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.

Overview

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.

Speakers

Dr. Burkhard Varnholt

Dr. Burkhard Varnholt

CIO Switzerland & Vice-Chairman of the Investment Committee
Credit Suisse

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.

Speakers

Justin Wells

Justin Wells

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.

Speakers

Gregg Guerin

Gregg Guerin

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.