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

Fed Taper, Energy Crisis, and China Risks , Bilal Hafeez CEO and Head of Research at Macro Hive

10.00 - 10.30

Post-pandemic Environment Through the Lens of Morningstar's Economic Moat-oriented Approach , Alex Morozov Director of Equity Research EMEA at Morningstar

10.30 - 11.00

Networking break in the partner village

Conference room 1

11.00 - 11.30

The rise of cryptocurrencies as a new asset class

Florian Ginez, Associate Director, Quantitative Research | Wisdom Tree

11.30 - 12.00

ETFs for Climate Action: How to align your portfolio with your Net Zero Goals

François Millet, Head of ETF Strategy, ESG & Innovation | Lyxor ETF

12.00 - 12.30

Green, Greener, Greenest … how to invest in a low carbon economy with confidence, a fixed income perspective!

Ronald Van Steenweghen, Fixed Income Fund Manager | DPAM

12.30 - 13.00

What you need to know about the UN Decade on Ecosystem Restoration

Ramon Esteruelas, Senior Investment Specialist Global & Thematic Equities | BNP Paribas Asset Management

Conference room 2

11.00 - 11.30

Thematic investing: The Evolution of China and the Global economies

Wehner Holger, Head of Product Specialists Equity Europe, Allianz Global Investors | Allianz Global Investors

11.30 - 12.00

Covid-19: The Trend Accelerator

Jan-Christoph Herbst, Portfolio Manager | Mainfirst

12.00 - 12.30

Amundi Funds Global Ecology ESG

Chris Morgan, Investment Specialst - European Equities | Amundi

12.30 - 13.00

Water, the most « anchored » of the structural growth themes?

Arnaud Bisschop, Senior Portfolio Manager Thematics Asset Management | Natixis Investment Managers

Conference room 3

11.00 - 11.30

From ambition to action in the race to net zero

Aela Cozic, Sustainable Investing Analyst & Assistant Portfolio Manager | Fidelity International

11.30 - 12.00

Emerging Debt as a driver of perfomance

Joseph Mouawad, Fund Manager | Carmignac

12.00 - 12.30

DNCA Invest Global New World - Investing today in tomorrow's world

Cédric POINTIER, Portfolio Manager of DNCA Invest Global New World | DNCA

12.30 - 13.00

What does ESG Mean for a Bond Portfolio?

Gabriel Doz, Portfolio Specialist, PGIM Fixed Income | PGIM Investments

Conference room 4

11.00 - 11.30

China: Finding tomorrow’s winners today

Robert Secker, Portfolio Specialist in the Equity Division | T. Rowe Price

11.30 - 12.00

Find a way or make one - Decarbonisation for life

Jags Walia, Senior Portfolio Manager Global Listed Infrastructure | Kempen Capital Management N.V.

12.00 - 12.30

Active ESG in passive equity investments

Guido Veul, ESG Manager Sustainable & Impact Equity | NNIP

12.30 - 13.00

Convertible bonds in an absolute return context

Rico Pedrett, Investment Director, Multi-Asset & Macro | AVIVA Investors

13.00 - 14.00

Lunch in the partner village

14.00 - 14.30

Emerging Market Local Debt: Growth delayed, but not denied

Wim Vandenhoeck, Senior Portfolio Manager Emerging Market Local Debt | Invesco

14.30 - 15.00

Pure-play investing in the digital transformation of education

Pascal MERCIER, Senior Product Specialist | Credit Suisse

15.00 - 15.30

The global economy is reshaping to meet the climate threat – is your portfolio ready?

Olivier Pauwels, Director, Multi-Asset Solutions & Strategies BeLux | BlackRock

Gisele Duenas-Leiva, Director, iShares & Wealth BeLux | BlackRock

14.00 - 14.30

How to extract positive return in the European bond markets?

Ismaël Lecanu, Head of Europe IG & HY Credit | AXA IM

14.30 - 15.00

Greener and cleaner: How to reduce climate risks and carbon exposures in SRI ETFs

Marcel Danen, Executive Director | UBS

15.00 - 15.30

Combining investment returns and positive outcomes in emerging markets

Nicole Vettise, Senior Vice President & Institutional Portfolio Manager, Franklin Templeton Emerging Markets Equity | Franklin Templeton

14.00 - 14.30

How to invest with impact in a multi-asset world?

Maria Municchi, Fund manager of the M&G (Lux) Sustainable Allocation Fund | M&G Investments

14.30 - 15.00

The rise of private markets: time to look for portfolio diversification in a daily liquid format

Andrew Lister, Senior Investment Manager | Abrdn

15.00 - 15.30

Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners”

Hendrik-Jan Boer, Managing Director and Lead Portfolio Manager, Global Sustainable Equity Team | Neuberger Berman

14.00 - 14.30

How to continue generating an attractive performance in the fixed income market?

