GWM Partners hosted an exclusive luncheon at Hotel Fasano Itaim for clients with international allocations in Aegon Asset Management strategies. The event was organized in partnership with FDS, Aegon’s official representative in Brazil, represented by its partner Roberto Teperman, reinforcing GWM Partner’s commitment to providing clients with privileged access to leading global investment managers.
A highlight of the event was the participation of senior executives from Aegon Asset Management, including Alexander Pelteshki, CFA, one of the firm’s Heads of Portfolio Management, and Mark Johnson, Managing Director at Aegon AM. Executives at this level typically travel to Brazil only to meet with institutional investors, such as pension funds, making this a rare opportunity for GWM Partners’ clients to engage directly with the professionals responsible for managing Aegon’s investment strategies.
During the luncheon, attendees received updates on the global macroeconomic environment, international market outlook, and the positioning of Aegon’s investment strategies. Clients also had the opportunity to participate in an interactive Q&A session with the portfolio management team. Initiatives like this reflect GWM Partners’ commitment to connecting clients with world-class asset managers while delivering an investment experience built on access, transparency, and long-term relationships.