Interactive Live Broadcast 'Where to find yield in (Alternative) Fixed Income?'
| On Thursday 12 November: | |
| 8:00 - 9:00 | Coffee and digital networking opportunities |
| 9:00 - 9:10 |
Welcome & Introduction
By Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking |
| 9:10 - 9:40 |
Escalating Disruption; Macro Economic Outlook 2021 and beyond
By Joachim Fels, Global Economic Advisor, Managing Director, PIMCO Expert panel Q&A session with:
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| 9:40 - 10:10 |
Investment Implications of the Debt Paradox; Macroeconomic trends in rates and bond markets
By Erik Norland, Executive Director and Senior Economist, CME Group Expert panel Q&A session with:
|
| 10:10 - 10:40 |
Panel discussion on the Economic Outlook
Participants:
Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking |
| 10:40 - 11:00 | Coffee break including digital networking opportunities |
| 11:00 - 11:30 |
Investing in SME loans as an attractive alternative
By Stéphane Blanchoz, Head of SME Alternative Financing, BNP Paribas Asset Management and Jim van den Bergh, Senior Credit Officer, SME Alternative Financing Team, Private Debt and Real Assets Group, BNP Paribas Asset Management Expert panel Q&A session with:
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| 11:30 - 12:00 |
Credit factor investing: An alternative Alpha source in the low-yield environment
By Dr Harald Henke, Head of Fixed Income, Quoniam Asset Management Expert panel Q&A session with:
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| 12:00 - 12:30 |
High Yield Investing: What does the portfolio of the future look like?
By Stephen Marsh, Portfolio Specialist Fixed Income Division, T. Rowe Price Expert panel Q&A session with:
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| 12:30 - 13:00 | Lunch including digital networking opportunities |
| 13:00 - 13:30 |
SmartAlpha: Fundamental credit insights in a systematically constructed portfolio
By Sriram Reddy, Investment Director Fixed Income, Schroders Expert panel Q&A session with:
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| 13:30 - 14:00 |
Private Credit Yield – Oasis or Fata Morgana? Opportunities in private credit post COVID
By Scott Baskind, Head of Global Private Credit and Chief Investment Officer, Invesco Expert panel Q&A session with:
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| 14:00 - 14:30 |
The outlook for Fixed Income markets and the evolution of ESG investor trends
By Craig MacDonald, Global Head of Fixed Income, Aberdeen Standard Investments Expert panel Q&A session with:
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| 14:30 - 15:00 | Coffee break including digital networking opportunities |
| 15:00 - 15:30 |
Panel discussion with CIO’s on 'Where to find yield in (Alternative) Fixed income?'
Participants:
Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking |
| 15:30 - 16:00 |
Fixed income Market Outlook
By Andrew Wilson, Chairman Global Fixed Income and Liquidity Solutions Business, Goldman Sachs Asset Management Expert panel Q&A session with:
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| 16:00 - 16:30 |
What to own, and not to own, in a low-return world? Macro Economic Outlook for the Longer Term
By Jan Loeys, Managing Director and Senior Advisor, Long-Term Strategy, J.P. Morgan Expert panel Q&A session with:
|
| 16:30 - 17:00 |
Panel discussion on the Economic Outlook
Participants:
Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking |
| 17:00 - 17:05 | Summary, Conclusion |
| 17:05 - 18:15 | Digital Networking Reception |
| 18:15 - 19:15 | List of experts that contribute to the programme: By Harry Geels, Senior Investment Advisor, Auréus & Paul van Gent, Member Investment Committees en RvT (freelance) & Edward Markus, Chief Economist & Edin Mujagić, Econoom en Fondsbeheerder & Mary Pieterse-Bloem, Head of Investment Office (CIO), Rabobank & Roy Kroon, Team Lead Credit Investments, PGB Pensioendiensten & Han Dieperink, Chief Investment Officer, Auréus, adviseur, HD Capital & Advisory & Jim van den Bergh, Senior Credit Officer, SME Alternative Financing Team, Private Debt and Real Assets Group, BNP Paribas Asset Management & Erik Norland, Executive Director and Senior Economist, CME Group & Craig MacDonald, Head of Press Relations & Joachim Fels, Global Economic Advisor, Managing Director, PIMCO & Jan Loeys, Managing Director and Senior Advisor, Long-Term Strategy, J.P. Morgan & Harald Henke, Head of Fixed Income, Quoniam Asset Management & Stephen Marsh, Portfolio Specialist Fixed Income Division, T. Rowe Price & Scott Baskind, Head of Global Private Credit and Chief Investment Officer, Invesco & Stéphane Blanchoz, Head of SME Alternative Financing, BNP Paribas Asset Management & Sriram Reddy, Sriram Reddy, Investment Director Fixed Income, Schroders & Markus Schaen, Senior Fund Manager Fixed Income, MN & Kees Verbaas, Global Head of Fundamental Equity, Robeco & Bob Homan, Chief Investment Officer, ING Investment Office & Wouter Weijand, Chief Investment Officer, Providence Capital |