Referat Lombard Odier Investment Managers
Tuesday, 22. January 2019, 12:00 - 13:45 UHR
At Lombard Odier Investment Managers, we identified five mega trends, which we believe will shape our economic and social outcomes: Demographics, Climate Change, Natural Resources, Digital Revolution and Inequality. Within each of these mega trends, we can map out the likely path of future development to better understand which sectors will be impacted, and how. Johan Utterman (Lead-Portfolio Manager of Lombard Odier’s Golden Age strategy), Juan Mendoza (Portfolio Manager of Lombard Odier’s Global Prestige strategy) and Dr. Stefan Sigrist (Founder of the Think tank WIRE) take a look at the sustainability of a company’s business model and discuss how these mega trends will allow us to identify opportunities that can be translated into investment themes.
Portfolio Manager Lombard Odier Investment Managers
Juan Mendoza, is a Portfolio Manager in LOIM’s Global Equities division. He joined the firm in 2018. Previously, Juan was Head of Equities Asia at Credit Suisse, with responsibility for Credit Suisse’s Asian equity funds. Before that, he was the Head of Asset Management Asia in Hong Kong for Clariden Leu. He holds an MBA in Corporate Finance from the Goizueta Business School at Emory University in Atlanta, Georgia, in the US. Juan has run the Global Prestige strategy since 2009. He is a well-recognised expert in the consumer sector and was awarded with a Lipper Fund Award in 2011, 2012 as well as 2013 and has a 5-star Morningstar rating for CS (Lux) Global Prestige Equity Fund.
Lead Portfolio Manager Lombard Odier Investment Managers
Johan Utterman is the Lead Portfolio Manager for the LO Funds–Golden Age fund within LOIM’s Swiss Equities Group. He joined in July 2008 as a Senior Healthcare Analyst for the 1798 Fundamental Strategies Fund. Prior to joining, Johan was a senior medical technology & device analyst at HBK Investments in New York. Previously, he was a healthcare analyst at Hunter Global Investors in New York from 2005 to 2007 and a European diversified financials analyst at Fidelity Investments in London. Before that he worked at Salomon Brothers from 1995 to 1998 and at Morgan Stanley from 1998 to 2002. He began his career as a generalist in mergers and acquisitions at Salomon Brothers and Morgan Stanley before becoming a Vice President of the healthcare investment banking team at Morgan Stanley. He earned a bachelor of science degree in economics with a finance concentration from the Wharton School of the University of Pennsylvania in 1995.