|Job title||Investment Director|
|Title||Why technology now?|
|Content||Leading technology sector expert with 30 years' industry experience. |
The range of possibilities presented by the 6.6 billion mobile subscriptions users worldwide, the replacement of knowledge-based jobs with technology, machine-to-machine communications and the relentless evolution of cloud computing, coupled with the abundance of high quality, well-established but unfavoured companies in the technology sector create a compelling investment case. Mark will explain how an active approach to investing is crucial to avoid over-valued stocks and discover the winners in the new tech cycle.
|Biog||Mark Hawtin is an Investment Director responsible for running global long only and long/short funds investing in the technology sector. Prior to joining GAM in October 2008, he was a partner and portfolio manager with Marshall Wace Asset Management for eight years, managing one of Europe’s largest technology, media and telecoms hedge funds. Mr Hawtin previously spent seven years at Enskilda Securities, initially as head of sales, before taking responsibility for the international equity business, overseeing pan-European research and trading activities and around a quarter of the investment banking staff.|
|Job title||Investment Director|
|Title||European equities: dynamic, recovering, fast growing and different than you think|
|Content||European equities investment manager with over 16 years’ industry experience.|
Many of the factors that have kept investors away from European equities are dissipating and we see increasing reasons to be positive about the region. Niall will explain how a combination of high conviction stock picking, a non-thematic style of investing and a genuinely long-term approach offers the best way to invest in a region that is often misunderstood and offers potential for accessing a strong recovery in depressed economies, as well as the structural growth opportunities from some of the world’s leading companies.
|Biog||Niall Gallagher is an Investment Director responsible for European markets. Prior to joining GAM in November 2009, Mr Gallagher worked as a portfolio manager managing pan-European equities and Continental European equities at T. Rowe Price for two years. Before that, he was at BlackRock for nine years, where he worked as an investment analyst before managing both continental European and pan-European equity strategies. He began his career as an economist at the Bank of England. Mr Gallagher holds a BA in Economics from Manchester Metropolitan University, an MSc in Economics and Finance from Warwick University, and is a CFA Charterholder.|
|Job title||Managing Director and Portfolio Manager, Emerging Market Debt, Goldman Sachs Asset Management|
|Company||Goldman Sachs Asset Management|
|Title||Capturing opportunities in Emerging Market Debt|
|Content||Growth & Emerging Market Debt represents an evolving and increasingly diversified asset class. In his presentation, Yacov Arnopolin will provide an Emerging Market Debt outlook for 2015, outlining the key market and macro questions on investors’ minds. Yacov will also discuss how investors are approaching their allocations to Emerging Market Debt and sharing his team’s thoughts on where the key opportunities lie across the asset class.|
|Biog||Yacov is a portfolio manager on the Goldman Sachs Asset Management Fixed Income Emerging Market Debt team. He joined Goldman Sachs in 2012 as a vice president and was named managing director in 2013. |
Prior to joining the firm, Yacov was a portfolio manager and strategist focused on emerging markets macro and credit at Fortress Macro Funds. Yacov managed positions across regions and asset classes, including rates, currencies and sovereign and corporate debt from 2007 to 2012. Earlier, he was on the sell-side for eight years, trading mortgages and emerging market debt products in the Fixed Income departments at Citigroup and later Deutsche Bank.
Yacov earned a BS in Economics from Carnegie Mellon University.
|Job title||Head of Fixed Income|
|Title||Achieving fixed income alpha in a rising interest rate or widening credit spread environment|
|Content||Corporate bonds have generated tremendous returns since the global financial crisis however such levels of return look increasingly like a thing of the past. Both yields and spreads are unusually low today, and this simply does not allow for returns to come anywhere close to matching those of the last five years. Market conditions can change quickly and in such a potentially uncertain environment investors may find that a conventional approach to fixed income may leave them exposed to adverse conditions. Jim Cielinski, Threadneedle Investments Head of Fixed Income, will explain how adopting a fixed income strategy with a flexible approach to asset allocation, designed to generate positive returns irrespective of market conditions, could be their best option.|
|Biog||Jim Cielinski joined Threadneedle Investments in 2010 as Head of Fixed Income. In this role he is responsible for the overall management of the fixed income business, including investment process, product development and investment strategy. He manages the Threadneedle (Lux) Global Opportunities Bond and is also a key participant in Threadneedle’s asset allocation process. Jim is also Head of Global Fixed Income across the combined entities of Threadneedle and sister-company Columbia Management. Before joining Threadneedle Jim spent 12 years at Goldman Sachs, leaving as Head of Global Credit – Investment Grade. He has also held senior investment roles at Utah Retirement Systems and Brown Brothers Harriman. Jim graduated from the University of Utah in 1983 with a BSc in Finance and gained an MBA from New York University in 1988. He is a Chartered Financial Analyst and a member of the UK CFA Society.|