Wednesday, March 4th 2020,
Hotel Sheraton Brussels Airport 

Programme

08.00 – 09.00

Registration, network breakfast in the partner village

 

09.00 - 09.30

"Report on the Belgian Asset Management and Fund Industry."

Marnix Arickx, President, Beama

09.30 - 10.00

"To Dare More Boldly: The Audacious Story of Political Risk"

John Hulsman, Leading expert on the political economy, senior columnist at City AM and one of the world's leading war game facilitators, Leading expert on political economy

10.00 - 10.30

Panel Debate: “The Asset manager of the future”

Frederic Degembe, Head Fund of funds management, ING Investment Office

Vincent Hamelink, Chief Investment Officer, Candriam

Malcolm Smith, Managing Director, Portfolio Manager and Head of the International Equity Group, J.P. Morgan Asset Management

 

10.30 – 11.00

Networking break in the partner village

 

11.00 - 11.30

CANCELLED "CPR Invest – Education : the good equation to combine return potential with responsibility."

Guillaume Uettwiller, Thematic Equity Portfolio Manager, Amundi Asset Management

"The coming Energy Transition: making an impact and benefiting from a greener future."

Matthew Michael, Product Director Emerging Market Debt and Commodities, Schroders

"Experience with ESG in Emerging Markets Debt."

Rob Drijkoningen, Global Co-Head Emerging Markets Debt, Neuberger Berman

"Waste Side Story: The other side of consumption."

Yannick Nelissen Grade, Sales Director Belgium, Fidelity International

11.30 - 12.00

"Capitalize on credit markets’ segmentation."

Alexandre Deneuville, Co-Fund Manager of Carmignac Portfolio Unconstrained Credit, Carmignac

"Sustainable Cashflows – a plea for Listed Infrastructure Investments."

Denise Kissner, Senior Investment Specialist Active Equity & Liquid Real Assets, CIIA, CESGA, DWS

"Framing the future of ESG and impact investing."

Simon Bond, Director - Responsible Investment Portfolio Management, Columbia Threadneedle Investments

CANCELLED "Driving the digital transformation of education: Credit Suisse (Lux) Edutainment Equity Fund."

Pascal Mercier, Senior Product Specialist, Credit Suisse Asset Management

12.00 - 12.30

"In a VUCA world, go SAMBA."

Kristel Cools, Group Head of Asset Management, Rivertree Investment Funds

"The millennial generation and their impact on global brands, trends in the market and investment implications."

Christophe Braun, Investment Director, Capital Group

"Dot.com 2.0 – How big is the risk of a bubble?"

Adrian Daniel, Portfolio Manager, Mainfirst

"No Short-Lived Trend: Climate Protection and Capital Growth."

Rick Stathers, Senior ESG analyst, Climate Specialist, Aviva Investors

Ignace De Coene, Head of Equity Competence Centre, Rivertree Investment Funds

Thomas Page-Lecuyer, Senior Investment Specialist, Aviva Investors

12.30 - 13.00

"Defensive European Equity Income Fund: smoother returns through choppy markets."

Dale MacLennan, Head of Equity Investment Specialists, Aberdeen Standard Investments

"Investing in a changing world; a conversation between a Listed Real-Estate manager and a Small-cap manager."

Jorrit Arissen, Co-Head of real Asset strategies, Kempen

"Investing in innovative and disruptive companies in a sustainable way."

Quirien Lemey, Fund Manager, Degroof Petercam Asset Management

"How to find a good level of income in a low yield, low return world: Multi-Asset Income investing for the next ten years."

Talib Sheikh, Head of Strategy, Multi-Asset, Jupiter Asset Management

Jan-Willem Berghuis, Head of Small-cap strategies, Kempen

 

13.00 – 14.00

Lunch in the partner village

 

14.00 - 14.30

"Sustainable Investing: Managing disruption in the investment landscape."

Philip Shucksmith, Portfolio Manager in the Real Return team at Newton, an Investment Firm of BNY Mellon Investment Management, BNY Mellon Investment Management

"Flexibility reinvented: the real estate alternative."

Nabil Barre, Senior Equity Investment Specialist, AXA Investment Managers

"Impact Investing: an attractive multi thematic strategy."

Veronique Chapplow, ESG & Impact Investment Director, M&G International Investments

"Zero interest rate and end of economic cycle: what alternative for the final investor?"

Julien-Pierre Nouen, Head of Economic Research & Multi-Assets Investment, Lazard Frères Gestion

14.30 - 15.00

"Impact investing: a new look at equities."

Léa Dunand-Chatellet, Head of the Responsible Investment department, DNCA Investments

"Investing in Science and Technology."

Julian Cook, Portfolio Specialist Equity Division, T. Rowe Price

"Thematic investing: the future starts here."

Gaspard Verduron, Product Development and Engineering - Equity Expert, Lyxor

"Active ETF’s: Revealing the untapped potential."

Jill Rootsaert, Head of ETF distribution – Benelux, J.P. Morgan Asset Management

15.00 - 15.30

"European Mid Caps : how to consistently outperform the market?"

Stephanie Bobtcheff, Fund Manager, Financière de l'Echiquier

"Invest in the world ahead with Allianz Thematica."

