Last updated: 02:57 / Wednesday, 13 October 2021
14–15 October at Ritz Carlton Golf Resort in Naples

The VII Edition of the Funds Society Investments Summit will Bring Together Asset Managers from Across the World

  • After listening to the investments ideas of the sponsors on October 14th, the VII edition of the "Funds Society Golf Tournament" will be held on October 15th
  • Both RWC and Janus Henderson will be addressing emerging markets in their presentations
  • M&G, Vontobel, Thornburg, Amundi, Newton and Wellington Management will also intervene in the summit

The VII edition of the Funds Society Investments Summit will bring together again asset managers from across the globe. The event will be held on October 14th and 15th at the Ritz Carlton Golf Resort in Naples (Florida). After listening to the investments ideas and the outlook of the sponsors during the Investments Day (October 14th), the VII edition of the "Funds Society Golf Tournament" will be held in the morning of October 15th at the Tiburon Golf Club.

This seventh edition will have John M. Malloy Jr from RWC as one of its speakers, who will be presenting the company's Emerging and Frontier Markets offer. At the event, the RWC portfolio manager will comment on the fund which is managed by a team of 21 people. These strategies are managed by him and James Johnstone. A 21-strong team, prioritising face-to-face research to inform idea generation. This provides on-the-ground knowledge and ability to seek out a wide range of opportunities across the emerging and frontier markets spectrum. The investment team brings together the economic and cultural perspectives of 14 nationalities, speaking 17 languages and drawing on business experience having worked together around the world for over twenty years, according to the company’s information.

Emerging markets will also be the theme that Janus Henderson will address in its presentation. The company will introduce “Emerging Market Equities” by Daniel J. Graña, CFA, portfolio manager of Emerging Markets who will share the presentation with Matthew Culley, assistant portfolio manager. The Janus Henderson Emerging Markets Fund aims to provide a return, from a combination of capital growth and income over the long term. The Fund invests at least two-thirds of its assets in shares (equities) and equity-related securities of companies, of any size, in any industry, in emerging markets, according to the firm information.

M&G Investments will discuss the benefits, market valuations and opportunities of floating rate high yieldsJames Tomlins, manager of M&G (Lux) Global Floating Rate High Yield Fund, will speak about the opportunities that high yield can offer in a reflationary pressures scenario. Tomlins has more than a decade of experience in high yield credit, joined M&G in June 2011 and started managing fixed income portfolios in January 2014. He manages Global High Yield Bond, the Global Floating Rate High Yield and the Global High Yield ESG Bond strategies.

As for Vontobel, it will focus its dissertation on the importance of quality assets when seeking investments. Ben Falcone, CFA, Head of Client Portfolio Manager Team Quality Growth Boutique, will be presenting “Quality or Nothing”. Falcone joined Vontobel Asset Management in March 2015 as a Client Portfolio Manager for the firm’s Quality Growth Boutique. He is responsible for communicating the firm’s philosophy, process, performance, portfolio positioning and risk management.

Alec Murray, Senior Vice President Head of Equity Client Portfolio Managers at Amundi, will make his presentation on management. He leads a team of client portfolio managers that are responsible for representing the investment philosophy, process and performance of the firm’s equity strategies, and providing updates on financial market trends and the firm’s economic outlook to clients and their advisors.

George Saffaye, Managing Director of Global Investment Strategist at BNY Mellon will present “Mobility Innovation for the future” in this seventh edition of the Funds Society Investment Summit & Golf. Saffaye is a global investment strategist for the Thematic Equity, US Large Cap Growth Equity, US Small Mid Cap Growth Equity and Global Natural Resources strategies. In this role, he guides the messaging and positioning of investment strategies. He is a critical interface between client-facing staff and investment teams, according to the firm information.

Meanwhile, Thornburg will intervene with a conference on "Bond Investing in a Low Yield Environment" by the client portfolio manager, Robert Costello, CFA. He will talk about both the Thornburg Limited Term and the Thornburg Strategic Income. The first one is a flexible, actively managed, core portfolio of high-quality U.S. dollar-denominated bonds. The Thornburg Strategic Income Fund is a global, income-oriented fund with a flexible mandate focused on paying an attractive, sustainable yield. 

Lastly, the concerns for the future and the issues that the new generations of the industry will have to deal with will be the focus of the presentation of Manulife Investment Management. During the event, Clinton Graham, Vice President and Portfolio Advisor of Wellington Management, will talk about his study “Next Generation Themes”. The presentation will be divided into four well-defined parts: The Case for Long-term Themes, The FinTech Opportunity, Thematic Healthcare Investing and finally the 5G 5G Data Evolution. As a portfolio advisor with Wellington Management, Graham works closely with portfolio managers as well as the firm’s macroanalysts and asset allocation strategists to articulate the investment strategies to clients and prospects.

For more information and/or to register for the Investments Summit 2021, follow this link.