BOSTON CONFERENCE 2018

Investment specialists from across MGI will discuss their current economic and market views, the risks and opportunities that abound in their respective markets and what such a backdrop means for portfolio positioning.

From global, North American and emerging market equities to global multi-sector bonds, CoCos, and precious metals, our senior investors will cover a plethora of markets and asset classes.

AGENDA
  • Wednesday October 31
    • 19.00 - 22.00 Welcome drinks and dinner

      Drinks will commence at 19:00 at the 5th Floor Rotunda and a sit down dinner will take place at the Liberty ballroom from 20:00.

  • Thursday November 1
    • 7.30 – 9.30 Breakfast

      Breakfast will be served at the 4th Floor Rotunda.

    • 9.30 - 9.40 Conference start

      Conference start.

    • 9.40 - 10.05 Corporate update

      An update on Merian Global Investors.

      Warren Tonkinson, managing director

    • 10.05 – 10.45 Adapting to the environment

      An evidence-based approach to investing, and sustaining performance across a range of different market environments.

      Ian Heslop – head of global equities, Justin Wells – strategist, global equities

    • 10.45 – 11.25 High grade banks, high yield income

      CoCos are high-yield, low-volatility bonds from investment-grade issuers – what’s not to like?

      Rob James – fund manager, Merian Financials Contingent Capital Fund

    • 11.45 – 12.25 An absolute focus

      The implications for risk assets of a soft-patch economy and the end of quantitative easing.

      Mark Nash – head of fixed income

    • 12.25 – 13.05 Advantage of terrain

      How structural competitive advantages of select companies across emerging markets allow their economic profitability to persist.

      Nick Payne – fund manager, Merian Global Emerging Markets Fund

    • 13.05 – 14.15 Lunch

      Lunch. Further details will be provided at the event.

    • 14.15 – 14.55 Trade wars

      What the US-led trade wars could mean for the price of gold.

      Ned Naylor-Leyland – fund manager, Merian Gold & Silver Fund

    • 14.55 – 15.55 Guest speaker

      Ken Schmidt – former director of communications strategy for Harley-Davidson Motor Company.

    • 15.55 – 17.00 Close and coffee

      Close and coffee. Further details will be provided at the event.

    • 19:30 Thursday Evening

      If you are staying in Boston on Thursday evening, join us for a casual networking dinner at Jillian’s Boston. There will be a coach transfer to travel from the Liberty Hotel to Jillian’s from 19:30 in the hotel lobby.

SPEAKERS
WARREN TONKINSON

Managing director

IAN HESLOP

Head of global equities

JUSTIN WELLS

Strategist, global equities

ROB JAMES

Fund manager

MARK NASH

Head of Fixed Income

NICK PAYNE

Fund manager

NED NAYLOR-LEYLAND

Fund manager

KEN SCHMIDT

Former director of communications strategy for Harley-Davidson Motor Company

External speaker

VENUE
The Liberty Hotel 215 Charles Street Boston, MA 02114
617.224.4000

SALES TEAM
CHRIS STAPLETON

Managing Director - Head of Business Development (New York & California)

M: +1 (617) 608-4854

E: cstapleton@theamcsgroup.com

ANDRES MUNHO

Managing Director - Head of Sales (Florida, Colombia & Mexico)

M:+1 (305) 790 0696

E: amunho@theamcsgroup.com

SANTIAGO SACIAS, CFA

Senior Vice President - Regional Director (Argentina, Uruguay, Brazil, Chile & Peru)

M: +598 95 739 477

E: ssacias@theamcsgroup.com



FRANCISCO RUBIO

Regional Vice President (Southwest US, Florida, Panama & Puerto Rico)

M: +1 (305) 793 1927

E: frubio@theamcsgroup.com



VIRGINIA GABILONDO

CLIENT SERVICE MANAGER AMERICAS

M: +1 786 708 4830

E: vgabilondo@theamcsgroup.com



FABIOLA PENALOZA

REGIONAL VICE PRESIDENT (FLORIDA & COLOMBIA)

M: +1 786 373 13157

E: fpenaloza@theamcsgroup.com

CONTACT US

If you have any questions then please give us a call or send us a email and we will get back to you.

+44 (0)20 7332 8379/+1 (800) 215-9640

lena.poleksic@merian.com

 

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