On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
Today, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as Schroders' John Mensack.
Emerging Market Debt
John Mensack is a Senior Investment Director – Emerging Markets for the Schroder Emerging Market Debt Relative (NY) and the Emerging Market Equity teams. On today's event, he will discuss about opportunities in emerging Market Debt. "We believe that value exists across the emerging market debt (“EMD”) opportunity set in every market cycle and episode of structural change and can be identified through fundamental research and time-tested investment tools. It makes no sense to structurally overweight any one sub-segment of this asset class. We advocate an integrated, dynamic asset allocation approach utilizing the entire EMD opportunity set as the best way to balance risk and return and optimize exposure to this asset class." He mentions.
Mensack is embedded within both EM teams, and serves as a client portfolio manager. He joined Schroders in 2011. Prior to joining Schroders, John was Head of Institutional Distribution at Peachtree Asset Management, an insurance-linked asset management firm. From 2004 to 2009, he was a Managing Director of Hamilton Lane Advisors, where, among other duties, he was CEO of the hedge fund of funds unit. He also was Head of Institutional Sales for Hawthorne, the nation’s largest independent multi-family office, from 2001 to 2004. Mensack was also Senior Vice President of the Nationwide/Gartmore group of companies from 1999 to 2002. From 1987 to 1999, John worked in a series of senior roles for SEI Investments, rising to Head of Non-US Marketing for the Investment Management division. His research report The Case for Long/Short Equity as a Tool in Traditional Asset Class Construction was published in The Journal of Wealth Management in Spring 2003. Mensacks holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BA in Finance/Economics (dual major) from Temple University.