Name: mallowstreet University Digital Roundtable: Seeking Out Steady Ascents after a Rollercoaster Quarter in Multi Asset Credit
Start: 2020-05-06 09:45:00Z
End: 2020-05-06 11:15:00Z

Sponsored by

NinetyOne

Investing for a world of change

We are an independent, active global asset manager dedicated to delivering compelling outcomes for our clients.

Since we started in ’91 in an emerging market, we learned the importance of recognising and embracing change and uncertainty. It’s taught us that active investing can be a force for good. It’s also given us a different perspective on the issues that matter – from how we invest sustainably, to the major thematic and structural challenges facing investors. Today we offer distinctive investment strategies spanning equities, fixed income, multi-asset and alternatives to help institutional investors, those advising others and individuals navigate an ever-changing world. Our corporate structure ensures employees are stakeholders in the firm and with our founding leadership still in place, we are well positioned to offer stability and a long-term outlook for our clients.

We focus on where we can make a real difference for our clients. We work with clients based all over the world who have entrusted us to manage £120.8 billion (as at 30.09.19) in assets on their behalf.

Investment involves risk; losses may be made.

mallowstreet University Digital Roundtable: Seeking Out Steady Ascents after a Rollercoaster Quarter in Multi Asset Credit

Both the fast pace and violent nature of the first quarters credit market moves have tested even the steadiest of nerves. The indiscriminate sell-off saw many traditional safe havens under-perform other, typically more volatile, parts of the market. By quarters end, the sell-off had produced some compelling investment opportunities right across the credit spectrum, with risk compensation reaching levels not seen in years.

But while markets have calmed somewhat, and staged a partial recovery, the outlook remains highly uncertain, both in economic and coronavirus-related terms. And with a marked increase in credit defaults highly likely, selectivity will be key for credit investors.

We think the challenge now is less about trying to buy into markets at attractive headline valuations, but rather about finding attractive, resilient, sustainable individual investments, that will survive regardless of the range of outcomes that lay before us.

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

Speakers

Jeff Boswell
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.
Garland Hansmann
Garland is a Portfolio Manager responsible for our MultiAsset 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 firm’s 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 für Bankwirtschaft University in Frankfurt, and is also a CFA Charterholder.

Program

9:45 AM 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.
9:55 AM Welcome and Introductions
10:00 AM Presentation
11:00 AM Questions and Close
11:15 AM End

mallowstreet University Digital Roundtable: Seeking Out Steady Ascents after a Rollercoaster Quarter in Multi Asset Credit

Speakers

Program

9:45 AM Login and Access Meeting

9:55 AM Welcome and Introductions

10:00 AM Presentation

11:00 AM Questions and Close

11:15 AM End