Schedule of Supertrends and Disruptive Innovation in Asset Management

Supertrends and Disruptive Innovation in Asset Management

Tuesday, November 23, 2021 from 2:00 PM to 5:00 PM De Burcht, Amsterdam Partly in English, partly in Dutch

On Tuesday 23 November:
13:30 - 14:00 Coffee & Registration (if attending in person)
14:00 - 14:10 Welcome & Introduction

By Gerben Jorritsma, independent Investment Consultant, InvestmentEASE
14:10 - 14:40 The economic impact of geo political trends

By Prof. Dr. Rob De Wijk, Director, The Hague Centre for Strategic Studies
14:40 - 15:10 Decarbonisation is the largest investment megatrend in our lifetime

By Veslislava Dimitrova, Lead Portfolio Manager, Equities, Fidelity International

Decarbonisation is the largest investment megatrend. Fidelity International will discuss the opportunities and threats.
15:10 - 15:40 Sustainable Global Cities

By Tom Walker, Co-Head of Global Real Estate Securities, Schroders
15:40 - 16:00 Coffee Break
16:00 - 16:30 China: Finding tomorrow’s winners today

By Robert Secker, Portfolio Specialist, Equity Division, T. Rowe Price

Robert Secker, portfolio specialist on the T Rowe Price China Evolution Equity Fund, will talk to China’s economic transformation and how that has been reflected in the composition of the stock market. The corporate sector in China is incredibly dynamic with disruption commonplace, meaning today’s leading companies may not be market leaders tomorrow. It is his job to look through an incredibly deep and diverse universe, comprising over 5000 companies, in order to find those future winners today.
16:30 - 17:00 Panel discussion: Does cryptocurrency belong in the investment portfolio? (in Dutch)

Participants:

  • Bert Slagter, Founder, Procurios, and Founder, LekkerCryptisch.nl
  • Martijn Rozemuller, Managing Director & Head of Europe, VanEck Europe
  • Ralph Wessels, Head of Investment Strategy, ABN AMRO
17:00 - 17:05 Summary of Findings
17:05 - 18:05 Drinks Reception (if attending in person)

 

 
Jan Dubach, Family Officer en Vermogensregisseur bij Crowe Family Office, Harry Geels, Investment Advisor bij Auréus, en Michiel Krauss, Adviseur bij diverse Family Offices, treden tijdens de bijeenkomst op als Q&A Expert panelleden.