Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'
What does the US election outcome mean for positioning portfolios in 2025? What trends can be identified that impact the investment world? What are the biggest risks on the horizon? How to deal with geopolitical uncertainty?
What is the outlook for (private) equity and (private) debt markets? Is AI optimism justified? What can be expected from inflationary pressures?
On Thursday 14 November 2024, from 11 am to 5.30 pm (coffee and registration from 10.15 am), Financial Investigator hosted an educational seminar on the effects of economic, geopolitical and technological trends on various asset classes and how to position your portfolio for 2025 and beyond in an era of geopolitical uncertainty.
The seminar was chaired by Bob Homan, CIO of ING Investment Office.
Top speakers shared their views, including:
- Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International
- Peder Beck-Friis, Senior Vice President, Portfolio Manager, PIMCO
- Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA, Janus Henderson Investors
- Jeremy J.W. Cunningham, Investment Director - Fixed Income, Capital Group
- Justin Curlow, Global Head of Research & Strategy, AXA IM Alts
- Han Dieperink, Chief Investment Officer, Auréus
- Bertrand Gautier, Founding Partner, Schroders Greencoat
- Olaf van den Heuvel, Experienced CIO
- Anatole Kaletsky, Founding Partner, Chief Economist, Gavekal Dragonomics
- Volkert de Klerk, Chief Investment Officer, Roots Investments
- Erik Knutzen, CFA, CAIA, Managing Director, Co-Head Quantitative and Multi-Asset Investment Team, Multi-Asset CIO, Neuberger Berman
- Joe Little, Global Chief Strategist, HSBC Asset Management
- Edward Markus, Founder & Chief Analyst, ECR Research
- Roelof Salomons, Chief Investment Strategist, BlackRock
- Ralph Wessels, Chief Investment Strategist, ABN AMRO
- Wouter Weijand, Chief Investment Officer, Providence Capital
Q&A Expert panellists:
- Evalinde Eelens, Independent Pension Fund Board Member, various pension funds, European Pensions Personality of the Year
- Hemmo Hemmes, Experienced CIO & Investment Strategist
- Charles Kalshoven, Expert Strategist, APG
- Erik Leseman, Head of Investment Implementation & Oversight, a.s.r. vermogensbeheer
- Anne-Marie Munnik, Executive Director, CFA Society Netherlands
- Kiemthin Tjong Tjin Joe, Experienced Senior Investment Manager Fixed Income & Real Estate
Registration
Participation was open to buy-side investment professionals working for pension funds, fiduciary managers, family offices, consultants, banks, insurers, or working in the field of fund selection for independent asset managers. Your registration was subject to approval by Financial Investigator and the parties making this seminar financially possible.