Welcome to Man Group’s Institutional Investor Breakfast 2022
We are delighted to invite you to our annual Institutional Investor Breakfast at the Grand Hôtel in Stockholm.
This year we are pleased announce that Campbell R. Harvey, Professor, Investment Strategy Advisor to Man Group, will return to Stockholm. Campbell is a renowned economist, Professor of Finance at the Duke University and a Research Associate at the National Bureau of Economic Research. Campbell will join us alongside Ed Cole and Peter van Dooijeweert to share our latest research and market views on the following topics:
- DeFi and the Future of Finance – Campbell R. Harvey, Professor
- Pricing the Lows: Opportunities in a Hard Landing – Ed Cole
- Creating Convexity: How do you protect your portfolio? – Peter van Dooijeweert
We hope to get together for an interesting session and look forward to seeing you on Thursday, 1st December!
Eleonora Henckel von Donnersmarck
Managing Director, Nordics, Man Group
Steven Desmyter
Global Head of Sales & Marketing, Man Group
Johannes Lundborg
Sales Associate, Nordics, Man Group
Agenda Highlights
DeFi and the Future of Finance
Does it make any sense that it takes two days to settle a stock transaction? Why do retailers, operating on razor thin margins, have to pay 3% for every customer credit card swipe? Why does it take two days to transfer money from a bank account to a brokerage or any other company? Why are savings rates miniscule or negative? Professor Campbell R. Harvey will discuss issues with the current financial system and how Decentralized Finance (DeFi) along with web3 solves many of these problems. Harvey will present arguments for why the current financial landscape is ripe for disruption and that we are seeing, in real time, the reinvention of finance.
Pricing the Lows: Opportunities in a Hard Landing
The odds of avoiding a hard landing in the US are low and US assets are still inadequately priced for such a scenario. However, investment opportunities will emerge! Once the Fed does achieve peak policy rates, we anticipate material opportunities in credit, and various emerging market assets, where policy cycles look materially different to the developed world. Ed Cole will discuss the likely path for US economic activity, and the inference for earnings and credit spreads in different parts of the world.
Creating Convexity: How do you protect your portfolio?
Is it possible to create tail hedges without negatively affecting long term performance? Are there other ways of hedging than just buying puts, discretionary tail hedges and volatility overlays. Peter van Dooijeweert will discuss the possibility of creating convexity using systematic strategies and the benefits of doing so in a macroeconomic backdrop such as the one we are facing.
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