INVEST IN UNIQUE PERSPECTIVES

Please note, this event is open to professional or institutional investors only. Not suitable for a retail audience.

Welcome

Today, investors face a world of continuous change. We explore how to adapt portfolios for the opportunities and risks as we transition to a new macro regime with growing divergence among economies and geopolitical risk.

We will drill down into the escalating climate and environmental challenge with our climate science partners at Woodwell Climate Research Center, and host an in-depth geopolitical discussion focused on the increasingly pivotal role of China.

CPD accreditation

This event is eligible for four hours of continuing professional development (CPD).

Agenda

TUESDAY 10 OCTOBER

08:30 Registration and light breakfast
09:00 Welcome
09:05

Plenary session 1: Deglobalisation & divergence: opportunity or threat?

John Butler, Head of Macro
Natasha Brook-Walters, Co-Head of Investment Strategy
09:45

Plenary session 2: Translating climate science into investment opportunities

Dr. Christopher Schwalm Ph.D., Researcher, Woodwell Climate Research Centre
Alan Hsu, Portfolio Manager
Moderator: Daouii Abouchere, Director, Sustainable Investments, EMEA

10:25 Coffee break
11:00 Breakout session 1
11:35 Breakout session 2
12:10

Plenary session 3: Weighing China’s role in the new world order

Thomas Mucha, Geopolitical Strategist
James Kynge, Global China Editor, Financial Times
Moderator: Bob Sharma, CFA, Relationship Manager
12:50 Concluding remarks
13:00 Networking lunch
14:00 Event close

* Agenda subject to change

Breakout Sessions

Credit investing in the new regime

We expect a profound change in the economic environment during the next decade. Against this backdrop, the investment landscape for credit is also evolving and a new regime with a different set of opportunities and risks has emerged. Join our credit portfolio managers, each with their own investment style, to debate and discuss how they believe fixed income investors can use this new regime to their advantage.

Paul Skinner, Fixed Income Investment Director
Konstantin Leidman, CFA, Fixed Income Portfolio Manager
Mahmoud El-Shaer, CFA, Fixed Income Portfolio Manager

A future of thematic investing. An opportunity for sustainable growth in an era of constant change

Active thematic equities investing is about accessing the most exciting structural opportunities aligned with ongoing global economic development, defined as a more sustainable, inclusive, and innovative future. Hear from Portfolio Manager Simon Henry on how to take advantage of a market that underappreciates the role of economic development on profit pools.

Simon Henry, CFA, Portfolio Manager

People, Planet, Profit — Investing for the long term with a stewardship mindset

Join Portfolio Manager Yolanda Courtines to learn more about the Wellington Global Stewards Fund, a core global equity fund, which invests in companies that display superior stewardship and prioritise all stakeholders in the pursuit of profit. As well as delving deeper into what constitutes exemplary stewardship, Yolanda will explore how the team takes advantage of being a boutique within a large active asset manager to help drive long-term value and meet its Article 9 requirements.

Yolanda Courtines, CFA, Equity Portfolio Manager

Global Impact Bond: impact without compromise

The Wellington Global Impact Bond Fund offers investors an opportunity to actively address the world’s major social and environmental challenges, within a core, multi-sector fixed income portfolio, premised on seeking to deliver competitive financial returns. Discover how we ensure a high degree of integrity in our impact objectives, while using our sector rotation and security selection expertise to target attractive returns, which we believe enables clients to align values and financial goals without compromise.

Campe Goodman, CFA, Fixed Income Portfolio Manager
Will Prentis, Investment Specialist

Can venture capital really shape the future of climate investing?

The climate crisis is here. We think capital markets play a critical role in scaling companies that develop innovative climate solutions. Find out what we think it takes to address this challenge through venture capital.

A.J. McGuire, CMT, Investment Director, Private Investments

Speakers

Plenary sessions

John Butler

Head of Macro
Read bio

Natasha Brook-Walters

Co-Head of Investment Strategy
Read bio

Dr. Christopher Schwalm Ph.D.

