Business Development Associate, Kristen Paragalli, is joined by Co-Portfolio Managers, John Whelan and Kevin Bertoli in our latest podcast.
In this podcast, Kristen asks John and Kevin about their recent three week research trip to Europe and the insights and opportunities that they discovered. Their discussion includes:
- Key takeaways from the Morgan Stanley financials conference in relation to the banking sector
- Highlights from the Bank of America Global Industrial conference
- The focus and outcome of meeting with Heineken management in Amsterdam
- Meeting with Flutter Entertainment and our view on the company and sector
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