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.
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.
Breakfast will be served at the 4th Floor Rotunda.
An update on Merian Global Investors.
Warren Tonkinson, managing director
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
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
The implications for risk assets of a soft-patch economy and the end of quantitative easing.
Mark Nash – head of fixed income
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
Lunch. Further details will be provided at the event.
What the US-led trade wars could mean for the price of gold.
Ned Naylor-Leyland – fund manager, Merian Gold & Silver Fund
Ken Schmidt – former director of communications strategy for Harley-Davidson Motor Company.
Close and coffee. Further details will be provided at the event.
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.
Managing Director - Head of Business Development (New York & California)
M: +1 (617) 608-4854
Managing Director - Head of Sales (Florida, Colombia & Mexico)
M:+1 (305) 790 0696
Senior Vice President - Regional Director (Argentina, Uruguay, Brazil, Chile & Peru)
M: +598 95 739 477
Regional Vice President (Southwest US, Florida, Panama & Puerto Rico)
M: +1 (305) 793 1927
CLIENT SERVICE MANAGER AMERICAS
M: +1 786 708 4830