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Lunch event in Zurich
Through artificial intelligence the worlds of healthcare, biotechnology, and technology are converging increasingly, presenting investors with one of the most compelling structural growth opportunities of the next decades. As a result, healthcare and technology are experiencing unprecedented innovation cycles. From revolutionary therapies and medical breakthroughs to AI infrastructure and next-generation computing, transformational change supercharged by structural demographical trends is creating exciting opportunities for long-term investors.
Janus Henderson's leading portfolio managers, Dan Lyons and Richard Clode, will discuss how they are identifying the companies driving these changes and where they see the most compelling investment opportunities today.
The event will conclude with an inspiring discussion led by Sarah de Lagarde, whose personal experience with AI-powered prosthetics perfectly illustrates how technological innovation is transforming lives while creating investment opportunities. Together with our portfolio managers, she will explore how innovation at the intersection of technology and healthcare may shape the future of society, markets and investment portfolios.
Agenda
Marc Theis, Head of Client Group Switzerland and Patrick Medley, Investment Specialist Equities
Richard Clode, Lead Portfolio Manager, Technology Equities
Dan Lyons, Lead Portfolio Manager, Healthcare & Biotech Equities
Sarah de Lagarde, Brighter Future Strategist
Hosted by Sarah de Lagarde
Panelists: Richard Clode and Dan Lyons
Wednesday, 28 October 2026
11:45 - 14:00
Widder Hotel, Rennweg 7, 8001 Zürich
Speakers
Daniel Lyons, PH.D., CFA
Portfolio Manager | Research Analyst
Biography
Daniel Lyons is a Portfolio Manager on the Health Care and Biotech Teams at Janus Henderson Investors, a role he has held since 2018. He is also a Research Analyst on the Healthcare team since 2000 and focuses on biotechnology and life science tools sectors. Daniel started consulting for Janus in 1997 and joined the research team full time in 2000.
Daniel received his Bachelor of Arts degree in biochemistry and chemistry from Rice University, graduating magna cum laude. He also earned a PhD from Stanford University’s programme in immunology and conducted postdoctoral research with a Nobel Laureate at the University of Colorado. He holds the Chartered Financial Analyst designation and has 26 years of financial industry experience.
Richard Clode, CFA
Portfolio Manager
Biography
Richard Clode is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager.
Richard received a first-class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.
Marc Theis
Executive Director and Head of Client Group Switzerland
Biography
Marc Theis is Executive Director, Client Group Switzerland at Janus Henderson Investors. Prior to assuming his current role in 2023, he was a sales director for Germany & Austria responsible for developing the intermediary business in those regions from 2018. Before joining the firm, Marc was a sales director at Bantleon Bank from 2017. Before that, he spent four years with MainFirst Bank, most recently as sales manager for southern Germany and Austria intermediary business from 2015.
Marc received a Bachelor of Science degree in international business administration from Frankfurt School of Finance & Management and a Master of Science degree in international economics and finance from the University of Queensland. He has 14 years of financial industry experience.
Patrick Medley
Director, Investment Specialist UK Client Group
Biography
Patrick Medley is a Director, Investment Specialist UK Client Group at Janus Henderson Investors, a position he has held since 2025. In this role, he is responsible for articulating Janus Henderson’s view on equity and fixed income markets, the macroeconomic environment, and how the firm’s suite of equity and fixed income products are positioned within the investment marketplace. Prior to joining the firm, Patrick was head of client group at Ownership Capital from 2022. Before that, he spent 14 years raising assets for hedge fund businesses including Sothic Capital Management LLP and Brummer & Partners. Earlier he held sell-side roles at Morgan Stanley, Goldman Sachs, and Bear Stearns.
Patrick received a Bachelor of Science degree in modern languages and marketing from Salford University and an MBA from INSEAD. He has 29 years of financial industry experience.
Sarah de Lagarde
Brighter Future Strategist
Biography
Sarah de Lagarde is the Brighter Future Strategist on the Responsibility Team at Janus Henderson Investors, a position she has held since 2025. In this role, she is responsible for building awareness for Janus Henderson services and products, including engaging with clients, collecting feedback, and developing new ways to enhance brand awareness and sales for the firm. Sarah represents Janus Henderson at industry and economic forums, participates in speaker events, and client meetings, to promote the firm’s offering. Prior to her current role, Sarah was global head of corporate affairs from 2023 and global head of communications from 2019. Additionally, Sarah is an author and guest lecturer at the London School of Economics and a mental health advocate. Previously, she held various roles within asset management companies such as JP Morgan, BMO, BNY Mellon and most recently Schroders. She is multi-lingual and multi-cultural and has made transformative global communications not just a mindset but a vocation.
Sarah has a master’s in international business from ESCP Business School, and a postgraduate degree in digital marketing communication from Cornell University. She has completed an executive leadership programme held by the University of California – Berkeley on Climate Change & Biodiversity and has 25 years of financial industry experience.
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