fund selectors forum, france
TRANSCRIPT
Citywire Fund Selector - April 08
FUND SELECTORS FORUM, FRANCE
Fund Selectors Forum, France7 February 2008, Paris
When your own performance is in the hands of the individual managers you select, you want to be sure they have a clear strategy. So in times of extreme volatility, hearing the views of fund managers fi rst hand becomes more important than ever.
But our fi rst country-specifi c forum event of 2008 brought together France’s biggest fund selectors to hear not only about the portfolios of a line-up of investment managers, but also the macro views of some leading fi gures in the fi nancial sector.
Christian de Boissieu, a leading economist and
professor at the Sorbonne, kicked off the event with his assessment of the macro picture – be-fore heading off for a lunch meeting with the French Prime Minister.
Four portfolio managers, operating across a variety of asset classes, then stepped into the spotlight to outline their strategy and holdings before facing a cross-examination by delegates. To round off the event, one of France’s best-known fund managers, former CCR chief execu-tive Marc Renaud, offered his own thoughts on the current state of the market.
FUND SELECTORS FORUM, FRANCE
Citywire Fund Selector - April 08
Sorbonne professor and leading Frencheconomist Christian de Boissieu (left) set the scene for delegates with his analysis of the macro-economic environment.
Photography: ww
w.photoshot.com
April 08 - Citywire Fund Selector
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Daniel Beharall (top) of Henderson Global Investors explains the thinking behind his absolute return strategy in fi xed income. Marc Renaud (right) drew on his years of experience as an equity fund manager to offer a clear view on the outlook for key sectors of the market.
FUND SELECTORS FORUM, FRANCE
Citywire Fund Selector - April 08
For more pictures and reports on theEuropean Fund Selectors Forum go towww.citywireselector.com
April 08 - Citywire Fund Selector
FUND SELECTORS FORUM, FRANCEFor more information andnews make regular visits to www.citywireselector.com44
Philip Wolstonecroft of Artemis (top) explains the group’s SmartGARP investment process.
FUND SELECTORS FORUM, FRANCE
Citywire Fund Selector - April 08
New Star’s European equity manager Nick Sheridan (right) tells delegates why he avoids meeting company management.
April 08 - Citywire Fund Selector
FUND SELECTORS FORUM, FRANCEFor more information andnews make regular visits to www.citywireselector.com44
Liesbeth Rubinstein of Invesco (top left) makes the case for investing in Eastern Europe.
For more pictures and reports on theEuropean Fund Selectors Forum go towww.citywireselector.com