Andreas Fruschki, CFA, Portfolio Manager, Director of Equity Research, Allianz Global Investors

"Green Bonds: from niche to mainstream."

Bram Bos, Lead Portfolio Manager Green Bonds, NN Investment Partners

"Capturing fixed income returns: Opportunity versus liquidity."

Mark Fitzgerald, Head of Product Specialists, Product Management, Europe, Vanguard

 

15.30 – 16.00

Networking break in the partner village

 

16.00 - 16.30

“Structured Credit - A Source for Real Alpha and Uncorrelated Returns in a Late-Cycle Credit Market.”

Jonas Frantz, MD, Ellington Management Group, in partnership with, Franklin Templeton Investments

"Business-Like Investing : an entrepreneurial approach focusing on quality companies."

Joël Reuland, Investment Fund Manager, Banque de Luxembourg Investments

"GS Global Environmental Impact Equity Portfolio – Driving Environmental Change."

Richard Wiseman, Executive Director, Fundamental Equity Client Portfolio Management, Goldman Sachs

Panel discussion: "The barbell approach: combining Alternatives and ETF. Building portfolios for the new world."

Marina Evtimova, Vice President, EMEA Portfolio Analysis & Solutions team (BPAS), Blackrock

Ted Logan, CAIA, Director, BlackRock Alternative Specialists group, Blackrock

Charles Symons, Director, Head of iShares BeLux, iShares

16.30 - 17.00

CANCELLED "Energy Transition – the $29trn investment opportunity."

Ulrik Fugmann, Co-Lead Lead Portfolio Manager, Sustainability Thematics, BNP Paribas Asset Management

"Improving portfolio outcomes through active currency strategies."

Jonathan Davies, Senior Portfolio Manager, Head of Currency Strategy Managing Director, UBS

"Why Thematics Investing?"

Mohammed Amor, CEO of Thematics Asset Management, Natixis Investment Managers

"Big Data, China & Coronavirus : what you need to know !"

Xiadong Bao, Fund manager, Edmond de Rothschild Asset Management

17.00 - 17.30

CANCELLED "Listed real estate: structural trends, sustainable returns."

Folmer Pietersma, Fund Manager, Robeco

"Pan European Property Equities – Actively positioning for the future of real estate."

Nicolas Scherf, Portfolio Manager on the Property Equities Team, Janus Henderson Investors

"European Equity : Transitioning to a greener world."

Bénédicte Mougeot, SRI Portfolio Manager, Thematic Fund, HSBC Global Asset Management

"ODDO BHF Artificial Intelligence – Investing in AI with AI."

Brice Prunas, Portfolio Manager AI, ODDO BHF Asset Management

 

17.30 – 18.15

Networking break in the partner village

 

18.15 - 18.50

Book presentation "Financial Market Transparency": the biological underpinnings of finance.
Paolo Sironi
, Bestselling Author. IBM Fintech Advisor. Finance and Economics., IBM & Author

 

18.50 – 19.30

Morningstar Fund Awards 2020 Ceremony

19.30 – 21.00

Trends Investment Summit 2020 Gala Dinner
by Lionel Rigolet, chef of 2-Michelin-star restaurant ‘Comme Chez Soi’

 

21.00 – 23.00

Walking networking dessert & open bar in the partner village

speakers corner & informal debates

11.30 – 12.00

Keynote Talk with

Paolo Sironi, Bestselling Author. IBM Fintech Advisor.,

12.15 – 12.45

Fintech Talk with Capco - Jeroen Dossche, Dynafin - Jo Cuyvers, FinTech Belgium - Patricia Boydens. Moderator: Koen Vanderhoydonk – Blanco

14.45 – 15.15

Keynote Talk with

John Hulsman, Leading expert on the political economy.,

15.15 – 15.45

ETF Talk with iShares & Lyxor

15.15 – 15.45

ETF Talk with iShares & Lyxor

15.15 – 15.45

ETF Talk with iShares & Lyxor

15.45 – 16.15

ETF Talk with J.P. Morgan & Vanguard

15.45 – 16.15

ETF Talk with J.P. Morgan & Vanguard

15.45 – 16.15

ETF Talk with J.P. Morgan & Vanguard

16.30 – 17.00

Fintech Talk with Investsuite - Francis Van Acker, Amindis - Philippe Vandooren, Wellguard - tbc. Moderator: Koen Vanderhoydonk – Blanco

Private Banking & Wealth Management

12.15 – 13.35

Peter Van der Smissen, Private Banking Association Belgium

State of the Private Banking industry.

John Hulsman, Leading expert on the political economy

Q&A with the keynote

Paolo Sironi, Bestselling Author. IBM Fintech Advisor.

Q&A with the author

Malcolm Smith, J.P. Morgan Asset Management

"Market Review and Outlook Global Equities"

14.00 – 14.30

Wim Vandenhoeck, Invesco Asset Management

Closed Door Session (by invitation only): “The current state of Emerging Markets and how to manage the risk”

16.30 – 17.00

Gabriel Doz, PGIM Investments

Closed Door Session (by invitation of PGIM only).

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