and regulated investment advisor, based in Zurich, serving institutional clients in Switzerland and advising over USD 3.0bn per end of 2021. Christoph began his career in 2003 at the City of Zurich Pension Fund in the investment team, overseeing investments in foreign currencies, commodities and hedge funds. In 2008, he joined Harcourt Investment Consulting AG and became head of fund of hedge funds research in 2010, advising Swiss pension funds and private banks on fund of hedge funds. After studying economics in Berne, he completed his doctorate with a specialisation in behavioural finance at the University of Zurich in 2007. He has published academic papers, articles and presentations in the areas of overconfidence, active management, alternative investments and pension funds.

Deborah Eggler

ICapital - Client Solutions EMEA
Vice President

Deborah is a Vice President and part of the Client Solutions team EMEA. She is focusing on building partnerships with GPs/ asset managers and wealth managers across Europe and Middle East, with a focus on the DACH region.

Prior to joining the firm, Deborah has been part of StepStone’s Private Debt Business Development team for the Swiss market. Prior to joining StepStone, she was with Lombard Odier Private Banking on the Strategic Business Development team. Before that, she was a client associate for Private Markets investments at Neuberger Berman (Switzerland) GmbH and Credit Suisse AG. Deborah holds a Master in Accounting and Finance and a Bachelor in Business Administration from University of St. Gallen and she is a CAIA charter holder.

 

Dario Remane Zentz

Product Specialist
Intermediaries - Switzerland
Pictet Asset Management

Dario joined Pictet Asset Management in 2018. Since August 2020, he is the Product Specialist within Swiss Intermediaries team based in Zürich. Before starting in his current role, Dario was part of Pictet Asset Management’s Graduate Programme where he completed several three to six months rotations in various investment teams.

Prior to joining Pictet. Dario spent six months at Blackrock, interning within ETF Sales. He also interned at DWS in their Fixed Income unit, looking at CLOs & leveraged loans.

Dario holds a BA in Economics from the University of Göttingen and a MSc in Financial Markets from EDHEC Business School.

italy

2023-2024 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

2023-2024 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

Money Market

No Data Found

Italy

2023-2024 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

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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