mallowstreet University Digital Investment Focus: Multi Strategy

Speakers

• Clark Fenton

  In October 2019, Clark joined RWC after completing a deal in September 2019 to join RWC Partners, along with his investment team, from Agilis Investment Management LLP, which he founded in 2017 and served as CIO and Partner. At RWC Clark is managing the Diversified Return multi-strategy fund. Before establishing Agilis Investment Management, he was the former co-Chief Investment Officer of Permal, a multi-manager alternative-investment firm. Clark joined Permal after its purchase, in March 2013, of Fauchier Partners, where he had been the Chief Executive Officer, responsible for business strategy and management. He also oversaw strategy allocation, manager selection and portfolio construction as a member of the Investment Committee. He joined the firm in 2003 to build its Risk Management function before becoming co-Chief Investment Officer in 2007. Previously, Clark worked at Morgan Stanley on the Equity Arbitrage desk within Equity Derivatives, trading special situations with hedge-fund clients.

  Prior to that, he helped manage the firm's hedge-fund lending risk within the Prime Brokerage division. Clark began his career trading fixed-income securities for Montgomery Securities in San Francisco.

  Clark has a BA from Georgetown University's School of Foreign Service and an MBA from the University of Michigan.

• Joanna Lancaster

  Head of Global Consultants

  Joanna joined Redwheel in 2006 having previously worked as a Client Director at Deutsche Asset Management (Morgan Grenfell) responsible for a portfolio of segregated corporate, local authority and charity clients. Prior to DeAM Joanna worked as an Equity product specialist for a leading UK Insurance Co. She started her investment career in 1986 as a UK/European stockbroker at Kleinwort Benson. Joanna graduated from Somerville College with a BA (Hons) in Modern History in 1985.

• Claire Lincoln

  Head of Institutional Sales EMEA, World Gold Council

  Claire joined The World Gold Council in 2020 to head up distribution relationships across Europe. She has spent more than 13 years working in front office sales roles within financial services firms including Bloomberg, Credit Suisse and most recently The Bank of New York Mellon in London.
  

• Johan Palmberg
  Johan is a Senior Quant Analyst at the World Gold Council. He has spent 10 years researching precious metals markets, both within the World Gold Council, as an independent consultant, and with the World Platinum Investment Council. Prior to this, Johan worked in fund management and in investment research. He has an MSc in Finance from the Swedish School of Economics in Helsinki.

Program

1. 8:45 AM Login & Access Meeting

   The Investment Focus will take place online via a ‘Zoom’ meeting. We will provide further information, including an access link and password, to all attendees in advance of the event.

2. 9:00 AM Welcome & Introductions

3. 9:10 AM Rotating Investment Masterclass I: Liquid Diversifying Solutions to Protect and Grow Capital in Today’s Altered Landscape

   There is an emerging and uneasy discussion amongst investors who sense a major shift in asset allocation will be necessary going forward, driven by negative-yielding bonds and unstable correlations. Lacking, however, have been good solutions, with most relying on tenuous diversification hopes, which worked in the past but may prove deficient going forward. In this presentation, we will suggest a framework to assess the macro environment, highlight pitfalls in traditional diversification programmes, and propose liquid strategies to better grow and protect capital in the “new normal”.

   Speaker

   Clark Fenton, Portfolio Manager of the RWC Diversified Return Team, RWC Partners

4. 9:50 AM Refreshment Break

5. 10:00 AM Rotating Investment Masterclass II: A Golden Way to Diversify Risk and Deliver Resilience Over the Long-term

   Gold is often overlooked by pension funds and consequently remains under owned. However, as we emerge into a new financial world, traditional asset allocation strategies of the past are likely to undergo a pivotal shift. The rise and relevance of alternative investments, including gold is becoming more popular as investors hunt for new both new yield and sources of safety in portfolios. Furthermore, risk and return considerations are also evolving to include impact; in particular around ESG. Join this presentation by The World Gold Council to explore and understand: - The strategic role gold can play in a pension fund portfolio - Gold an alternative investment; and why it stands apart from the broader commodities complex - Gold’s ESG credentials - The outlook for gold against a backdrop of looming inflation and lower interest rates.

   Speaker

   Johan Palmberg, Senior Quantitative Analyst, World Gold Council

6. 10:40 AM Questions and Close of Investment Focus

7. 10:45 AM End