Lunch-event
PGIM

28 August 2024 – Geneva, Mandarin Oriental Hotel

Uncovering the best ideas in global credit markets

Dear Sir or Madam,

We are delighted to invite you to join us on Wednesday 28th August for a lunch conference in which key members of PGIM Fixed Income’s Multi-Sector Team will share insights on the macroeconomic backdrop, market dynamics, and credit sectors that warrant investor attention.

Attractive starting yields, impending rate cuts, solid corporate fundamentals and subdued default rates contribute to compelling conditions for bonds. Guillermo Felices, Global Investment Strategist, and Gabriel Doz, Portfolio Strategist, will assess the environment ahead and how active managers can add value through strategic positioning, navigating changing macro and disinflation trends and capitalising on bond market dispersion.

We remain at your disposal for any further information. We hope you can attend the event.

Yours Sincerely,

Rochus Appert
Head of Switzerland Distribution
Mobile: +41 79 629 68 49
Email Me

Nicolas Albrecht
Sales Manager, Swiss Accounts
Mobile: +41 79 683 38 47
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PROGRAM

12:00  Arrival & networking

12:20  Opening remark

12:30 Macro-environment expectations for H2 2024
            Guillermo Felices, Global Investment Strategist, PGIM Fixed Income

           Opportune time for active flexible bond management
            Gabriel Doz, Portfolio Strategist, PGIM Fixed Income

13:40  Q&A

14:00  End of the event

Company profile: PGIM

PGIM is the asset management business of Prudential Financial, Inc.* (PFI)— a global leader with more than $1.3 trillion in assets under management (as of 31/3/24) and a company that individuals and businesses have trusted for over 145 years. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs.
PGIM offers a range of retail and institutional solutions across a diversified set of asset classes. Our multi-affiliate model brings together the benefits of global scale and specialised expertise in both public and private markets.

*Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Guillermo Felices, Global Investment Strategist, PGIM Fixed Income.
Guillermo Felices, PhD is a Principal and Global Investment Strategist at PGIM Fixed Income, based in London. Mr. Felices is responsible for designing macro-based investment strategy across asset classes. Prior to joining the Firm in August 2021, Mr. Felices was Head of Investment Strategy and a member of the Multi-Asset Investment Committee at BNP Paribas Asset Management. Previously, he was Head of Asset Allocation Research for Europe at Barclays, having joined in 2011 as Head of Foreign Exchange Strategy for Europe. Earlier, he was a Senior Global Macro Strategist at Citi (2007-2011) and a Senior Economist at the Bank of England (2002-2007). During 2016, Mr. Felices was a Research Fellow at the London School of Economics and Political Science. His research has been published in books and academic journals and his commentary has appeared regularly in the global financial press. Mr. Felices holds a PhD and an MA in Economics from New York University (Fulbright Scholar) and he received his BA in Economics from Universidad del Pacifico in Lima, Peru.

Gabriel Doz, Portfolio Strategist, PGIM Fixed Income. 
Gabriel is a principal and portfolio strategist in European retail client management, supporting PGIM Investments’ European Financial Intermediary Group (FIG) in the development of PGIM Fixed Income’s subadvisory capabilities and Ucits platform. Prior to joining the firm in 2016, he was senior vice-president at PIMCO where he maintained and developed relationships with the firm’s large institutional EMEA clients. Earlier, he was a discretionary portfolio manager for Societe Generale Gestion in Paris and held various roles at Amundi Asset Management and RBC Dexia Investor Services.