Programme List - Thematic Breakfast 2019



Registration, breakfast & networking


Boardroom sessions


Comfort Break


Boardroom sessions


End of briefing


*Programme subject to change




Natixis Investment Managers

Simon Gottelier, Senior Portfolio Manager Natixis Investment Managers


Fund: Natixis Thematics Water Fund

Thematic Investment in the Water sector: the potential for defensive, secular growth for decades to come


Simon Gottelier, the Co-Portfolio Manager of the Thematics Water Strategy will introduce the investment opportunity in the Water value chain. He will discuss the long time-horizon of the thematic drivers, will elaborate on the Company's process and will illustrate how a diversified approach to portfolio construction can lead to long-term outperformance of global benchmarks despite a similar or lower level of risk.



AXA Investment Managers

Amanda O’Toole, Portfolio Manager, AXA Investment Managers

 Fund: AXA WF Framlington Clean Economy Fund


Cleantech – The Evolving Economy




·         Population growth and rising wealth continue to increase demand for energy, transportation, food and water.

·         Social awareness of the pressure on scarce resources and the need for emission reduction is influencing government policy, consumer preferences and corporate behaviour.

·         Multi-decade growth opportunity for those companies which support the energy transition, improve resource sustainability, or address water scarcity.



Goldman Sachs

Richard Wiseman, Senior Client Portfolio Manager, Fundamental Equity

Fund: GS Millennial Equity Portfolio - Inspired by the Next Generation

The Millennial Generation: Changing the World


The Millennial generation has become the largest and wealthiest demographic on the planet. Millennials are ‘digital natives’. They have grown up during, and embraced, an era of huge technological innovation. As ‘global citizens’, they also have significantly different lifestyle priorities from their parents: Millennials in both developed and emerging countries are spending money in their own way, driving unprecedented disruption across many global industries. In short, they are changing the world.


The GS Global Millennial Equity portfolio aims to invest in companies that will benefit from the spending priorities of Millennials, as they  catalyse technological innovation and industrial disruption globally.




Christopher Gannatti , Head of Research Europe, WisdomTree


Fund: WisdomTree Artificial Intelligence UCITS ETF


Defining purity of Artificial Intelligence (AI) and how to capture the investment opportunity


AI is an interesting and exciting area of technology. It has the potential to change how industries operate and how consumers live their lives. With seemingly limitless possibilities, investment and adoption in AI is on the rise across all industries. Whilst AI no doubt offers compelling investment potential, identifying companies that demonstrate a meaningful and pronounced relationship with AI is matter of contention. Seeking to tackle this matter, WisdomTree partnered with NASDAQ and the Consumer Technology Association (CTA) to develop a bespoke index that is focussed on defining and respecting the purity of this theme.