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ABOUT THE EVENT
Funds Society is delighted to invite you to the X edition of the Funds Society Investment Summit! The event will be held on April 11th-12th at the PGA National Resort in Palm Beach (Florida).
After listening to the investment ideas and the outlook of our sponsors during the Investment Day (April 11th), the X edition of the "Funds Society Golf Tournament" will be held in the morning of April 12th at the Champion Course. We also want to welcome non-golf players for whom we are preparing a very attractive agenda which will take place during the Golf Tournament on Friday. We are providing a complimentary shuttle from Miami to Palm Beach and accommodation at the resort for the night of April 11th.
If you have not registered, please do so as soon as possible. Spots are limited.
*FOR COMPLIANCE REASONS, THE ATTENDANCE OF THE FULL ACADEMIC PROGRAM IS MANDATORY.
Previous Funds Society event
AGENDA
April 11th
10:30 am Registration & Breakfast
11:00 am - 11:40 am Work Session 1
11:45 am - 12.25 pm Work Session 2
12:30 pm - 1:10 pm Work Session 3
1:15 pm - 2:25 pm Lunch
2:30 pm - 3:10 pm Work Session 4
3:15 pm - 3:55 pm Work Session 5
4:00 pm - 4:15 pm Coffee Break
4:20 pm - 5:00 pm Work Session 6
5:05 pm - 5:45 pm Work Session 7
7:30 pm Dinner
April 12th
7:30 am - 9:00 am Breakfast
8:30 am Golf Tournament
11:00 am Other Activity (TBC)
2:00 pm Lunch & Prize ceremony
* The agenda is tentative and might change.
SPONSORS
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Presentation:
US Short Duration High Yield & US Dynamic High Yield - AXA Investment Managers
Carolyn Park, US HY Credit Analyst
Carolyn is a US HY Credit Research Analyst at AXA IM, with a focus on the homebuilders, building products, gaming, leisure, and lodging sectors.
Prior to joining AXA IM in 2014, Carolyn was a Senior High Yield Research Analyst at Bank of America Merrill Lynch where she covered the services, telecom and technology sectors.
Carolyn holds a B.A. from the University of California, Los Angeles and a M.B.A. from NYU Stern School of Business.
Presentation:
Jupiter Gold and Silver fund- Jupiter AM
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Ned Naylor-Leyland, Fund Manager - Head of Gold & Silver
Ned is an Investment Manager in the Gold & Silver team. Before joining Jupiter, Ned worked at Merian Global Investors as a portfolio manager in the Gold & Silver Team. Prior to this, he worked at Quilter Cheviot where he founded a dedicated monetary metals fund in 2009. He began his investment career at Smith & Williamson in 2001.
Ned has a BA in Spanish.
Presentation:
BNP US Small Cap - BNP Paribas Asset Management
Vincent NICHOLS, CFA
Senior Investment Specialist, US and Global Thematic Equities
Vincent is a senior investment specialist for the US and Global Thematic Equities team. In this role he is responsible for communicating the team’s investment approach and market views to clients, prospects and BNPP AM’s distribution network around the world. Vincent joined BNP Paribas Asset Management in 2010 as the Head of Client Service in North America. Prior to this, he was a senior client service officer at Morgan Stanley Investment Management (MSIM) and before joining MSIM, he was with Atalanta Sosnoff Capital in a similar role. He started his career as a proprietary equity trader at Lynx Capital Partners. Vincent holds a BA in Economics from Union College and a minor in Mathematics and History. He is a CFA charterholder and a member of the CFA Institute. He has 20 years of investment experience.
Presentation:
M&G (Lux) Episode Macro Fund - M&G Investments
Gautam Samarth, Fund Manager, Global Macro & Global Equities
Gautam Samarth is the head of Systematic Investment Strategies at M&G. He has more than seven years of experience in quantitative strategies, and started managing systematic equity strategies in August 2018. He joined M&G in 2014 as a dedicated analyst on the M&G Leaders team and became deputy manager of the Global Leaders strategy on 1 April 2016. Prior to this, Gautam worked for five years at Credit Suisse in New York, where his last role was vice president in the HOLT Investment Strategy team. Gautam graduated from Trinity College (Hartford, Connecticut) in 2009 with a BS in economics and a Chinese language minor, and is a CFA charter holder.
Presentation:
BNY Mellon Mobility Innovation Fund - BNY Mellon
George Saffaye
Global investment strategist
George is a global investment strategist guiding the messaging and positioning of the Thematic Equity, US Large Cap Growth Equity, US Small Mid Cap Growth Equity and Global Natural Resources strategies.
George joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, George was a global investment strategist, senior portfolio strategist and investment strategist at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Joined Newton: 2021
Joined BNY Mellon group of companies: 2000
Joined industry: 1990
Presentation:
Intergenerational Wealth Transfer- Vanguard
Maria Quinn
Investment Advisory Research Specialist
Maria Quinn serves as a senior advice strategist in Vanguard
Investment Advisory Research Center, the group responsible for creating, articulating, and implementing world-class investment,
wealth management, behavioral coaching, and practice management
thought leadership.
In her current role, she is responsible for bringing thought leadership and methodology to life through innovative content, service offers, and technology. She has written and contributed to numerous research papers primarily focused on Vanguard Advisor's AlphaTM, investor behavior, and portfolio strategy. Ms. Quinn also regularly acts as an ambassador for Vanguard, speaking at various client and industry events on a range of investment topics.
Presentation:
Multi Sector Income - Janus Henderson Investors
Nick Childs, CFA Portfolio Manager and Securitized Products Analyst
Nick Childs is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2018. He is responsible for managing the Mortgage-Backed Securities ETF, with a primary focus on valuing opportunities and managing exposure of residential mortgage-backed securities (MBS). Additionally, he is a Securitized Products Analyst. Prior to joining Janus in 2017 as a securitized products analyst, he was a portfolio manager from 2012 to 2016 at Proprietary Capital, LLC, where he managed alternative fixed income strategies specializing in MBS, absolute return investing. His work with Proprietary Capital included managing all major U.S. interest rate and MBS risks, modeling borrower behavior and MBS deal structure, and advancing market-neutral hedging strategies. Before that, he was vice president at Barclays Capital in their capital markets division, where he focused on securitized products from 2007 until 2012. Prior to joining Barclays, he was vice president at Lehman Brothers. He began his career at State Street Global Advisors in 2003.
SPEAKERS
EVENT APP
As a registered attendee of the X Funds Society Investment Summit, we offer you an app for phones and tablets which will be very useful during the event.
STEPS
STEP 1:
The X Funds Society Investment Summit event is available with a password in the container application from virtual stores through the following links.
STEP 2:
Once the app is open you have to enter the password 10FUNDSIS in the "Search" tab to access the event.
STEP 3:
The access to the event in the application is only available to registered users. Access with the e-mail and password, which you will receive right after registering to the event.