2024 Recap

Thank you for attending the 2024 New Capital Investment Summit. Head to the catch-up page below for individual session videos

Guest Presenters

Schedule

Tuesday 9th January 2024 (GMT)
The Virtual Stage
Tuesday 9th January 2024 (EST)
The Virtual Stage
The Virtual Stage
The Virtual Stage
Guest Arrival image
08:15 - 08:45
Guest Arrival
Welcome image
08:45 - 08:50
Welcome
Welcome image
Justin McKie
Introduction image
08:50 - 09:10
Introduction
Introduction image
Giorgio Pradelli
Group CEO, EFG
New Capital Outlook image
09:10 - 10:00
New Capital Outlook

Moz Afzal and Daniel Murray will briefly review their 2023 Outlook predictions before presenting the top 10 themes for the year ahead. Look out for further political turbulence and undervalued currencies recovering.

New Capital Outlook image
Daniel Murray
Deputy CIO & Head of EFGAM (Switzerland)
New Capital Outlook image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
New Capital Equity Panel image
10:00 - 11:00
New Capital Equity Panel

Senior New Capital fund managers deliver equity market insights, covering their regional and sector preferences.

New Capital Equity Panel image
Chris Chan
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Jonathan Rawicz
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Mike Clulow
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Fergus Argyle
Senior Portfolio Manager, New Capital
11:00 - 11:15
Break
Break image
EFG Virtual Events
Online Events
New Capital Private Markets: Structural Trends and Opportunities image
11:15 - 12:00
New Capital Private Markets: Structural Trends and Opportunities

Senior alternatives fund manager Manuel Keiser will be joined by expert Private Market guests.

New Capital Private Markets: Structural Trends and Opportunities image
Manuel Keiser
Senior Portfolio Manager, New Capital
New Capital Private Markets: Structural Trends and Opportunities image
Ed Gay
Partner & COO at Hollyport Capital
New Capital Private Markets: Structural Trends and Opportunities image
Rob Gavin
Partner at Whitehorse Liquidity Partners Inc
New Capital Private Markets: Structural Trends and Opportunities image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
What’s 2024’s AI and Obesity? image
12:00 - 13:00
What’s 2024’s AI and Obesity?

Head of Thematic Investment Research Ed Stanley will share a number of Morgan Stanley’s tactical views for 2024.

What’s 2024’s AI and Obesity? image
Ed Stanley
Head of Thematic Investment Research at Morgan Stanley
13:00 - 14:00
Lunch
Lunch image
EFG Virtual Events
Online Events
New Capital Fixed Income Panel image
14:00 - 15:00
New Capital Fixed Income Panel

Senior New Capital fund managers will discuss where the best opportunities lie in the Fixed Income market.

New Capital Fixed Income Panel image
Camila Astaburuaga
Senior Portfolio Manager, New Capital
New Capital Fixed Income Panel image
Michael Leithead
Senior Portfolio Manager & Head of Fixed Income Research
New Capital Fixed Income Panel image
Grazia Cozzi
Senior Portfolio Manager and Deputy Head of Fixed Income
New Capital Fixed Income Panel image
Paulus De Vries
Senior Portfolio Manager, New Capital
The Future of Geography image
15:00 - 16:00
The Future of Geography

Award winning journalist, writer and broadcaster Tim Marshall will deliver a keynote address on the ever changing geo-political situation and the potential scenarios for escalation and stability.

The Future of Geography image
Tim Marshall
British Journalist, Writer and Broadcaster
16:00 - 16:15
Break
Break image
EFG Virtual Events
Online Events
The Outlook for US and Global Politics image
16:15 - 17:00
The Outlook for US and Global Politics

With the hotly anticipated US election scheduled for 2024, Dan Clifton will provide insight into Washington and the link between political and economic volatility.

The Outlook for US and Global Politics image
Dan Clifton
Partner/Head of Policy, Strategas Research Partners
Key New Capital Takeaways for 2024 image
17:00 - 17:30
Key New Capital Takeaways for 2024
Key New Capital Takeaways for 2024 image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
Guest Arrival image
00:15 - 00:45
Guest Arrival
Welcome image
00:45 - 00:50
Welcome
Welcome image
Justin McKie
Introduction image
00:50 - 01:10
Introduction
Introduction image
Giorgio Pradelli
Group CEO, EFG
New Capital Outlook image
01:10 - 02:00
New Capital Outlook

Moz Afzal and Daniel Murray will briefly review their 2023 Outlook predictions before presenting the top 10 themes for the year ahead. Look out for further political turbulence and undervalued currencies recovering.

