6 MAY, 2021
By Constanza Ramos
In these uncertain times where the market is changing so fast, RankiaPro has organised the RankiaPro Meetings Portugal sessions. Dynamic digital meetings where Portuguese fund selectors were able to get to know: Alliance Global Equity Growth, BNY Mellon Efficient US Fallen Angels Beta Fund, Global X Telemedicine and Digital Health UCITS ETF, GS Global Future Technology Leaders.
Thorsten Winkelmann is CIO for Global Growth, Portfolio Manager and Managing Director at Allianz Global Investors. He leads the Growth Equity team and is the Lead or co-Lead Portfolio Manager of Europe Equity Growth strategies and the Global Equity Growth Strategy. He graduated with a master’s degree in economics from the University of Bonn in 2001 and then joined Allianz Global Investors that same year as part of the Multi Asset team where he managed equities. In 2009, Thorsten took up responsibility for the European Growth funds as a senior portfolio manager. He has 23 years of investment industry experience.
Jason V. Lejonvarn, CFA Managing Director, Global Investment Strategist and he is the responsible for the firm’s multi-asset and multi-factor investment capabilities as well as developing current and new strategies. He was a strategist with Hermes Commodities, responsible for running and developing their commodity business and he worked at BGI as a strategist in their solutions team and as head of portfolio management for BGI’s Hedge Fund Management Group. Jason holds an MA in economics from Los Andes University and a BA in political science and international studies at Macalester College. He also holds the CFA® designation and is a member of the CFA Institute.
Morgane Delledonne provides investment research for clients through a range of channels including TV broadcasting, conferences, publications and client meetings. Prior to that Morgane worked at BMO Global Asset Management, ETF Securities, Pictet & Cie and the French Treasury as a macroeconomist. She has a BSc in Applied Mathematics from Université Nice-Sophia Antipolis and MSc’s in Economics & Financial Engineering from Université Paris Dauphine.
Brook dane is a portfolio manager on the Fundamental Equity team and he co-manages portfolios in the large cap value, technology opportunities and income builder strategies and is the lead analyst for large cap software, internet and hardware stocks. Brook joined Goldman Sachs in 2010 as a technology sector portfolio manager of the value equity team and was named managing director in 2019. Prior to Goldman Sachs, he spent 13 years at Putnam Investments in various investment roles. Brook serves on the board of the Boston Madison Square Garden Club. He earned a BA in History in 1991 from Tufts University and earned an MBA at the Haas School of Business at the University of California, Berkeley in 2000. He is a CFA charterholder.
By RankiaPro Europe