16th Investor Focus Roundtable: Navigating Global Investment Opportunities: Fixed Income, High Yield, Indian Markets, and Equity Strategies

FOR PROFESSIONAL INVESTORS ONLY

Dear Partners, Sponsors, and Interested Parties,

After a wonderful summer break, we are delighted to invite you to the next Investor Focus Roundtable with four exceptional speakers. The roundtable will take place on September 3, 2024 from 10:00 to 14:00 at Haus zum Rüden. The following interesting presentations await you:

Why consider India for a standalone allocation, and why choose Alquity India?
With Prime Minister Modi’s re-election and the unveiling the recent budget, India's growth trajectory looks promising. The government's continued focus on infrastructure and the rural economy, coupled with a strong monsoon season, positions India for significant growth. Join Mike Sell as he discusses key investment opportunities over the next 1-3 years. With expert insights and sustainable investment approach, Alquity India is your gateway to capitalizing on India’s dynamic economy.

Company: Alquity Investment Management Ltd.
Speaker: Mike Sell

Fixed Income: if not now, when?

After a plateau, the central banks in the western hemisphere have initiated a turnaround in interest rates, which is why the lavish coupons of recent months will soon be a thing of the past. In an entertaining presentation, Mario Künzel will show why it is ideal to invest in an actively managed fixed income portfolio now.
Company: DJE Kapital AG
Speaker: Mario Künzel

Get a disproportionate advantage in High Yield if you can cope with monthly liquidity

Why invest in Credit High Yield in the Nordic region? Why choose Ridge Capital to do it? Their investment edge and reason to exist is well summarized in the “The Hedge Fund Journal” interview with the lead managers of Ridge Capital, which was published in the 2024 edition of "Tomorrow’s Titans: 50 rising star hedge fund managers“. Ridge Capital’s net performance as of end July 2024: +2.5% in July. +12.9% YTD. +22.8% in the last 12 months. The volatility is below their 5% structural target. The correlation with equities is close to zero.
Company: Ridge Capital AB
Speaker: Christoffer Malmström & Måns Levin

Four Complementary Frameworks for Equity-like Returns combined with Risk Mitigation

At Varenne Capital, they look to set themselves apart through a distinctive blend of independent and complementary frameworks developed over 20 years of research and development. Their unique philosophy of solving equations differently and looking to add value at every stage of the investment lifecycle drives their commitment to delivering superior long-term returns with minimized risk taking. Discover how Varenne Capital’s comprehensive strategy skillfully separates opportunities from risks, employing Tail Risk Hedging for downside risk mitigation. From the opportunity standpoint, they look to maximize long term compounding through Long Equity, Short Equity, and Merger Arbitrage. Supported by dedicated teams offering unique perspectives, their expertise, enriched by proprietary databases and technology empowers them to discern and seize the most promising opportunities on global developed markets, with reduced expected equity market risk.
Company: Varenne Capital Partners
Speaker: Jonathan Monat

Program:

10:00 – 10:15 Registration

10:15 – 10:20 Introduction SFP

10:20 – 10:45 Presentation 1: Alquity - Mike Sell

10:45 – 11:10 Presentation 2: DJE - Mario Künzel

11:10 – 11:25 Break

11:25 – 11:50 Presentation 3: Ridge Capital - Christoffer Malmström & Måns Levin

11:50 – 12:15 Presentation 4: Varenne Capital - Jonathan Monat

12:15 – 14:00 Lunch

As seating is limited, we recommend securing your place early.

We look forward to welcoming you to our event. If you have any questions or require further information, please do not hesitate to contact us.