Howart Compliance and YardHouse Global Partners are hereby inviting you to our virtual "1 Hour Morning Brief"on Friday, April 17 at 08:00 CET.  

AGENDA

08:00 - 08:10  Welcome  

08:10 - 08:30  TS Lombard  

08:30 - 08:50  Stonehorn Global Partners 

08:50 - 09:00  Conclusion 

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DETAILED AGENDA

TS Lombard 

• Europe entering a deep recession 

• Fragmentation risks are re-emerging 

• EA fiscal policy response largely defensive 

• Labour market dynamics 

• ECB’s new “Whatever It Takes” 

• Coronabonds and debt-mutualisation  

Stonehorn Global Partners

• What’s happening on the ground in Asia? 

• Do we believe the china numbers, is the infection curve flattening? 

• Fundamentals and valuations 

• Stonehorn 1Q 2020 one of Asia’s best performing AXJ funds, how? 

ABOUT THE SPEAKERS

Shweta Singh, TS Lombard 

Shweta joined TS Lombard in 2011. She is Managing Director, Global Macro and Europe Economics. Shweta leads the coverage of Euro area economics and ECB policy. She also focusses on international macro themes with an emphasis on identifying key trends and turning points in global financial flows.

Shweta started her career as a Researcher at the London School of Economics and Political Science (LSE). She has also worked as a Researcher at the UN. Before joining TS Lombard, she was an Economist at Morgan Stanley (MS) for four years in Mumbai and Singapore.  At MS, she was a member of the top-rated Asia Economics team (Institutional Investor Survey).

Shweta is a regular commentator in TV and print media. She holds an MSc. in Economics from the LSE and an MSc. in Finance from the London Business School.

For more info, please refer to:   

Samuel Lecornu, Stonehorn Global Partners 

Sam is a multi-award-winning fund manager and the Chief Executive Officer (CEO) & Chief Investment Officer (CIO) of Stonehorn Global Partners.

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Sam has a very strong track record of outperforming the Australian and Asian equity markets for nearly two decades. Sam has won many performance awards and is recognised as one of Asia’s ‘Best-of-the-Best’ Chief Investment Officers (CIOs). In 2014 and 2015 Sam was awarded CIO of the Year-HK Equity by Asia Asset Management.

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Sam began his career in 2001 in Australia as an equity analyst at MMC Asset Management. In 2005, Sam joined Paradice Investments. In 2008, Sam co-established the Macquarie Asian Listed Equities (ALE) funds management division based in Hong Kong.

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At Macquarie Group, Sam was an Executive Director, Co-Head of ALE and the Head of Investments. From a small team of founding members in 2008 and a single fund of under AUD$10m, by 2018 the business had grown to over AUD$4bn assets under management at its peak.

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Sam has managed portfolios for some of the world’s largest High Net-Worth (HNW) families, foundations, universities, endowments, corporate and industry superannuation and global wealth-managers.

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For more info, please refer to http://www.stonehornpartners.com/