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Signet High Income SeriesProgramme Outline
Contact+44 20 7747 [email protected]/signetseries
Private & Confidential © 2012 Signet Capital Management LimitedAuthorised and regulated by the Financial Services Authority
13 November 2012Institute of Directors
116 Pall Mall London SW1Y 5ED
Emil NguyIncome Partners
Emil is the Managing Partner, Co-Founder and Chief Investment Offi cer of Income Partners which established itself as the fi rst Asia based fi xed income asset manager.
He is responsible for business management, product development, asset allocation and macro risk management. Emil has 25 years of investment management experience in Asia. ASIAN BOND PORTFOLIOThe Portfolio will be designed to deliver attractive yields with some downside protection from adverse markets. The fund employs active trading with a beta overlay, playing the whole capital structure and all credit markets. In comparison to its peers it has a high level of capital protection with low volatility.
Laurent KenigswaldButler Investment Managers
Laurent has 25 years expe-rience in economic and fi n-ancial roles in Europe. These include a senior economist position at the French Min-istry of Finance. From 2005
to 2008, Laurent was the portfolio manager of Barep Global Credit, awarded Best European Multi Strategy Fund of the year by HFR. Laurent has been with Butler for four years.EUROPEAN HIGH YIELD BOND PORTFOLIOThe Portfolio is designed to deliverattractive yields with some downsideprotection from adverse markets. The fundemploys active trading with a beta overlay,playing the whole capital structure and allcredit markets. In comparison to its peersit has a high level of capital protection withlow volatility.
Ian O’Keeff eFeingold O’Keeffe Capital
Ian is Co-Founder of Feingold O’Keeffe Capital. Ian has extensive experience managing risk assets including high yield bonds and leveraged loans, leading
an investment team with expertise in credit analysis, valuation and trading.US HIGH INCOME BOND PORTFOLIOThe Portfolio is designed to exploit credit ineffi ciencies and income opportunities in US corporate bonds. Using fundamental research, the fund aims to source and manage a disciplined portfolio of under-followed,idiosyncratic credits to generate alpha while providing some downside protection. The fund seeks to deliver coupon income as well as capital appreciation achieved through active management and trading.
Evgeny Korovin CFA Sberbank Asset Management
Evgeny joined Sberbank Asset Management in 2008 as a Senior Analyst; was pro- moted to Portfolio Manager in 2010 and to Head of the Fixed Income Group in 2012.
He is responsible for managing the fi rm’s fi xed income portfolios, including four mutual funds, discretionary institutional and HNW accounts and a CDO. Evgeny was at Standard & Poor’s for six years where he covered corporate Russia, CIS and Eastern Europe as a credit analyst.RUSSIAN FIXED INCOME PORTFOLIOThe Portfolio is diversifi ed across sectors of liquid Russian fi xed income securities. It takes advantage of the favourable fundamentals in Russia which has increasing fi scal strength and political stability combined with a huge natural resource. The fund also concentrates on US Dollar denominated Eurobonds.
Agenda:08:30 Registration & Refreshments
08:45 Overview of Economic & Investment Environment Signet Capital Management
09:15 Manager Presentations: Feingold O’Keeff e Capital Butler Investment Managers Income Partners Sberbank Asset Management
10:30 Refreshments
10:45 Signet’s Role in Investment Process Signet Capital Management
11:00 Panel discussion & closing remarks lead by Signet Capital Management
Robert MarquardtSignet Capital Management
Signet’s Founder & Co-Head of Investment Management, is responsible for the Group’s overall investment strategy. He leads Signet Group’s top-down process
of identifying investment opportunities while focusing on the most pertinent investment risks; his primary area of interest has always been in credit, going back to the beginning of his career at Chase Manhattan Bank in the eighties. Bob has over two decades of experience with absolute return investments and has made several critical market calls predicting new major trends in fi nancial markets.
Dr. Serge UmanskySignet Capital Management
Signet’s Co-Head of Investment Management, is responsible for theGroup’s portfolio construction. Serge’s direction of Signet Group’s
research and development efforts has resulted in cutting-edge proprietary risk management systems that target specifi c risk characteristics of complex multi-asset class and multi-manager portfolios. Serge’s background combines academic achievements in quantitative analysis resulting in a double doctorate and professorship at the Soviet Academy of Sciences in the late eighties, with a subsequent successful career as a hedge fund manager in the US in the nineties.
Signet High Income Series is a platformof liquid and geographically focused high-income bond portfolios, which are actively managed by leading independent fi xed income specialists. Signet Series emphasizes high-income investment opportunities that off er a margin of safety, a catalyst to unlocking value, and an appropriate risk/return profi le. Also available is an aggregated portfolio, Signet High Income Portfolio (SHIP), where investors benefi t from Signet’s top down allocation to the best-in-breed managers in each region, risk budgeting expertise, dynamic and opportunistic allocation to geographically specifi c sub-portfolios, and a cost-effi cient and fully transparent portfolio.
