[Long time without writing]
March was a busy day in the Firm.
I was in charge of 2 projects:
The event on March 13th in the Royal Hotel In Luxembourg
Launching: Gateway US. equities and Gateway Euro Equities
Here is a sum'up of the brief that I did:
Format of the event:
The event will take places in the hotel: “Le royal”:
The event starts at 11 o’clock in the morning till 2 o’clock in the afternoon.
11:00 – 11:15: “Welcome” coffee:
Juice, coffee, thee, petit-four, cakes and macaroons
11:15 – 11:45: Philippe Waechter presentation:
From a macroeconomic view of the market volatility to the horizon of the equities market (when to invest)
20 minutes: presentation + 10 minutes: questions
Documents given to the audience: Presentation + review document + Biography P. Waechter
11:45 – 12:45: Gateway Hedge fund equity presentation.
45-60 minutes of presentation by Harry Merriken
Document given to the audience: Presentation + Biography H. Merriken
12:45 – 13:45: a “cocktail” brunch:
Soft beverage and different choice of canapés
The event will take places in the hotel: “Le royal”:
The event starts at 11 o’clock in the morning till 2 o’clock in the afternoon.
11:00 – 11:15: “Welcome” coffee:
Juice, coffee, thee, petit-four, cakes and macaroons
11:15 – 11:45: Philippe Waechter presentation:
From a macroeconomic view of the market volatility to the horizon of the equities market (when to invest)
20 minutes: presentation + 10 minutes: questions
Documents given to the audience: Presentation + review document + Biography P. Waechter
11:45 – 12:45: Gateway Hedge fund equity presentation.
45-60 minutes of presentation by Harry Merriken
Document given to the audience: Presentation + Biography H. Merriken
12:45 – 13:45: a “cocktail” brunch:
Soft beverage and different choice of canapés
Type and number of clients targeted:
We are targeting from 30 to 50 attendies. (We had 42 Attendies)
They will be:
- Interested clients: Equities/Alternatives/Analysts/PM (selected by Laurent and Andrea)
- The local media: Belgium and Luxembourg: current affairs, financial and economical (Finally, regarding to the legal, we did not have the right to contact them directly. So we could not invit them)
They will speak French, English and Italian. So it will be great if we have English Invitation in PDF format. Then the mail will be addressed in French/English/Italian where the English invitation in PDF will be attached.
The invitation will be sent by e-mail.
Agenda (Harry Merriken's presentation, Philippe Waechter's presentation on the current market)
Week 9: Send Invitation + Biographies on P. Waechter / H. Merriken
The option for the Royal Hotel ends on March 2nd. Print support document.
We have to give the number of participants 7 days before the 13th (The dead line is on March 6th)
On March 10th is the dead line of the Philippe Waechter presentation
On March 12th & 13th H. Merriken comes in UE.
We are targeting from 30 to 50 attendies. (We had 42 Attendies)
They will be:
- Interested clients: Equities/Alternatives/Analysts/PM (selected by Laurent and Andrea)
- The local media: Belgium and Luxembourg: current affairs, financial and economical (Finally, regarding to the legal, we did not have the right to contact them directly. So we could not invit them)
They will speak French, English and Italian. So it will be great if we have English Invitation in PDF format. Then the mail will be addressed in French/English/Italian where the English invitation in PDF will be attached.
The invitation will be sent by e-mail.
Agenda (Harry Merriken's presentation, Philippe Waechter's presentation on the current market)
Week 9: Send Invitation + Biographies on P. Waechter / H. Merriken
The option for the Royal Hotel ends on March 2nd. Print support document.
We have to give the number of participants 7 days before the 13th (The dead line is on March 6th)
On March 10th is the dead line of the Philippe Waechter presentation
On March 12th & 13th H. Merriken comes in UE.
Realization of a Factsheet about 8 funds
Work with the Geneve BDU's
We were 2: Me and Lilia from the Genève office.
We had to make factsheets using the 5 p's: A bit different: People, Philosophy, Process, Portfolio, Price/performance, SWOT + Competition.
So we had in charge of 4 funds each. As a teamworker we also work to the other 4!
The factsheet is for the Sales in order to facilitate them to present/provide the fund to the Clients.
It's an hybrid between an explanation and an argumentation: "why invest".
We have made them in Word and Excel format. The aim is each sales can "feed" the product template, by personnal information.
This was the 2 main projects on March.
(There are also the additional work as the reporting, the prospection....)
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