Prior to co-founding Polunin Capital in 2001, Julian was a Senior Investment Manager for EM equities at Pictet Asset Management. He began his investment career in 1990 with Rothschild Asset Management as a banking sector analyst, and later as Latin America Fund Manager. He speaks French and Portuguese and is bi-lingual in English and Spanish. Although based in the UK Julian has spent many years living and working in Spain and Latin America. He received a Diploma in Hispanic Studies from Madrid University and later graduated with an MA Honours (1st Class) in Spanish and Portuguese at Edinburgh University.
Keynote
Asset Management - Boutique
Emerging Markets, Frontier Markets, Forex
Mitchell Feierstein
Mitchell Feierstein is the principal behind the Glacier Environmental Fund Ltd. He has 40 years of financial markets experience, working over three continents and countless different areas of the financial markets. He has been one of the most noted innovators in the derivatives field, pioneering the LEBA energy index (which remains the gold standard in its area). During his tenure as the Senior Portfolio Manager of the Cheyne Carbon Fund, part of one of the largest hedge-fund groups operating in Europe, he authored the Voluntary Carbon Standard (intended as a model for the federal GHGprogram) which created an entirely new commoditized asset class in “Green Energy”. The VCS has enabled carbon credits to be traded globally, thereby helping international corporations and others to securely manage their environmental impact. He was a noted bear in the years leading up to the financial crisis of 2008-09. His investments in gold and equity market puts (a form of derivative) enabled him to make substantial profits for his investors during the period of crisis and place him amongst the elite band of investors who can truly claim to have predicted the scale of the coming disaster. His views on the broader financial scene remain intensely influential.
Keynote
Thought Leadership
Economist
Rene Bolhar
Bergos
Growth, Inflation and the Central Bank Policy | Bergos
René Bolhar joined Bergos in 2017 as Deputy Head of Asset Management. He is responsible for setting out the Fixed Income strategy of Bergos and advising on management of large institutional bond portfolios.
Bolhar regularly contributes his expertise and views in the Bergos capital markets publication “Reflexions” and is a recurring guest on the “Bergos Now” podcast where he shares his insights.
In 2010, he started his career at Deutsche Bank AG, Frankfurt where he was responsible for fixed income strategies.
Bolhar received a MSc in Banking and Finance from Johannes Gutenberg University, Mainz, and is a CAIA charter holder.
Keynote
Financial Services
Economist, Private Bank
Gerard Lyons
Britain & Europe post Brexit
Keynote
Thought Leadership
Economist
Corporates
Company backgrounds and useful links.
Polunin Capital Partners
Julian Garel-Jones
Currency Valuations in Emerging in Economies
Polunin Capital Partners is an independent institutional asset manager specialising in emerging market equities. Established in December 2000, the founding investment team have been executing the strategy for over 25 years. With a distinctive and hard to replicate investment methodology, using a proprietary database developed over decades, the team creates diversified portfolios with an uncorrelated performance profile. Constructed from the bottom up, using a distinctive Replacement Cost valuation methodology, the portfolio aims to complement investors’ core emerging market exposure. The Firm’s clients comprise private and public pension funds, endowments, foundations, sovereign wealth funds and banks across the world.
Keynote
Asset Management - Boutique
Emerging Markets, Frontier Markets, Forex
Mitchell Feierstein
Mitchell Feierstein is the principal behind the Glacier Environmental Fund Ltd. He has 40 years of financial markets experience, working over three continents and countless different areas of the financial markets. He has been one of the most noted innovators in the derivatives field, pioneering the LEBA energy index (which remains the gold standard in its area). During his tenure as the Senior Portfolio Manager of the Cheyne Carbon Fund, part of one of the largest hedge-fund groups operating in Europe, he authored the Voluntary Carbon Standard (intended as a model for the federal GHGprogram) which created an entirely new commoditized asset class in “Green Energy”. The VCS has enabled carbon credits to be traded globally, thereby helping international corporations and others to securely manage their environmental impact. He was a noted bear in the years leading up to the financial crisis of 2008-09. His investments in gold and equity market puts (a form of derivative) enabled him to make substantial profits for his investors during the period of crisis and place him amongst the elite band of investors who can truly claim to have predicted the scale of the coming disaster. His views on the broader financial scene remain intensely influential.
Keynote
Thought Leadership
Economist
Bergos
Rene Bolhar
Growth, Inflation and the Central Bank Policy | Bergos
Growth, Inflation and the Central Bank Policy- a transitional year for fixed income as an asset class?
Bergos is an independent, internationally operating Swiss Private Bank. Our team is dedicated to a clear focus: protecting and growing wealth. We serve family entrepreneurs, privateers, shipping clients, and the next generation.
Our name stands for Berenberg and Gossler and with that for our founding fathers, Hans and Paul Berenberg in 1590 and Johann Hinrich Gossler in 1769. Our name honors the many generations who, for more than four centuries, fostered entrepreneurial thinking, good education, and personal integrity. It expresses the ideals of independence, continuity, and openness to the world. We understand, respect and value this responsibility.
Keynote
Financial Services
Economist, Private Bank
Gerard Lyons
Britain & Europe post Brexit
Dr Gerard Lyons is a Senior Fellow at Policy Exchange. He is a leading expert on the world economy, global financial markets, and economic and regulatory policy. Formerly he was Chief Economic Adviser to the Mayor of London, Boris Johnson and he also has 27 years’ experience in The City in senior roles with leading international banks, including Standard Chartered, DKB International, and Swiss Bank, where he had an excellent forecasting record. He is also Chief Economic Strategist at Netwealth Investments, and sits on the advisory boards at both Warwick Business School, and the Grantham Institute at the LSE and Imperial College. He co-founded Economists for Brexit, and his ebook, The UK Referendum: An Easy Guide to Leaving the EU, was released by Amazon. His first book, The Consolations of Economics, was serialised in the Daily Telegraph, and he is a regular press and television commentator. He frequently speaks at major domestic and global economic and financial conferences.
