Join a group of leading asset managers for a roundtable discussion, investment insight and networking on Guernsey.
Taking place on Tuesday 17th November on Guernsey, this working lunch will bring together investment experts from 4 leading asset managers for a deep-dive into industry themes as well as fund specifics. Aimed at fund selectors, wealth managers and fund researchers, numbers this exclusive event are limited allowing attendees to really drive the direction of the conversation ensuring it remains relevant for them.
The event will also qualify for structured CPD.
Agenda
Tuesday 17th November
12:00-12:15
Arrival and registration
12:15-14:45
Presentations and Lunch
15:00
Departure
Content & Speakers
Guests will hear from 4 leading fund manager speakers on a range of strategies. All are experts, thought leaders, and industry innovators allowing for a truly valuable debate between speakers and guests alike.
DBI Managed Futures
Access the edge of hedge fund strategies through liquid, transparent futures.
Director
Greg Clerkson
IM Global Partners
Asia ex-Japan Equity
Head of Asia ex-Japan Equities and fund manager
Lisa Lim
Rathbones Asset Management
Lisa is the Head of Asia ex-Japan Equities and fund manager. Lisa joined from Prusik Investment Management where she was a Partner and Portfolio Manager and was instrumental in setting up and leading its sustainable investing capabilities. Prior to this she was a fund manager at Columbia Threadneedle for over a decade and led several Asia equities institutional portfolios. Lisa started her career in academic research and was a tenure track Assistant Professor in Engineering at the National University of Singapore. Lisa serves as a Board Trustee and on the Investment Committee of Foundation Scotland and is an INED of Sime Darby Properties.
Natixis Investment Managers
Global Market Strategy
Senior Investment Specialist
David Czupryna
Natixis Investment Managers
David Czupryna, CFA, is a senior investment professional with over eighteen years of experience across European equities, derivatives, and institutional client solutions. He is a Senior Investment Specialist at Natixis Investment Managers, focused on equity strategies. Most of his career has been in business development and institutional distribution, where he has helped raise more than €950M and built client relationships across the DACH region, the Nordics, and Southern Europe. He also spent four years as a portfolio manager, running roughly €650M in global equities with full performance responsibility. He is at his best translating complex investment ideas into clear, credible decisions for clients, and he builds those relationships patiently, on direction of travel and trust rather than noise.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
The Old Government House, Ann's Place, St Peter Port, Guernsey, GY1 2NU
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Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
