/ fund finder WOrkshops
in partnership with
3 May 2023
hosted by
Yunus Selant is the Regional Manager for the Middle East and Africa region for Allfunds. With over 30 years of experience in the financial services industry, Yunus has covered both insurance companies and fund platform businesses. Yunus is responsible for the business strategy as well as the development of the Allfunds proposition for B2B institutions across the two regions.
YUNUS SELANT
Robert-Erich POLSTERER acts as a strategic advisor to financial institutions seeking to select, allocate dynamically and acquire, through an opportunistic or programmatic approach, best of breed asset managers.
Robert-Erich began his professional career as a portfolio manager at Merrill Lynch; he joined later Crédit Agricole Asset Management as a multimanager, was appointed head of advisory when Crédit Agricole AM merged with Société Générale AM to form Amundi, and finally co-founded AlphaPelago Investment Partners.
Robert-Erich holds a Master in Finance from Paris-Dauphine University, an MBA from HEC Paris and certificates in Corporate Valuation and Entrepreneurship from Wharton.
ROBERT ERICH POLSTERER
Oscar joined Robert Walters, DIFC in December 2018. He started his career in recruitment in 2011 with the
largest independent finance agency in the City of London focusing on newly qualified ACA candidates from the ‘Big 4’ placing into FTSE 100 & Bulge Bracket businesses primarily. Retained projects included multiple hiring of teams within British Airways, CBRE, Sainsburys, RBS & Barclays.
Transferring to the DIFC, Dubai in December 2016 Oscar has focused on Financial Services, Finance & Accounts, Compliance, Investment Banking Front
Office within IB Sell Side & Private Equity Buy side. As a seasoned recruiter and industry expert, he is best placed to assist you with your recruitment needs across the Middle East, providing in dept industry intelligence as well as fast, effective solutions.
OSCAR ORELLANA-HYDER
/ AGENDA
ROOM 1.
Host: Robert-Erich Polsterer
ROOM 2.
Host: Oscar Orellana-Hyder
ROOM 3.
Host: Yunus Selant
8:30am - 9am
Registration
9am - 9:30am
Blue Owl
9:35am - 10:05am
J Safra Sarasin AM
10:10am - 10:40am
SSGA
10:40am - 11:00am
Coffee Break
11:05am - 11:35am
Arcano
11:40am - 12:10pm
Pacific AM
12:15pm - 12:45pm
Pzena IM
12:45pm - 2:00pm
Networking Lunch
8:30am - 9am
Registration
9am - 9:30am
SSGA
9:35am - 10:05am
Pzena IM
10:10am - 10:40am
Pacific AM
10:40am - 11:00am
Coffee Break
11:05am - 11:35am
J Safra Sarasin AM
11:40am - 12:10pm
Blue Owl
12:15pm - 12:45pm
Arcano
12:45pm - 2:00pm
Networking Lunch
8:30am - 9am
Registration
9am - 9:30am
Pacific AM
9:35am - 10:05am
Arcano
10:10am - 10:40am
Blue Owl
10:40am - 11:00am
Coffee Break
11:05am - 11:35am
Pzena IM
11:40am - 12:10pm
SSGA
12:15pm - 12:45pm
J Safra Sarasin AM
12:45pm - 2:00pm
Networking Lunch
/ SPEAKERS & TOPICS
The Opportunity in European Value Stocks: Spotlight on Banks
Global stock markets have been volatile due to multiple concerns including the war in Ukraine, rising inflation and interest rates, banking turmoil and fears of a global recession. European stocks have been particularly hard hit and are now amongst the cheapest on a global basis.
We discuss the opportunities that we see in European value stocks with a particular
spotlight on banks.
Miklos C. Vasarhelyi, Pzena Investment Management
Principal, Portfolio Manager
Mr. Vasarhelyi is a co-portfolio manager for the European strategy. Mr. Vasarhelyi becamea member of the firm in 2012. Prior to joining Pzena Investment Management, he worked at Sanford C. Bernstein as a senior research associate covering U.S. large cap banks, and a research analyst at Banc of America Securities covering the Specialty Finance sector.
He earned a B.A. in East Asian Languages and Cultures from Columbia College, where he served as President of the Student Body, and an M.B.A. with Deans Honors and Distinction from Columbia Business School.
Emerging and developed markets, Trading Places?
