Wednesday, 03. May 2023, 15:00 - 15:40 UHR
Seminarraum 5 (mit Video)
Speaker(s): Valerio Angioni, Martin Wilhelm, Dr. Agim Xhaja
Are we seeing the return of traditional fixed income investing? Where are the opportunities and risks today? What does high inflation mean for fixed income investors? Do hybrid fixed income instruments offer solutions in this market environment?
Investment Director, Fixed Income Team, Jupiter Asset Management
Valerio joined Jupiter in 2022 and is an Investment Director in the Fixed Income team.
Before joining Jupiter, Valerio worked for PIMCO, in the EMEA Global Wealth Management Sales team looking after distribution, wholesale and sub-advisory clients, predominantly invested in fixed income and multi-asset strategies. He has 5 years of investment experience and previously worked at Commerzbank in Cross-Asset Structured Products Sales and completed internships at JP Morgan and GAM. Valerio is a CFA charter holder and holds a degree in Business Economics and a Master of Science in Finance.
Founder of IfK-Institut für Kapitalmarkt, Advisor of bond fund “ACATIS IfK Value Renten”
Martin Wilhelm is the founder and the investment manager of IfK - Institut für Kapitalmarkt, one of the leading independent bond managers in Germany, book author and lecturer at the Frankfurt School of Finance and Management. In 2008 Martin Wilhelm started to advise the German investment boutique ACATIS, specialized in value investing. His success as advisor of the global bond fund “ACATIS IfK Value Renten” has been recognized with multiple awards. Since launch in 2008 clients doubled their capital in the fund with an annual performance of 5,0%.
CIO Fixed Income, Banque Cantonale Vaudoise
Agim Xhaja leitet seit 2006 das Fixed-Income-Team der BCV und verwaltet den Fonds BCV International Bonds. Er begann seine berufliche Laufbahn 2001 bei der UBS, wo er mehrere Funktionen in den Bereichen Finanzanalyse und Kreditrisikokontrolle ausübte. Agim Xhaja hat über 20 Jahre Erfahrung im Anlagebereich. Er verfügt über ein Diplom in Mathematik der Universität Tirana, einen Master in International Economics des IHEID in Genf sowie ein vom FAME (SFI) in Kooperation mit der Universität Lausanne verliehenes Doktorat in Finanzen.
Leiter Investment-Consulting/Controlling, Mitglied der Geschäftsleitung, Complementa
Thomas Breitenmoser studied economy and business administration at the University of Applied Sciences in Zurich and completed a dual degree Executive MBA in Asset and Wealth Management at the University of Lausanne and Carnegie Mellon University (Pittsburgh, USA). He holds the titles of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).
Before joining Complementa in 2016, he held management positions at Swisscanto/ZKB, JPMorgan Asset Management, Merill Lynch Investment Managers and Credit Suisse. In addition, he was Chairman of the Foundation Board as well as president of the Investment Committee of JPMorgan Chase Suisse Pension Fund.
With his team he is responsible for projects & mandates and participates in management meetings of institutional investors.