Fund Finder Middle East
Ritz Carlton DIFC, Dubai
January 22nd, 2025 - 8:30am to 2pm
Fund Finder Middle East Workshops aim to help you efficiently select your Investment Products.
in partnership with
What can you expect from this event?
Format
A concise and targeted half day event in a pressure free, relaxed, and educational environment.
Speakers & Topics
A maximum of 8 selected sponsors present their strategies & products to fund selectors from across the GCC.
Audience
A specialized event designed to expose fund selectors to new investment products whilst enabling them to exchange ideas and network with their peers from across the region.
Fast, efficient workshop format
YUNUS SELANT
ROBERT ERICH POLSTERER
OSCAR ORELLANA-HYDER
Neutral market experts moderate the workshops
Speakers & Topics
Giacomo de Nardis
Managing Director
Four Complementary Frameworks for Equity-like Returns plus Risk Mitigation
Discover how our comprehensive strategy separates opportunities from risks, employing downside risk mitigation, while maximizing potential upside through Long Equity, Short Equity, and Merger Arbitrage. We showcase how our expertise, enriched by proprietary databases, empowers us to discern and seize the most promising opportunities on public developed market equities, with reduced expected drawdowns.
Presenter's profile
Giacomo has responsibility over Long and Short Equity teams and leads the research for the Tail Risk Hedging Strategy. Upon joining Varenne in 2010, he was instrumental to the development of several investment frameworks, including Long and Short Equity, Dealing of Insiders, Merger Arbitrage and Tail Risk Hedging. Giacomo hold two Master’s degrees from LUISS University, Rome.
Nick Coxon
Managing Director, Head of Americas Real Assets – Client Solutions Group
The case for Infrastructure in Private Wealth Portfolios
- Introduction of Speaker and Macquarie
- What is Infrastructure? Characteristics + types of assets
- What is the opportunity for Sector: Demographics, Decarbonisation, Digitalisation
- What are the benefits of an allocation to Infrastructure for a client portfolio
Presenter's profile
Nick is Head of Real Assets in the Americas for Macquarie Asset Management’s (MAM’s) Client Solutions Group. He is responsible for private markets product formation and co-investment in the region. He manages a team of people leading major capital-raising efforts in the region, including the successful Macquarie Infrastructure Partners (MIP) V fundraising efforts and the establishment and fundraising for MIP VI, as well as the establishment of the Macquarie Green Energy Transition Solutions (MGETS) series of funds.
Nick joined the firm in 2010 and was based in London before relocating to New York in 2019. He was a key member of the European capital-raising team, leading efforts on a number of funds over that time. Nick has also worked on several significant transactions in MAM’s infrastructure portfolio, including acquisitions, refinancing, and divestment processes.
He has a Bachelor of Arts in philosophy, politics, and economics from Oxford University.
Kevin Petrovcik
Managing Director, Senior Client Portfolio Manager
Various ways to capitalize on Private Credit within your portfolio
- The pendulum has swung from private equity to private credit. While private equity has benefited from low interest rates, the now higher for longer rate environment means better return dynamics for private credit.
- Senior secured loans and private credit may offer one of the most attractive risk-adjusted returns.
- Private credit may offer strong income properties, regardless of whether interest rates are rising or falling. Senior secured loans have virtually no duration and loan prices are not affected by risking/falling interest rates.
Presenter's profile
Kevin is a Managing Director, Senior Client Portfolio Manager for Invesco’s global private credit group. He is responsible for the ongoing product development, structuring, and marketing of investment funds for senior loans and alternative credit products. Kevin joined Invesco in 1999. Kevin began his career as a corporate credit analyst with The First National Bank of Chicago completing both their credit analyst and credit associate training programs.
Kevin earned an MBA from the University of Chicago’s Booth School of Business and a BS degree from New York University’s Stern School of Business.
Wenli Zheng
Portfolio Manager
China: looking beyond the headlines
The only constant in China is change. T. Rowe Price Portfolio Manager Wenli Zheng will provide his thoughts and perspectives on the ever-changing environment. China’s equity markets present investors with a huge, and hugely diverse, opportunity set, however most investors focus on just a small handful of well-known companies. Wenli will outline his unique approach to investing which goes beyond the mega caps to discover the winners of tomorrow.
Presenter's profile
Wenli Zheng is the portfolio manager of the China Evolution Equity Strategy in the International Equity Division. He also co-manages the Greater China portfolio of the International Small-Cap Equity Strategy.
Wenli’s investment experience began in 2008 when he joined T. Rowe Price, beginning in the Investment Equity department. Prior to this, Wenli was a strategic consultant with Capgemini China.
Wenli earned an M.B.A. from the University of Chicago, Booth School of Business, and a dual B.A. in engineering and economics from South China University of Technology.
