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Week 1: IM|Power Connect

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Week 1: IM|Power Connect

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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
      End of broadcast
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