Eléonore Bunel, Managing Director, Head of Fixed Income at Lazard Frères Gestion | Lazard

14.30 - 15.00

Dedicated ocean engagement - Benefits of diving into the blue economy

Paul Buchwitz, Senior Portfolio Manager Equity | DWS

15.00 - 15.30

How do long-term structural trends impact a multi-asset portfolio?

Patrick Suck, CFA, Portfolio Manager | ODDO BHF AM

Dominic Nys, Head of Benelux Sales | Oddo

15.30 - 16.00

Networking break in the partner village

16.00 - 16.30

Bringing Active to ETFs

Jill Rootsaert, Head of ETF distribution Benelux | ETFs by J.P. Morgan Asset Management

16.30 - 17.00

Focus on Asia

Emily Whiting, Investment Specialist, Emerging Markets Asia Pacific | J.P. Morgan Asset Management

17.00 - 17.30

Sustainable healthcare, how to generate healthy returns? | Healthcare: a sector to watch

Dr. Nathalie Flury, Co-Head of Sustainable Healthcare Equity | HSBC AM

Christine Lebreton, Fund Manager | Tocqueville Finance

16.00 - 16.30

Sustainable Future Technologies The science of solving problems – where sustainability meets technology

Richard Clode, Portfolio Manager | Janus Henderson

16.30 - 17.00

Climate change - creating returns that benefit the world we live in

Lucian Peppelenbos, Climate Strategist | Robeco

17.00 - 17.30

North American equities: how can ESG considerations impact long term performance?

Joakim Ahlberg, Lead Portfolio Manager | Nordea

16.00 - 16.30

Key themes driving sustainable investing

Claire Hedley, ESG and Impact Investing Strategist, Goldman Sachs Asset Management | Goldman Sachs Asset Management

16.30 - 17.00

Investing in a sustainable food and water system and why it should matter to investors

Yashica Reddy, Investment Director | Schroders

17.00 - 17.30

How Vanguard thinks about the future of intermediated retail investing

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

16.00 - 16.30

Quality and real diversification: two important pillars in the infinite game of investing

Stephan Fritz, Portfolio Director Multi Asset | Flossbach von Storch

16.30 - 17.00

Gold and silver are not just for pandemics

Chris Mahoney, Fund Manager | Jupiter Asset Management

17.00 - 17.30

17.30 - 18.15

Report on the Belgian Asset Management and Fund Industry , Marc Van de Gucht Director General BEAMA at Beama

18.15 - 19.45

Networking reception in the partner village

19.45 - 22.00

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

Fed Taper, Energy Crisis, and China Risks , Bilal Hafeez CEO and Head of Research at Macro Hive

10.00 - 10.30

Post-pandemic Environment Through the Lens of Morningstar's Economic Moat-oriented Approach , Alex Morozov Director of Equity Research EMEA at Morningstar

10.30 - 11.00

Networking break in the partner village

Conference room 1

11.00 - 11.30

The rise of cryptocurrencies as a new asset class

Florian Ginez, Associate Director, Quantitative Research | Wisdom Tree

11.30 - 12.00

ETFs for Climate Action: How to align your portfolio with your Net Zero Goals

François Millet, Head of ETF Strategy, ESG & Innovation | Lyxor ETF

12.00 - 12.30

Green, Greener, Greenest … how to invest in a low carbon economy with confidence, a fixed income perspective!

Ronald Van Steenweghen, Fixed Income Fund Manager | DPAM

12.30 - 13.00

What you need to know about the UN Decade on Ecosystem Restoration

Ramon Esteruelas, Senior Investment Specialist Global & Thematic Equities | BNP Paribas Asset Management

Conference room 2

11.00 - 11.30

Thematic investing: The Evolution of China and the Global economies

Wehner Holger, Head of Product Specialists Equity Europe, Allianz Global Investors | Allianz Global Investors

11.30 - 12.00

Covid-19: The Trend Accelerator

Jan-Christoph Herbst, Portfolio Manager | Mainfirst

12.00 - 12.30

Amundi Funds Global Ecology ESG

Chris Morgan, Investment Specialst - European Equities | Amundi

12.30 - 13.00

Water, the most « anchored » of the structural growth themes?

Arnaud Bisschop, Senior Portfolio Manager Thematics Asset Management | Natixis Investment Managers

Conference room 3

11.00 - 11.30

From ambition to action in the race to net zero

Aela Cozic, Sustainable Investing Analyst & Assistant Portfolio Manager | Fidelity International

11.30 - 12.00

Emerging Debt as a driver of perfomance

Joseph Mouawad, Fund Manager | Carmignac

12.00 - 12.30

DNCA Invest Global New World - Investing today in tomorrow's world

Cédric POINTIER, Portfolio Manager of DNCA Invest Global New World | DNCA

12.30 - 13.00

What does ESG Mean for a Bond Portfolio?

Gabriel Doz, Portfolio Specialist, PGIM Fixed Income | PGIM Investments

Conference room 4

11.00 - 11.30

China: Finding tomorrow’s winners today

Robert Secker, Portfolio Specialist in the Equity Division | T. Rowe Price

11.30 - 12.00

Find a way or make one - Decarbonisation for life

Jags Walia, Senior Portfolio Manager Global Listed Infrastructure | Kempen Capital Management N.V.

