Vinci Compass Londres – Lisboa Investment Week

10:00 - 16:00

Arrival & Check In

Hotel: Novotel London Bridge, 53 61 Southwark Bridge Road

*Check in starts at 15:00, but hotel can hold the luggage at reception until the room is ready.

18:30 - 21:00

Welcome Dinner UBS

Location: Swan London, 21 New Globe Walk, Bankside

07:45 - 07:50

Meet in the Hotel Lobby

08:30 - 13:30

UBS

08:30 - 09:00

Breakfast: Welcome and UBS AM Intro

Olivier Ngoumou-Jikam Executive Director, Head of Sovereign Institutions UBS
Felipe Terrazas Director UBS
09:00 - 10:00

Europe Equity Outlook

Steve Magill Head of Global Value & Lead PM European Value Equities UBS
10:00 - 11:00

EM Fixed Income Overview

Sangram Jadhav Fixed Income Investment Specialist UBS
11:00 - 12:00

Intro to UBS UCITS ETFs

Andrew Walsh Head of UBS Passive & ETF Specialist Sales UBS
12:00 - 13:30

Lunch: Deep Dive into Credit Investment Group

Remo Etter Director Credit Investment Group UBS
14:30 - 21:30

NOMURA

14:30 - 14:45

Arrival and Registration

14:45 - 15:00

Introductions and NAM Overview

Mari Nakamura Senior Managing Director, GBU, NAM Chief Executive Officer, NAMUK Nomura Asset Management
15:00 - 15:45

Fixed Income Macro Outlook

Richard “Dickie” Hodges Head of Unconstrained Fixed Income Nomura Asset Management
15:45 - 16:30

Evolving Geopolitics and Outlook for High Yield

Brett Collins USHY Client Portfolio Manager Nomura Asset Management
16:30 - 16:45

Coffee Break

16:45 - 17:30

What is next for Japan?

Andrew McCagg Japan Equity Senior Client Portfolio Manager Nomura Asset Management
17:30 - 18:15

Global Equities Macro Outlook

Javier Panizo Global High Conviction Portolfio Manager Nomura Asset Management
18:15 - 18:30

Closing Statement

Doug Stewart Head of Distribution EMEA, NAMUK Nomura Asset Management
18:15 - 19:00

Canapés and Drinks

Location: 9th Floor Terrace (Nomura Office)

19:00 - 21:00

Dinner

Location; Thames Suite 11th Floor (Nomura Office)

21:00 - 23:00

After Drinks

Location: Coq d’Argent, No.1 Poultry, London EC2R 8EJ

*Directly fron Nomura Office (there will be a service to take personal belongings back to the hotel if needed)

07:30 - 07:35

Meet in the Hotel Lobby

08:15 - 21:00

NINETY ONE

08:15 - 09:00

Breakfast

Location: 9th Floor Terrace (Ninety One Office)

09:00 - 09:15

Welcome

Richard Garland Managing Director, Global Advisor Ninety One
09:15 - 10:15

Investment Introduction & Macro View

Philip Saunders Director of the Ninety One Investment Institute Ninety One
10:15 - 11:00

Asian Equities Overview

Charlie Linton Portfolio Manager Ninety One
11:00 - 11:15

Comfort Break

11:15 - 12:00

Global & American Franchise

Joseph Knight Portfolio Specialist Ninety One
12:00 - 13:00

Lunch

Location: 9th Floor Terrace (Ninety One Office)

13:00 - 13:45

Emerging Market Corporate Debt

Alan Siow Co-head of Emerging Market Corporate Debt Ninety One
13:45 - 14:45

Emerging Market Debt Overview (EM Local and Hard Currency)

Werner Gey van Pittius Co-Head of Emerging Market Fixed Income Ninety One
14:45 - 15:00

Comfort Break

15:00 - 16:00

4 Factor Platform & Global Equities

Rhynhardt Roodt Head of 4Factor Ninety One
16:00 - 16:45

European Equities Outlook

Ben Lambert Portfolio Manager Ninety One
16:45 - 17:30

Commodities in a Multi Asset Portfolio

George Cheveley Portfolio Manager Ninety One
Paul Gooden Portfolio Manager Ninety One
17:30 - 19:00

Drinks with Ninety One

Location: 9th Floor Terrace (Ninety One Office)

19:00 - 21:30

Closing Dinner

Location: Manicomio City, 6 Gutter Ln London EC2V 8AS

*Directly fron Ninety One Office (there will be a service to take personal belongings back to the hotel if needed)

