Vinci Compass - Investment Week London
08:00 - 15:00
Arrival and Check In
18:30 - 21:30
Welcome Dinner with UBS
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
09:00 - 09:15
Arrival and Registration
09:15 - 09:30
Introductions and NAM Overview
09:30 - 10:15
Fixed Income Macro Outlook & Nomura Global Dynamic Bond Update
10:15 - 11:00
Evolving Geopolitics and the Outlook for High Yield
11:00 - 11:15
COFFEE BREAK
11:15 - 12:00
Corporate Hybrid Bond Strategy
12:00 - 12:45
Emerging Market Debt Outlook & Capabilities - TBC
12:45 - 14:00
LUNCH
14:00 - 14:45
India and Asia EM Outlook & Investment Capabilities
14:45 - 15:30
Short and Long Term Opportunities investing in Japan
15:30 - 16:15
Global Equities Macro Outlook (in Spanish)
16:15 - 16:30
16:30 - 18:30
COCKTAILS ON THE TERRACE
5th Floor
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
11:00 - 11:15
BREAK
11:15 - 12:30
Global & European Equity
12:30 - 13:15
13:15 - 14:00
LUNCH - BREAK
14:00 - 15:00
Emerging Markets Debt Overview and Investment Process Tools
15:00 - 16:00
16:00 - 17:00
17:00 - 19:00
TEAM DRINKS
08:45 - 09:00
WELCOME COFFEE
09:00 - 09:05
09:05 - 09:20
09:20 - 10:20
Macro Outlook & Global Fixed Income
10:20 - 11:00
11:00 - 11:20
COFFEE BREAK
11:20 - 12:30
Merian Systematics
I. Asia, World & GEAR
II. Visit to quant process (how computer take decisions)
12:30 - 13:15
LUNCH AT JUPITER OFFICES
13:15 - 13:45
Investment Floor Walking Tour & Group Photo
13:45 - 14:00
COFFEE BREAK
14:00 - 14:45
14:45 - 15:30
15:30 - 16:15
Breakout Sessions - Japan | Gold & Silver
16:15 - 16:30
CLOSING REMARKS
16:30 - 18:00
Free Time
18:00 - 20:00
WORLD CUP - Dinner & Football
Ecuador vs Germany
Mari Nakamura
- Senior Managing Director, GBU, NAM Chief Executive Officer, NAMUK
- Nomura Asset Management
Richard “Dickie” Hodges
- Head of Unconstrained Fixed Income
- Nomura Asset Management
Brett Collins
- USHY Client Portfolio Manager
- Nomura Asset Management
Julian Marks
- Head & Portfolio Manager of Corporate Hybrids
- Nomura Asset Management
Vipul Mehta
- Head of Investment Asia Pacific ex Japan
- Nomura Asset Management
Andrew McCagg
- Japan Equity Senior Client Portfolio Manager
- Nomura Asset Management
Javier Panizo
- Global High Conviction Portolfio Manager
- Nomura Asset Management
Philip Saunders
- Director of the Ninety One Investment Institute
- Ninety One
Sahil Mahtani
- Director: Investment Institute
- Ninety One
Charlie Linton
- Portfolio Manager
- Ninety One
Wenchang Ma
- Portfolio Manager
- Ninety One
Dan Hanbury
- Portfolio Manager
- Ninety One
Ben Lambert
- Portfolio Manager
- Ninety One
Dawid Heyl
- Portfolio Manager
- Ninety One
Alan Siow
- Co-head of Emerging Market Corporate Debt
- Ninety One
Thys Louw
- Portfolio Manager
- Ninety One
Darpan Harar
- Portfolio Manager, Co-Head Developed Markets Specialist Credit
- Ninety One
Joseph Knight
- Portfolio Specialist
- Ninety One
William Lopez
- Head of Europe and Latin America
- Jupiter Asset Management
Santiago Mata
- Business Development Director
- Jupiter Asset Management
Matthew Beesley
- Chief Executive Officer
- Jupiter Asset Management
Ariel Bezalel
- Investment Manager, Fixed Income
- Jupiter Asset Management
Adam Darling
- Investment Manager, Fixed Income
- Jupiter Asset Management
Amadeo Alentorn
- Investment Manager, Head of Systematic Equities
- Jupiter Asset Management
Avinash Vazirani
- Investment Manager, Indian Equities
- Jupiter Asset Management
Niall Gallagher
- Investment Manager, European Equities
- Jupiter Asset Management
Jason Pidcock
- Investment Manager, Asian Equities
- Jupiter Asset Management
Luca Evangelisti
- Investment Manager & Head of Credit Research, Fixed Income
- Jupiter Asset Management
Mitesh Patel
- Investment Manager
- Jupiter Asset Management
Ned Naylor
- Investment Manager
- Jupiter Asset Management
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