Epoch Investment Partners is a global equity investor with a distinct perspective on the long term drivers of financial returns. Epoch focuses on free cash-flow analysis and capital allocation policies. We strongly believe that how a company generates, and allocates, cash provides a far greater insight into likely share value appreciation than subjective, more traditional valuation techniques such as P/E or P/B. Our global equity income strategy - Shareholder Yield - seeks to invest in companies who return their excess cash-flow to shareholder via cash dividends, stock repurchases and debt reduction.
Epoch is a US based firm, founded in 2004 with £27.9bn under management including £11bn in our shareholder yield strategies.
04 June 2019 09:30
BFI Stephen Street
21 Stephen Street, Fitzrovia, London, W1T 1LN, England, United Kingdom Google Maps
Alternative Sources of Income Investment Focus
How do you generate income this year and in future years? Especially important if your pension fund is cashflow negative. Perhaps one of the most asked questions we’ve heard from pension funds this year.
With interest rates still languishing at historical lows, one of the biggest challenges for pension funds is how to generate income. In this morning educational Investment Focus, we will hear from four leading managers about their approaches on how to generate reliable income streams from an investment portfolio. Over the course of the morning, delegates will breakout into small groups and participate in these interactive presentations.
This unique half day workshop is Accredited by the Pensions Management Institute and is open to pension funds and their advisors.
Scott WeisenbergerScott is a member of Epoch’s client portfolio management team and is also involved in client relationship management. Prior to joining Epoch in 2017, Scott was the Chief Executive Officer of ICAP, where he set business strategy, made key operating decisions, and chaired the firm’s Senior Leadership Committee. Before he joined ICAP, Scott served as a Managing Director for Merrill Lynch and was responsible for advising large institutional asset managers in a broad range of global equity products. Earlier in his career Scott also held positions at Drexel Burnham and Oppenheimer. He earned a BA from the University of Wisconsin-LaCrosse and an MBA from the University of Wisconsin-Madison.
Nikhil is responsible for designing and delivering investment strategies to meet investors’ specific objectives. In particular, he focusses on alternative income solutions. He works closely with colleagues across a wide range of functions including portfolio management, business development, operations and legal.
Experience and qualifications:
Prior to joining Aviva, Nikhil most recently worked for a London-based family office, where he was responsible for direct investments in public and private equity, real estate, and credit investments across the capital structure. Prior to the family office, Nikhil was a senior investment professional at a special situations hedge fund, with a focus on turnaround, distressed, and event-driven opportunities. He began his career at McKinsey & Co and then Deutsche Bank’s Distressed Products Group.
Nikhil holds an A.B. in Economics from Harvard College, an MBA from Wharton School of Business, and an MPhil in Linguistics from Cambridge University.
Barry Fricke is Global Head of Private Credit, Product & Client Solutions at Aberdeen Standard Investments. He represents the private credit capabilities of the firm, developing new and customised investment solutions for clients globally. Prior to joining Aberdeen Standard Investments in April 2017 he was an Executive Director at Goldman Sachs for eight years, based at various stages out of London and New York, advising on and managing private credit and alternative investment portfolios. He started his career at JP Morgan, working on investment strategy and portfolio construction. Barry holds an MA in Philosophy from the University of London, Birkbeck, an MSc in Electrical Engineering from the University of the Witwatersrand (Johannesburg), and a BEng in Electronic Engineering from the University of Pretoria. He is a CFA charterholder and holds the Certificate in Quantitative Finance. Barry is a Fellow of the Royal Society of the Arts.