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 CoCos, and precious metals, our senior investors will cover a plethora of markets and asset classes.
Drinks will commence at 7.00pm in the Grand Lawn followed by a buffet dinner from 8.00pm.
Breakfast will be served in the Baker room 3&4 from 8am. Registration to the event will start at 9am.
Conference will take place in Baker room 1&2.
Warren Tonkinson will welcome clients and give a business update for Merian Global Investors.
Nick Wall will talk about the fund’s focus on total return rather than yield and its continuous reinvention to fit changes in the macro environment.
Justin Wells will discuss the importance of maintaining a flexible investment approach with no style bias.
The mid-morning break will take place in Baker room 3&4.
Delphine Arrighi will explain why emerging market debt is in a sweet spot and the fund’s ability to be nimble.
Oliver Lee will highlight the opportunities in China and emerging market equities and Merian’s high-conviction, rigorous investment approach.
Lloyd Harris will discuss how the Merian CoCos fund offers high income from high-quality issuers.
A buffet lunch will be served in Baker room 3&4.
Focusing on Merian’s high-conviction, rigorous investment approach, Oliver Lee will highlight the sizeable opportunities in emerging market equities.
Ned Naylor-Leyland will describe the importance of an allocation in gold and the fund’s distinctive blending of bullion and equities in gold and silver.
Dr. Sergio Berensztein, political analyst, President and CEO at Berensztein®.
The drinks will take place in Baker room 3&4 and outside terrace.