Vinci Compass Londres – Lisboa Investment Week
10:00 - 16:00
Arrival & Check In
Hotel: Novotel London Bridge, 53 61 Southwark Bridge Road
19:00 - 21:00
Welcome Dinner UBS
Location: TBC
08:30 - 13:30
UBS:
08:30 - 09:00
Breakfast: Welcome and UBS AM Intro
09:00 - 10:00
10:00 - 11:00
11:00 - 12:00
12:00 - 13:30
14:30 - 21:30
NOMURA
14:30 - 14:45
Arrival and Registration
14:45 - 15:00
15:00 - 15:45
Fixed Income Macro Outlook
15:45 - 16:30
Evolving Geopolitics and Outlook for High Yield
16:30 - 16:45
Coffee Break
16:45 - 17:30
What is next for Japan?
17:30 - 18:15
Global Equities Macro Outlook
18:15 - 18:30
Closing Statement
18:15 - 19:00
Canapés and Drinks
9th Floor Terrace
17:00 - 21:30
Dinner
Thames Suite 11th Floor
08:15 - 21:00
NINETY ONE
08:15 - 09:00
Breakfast
9th Floor Terrace
09:00 - 09:15
09:15 - 10:15
Investment Introduction & Macro View
10:15 - 11:00
11:00 - 11:15
Comfort Break
11:15 - 12:00
12:00 - 13:00
Lunch
9th Floor Terrace
13:00 - 13:45
13:45 - 14:45
Emerging Market Debt Overview (EM Local and Hard Currency)
14:45 - 15:00
Comfort Break
15:00 - 16:00
16:00 - 16:45
16:45 - 17:30
Commodities in a Multi Asset Portfolio
17:30 - 19:00
Drinks with Ninety One
9th Floor Terrace
19:00 - 21:00
Closing Dinner
10:00 - 11:00
Check Out & Shuttle to LHR Airport
13:45 - 16:30
Trip to Lisbon
Flight number: TP1359
17:30 - 18:30
Arrival & 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
08:15 - 08:45
Registration and breakfast
08:45 - 08:55
08:55 - 09:05
09:05 - 09:15
Jupiter Investment platform: Fixed Income
09:15 - 09:40
09:40 - 09:50
09:50 - 10:15
10:15 - 10:30
Jupiter European Equities
10:30 - 10:50
Morning wrap-up & Coffee break
10:50 - 11:20
Breakout Session 1
Room 1 – Jupiter European Growth, Niall Gallagher Investment Manager, European Equities
Room 2 – Jupiter Global High Yield Bond, Adam Darling
Room 3 – Jupiter Dynamic Bond, Ariel Bezalel & Harry Richards Investment Managers, Fixed Income
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn
11:25 - 11:55
Breakout Session 2
Room 1 – Jupiter European Growth Niall Gallagher Investment Manager, European Equities
Room 2 – Jupiter Global High Yield Bond, Adam Darling
Room 3 – Jupiter Dynamic Bond, Ariel Bezalel & Harry Richards Investment Managers, Fixed Income
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn
12:00 - 12:30
Breakout Session 3
Room 1 – Jupiter European Growth Niall Gallagher Investment Manager, European Equities
Room 2 – Jupiter Global High Yield Bond Adam Darling Investment Manager, Fixed Income
Room 3 – Jupiter Dynamic Bond Ariel Bezalel & Harry Richards Investment Managers, Fixed Income
Room 4 – Jupiter Merian Global Equity Absolute Return Fund, Amadeo Alentorn Investment Manager, Systematic Equities
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 Investment Director, Systematic Equities
Room 4 – Jupiter Strategic Absolute Return Bond Fund, Mark Nash
14:30 - 15:10
Panel Discussion - We Put Our Clients First
An informative panel session with four of Jupiter’s clients.
Introduction, Max Guenzl Co-Head of Client Group
Moderator, Matthew Beesley CEO
15:10 - 15:35
What’s going on with Gold & Silver?
15:35 - 15:50
Coffee break
15:50 - 16:30
Panel Discussion
Dan Carter Investment Manager, Japanese Equities,
Hilary Blandy Investment Manager, Fixed Income,
Jason Pidcock Investment Manager, Asian Equities,
Luca Evangelisti Investment Manager & Head of Credit Research, Fixed Income
Philippe Lüthy Senior Institutional Consultant, AON
Moderator: Francisco Amorim Head of Business Development, Iberia
16:30 - 17:00
External speaker: Astronaut Selection Expert and Elite Performance Consultant
17:00 -
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
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
- 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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