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ABOUT THE EVENT
Funds Society is delighted to invite you to the XI edition of the Funds Society Investment Summit. The event will be held on May 15th at the PGA National Resort in Palm Beach (Florida).
After listening to the investment ideas and outlook shared by our sponsors, the XI edition of the "Funds Society Golf Tournament" will take place on Thursday afternoon. We also want to welcome non-golf players, for whom we have prepared a very attractive agenda, which will take place during the golf tournament. We are providing a complimentary shuttle from Miami to Palm Beach and accommodation at the resort for the night of May 15th.
If you have not registered, please do so as soon as possible. Spots are limited.
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*FOR COMPLIANCE REASONS, THE ATTENDANCE OF THE FULL ACADEMIC PROGRAM IS MANDATORY.
Previous Funds Society event
AGENDA
May 15th
10:00 am
10:30 am
11:15 am
12:00 pm
12:45 pm
1:30 pm
2:30 pm
8:00 pm
Registration & Breakfast
Work Session 1
Work Session 2
Work Session 3
Work Session 4
Lunch
Golf & Alternative Activity
Dinner & Prize Ceremony
May 16th
8:30 am
10:30 am
Breakfast
Bus to Miami
* The agenda is tentative and might change.
SPONSORS
Presentation:
MSI and JAAA Global
- Janus Henderson
Roberto Langstroth, Fixed Income Investment Specialist
Roberto Langstroth is a fixed income Investment Specialist at Janus Henderson Investors. In this role, he is responsible for articulating Janus Henderson’s view on fixed income markets, the macroeconomic environment, and how the firm’s suite of fixed income products are positioned within the current market backdrop. As an asset class specialist, Roberto engages with clients to drive asset growth and contributes to strategic planning for the Janus Henderson fixed income platform.
Presentation:
TBC
Presentation:
The PineBridge Global Focus Equity Fund
Kenneth Ruskin, CFA
Director of Research & Head of Sustainable Investing
Mr. Ruskin joined the firm in 2017 and is the Director of Research and Head of Sustainable Investing for Global Equities at PineBridge. In this role, Mr. Ruskin oversees the process and tools used across the firm’s global equity platform, including the team’s integrated approach to ESG. Mr. Ruskin is also a Senior Research Analyst covering Global Cyclical stocks for the Global Focus Equity team. Mr. Ruskin is also a member of PineBridge’s ESG Investment Committee.
Presentation:
Advisors Alpha approach - Vanguard
Colleen Jaconetti, Senior Manager, Investment Advisory Research Center
Financial Advisor Services
Colleen Jaconetti is a senior manager in the Investment Advisory Research Center. Prior to this role, Colleen was the head of Investment Research and Retirement Income within Vanguard Institutional Investor
Group. In addition to leading the research team, she was responsible for the development and positioning of Vanguard's holistic retirement
income offer for defined contribution plans, including thought leadership, services, advice, and products.
SPEAKERS
EVENT APP
As a registered attendee of the XI Funds Society Investment Summit, we offer you an app for phones and tablets which will be very useful during the event.
STEPS
STEP 1:
The XI Funds Society Investment Summit event is available with a password in the container application from virtual stores through the following links.
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STEP 2:
Once the app is open you have to enter the password 11FUNDSIS in the "Search" tab to access the event.
STEP 3:
The access to the event in the application is only available to registered users. Access with the e-mail and password, which you will receive right after registering to the event.