Partners Capital has held a number of events for our clients over the years.
Our biggest event is our Annual Investor Workshop which has attracted more and more attendees since we first held this in 2015. Rotating between London and New York, we typically seek to address the prevailing topics on the minds of investors.
2019 Annual Investor Workshop
We held our Annual Investor Workshop on Tuesday 15th October 2019 at the Park Hyatt, New York.
The 2019 Investor Workshop addressed the key investment themes and strategic priorities on our minds as we prepare for a prolonged period of lower global growth. Similar to past years, we presented our views on these topics alongside the views of pertinent experts in our network. Our external speakers addressed geopolitical risks, investing in China, life sciences opportunities and impact investing. The most senior members of our investment team described the challenges and opportunities across asset classes and the core investment policies that will create the most robust portfolios in the face of emerging macro-economic scenarios.
|12:00 – 1:00 pm||Buffet Lunch|
|1:00 – 1:10 pm||Stan Miranda, Chief Executive Officer||Introduction|
|1:10 – 2:15 pm||Kamran Moghadam, Partner, Head of Global Macro and
Tactical Asset Allocation
Matthew Gertken, Geopolitical Strategist, BCA Research
|Geopolitics’ Impact on Investment Returns|
|2:15 – 2:45 pm||Jason Tan, Chief Investment Officer, Jeneration Capital||Global Technology War: China vs. Silicon Valley|
|2:45 – 3:05 pm||Break|
|3:05 – 3:40 pm||Will Fox, Partner, Head of North America
John Collis, Partner, Head of Europe
Elizabeth Trotta, Managing Director
David Shushan, Partner
|Client Portfolio Strategy Choices Going Forward|
|3:40 – 4:10 pm||Behzad Aghazadeh, Managing Partner, Avoro Capital||Future Biotechnology Breakthroughs|
|4:10 – 4:30 pm||Break|
|4:30 – 4:45 pm||Colin Pan, Chief Investment Officer||CIO Summary|
|4:45 – 5:20 pm||Alex Band, Managing Director, Head of Public Equities
Rich Scarinci, Partner, Absolute Return & Credit
Suzanne Streeter, Partner, Head of Private Markets
Emma Bewley, Principal, Private Debt
|Asset Class Strategies Going Forward|
|5:20 – 5:50 pm||Euan Finlay, Partner
Sir Ronald Cohen, Co-Founder Chair, Global Steering
Group for Impact Investment and The Portland Trust
|5:50 – 6:00 pm||Paul Dimitruk, Chairman and Co-Founder||Closing Remarks|
|6:00 – 7:00 pm||Drinks Reception|