New Capital Outlook image
Daniel Murray
Deputy CIO & Head of EFGAM (Switzerland)
New Capital Outlook image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
New Capital Equity Panel image
02:00 - 03:00
New Capital Equity Panel

Senior New Capital fund managers deliver equity market insights, covering their regional and sector preferences.

New Capital Equity Panel image
Chris Chan
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Jonathan Rawicz
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Mike Clulow
Senior Portfolio Manager, New Capital
New Capital Equity Panel image
Fergus Argyle
Senior Portfolio Manager, New Capital
03:00 - 03:15
Break
Break image
EFG Virtual Events
Online Events
New Capital Private Markets: Structural Trends and Opportunities image
03:15 - 04:00
New Capital Private Markets: Structural Trends and Opportunities

Senior alternatives fund manager Manuel Keiser will be joined by expert Private Market guests.

New Capital Private Markets: Structural Trends and Opportunities image
Manuel Keiser
Senior Portfolio Manager, New Capital
New Capital Private Markets: Structural Trends and Opportunities image
Ed Gay
Partner & COO at Hollyport Capital
New Capital Private Markets: Structural Trends and Opportunities image
Rob Gavin
Partner at Whitehorse Liquidity Partners Inc
New Capital Private Markets: Structural Trends and Opportunities image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
What’s 2024’s AI and Obesity? image
04:00 - 05:00
What’s 2024’s AI and Obesity?

Head of Thematic Investment Research Ed Stanley will share a number of Morgan Stanley’s tactical views for 2024.

What’s 2024’s AI and Obesity? image
Ed Stanley
Head of Thematic Investment Research at Morgan Stanley
05:00 - 06:00
Lunch
Lunch image
EFG Virtual Events
Online Events
New Capital Fixed Income Panel image
06:00 - 07:00
New Capital Fixed Income Panel

Senior New Capital fund managers will discuss where the best opportunities lie in the Fixed Income market.

New Capital Fixed Income Panel image
Camila Astaburuaga
Senior Portfolio Manager, New Capital
New Capital Fixed Income Panel image
Michael Leithead
Senior Portfolio Manager & Head of Fixed Income Research
New Capital Fixed Income Panel image
Grazia Cozzi
Senior Portfolio Manager and Deputy Head of Fixed Income
New Capital Fixed Income Panel image
Paulus De Vries
Senior Portfolio Manager, New Capital
The Future of Geography image
07:00 - 08:00
The Future of Geography

Award winning journalist, writer and broadcaster Tim Marshall will deliver a keynote address on the ever changing geo-political situation and the potential scenarios for escalation and stability.

The Future of Geography image
Tim Marshall
British Journalist, Writer and Broadcaster
08:00 - 08:15
Break
Break image
EFG Virtual Events
Online Events
The Outlook for US and Global Politics image
08:15 - 09:00
The Outlook for US and Global Politics

With the hotly anticipated US election scheduled for 2024, Dan Clifton will provide insight into Washington and the link between political and economic volatility.

The Outlook for US and Global Politics image
Dan Clifton
Partner/Head of Policy, Strategas Research Partners
Key New Capital Takeaways for 2024 image
09:00 - 09:30
Key New Capital Takeaways for 2024
Key New Capital Takeaways for 2024 image
Moz Afzal
Global CIO, Head EFGAM and EFGAM (UK) CEO
Select date to see events.
By registering to attend the 2024 Global Investment Solutions Summit (the ‘Summit’) you are acknowledging that:
  1. Any presentations and associated documentation discussed and/or distributed at the Summit are intended for professional, accredited, institutional and qualified investors only and should not be relied upon by retail investors
  2. Any presentations and associated documentation discussed and/or distributed at the Summit do not constitute and should not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment or other financial instrument, security or other product or service. They are not intended to be a final representation of the terms and conditions of any investment or other financial instrument, security or  other product or service. All content discussed at the Summit is for your general information only, should be regarded as a marketing communication, and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction
  3. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information provided to you at the Summit
  4. The value of investments can go down as well as up and you may get back less than you invest