Speakers

Tim Vanvaerenbergh

CEO

LuxHedge

Stephanie Sutton

Investment Director

Artemis Investment Management

Loïc Guilloux

Head of Development

H2O AM

Matthew McKelvey

Head of Product Management, Multi Asset and Specialist Equities

Insight, a BNY Mellon company

Alex Burt

Investment Director

Schroders GAIA

Tim Rohkemper

Executive Director

Goldman Sachs

Independent and owner-managed, Artemis opened for business in 1997. Its aim was, and still is, exemplary investment performance and client service. All Artemis’ staff share these two precepts – and the same flair and enthusiasm for fund management. Today, Artemis is a leading UKbased fund manager, offering a range of funds which invest in Europe, the UK, the US and around the world. As a dedicated, active investment house, we specialise in investment management for both retail and institutional investors. The firm now manages some €29.3 billion.

Artemis’ US absolute return strategy is an equity ‘long/short’ strategy. It aims to deliver a positive return over the longer term, irrespective of movements in the market. Highly regarded manager Stephen Moore has managed this strategy since 2010 and has been shorting stocks since 2004. The strategy combines macro analysis with bottom-up stockpicking to deliver superior returns to cash with low volatility.

With over US$1.8 trillion in assets under management (As at 30 September 2018) BNY Mellon’s multi-boutique model encompasses the skills of specialized investment managers who are all leaders in their respective fields. Each is solely focused on investment management, and each has its own unique investment philosophy and process. At BNY Mellon Investment Management, our goal is to build and manage investment strategies that address the ever changing needs of our clients.

The Insight Broad Opportunities Strategy (the Strategy) is a diversified growth solution that seeks to generate returns of 3 month LIBID + 4.5% gross of fees over an annualised five year period. A distinguishing feature of our approach is that we access traditional market-based returns, as well as a range of alternative strategies which are generally less correlated with broad asset class returns. This allows us to access an opportunity set broad enough to give us high levels of confidence that we can deliver a smoother path towards our targeted returns, through a wide range of market environments.

H2O AM is an affiliate of Natixis Investment Managers established in 2010 with over EUR 29bn assets under management as of today. Initially located in London the company has now offices in Singapore, Monaco and Paris. If H2O AM are well known for their historical Global Macro strategies, they have now been focusing on strategies which are not under a capacity constraint : the Equity expertise, the benchmarked Fixed Income funds and its innovative Barry range.

Barry Funds : following the Regulatory Tsunami, trading capacity is now estimated to be over 10 times lower than before 2008. This is challenging market liquidity, hence a much higher frequency of brutal movements, though local & confined, than in the past. These new market structures are sources of opportunities for who can monetize them and that is the purpose of the Barry Funds. They aim to offer investors a value that has been taken away from them through new sources of return, based on convexity, and true diversification.

By bringing together people, capital and ideas, Goldman Sachs produces solutions and results for our clients. Our Fund Solutions team within the securities division helps clients access both unique internal cross asset content and a select group of external alternative asset managers.

The Goldman Sachs EFI Long Short Risk Premia Portfolio offers an allocation to five well-known and researched equity factors: Low Beta, Size, Value, Momentum and Quality. It is constructed to deliver diversified exposure, reflecting the interdependencies between the factors, while targeting a beta neutral portfolio.
The Goldman Sachs EFI Long Short Risk Premia Portfolio factors are supported by academic research, measurable using publicly available data and accessible via a liquid, long/short strategy. The long asset has a beta to the equity universe that is less than 1. The short asset is simply the MSCI Daily TR Gross World USD, adjusted for this beta exposure, thereby creating a beta-neutralized long short strategy.

We are a global investment manager, helping institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for €508.2bn (as at 30/06/18) of assets for our clients who trust us to deliver sustainable returns. Today, we have 4,900 people across six continents focussed on doing just this.

Schroder GAIA Helix is a multi-strategy, multi-manager, market neutral hedge fund in a liquid format, comprising some of Schroders’ most effective alpha-generating strategies. Unlike many multi-strategy funds, Schroder GAIA Helix invests directly in its strategies and has full transparency of its positions, so the management team can respond quickly if required. The fund has access to over 150 high quality strategies across equities, fixed income, multi-asset and alternatives.