Signet High Income Series
Manager & Fund Information:
Emil NguyIncome Partners
Emil is the Managing Partner, Co-Founder and Chief Investment Offi cer of Income Partners which established itself as the fi rst Asia based fi xed income asset manager.
He is responsible for business management, product development, asset allocation and macro risk management. Emil has 25 years of investment management experience in Asia. ASIAN BOND PORTFOLIOThe Portfolio will be designed to deliver attractive yields with some downside protection from adverse markets. The fund employs active trading with a beta overlay, playing the whole capital structure and all credit markets. In comparison to its peers it has a high level of capital protection with low volatility.
Laurent KenigswaldButler Investment Managers
Laurent has 25 years expe-rience in economic and fi n-ancial roles in Europe. These include a senior economist position at the French Min-istry of Finance. From 2005
to 2008, Laurent was the portfolio manager of Barep Global Credit, awarded Best European Multi Strategy Fund of the year by HFR. Laurent has been with Butler for four years.EUROPEAN HIGH YIELD BOND PORTFOLIOThe Portfolio is designed to deliverattractive yields with some downsideprotection from adverse markets. The fundemploys active trading with a beta overlay,playing the whole capital structure and allcredit markets. In comparison to its peersit has a high level of capital protection withlow volatility.
Ian O’Keeff eFeingold O’Keeffe Capital
Ian is Co-Founder of Feingold O’Keeffe Capital. Ian has extensive experience managing risk assets including high yield bonds and leveraged loans, leading
an investment team with expertise in credit analysis, valuation and trading.US HIGH INCOME BOND PORTFOLIOThe Portfolio is designed to exploit credit ineffi ciencies and income opportunities in US corporate bonds. Using fundamental research, the fund aims to source and manage a disciplined portfolio of under-followed,idiosyncratic credits to generate alpha while providing some downside protection. The fund seeks to deliver coupon income as well as capital appreciation achieved through active management and trading.
Evgeny Korovin CFA Sberbank Asset Management
Evgeny joined Sberbank Asset Management in 2008 as a Senior Analyst; was pro- moted to Portfolio Manager in 2010 and to Head of the Fixed Income Group in 2012.
He is responsible for managing the fi rm’s fi xed income portfolios, including four mutual funds, discretionary institutional and HNW accounts and a CDO. Evgeny was at Standard & Poor’s for six years where he covered corporate Russia, CIS and Eastern Europe as a credit analyst.RUSSIAN FIXED INCOME PORTFOLIOThe Portfolio is diversifi ed across sectors of liquid Russian fi xed income securities. It takes advantage of the favourable fundamentals in Russia which has increasing fi scal strength and political stability combined with a huge natural resource. The fund also concentrates on US Dollar denominated Eurobonds.
Agenda:08:30 Registration & Refreshments
08:45 Overview of Economic & Investment Environment Signet Capital Management
09:15 Manager Presentations: Feingold O’Keeff e Capital Butler Investment Managers Income Partners Sberbank Asset Management
10:30 Refreshments
10:45 Signet’s Role in Investment Process Signet Capital Management
11:00 Panel discussion & closing remarks lead by Signet Capital Management
Robert MarquardtSignet Capital Management
Signet’s Founder & Co-Head of Investment Management, is responsible for the Group’s overall investment strategy. He leads Signet Group’s top-down process
of identifying investment opportunities while focusing on the most pertinent investment risks; his primary area of interest has always been in credit, going back to the beginning of his career at Chase Manhattan Bank in the eighties. Bob has over two decades of experience with absolute return investments and has made several critical market calls predicting new major trends in fi nancial markets.
Dr. Serge UmanskySignet Capital Management
Signet’s Co-Head of Investment Management, is responsible for theGroup’s portfolio construction. Serge’s direction of Signet Group’s
research and development efforts has resulted in cutting-edge proprietary risk management systems that target specifi c risk characteristics of complex multi-asset class and multi-manager portfolios. Serge’s background combines academic achievements in quantitative analysis resulting in a double doctorate and professorship at the Soviet Academy of Sciences in the late eighties, with a subsequent successful career as a hedge fund manager in the US in the nineties.
Signet High Income Series is a platformof liquid and geographically focused high-income bond portfolios, which are actively managed by leading independent fi xed income specialists. Signet Series emphasizes high-income investment opportunities that off er a margin of safety, a catalyst to unlocking value, and an appropriate risk/return profi le. Also available is an aggregated portfolio, Signet High Income Portfolio (SHIP), where investors benefi t from Signet’s top down allocation to the best-in-breed managers in each region, risk budgeting expertise, dynamic and opportunistic allocation to geographically specifi c sub-portfolios, and a cost-effi cient and fully transparent portfolio.
Signet High Income Series
Manager & Fund Information:
Signet High Income SeriesProgramme Outline
Contact+44 20 7747 [email protected]/signetseries
Private & Confidential © 2012 Signet Capital Management LimitedAuthorised and regulated by the Financial Services Authority
13 November 2012Institute of Directors
116 Pall Mall London SW1Y 5ED
