Welcome to our upcoming Conference call with professionals, taking place on the 1st of December (16:00h CET). Our main topic will be Portfolio Diversification. Diversification is the practice of spreading investments around so that exposure to any one type of asset is limited. This practice is designed to help us reduce the volatility portfolio over time, and in times of crisis the importance of diversification further increased. For an insightful conversation please join us.
One of the keys to successful investing is learning how to balance your comfort level with risk against your time horizon.
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We are going to have 2 professionals in the roundtable who will talk us about what tools can be used when it comes to Portfolio Diversification.
Karol Ciuk, CFA
Head of Global Strategies at Pekao TFI S.A.
Karol Ciuk joined Pekao TFI (first investment funds manager on the Polish market) in 2017 as portfolio manager and since 2019 he is also Head of Global Strategies. He has close to 10 years of professional investment experience in various roles (senior analyst, investment advisor, portfolio manager) in several financial institutions in Poland. He holds a master’s in finance and accounting from the Warsaw School of Economics. He is licensed stockbroker and investment advisor by Polish Financial Supervision Authority and is a CFA and CAIA Charterholder.
Bruno Dhoosche, CFA
Head of Investment Research & Head of Fixed Income Strategies, Senior Fund Analyst
Bruno Dhoosche is Head of Investment Research since April 2018 and Head of Fixed Income Strategies since April 2016 in the Investment Research Division at Allfunds. Prior to joining Allfunds in 2015, Bruno worked for SEI Investments for more than eleven years: he started in 2003 as a Client Portfolio Manager in Paris where he was responsible for creating, monitoring and reviewing Managed Account Programmes and Fund of Funds ranges for international clients in the U.S., Europe, Asia and Middle East. In 2007, he relocated to London and moved to an investment analyst role in 2008 within the Global Fixed Income team covering all sectors of the Global Aggregate benchmark. Bruno started his career at Société Générale Corporate and Investment Banking as a Key Client Account Manager for the Fixed Income trading desks in 2002. Bruno has a degree in Mathematics and Economics and a Master in Mathematics, Economics and Financial Modelling, both from La Sorbonne University in Paris. He is a CFA charterholder and a member of the CFA UK Society.
Andrea Profeti, CFA
Senior fund adviser at CA Indosuez Wealth (Europe)
Andrea is Senior Fund Analyst within the European fund selection team at Indosuez Wealth Management Europe. Andrea is responsible for about €2 EUR bln asset under management. Andrea has developed quantitative models for manager selection and is involved in the process of creating portfolio of funds for Spanish clients. Previous to the current position, he was working at Allfunds Bank (2007-2017), as fund analyst specialized in sector and thematic equity funds and as portfolio manager. He worked at Fideuram Investimenti SGR between 2000 and 2007 where he held various positions, technical analyst, product development and fund of funds manager. Andrea has a Master in Insurance and Risk Management from MIB School of Management, Triste, Italy.