Wednesday 22nd June 2016

Agenda
12.00 – 12.30 Lunch
12.30 – 12.55 Jim Leaviss, Head of M&G Retail Fixed Interest
12.55 – 13.15 Ana Gil, Fixed Income Investment Specialist
13.15 – 13.25 Q&A
13.25 – 13.35 Coffee break
13.35 – 13.55 Claudia Calich, Fund Manager of the M&G Emerging Markets Bond Fund
13.55 – 14.15 Wolfgang Bauer, Deputy Fund Manager of M&G Global Corporate Bond Fund
14.15 – 14.30 Q&A
14.30 Event close

Registration

This event has closed.

Venue

The Caledonian
Princes Street
Edinburgh
EH1 2AB

Speakers

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Jim Leaviss, Head of Retail Fixed Interest

Jim Leaviss is Head of Retail Fixed Interest for M&G’s mutual fund range. He joined M&G in 1997 after five years at the Bank of England. As well as heading up the team, Jim is the fund manager of the M&G Global Macro Bond Fund and the M&G European Inflation Linked Corporate Bond Fund. He is also deputy manager of the M&G Gilt & Fixed Interest Income Fund, the M&G Index-Linked Bond Fund and the M&G UK Inflation Linked Corporate Bond Fund.

Ana Gil, Fixed Income Investment Specialist

Ana Gil joined M&G in 2012 as an associate investment specialist covering M&G’s fixed interest fund range. Prior to working at M&G, Ana was initially an analyst at HSBC Private Bank, and then joined HSBC Global Asset Management as part of the institutional sales team. She holds a bachelor’s degree in law and finance from Pontificia Comillas University (ICADE) in Madrid and is a CFA charterholder. Ana is fluent in Spanish, English and Italian.

Claudia Calich

Claudia Calich, Fund Manager of the M&G Emerging Markets Bond Fund

Claudia Calich joined M&G in October 2013 as a specialist in emerging markets debt and was appointed fund manager of the M&G Emerging Markets Bond Fund in December 2013. She was also appointed fund manager of the M&G Global Government Bond Fund and deputy fund manager of the M&G Global Macro Bond Fund in July 2015. Claudia has over 20 years of experience in emerging markets, most recently as a senior portfolio manager at Invesco in New York, with previous positions at Oppenheimer Funds, Fuji Bank, Standard & Poor’s and Reuters. Claudia graduated with a BA honours in economics from Susquehanna University in 1989 and holds an MA in international economics from the International University of Japan in Niigata.

Wolfgang Bauer, Deputy Fund Manager of M&G Global Corporate Bond Fund

Wolfgang Bauer is deputy fund manager of the M&G Global Corporate Bond Fund and the M&G European Corporate Bond Fund. He has been part of the M&G Retail Fixed Interest team since the beginning of 2014, focusing on US investment grade credit. Wolfgang initially joined M&G in 2012 as part of its Investment Graduate Programme, having gained a PhD in chemistry from the University of Cambridge. Following a series of rotations around the business, he joined the Real Estate Finance team in August 2013 as an analyst before taking up a junior fund manager role within the Retail Fixed Interest team in January 2014. Wolfgang has passed the CFA Level 3 exam.

Learning Outcomes

  • CII-accreditation-100pxBe able to describe the latest views of our fixed interest fund managers and specialists across the fixed interest range; including high yield and emerging market bonds
  • Discuss the background to the current, and possible future, economic conditions affecting the fixed interest market
  • Explain how the views expressed above translate into current portfolio positioning and strategies