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Week 1: IM|Power Connect - CET/CEST (Cent Europe Summer, GMT+2)
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Week 1: IM|Power Connect - CET/CEST (Cent Europe Summer, GMT+2)
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09:40 - 09:455 mins
IM|Power Connect
Introduction to IM|Power Connect
09:45 - 10:1530 mins
IM|Power Connect
The Global Macro Overview 2020: Making bold political and economic call ahead of the consensus and interpreting the implications for financial markets
- Charles Dumas - Director & Chief Economist, TS Lombard
10:30 - 11:0030 mins
IM|Power Connect
Insight from leading outsourced CIO providers – how top fund buyers are resetting their portfolios and selection criteria
- Laurent Auchlin - Managing Partner, Anglo-Swiss Advisors
- Philippe Schindler - CEO, Heravest
- Christophe Orly - Global Investment Strategist, Independent Consultant
11:15 - 11:4530 mins
Portfolio Manager Presentation 1
Manulife – Sustainable Asia Bond Fund (Round 1)
- Murray Collis - Deputy Chief Investment Officer, Fixed Income, Asia (ex. Japan) and Head of Fixed Income, Singapore, Manulife Investment Management
11:15 - 11:4530 mins
Portfolio Manager Presentation 2
Principal Global Investors – Global Property Securities Fund (Round 1)
- Simon Hedger - Global Portfolio Manager, Real Estate Securities, Principal Global Investors
12:00 - 12:3030 mins
Portfolio Manager Presentation 1
Principal Global Investors – Global Property Securities Fund (Round 2)
- Simon Hedger - Global Portfolio Manager, Real Estate Securities, Principal Global Investors
12:00 - 12:3030 mins
Portfolio Manager Presentation 2
Manulife – Pan Asia Bonds (Round 2)
- Neal Capecci - Managing Director, Portfolio Manager of the Asian Bond Absolute Return Fund, Manulife
12:30 - 13:3060 mins
Investor Lunch
13:30 - 14:0030 mins
Portfolio Manager Presentation 1
US Quality Growth, Seilern America Fund
- Corentin Massin - Research Analyst & Portfolio Manager, Seilern Investment Management
13:30 - 14:0030 mins
Portfolio Manager Presentation 2
Ninety One Global Environment Fund
- Deirdre Cooper - Portfolio Manager, Ninety One
14:15 - 14:4530 mins
Portfolio Manager Presentation 1
Ninety One Global Environment Fund
- Deirdre Cooper - Portfolio Manager, Ninety One
14:15 - 14:4530 mins
Portfolio Manager Presentation 2
European Quality Growth, Seilern Europa
- Corentin Massin - Research Analyst & Portfolio Manager, Seilern Investment Management
15:00 - 15:3030 mins
IM|Power Connect
Closing Keynote Discussion from the former CIO of Credit Suisse WM and author Michael O’Sullivan in discussion with a leader in alternative investments on future opportunities
- Michael O'Sullivan - Author, 'The Levelling'
- Simon Calton - Founder and CEO, Carlton James Group
15:30 - 15:355 mins
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