Interviews
Insights from alternative UCITS managers
Philippe Sarreau,
Philippe Sarreau is the fund manager of PTR-Corto Europe. He has been working at Pictet Asset Management since 1998 and has more than 27 years of investment experience.
Wolfgang Bauer and Mark Robinson,
M&G,
Zoom in on AT1 Bonds
Subordinated debt enjoyed an excellent year in 2017, AT1 (Additional Tier 1) bonds in particular. But what are the unique features of this sub-asset class and do AT1 bonds still offer value?
François Collet,
Fund Manager,
DNCA Alpha Bonds
How to generate absolute returns in today’s low yielding fixed income environment?
In this educational video, François Collet carefully explains how the team at DNCA decomposes bond yields into a short term monetary component and several risk premia (term, credit, liquidity).
Giselle Comissiong,
LFIS,
Demistifying Alternative Risk Premia
Risk premia are embedded in all asset classes and reward investors for taking specific market risks. Each underlying premium, either by essence or construction, demonstrates low correlation to traditional asset classes and versus other premia. LFIS’ premia strategies go beyond traditional academic premia to capture risk premia across three broad families, academic, implied and liquidity/carry with a cross asset approach.
Vincent Weber,
Portfolio Manager & Head of Research,
Prime Capital
Vincent Weber joined Prime Capital in 2007. He heads the Absolute return Group and is the lead manager of the Target Beta strategy which he originally developed.
Pierre Puybasset,
Spokesperson of the Fund Management team,
La Financière de l’Echiquier
After having worked for seventeen years in a Swedish financial institution where he was in charge of brokerage in Paris, Pierre Puybasset joined La Financière de l’Echiquier in 2003. He successfully managed the fund Echiquier Agenor since its inception in 2004. In 2010, he launched and managed the fund Echiquier Global and in 2012, he was appointed spokesperson of La Financière de l’Echiquier.
Thomas Péan,
Head of Business Development,
DNCA Investments
Thomas Péan is Head of Business Development at DNCA Investments, an asset management company founded in 2000 by three wealth management specialists. DNCA focuses on simple, understandable and performing funds organized in four areas of expertise: Fixed Income, Absolute Return, Diversified, Equities, managed by a team of 30 portfolio managers based in Paris.
LuxHedge TV interview with Belgian Kanaal Z
Alternative UCITS funds combine absolute returns with a relatively low risk level. The return characteristics look like Hedge Funds but Alternative UCITS are considerably safer, more prudent and transparent in their operations. For these reasons, they have gained tremendously in popularity over the last years, both with institutional and retail investors. In this TV interview with Belgian economic and financial channel “Kanaal Z”, LuxHedge CEO Tim Vanvaerenbergh shares insights into the Alternative UCITS market.
Thomas de Saint-Seine,
CEO & Senior Fund Manager,
RAM
Thomas de Saint-Seine is CEO and Senior Fund Manager at RAM Active Investments. Thomas is a founding partner of RAM, which specialises in high-alpha systematic equities.
Marc Maudhuit,
Client Portfolio Manager,
H2O AM
Marc Maudhuit is a Founding Partner and the Head of Client Portfolio Management, at H2O Asset Management, an affiliate of Natixis Global Asset Management. He has been working closely with Bruno Crastes, CEO of H2O Asset Management, for more than 20 years.
Laurent Joué,
Senior Fund Manager,
Lombard Odier Investment Managers
Laurent Joué is a senior portfolio manager on the Systematic Equities and Alternatives team at LOIM. In addition to the LO Funds-Alternative Risk Premia Fund, he has been co-managing a top-down Hedge Fund replication strategy with Marc Pellaud since 2009, as well as two long-only commodities Funds since 2011.
Alban Lhonneur,
Lead manager of the F&C Real Estate Equity Long/Short fund,
BMO Global Asset Management
Alban Lhonneur is the lead manager of the F&C Real Estate Equity Long/Short fund at BMO Global Asset Management. He has 10 years of experience, having previously worked in Citigroup and Société Générale. He also manages or co-manages several other funds within BMO Global Asset Management, including the F&C Real Estate Securities Fund.
