.jpg)
.png)
ABOUT THE EVENT
Funds Society is delighted to invite you to the IX edition of the Funds Society Investments Summit! The event will be held on May 18th-19th 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 (May 18th), the IX edition of the "Funds Society Golf Tournament" will be held in the morning of May 19th 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 night of May 18th.
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
May 18th:
DAY 1
10:30 am Registration & Breakfast
11:00 am - 11:40 am Work Session 1
11:45 am - 12.25 pm Work Session 2
12:30 pm - 1:10 pm Work Session 3
1:15 pm - 2:25 pm Lunch
2:30 pm - 3:10 pm Work Session 4
3:15 pm - 3:55 pm Work Session 5
4:00 pm - 4:15 pm Coffee Break
4:20 pm - 5:00 pm Work Session 6
5:05 pm - 5:45 pm Work Session 7
7:30 pm Dinner
DAY 2
8:30 am Golf Tournament &
other activities
2:00 pm Lunch & Prize ceremony
* The agenda is tentative and may be subject to change.
SPONSORS
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
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
_edited.png)
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:
US Investment Grade Credit - AXA Investment Managers
Frank Olszewski, Head of IG Active US Credit
Frank has been the Head of US Investment Grade Credit since 2014 and a Portfolio Manager within the US investment grade team since joining AXA IM in 2008. In addition to managing core strategies, Frank is also responsible for covering the telecommunications and railroad sectors research.
Prior to AXA IM, he was a Portfolio Manager in the institutional fixed income division of BNY Asset Management (BNYAM) for six years, where he managed core fixed income portfolios and was the Head of Credit Strategy. Prior to joining BNYAM, he was an Associate Portfolio Manager at GE Asset Management for three years, where he managed credit and ABS portfolios. Frank started his career in 1994, with Fiduciary Trust Co. International, as an Assistant Portfolio Manager for five years.
Frank holds a Bachelor’s degree in Business Management from Franklin & Marshall College; and is also a CFA charterholder.
Presentation title: Barings Private Credit Corporation
- Becon Barings
Joseph Mazzoli, Director Global Private Finance
Joseph Mazzoli is a member of Barings’ Client Portfolio Management Team, responsible for distribution and management of Barings’ Private Credit Direct Lending BDC franchise. Joseph has worked in the industry since 2012. Prior to joining the firm in 2022, he worked for Wells Fargo Securities’ Leveraged Finance Sales and Trading Group, where he worked as a Senior Investment Analyst covering loans and bonds in the Healthcare, Packaging, Real Estate, and DATS sectors. Before that, Joseph worked in the Equity Research Department of Wells Fargo Securities covering BDC’s and Private Credit. In a prior role at Wells Fargo Securities, Joseph worked on the Leveraged Loan Syndicate desk with a focus on structuring and underwriting syndicated loan transactions.
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.
Presentation title:
Multi-Sector Income Fund
- Janus Henderson Investors
Seth Meyer, CFA, Head of Fixed Income Strategy, Portfolio Manager
Seth Meyer is Head of Fixed Income Strategy at Janus Henderson Investors, a role he has held since 2022. In this role, Seth informs on the strategic direction and ESG strategy of the fixed income platform, and leads the client portfolio manager team. Additionally, he is a Portfolio Manager responsible for co-managing the US and Global High Yield, Multi-Sector Credit and Short Duration High Yield strategies. Seth was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst.
Presentation title: Back to Basics: Revisiting the classic 60/40 mix - MFS Investment Management
.png)
Gary Hampton, Director, Investment Product Specialist
Gary Hampton, CFA, is a director and investment product specialist with MFS Investment Management® (MFS®). In this role, he communicates investment policy, strategy and tactics, performs portfolio analysis and leads product development for the firm and its clients.
Gary joined MFS in 1996, initially working with defined contribution plan clients in MFS’ retirement division. He joined the MFS Global Product team in 2007 as an investment product analyst covering several of the firm’s core‐ and value‐focused equity strategies. He was appointed to the investment product specialist role in 2013.
Gary earned a bachelor's degree from Northeastern University. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Society Boston.
Hans W. Sapra, Vice President and Client Portfolio Manager, Fixed Income
Hans Sapra is a vice president and client portfolio manager on the fixed income team at Voya Investment Management. Previously at Voya, he held the position of senior portfolio management assistant, focusing on Voya’s fixed income separately managed accounts business. Hans earned an MBA in finance from the University of Georgia and a BS in international business and economics from Boston University. He holds the FINRA Series 7 license.
Pilar Arroyo, Investment Director, Fixed Income
Pilar Arroyo joined M&G in 2018 and was appointed investment director in 2022 providing support for the M&G fixed interest fund range.
Before this, Pilar was an analyst at Deutsche Bank Asset & Wealth Management, and then spent six years as a fixed income specialist at Credit Andorra, initially as part of the fixed income desk before later joining the Asset Management team for institutional clients.
Pilar holds a degree in Business Economics from Universidad Pontificia de Comillas (ICADE) in Madrid and she is fluent in Spanish and English.
She is a CFA charterholder and she also holds the CFA Certificate in ESG Investing.
Alberto D'Avenia, Managing Director, Head of US Offshore
Alberto D'Avenia is a managing director, head of US Offshore at Voya Investment Management. He joined the firm following Voya’s acquisition of the substantial majority of Allianz Global Investors U.S. business, where he was a managing director and head of US NRB and LatAm retail. Prior to that at Allianz, Alberto was head of business development southern Europe and country head for Italy. Alberto is an experienced investment management professional with over 20 years of investment experience within the asset management industry in different Mediterranean countries and within the Italian market.
SPEAKERS
.png)
Presentation title:
Allianz Investment
Grade Credit
- Voya Investment Management
_edited.png)
APP FOR THE EVENT
As a registered attendee at the event IX Funds Society Investment Summit Palm Beach we offer you an application for mobile phones and tablets that can be very useful during the event.
STEPS
STEP 1:
Event IX Funds Society Investment Summit Palm Beach is available with a password in the container application of Eventool. You can download this application from virtual stores through the following links.
STEP 2:
Once the app is open you have to enter the password 9FSISUMMIT in the "Search" tab to access the event.
STEP 3:
The access to the event in the application is only available to registered users. Access with the e-mail and password, which you will receive right after registering to the event.