Researcher
Read bio

Daouii Abouchere

Director, Sustainable Investments, EMEA
Read bio

Alan Hsu

Portfolio Manager
Read bio

Thomas Mucha

Geopolitical Strategist
Read bio

James Kynge

Global China Editor, Financial Times
Read bio

Bob Sharma, CFA

Relationship Manager
Read bio

Breakout sessions

Paul Skinner

Fixed Income Investment Director
Read bio

Konstantin Leidman, CFA

Fixed Income Portfolio Manager
Read bio

Mahmoud El-Shaer, CFA

Fixed Income Portfolio Manager
Read bio

Simon Henry, CFA

Portfolio Manager
Read bio

Yolanda Courtines, CFA

Equity Portfolio Manager
Read bio

Campe Goodman, CFA

Fixed Income Portfolio Manager
Read bio

Will Prentis

Investment Specialist
Read bio

A.J. McGuire, CMT

Investment Director, Private Investments
Read bio

Hosts

James Bradbury

Business development manager
Read bio

Roy Smale

Head of EMEA Client Group
Read bio

Presentations and Resources

Presentations

Can venture capital really shape the future?

View

People, Planet, Profit — Investing for the long term with a stewardship mindset

View

A future of thematic investing. An opportunity for sustainable growth in an era of constant change

View

Global Impact Bond: impact without compromise

View
Factsheets

Wellington Climate Strategy Fund GBP N Acc

View

Wellington Climate Strategy Fund GBP S Acc

View

Wellington Emerging Market Development Fund GBP S Acc

View

Wellington Euro High Yield Bond Fund GBP N ACC Hdg

View

Wellington Global Credit Buy and Maintain Fund GBP S Acc Hdg

View

Wellington Global Credit ESG Fund GBP N Acc Hdg

View

Wellington Global Credit ESG Fund GBP S Acc Hdg

View

Wellington Global High Yield Bond Fund GBP N Acc Hdg

View

Wellington Global High Yield Bond Fund GBP S Acc Hdg

View

Wellington Global Impact Bond Fund GBP N Acc

View

Wellington Global Impact Bond Fund GBP S Acc

View

Wellington Global Stewards Fund GBP N Acc

View

Wellington Global Stewards Fund GBP S Acc

View

Wellington Next Generation Global Equity Fund GBP N Acc

View
Additional Resources

Weighing China’s role in the new world order

Investing in the age of great-power competition | Wellington UK Intermediary

Global Stewards

Building resilience: Key questions equity investors need to ask today | Wellington UK Intermediary
The value in valuing employees

Global Impact Bond

Why impact bonds make financial sense | Wellington UK Intermediary
Quarterly investment spotlights | Wellington UK Intermediary
Labelled green & sustainability - linked bonds | Wellington UK Intermediary
Blue bonds: long-awaited innovation or yet to make a splash?

Climate Strategy

What next for climate investors? | Wellington UK Intermediary

Fixed Income

The case for bonds | Wellington UK Intermediary
Why cash won’t cut it for long: The case for bonds | Wellington UK Intermediary
Global high yield: Attractive entry points could soon emerge | Wellington UK Intermediary
Low turnover portfolios and the climate risk challenge

Thematic Investing

How a thematic approach can help harness change within portfolios | Wellington UK Intermediary
Adding thematic equity investments to a multi-asset portfolio: An allocator’s handbook

GIB and GS reports

Sustainable equity - Wellington Global Stewards Fund | Wellington UK Intermediary
Sustainable fixed income - Wellington Global Impact Bond fund | Wellington UK Intermediary

Insights

Contact

Should you need any further information please contact events@wellingtonemeaif.com.

Follow Wellington Management

Venue

The event will take place at:

Trinity House, London
Trinity House, Tower Hill, London, EC3N 4DH

The closest tube station is Tower Hill or Tower Gateway for the DLR.

View on google maps

We are excited to be hosting our event at Trinity House, a charity dedicated to safeguarding shipping and seafarers, providing education, support and welfare to the seafaring community. All proceeds on hiring the venue will go to Trinity House. To learn more please visit their website.