Vinci Compass - Investment Week London

5 Broadgate, London, UK

08:00
Departure from the hotel to UBS offices

08:30 – 09:00
Welcome remarks & UBS asset management overview, Felipe Terrazas and Olivier Ngoumou-Jikam

09:00 – 09:45
Global investment outlook: navigating an evolving market landscape, William Myers

09:45 – 10:30
European value equities: opportunities in a changing market environment, Chloe Hickey‑Jones and Philip Haigh

10:30 – 11:00
Break & tour

11:00 – 11:45
China equities: structural growth and market dynamics, Bin Shi

11:45 – 12:30
Investing with UCITS ETFs: building blocks for portfolio construction, Nina Petrini and Amanda Rebello

12:30 – 13:00
Lunch

13:00 – 13:45
Trading: market structure, liquidity & execution excellence, Lynn Challenger and Stuart Lawrence

13:45 – 14:30
Alternatives beyond traditional markets, David Warner

14:30 – 14:45
Coffee break

14:45 – 15:30
Relative value opportunities across loans, CLOs and high yield markets, Andrew Marshak and Jakob von Kalckreuth

15:30 – 16:15
Emerging markets debt: resilience, yield and diversification, Sangram Jadhav

1 Angel Lane, EC4R 3AB, London

08:25
Departure from the hotel to Nomura offices

08:45 – 09:00
Arrival and registration

09:00 – 09:15
Introductions and NAM overview, Mari Nakamura

09:15 – 10:00
Global economic outlook: navigating the energy shock, George Buckley

10:00 – 10:45
Fixed income macro outlook & Nomura global dynamic bond update, Richard Hodges

10:45 – 11:00
Coffee break

11:00 – 11:45
Evolving geopolitics and the outlook for high yield, Brett Collins

11:45 – 12:30
Corporate hybrid bond strategy, Julian Marks

12:30 – 14:00
Lunch

14:00 – 14:45
India and Asia ex Japan outlook & investment capabilities, Vipul Mehta

14:45 – 15:30
Short and long term opportunities investing in Japan, Andrew McCagg

15:30 – 15:45
Coffee break

15:45 – 16:30
Global equities macro outlook (in spanish), Javier Panizo

16:30 – 17:15
Real assets – global listed infrastructure, Douglas Hayes

17:15- 17:20
Closing statement, Douglas Stewart

17:20- 19:30
Drinks reception on the terrace – 5th floor (1 Angel Lane, EC4R 3AB, London)

55 Gresham Street, London, EC2V 7EL

08:25
Departure from the hotel to Ninety One offices

08:45 – 09:00
Welcome coffee

09:00 – 09:15
Introduction to Ninety One

09:15 – 10:00
Investment institute update & macro view, Philip Saunders

10:00 – 11:00
Asian & all China equity, Charlie Linton and Wenchang Ma

11:00 – 11:15
Break

11:15 – 12:30
Global & european equity, Dan Hanbury and Ben Lambert

12:30 – 13:15
Global natural resources, Dawid Heyl

13:15 – 14:00
Lunch

14:00 – 15:00
Emerging markets debt overview and investment process, Alan Siow and Thys Louw

15:00 – 16:00
Global credit income, Darpan Harar

16:00 – 16:15
Break

16:15 – 17:00
Quality approach to equities, Joseph Knight

17:00 – 17:15
Closing remarks, Richard Garland

17:00 – 19:00
Free time

19:00 – 22:00
Dinner at Cabotte (48 Gresham Street, EC2V 7AY, London)

Zig Zag Building, 70 Victoria Street, London SW1E 6SQ

08:10
Departure from the hotel to Jupiter offices

08:45 – 09:00
Welcome coffee

09:00 – 09:05
Welcome remarks, William Lopez and Santiago Mata

09:05 – 09:20
Intro to Jupiter platform, Matthew Beesley

09:20 – 10:20
Macro outlook & global fixed income, Ariel Bezalel

10:20 – 11:00
Global high yield, Adam Darling

11:00 – 11:20
Coffee break

11:20 – 12:30
Merian systematics, Amadeo Alentorn

I. Asia, world & GEAR

II. Visit to quant process (how computer take decisions)

12:30 – 13:15
Lunch – India, Avinash Vazirani

13:15 – 13:45
Investment floor walking tour & group photo

13:45 – 14:00
Coffee break

14:00 – 14:45
European equity, Niall Gallagher

14:45 – 15:30
Breakout sessions:

Option 1: Asia, Jason Pidcock

Option 2: Corporate financials (AT1s), Luca Evangelisti

15:30 – 16:15
Breakout sessions:

Option 1: Japan equities, Mitesh Patel

Option 2: Gold & silver, Ned Naylor-Leyland

16:15 – 16:30
Closing remarks

16:30 – 18:00
Free time

19:00 – 22:00
Dinner at the Amazonico (10 Berkeley Square, W1J 6BR)