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Rankia Funds Experience Portugal – XV edition
Professionals

Rankia Funds Experience Portugal – XV edition

On May the 28th we held the XV Edition of Rankia Funds Experience Lisbon, gathering more than 60 professional investors and 8 asset managers.
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8 JUN, 2026

By Sofía Vargas from RankiaPro Europe

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On Thursday, May 28th, the XV edition of the Rankia Funds Experience Portugal took place at the Epic Sana Marquês Hotel in Lisbon, marking a landmark moment in the history of our flagship event in the region. Reaching the fifteenth edition is a significant milestone, and this gathering proved to be a worthy celebration of everything this forum stands for.

We welcomed more than 60 professional investors from across Portugal for a day defined by strategic dialogue, market foresight, and high-quality networking — making this milestone edition a true celebration of excellence.

Designed specifically for fund selectors, advisors, private bankers, and family offices, the XV edition provided a dynamic and intimate environment to bridge the gap between global asset managers and local investment professionals, fostering opportunities to uncover resilient strategies in an ever-evolving market landscape.

Throughout the day, attendees engaged directly with representatives from eight prestigious global asset management firms. We were honored to be joined by BNY Mellon Investment Management, DNB Asset Management, Edmond de Rothschild Asset Management, La Française, Lazard Asset Management, MFS Investment Management, Natixis Investment Managers, and Ofi Invest Asset Management.

How the Day Unfolded

The event followed our signature structure, balancing knowledge-sharing with meaningful connection:

  • 'One to Few' Sessions: The core of the experience involved small, focused roundtable discussions. Over a series of 25-minute sessions, fund managers presented their investment philosophies, portfolio compositions, and performance trends. This format allowed professional investors to ask targeted questions and gain a granular understanding of each strategy.
  • Networking Breaks & Lunch: A mid-morning coffee break and a sit-down networking lunch offered a more relaxed setting to exchange perspectives and build connections with peers.
  • RankiaPro Awards: A highlight of the afternoon was the RankiaPro Awards ceremony, recognising outstanding professionals in the Portuguese asset management industry.
  • 'One to One' Meetings: The day closed with private sessions, giving investors dedicated time with the fund houses of their choice to explore specific strategies and deepen relationships.

A Milestone Worth Celebrating

The XV edition of the Rankia Funds Experience Portugal was not just another event — reaching this fifteenth edition is a milestone that reflects the trust, consistency, and growing relevance this forum has built within the Portuguese financial community. Edition after edition, it has served as a cornerstone of the local asset management industry, and this year's gathering was no exception.

We would like to extend our most heartfelt gratitude to all the asset management firms and the community of Portuguese professional investors who made this anniversary edition an extraordinary success. It is your continued participation and engagement that give this forum its unique value.

Looking Ahead: The XVI Edition

We are already looking to the future with great excitement and anticipation. We are pleased to announce that the XVI edition of the Rankia Funds Experience Portugal will take place on November 26th, 2026.

We look forward to continuing this journey with you and to delivering another exceptional edition worthy of our shared commitment to excellence in investment networking.

Want to relive the XV Rankia Funds Experience Portugal?

Discover the specific strategies presented by our partners below.

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Ella Gude

Co-Head of Real Return, Head of Fixed Income

Presented the "BNY Mellon Global Real Return".

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Lorenzo González

Head of Southern Europe

Presented the "DNB European Defence".

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Aymeric Gastaldi

Global Equity Fund Manager

Presented the "EdR SICAV Global Resilience".

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David Montoya

Client Portfolio Manager

Presented "La Francaise Carbon Impact Floating Rates".

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Emilie Brunet-Manardo

Portfolio Manager/Analyst

Presented the "Lazard Sovereignty Europe Fund".

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Jeffrey D.Morrison

Quantitative Institutional Portfolio Manager

Presented the "MFS Meridian® – Blended Research® European Equity".

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Sandrine Klock

Product Specialist

Presented the "Loomis Sayles U.S. Growth Equity".

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Antoine Chopinaud

Portfolio Manager

Presented the "Ofi Invest Alpha Yield".

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Watch the highlights and relive the best moments

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