Schedule of Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'

Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'

Thursday, November 10, 2022 from 1:00 PM to 5:15 PM Rosarium, Amsterdam in English

On Thursday 10 November:
12:15 - 13:00 Lunch & Registration
13:00 - 13:15 Welcome & Introduction

By Harry Geels, Senior Investment Advisor, Auréus
13:15 - 13:45 Parallel Worlds - Macro-economic Outlook for 2023 and beyond

By Joseph Little, Global Chief Strategist, HSBC Asset Management

13:45 - 14:15 European Central Bank Policy & the Outlook for Europe for 2023 and beyond

By Katharine Neiss, Chief European Economist, PGIM Fixed Income

14:15 - 15:00 Panel discussion on 'The Economic Outlook for 2023 and beyond'

With:

  • Han Dieperink, Chief Investment Strategist, Auréus
  • Edin Mujagić, Chief Economist, OHV Wealth Management
  • Hans Stegeman, Chief Investment Strategist, Triodos Investment Management
  • Ralph Wessels, Chief Investment Strategist, ABN AMRO
15:00 - 15:30 Coffee Break
15:30 - 16:00 Investing amidst rising inflation: key themes on the horizon

By Martyn Hole, Equity Investment Director, Capital Group
16:00 - 16:30 Emerging Markets Debt: value trap or unfairly tarnished?

By Thomas Haugaard, Portfolio Manager, Emerging Markets Debt Hard Currency, Janus Henderson Investors
16:30 - 17:10 Roundtable discussion on 'How to position your portfolio for 2023 and beyond'

With:

  • Bob Homan, CIO, ING Investment Office
  • Volkert de Klerk, CIO, Roots Investments
  • Steven Oh, CFA, Global Head of Credit and Fixed Income, PineBridge Investments
  • Roelof Salomons, Professor Investment Theory and Asset Management, University of Groningen, Independent Investment Consultant, Member various investment committees
17:10 - 17:15 Summary & Conclusion
17:15 - 18:30 Drinks Reception