Merian Global Markets Forum, Key Largo

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.

AGENDA
  • Thursday October 3
    • 7:00pm - 10:00pm Welcome drinks and dinner

      Drinks will commence at 7.00pm in the Grand Lawn followed by a buffet dinner from 8.00pm.

  • Friday October 4
    • 08:00 – 9:30 Breakfast and Registration

      Breakfast will be served in the Baker room 3&4 from 8am. Registration to the event will start at 9am.

    • 9:30 Conference starts

      Conference will take place in Baker room 1&2.

    • 09:30 – 09:45 Welcome Warren Tonkinson

      Warren Tonkinson will welcome clients and give a business update for Merian Global Investors.

    • 09:45 – 10:25 Nick Wall, Global Dynamic Bond Fund

      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.

    • 10:25 – 11:05 Justin Wells, Global Equities

      Justin Wells will discuss the importance of maintaining a flexible investment approach with no style bias.

    • 11:05 – 11.25 Mid-Morning break

      The mid-morning break will take place in Baker room 3&4.

    • 11:25 – 12:05 Delphine Arrighi, Emerging Market Debt Fund

      Delphine Arrighi will explain why emerging market debt is in a sweet spot and the fund’s ability to be nimble.

    • 12:05 - 12:25 Oliver Lee, Greater China

      Oliver Lee will highlight the opportunities in China and emerging market equities and Merian’s high-conviction, rigorous investment approach.

    • 12:25 – 1:05 Lloyd Harris, Financials Contingent Capital Fund

      Lloyd Harris will discuss how the Merian CoCos fund offers high income from high-quality issuers.

    • 1:05 – 2:05 Buffet Lunch

      A buffet lunch will be served in Baker room 3&4.

    • 1:05 - 2:25 Oliver Lee, Global Emerging Markets Fund

      Focusing on Merian’s high-conviction, rigorous investment approach, Oliver Lee will highlight the sizeable opportunities in emerging market equities.

    • 2:25– 3:05 Ned Naylor-Leyland, Gold and Silver Fund

      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.

    • 3:05 - 4:05 Guest speaker

      Dr. Sergio Berensztein, political analyst, President and CEO at Berensztein®.

    • 4:05 Final remarks & conference close
    • 4:15 - 5:15 Event ends with informal drinks

      The drinks will take place in Baker room 3&4 and outside terrace.

SPEAKERS
WARREN TONKINSON

Managing director

DELPHINE ARRIGHI

Fund manager

NICHOLAS WALL

Fund manager

LLOYD HARRIS

Fund manager

JUSTIN WELLS

Strategist, global equities

NED NAYLOR-LEYLAND

Fund manager

OLIVER LEE

Investment director

SERGIO BERENSZTEIN

Political analyst, President and CEO at Berensztein®

VENUE
Baker’s Cay Resort Key Largo
97000 Overseas Highway, Key Largo, Florida, 33037, USA

 

SALES TEAM
CHRIS STAPLETON

Managing Partner

M: +1 (617) 608-4854

E: [email protected]

ANDRES MUNHO

Managing Partner

M:+1 (305) 790 0696

E: [email protected]

FRANCISCO RUBIO

Regional Vice President

M: +1 (305) 793 1927

E: [email protected]



VIRGINIA GABILONDO

CLIENT SERVICE MANAGER AMERICAS

M: +1 786 708 4830

E: [email protected]



FABIOLA PENALOZA

REGIONAL VICE PRESIDENT (FLORIDA & COLOMBIA)

M: +1 (305) 399 9108

E: [email protected]

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.

+1 (305) 351-1545

[email protected]

[email protected]

 

 

 

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