Equities Masterclass Lunch
Geneva | 18th June 2024

Equities Masterclass Lunch 2024

This exclusive Equities Masterclass Lunch at the Beau-Rivage Geneva will unite industry experts for an in-depth exploration of the current equities market. The event begins with a networking lunch, offering participants a chance to discuss market trends and investment opportunities.

Our guest speaker will impart his knowledge on the equities market, providing attendees with crucial insights and actionable strategies to adeptly manage the dynamic equities environment. The session will cover various facets of equity investing such as market volatility, sectoral analysis, global economic shifts, and the effects of geopolitical events on markets.

Prominent fund managers specialising in equities will present their investment approaches and answer any queries about their strategies or the broader equities market.

The event will also feature numerous networking opportunities, enabling attendees to build connections, share ideas, and forge significant professional relationships within the equity investment sector.

Overall, the Equities Masterclass Lunch is set to be an informative and valuable event, equipping participants with the expertise and resources to successfully tackle the challenges of the equities market and make savvy investment choices.

Outlook on Equities

Hervé Prettre
Head of Equity & FI Research
Thematic Investments
Edmond de Rothschild

Equities Investment Strategies

Chisato Haganuma
Chief Strategist
Mitsubishi UFJ Trust & Banking Corp

Theme: Stagnation to Revival: Active Japanese Equities, the Rising Sun

Chisato Haganuma joined Mitsubishi UFJ Trust and Banking Corporation (MUFG: Trust Bank) as the Chief Strategist covering Japanese equity strategies in April 2019. He has 32 years’ experience in the investment research as a Japanese equity strategist. Prior to joining the Trust Bank, he was Chief Equity Strategist at Mitsubishi UFJ Morgan Stanley Securities for close to 9 years. Prior to this, Chisato began his career as an equity strategist at Nomura Securities in 1987. He spent 23 years there and served as the organisation’s Managing Director (2004–2007) and Chief Equity Strategist (2007–2010).

Chisato holds a Bachelor’s degree in Liberal Arts from the University of Tokyo (1982) and a MSc Economics from London School of Economics and Political Science (1987). He is a Chartered Member of the Securities Analysts Association of Japan (CMA).

Roman Poole
Associate Director
VanEck Asset Management

Theme: The VanEck Moat Strategy – Consistently outperforming the S&P 500 over a decade-long period with a passive strategy

Roman Poole is responsible for supporting the firm’s business and product development activities and for the growth of VanEck’s Swiss and Liechtenstein Wealth Management markets. Roman joined VanEck in July 2022 prior to which he was a specialist in forex sales and strategies for Swiss corporate clients at Ebury Partners (UK/CH)

He has an earlier career experience in the field of SaaS and cloud computing at Safe Swiss Cloud (CH) and holds a B.A. in Banking and Finance from the university of Zürich.

Richard Adams
Senior Investment Director and Head of American Century’s EMEA Business

Theme: Post Factor Investing: The Avantis Approach

Richard is responsible for directing our client business in Europe, the Middle East and Africa, and developing and implementing the organization’s long-term distribution strategy for the region.

Prior to joining American Century in 2018, he was a director and client portfolio manager covering global, U.S. and Japan equities for Columbia Threadneedle Investments. He previously served as a senior fixed income specialist at Columbia Threadneedle. Prior to that, Richard was a fixed income portfolio manager for ING Investment Management. He also served as a U.S. equity portfolio manager at Singer & Friedlander. He has worked in the investment industry since 2001.

Richard holds a bachelor’s degree in history and a master’s degree in finance from the University of London and a postgraduate diploma from the University of Oxford.

Summary of Agenda

11.45 – Welcome
12.00 – Presentations & Lunch
14.00 – Close

Register Here

There is no cost to attend and places are extremely limited. Confirmation is on a first come first served basis for professional investors or advisers who are able to select, recommend or influence fund selection on behalf of their organisation.

‘‘Thank you for hosting this event which I found to be very useful’’

- Fund Analyst, Santander

‘‘I enjoyed the format. Nice to have the managers move around for a change’’

- Investment Specialist, SJP

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