Mint Diversified Funds – The Inside Scoop on Diversification - CHRISTCHURCH

Welcome to the Mint ice-cream parlour

Choosing your investment mix can be difficult, as difficult as choosing which ice cream when you are next in line at the dairy. Join Mint’s Diversified team, as we take you through the theory (vanilla always better than chocolate), the process (strawberry sauce after sprinkles) and the outcomes (soft serve, cone with a flake) from investing in a multi-asset diversified way. We will talk through how we think about markets, portfolio construction, active management and our newest fund offering – Mint Diversified Alternatives Fund. We will cover the rationale for adding a new flavour to our line-up, the market environment for alternatives and the benefits of considering this as part of your portfolio toolset.

What's covered:

• Introduction to Multi- Asset Team
• Portfolio construction
• The multi-asset process
• The potential benefits of including alternatives in your portfolio strategy
• Our new fund: Mint Diversified Alternatives Fund
• Q &A

Join Marek Krzeczkowski, Portfolio Manager, and Ryan Falls, Senior Analyst, from the Mint investment team.

Marek has over 16 years’ experience in the investment sector focusing primarily on quantitative analysis, investment research and financial modelling. He arrived in New Zealand in 2016 from Edinburgh where he managed the Investment Research Team at Tcam Asset Management and was responsible for helping to formulate and implement the firm's investment strategy.

Marek holds two MSc degrees, one in Econometrics from University of Gdansk, Poland and the second in Computer Science from Heriot-Watt University, Scotland. He has considerable experience across the investment sector, having worked previously for BlackRock, Aberdeen Standard Investments and Baillie Gifford.

At Mint, Marek is the Portfolio Manager for the Multi-asset class funds. He is also responsible for Strategic and Tactical Asset Allocation.

Ryan has over 8 years’ experience in the financial industry, working for a range of institutions. Ryan began his graduate career in investment advisory working for Willis Towers Watson in London, focusing on insurance and absolute return clients in providing them quantitative and qualitative investment advice. Following on from that he moved to a quantitative role within the boutique investment consulting firm Redington, working on the Asset Liability Management and Investment Strategy team. His main focus in this role was providing analysis, research and financial modelling to a range of institutional investors including defined benefit pension funds, insurers and non-liability constrained investors.

Ryan has a BSc degree from Queen’s University Belfast in Actuarial Science & Risk Management, and is a Fellow of the Institute & Faculty of Actuaries (IFoA) – having specialised in Investment & Finance.

At Mint, Ryan is a Senior Analyst on the investment team, primarily working on the multi-asset funds.