Header FS investment.png

ABOUT THE EVENT

Funds Society is delighted to invite you for the VIII edition of the Funds Society Investments Summit! The event will be held on October 5th-7th at the PGA National Resort in Palm Beach (Florida).

After listening to the investment ideas and the outlook of our sponsors during the Investments Day (October 6th), the VIII edition of the "Funds Society Golf Tournament" will be held in the morning of October 7th at the Champion Course. We also want to welcome non-golf players for whom we are preparing a very attractive agenda which will take place during the Golf Tournament on Friday. We are providing a complimentary shuttle from Miami to Palm Beach and accommodation at the resort for the nights of October 5th and 6th.

 

If you have not registered, please do so as soon as possible. Spots are limited.


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

Our Previous event

 

  AGENDA 

October 5th:

4:30PM   Bus Transfer from Miami

7:30-9:30PM    Welcome cocktail and dinner    Lakeside Lawn

October 6th:

08:00AM    Breakfast 

09:00AM    Morning Session 1 

09:45AM    Morning Session 2

10:30AM    Coffee Break 1 at Atrium /  Canterbury Foyer 

11:00AM    Morning Session 3

11:45AM     Morning Session 4

12:30PM    Lunch at British Open Ballroom 

01:45PM    Afternoon Session 1

02:30PM    Afternoon Session 2

03:15PM    Afternoon Session 3

04:00Pm   End of Academic Program

07:30PM    Dinner at Honda Pavilion

October 7th:

7:00AM   Breakfast 

7:30AM   Golf Tournament Registration 

8:30AM  Funds Society Golf Tournament 

10:00AM  Non-golfer activity 

1:30PM   Cocktail+ Golf Ceremony at Masters Terrace

3:00PM  Farewell

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

 
 

SPONSORS

Amundi AM
press to zoom
BNY Mellon IM
press to zoom
Janus Henderson Investors
press to zoom
M&G Investments
press to zoom
Ninety One
press to zoom
Thornburg IM
press to zoom
Vontobel AM
press to zoom
1/1
 

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

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

Carlos Rodriguez_edited.png
Carlos Rodriguez_edited.png

Presentation title:
Consider Short Duration – Amundi Funds Pioneer US Short Term Bondion 

meredith-birdsall_edited.png

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

Meredith Birdsall is a Senior Vice President, and Client Portfolio Manager for the Amundi
US
Fixed Income team. In that capacity, she meets with prospects and clients to discuss
the firm’s economic and market outlook, as well as Amundi US’s fixed income strategies.
Meredith has been involved in the investment industry for over thirty years.

Presentation title:
Why Quality investing for tough times?

Bradley George
Investment Director - Equities at Ninety 

Bradley is an Investment Director for Equities at Ninety One. In this capacity, he is responsible for articulating the investment philosophy, process, strategy and performance of Ninety One’s Quality and ESG strategies to Institutions and Advisors across North America. Bradley joined Ninety One in 2006 as Head of the Natural Resources investment team and served as lead Portfolio Manager for 10 years. His significant asset class and investment experience span 23+ years.

Presentation title:
BNY Mellon Global Real Return

Carlos Rodriguez_edited.png

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

Carlos leads a team of portfolio specialist who are responsible for representing Newton’s investment team in North America. His responsibilities include working with our distribution partner BNY Mellon and other financial intermediaries. Carlos works closely with our investment teams in London and regularly joins investment team meetings. As a Senior Portfolio Specialist Carlos represents our core strategies to investors in the US, Canada, and Latin America. 

Presentation title:
Focusing on Global Dividend Income

Michael Ordonez,
Director of Client Portfolio Management and Business Development Group at Thornburg Investment Management

Michael Ordonez is director of client portfolio management and business development group for
Thornburg Investment Management. In this role, Michael heads a team of client portfolio
managers responsible for the external-facing articulation of investment philosophy, process,
performance and positioning to clients across all channels.

Presentation title:
Amid volatility, healthcare’s appeal grows

Nichols_Jennifer_1900x1800_edited.png

Jennifer Nichols, CFA
Client Portfolio Manager at 
Janus Henderson Investors

Jennifer Nichols is a Client Portfolio Manager at Janus Henderson Investors. As a member of the investment team, she works closely with analysts and portfolio managers to create and deliver equity insights and analysis on a range of topics, including detailed explanations of many of the firm's equity strategies.

Presentation title:
Late Cycle Investing and the Value Fixed Income

David Norris – Head of US Credit at TwentyFour Asset Management

David joined TwentyFour in September 2018. Based in the New York office, he serves as the Head of US Credit as well as one of the portfolio managers of the Strategic Income Team. He is a credit specialist with 30 years’ experience in fixed income markets gained across a variety of senior roles in asset management and investment
banking in London, Frankfurt and New York.

Presentation title:
Opportunities in Fixed Income

Pilar Arroyo, Investment Specialist Fixed Income Team at M&G

Pilar Arroyo joined M&G in 2018 as an investment specialist in M&G's fixed income fund range.
Prior to that, Pilar worked as an analyst at Deutsche Bank Asset & Wealth Management and spent six years as a fixed income specialist at Credit Andorra. At this stage, Pilar was part of the fixed income desk before joining the Asset Management team for institutional clients.  Pilar is also a CFA Charterholder.

Bradley George_edited.png
Michael-Ordonez-1x1_edited.png
noris_david_edited.png

SPEAKERS

RGB - Pilar Arroyo Cropped Corporate Profile_edited.png