mallowstreet University Investment Focus: Examining Multi-Asset and Diversified Growth Funds

Speakers

• Gino Boffa Head of Product Management - Multi Asset
  Mr Boffa is Head of Product Management for Multi-Asset solutions at Nordea Asset Management (NAM). He joined NAM back in 2007 as a Senior Product Specialist for Multi-Asset and quantitative strategies. Prior to joining NAM, he was employed at Schroders Investment Management and RBC Dexia in Luxembourg as performance and market specialist. Gino Boffa holds a Master of Commerce in Finance and Accounting from the Macquarie University of Sydney (2005) and became a CAIA charter holder in 2015.
• David Bint Investment Director – Multi Asset Investing
  David is a senior member of the Global Investment Specialist Team specialising in absolute return and multi-asset investing. He works closely with the fund management, product development and business teams on ensuring that our investment strategies are accurately communicated and promoting the ongoing development of our investment propositions in the multi-asset marketplace.

  David started his investment career as an equity market strategist with Credit Lyonnais Securities in 1987 before joining and subsequently leading JP Morgan’s European Quant Team. In 2003, David joined Henderson Global Investors, initially as Director of Global Sector and Theme Research, and from 2005 was the Fund Manager of the European Style Rotational Long/Short Fund. In 2011, David became Head of Quantitative Research at Monument Securities.
  

  
  

• Andrew Warwick Real Return Portfolio Manager

Program

1. 8:30 AM Registration, Tea and Coffee

2. 8:55 AM Welcome Address & Introductions

   Stuart Breyer, CEO of mallowstreet

3. 9:05 AM Rotating Investment Masterclass I: Liquid Alternatives in a low yield environment

   Liquid Alternatives strategies have attracted investors’ attention in recent years as the difficult low yield environment has become the “new norm”. However, the variety of liquid alternatives out there makes it difficult for investors to identify which product will best meet their needs. For more than a decade, Nordea’s Multi Asset Team (MAT) has engineered a number of strategies with different risk-return profiles based on risk premia. The philosophy relies on risk-balancing principles and a bottom-up approach to construct outcome-oriented solutions that avoid top-down macroeconomics bets.

   Speaker

   Gino Boffa, Head of Product Management, Nordea Asset Management

4. 9:50 AM Rotating Investment Masterclass II: Creating multi asset portfolios in the current market

   During this session, David will look at how investors can seek to achieve reliable growth and income through multi asset exposures including where the most attractive opportunities are and the benefits presented.

   Speaker

   David Bint, Investment Director – Multi Asset Investing, Aberdeen Standard Investments

5. 10:30 AM Coffee, Tea, and Networking

6. 10:50 AM Rotating Investment Masterclass III: The inexorable rise of populism

   With risk assets showing signs of increased volatility and a financial system bloated following years of credit addiction, whither the future direction of markets? While deflationary forces are likely to define the short-term backdrop, the rise of populism, heralding the end of globalisation as we know it, could presage a potentially toxic cocktail of fiscal expansion, overheating economies and inflationary pressures over the longer-term. This session explores these themes and focuses on where the opportunities and challenges lie in financial markets both today and in the future.

   Speaker

   Andrew Warwick, Real Return Portfolio Manager, Newton Investment Management

7. 11:35 AM Rotating Investment Masterclass IV: TBD

   This Investment Masterclass will focus on a specific area within Multi-Asset.

8. 12:15 PM Lunch and Networking

9. 12:45 PM End