Drive the debate and explore industry insights and fund specifics in an exclusive roundtable setting.
Taking place on Tuesday 10th March at The Merrion Hotel, the Wealthwise Dublin Working Lunch will bring together investment experts from 4 leading asset managers with fund selectors, wealth managers and researchers from across Ireland.
The event will run from 12pm until 3pm, including lunch, and numbers will be limited to encourage effective roundtable discussions allowing the debate to be driven by you.
The event will also qualify for 1.5 hours of structured CPD.
Agenda
Tuesday 10th March
12:00
Arrival and Registration
12:30-14:30
Presentations and Lunch
15:00
Coffee and Departure
Content & Speakers
You will hear from 4 top fund manager speakers on a range of sectors. All are experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event. There will also be plenty of opportunity for you to discuss issues most relevant for you.
Strategic Credit
The Fund aims at generating an attractive level of income in the medium term focusing on high quality credit and resilient corporates on a global basis.
Global Credit Analyst
Vincent Faradji
Algebris Investments
Vincent joined Algebris in 2023 as an investment analyst for our global credit strategies. He holds a BSc and MSc in Finance from Bocconi University.
GIB AM Emerging Markets Active Engagement Fund
Portfolio Manager
Kunal Desai
GIB AM
Kunal Desai is Portfolio Manager of the GIB AM Emerging Markets Active Engagement Fund. Kunal has over 15 years of experience in investing in Emerging and Frontier Markets, having most recently been a Partner at Mobius Capital Partners. Prior to Mobius Capital Partners, he was the Lead Manager of the award-winning Neptune India Fund as Head of Indian Equities, and also served as a portfolio manager on the Neptune Global Emerging Markets Fund.
Polen Capital’s European High Yield strategy
Portfolio Manager
Ben Pakenham
Polen Capital
Ben is lead Portfolio Manager of Polen Capital’s European High Yield strategy and co-Portfolio Manager of the Global High Yield strategy. Ben previously served as the Head of European High Yield and Global Leveraged Loans at Aberdeen, where he was the lead manager on several European and Global High Yield strategies. Before joining Aberdeen in 2011, he was a fund manager at Henderson Global Investors. Ben began his career as a credit analyst at New Star Asset Management in 2005 and became an assistant portfolio manager in 2007. Ben holds a BA (Hons) in History from Leeds University.
Global Strategic Bonds
The Vanguard Global Strategic Bond Fund is an actively managed global fixed income strategy aiming to deliver a higher total return than the Bloomberg Multiverse Index, combining income and capital growth. The portfolio spans global government, corporate, securitised, and emerging‑market bonds, with the flexibility to allocate up to 25% to high‑yield and significant EM exposure. The fund adheres to a disciplined, risk‑controlled philosophy, maintaining duration within +/‑1.25 years of benchmark and applying structure to manage sector deviation and volatility. Designed as a core global bond allocation, it offers broad diversification, robust risk management, attractive pricing (OCF 0.40%), and access to the depth and expertise of the Vanguard Fixed Income Group.
Head of Fixed Income Specialism, PRD Europe
Kelly Gemmell, CFA
Vanguard
Kelly Gemmell, CFA, Heads the Fixed Income Product Specialism team in Europe. Her team covers active and index mutual funds and ETFs. Kelly joined Vanguard in 2022, having previously worked in discretionary portfolio management at Morgan Stanley and Credit Suisse. She analysed equity and fixed income securities and managed equity, fixed income and multi asset portfolios. She also led the development of the sustainable direct securities platform for both equity and fixed income securities. Kelly holds a bachelor’s degree in Business Management from Kings College London, is a CFA charterholder and holds CFA institute certificates in both ESG investing and Climate and Investing.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
The Merrion Hotel, D02 KF79
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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.
