Evenco Internacional ha organizado este jueves en Madrid su II Fund Forum, un encuentro de gestoras internacionales con profesionales de la gestión y distribución de fondos, inversores institucionales, selectores de fondos y gestores donde se presentan las últimas ideas en materia de inversión.
El acto, presentado por el CEO de Feelcapital Antonio Banda, contará con la presencia del anterior primer ministro portugués Pedro Passos Coelho, que hablará de su experiencia al frente del Gobierno luso durante la última crisis económica.
AGENDA 9.20 – 9.50
GENERALI INVESTMENTS SICAV SRI AGEING POPULATION: TRANSFORMING A MAJOR TREND INTO AN INVESTMENT OPPORTUNITY.
Olivier Cassé, CFA, Senior Equity Fund Manager. 9.55 – 10.25
VOLATILITY AND VALUATIONS: HOW TO PREVAIL AS A FUNDAMENTAL STOCK PICKER IN THE CURRENT MARKET ENVIRONMENT?
Emmanuel Chapuis, CFA, Co-Head of Fundamental Equities.
10.30 – 11
BIG DATA : THE DIGITAL REVOLUTION TRANSFORMING THE CORPORATE WORLD
Nan Zhang, Fund Manager. 11.40 – 12.10
VONTOBEL FUND-US EQUITY
Matthew William Benkendor, CIO. 12.15 – 12.45
GENERATING ABSOLUTE RETURNS IN ALL MARKET CONDITIONS
Neil Goddin, Fund Manager.
12.50 – 1.10 DEBATE 1 2.20 – 2.50
BONDS ARE FOREVER…007 REASONS TO KEEP SOME DURATION RISK
Fabrizio Quirighetti, Co-Head of Multi-Asset, CIO. 2.55 – 3.25
INCOME OPPORTUNITIES FROM SHORTER DATED EM BONDS
Tim Jagger, Head of Emerging Market Debt.
3.30 – 4
THE POWER OF ASSET ALLOCATION: ACTIVE INVESTING IN PURSUIT OF SUPERIOR RISK ADJUSTED RETURNS
Michalis Rikos, Portfolio Manager. 4.40 – 5.10
MULTI-STRATEGY FIXED INCOME: DELIVERING THE OUTCOMES YOU NEED FROM FIXED INCOME
Joubeen Hurren, Senior Portfolio Manager.
5.15 -5.35 DEBATE 2
5.40 – 6.10 KEYNOTE SPEAKER PEDRO PASSOS COELHO
PORTUGAL’S FORMER PRIME MINISTER
