In an environment where the intervention of the Central Banks has led to the yields of a large part of the fixed income to minimum or negative values and the valuations of the variable income do not seem especially attractive under different metrics given the low growth scenario in which we are installed it is necessary to search for alternatives.
In a meeting with five first level managers we will have the opportunity to learn about new strategies and some of their best investment alternatives for the present time. Several of them are practically unprecedented in the Spanish market and we are sure that they are destined to become successful funds within their categories.
We will open the event with a round table where several of the best Iberian stockbrokers of the national scene will defend if an asset so punished and close represents an opportunity and we will discuss what can be the best way to approach it.
The conference was held on November 17, 2016 at the Hotel InterContinental Madrid (Paseo de la Castellana, 49)
– SCHEDULE –
08:45 am Registration and coffee
09:15 am Welcome by the President of the Conference
Juan Manuel Vicente Casadevall, partner, Kessler & Casadevall AF
09:25 AM Roundtable about the prospects of Iberian equities with some of the leading national portfolio managers (Language: Spanish)
Expected returns in the medium term in a low inflation and low rates scenario
Views, strategies and challenges faced by CEOs/COOs of Spanish Corporates & Brexit impact.
Banks, YES or NOT? Is value investing performance under threat?
Gonzalo Lardiés, Gestor, Alpha Plus Gestora
Ricardo Cañete, Gestor Renta Variable Ibérica, Bestinver Gestión
José Ramón Iturriaga, Gestor, Abante Asesores Gestión
Moderation: Juan Manuel Vicente Casadevall, partner, Kessler & Casadevall AF
10:10am Survey and break before private groups
10:15am Parallel Groups Discussion (Round 1) (Language: English)
Extraordinary Times for Fixed Income Investors
(BMO Global Absolute Return Bond)
Keith Patton, Director, Head of Multi – Strategy Fixed Income at BMO Global Asset Management
What Fixed Income strategy should be adopted in the current market environment?
(Edmond de Rothschild Fund Bond Allocation)
Benjamin Melman, Head of Asset Allocation & Sovereign Debt at Edmond de Rothschild Asset Management
A Total Return approach to European High Yield Investing
(Generali IS Total Return Euro High Yield)
Stefano Perin, High Yield Credit Senior Porfolio Manager at Generali Investments
Meeting Client Objectives Through Multi-Asset Portfolios
(MS INVF Global Balanced – MS INVF Global Balanced Income – MS INVF Global Balanced Defensive)
Christian Goldsmith, Product Specialist Global Multi asset at Morgan Stanley Investment Management
Fixed Income Asset Allocation Review: Our Best Proposals
(Total Return Credit – Oddo Euro Credit Short Duration)
Thomas Herbert, Chief Investment Officer (CIO) at Oddo Meriten Asset Management GmbH
10.50am Parallel Groups Discussion (Round 2)
11.40am Parallel Groups Discussion (Round 3)
12.15am Parallel Groups Discussion (Round 4)
12.50pm Parallel Groups Discussion (Round 5)
13:25pm Lunch & iPad draw
COBERTURA DE LA CONFERENCIA