Programme
8.30 – 9.15
Registration, network breakfast in the partner village
9.15 – 9.30
Welcome by Abigail Levene, Founding Director at Stampa
9.30 – 10.00
State of the Benelux Fund Industry – Johan Lema, President Beama
10.00 – 10.30
Morningstar Awards for Investing Excellence – Jeffrey Schumacher, Director of the EMEA Manager Research team for Morningstar Holland BV – Thomas De Fauw, Manager Research Analyst for Morningstar Holland BV
10.30 – 11.00
Networking break in the partner village
Conference room 1
11.00 – 11.30
For a safer, healthier and cleaner world: Credit Suisse (Lux) Security Equity Fund
Pascal Mercier, Senior Product Specialist l Credit Suisse
11.30 – 12.00
Investing in a rising rate environment – Flexibility is key
Michael Vakalopoulos, Vice President, Account Management l Pimco
12.00 – 12.30
Why Global Value Investing Now?
Andrew Clifton, Portfolio Specialist in the Equity Division l T.RowePrice
12.30 – 13.00
A Multi-Year Comeback for Value Investing
Nicole Vettise, Managing Director and Client Portfolio Manager l Neuberger Berman
Conference room 2
11.00 – 11.30
Using ETFs to implement sustainability objectives in your portfolio
Claus Hecher, Head of Business Development ETF and Index Solutions l BNP Paribas Asset Management
11.30 – 12.00
Carmignac P. Credit unique approach to Credit Markets to navigate the current environment
Pierre Verlé, Head of Credit and Fund Manager l Carmignac
12.00 – 12.30
12.30 – 13.00
Infrastructure in an inflationary environment
Jags Walia, Senior Portfolio Manager Global Listed Infrastructure l Kempen Capital Management N.V.
Conference room 3
11.00 – 11.30
Currency Alpha: A Valuable Addition to Global Portfolios
Mark Astley, Co-Chief Executive Officer l Millennium Global
11.30 – 12.00
UBS European Opportunity Unconstrained: Our best ideas for European Equities
Nicole Lim, Equity / ESG Specialist l UBS
12.00 – 12.30
12.30 – 13.00
Is balance the key to navigating choppy markets?
Mark Fitzgerald, Head of Product Specialists, Product Management l Vanguard
Conference room 4
11.00 – 11.30
11.30 – 12.00
Léa Dunand-Chatellet, Head of the Responsible Investment department l DNCA INVESTMENTS
12.00 – 12.30
13.00 - 14.00
Lunch in the partner village
14.00 – 14.30
In an uncertain investment world, fundamental research acts as a lighthouse
Martyn Hole, Investment Director l Capital Group
14.30 – 15.00
The role of private capital in improving the sustainability of infrastructure companies
Robert Wall, Head of Sustainable Private Infrastructure l Lazard Fund Managers
15.00 – 15.30
Investment opportunities in the expanding world of Cybersecurity
Johannes Jacobi, Senior Product Specialist l Allianz Global Investors
14.00 – 14.30
14.30 – 15.00
Multi-asset climate strategy: smoothing the bumps in the sustainability transition
Dr. Craig Mackenzie, Head of Strategic Asset Allocation Research & Fund Manager of AS SICAV II - Multi-Asset Climate Opportunities Fund (MACO), abrdn l abrdn
15.00 – 15.30
Debate: 2022, taking stock of green growth
Bénédicte Mougeot, Fund Manager, European Equites - SRI l HSBC Asset Management
Debate: 2022, taking stock of green growth
Alvaro Ruiz-Navajas, Senior Fund Manager l Tocqueville Finance
14.00 – 14.30
Adaptive Investing as a Source of Alpha. Case Study: NN L Euro High Dividend
Robert Davis, Senior Portfolio Manager European Equities Team l NNIP
14.30 – 15.00
Momentum Enhanced by AI to identify Star Performers
Julien Bernier, Chief Investment Officer l Chahine Capital
15.00 – 15.30
Floating Rate Notes, the sweet spot in fixed income in a rising rate environment
Gabriel Crabos, Credit Fund Manager & Analyst l La Française
14.00 – 14.30
14.30 – 15.00
Balancing Act: Opportunities and Risks for Investors
Phil Gronniger, CFA Client Portfolio Manager l Janus Henderson Investors
15.30 - 16.00
Networking break in the partner village
16.00 – 16.30
It's not easy being green- the challenge of defining green investments
Elizabeth Gillam, Head of EU Government Relations and Public Policy l Invesco
16.30 – 17.00
Energy Transition – The inevitable megatrend creating exciting investment opportunities
Mobeen Tahir, Director, Macroeconomic Research & Tactical Solutions l Wisdom Tree
16.00 – 16.30
Investing post-Covid: The Importance of 'Megatrend' Investing
Luke Barrs, Head of Fundamental Equity Client Portfolio Management, EMEA & Asia ex Japan l Goldman Sachs Asset Management
16.30 – 17.00
ODDO BHF Polaris Flexible & ODDO BHF Polaris Dynamic - well prepared to navigate challenging markets
Patrick Suck, Multi Asset Portfolio Manager l Oddo BHF Asset Management
16.00 – 16.30
16.30 – 17.00
Tackling the climate challenge through engagement
Cristina Cedillo, Senior Engagement Specialist l Robeco The Investment Engineeers
17.00 – 18.00
Daniel Crosby, Psychologist and behavioral finance expert
18.00 – 19.30
Networking reception in the partner village
19.30
Gala dinner
Programme
8.30 – 9.15
Registration, network breakfast in the partner village
9.15 – 9.30
Welcome by Abigail Levene, Founding Director at Stampa
9.30 – 10.00
State of the Benelux Fund Industry – Johan Lema, President Beama
10.00 – 10.30
Morningstar Awards for Investing Excellence – Jeffrey Schumacher, Director of the EMEA Manager Research team for Morningstar Holland BV – Thomas De Fauw, Manager Research Analyst for Morningstar Holland BV
10.30 – 11.00
Networking break in the partner village
Conference room 1
11.00 – 11.30
For a safer, healthier and cleaner world: Credit Suisse (Lux) Security Equity Fund
Pascal Mercier, Senior Product Specialist l Credit Suisse
11.30 – 12.00
Investing in a rising rate environment – Flexibility is key
Michael Vakalopoulos, Vice President, Account Management l Pimco
12.00 – 12.30
Why Global Value Investing Now?