08:00 - 09:00

Check Out & Taxi Departure

09:45 - 11:00

Heathrow Express to the Airport

13:45 - 16:30

Trip to Lisbon

Flight number: TP1359

16:30 - 17:30

Arrival to Lisbon and Taxi to Hotel

*Please always stay with the Vinci Compass team

17:30 - 18:00

Check In

Hotel: Four Seasons Ritz Hotel, Rua Rodrigo da Fonseca 88

19:30 - 21:00

Welcome Dinner & Speech

Location: Varanda Restaurant, Four Seasons Ritz Hotel

Max Guenzl Co-Head Client Group Jupiter Asset Management
William Lopez Head of LatAm, Iberia and France Jupiter Asset Management
Francisco Amorim Head of Business Development, Iberia Jupiter Asset Management
08:15 - 08:45

Registration and breakfast

08:45 - 08:55

Overview of the day

William Lopez Head of LatAm, Iberia and France Jupiter Asset Management
Max Guenzl Co-Head Client Group Jupiter Asset Management
08:55 - 09:05

Jupiter introduction

Matthew Beesley Chief Executive Officer Jupiter Asset Management
09:05 - 09:15

Jupiter investment platform: Fixed Income

Matthew Morgan Head of Fixed Income Jupiter Asset Management
09:15 - 09:40

Jupiter Fixed Income

Ariel Bezalel Investment Manager, Fixed Income Jupiter Asset Management
09:40 - 09:50

Jupiter investment platform: Equities

Kiran Nandra-Koehrer Head of Equities Jupiter Asset Management
09:50 - 10:15

Systematic equities

Amadeo Alentorn Investment Manager, Head of Systematic Equities Jupiter Asset Management
10:15 - 10:30

Jupiter European Equities

Niall Gallagher Investment Manager, European Equities Jupiter Asset Management
10:30 - 10:50

Morning wrap-up & Coffee break

William Lopez Head of LatAm, Iberia and France Jupiter Asset Management
10:50 - 11:20

Breakout Session 1

Room 1 – Jupiter European Growth, Niall Gallagher
Room 2 – Jupiter Global High Yield Bond, Adam Darling
Room 3 – Jupiter Dynamic Bond, Ariel Bezalel & Harry Richards
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn

Niall Gallagher Investment Manager, European Equities Jupiter Asset Management
Adam Darling Investment Manager, Fixed Income Jupiter Asset Management
Ariel Bezalel Investment Manager, Fixed Income Jupiter Asset Management
Harry Richards Investment Manager, Fixed Income Jupiter Asset Management
Amadeo Alentorn Investment Manager, Head of Systematic Equities Jupiter Asset Management
11:25 - 11:55

Breakout Session 2

Room 1 – Jupiter European Growth, Niall Gallagher
Room 2 – Jupiter Global High Yield Bond, Adam Darling
Room 3 – Jupiter Dynamic Bond, Ariel Bezalel & Harry Richards
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn

Niall Gallagher Investment Manager, European Equities Jupiter Asset Management
Adam Darling Investment Manager, Fixed Income Jupiter Asset Management
Ariel Bezalel Investment Manager, Fixed Income Jupiter Asset Management
Harry Richards Investment Manager, Fixed Income Jupiter Asset Management
Amadeo Alentorn Investment Manager, Head of Systematic Equities Jupiter Asset Management
12:00 - 12:30

Breakout Session 3

Room 1 – Jupiter European Growth, Niall Gallagher
Room 2 – Jupiter Global High Yield Bond, Adam Darling
Room 3 – Jupiter Dynamic Bond, Ariel Bezalel & Harry Richards
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn

Niall Gallagher Investment Manager, European Equities Jupiter Asset Management
Adam Darling Investment Manager, Fixed Income Jupiter Asset Management
Ariel Bezalel Investment Manager, Fixed Income Jupiter Asset Management
Harry Richards Investment Manager, Fixed Income Jupiter Asset Management
Amadeo Alentorn Investment Manager, Head of Systematic Equities Jupiter Asset Management
12:35 - 13:50

Lunch

13:50 - 14:20

Breakout Session 4

Room 1 – Jupiter India Select, Avinash Vazirani
Room 2 – Jupiter Asia Pacific Income Fund (IRL), Jason Pidcock
Room 3 – Jupiter Merian World Equity Fund, Amadeo Alentorn and Zara Azad
Room 4 – Jupiter Strategic Absolute Return Bond Fund, Mark Nash

Avinash Vazirani Investment Manager, Indian Equities Jupiter Asset Management
Jason Pidcock Investment Manager, Asian Equities Jupiter Asset Management
Amadeo Alentorn Investment Manager, Head of Systematic Equities Jupiter Asset Management
Zara Azad Investment Director, Systematic Equities Jupiter Asset Management
Mark Nash Investment Manager, Fixed Income - Absolute Return Jupiter Asset Management
14:30 - 15:10

Panel Discussion - We Put Our Clients First

An informative panel session with four of Jupiter’s clients.

