Jupiter Merlin Portfolios - Managing Risk

The Jupiter Independent Funds Team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios in this live webcast.

You can ask the managers questions about the portfolios throughout the presentation.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

James Clunie, Head of Strategy, Absolute Return, provides his latest global update.

James joined Jupiter in 2013.

Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

As pressure has been mounting recently for emerging market assets globally, Ross Teverson, Jupiter’s Head of Strategy, EM and Alejandro Arevalo, EM Fixed Income discuss how current headwinds are impacting markets and whether the thesis for investing in emerging markets has changed. They will highlight where they are finding opportunities and discuss long term drivers of potential growth in the region.

Join Steve Davies, Head of Strategy, UK Growth, as he provides an update on the Jupiter UK Growth Fund and his view on UK Equities.

Steve joined Jupiter in 2007 and is currently Head of Strategy, UK Growth as well as the manager of the Jupiter UK Growth Fund (Unit Trust), the Jupiter UK Dynamic Growth fund (SICAV) and the Jupiter UK Growth Investment Trust PLC (Investment Trust).

Before joining Jupiter, he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team.

Steve has a degree in Philosophy, Politics and Economics from Oxford University.

Join Ross, Head of Strategy, Emerging Markets, as he provides his latest global update.

Ross joined Jupiter in 2014 and is currently Head of Strategy, Emerging Markets.

Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business.

Ross is a graduate of Oxford University and is a CFA® charterholder.

From Amazon to Bitcoin, and from populism to stranded assets, technological disruption has far-reaching consequences for Multi-Asset investors.

In this session, Alastair and Rhys will discuss how the shifting landscape of technology affects the companies in which they invest. In doing so, they will focus on whether equity and bond valuations accurately reflect the potential risks and opportunities, and which parts of the capital structure should be better placed to benefit.

How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?

Join this webinar to hear from leading experts and find out about:

- Using right tools to generate consistent returns
- Avoiding the urge to time the market
- how to weather any market using diversification without sacrifice

Panellists;
Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
Ben Conway, Senior Fund Manager, Hawksmoor Fund Managers
Lee Robertson, Founding Director & CEO, Investment Quorum Limited

Moderated by;
Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

Join Avinash Vazirani, Fund Manager, Indian Equities for an update on his investment strategy and his latest thoughts on the Indian economy.

Avinash joined Jupiter in 2007 and is currently a fund manager in the Emerging Markets team.

Before joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management. He later founded Peninsular Capital Partners LLP in 2005, where he was managing partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997.

Avinash is a qualified Chartered Accountant. He is also a trustee of Pratham (UK), a charity focused on children’s education in India, and a non-executive director of the UK Indian Business Council.

The Jupiter Independent Funds Team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios in this live webcast.

You can ask the managers questions about the portfolios throughout the presentation.

James Clunie, Head of Strategy, Absolute Return, provides his latest global update.

James joined Jupiter in 2013.

Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

Join Ben Whitmore for his latest update.

Ben joined Jupiter in 2006 and is currently Head of Strategy, Value Equities. Ben manages the Jupiter UK Special Situations Fund and the Jupiter Income Trust (Unit Trusts), as well as co-managing the Jupiter Global Value fund (SICAV) alongside Dermot Murphy.

Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.

Ben has a degree in Geography from Cambridge University.

Join Alexander, Head of Strategy, European Growth, as he explains how his investment strategy has the potential to achieve long-term capital growth.

Alexander is a conviction investor, looking to identify companies with a proven product and business model with the prospects of above average growth opportunities.

Alexander Darwall joined Jupiter in 1995 and is currently Head of Strategy, European Growth.

Before joining Jupiter, Alexander trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became head of French equity research. He joined Goldman Sachs in London in 1992, where he worked as a French equity analyst.

Alexander has a degree in History from Cambridge University.

Join Ross Teverson, manager of the Jupiter Global Emerging Markets Fund as he provides his views on emerging markets, explains how he identifies compelling businesses with attractive valuations and looks for underappreciated change.

Ross joined Jupiter in 2014 and is currently Head of Strategy, Emerging Markets. He manages the Jupiter Global Emerging Markets Fund and the Jupiter China Fund (Unit Trusts) as well as the Jupiter Global Emerging Markets Equity Unconstrained fund and the Jupiter China Select fund (SICAVs). He also manages, alongside Charles Sunnucks, the Jupiter Emerging & Frontier Income Trust PLC.

Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business.

Ross is a graduate of Oxford University and is a CFA® charterholder.

The Jupiter Independent Funds Team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios in this live webcast. The Team will answer any questions you may have at the end of the presentation.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.