Go Beyond Borders & Benchmarks to Capture Growth – Natixis – 9.23.19

Summary:

Now On Demand.

Even amid the past 10-year dominance of US equity markets, most of the top 50 performing companies in the world were located outside the US. That’s why careful, highly skilled selection of international equities may be a smart way to diversify portfolios for greater growth and less volatility potential. WCM Investment Management provides innovative growth equity solutions that go beyond borders and benchmarks to find compelling opportunities. Focusing on companies with growing competitive advantages combined with superior corporate culture has enabled WCM to seek long-term excess returns and mitigate downside risk.

Please join Jon Tringale, Client Portfolio Manager, WCM Investment Management and Joseph Ferrara, Senior Investment Strategist, Natixis Investment Managers for an informative talk on international investing.

Key Points of Discussion:

• Why do US investors have home country bias?
• How international investing can provide diversification and access to growth.
• Upside & downside capture of international equities.

Speakers:

Jon joined WCM in 2015; as a non-voting participant in the ISG for our global, fundamental growth strategies, Jon is responsible for communicating the firm’s investment thinking while servicing client relationships with investment consultants, endowments, foundations, family offices, and other institutions. Since he began his investment career in 2008, Jon’s experience includes a position as Vice President at Gerson Lehrman Group and, earlier, on the trading floor with Wedbush Securities. Jon earned his B.S. in Finance from San Jose State University (California), where he graduated cum laude.

Joseph Ferrara is the Investment Strategist for growth equity, bank loan, and non-traditional bond strategies at Natixis Investment Managers. He primarily works with the investment teams at our affiliates WCM Investment Management and, Loomis, Sayles & Company to support client service and business development efforts in the US. He is responsible for assessing capital market trends and working with clients and prospects to explain the investment process and positioning of the strategies and the role they can play in portfolio construction.

Joining the firm in 2017, his prior experience includes institutional investment consulting, relationship management, and research roles at Meketa Investment Group and Wellington Management Company. Previously, Mr. Ferrara worked on the floor of the New York Stock Exchange as a sell-side trader. He holds Master and Bachelor of Science degrees in finance from Bentley College and has over 10 years of industry experience. Mr. Ferrara holds a Series 7 license with FINRA.