Max Guenzl Co-Head Client Group Jupiter Asset Management

Moderator:

Matthew Beesley Chief Executive Officer Jupiter Asset Management
15:10 - 15:35

What’s going on with Gold & Silver?

Ned Naylor-Leyland Investment Manager, Gold & Silver Jupiter Asset Management
15:35 - 15:50

Coffee break

15:50 - 16:30

Panel Discussion

Dan Carter Investment Manager, Japanese Equities Jupiter Asset Management
Hilary Blandy Investment Manager, Fixed Income Jupiter Asset Management
Jason Pidcock Investment Manager, Asian Equities Jupiter Asset Management
Luca Evangelisti Investment Manager & Head of Credit Research, Fixed Income Jupiter Asset Management
Philippe Lüthy Head Investment, Switzerland Aon Investment Practice

Moderator:

Francisco Amorim Head of Business Development, Iberia Jupiter Asset Management
16:30 - 17:00

External speaker: Astronaut Selection Expert and Elite Performance Consultant

17:00 -

Closing remarks

Max Guenzl Co-Head Client Group Jupiter Asset Management
William Lopez Head of LatAm, Iberia and France Jupiter Asset Management
19:30 -

Networking event

08:00 - 11:30

Check Out and Departure

Olivier Ngoumou-Jikam
  • Executive Director, Head of Sovereign Institutions
  • UBS

Felipe Terrazas
  • Director
  • UBS

Steve Magill
  • Head of Global Value & Lead PM European Value Equities
  • UBS

Sangram Jadhav
  • Fixed Income Investment Specialist
  • UBS

Andrew Walsh
  • Head of UBS Passive & ETF Specialist Sales
  • UBS

Remo Etter
  • Director Credit Investment Group
  • UBS

Javier Panizo
  • Global High Conviction Portolfio Manager
  • Nomura Asset Management

Richard “Dickie” Hodges
  • Head of Unconstrained Fixed Income
  • Nomura Asset Management

Andrew McCagg
  • Japan Equity Senior Client Portfolio Manager
  • Nomura Asset Management

Brett Collins
  • USHY Client Portfolio Manager
  • Nomura Asset Management

Julian Marks
  • Head & Portfolio Manager of Corporate Hybrids
  • Nomura Asset Management

Richard Garland
  • Managing Director, Global Advisor
  • Ninety One

Philip Saunders
  • Director of the Ninety One Investment Institute
  • Ninety One

Charlie Linton
  • Portfolio Manager
  • Ninety One

Joseph Knight
  • Portfolio Specialist
  • Ninety One

Alan Siow
  • Co-head of Emerging Market Corporate Debt
  • Ninety One

Werner Gey van Pittius
  • Co-Head of Emerging Market Fixed Income
  • Ninety One

Rhynhardt Roodt
  • Head of 4Factor
  • Ninety One

Ben Lambert
  • Portfolio Manager
  • Ninety One

George Cheveley
  • Portfolio Manager
  • Ninety One

Paul Gooden
  • Portfolio Manager
  • Ninety One

Francisco Amorim
  • Head of Business Development, Iberia
  • Jupiter Asset Management

William Lopez
  • Head of LatAm, Iberia and France
  • Jupiter Asset Management

Matthew Beesley
  • Chief Executive Officer
  • Jupiter Asset Management

Matthew Morgan
  • Head of Fixed Income
  • Jupiter Asset Management

Kiran Nandra-Koehrer
  • Head of Equities
  • Jupiter Asset Management

Ariel Bezalel
  • Investment Manager, Fixed Income
  • Jupiter Asset Management

Amadeo Alentorn
  • Investment Manager, Head of Systematic Equities
  • Jupiter Asset Management

Adam Darling
  • Investment Manager, Fixed Income
  • Jupiter Asset Management

Ned Naylor-Leyland
  • Investment Manager, Gold & Silver
  • Jupiter Asset Management

Luca Evangelisti
  • Investment Manager & Head of Credit Research, Fixed Income
  • Jupiter Asset Management

Hilary Blandy
  • Investment Manager, Fixed Income
  • Jupiter Asset Management

Avinash Vazirani
  • Investment Manager, Indian Equities
  • Jupiter Asset Management

Jason Pidcock
  • Investment Manager, Asian Equities
  • Jupiter Asset Management

Mark Nash
  • Investment Manager, Fixed Income - Absolute Return
  • Jupiter Asset Management

Max Guenzl
  • Co-Head Client Group
  • Jupiter Asset Management

Mathias Mueller
  • Co-Head of Client Group
  • Jupiter Asset Management

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