Speakers at Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

Bertrand Gautier joined Schroders Greencoat in 2010. He co-led the listing of GRP on the Euronext Growth Market in Dublin and on AIM and is responsible for GRP's European investment strategy. Gautier has over 25 years of operational, financial and investment experience. He is a member of Schroders Greencoat’s Management Committee. Gautier joined Schroders Greencoat from Terra Firma Capital Partners where he focused on asset-backed companies. He also spent five years at Merrill Lynch as part of the M&A Advisory Group in the Infrastructure and Industrials team. Prior to that, he gained extensive operational experience over eight years at Procter & Gamble.

After graduating in Economics from the Free University of Amsterdam, Eddy Markus spent a number of years honing his skills at some of the foremost financial institutions in Europe and the USA as both a professional investor and analyst. Eddy is the founder (1978) and also Chief Economist of ECR Research. ECR publishes several times per week on topics varying from asset allocation, interest rates, currencies, stock-markets and the major global economies. Their analysis is subscribed to by many of the world’s leading institutional investors, asset managers and more than 30 of the world’s central banks.

Han Dieperink is zelfstandig adviseur via zijn bedrijf HD Capital & Advisory. Hij is onder andere actief voor BB Capital (private equity) en als Chief Investment Officer voor Auréus. Zijn expertise ligt op het gebied van beleggen en het samenstellen van portefeuilles met een combinatie van passieve, actieve, duurzame en thematische beleggingen. Verder schrijft hij boeken en columns. Han was tot 2019 Chief Investment Officer (CIO) van Rabobank. Zijn carrière startte bij Schretlen & Co waar hij van 2000 tot en met 2009 CIO was.

Joe Little is Global Chief Strategist and leads the investment strategy function at HSBC Asset Management. In this role, he is responsible for developing global macro and asset allocation research for the investment process, and for delivering thought leadership and market insights across client channels. Previously, Little was Co-CIO for HSBC’s Multi Asset Funds and the Chief Strategist for Strategic Asset Allocation. Prior to that, he was a Portfolio Manager on HSBC’s global macro hedge fund, working on tactical asset allocation strategies in both G10 and emerging markets. He began his career as a Global Economist at JP Morgan Cazenove. Little holds a Masters in Economics from Warwick University and is a CFA Chaterholder. He is a member of the CFA UK Advisory Council.

Matthew Bullock leads the London-based portfolio strategist team of Janus Henderson Investors. Prior to joining the firm in 2022, he was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Bullock served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.

Dr. Beck-Friis is a senior vice president and economist in the London office, focusing on Europe. He helps craft the firm’s economic and monetary policy outlook and contributes to quarterly economic forums. He is also a member of the research group of the European portfolio committee. Prior to joining PIMCO in 2017, he worked at Goldman Sachs in New York and London. He has 12 years of macro research experience and holds a master's degree and a Ph.D. in economics from the University of Oxford. He received his undergraduate degree in mathematics and economics from the University of Edinburgh.

Roelof Salomons is an investment professional with a background in managing portfolios, leading investment teams and running strategy. Starting in 1997 he has worked for Philips Pensionfund, Aegon and Van Lanschot Kempen. From 2019 onwards he is an Independent Consultant working with a broad range of institutional investors. Since 2015 Salomons is Professor in Investment Theory and Asset Management at the University of Groningen. He serves on several investment committees and writes columns for financial newspapers.