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