What worked and what didn't? Asset Allocation Webinar

What worked and what didn't in a troubled 2020?

2020 has represented one of the most challenging investment environments in the past two decades. Join industry experts Kej Somaia (First Sentier Investors), Matt Williams (Airlie Funds Management) and Robert Almeida (MFS Investment Management) as they discuss:

the strategies which helped managers outperform their peers
what worked and what didn't in a troubled 2020
what is likely to make a difference as fund manager enter 2021

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*The Future of Wealth Management Community is specially designed for members of the financial advice community, if you are a supplier to the industry, please contact our events team at [email protected]

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INDUSTRY EXPERTS

Kej Somaia
Co-Head of Multi-Asset Solutions
First Sentier Investors

Kej first joined the company in May 2006. Kej has more than 13 years of investment experience and is responsible for the development and management of multi-asset portfolio construction as well as tailored investment solutions. Previous roles in the company include working within the Multi-Sector Funds team as a Portfolio Manager where he was responsible for the management of the asset allocation and inter-funding processes and prior to this, as an analyst within the Investment Compliance team.

Prior to the company, Kej worked as a Performance Analyst for both Commonwealth Bank and JPMorgan. Kej holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology and also a Graduate Diploma in Applied Finance from FINSIA.

Matt Williams
Portfolio Manager
Airlie Funds Management

Matt has over 20 years industry experience, he entered investment management in 1993 when he joined Perpetual Investments as an equities dealer. From there Matt progressed to be an equities analyst and portfolio manager. From 2011 to 2015, Matt was Head of Equities at Perpetual. Since joining Airlie in July 2016 Matt has managed Australian share strategies for institutional clients.

Robert Almeida
Portfolio Manager and Global Investment Strategist
MFS Investment Management

Robert M. Almeida is an investment officer and global investment strategist for MFS Investment Management® (MFS®), offering insight and perspective on cyclical and secular trends impacting investors. He serves as lead portfolio manager on multi‐asset income and alternative strategies and is a member of MFS' Fixed Income Strategy and Fixed Income Risk and Opportunities groups.

Rob joined MFS in 1999 and served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. He joined the US Growth Equity team in 2009 and became a portfolio manager in 2014. He added additional portfolio management responsibilities in 2018 and assumed his current strategist title in 2019.

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