Matthew Morgan
Head of Fixed Income
Fixed Income Allocation in an uncertain world
he last couple of years have seen strong surprises when it comes to macroeconomic data and the path of economic growth, especially in the United States. Fixed Income markets, and in particular government bonds, have reacted with increased volatility. Matthew Morgan, Head of Fixed Income , will discuss the current macroeconomic environment and what fixed income investors could expect from 2025. During the presentation the flagship Jupiter Dynamic Bond Fund will also be re-introduced and current key positioning and performance themes will be presented.
Presenter's profile
Coming Soon
Julian Marks
Managing Director, Head of Corporate Hybrid Bonds
What are Corporate Hybrid Bonds and how do they fit into a fixed income portfolio?
Corporate Hybrid bonds are becoming an increasingly significant part of the Investment Grade bond indices. Yet, many investors have little understanding of these bonds’ characteristics and often mistake them for ‘Coco’s’. This session will look to explain what corporate hybrid bonds are, why they are attractive and discuss how they can enhance the risk-adjusted returns of a fixed income portfolio.
Presenter's profile
Joined NAM in January 2023 to launch the Corporate Hybrids Strategy. Previously, Julian was a Senior Portfolio Manager at Neuberger Berman for 15 years, where he initiated and led the corporate hybrid strategy from inception in 2015 until his departure, by which time dedicated assets were over $4bn. Julian joined the investment industry in 1999 and held a range of portfolio management and analyst roles at Commerzbank, Barclays Global Investors and Mercury Asset Management.
Edward Williams
Investment Strategist – Multi Asset Business Development
Multi-Asset Income: Broader is Better
We expect a solid backdrop to be supportive for most assets in 2025. While we believe that the US is likely to continue to lead both economically and within capital markets, we anticipate that we will see a broadening of earnings delivery and a more even contribution to index returns. As we move through the year, ongoing geopolitical tensions and trade disputes will drive bouts of volatility, and richer market valuations have the potential amplify this. In our view, the environment for multi-asset income strategies to generate both yield and upside potential remains attractive, but as always, a flexible and dynamic approach will remain key.
Presenter's profile
Edward Williams is a Vice President and Investment Strategist within the Multi-Asset Solutions team, where he is responsible for the business development of AB’s Luxembourg income-thematic multi-asset strategies. Williams joined AB in 2020 when he was based in Hong Kong, supporting client activity across Asia, before relocating to London and into his current role. Location: London
Jiven Gill
Senior Investment Manager, Schroders Capital Private Equity
Private Equity’s resilience during major crises: A 25-year analysis
Coming soon
Presenter's profile
Coming soon
Room 1
Hosted by
YUNUS
8:30am - 9am
Registration
9am - 9:30am
Varenne
9:30am - 10am
T. Rowe Price
10am - 10:30am
Schroders
10:30am - 11am
Invesco
11am- 11:30am
Coffee Break
11:30am - 12:00am
Alliance Bernstein
12:00am - 12:30pm
Macquarie
12:30am - 13:00pm
Jupiter
13:00 - 13:30pm
Nomura
13:30 - 14:30
Networking Lunch
Room 2
Hosted by
REZA
8:30am - 9am
Registration
9am - 9:30am
Schroders
9:30am - 10am
Invesco
10am - 10:30am
Varenne
10:30am - 11am
T. Rowe Price
11am- 11:30am
Coffee Break
11:30am - 12:00am
Jupiter
12:00am - 12:30pm
Nomura
12:30am - 13:00pm
Alliance Bernstein
13:00 - 13:30pm
Macquarie
13:30 - 14:30
Networking Lunch
Room 3
Hosted by
FAISAL
8:30am - 9am
Registration
9am - 9:30am
Nomura
9:30am - 10am
Jupiter
10am - 10:30am
Macquarie
10:30am - 11am
Alliance Bernstein
11am- 11:30am
Coffee Break
11:30am - 12:00am
T. Rowe Price
12:00am - 12:30pm
Schroders
12:30am - 13:00pm
Invesco
13:00 - 13:30pm
Varenne
13:30 - 14:30
Networking Lunch
Room 4
Hosted by
TBC
8:30am - 9am
Registration
9am - 9:30am
Macquarie
9:30am - 10am
Alliance Bernstein
10am - 10:30am
Nomura
10:30am - 11am
Jupiter
11am- 11:30am
Coffee Break
11:30am - 12:00am
Invesco
12:00am - 12:30pm
Varenne
12:30am - 13:00pm
T. Rowe Price
13:00 - 13:30pm
Schroders
13:30 - 14:30
Networking Lunch
A hand-picked group of fund selectors
The Audience
Investment professionals from Global & Local Banks - Family Offices. UAE, Oman, Bahrain, Saudi Arabia, Kuwait, Qatar.
Invited fund selectors
Delegate passes will be issued on a strict invitation-only basis, where only key decision makers are able to attend.
Free flights and accommodation
All delegates from outside of Dubai are entitled to free flights and accommodation. Up to 25 non-Dubai delegates are flown over for each event.
In Partnership with AllFunds
All of Fenwick Media's events and projects in the Middle East are done in partnership with Allfunds.