Andrew Clifton, Portfolio Specialist in the Equity Division l T.RowePrice
12.30 – 13.00
A Multi-Year Comeback for Value Investing
Nicole Vettise, Managing Director and Client Portfolio Manager l Neuberger Berman
Conference room 2
11.00 – 11.30
Using ETFs to implement sustainability objectives in your portfolio
Claus Hecher, Head of Business Development ETF and Index Solutions l BNP Paribas Asset Management
11.30 – 12.00
Carmignac P. Credit unique approach to Credit Markets to navigate the current environment
Pierre Verlé, Head of Credit and Fund Manager l Carmignac
12.00 – 12.30
12.30 – 13.00
Infrastructure in an inflationary environment
Jags Walia, Senior Portfolio Manager Global Listed Infrastructure l Kempen Capital Management N.V.
Conference room 3
11.00 – 11.30
Currency Alpha: A Valuable Addition to Global Portfolios
Mark Astley, Co-Chief Executive Officer l Millennium Global
11.30 – 12.00
UBS European Opportunity Unconstrained: Our best ideas for European Equities
Nicole Lim, Equity / ESG Specialist l UBS
12.00 – 12.30
12.30 – 13.00
Is balance the key to navigating choppy markets?
Mark Fitzgerald, Head of Product Specialists, Product Management l Vanguard
Conference room 4
11.00 – 11.30
11.30 – 12.00
Léa Dunand-Chatellet, Head of the Responsible Investment department l DNCA INVESTMENTS
12.00 – 12.30
13.00 - 14.00
Lunch in the partner village
Conference room 1
14.00 – 14.30
In an uncertain investment world, fundamental research acts as a lighthouse
Martyn Hole, Investment Director l Capital Group
14.30 – 15.00
The role of private capital in improving the sustainability of infrastructure companies
Robert Wall, Head of Sustainable Private Infrastructure l Lazard Fund Managers
15.00 – 15.30
Investment opportunities in the expanding world of Cybersecurity
Johannes Jacobi, Senior Product Specialist l Allianz Global Investors
Conference room 2
14.00 – 14.30
14.30 – 15.00
Multi-asset climate strategy: smoothing the bumps in the sustainability transition
Dr. Craig Mackenzie, Head of Strategic Asset Allocation Research & Fund Manager of AS SICAV II - Multi-Asset Climate Opportunities Fund (MACO), abrdn l abrdn
15.00 – 15.30
Debate: 2022, taking stock of green growth
Bénédicte Mougeot, Fund Manager, European Equites - SRI l HSBC Asset Management
Debate: 2022, taking stock of green growth
Alvaro Ruiz-Navajas, Senior Fund Manager l Tocqueville Finance
Conference room 3
14.00 – 14.30
Adaptive Investing as a Source of Alpha. Case Study: NN L Euro High Dividend
Robert Davis, Senior Portfolio Manager European Equities Team l NNIP
14.30 – 15.00
Momentum Enhanced by AI to identify Star Performers
Julien Bernier, Chief Investment Officer l Chahine Capital
15.00 – 15.30
Floating Rate Notes, the sweet spot in fixed income in a rising rate environment
Gabriel Crabos, Credit Fund Manager & Analyst l La Française
Conference room 4
14.00 – 14.30
14.30 – 15.00
Balancing Act: Opportunities and Risks for Investors
Phil Gronniger, CFA Client Portfolio Manager l Janus Henderson Investors
15.30 - 16.00
Networking break in the partner village
Conference room 1
16.00 – 16.30
It's not easy being green- the challenge of defining green investments
Elizabeth Gillam, Head of EU Government Relations and Public Policy l Invesco
16.30 – 17.00
Energy Transition – The inevitable megatrend creating exciting investment opportunities
Mobeen Tahir, Director, Macroeconomic Research & Tactical Solutions l Wisdom Tree
Conference room 2
16.00 – 16.30
Investing post-Covid: The Importance of 'Megatrend' Investing
Luke Barrs, Head of Fundamental Equity Client Portfolio Management, EMEA & Asia ex Japan l Goldman Sachs Asset Management
16.30 – 17.00
ODDO BHF Polaris Flexible & ODDO BHF Polaris Dynamic - well prepared to navigate challenging markets
Patrick Suck, Multi Asset Portfolio Manager l Oddo BHF Asset Management
Conference room 3
16.00 – 16.30
16.30 – 17.00
Tackling the climate challenge through engagement
Cristina Cedillo, Senior Engagement Specialist l Robeco The Investment Engineeers
Conference room 4
17.00 – 18.00
Daniel Crosby, Psychologist and behavioral finance expert
18.00 – 19.30
Networking reception in the partner village
19.30
Gala dinner
