Description
On the 3rd March QuotedData hosted the second of four Round the World Investment Trust panel discussions. The topic discussed was ‘Americas post COVID-19′ – will markets start to see an investor-led recovery in fortunes? Where are the opportunities?
The panel participants were Tiago Rodrigues, abrdn Latin American Income Fund, Jerry Polacek, Ecofin US Renewables Infrastructure Trust, Dean Orrico, Middlefield Canadian Income and Kamal Warraich, Investment Analyst and member of the Fund Selection and Investment Trust committees, Canaccord Genuity. You can watch the panel discussion here.
Tiago Rodrigues – Investment Manager
To find out more about abrdn Latin American Income Fund, click through a presentation from Viktor Szabo and Mubashira Bukhari Khwaja here.
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. For more information, click here.
Jerry Polacek – CFA
To find out more about Ecofin US Renewables Infrastructure Trust, click through a presentation from Jerry Polacek here.
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 20 years 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. For more information, click here.
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). For more information, click here.
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. For more information, click here.
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