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 highly time efficient masterclass will bring together leading equity market experts, portfolio managers, and professional 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.
Our market outlook Keynote will assess the geopolitical and macroeconomic influences, and approaches to managing volatility in an increasingly complex investment environment.
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 highly time efficient masterclass will bring together leading equity market experts, portfolio managers, and professional 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.
Our market outlook keynote will assess the geopolitical and macroeconomic influences, and approaches to managing volatility in an increasingly complex investment environment.
Outlook on Equities
CHARLES-HENRY MONCHAU
Chief Investment Officer
Banque Syz
Equities Investment Strategies
CHARLOTTE SARGENT
Consultant Client Portfolio Manager
WCM Investment Management
Theme:
Why Culture Matters for Alpha Generation
WCM seek to invest in companies whose competitive advantages are strengthening relative to their peers while avoiding companies whose economic moats are deteriorating.
They view a company’s culture to be a key determinant of its long-term success and have a team of dedicated business culture analysts who work in tandem with researchers and practitioners. WCM seeks around 35 portfolio holdings with a quality growth emphasis to get pure global growth.
Their roster of diversification tools allows them to develop a deep awareness of portfolio exposures, ensuring alignment with their conviction levels, highlighting blind spots, and delivering an all-weather portfolio that should perform well in different environments.
Charlotte provides communication of WCM’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.
NISHA THAKRAR
Product Specialist
Nedgroup Investments
Theme:
Nedgroup Investments Contrarian Value Equity Fund
MICHAEL BOWEN
Senior Vice President
Turtle Creek Asset Management
Theme:
A Different Kind of Value Investing
Turtle Creek is a Toronto-based, independent equity investment manager focused on long term capital growth for a clientele of high-net worth families, institutions and wealth advisors. The firm’s asset under management have grown to US$4 billion over the last 26 years, most of which is managed according to a single strategy that is now available in a UCITS fund. Over the long term, Turtle Creek has consistently outperformed the market. While doing so, the firm works at minimizing risk through a deep and thorough understanding of each of its investments, combined with a unique position management process that seeks to continuously optimize its portfolios – for both risk and return. Furthermore, Turtle Creek’s co-founding partners are aligned to a degree that few other firms can match: all of their investable wealth is alongside the firm’s clients.
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 provided you are a professional investor or adviser that is able to select or recommend external funds on behalf of your organisation.
SPONSORS
