US Breakfast Briefing Zurich
Tuesday, 14th March 2017
With the US currently in a bull market and overall sentiment positive our speakers will evaluate what the main drivers are for this and what can we expect going forwards.
Some notable US Equity funds poised for performance will be showcased at this breakfast 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 this market.
Old Mutual Global Investors is privately owned investment manager. The firm primarily provides its services retail and institutional clients. It manages separate client-focused equity and fixed income portfolios. The firm launches and manages equity and fixed income mutual funds and manages balanced and multi-asset mutual funds. It also launches and manages hedge funds. The firm invests in public equity, fixed income, and alternative investment markets across the globe. It invests in stocks of large, medium and small-cap companies. The fim employs long and short strategies to make its investments. It employs fundamental analysis to make its investments.
First Trust Global Portfolios Limited operates as an investment management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. First Trust Global Portfolios serves customers worldwide.
Dr. Burkhard Varnholt
CIO Switzerland & Vice-Chairman of the Investment Committee
Burkhard Varnholt is the Chief Investment Officer (CIO) Switzerland and Deputy Global CIO and Vice-Chairman of the Investment Committee for Credit Suisse.
Varnholt rejoined Credit Suisse in November 2016, having worked for the bank from 1996 to 2006 as Global Head of Financial Products & Investment Advisory in Private Banking. From 2006 until 2014, he was Chief Investment Officer at Bank J. Safra Sarasin. Thereafter, he was Chief Investment Officer and Head of Investment Solutions Group at Julius Bär.
Investment Director, Global Equities
Old Mutual Global Investors
Justin joined Old Mutual Global Investors in 2014 and is an investment director in the global equity team. He joined from UBS Global Asset Management where he worked as a strategist for the emerging market equities team. Justin was formerly based in Asia as an investment advisor to the then CIO of Shinsei Bank, Tokyo, focusing on emerging market investment opportunities throughout Asia and EMEA. Justin began his career as a barrister, practising in London. He holds an LLB (hons) from the University of Durham and a BA (hons) from the Queen's University of Belfast.
Senior Product Specialist, FT
First Trust Global Portfolios
Gregg Guerin is the Senior Product Specialist for First Trust Exchange Traded Funds, responsible for the support of First Trust’s expansion into European markets.
He is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market.
He has been entrenched in the ETF industry for over 7 years and sees tremendous growth potential for the ETF market here in the UK and European markets.
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