Equities Masterclass Lunch
Geneva | 7th May 2025
We are delighted to provide you with a complimentary invitation to our Equities lunch in Geneva at the Hôtel Métropole on Wednesday, 7th May 2025.
This exclusive event will bring together leading equity market experts, portfolio managers, and institutional investors to discuss key developments shaping global equity markets. Attendees will gain in-depth insights into evolving market dynamics, sectoral trends, and data-driven investment strategies designed to optimize portfolio performance.
Discussions will focus on earnings growth outlooks, valuation methodologies, geopolitical and macroeconomic influences, and approaches to managing volatility in an increasingly complex investment environment. This event offers a valuable opportunity for industry professionals to exchange perspectives and stay ahead in today’s rapidly changing equity landscape.
Equities Masterclass Lunch 2025
We are delighted to provide you with a complimentary invitation to our Equities lunch in Geneva at the Hôtel Métropole on Wednesday, 7th May 2025.
This exclusive event will bring together leading equity market experts, portfolio managers, and institutional investors to discuss key developments shaping global equity markets. Attendees will gain in-depth insights into evolving market dynamics, sectoral trends, and data-driven investment strategies designed to optimize portfolio performance.
Discussions will focus on earnings growth outlooks, valuation methodologies, geopolitical and macroeconomic influences, and approaches to managing volatility in an increasingly complex investment environment. This event offers a valuable opportunity for industry professionals to exchange perspectives and stay ahead in today’s rapidly changing equity landscape.
There is no cost to attend and places are limited to professional investors and advisers influential in fund selection
Outlook on Equities
CHARLES-HENRY MONCHAU
Chief Investment Officer
Banque Syz
Theme:
TBC
Equities Investment Strategies
CHARLOTTE SARGENT
Consultant Client Portfolio Manager
WCM Investment Management
Theme:
Why Culture Matters for Alpha Generation
Charlotte is engaged to support WCM in the UK; she provides communication of the firm’s investment thinking while servicing investment consultants and institutional clients. Since she began her investment career in 2016, Charlotte’s experience includes a position as a Client Portfolio Manager at H2O Asset Management. Charlotte earned her B.Sc. in Mathematics and Physics from Durham University.
NISHA THAKRAR
Product Specialist
Nedgroup Investments
Theme:
Nedgroup Investments Contrarian Value Equity fund
The Nedgroup Investments Global Strategic Bond Fund is designed to navigate the complexities of the global core bond market with a focus on stability and value. Managed by multi decade investors, this strategy aims to deliver steady long-term returns through high quality bonds. Top down (through rates allocation) and bottom-up (through credit selection) asset allocation is very agile and proactive, capturing perspectives to offer investors a reliable income stream and portfolio diversification of returns, away from equity-related profiles.
Nisha Thakrar joined Nedgroup Investments in 2023. She 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 holds the Chartered Financial Analyst® designation.
MICHAEL BOWEN
Senior Vice President
Turtle Creek Asset Management
Theme:
A Different Kind of Value Investing
Michael leads Turtle Creek’s business development efforts and is responsible for many of the firm’s client relationships. Before joining Turtle Creek in 2013, Michael was a consultant to a U.S. futures exchange for business development initiatives in Canada and a Director at a global investment bank. Prior to that, Michael spent nearly two decades at the investment banking subsidiary of a Canadian bank, where he was a Managing Director and Head of Canadian Fixed Income Sales.
There is no cost to attend and places are limited to professional investors and advisers influential in fund selection
SPONSORS
