EMEA Investment Forum 2024
Rethink the future
Tuesday, 8 October 2024 | BAFTA 195 Piccadilly, London
A new economic era, geopolitical divergence and the transformative potential of generative AI all suggest a very different future ahead and the need for a radical rethink.
Wellington's leading asset allocators and investment professionals shared their experiences on how they are tackling this new reality. Through main-stage presentations and interactive boardroom sessions, they explored the wide-ranging investment implications of today's trends.
The agenda on the day:
This event is eligible for four hours of continuing professional development (CPD).
Take a look at the highlights from this year's EMEA Investment Forum.
| 08:30 |
Registration and light breakfast |
|---|---|
| 09:00 |
Welcome Roy Smale, Head of APAC & EMEA Wealth |
| 09:05 |
Plenary session 1 | The new era: back to the future?
John Butler, Head of Macro Strategy |
| 09:45 |
Plenary session 2 | Beyond the AI hype: a fresh (contrarian) perspective
Andy Heiskell, Equity Strategist |
| 10:25 | Coffee break |
| 10:45 | Breakout sessions |
| 11:30 | Breakout sessions |
| 12:15 |
Plenary session 3 | Rethinking the future: what does it take? Monty Halls, Expedition leader, travel journalist and marine biologist |
| 12:55 | Concluding remarks |
| 13:00 | Networking lunch |
| 14:00 | Event close |
How are credit markets faring in the new economic era, where exactly are we in the credit cycle, what are the risks investors ignore at their peril and where should they concentrate their capital? We answer these questions and more in this discussion with senior credit investors across investment-grade and high-yield credit markets.
Derek Hynes, CFA, Fixed Income Portfolio Manager
Konstantin Leidman, CFA, Fixed Income Portfolio Manager
Moderator: Paul Skinner, Investment Director
Join our asset allocation and emerging markets experts as they discuss the market's challenged relationship with China and how best to capture the EM opportunity set. We will debate whether China deserves a standalone allocation in its own right, should be avoided altogether, or whether the answer lies somewhere in between.
Simon Henry, CFA, Portfolio Manager
Supriya Menon, Head of Multi-Asset Strategy – EMEA
We often talk about the social or environmental benefits of impact investing, but how does an allocation diversify your risk/return profile? Find out, as experts from across the capital structure debate the true impact of impact investing and assess whether or not leaning into positive pay-offs for the world can have positive pay-offs for portfolios.
Campe Goodman, CFA, Fixed Income Portfolio Manager
Jason Goins, CFA, Equity Portfolio Manager
Moderator: Joy Perry, Investment Director
The world’s largest companies are facing increased political, regulatory and societal divergence across borders. As this multi-dimensional complexity rises, how are these companies able to effectively manage their supply chains, retain talent and improve their returns on capital and financial standing? Only the strongest companies can balance this responsibility while maintaining a focus on profit. Find out how Equity Portfolio Manager Yolanda Courtines searches for long-term investments amongst the world’s biggest companies, to uncover the winners in this hyper-competitive world.
Yolanda Courtines, CFA, Equity Portfolio Manager
A new wave of digital innovation is fuelling breakthroughs in medical technology and the delivery of health care services. AI, active implants, multiomics and value-based payment models offer the promise of a healthier future. But how quickly can the change-resistant health care system absorb these innovations, and how can private market investors avoid being "too early"? In this session, we outline how we aim to identify durable opportunities and avoid transient trends.
Joshua Sommerfeld, Sector Lead, Healthcare, Late-Stage Growth
Should you wish to learn more on Wellington's products and capabilities, please contact emea_events@wellington.com.
BAFTA 195 Piccadilly
St James's, London, W1J 9LN
The closest tube stations are Piccadilly Circus and Green Park.