12.00 - 12.30

Active ESG in passive equity investments

Guido Veul, ESG Manager Sustainable & Impact Equity | NNIP

12.30 - 13.00

Convertible bonds in an absolute return context

Rico Pedrett, Investment Director, Multi-Asset & Macro | AVIVA Investors

13.00 - 14.00

Lunch in the partner village

Conference room 1

14.00 - 14.30

Emerging Market Local Debt: Growth delayed, but not denied

Wim Vandenhoeck, Senior Portfolio Manager Emerging Market Local Debt | Invesco

14.30 - 15.00

Pure-play investing in the digital transformation of education

Pascal MERCIER, Senior Product Specialist | Credit Suisse

15.00 - 15.30

The global economy is reshaping to meet the climate threat – is your portfolio ready?

Olivier Pauwels, Director, Multi-Asset Solutions & Strategies BeLux | BlackRock

Gisele Duenas-Leiva, Director, iShares & Wealth BeLux | BlackRock

Conference room 2

14.00 - 14.30

How to extract positive return in the European bond markets?

Ismaël Lecanu, Head of Europe IG & HY Credit | AXA IM

14.30 - 15.00

Greener and cleaner: How to reduce climate risks and carbon exposures in SRI ETFs

Marcel Danen, Executive Director | UBS

15.00 - 15.30

Combining investment returns and positive outcomes in emerging markets

Nicole Vettise, Senior Vice President & Institutional Portfolio Manager, Franklin Templeton Emerging Markets Equity | Franklin Templeton

Conference room 3

14.00 - 14.30

How to invest with impact in a multi-asset world?

Maria Municchi, Fund manager of the M&G (Lux) Sustainable Allocation Fund | M&G Investments

14.30 - 15.00

The rise of private markets: time to look for portfolio diversification in a daily liquid format

Andrew Lister, Senior Investment Manager | Abrdn

15.00 - 15.30

Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners”

Hendrik-Jan Boer, Managing Director and Lead Portfolio Manager, Global Sustainable Equity Team | Neuberger Berman

Conference room 4

14.00 - 14.30

How to continue generating an attractive performance in the fixed income market?

Eléonore Bunel, Managing Director, Head of Fixed Income at Lazard Frères Gestion | Lazard

14.30 - 15.00

Dedicated ocean engagement - Benefits of diving into the blue economy

Paul Buchwitz, Senior Portfolio Manager Equity | DWS

15.00 - 15.30

How do long-term structural trends impact a multi-asset portfolio?

Patrick Suck, CFA, Portfolio Manager | ODDO BHF AM

Dominic Nys, Head of Benelux Sales | Oddo

15.30 - 16.00

Networking break in the partner village

Conference room 1

16.00 - 16.30

Bringing Active to ETFs

Jill Rootsaert, Head of ETF distribution Benelux | ETFs by J.P. Morgan Asset Management

16.30 - 17.00

Focus on Asia

Emily Whiting, Investment Specialist, Emerging Markets Asia Pacific | J.P. Morgan Asset Management

17.00 - 17.30

Sustainable healthcare, how to generate healthy returns? | Healthcare: a sector to watch

Dr. Nathalie Flury, Co-Head of Sustainable Healthcare Equity | HSBC AM

Christine Lebreton, Fund Manager | Tocqueville Finance

Conference room 2

16.00 - 16.30

Sustainable Future Technologies The science of solving problems – where sustainability meets technology

Richard Clode, Portfolio Manager | Janus Henderson

16.30 - 17.00

Climate change - creating returns that benefit the world we live in

Lucian Peppelenbos, Climate Strategist | Robeco

17.00 - 17.30

North American equities: how can ESG considerations impact long term performance?

Joakim Ahlberg, Lead Portfolio Manager | Nordea

Conference room 3

16.00 - 16.30

Key themes driving sustainable investing

Claire Hedley, ESG and Impact Investing Strategist, Goldman Sachs Asset Management | Goldman Sachs Asset Management

16.30 - 17.00

Investing in a sustainable food and water system and why it should matter to investors

Yashica Reddy, Investment Director | Schroders

17.00 - 17.30

How Vanguard thinks about the future of intermediated retail investing

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

Conference room 4

16.00 - 16.30

Quality and real diversification: two important pillars in the infinite game of investing

Stephan Fritz, Portfolio Director Multi Asset | Flossbach von Storch

16.30 - 17.00

Gold and silver are not just for pandemics

Chris Mahoney, Fund Manager | Jupiter Asset Management

17.00 - 17.30

17.30 - 18.15

Report on the Belgian Asset Management and Fund Industry , Marc Van de Gucht Director General BEAMA at Beama

18.15 - 19.45

Networking reception in the partner village

19.45 - 22.00

Gala Dinner