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09 July 2020 08:45

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10:15

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mallowstreet University Digital Roundtable: Remaining Selective and Diversified in an Uncertain World

For our next Ninety One mallowstreet Digital Roundtable series, we are delighted to be able bring together and share views from across some of the largest UK Pension Fund and Consultant firms. We will use this opportunity to challenge the views of Jeff Boswell and Garland Hansmann, Multi-Asset Credit Managers at Ninety One. Specifically on why they believe being highly selective, nimble and dynamic will be key to capturing credit opportunities going forward.

Since March, the support measures provided by central banks and governments has created a significant tailwind for credit markets. However, with a marked increase in credit defaults looming, how companies and sectors will fare in the coming months is likely to be a complex and varied picture. The scale of the moves in markets has also meant that the relative-value equation between different markets is continually changing, providing great opportunities for flexible investors with a broad opportunity set.

This event is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisers.

Program

Time Description
08:45

Login and Access Meeting

The University Roundtable will take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.
08:55

Welcome and Introductions

09:00

Presentation and Debate Garland Hansmann and Jeff Boswell

For our next Ninety One mallowstreet Digital Roundtable series, we are delighted to be able bring together and share views from across some of the largest UK Pension Fund and Consultant firms. We will use this opportunity to challenge the views of Jeff Boswell and Garland Hansmann, Multi-Asset Credit Managers at Ninety One. Specifically on why they believe being highly selective, nimble and dynamic will be key to capturing credit opportunities going forward.
10:15

Questions and close

Speakers

  • Garland Hansmann

    Garland joined the industry in 1999 and joined the firm in 2015.

    He is a Portfolio Manager responsible for our Multi-Asset Credit, High Yield and Investment Grade Credit funds at Ninety One. Prior to joining the firm, he was Head of High Yield at Intermediate Capital Group, where he was also a member of the investment committee for the firms senior secured loans, high yield bond and direct lending funds. Before that, Garland worked at Credit Suisse Asset Management where he was Head of European Credit Research for both European High Yield and Investment Grade, as well as lead Portfolio Manager for European high Yield and Co-manager for Global High Yield strategies. Prior to this Garland established the Investment Grade Corporate Bond Strategy for Delbruck Asset Management in Frankfurt, and was also a Fixed Income Portfolio Manager within Dresdner Bank’s institutional asset management division. Garland holds a Finance and Capital Markets degree (Diplombetriebswirt) from the Hochschule fuer Bankwirtschaft University in Frankfurt, and is also a CFA Charterholder.

  • Jeff Boswell

    Jess is Head of Developed Market Credit. He joined the firm in 2015 after joining the industry in 2001.

    Jeff is responsible for managing and leading the Developed Market Credit platform at Ninety One. His responsibilities include acting as a portfolio manager across a range of Ninety One credit funds, including our Multi-Asset Credit funds. Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development of their CLO business. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa). Jeff holds a Bachelor of Commerce degree with Honours (cum laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder

  • Nick Cooney
    Nick is an Investment Consultant at LCP with international experience helping some of the world’s largest institutional investors meet their objectives. In addition to advising on strategic asset allocation and risk management solutions, his core focus is on high quality investment and manager research across a range of global fixed income opportunities.
  • Alessandra Cardoso

    Alessandra is the Chief Investment and Risk Officer of the Nestlé UK Pension Trust where she is responsible for the development and implementation of the Fund's defined benefit integrated risk management framework and all aspects of the defined contribution investment strategy including the associated governance.

    Prior to joining the Nestlé UK Pensions Team, Alessandra was the Head of Investments for the Nestlé pension fund in Brazil, responsible for the investment strategy, chairing the meetings and managing the decision-making process within the Investment Committee and Pensions Board. Alessandra worked for seven years as a Senior Investment Consultant in Towers Watson where she became the Head of the Investment Consultancy in Brazil. She holds a BSc in Physics from São Paulo University (USP) with a postgraduation course in Automation and Control in Electrical Engineering at USP and an MBA in Strategic Management and Business Economics from Getulio Vargas Foundation (FGV).