09:00 KEYNOTE: INVESTING IN THE AGE OF LONGEVITY

Jim Mellon, Chairman, Burnbae Group 

Discussion Points

• Life expectancy in developed markets will increase to 110–120 years, and the first person to live to 150 is alive today
• The technologies that will drive this increase exist today, and do not include revolutionary stem cell and gene therapies
• Longer life expectancy will transform societies and change the trajectory of education, careers and retirement
• The longevity industry will grow into the world’s largest industry

10:00 FINDING ALPHA IN GLOBAL EQUITIES TODAY

Josh Rubin, Client Portfolio Manager, Thornburg Investment Management

Session Points

• Can investors still be rewarded? It’s hard for ‘prudent’ investors in a long bull market that’s all about momentum
• Where to take risk? Stock selection is more important than ever
• Why does flexibility matter? Benefits of an agile approach to long-term global equity investing
• Why focus? A selective quality-bias, focused on valuations and paths to success, provides the ability to add value in many different market environments

Highlights of the Fund - Thornburg Global Opportunities (‘GO’) Strategy

• 30 – 40 high conviction positions, focused on capital appreciation.
• Proven history of unconstrained investing since 2006, with low correlation to equity markets.
• The Strategy celebrates relative outperformance of approximately 400bps (annualized) since its inception
• Available as a UCITS fund for non-US professional investors.

10:00 GAM - GLOBAL TECHNOLOGY FUND

Mark Hawtin, Investment Director

Session Points

Highlights of the Fund -  GAM Star Technology Fund

• Invests globally in a diversified portfolio of technology related companies
• Seeks to capture the extraordinary opportunities arising from the third generation shift in technology
• Managed by Mark Hawtin with over 30 years’ experience and a proven track record of adding value and controlling risk in technology focused portfolios
• Launched in February 2011 and has delivered 11.9% pa net of fees since inception*

Stephen Anness, Global Equities Fund Manager

Session Points

• Following a 9-year equity bull market run, how to seek out valuation opportunities and mispricing of stocks in an equity market no longer described as cheap
• A high conviction, unconstrained and style-agnostic approach to stock selection
• Focusing on a concentrated number of companies to identify a selection of compelling investment opportunities

Fund Highlights -The Invesco Perpetual Global Opportunities Fund

• The Invesco Perpetual Global Opportunities Fund is a concentrated, high conviction global equities portfolio.
• Managed by an experienced investment team, the portfolio focuses on idiosyncratic stock risk, is benchmark agnostic and contrarian in nature.
• We seek to exploit valuation anomalies in markets and back our judgement with high conviction stock positioning
• The fund has achieved an annualised return of 17.82% over a 5 year period

11:15    INVESTING IN THE DIGITAL FUTURE OF FINANCIALS

 

Ed Verstappen, Trends Investing Team

 

 

 

Session Points

• Fintech is moving from the experimental, start-up phase to the mainstream
• Digitization of the financial sector will drive significant growth
• Listed fintech opens up exciting investment opportunities across three segments: today’s winners, enablers and challengers.

Fund Highlghts - Robeco Global FinTech Equities

Robeco Global FinTech Equities invests in three types of fintech companies: winners that stand out from their peers, enablers that help the financial industry develop and implement technology, and young challengers with the potential to become tomorrow’s winners.

• High conviction - Concentrated, benchmark-agnostic portfolio of 40-70 high-growth companies.
• Trends investing - Top-down selection of long-term secular growth trends is combined with bottom-up stock picking.
• Risk management - Proprietary universe that adheres to strict inclusion criteria and diversification across winners, challengers and enablers.

13:30 BEATING THE STREET – THE OPPORTUNITIES IN EUROPEAN MID-CAPS

 

Graham Clapp, Portfolio Manager

Session Points

• Identifying companies where share prices have diverged from earnings
• Exploiting analyst forecasting errors
• Pragmatic to style with a focus on idiosyncratic risk
  

Highlights of the Fund - The RWC Continental European Equity Fund

• A long-only, fundamentally driven European equity fund with a focus on mid-cap opportunities.
• The strategy is managed by the RWC European Equity team, who currently manage $xxx in both long/short and long-only European equity funds.
• The investment team of seven joined RWC in September 2017 from Pensato, including lead manager Graham Clap and co-portfolio managers Edward Rumble and Russell Champion who worked with Graham at Fidelity.
• A UCITS vehicle investing across continental Europe, but with a limited exposure to UK-based companies

13:30   THE FUTURE IS ROBOTICS

Richard Lightbound, Portfolio Manager

Session Points

Highlights of the Fund - ROBO Global

• ROBO Global® has an exclusive focus on the robotics, automation and artificial intelligence (“RAAI”) investment theme
• We were first to market in 2013 and provide services around: research, our index series and advisory work
• The ROBO Global® Index was up 47% in 2017 and currently has over USD3.5bn of total AUM tracking across various ETFs and Index Funds managed by our partners
• Our coverage team includes true robotics experts and entrepreneurs with over 150 years of combined experience and 5 PhDs
  
  

14:45  FINDING INCOME IN AN UNCERTAIN WORLD

Charles Glasse, Fund Manager

Session Points

• The Turkish stock market posted one of the five best gains globally in 2017, despite the recent political turmoil and economic slowdown
• The country remains an attractive long-term investment destination for those willing to withstand short-term volatility and look past the turmoil of geopolitics
• Turkey continues to offer growth opportunities to equity investors through continued government economic stimulus and exposure to favourable demographics

 

USPs of the Fund

• 20-year experienced fund manager and core management team that have witnessed all cycles and crises of Turkey in terms of the Turkish equity market
• Very strong local presence with global vision
• Long-term relationship with company managements and business professionals

FRONTIER MARKETS: ACCESSING THE NEXT GENERATION OF EMERGING MARKETS

 

Andrea Federici, Managing Partner

Session Points

• Access rapidly growing capital markets in frontier economies
• Diversify into dynamic, fast growing and locally driven economies with low correlation to more developed markets
• Accessing Frontier Market opportunities through the application of behavioural finance
  

 

USPs of the Fund

• The managers have invested their own capital directly in the strategy and are also shareholders of the company. The interests of Kallisto’s managers are fully aligned with investors 
• Investment team with long term focus on Frontier Equity Markets and demonstrated ability to navigate tough market environments successfully
• Active risk management through flexible exposure to individual markets
• Transparency of fund exposure and a highly liquid portfolio - over 95% of the portfolio can be liquidated within a week

14:45 - ARTIFICIAL INTELLIGENCE (AI) - A FUTURE THAT WORKS: AUTOMATION, EMPLOYMENT, PRODUCTIVITY AND THE IMPACT ON EMERGING MARKETS

 

Session Points

• Is AI developing faster than anticipated? Can societies cope?
• How robots, AI and machine learning will affect employment and public policy in developed and emerging economies
• Innovation and Inequality - the major challenge for policymakers