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Rankia Funds Experience Lisbon – unveiling the XII edition

On November 28th we celebrated the XII Edition of Rankia Funds Experience Lisbon, gathering more than 50 professional investors and 8 asset managers.

5 DEC, 2024

By Jose Luis Palmer from RankiaPro Europe

Last Thursday November the 28th, we held the XII edition of Rankia Funds Experience Lisbon at the EPIC SANA Marquês Hotel. With the aim of fostering networking among asset managers and professionals investors in Portugal, we experienced a very productive day in which we had the opportunity to meet great investment professionals from Portugal.

Our flagship event in Portugal gathered more than 50 professionals from the industry who had the opportunity to hear firsthand the investment strategies from 8 fund management firms. Throughout the day, both managers and professionals exchanged their insights on the country's asset management industry and had the chance to firsthand learn about eight investment ideas through their respective portfolio managers.

The event kicked off with the inaugural presentation given by Alejandro Ortola, Sales Manager at RankiaPro, who welcomed all the participants and introduced the XII edition of the Rankia Funds Experience Lisbon.

After the opening conference, attendees moved on to the 'One to Few' working sessions at roundtable discussions, where they listened to investment ideas presented by various fund managers. These 'One to Few' sessions were highly productive, as in just 25 minutes per table, attendees could learn firsthand from fund managers about their investment philosophy, performance evolution, and the current composition of their funds.

During the morning, a coffee break allowed participants to recharge and exchange opinions and insights, fostering networking among Portuguese professional investors.

On the XII Edition, attendees had the opportunity to explore investment ideas presented by fund managers from the following firms: Carmignac, Cobas Asset Management, DBi - iM Global Partner, Mirabaud Asset Management, Mobius Capital Partners, New Capital, Quaestio Capital Management & Sycomore AM.

After the eight 'One to Few' sessions held, all the participants enjoyed a networking lunch on the rooftop terrace with a wonderful view over the city of Lisbon. During the lunch, they had the chance to enjoy a delicious lunch with unparalleled views while sharing opinions and ideas among the attendees, in a more relaxed atmosphere.

Later on, the event continued with 'One to One' sessions, where selectors had the opportunity for closer interaction with fund managers through more personal and private meetings.