Wednesday, 03. May 2023, 13:00 - 13:40 UHR
Seminarraum 5 (mit Video)
Speaker(s): Samuel Bevan, Wouter Van Overfelt, Chris Perryman, Phil Yuhn
Does active management in Emerging Market Debt make sense? If so, why? How does the current political and economic upheaval impact investment opportunities? What are the implications of adding EM debt to a traditional fixed income portfolio?
Investment Director, Emerging Market Debt, abrdn
Samuel Bevan is an Investment Director on the EMD team at abrdn. Sam has over a decade of investing experience, having joined the company in October 2011. He is based in London but has completed secondments in our offices in São Paulo and Singapore. An advocate of sustainable investing, Sam has completed the Oxford Impact Investing Programme (2019) with Saïd Business School, University of Oxford, and the Certificate of Advanced Studies in SDG Investing (2021) with The Graduate Institute, Geneva. Sam graduated with a BSc (Hons) in Economics from the University of Bath, completing a 12-month placement with City Asset Management, where he researched emerging market equity funds. Sam is a CFA charterholder.
Head of Emerging Market Corporates, Portfolio Manager, Vontobel Asset Management
Wouter Van Overfelt joined Vontobel Asset Management in April 2013. He heads the Emerging Markets Corporate Bonds team within the Fixed Income Boutique.
Before joining Vontobel, from 2012 to 2013, he was Head of Business Control within the Central Portfolio Management unit at Gaz de France Suez. Prior to that, he worked in various positions at Dexia: from 2010 to 2012 as Senior Credit Risk Modeler in the Credit Portfolio Modeling & Pricing team, and from 2008 to 2010 as portfolio manager of corporate and total return bond funds in the Fixed Income team within Asset Management. He started his career in 2002, modeling credit spreads on high yield bonds.
Wouter holds a PhD and a Master’s degree in Applied Economics from the University of Antwerp.
Managing Director, Corporate Portfolio Manager and Head of Trading, Emerging Markets Fixed Income
Mr. Perryman joined the firm in 2009 and is Corporate Portfolio Manager and Head of Trading, Emerging Markets Fixed Income responsible for managing EM strategies and overseeing all aspects of EM fixed income and FX trading, including cash bonds, currencies and derivatives. He was previously an emerging markets trader at the Standard Bank’s fund management division dealing with hard and local currency bonds, FX and CDS. Prior to that, Mr. Perryman served as a credit team’s portfolio analyst at Morley Fund Management and before that worked at the London Stock Exchange. He holds an Investment Management Certificate and a Diploma in Technical Analysis from the Society of Technical Analysts.
Portfolio Manager, Man GLG
Phil Yuhn is a portfolio manager on the Emerging Markets Debt team. Prior to joining Man GLG, he worked as a portfolio manager at American Century Investments. Prior to this, he was a senior portfolio manager at HSBC Asset Management from 2009-2015. Prior to HSBC, Phil worked three years in the Emerging Markets Debt Strategy group at Lehman Brothers
from 2005-2008. He has been working in the industry since 2005 and holds an MBA from the University of Chicago Booth School of Business. He received a BS and an MEng from Cornell University.
Before becoming Editor-in-Chief of the Handelszeitung, Diem Meier worked for 12 years at the «Tages-Anzeiger» - including as Head of the Economics and Business Department and as Chief Economist. At «Finanz und Wirtschaft» he was deputy editor-in-chief and he has worked for publications such as «Facts», «BILANZ», «Handelszeitung» and «Weltwoche». Diem Meier has published three books on economic topics and taught economics as a part-time lecturer for 19 years - mainly at the Bern and Kalaidos Universities of Applied Sciences. He studied economics and economic history at the University of Zurich and graduated with a Master of Arts. He also holds a Certificate of Advanced Sciences in Finance from the Universities of Basel and Zurich.