Wednesday 22nd June 2016
Agenda | |
14.30 – 15.00 | Afternoon tea |
15.00 – 15.25 | Jim Leaviss, Head of Retail Fixed Interest |
15.25 – 15.45 | Ana Gil, Fixed Income Investment Specialist |
15.45 – 15.55 | Q&A |
15.55 – 16.05 | Coffee break |
16.05 – 16.25 | Claudia Calich, Fund Manager of the M&G Emerging Markets Bond Fund |
16.25 – 16.45 | Wolfgang Bauer, Deputy Fund Manager of M&G Global Corporate Bond Fund |
16.45 – 17.00 | Q&A |
17.00 | Event close |
Registration
This event has closed
Venue
The Corinthian Club
191 Ingram Street
Merchant City
Glasgow
G1 1DA
Speakers
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, 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
- Be 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