Will the world really end in 2012? - An Equity Strategists Perspective – mallowstreet

Sponsored by

Man GLG

Man Investments is a provider of a range of investment strategies which have relevance to Pension Schemes. There are 4 business units at Man under the following headings:

1. AHL - AHL is our Managed Futures Platform. Managed Futures are a way of gaining access to a range of asset classes in a derivative format. For example commodities, currencies, equities and bonds. The methodology to manage these asset classes is to spot trends in the price information, and then follow them. This strategy tends to do well when markets are trending either up or down. This strategy is popular amongst those that want to diversify their growth assets and add in a portfolio that has tail protection characteristics as it can do well in downward trending markets.

2. GLG - GLG has a broad suite of hedge fund and long only strategies across various countries and sectors. Our strategies range from equity long short to European distressed debt, credit and sustainability strategies.

3. FRM Multi-Manager - FRM has significant resources to research other investment managers' hedge fund strategies. We have built up our own funds using external fund managers based on our indepth due dilligence undertaken by our research team. The FRM team also have one of the most successful and progressive Managed Account Platforms which gives investors transparency on their underlying hedge fund holdings. The Managed Account platform also allows us to help pension schemes tailor their hedge fund portfolios to best match their investment requirements.

4. Man Systematic Strategies - This team uses systematic/quantitative techniques across a range of strategies. For example, this team have developed a TailProtect strategy that looks to protect against extreme negative events across financial markets. They also have an equity and commodity strategy.

Man also has approximately 20% stake in a firm called Nephila. Nephila specialises in the insurance linked securities market. They focus on Catastophe risk insurance, this gives a very different return stream to typical financial assets, and therefore has excellent diversification characteristics for Pension Schemes.

Our aim is to offer a wide range of investment solutions that either have characteristics that can help to enhance a pension schemes growth assets or help diversify their risk exposures.

Will the world really end in 2012? - An Equity Strategists Perspective

Man GLG, in collaboration with mallowstreet, is pleased to be holding its third Riverbank Dinner in 2012. Our speaker Ben Funnell, Global Equity Strategist, GLG, will discuss the following questions:

Are the doom-mongers right, or is there merit in a contrarian view?

Are all risky assets cheap enough?

Are there positive signs, if so what are they?

Is it possible to find growth in a no / low growth world?

This is a FREE event for Pensions Secretaries, Pensions Managers, Trustees, Pensions Chairs, Independent Trustees and Advisors. Please note that spaces are limited and available on first come first serve basis. To avoid disappointment please register for this event below.

Speakers

Ben Funnell, Global Equity Strategist at GLG, will give his perspective on this topic.

Click on his photo to find out more about him:

Ben Funnell
Ben is a porfolio manager for long only and UCITS III global equity and mixed asset funds at GLG Partners, and is the firm’s equity strategist. He is co-manager on the GLG Performance, EAFE, European Equity and Capital Appreciation funds, where he focuses on tactical asset allocation and country, sector and factor exposure from a topdown viewpoint. Previously, he spent 11 years at Morgan Stanley, latterly as co-head of the highly-rated European Equity Strategy team, where he worked for 9 years. He started as a Transport Analyst and worked on the IPOs of Copenhagen Airports, Vienna International Airport and Ryanair. Before that, he was a graduate trainee in the Management Consultancy practice of Coopers & Lybrand. He was educated at Durham University where he holds a 2.1 Joint Honours in Modern Languages. His views are occasionally published in the media, with recent articles on the looming political problem of income disparity, deficit and debt reduction and growth in a low-growth

Program

6:30 PM Welcome Drinks overlooking the Thames
7:00 PM Three Course Dinner followed by Presentation
9:00 PM Close and Networking

Will the world really end in 2012? - An Equity Strategists Perspective

Speakers

Program

6:30 PM Welcome Drinks overlooking the Thames

7:00 PM Three Course Dinner followed by Presentation

9:00 PM Close and Networking