VII Funds Society
Investment Summit

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October 14-15

ABOUT THE EVENT

Funds Society is delighted to announce that the VII edition of the Funds Society Investments Summit is finally back! The event will be held on October 14th and 15th at the Ritz Carlton Golf Resort in Naples (Florida).

After listening to the investments ideas and the outlook of our sponsors during the Investments Day (October 14th), the VII edition of the "Funds Society Golf Tournament" will be held in the morning of October 15th at the Tiburon Golf Club.

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 Naples and accommodation at the resort for the nights of October 13th and 14th.

We really hope to welcome you in a safe and memorable come back to in person industry events.

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

 

* Designed by Greg Norman and home to the LPGA Tour's CME Group Tour Championship and the PGA TOUR's QBE Shootout.

OUR PAST EVENTS

  AGENDA 

October 13th

4:30 PM Bus Transfer  

7:30 PM Welcome Cocktail and Dinner

October 14th

7:30 AM Breakfast 

8:45 AM Morning Session 1

9:30 AM Morning Session 2

10:10 AM Coffee Break 1

10:30 AM Morning Session 3

11:15 AM Morning Session 4

12:00 PM Lunch

1:15 PM Afternoon Session 1

2:00 PM Afternoon Session 2

2:45 PM Coffee Break 2

3:00 PM Afternoon Session 3

3:45 PM Afternoon Session 4

7:30 PM Dinner 

October 15th

7:00 AM Breakfast 

7:30 AM Golf Tournament Registration

8:30 AM Funds Society Golf Tournament

9:00 AM Non-Golfer Activity 

1:30 PM Cocktail + Golf Awards Ceremony

3:30 PM Farewell

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

 
 
 

SPONSORS

vontobel
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Amundi Asset Management
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BNY Mellon Investment Management
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Janus Henderson Investors
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Manulife Investment Management
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M&G Investments
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RWC
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Thornburg Investment Management
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Presentation:
“Quality or Nothing”

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Ben Facone,
CFA Head of Client Portfolio Manager Team Quality Growth Boutique,
Vontobel

Ben Falcone joined Vontobel Asset Management in March 2015 as a Client Portfolio Manager for the firm’s Quality Growth Boutique. He is responsible for communicating the firm’s philosophy, process, performance, portfolio positioning and risk management.

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George Saffaye,
Managing Director,
Global Investment Strategist,
Newton

George is a global investment strategist for the Thematic Equity, US Large Cap Growth Equity, US Small Mid Cap Growth Equity and Global Natural Resources strategies. In this role, George guides the messaging and positioning of investment strategies. He is a critical interface between client-facing staff and investment teams.

Presentation:
"Opportunity in Emerging Markets over the next Five Years"
 

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John M. Malloy Jr,
Portfolio Manager,
RWC Emerging and Frontier Markets

John Malloy moved from Everest Capital to RWC in March 2015 to jointly lead the Emerging and Frontier Markets team with James Johnstone. He has 23 years of global investment management and research analysis experience in commodities, bonds and equities. Prior to joining RWC, John Malloy was with Everest Capital for 18 years, where his focus was on investing in emerging markets.

Presentation:
“Mobility Innovation for the future”

Presentation:
“The Time for Active Management is Now”

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Alec Murray,
Senior Vice President Head of Equity Client Portfolio Managers at Amundi

Alec Murray is a Senior Vice President and Head of Equity Client Portfolio Managers at Amundi US. He leads a team of client portfolio managers that are responsible for representing the investment philosophy, process and performance of the firm’s equity strategies, and providing updates on financial market trends and the firm’s economic outlook to clients and their advisors

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Matthew Culley,

Research Analyst, Assistant Portfolio Manager at

Janus Henderson

Matthew Culley is a Research Analyst at Janus Henderson Investors. He is a member of the Emerging Market Equities Team focused on the communications and technology sectors. Additionally, Matthew serves as Assistant Portfolio Manager on the Emerging Market Equity strategy. 

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Daniel J. Graña, CFA, Portfolio Manager, Emerging Market Equity at Janus Henderson

Daniel J. Graña is Portfolio Manager, Emerging Market Equity at Janus Henderson Investors, a position he has held since joining the firm in 2019. Daniel is responsible for the Emerging Market Equity strategy and co-manages the emerging markets sleeve of the International Opportunities strategy. 

Presentation:
"Emerging Market Equities"

Presentation:
"Next Generation Themes"

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Clinton L. Graham,
Vice President and Portfolio Advisor, 
Wellington Management

As a portfolio advisor with Wellington Management, Clinton works closely with portfolio managers as well as the firm’s macroanalysts and asset allocation strategists to articulate the firm’s investment strategies to clients and prospects. Within the Portfolio Advisor Group, he covers a variety of strategies and asset classes, including equities, alternatives, and fixed income. He represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global investing issues.

Presentation:
"High yield floating rate bonds: a natural hedge for a reflationary environment"

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Mellon James Tomlins,
Fund Manager,
M&G

 James Tomlins, who has more than a decade of experience in high yield credit, joined M&G in June 2011 and started managing fixed income portfolios in January 2014. The strategies he manages include the Global High Yield Bond, the Global Floating Rate High Yield and the Global High Yield ESG Bond strategies.

Presentation:
"Bond Investing in a Low Yield Environment"

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 Robert Costello, cfa
Client Portfolio Manager,
Thornburg Investment Management

Robert Costello is a client portfolio manager for Thornburg Investment Management. He serves as a liaison between the portfolio management team and key investment decision makers, communicating process and results of the firm’s fixed income investment strategies. Rob joined Thornburg in 2021.

Covid 19

COVID-19

Providing the safest environment for our delegates and sponsors is a top priority. Consistent with the most recent CDC guidance, fully vaccinated guests are not required to wear face coverings or social distance in indoor or outdoor areas of the venue. Nevertheless, to maximize protection from the Delta variant wearing a mask indoors is recommended.

We ask that unvaccinated guests, continue to wear face coverings and practice social distancing when they are in public spaces inside the venue.

 

To learn more about safety protocols related to COVID-19 at the Ritz-Carlton Golf Resort in Naples, please follow this link: https://whattoexpect.marriott.com/rswgr

 
 
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