Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
EQUITIES MASTERCLASS LUNCH
Professional Investor Forum
6th May 2026 | Hôtel Métropole | Geneva
Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
This lunch event will bring together leading equity market experts, portfolio managers, and investors to explore the evolving dynamics of global equity markets.
OUTLOOK ON EQUITIES
FLORIAN MARINI
Head of Equities
Bank Syz
Equities Investment Strategies
OLEG KAPINOS
Product Specialist
Asset Management One
Theme:
Japan Research Value Plus Strategy
Oleg is a seasoned investment professional with two decades of experience focused on Japanese and broader Asian markets. Based in London, he currently combines his role as Product Specialist with leading Global Distribution Strategy ex Japan at Asset Management One. Prior to this, he was a Senior Product Specialist at Tokio Marine Asset Management in London and held multiple roles within the financial industry in Tokyo. His professional expertise includes Japanese equities, alternative investments, and cross border business development bridging Eastern and Western markets. Oleg is a Hitotsubashi University graduate, holds the CAIA charter, and is fluent in Japanese.
NISHA THAKRAR
Product Specialist
Nedgroup Investments
Theme:
When Diversification Isn’t Diversification
Nisha Thakrar joined Nedgroup Investments in 2023. She has more than two decades of experience engaging with retail and institutional clients across asset class. Nisha was previously at Capital Group where she was an investment specialist for the multi-asset solutions business, senior manager of the product development team in Europe and held various other roles. She holds a master’s degree with honours in electronic engineering with computer science from University College London. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Nisha is based in London.
JORDAN BURLEIGH
Investment Specialist
Harbor Capital
Theme:
Health Care at a Turning Point: Why Active Management Matters Now
Jordan Burleigh currently serves as an Investment Specialist at Harbor Capital Advisors. He is part of the Investment Specialist Team that provides insights on financial markets and serves as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, Jordan was a Client Portfolio Manager at Pioneer Investments (formerly Amundi US) where he was responsible for communicating the investment philosophy and process, portfolio positioning and performance for US and Global Equity strategies. He also previously served as a Senior Product Manager at Pioneer Investments, primarily focusing on equities. Prior to joining Pioneer, Jordan served as an Officer at State Street Global Advisors. Jordan received a BS in Finance from Bentley University and is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston.
EVENT SPONSORS
EVENT LOCATION
Hôtel Métropole
6th May 2026