Alternative UCITS Seminar

Thursday September 6, 2018

Hotel Baur  au Lac

LuxHedge is pleased to invite you to the next Alternative UCITS seminar in Zurich

“How to diversify your portfolio with Alternative UCITS funds?”

 

  Thursday, September 6, 2018

  8:30am – 2pm (lunch included)

 Hotel Baur au Lac

Talstrasse 1, 8001 Zürich, Switzerland

Speakers

Tim 3

Tim Vanvaerenbergh

CEO

LuxHedge

Hasan Abdat_1

Hasan Abdat

Partner – Head

ADG Capital Management

Duncan Moir

Sr. Investment Manager

Aberdeen Standard Investments

Alasdair Ross

Head of Investment Grade Credit

Columbia Threadneedle Investments

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Sara Corsaro

Head of Investor Relations

Andurand Capital

“Diversification is the only free lunch in Finance.”
– Harry Markowitz

All investors realize the need to diversify and build robust portfolios that withstand the sell-offs to come, using products that are regulated and liquid. This is precisely what Alternative UCITS funds have to offer. They are designed as portfolio “shock absorbers” during periods of stress and focus on genuine diversification by delivering absolute returns, de-correlated from equity and fixed income markets. Historically restricted to a small privileged audience, a broad range of Alternative strategies is now widely available in a regulated, liquid UCITS form. LuxHedge is the specialist data provider and knowledge center in this fast growing market. On this event for professional investors, 4 alternative fund managers will present their story, their approach to generate added value and their investment strategies that deliver absolute returns.

Schedule

08:30 – 09:00

Welcome, Coffee & Registrations

09:00 – 09:20

Alternative UCITS: Market overview, trends, fund selection & portfolio construction

Tim Vanvaerenbergh, CEO LuxHedge

9:30 – 12:30

In depth on Alternative Strategies

Alternative Risk Premia – Aberdeen Standard Investments
Duncan Moir
Sr. Investment Manager

Absolute Return Bonds – Columbia Threadneedle
Alasdair Ross
Head of Investment Grade Credit

Systematic Macro – ADG
Hasan Abdat
Head of ADG Capital Management

Commodity Long/Short – Andurand Capital
Sara Corsaro
Head of Investor Relations

12:30 – 14:00

Lunch

Managers and Strategies

Standard Life Aberdeen plc is one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management PLC. Operating under the brand Aberdeen Standard Investments, the investment arm manages $764.3bn of assets, making it the largest active manager in the UK and the second largest in Europe. It has a significant global presence and the scale and expertise to help clients meet their investment goals.

Aberdeen Alternative Risk Premia Fund

The Fund is a multi-strategy, multi-asset risk premia focused UCITS fund. Investing across equities, bonds, interest rates, currencies, commodities and credit, the Fund is a broadly diversified blend of systematically captured risk premia, including value, carry, momentum, and several equity style strategies, including low beta, market cap, value and quality. Given the high valuations across traditional equities and bonds, alternative risk premia provide a compelling source of long-term returns with a very differentiated return profile.

ADG Capital Management LLP is a privately-owned, independent asset management firm based in London and has been managing the ADG Systematic Macro strategy since its launch in May 2013. The firm now manages over $2.3b in assets split between an offshore fund, a UCITS fund and separately managed accounts with a range of clients globally. Hasan is Head of ADG Capital Management LLP and built the business from its launch. The investment team is led by Igor Yelnik who was Head of Portfolio Management and Research at a IPM prior to joining ADG.

ADG Systematic Macro UCITS Fund

The ADG Systematic Macro UCITS Fund takes directional and relative value positions based on systematic analysis of macro and economic data. The Strategy uses four independent models which focus on capturing different market returns and each one is constructed from multiple risk factors. These factors are based on intuitive fundamental concepts or economic theory which are uncorrelated and typically long term in nature. A quantitative risk management process is an integral part of the strategy and is incorporated at multiple levels to construct a portfolio which is diversified across factors and positions.

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, Columbia Threadneedle manages €395 billion of assets (as per 31 March 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

The Threadneedle (Lux) Global Investment Grade Credit Opportunities Fund

An active credit fund designed to target cash-plus returns over the medium term by investing in Columbia Threadneedle’s best ideas in global investment grade credit. With the flexibility to invest in both long and short strategies, the fund aims to exploit high conviction ideas and generate positive returns regardless of market conditions. The fund utilises the established and successful investment approach from an experienced team with a long track record in managing both traditional long-only and absolute return investment grade credit strategies. With developed market interest rates and bond yields close to historical lows, the absolute return approach should be well placed should interest rates or bond yields begin to normalise

Andurand Capital is a private fund management company in fundamental commodity strategies with a specialization in the energy complex. Andurand Capital is led by CIO Pierre Andurand, one of the world’s most renowned energy traders whose impressive hedge fund track record spans over ten years. The firm is comprised of a global team of 30 members spanning offices in London, Malta and New York and manages three funds including the Andurand UCITS ICAV Fund.

Andurand UCITS ICAV Fund

The Andurand UCITS ICAV Fund is a UCITS compliant version of the energy focused commodity flagship strategy of Andurand Capital but with a lower volatility profile than the offshore fund. The underlying investment strategy includes both directional and relative value trading. The UCITS Fund launched in July 2017 following approval and authorization by the Central Bank of Ireland. Financial derivative instruments are utilized to track closely the offshore fund’s exposure.

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