Alternative UCITS Seminar

Tuesday March 31, 2020

Hotel Amigo

LuxHedge is pleased to invite you to the next Alternative UCITS seminar in Brussels

“Choosing the right strategy and the right manager has become more important than ever”

 

  Tuesday, March 31, 2020

  9am – 2pm (lunch included)

  Hotel Amigo

  Rue de l’amigo, 1000 Brussels, Belgium

Speakers

Tim 3

Tim Vanvaerenbergh

CEO

LuxHedge

Francois-Collet

François Collet

Fund Manager

DNCA Finance

David Parsons Photo

David Parsons

Director Fixed Income

M&G Investments

Ronny Gwerder

Ronny Gwerder

Portfolio Advisor

Schroders

Paul Gleize

Managing Director

Tiedemann IG

“Diversification is the only free lunch in Finance.”
– Harry Markowitz

All financial specialists understand the need to expand and construct diversified portfolios that withstand the potential sell-offs to come, utilizing instruments that are regulated and liquid. This is unequivocally what Alternative UCITS funds bring to the table. They are designed as portfolio “safeguards” during times of stress and focus on providing genuine diversification by delivering absolute returns, uncorrelated from traditional markets.

Historically limited to a small privileged audience, an expansive range of Alternative strategies are presently broadly accessible in a regulated, liquid UCITS form. LuxHedge is the expert data provider and knowledge center in this continuously growing market. On this occasion for professional investors, 4 alternative fund managers will present their story, their way to create added value and their investment strategies that deliver absolute returns.

Schedule

09:00 – 09:20

Welcome & Registrations

09:20 – 09:40

Alternative UCITS: Market overview, trends, fund selection & portfolio construction

Tim Vanvaerenbergh, CEO LuxHedge

09:50 – 13:05

In depth on Alternative Strategies

 

Rates Long/Short – DNCA Finance
François Collet
Fund Manager

Absolute Return Credit – M&G Investments
David Parsons
Director Fixed Income

Multi Strategy – Schroders GAIA
Ronny Gwerder
Portfolio Advisor

Merger Arbitrage – Lyxor AM / Tiedemann IG
Paul Gleize
Managing Director Tiedemann

13:05 – 14:00

Lunch

Managers and Strategies

DNCA‘s expertise, rigor and sense of accountability have helped DNCA Finance rank among Europe’s top investment firms.

For 20 years, we have rigorously created and managed highly effective and internationally recognized investment strategies with a strong focus on minimizing risk.

Today’s increasingly volatile and complex economic and financial environment rules out passive investment solutions. That’s why we build portfolios which reflect our fund managers’ strong convictions and their in-depth grasp of companies and the world they operate in.

DNCA Invest Alpha Bonds aims to deliver a higher performance than the EONIA index plus 2,5%, with an annual volatility lower than 5%.

Sensitivity is actively managed between -3 and +7 to capture market performance and protect the fund against a rise in rates.

With a flexible allocation, an international investment universe and access to a wide range of fixed-income investment strategies, DNCA Invest Alpha Bonds offers investors a diversification solution for their bond investments.

M&G Investments is one of the biggest active asset managers in Europe which is reputed for its investment approach of conviction and long term view. M&G Belgium-Luxembourg looks to aid its clients to reach their financial goals via active investment management within a diversified range of asset classes.

As a responsible investor M&G takes into account all elements which could have a substantial influence on the long term, which includes environmental, social and governance factors (ESG).

M&G is one of the largest fixed income investors in Europe with €189 billion under management. The M&G Total Return Credit Investment Fund is part of the institutional credit capabilities that M&G has to offer and it is supported by over 40 years of experience within the asset class. M&G’s investment philosophy and style have remained virtually unmodified, given that they believe in the application of fundamental analysis by their experienced team of over 200 investment professionals.

The M&G Total Return Credit Investment fund with more than €10 billion in the strategy, is a fund that leans on the best ideas in the public multi-asset credit spectrum and allows the fund manager to generate return from credit risk and not duration or FX, whilst hedging the interest rate risk. The management of the fund is flexible and unconstrained by a benchmark.

Lyxor Asset Management Group is a European asset management specialist, an expert in all investment styles, active, passive or alternative. From ETFs to multi-management, with EUR 168.5 billion under management and advisory  (as of end of December 2019 and includes EUR 20 bn of assets under advisory).

Tiedemann Investment Group was founded in 1980 by Carl H. Tiedemann. TIG Advisors, LLC, an SEC registered investment adviser, currently manages alternative investment funds across two distinct strategies. TIG’s investment managers focus on capital preservation and uncorrelated returns.

Lyxor / Tiedemann Arbitrage Strategy Fund invests in global securities that are, or may become, subject to a corporate action or event and will trade primarily in connection with announced transactions. Such an event might include a tender offer, merger, liquidation, recapitalization, spinoff, proxy contest or exchange offer. The strategy seeks to maximize risk-adjusted returns by investing in complex deals with wide price spreads. Drew Figdor has been the portfolio manager of the inception of the strategy in 1993.

Schroders is 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 €495.9bn (as at 30/06/19) 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 Wellington Pagosa is a multi-strategy fund that invests in long/short equity, absolute return fixed income, and market neutral strategies. The fund seeks to generate consistent, positive returns across market cycles while managing market risk exposure and minimising drawdowns.

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