Olivier Nobile,
CEO & CIO,
Silver Time Partners – LOQ Equity Europe Patrimoine
Olivier Nobile is CEO of Silver Time Partners. He also acts as co-CIO alongside Aurélio Rodriguez. The company manages the SILVER TIME LOQ Equity Europe Patrimoine Fund.
Nick Rees,
Managing Partner,
Nemesis Global Equity Alpha
Nick Rees has over 15 years of investment banking & investment management experience. He started his career in 1998 at Goldman Sachs, beginning in Equity Operations before moving to the Equity Capital Markets division of Goldman in 2001 where his primary responsibilities included the management of financial and operational risk in connection with IPOs.
Manuel de Bonneval,
Fund Manager NExT AM FUND,
Tendance Finance
Manuel de Bonneval (HEC Paris, Sciences Po Paris, PhD in History) is in charge of Management, Research and Development Strategy. At Man Fidex, he had his strategy implemented in various portfolios representing up to US$950 million; he was also in charge of elaborating new strategies for the group.
Peter Doherty,
CIO & Fund Manager,
Tideway – Global Navigator
Peter Doherty is the manager of Tideway – Global Navigator and is Tideway’s CIO. Peter graduated from Oriel College, Oxford with a degree in Engineering. Peter has over 25 years of experience in fixed income, currencies and derivatives from Goldman Sachs, Bear Stearns, Bank of America, Solent Capital and Markit.
Cyril Freu,
Fund Manager DNCA Invest MIURI,
DNCA
Cyril Freu, manager of DNCA Invest MIURI, has a post-graduate degree in finance from Science-Po Paris and a Bachelor’s degree from Paris-Dauphine University. Furthermore, he became Deputy CIO of the company in September 2014.
Nolwenn Le Roux,
Head of Credit Satellite,
Natixis Credit Opportunities
Nolwenn Le Roux, CFA, joined Natixis Asset Management in 2011 as Head of Credit Satellite. She has been managing the Natixis Credit Opportunities (NCO) fund since its inception in April 2012. Natixis Credit Opportunities is a sub-fund of the Luxembourg-domiciled Natixis AM Funds SICAV.
Alexandre Rampa,
Co-head of Hedge Fund Investments,
SYZ & Co – Oyster Multi-Strategy UCITS Alternative
Alexandre Rampa, co-head of Hedge Fund Investments, joined the SYZ & Co group in January 2006. He holds an MSc in Management (major in finance) from HEC Lausanne, and is also a CAIA and CIIA charterholder.
Filippo Stefanini,
Head of Hedge Funds & Manager Selection,
Eurizon AI SGR – Total Return Alpha Strategy
Filippo graduated in Management Engineering (1998) at the University of Bergamo. From 1999 to 2001 he was with Accenture where he worked in management consulting within the Asset Management and Investment Banking.
Cédric Baron,
Fund Manager,
Lyxor QF – Absolute Return Multi-Asset 8
Since September 2009. Cédric has been the fund manager in the Lyxor Multi-Asset team and has been part of the Lyxor Absolute Return Multi Asset fund management team since its inception.
Carl Dunning-Gribble,
Head of Sales & Marketing,
Syquant Capital – Helium Performance
Head of Investor Relations in Syquant Capital, Carl has 25 years of experience in the field of business marketing and product marketing management and structured products.
Cyril Freu,
Fund Manager,
DNCA Invest MIURA
Cyril Freu is a graduate of the French financial analysts’ association has a post-graduate degree from Sciences-Po Paris and a master’s degree from Paris-Dauphine University.
Thomas Goldvinger,
CEO & Fund Manager,
Altruid Systems – Amandea HYBRID
Mr Goldvinger is the founder and CEO of Altruid Systems Limited, a systematic quantitative trading software developer founded in 2003 and with its headquarter in Bratislava (Slovak Republic) and branch in Zug (Switzerland).
Oliver Haseley,
Managing Partner,
MainFirst – Equity Market Neutral Fund
Oliver Haseley is a founding member and Managing Partner at MainFirst. He is responsible for absolute return products.
Michael Gebelli et al.,
Merger Arbitrage team,
GAMCO Investors
GAMCO Investors, Inc. is a publicly traded Asset Management company (NYSE: GBL) founded in 1977 by Mario Gabelli.