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ABOUT THE EVENT

Funds Society is delighted to invite you to the third edition of the Funds Society Houston Investment Summit to be held on March 2nd, 2023 at the Intercontinental Houston Medical Center.

After listening to the investments ideas and the outlook of our sponsors (AXA Investment Managers, Janus Henderson Investors, MFS Investment Management, Manulife Investment Management and Voya Investment Management) we will head to the  Houston's Livestock Show and Rodeo, where we will enjoy a rodeo show followed by Lauren Daigle's concert from the Funds Society private suite.

A shuttle will take us to the NRG Stadium, host of the Rodeo, and then take us back to the hotel after the show (complementary valet parking will be provided at the Intercontinental Hotel).

Join us for a great investments retreat with a perfect mix of academics and one of the most traditional events in Texas. Spots are limited so please reserve your space at your earliest convenience.

If you're not based in Houston, Funds Society will take care of flights, and accommodation. Additionally, accommodation can be provided for all other attendees upon request.


FOR COMPLIANCE REASONS, THE ATTENDANCE OF THE FULL ACADEMIC PROGRAM IS MANDATORY.

Our Previous event

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  AGENDA 

March 2nd:

11:30 am                           Registration

12:00 am - 1:00 pm        Welcome Lunch
          
1:15 pm - 1:55 pm           Work Session 1
          
2:00 pm - 2:40 pm         Work Session 2
          
2:45 pm -  3:25 pm         Work Session 3
          
3:30 pm -  3:55 pm         Coffee Break
          
4:00 pm - 4:40 pm         Work Session 4

4:45 pm - 5:25 pm          Work Session 5
          
5:45 pm                             Shuttle to the Rodeo

* The agenda is tentative and may be subject to change.

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SPONSORS

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Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Carlos Rodriguez,
Head of Portfolio Specialist & Intermediary Relations Group, Americas

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Benjamin W. Forssell, CFA

Global Multi-Asset Client Portfolio Manager, Multi-Asset Solutions Team

Benjamin W. Forssell, CFA

Global Multi-Asset Client Portfolio Manager, Multi-Asset Solutions Team

Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Meredith Birdsall, CFA
Senior Vice President, Senior Client Portfolio Manager, Fixed Income at Amundi US

Presentation title:
Global Multi-Asset Diversified Income Strategy - Manulife

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Benjamin W. Forssell, CFA

Global Multi-Asset Client Portfolio Manager, Multi-Asset Solutions Team

Benjamin heads up the client portfolio manager team supporting the multi-asset solutions team. His responsibilities include all aspects of product management, including assisting client-facing teams in the effective communication and positioning of the firm’s asset allocation capabilities with clients, prospects, and consultants.
Prior to joining Manulife’s Investment Management organization, Benjamin was assistant vice president and head of platform development for Manulife’s Asia wealth management team based in Hong Kong, managing fund selection and development for Manulife’s wealth management businesses in Asia. Previously, he worked for Manulife/John Hancock in the United States in various roles, including fund selection for Manulife’s U.S.-based wealth management businesses and selling separately managed accounts to independent financial advisors targeting high-net-worth individuals. Benjamin started his career at Lord Abbett selling mutual funds, retirement plans, and separately managed accounts to financial advisors across the United States. Benjamin holds the Chartered Financial Analyst designation.

Presentation title:
Allianz Short Duration High Income and American Income
- Voya Investment Management

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Michael W. Memory, CIPM

Senior Vice President, Client Portfolio Manager - Income & Growth

Michael Memory is a client portfolio manager, income and growth at Voya Investment Manager. He joined the firm as part of Voya's acquisition of Allianz Global Investors U.S., where he was a senior product specialist and director with product-specialist responsibilities for the U.S. income and growth strategies team. Prior to that, Michael held roles in marketing, performance measurement and compliance. Previously, he worked at Financial Network Investment Corporation and CIBC Oppenheimer. Michael earned a BA from the University of California, Los Angeles and holds a Certificate in Investment Performance Measurement (CIPM).

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Greg Kuhl, CFA
Portfolio Manager

 

Greg Kuhl is a Portfolio Manager, Global Property Equities at Janus Henderson Investors and is responsible for co-managing the Global Real Estate strategy. Prior to joining Henderson in 2015, Greg was vice president, global REITs at Brookfield Investment Management, where he was a senior analyst for global long-only and global long/short strategies focused on property equities across North America, Europe, and Asia. Before this, he was an analyst on the public real estate securities team at Heitman providing recommendations on property equities in North America. He began his career at Accenture as a financial services/capital markets analyst.

Presentation title:
US Short Duration and US Emhanced HY strategies
- AXA Investment Managers

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Peter Vecchio, CFA

US High Yield Portfolio Manager

Pete is a Portfolio Manager within the US High Yield team, a role he has held since 2009. Prior to his current role managing US Short Duration High Yield portfolios, Pete was re-sponsible for covering the aerospace and defense sectors. Pete joined AXA IM in 2006. Prior to joining AXA IM, Pete spent a year as a Client Administrator in the asset-backed securities division of Deutsche Bank, where he managed the daily transactions for a variety of companies. Pete has a Bachelor’s degree in Economics from Williams College, and is also a CFA charter-holder.

Presentation title:
We Have Been Expecting You, Mr. Bond! - MFS

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Benoit Anne
Lead Strategist, Investment Solutions Group

Benoit Anne is a lead strategist in the Investment Solutions Group at MFS Investment Management® (MFS®). In this role, he is responsible for helping to drive fixed income distribution efforts with a focus on the EMEA region, working collaboratively with MFS' investment team and other key constituents across the firm to develop research and thought leadership content. He is based in London.

Benoit joined MFS in 2021 in his current role. Previously, he worked at Liberty Mutual for five years as managing director and head of public markets strategy. He was previously the global head of EM strategy at Société Générale and also worked as senior director, head of EMEA strategy at Merrill Lynch. He began his career in finance in 2000 at the International Monetary Fund, where he was an economist.

SPEAKERS

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