Kamil will explain why EM equities offer an abundance of opportunities for active managers to deliver alpha. Supported by a strong EM macro backdrop vs developed markets, Kamil will explain the value opportunities for long term investors that they are seeing from a bottom-up perspective.
Kamil Dimmich, Pacific Asset Management
Portfolio Manager
Kamil Dimmich is Portfolio Manager of the Pacific North of South All Cap Equity Strategy and Partner at North of South Capital. Prior to joining North of South in 2009 he had been working with equities in a range of roles for over ten years, having started his career at UBS. Mr Dimmich holds an Operational Research degree from the London School of Economics and has the Chartered Financial Analyst designation.
Time Again for Outcome Investing?
The last decade had given us exceptional performance across almost every asset class. A simple allocation such as the traditional 60:40 equity : bond split fared extraordinarily well as equity prices soared and bond yields dropped. Given the volatility experienced over 2022 and with asset classes moving in tandem leading to a poor outcome for most investors; could this be a time when absolute target return portfolios regain prominence?
Daniel Farley, State Street Global Advisors
CIO, Investment Solution Group
Dan is an Executive Vice President of State Street Global Advisors, and CIO of the Investment Solutions Group. In this role, he oversees a global team of over 150 investment professionals managing over US$400B in multi asset class portfolios. His team is responsible for the firm’s target date, active asset allocation, and Outsourced CIO investment strategies. He is also a member of the firms Executive Management Group.
Dan joined the firm in 1992 and has over 25 years of investment experience. Prior to this role he was responsible for the US multi-asset class solutions team.
Investing through the lens of sustainability and high quality global dividends.
Both dividend pay-outs and share buy- backs by global companies are at all-time highs as we enter 2023. We explore what these important trends mean for investors and look at ways to provide exposure to this segment of the global developed equity market. We will also discuss the favourable tactical allocation to dividends as we anticipate ongoing high levels of uncertainty regarding outlook for rates and business cycle.
Joelle Amram, J Safra Sarasin Sustainable AM
Investment Specialist - Sustainable Equities
Joëlle Amram joined J. Safra Sarasin Sustainable Asset Management in 2019 as an Investment Specialist focused on sustainable equity funds. Prior to her current role, she worked at Credit Suisse as a Sustainable and Impact Fund Selection Analyst. Joëlle holds an MBA from Yonsei University School of Business, South Korea.
Why Direct Lending and Why Now: Investing in Private Markets with Blue Owl Capital
As investors confront high inflation, rising interest rates, and moderating economic growth, Blue Owl offers access to direct lending strategies focused on U.S. middle market and enterprise software companies that are poised to deliver positive real yields, diversification, and competitive performance—critical outcomes that are increasingly difficult to achieve through public markets alone.
Adarsh Dasika, Blue Owl Capital
Principal, Private Wealth International
Adarsh Dasika is a member of the Private Wealth International team at Blue Owl Capital where he is responsible for the growth of Blue Owl’s private wealth business in non-US markets. Adarsh oversees the expansion of Blue Owl’s credit and real estate products as well as new business initiatives across Canada, EMEA, APAC and LatAm. He is also responsible for deepening and expanding strategic partnerships across the alternative investment ecosystem to provide access to Blue Owl’s investment strategies and products to investors around the world.
Prior to joining Blue Owl, Adarsh spent nearly a decade at Blackstone on the team responsible for standing up the private wealth division. During his tenure at Blackstone, Adarsh lived in London to spearhead the expansion of the private wealth business in Europe and Asia. His responsibilities included business development and strategy informing when and how to enter new markets, helped structure and build the private wealth team(s) across regions, and established strategic partnerships with key private banks. While at Blackstone, Adarsh was part of the team that launched Blackstone’s first semi-liquid fund to the non-US market. Before joining Blackstone, he began his career at UBS in the Wealth Management division as part of the graduate training program.
European Floating Rate and Short Duration Fixed Income:
Historically Attractive Returns in an Uncertain World
During uncertain times, floating rate and short duration assets have historically offered attractive, risk adjusted returns under a wide variety of market scenarios. Whether it be inflation or growth concerns, these assets have shown their ability to capture income while minimizing price volatility.
David Bacon, Arcano Partners
Managing Director
David Bacon is Managing Director at Arcano Partners and Portfolio Manager responsible for manging the European Income Fund. Prior to joining Arcano, David started his career in Fixed Income at TIAA (Nuveen) in the United States, covering High Yield and Leveraged Loans. He is a CFA charterholder and member of the CFA Society Spain.
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