Global Bonds Briefing Geneva
Thursday, 7th December 2017
The Global Bonds Briefing will focus on this theme from the perspectives of strong funds
A series of notable Global Bond funds will be showcased at this lunch briefing. It is an opportunity to meet the fund managers in person and discuss their strategy and method. Participants will be left informed on some good ways to access the market.
ACATIS, founded in Frankfurt in 1994, is an independent investment boutique dedicated to value investing. The small and focused team has produced successful results. With more than 4 billion € AUM, ACATIS offers value based funds in different asset classes (e.g. equity, fixed-income and balanced). ACATIS Service GmbH is the Swiss distribution arm of the German ACATIS Investment GmbH with one representative in Geneva.
Founded in January 1989 by Edouard Carmignac, Carmignac is one of the leading asset managers in Europe today.
Carmignac is owned entirely by its managers and staff. In this way, the company’s long-term viability is ensured by a stable shareholding structure, reflecting its spirit of independence. This fundamental value ensures the freedom required for a successful and renowned portfolio management. EUR 52 billion in assets under management, Carmignac offers global, specialised or diversified funds.
Fund Advisor for ACATIS, Founder and Managing Director of IfK-Institut für Kapitalmarkt
Founder and investment manager of IfK - Institut für Kapitalmarkt, one of the leading independent bond managers in Germany, book author and lecturer at the Frankfurt School of Finance and Management. Martin Wilhelm (CEFA) is fund advisor of the bond fund “ACATIS IfK Value Renten UI”, which has been recognized with multiple awards. Since 2008 clients doubled their capital with a performance of +105%. Since inception the fund had at least 4 stars at Morningstar, currently it is awarded with 5 stars across all classes in EUR, CHF and USD.
Member of the Investment Committee
Jean Médecin joined Carmignac in 2012 as a Member of the Investment Committee, focusing on the firm's Investment Policy. In this capacity he is also responsible for presenting the house view and funds investment strategies to clients and prospects.
Before joining Carmignac, Jean worked as Senior Product Specialist at BNP Paribas Investment Partners (2008-2012). He was also a Financial Analyst and Portfolio Manager on European equity for T. Rowe Price in London (2006-2008), as well as Amundi Asset Management (2000-2006) and Oddo Asset Management (1997-2000) in Paris. He started his career as an M&A and Treasury Financial Analyst at ESSO S.A.F. in 1994.
Jean graduated from HEC School of Management in 1994 and is an Associate Member of the CFA Society of France since 2002.
Bedrock Asset Management
AXA Investment Managers
AP Anlage & Privatbank AG
Zurich Insurance Pension Fund
Notenstein Private Bank
Horizon Asset Management
Lyxor Asset Management
Oddo Asset Management