December 13, 2016
Investing in the southern cone and the rising influence of China by Michael Reynal
Informal Luncheon, Tuesday December 13, 2016 by Michael Reynal, Chief Investment Officer Sophus Capital
Michael Reynal is chief investment officer of Sophus Capital and a portfolio manager of the Victory Sophus Emerging Markets Fund, Victory Sophus Emerging Markets Small Cap Fund and Victory Sophus China Fund. The RS Investments Emerging Markets team was renamed Sophus Capital in July 2016 when RS Investments was acquired by Victory Capital. Sophus Capital is a Victory Capital investment franchise.
Michael began his career in 1990 in London, and has been involved in emerging market equity research and portfolio management since 1991. After a brief spell in investment banking, Michael became active in Latin American equity research and sales in 1991, researching Chilean and Argentine equities when China was essentially a closed market. Over the span of his career Michael has witnessed the explosion of China on the global stage. He began managing equity investments in Latin America and Emerging Europe in 1999 at Wafra Investments in New York. Most recently, he was a portfolio manager for Principal Global Investors, where he led the emerging markets team from 2001 to 2012. While there, Michael managed the diversified emerging markets portfolios and specialized regional Asian equity strategies. He also worked with Principal’s subsidiary in Chile, consulting on their fund lineup, and helped them to develop a quantitative equity process to beat the IPSA and IGPA (local Chilean indices). In addition, Michael also coordinated research efforts across multiple Principal Financial Group subsidiaries in EM, including Chile, Brazil, Mexico, India and China. In late 2012 Michael joined RS Investments with his 10 member team to build up their in house emerging market expertise.
Michael holds a B.A. from Middlebury College, graduating Magna Cum Laude and was a member of the Phi Beta Kappa fraternity. He earned his M.A. – History from Christ's College at the University of Cambridge with an emphasis in the Middle Ages and Modern European history. Michael earned his M.B.A. from the Amos Tuck School at Dartmouth College. Michael speaks four languages and has lived in seven countries.
Time : 12:30 to 2:00 P.M.
Location : Kirkland and Ellis LLC @ 601 Lexington Avenue., New York, NY 10022
Refreshments : Sandwiches, salads and sodas
Price : $35 for Members, $45 for Non-Members
Reservations : NO LATER THAN 5:00 P.M. on Monday December 12
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