Global Media Conference 2023
Investment Themes for the Future: Hear from our CEO, Senior Leaders and Key Portfolio Managers from around the World
Welcome to the Janus Henderson Global Media Conference
Sarah de Lagarde, Global Head of Communications
Key Investment Themes for the Future
Ali Dibadj | CEO Janus Henderson
Decentralisation of Supply Chains
Matt Culley | Emerging Market Equity Portfolio
Jonathan Coleman | Portfolio Manager co-managing the US SMID Cap Growth and US Small Cap Growth strategies
Hosted by Ignacio de la Maza | Head of Intermediary EMEA & LatAm
ESG in Fixed Income: a Marathon, Not a Sprint
Natasha Page | Director of Fixed Income ESG
Mid-Year Outlook
Alex Crooke | Head of Equities EMEA & APAC
Democratisation of Alternatives
David Elms | Head of Diversified Alternatives
Luke Newman| Absolute Return Portfolio Manager
Hosted by Adam Hetts| Head of Portfolio Construction & Strategy
Post-Covid World and Impact on Demographics
Andy Acker | Portfolio Manager, Global Life Sciences & Biotechnology
Denny Fish | Portfolio Manager, Global Technology & Innovation
Greg Kuhl | Portfolio Manager, Global Property Equities
Hosted by Jess Leoncini | Global Head of Product Management & Marketing
Mid-Year Outlook
Jim Cielinski | Global Head of Fixed Income
Higher Interest Rates and Higher Yields – Fixed Income Panel
Seth Meyer | Head of Fixed Income Strategy
Nick Childs | Portfolio Manager, Securitised Products
Greg Wilensky | Head of US Fixed Income
John Lloyd | Multi-Sector Credit Strategies & Portfolio Manager
Hosted by Kareena Moledina | Client Portfolio Manager Lead, Fixed Income
Responsibility and ESG: Our Strategy and Approach
Demesha Hill, Head of Diversity & Community Relations
Alison Porter, Global Technology Portfolio Manager
Hosted by Michelle Dunstan, Chief Responsibility Officer
Outlook for Pensions – Institutional Focused Panel
Sander Van der Ent, Head of EMEA ex UK Institutional
Anil Shenoy, Head of UK Institutional
Aaron Kilberg, Head of NA Institutional Sales
Hosted by Nick Adams, Global Head of Institutional
Cost of Cash – Deciding Between the Have Companies and the Have Not Companies
Tom O’Hara, European Equities Portfolio Manager
Jeremiah Buckley, Portfolio Manager, Growth, Income & Balanced
Ben Lofthouse, Head of Global Equity Income
Brian Demain, Portfolio Manager, Mid-Cap Growth
Hosted by Michael Schweitzer, Head of Retail Distribution North America
Using Innovative Fixed Income ETFs to Optimise Effective Portfolio Construction
Dan Aronson | Director, ETP Client Product Specialist
John Kerschner | Head of US Securitised Products
Mid-Year Outlook
George Maris | Head of Equities Americas