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QuotedData’s Round the World Investment Trust Webinar Americas 2022

Description

Description:

QuotedData will be hosting our Round the World Investment Trust webinar series every Thursday from the 24th February to 17th March 2022. Each weekly event will include a panel discussion with 3 – 4 managers focusing on a specific region of the world, followed by a Q&A session. Video presentations of the managers’ funds will also be made available to view on-demand.

See current schedule below, with more speakers to be confirmed:

Week 2 – 3rd March, 2-3pm GMT – Americas: ‘Americas post COVID-19′ – will markets start to see an investor-led recovery in fortunes? Where are the opportunities?

Panellists:

  • Tiago Rodrigues, abrdn Latin American Income Fund
  • Jerry Polacek, Ecofin US Renewables Infrastructure Trust
  • Dean Orrico, Middlefield Canadian Income
  • Kamal Warraich, Investment Analyst and member of the Fund Selection and Investment Trust committees, Canaccord Genuity

Register for the series or individual sessions here.

This webinar series is CPD endorsed, do get in touch after the events if you require a CPD certificate.

Click here to register now!

Speakers

Tiago Rodrigues - Investment Manager

Tiago Rodrigues de Lourenço is an Investment Manager on the Global Emerging Markets Equity team. Tiago joined the company in 2012 as an Intern and later joined the graduate rotation scheme. Tiago graduated with a BSc in Business Administration and International Trade from Universidade Presbiteriana Mackenzie and is a CFA charterholder.

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Jerry Polacek - CFA

Mr. Jerry Polacek co-founded the firm's private renewable energy investment business in 2016 and serves as the managing director and group lead. At Ecofin, he has co-led the IPOs of a London Stock Exchange listed fund and a NYSE listed fund where he serves as a portfolio manager for private renewable infrastructure investments. Mr. Polacek has 24 years of experience, including 20years of principal investing experience. Previously, Mr. Polacek was a co-founder of Energy & Infrastructure Capital LLC (EIC), a private debt investment firm, where he served as chief executive officer and chief investment officer from 2014 to 2016. Prior to forming EIC, Mr. Polacek was a managing director at GE Capital, Energy Financial Services (GE EFS), where he held various leadership roles focused on private equity and credit investment in the global energy infrastructure sector since joining in 2001. At GE EFS, Mr. Polacek co-founded the renewable energy group in 2006 as head of portfolio management and also managed its energy technology venture capital portfolio. Prior to joining GE EFS, he was a controller at Morgan Stanley in its venture capital investment division and a senior auditor with Ernst & Young, where he passed the certified public accountant (CPA) exam. Mr. Polacek graduated magna cum laude from Adelphi University with a Bachelor of Business Administration in accounting and earned a Master of Business Administration in finance and entrepreneurship with honors from Columbia Business School. He is a CFA® charterholder.

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Dean Orrico - President

Dean Orrico is President of Middlefield International Limited and is responsible for overseeing the creation and ongoing management of all of Middlefield's investment funds. Mr. Orrico has 25 years of experience in the financial services sector. Prior to joining MIDDLEFIELD® in 1996, Mr. Orrico was an account officer in the commercial banking division of the Toronto Dominion Bank. Mr. Orrico is a registered portfolio manager and is an MBA graduate of the Schulich School of Business (York University) and holds a B.Comm degree from the Rotman School of Management (University of Toronto).

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Kamal Warraich - Investment Analyst

Kamal is an Investment Analyst responsible for open and closed-ended UK Equity Fund Selection. In addition to Fund analysis, he also contributes to the Firm's asset allocation strategy with macroeconomic research. He is a member of the Chief Investment Office and sits on the Fund Selection, Investment Trust and ESG Committees.

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Ticket Price

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