This event is for professional clients only. It is not aimed at retail clients. Not for onward distribution.

Welcome

Join us for a virtual event on Monday 23 May at 2pm BST to hear live from our panel of leading global fund managers at abrdn, Franklin Templeton and Janus Henderson Investors for a discussion on investing in alternatives and why we believe it's important to discuss the latest trends, opportunities including Private Equity, Private Debt and Hedge Funds.

George Szemere, Head of Business Development (Alternatives) at Franklin Templeton, will host the Fund Manager presentations and then open up to a live Q&A panel session to hear from you about interesting themes you're hearing in today's fast changing world.

This event is qualified for CPD certification.

Agenda

Navigating Through Investments - The Alternative Solution
14:00 - 14:05

Welcome
14:05 - 14:20

Janus Henderson Investors

Absolute Return Fund

Luke Newman

  • Why investors need absolute return now more than ever
  • Gross & net exposure – key levers of success
  • ESG as a source of return
  • Outlook for developed equity markets
14:20 - 14:35

Franklin Templeton/Bardin Hill

Why Merger Arbitrage Now: Franklin K2 Bardin Hill Arbitrage UCITS Fund

Nick Acquavito and Gian Maria Magrini

  • Bardin Hill’s Merger Arbitrage strategy focuses on equity-based event-driven opportunities in global merger arbitrage transactions.
  • The liquid strategy invests across the capital structure to achieve superior risk/reward characteristics while maintaining a strict focus on liquidity.
  • The investment team seeks to generate consistent returns with low volatility and low correlation relative to equity and debt markets via a strict risk management approach.
  • Their approach is focused on announced deals, with an emphasis on situations where there is a positive risk/reward profile but can also invest in unsolicited offers or destabilised situations.
14:35 - 14:50

abrdn

Liquid Private Markets - Oxymoron, or an essential part of any diversified portfolio?

Andrew Lister

  • How you can achieve (and why you should have) an allocation to private market assets (private equity, credit, real estate, infrastructure)
  • The investment strategy, philosophy and process of abrdn's Listed Private Capital Strategy
  • Potential returns and risks from allocating to private markets in this way
  • The outlook for private markets in the current environment
14:50 - 15:00

Q&A
15:00

Close

Speakers

Luke Newman

Portfolio Manager - Janus Henderson Investors

Luke Newman is a Portfolio Manager of UK equities at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds.

Nick Acquavito

Principal - Bardin Hill Investment Partners LP

Nick Acquavito joined Bardin Hill in 2008 and is a Principal in the Client Partner Group at Bardin Hill. Prior to joining the firm, Mr. Acquavito was an Investor Service Specialist for HSBC Bank. Mr. Acquavito received a B.A. from the University of Connecticut.

Gian Maria Magrini

Portfolio Manager, Bardin Hill Investment Partners LP

Gian Maria Magrini joined Bardin Hill in 2019 and is a Portfolio Manager for Bardin Hill's merger arbitrage strategy. Prior to joining the firm, Mr. Magrini was a Co-Portfolio Manager at Gabelli Asset Management, where he worked for over eight years. During his time at Gabelli, Mr. Magrini was a Portfolio Manager for the firm's merger arbitrage mutual fund business and worked alongside Mario Gabelli assisting in the management of the arbitrage allocation for the firm's separately managed account business. Mr. Magrini received an MBA from Columbia Business School in 2020, a BS in Finance from Fordham University in 2011, and is a Chartered Financial Analyst.

Andrew Lister

Head of Closed End Fund Strategies, abrdn

Andrew Lister is Head of abrdn's Closed End Fund Strategies Team. He has over 20 years' investment experience. In that time, he has been involved in all aspects of investment analysis, selection and portfolio management in a range of markets and asset classes, predominantly through listed investment companies and closed end funds.

Moderator

George Szemere

Head of Business Development (Alternatives) - Franklin Templeton

George Szemere is Head of Alternatives Sales at Franklin Templeton. He is responsible for generating and retaining assets within Franklin Templeton's alternatives product suite, working closely with the FT Alternatives leadership team to develop a strategic plan focusing on sales generation, new product ideas and alternative solutions to support our institutional and retail clients.

Navigating through investments

Monday 23 May 2022

Register
Important information

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.