Seminar 'How to position your portfolio for 2024 and beyond' - General

How will high inflation, geopolitical turmoil and artificial intelligence affect the investment world after 2024? Is this the end or the start of a new era? What asset classes will be most impacted? Should you adjust your portfolio?

What is the outlook for (private) equity and (private) debt markets?

On Thursday 9 November 2023, from 12.30 to 5.30 pm, Financial Investigator hosted an educational seminar on the effect of recent economic, geopolitical and technological developments on various asset classes and how to position your portfolio for 2024 and beyond.

The seminar was chaired by Bob Homan, CIO of ING Investment Office.

Top speakers shared their views, including:

• Luc Aben, Chief Economist, Van Lanschot Kempen
• James Ashley, Head of International Market Strategy & Head of Strategic Advisory Solutions EMEA and Asia, Goldman Sachs Asset Management
• Lukas Daalder, Chief Investment Strategist, BlackRock
• Richard Damming, Head of Private Equity Investments Europe, Schroders Capital
• Jacqueline van der Ende, CEO & Co-Founder, Carbon Equity
• Christophe Fritsch, Global Head of Alternative Credit, AXA IM Alts
• Thomas Heidstra, Director Investments, Univest Company
• Olaf van den Heuvel, CIO NL & Global Head Multi Asset and Solutions, Aegon Asset Management
• Andreas Klein, Head of Private Debt, Pictet Asset Management
• Roy Kroon, Team Lead Credit Investments, PGB Pensioendiensten
• Niels Las, Associate Director Credit Risk Sharing Investment, PGGM
• Lalantika Medema, Alternative Credit Strategist, PIMCO
• Tjarda Molenaar, Managing Director, NVP
• Koen Ronda, Head of Private Markets Investments, IBS Capital Management
• Duanice Verberkmoes, Portfolio Manager Private Equity, Blue Sky Group
• Rob van Wechem, Head of Tailor Made Solutions, Bank ten Cate & Cie
• Steve Weeple, Client Portfolio Manager, Global and Emerging Market Equity, Janus Henderson Investors
• Wouter Weijand, CIO, Providence Capital