mallowstreet Dinner: A New Paradigm in Investment Strategy

In the increasingly interconnected world of global financial markets, traditional investment approaches have been shaken. The previously trusted method of diversifying between equities and bonds has faltered in recent times, leaving investors searching for a more resilient investment option that offers reliable protection, diversification, and the ability to seize opportunities in all market conditions.

Over dinner, we will discuss new solutions that are being developed to address several market needs that are increasingly relevant to institutional investors. From the increasing frequency of extreme market movements due to the rise of non-fundamental investors to the growing need for strategies that can weather financial storms and seize opportunities from market dislocations, the Berenberg Guardian Strategy aims to fill these gaps with an intelligent, tactical approach that combines discretionary and systematic decision-making. We will examine why a focus on equity hedging that aims to achieve positive returns each year and exhibits a negative correlation to falling equity markets and low correlation to "normal" equity markets is increasingly of interest to pension funds and insurance companies.

This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).

At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Philipp Löhrhoff
Head of Multi Asset Solutions
Philipp joined Berenberg in 2021 and is a portfolio manager in the Multi Asset team. In his previous roles he worked closely with institutional investors to structure, develop and place bespoke hedging and investment solutions. He is an expert for quantitative investment strategies as well as cross asset solutions with a particular focus on equity and fixed income. He spent several years at Goldman Sachs, BNP Paribas and Natixis in London. Philipp holds a Master‘s degree in Finance and Economics and a Bachelor’s degree in Econometrics and Mathematical Economics from the London School of Economics and Political Science (LSE).
Leonardo Gonzalez
Business Development Manager, UK
Leonardo González joined Berenberg in 2023 and is a Business Development Manager (UK) responsible for building and fostering relationships with institutional investors, investment consultants and professional trustees. Leonardo has 14 years of experience in asset management within the UK institutional space, he was previously at Janus Henderson Investors where he was a Client Director and he spent several years at AllianceBernestein and Newton Investment Management in client-facing institutional roles. Leonardo holds a Master’s degree in Globalisation & International Policy and a Bachelor’s degree in Financial Economics, he is a holder of the Investment Management Certificate and the CFA Institute Certificate in ESG Investing.

Program

6:30 PM Guest Arrival and Welcome Drinks
7:00 PM Seated for Dinner
7:05 PM Dinner Service begins followed by Presentation and Discussion

Join the team from Berenberg over dinner, where we discuss new solutions that are being developed to address several market needs that are increasingly relevant to institutional investors.
9:00 PM End

mallowstreet Dinner: A New Paradigm in Investment Strategy

Speakers

Program

6:30 PM Guest Arrival and Welcome Drinks

7:00 PM Seated for Dinner

7:05 PM Dinner Service begins followed by Presentation and Discussion

9:00 PM End