Vinci Compass - Investment Week London
08:45 - 09:00
Welcome Coffee
09:00 - 09:45
UBS House View
09:45 - 10:30
Outlook for Europe
10:30 - 11:15
China Overview
11:15 - 11:30
BREAK
11:30 - 12:15
AI and Robotics
12:15 - 13:00
UBS UCITs ETF Platform
13:00 - 13:45
LUNCH
Post Trump Trade Landscape
13:45 - 14:30
Investment Floor Walking Tour – Portfolio Engineering & Quant Models
14:30 - 15:15
CIG Platform: HY Credit & CLOs
15:15 - 16:15
Emerging Markets Debt
16:15 - 16:30
CLOSING REMARKS
08:45 - 09:00
WELCOME COFFEE
09:00 - 09:45
Nomura House View
09:45 - 10:30
Global Equities
10:30 - 11:15
Asia ex Japan and India Equity
11:15 - 11:30
BREAK
11:30 - 12:15
Japan Equities
12:15 - 13:00
Global Dynamic Bond
13:00 - 13:45
LUNCH AT NOMURA´S OFFICES
Intro to Macquirie
13:45 - 14:30
Investment Floor Walking Tour & Group Photo
14:30 - 15:15
High Yield Credit
15:15 - 16:15
Corporate Hybrid Bonds
16:15 - 16:30
CLOSING REMARKS
08:45 - 09:00
WELCOME COFFEE
09:00 - 09:15
Introduction to Ninety One
09:15 - 10:00
Investment Institute Update & Macro View
10:00 - 11:00
Asian & All China Equity
10:15 - 11:00
Asian Equities Overview
11:00 - 11:15
BREAK
11:15 - 12:30
Global & European Equity
12:30 - 13:15
Quality Approach to Equities
13:15 - 14:00
LUNCH - BREAK
14:00 - 15:00
Emerging Markets Debt Overview and Investment Process Tools
14:45 - 15:00
Comfort Break
15:00 - 16:00
Global Credit Income
16:00 - 17:00
Global Natural Resources
17:00 - 19:00
TEAM DRINKS
08:45 - 09:00
WELCOME COFFEE
09:00 - 09:05
Welcome Remarks
09:05 - 09:20
Intro to Jupiter Platform
09:20 - 10:20
Macro Outlook & Global Fixed Income
10:20 - 11:00
Leverage Credit Outlook
11:00 - 11:20
BREAK
11:20 - 12:30
Merian Systematic Platform (Asia, World, GEAR) Visit to quant process
12:30 - 13:15
LUNCH AT JUPITER OFFICES
Outlook for India
13:15 - 14:00
Investment Floor Walking Tour & Group Photo
14:00 - 14:45
European Equities Outlook
14:45 - 15:30
Breakout Session 1
- Outlook for Asia and China
- Contingent Capital – AT1
15:30 - 16:15
Breakout Session 2
- Outlook for Japan
- Gold & Silver
16:15 - 16:30
CLOSING REMARKS
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 Europe and Latin America
- 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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