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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:

Tentative Agenda

11:30 am                           Registration

11:45 am - 1:00 pm         Welcome Lunch
          
1:00 pm - 1:40 pm          Work Session 1
          
1:45pm - 2:25 pm           Work Session 2
          
2:30 pm -  3:10 pm         Work Session 3
          
3:15 pm -  3:40 pm         Coffee Break
          
3:45 pm - 4:25 pm          Work Session 4

4:30 pm - 5:10 pm          Work Session 5

5:15 pm - 5:55 pm           Work Session 6
          
6:00pm                             Shuttle to the Rodeo

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

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SPONSORS

AXA IM (1)
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Janus Henderson Investors
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MFS IM
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Manulife
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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

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

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Geoffrey Kelley, CFA

Senior Portfolio Manager, Global Head of Strategic Asset Allocation and Systematic Equity

As a senior portfolio manager and the global head of strategic asset allocation and systematic equity within the firm’s multi-asset solutions team, Geoff is active in the portfolio construction process, most notably with respect to the longer-term strategic themes and targets across the global range of asset allocation products and solutions. He’s also responsible for portfolio management activities for target-date, target-risk, managed volatility, and multi-asset class income strategies. In his capacity as head of systematic equity, Geoff oversees and monitors the investment activity of the team’s passive equity strategies and handles portfolio management responsibilities for the firm’s factor-based equity exchange-traded funds and collective investment trusts. In addition, Geoff conducts fundamental and quantitative research across various asset classes and investment strategies.

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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:
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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