Global Equity Opportunities – Clough Capital Partners – 7.7.21

Overview:
Title: Global Equity Opportunities
Date: Wednesday, July 7, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Global growth exists in targeted sectors around the world. Go anywhere long and short strategies can help to reduce overall portfolio risk while adding valuable exposures. Join us for this unique presentation that will cover:

  • Idea generation for alpha seeking exposures
  • Pandemic-fueled technology and healthcare sector opportunities
  • Global bottom-up growth stories
  • Portfolio construction, risk and asset allocation considerations

Speakers:
Charles Clough, Jr., CFA Charles Clough, Jr., CFA Chairman, Co-Chief Investment Officer, Partner & Portfolio Manager Clough Capital Partners

Chuck Clough has been active in the securities and investment business for over 50 years. Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co., Inc. During this time, he advised many of the world’s top institutions and investors on portfolio strategy and was named to the Institutional Investor All-America Research Team for 12 years+. Prior to his tenure at Merrill Lynch, Chuck was Director of Investment Policy and Chief Strategist at Cowen & Co. Previously, he had been the Director of Research and a Portfolio Manager at the Boston Company, a Portfolio Manager at Colonial Management Associates and a Vice President and Senior Research Analyst for both Donaldson, Lufkin & Jenrette and Alliance Capital Management Company. Chuck has served on the boards and/or investment committees of a number of medical, financial, educational and charitable institutions, including his alma mater, Boston College. Chuck graduated magna cum laude with a major in history and a minor in economics from Boston College and earned an M.B.A. at the University of Chicago. He has been a CFA® charterholder since 1979. Chuck is an ordained permanent deacon in the Roman Catholic Archdiocese of Boston and serves in that capacity at his local parish in Concord, MA.
Michael Hearle Michael Hearle Chief Executive Officer, Co-Chief Investment Officer, Partner & Portfolio Manager Clough Capital Partners

Michael Hearle joined Clough Capital in 2012 and has over 25 years of industry experience in institutional research and investments. He is responsible for the public and venture stage private healthcare investments at the firm across all sub-sectors. Michael has invested in numerous developed and emerging healthcare markets around the world and served as a representative board member for various private investments, and has held several past and present board observer seats, including, among others, Centrexion Therapeutics Corp., ARMO Biosciences, Inc. (later acquired by Eli Lilly & Co.), and Amphivena Therapeutics Inc. Prior to joining Clough Capital, Michael covered the global healthcare sector as a Principal at Pequot Capital Management and later as a Portfolio Manager at Millennium Management and Noble Partners. Michael began his career at Merrill Lynch & Co., where he was promoted to Vice President in the International Institutional Equity Group. He remained in equity research with Leerink Partners, where he ultimately served as a Principal and Co-Director of Equity Research. His team at Leerink Partners ranked first from 2002-2004 in theInstitutional Investor‘Best of the Boutiques’ poll for Specialty Pharmaceutical research++. Michael holds a B.A. from The College of William & Mary. Michael is a former development board member of The Park Street School, and currently serves as a member of The Phillips Academy Andover Alumni Council.
Robert Zdunczyk Robert Zdunczyk Partner, Head of Fixed Income & Portfolio Manager Clough Capital Partners

Rob Zdunczyk joined Clough Capital in 2005 and has over 25 years of industry experience. He currently serves as a Portfolio Manager of Clough Capital’s liquid alternative open-end mutual fund and its three closed-end mutual funds. In addition, Rob is responsible for the analysis and trading of all fixed income securities across the firm’s clients. He also has expertise in mortgage REITs, business development companies (BDCs) and other income-generating equity sectors. Prior to joining Clough Capital, Rob worked at Wellington Management Company as an Assistant Vice President on the Core Bond team. Rob earned a B.A. in Economics from Boston College and an M.S. in Finance from Northeastern University.
Although not generally stated throughout, the views described herein reflect the opinion of Clough Capital Partners L.P. (“CCP”), which opinion is subject to change and none of CCP, its affiliates or any funds or products they manage shall have any obligation to inform you of any such changes.

Nothing contained herein constitutes investment, legal, tax, accounting, financial or other advice nor should be relied upon in making an investment or other decision. Nothing herein should be considered an offer to sell, nor a solicitation of an offer to buy, any security in any fund managed or sponsored by CCP or any of its affiliates, or any other investment product or security. Offers to sell or solicitations to invest in any funds may be made only by means of a prospectus or a confidential offering memorandum, and only in accordance with applicable securities laws. Investing involves risk, including the risk that the entire amount invested may be lost. Investors should consider the investment objective, risks, charges and expenses of any investment product carefully before investing and should consult their own professional advisors prior to making any investment decision.

None of CCP, its affiliates nor any funds or products that they manage or sponsor makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein and nothing contained herein shall be relied upon as a promise or representation as to past or future performance of any fund or product. Past performance is neither a guarantee, nor necessarily indicative, of future results, which may be significantly affected by changes in economic and other conditions.

Any outlooks or estimates contained herein, or any projections of future economic, financial or other conditions, are forward-looking statements and, as such, are subject to change without notice and should not be construed as indicative of any actual events that have occurred or may occur. No representations are made that any such forward-looking statements will prove to be accurate. There is a substantial likelihood that at least some, if not all, of the forward-looking statements included herein may prove to be inaccurate, possibly to a significant degree. Furthermore, there can be no assurance that any portfolio characteristics, holdings or targets referenced herein will be achieved or maintained and any such information is subject to change without further notice.