Schedule of Seminar ‘Europe’s Future at Stake: Investing in Energy Security, Defence & Digital Leadership’
Seminar ‘Europe’s Future at Stake: Investing in Energy Security, Defence & Digital Leadership’
| On Monday 13 April: | |
| 9:30 - 10:15 | Registration & Coffee |
| 10:15 - 10:30 |
Welcome & Introduction
Arjen Pasma, Chief Investment Officer, PGGM |
| 10:30 - 11:00 |
Europe’s Future at Stake: From Stability to Strategic Autonomy
Barbara Baarsma, Chief Economist, PwC Netherlands, Professor of Applied Economics, University of Amsterdam |
| 11:00 - 11:30 |
Europe’s Strategic Transitions: From Policy Ambition to Investable & Sustainable Frameworks
Bouke Evers, Partner | Actuarial | Sustainability | EY NL FSO Consulting |
| 11:30 - 12:00 |
Strategic Autonomy and the Green Transition: Investment Implications for Europe
Ulrick Fugman, CIO, Head of Investment; Environmental Strategies Group or Edward Lees, Co-CIO, Head of Investment Team, Environmental Strategies Group, BNP Paribas Asset Management |
| 12:00 - 12:30 |
Domestic clean power as the foundation of European energy security
Jamie Milne, Head of Investor Relations, Schroders Greencoat |
| 12:30 - 13:15 | Lunch |
| 13:15 - 13:30 | Meet the Expert Sessions |
| 13:30 - 14:00 |
Europe’s Strategic Autonomy: Macroeconomic Preconditions for Energy Security, Defence and Digital Leadership
Klaas Knot, Former President of De Nederlandsche Bank, Former Chair of the Financial Stability Board, Professor of Money and Banking, University of Groningen |
| 14:00 - 14:30 |
Panel discussion on ‘Financing Europe’s Strategic Transitions: What Role for Institutional Capital?’
|
| 14:30 - 14:45 | Coffee break |
| 14:45 - 15:15 |
Private Markets as a Pillar of Europe’s Strategic Reindustrialisation
Niranjan Sirdeshpande, Global Head of Investments, M&G Investments |
| 15:15 - 15:45 |
Private Credit – contributing to European resilience
Tom Green, Head of Direct Lending, HSBC Asset Management |
| 15:45 - 16:00 | Coffee break |
| 16:00 - 16:30 |
Is Europe ready for digital investing?
Fabien Roualdes, Co-Head of Aerospace & Defense, Private Equity, Tikehau Capital (tbc) |
| 16:30 - 17:15 |
Case studies Energy Security, Defence & Digital Leadership
4.30 pm: Case study 1: Building energy security at scale from entrepreneurial vision to investable infrastructure 4.45 pm: Case Study 2: Digital Sovereignty & Defence: Europe’s Strategic Blind Spots 5.00 pm: Case Study 3: AI and Digital Sovereignty: Balancing Innovation and Strategic Autonomy |
| 17:15 - 17:45 |
Panel discussion on ‘Investing in Europe’s Future: Returns, Risk and Reality for Institutional Investors’
|
| 17:45 - 18:45 | Drinks Reception |
In cooperation with:
