Programma van Interactive Live Broadcast 'Where to find yield in (Alternative) Fixed Income?'

Interactive Live Broadcast 'Where to find yield in (Alternative) Fixed Income?'

Op donderdag 12 november:
8:00 - 9:00 Coffee and digital networking opportunities
9:00 - 9:10 Welcome & Introduction

By Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking

9:10 - 9:40 Escalating Disruption; Macro Economic Outlook 2021 and beyond

By Joachim Fels, Global Economic Advisor, Managing Director, PIMCO

Expert panel Q&A session with:

  • Bob Homan, CIO, ING Investment Office
  • Edward Markus, Chief Analyst, ECR Research
  • Edin Mujagic, Chief Economist, OHV Wealth Management
9:40 - 10:10 Investment Implications of the Debt Paradox; Macroeconomic trends in rates and bond markets

By Erik Norland, Executive Director and Senior Economist, CME Group

Expert panel Q&A session with:

  • Bob Homan, CIO, ING Investment Office
  • Edward Markus, Chief Analyst, ECR Research
  • Edin Mujagic, Chief Economist, OHV Wealth Management
10:10 - 10:40 Panel discussion on the Economic Outlook

Participants:

  • Erik Norland, Executive Director and Senior Economist, CME Group
  • Joachim Fels, Global Economic Advisor, Managing Director, PIMCO

Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking

10:40 - 11:00 Coffee break including digital networking opportunities
11:00 - 11:30 Investing in SME loans as an attractive alternative

By Stéphane Blanchoz, Head of SME Alternative Financing, BNP Paribas Asset Management and Jim van den Bergh, Senior Credit Officer, SME Alternative Financing Team, Private Debt and Real Assets Group, BNP Paribas Asset Management

Expert panel Q&A session with:

  • Harry Geels, Senior Investment Advisor, Auréus 
  • Paul van Gent, Member different Investment Committees
  • Markus Schaen, Senior Fund Manager, MN
11:30 - 12:00 Credit factor investing: An alternative Alpha source in the low-yield environment

By Dr Harald Henke, Head of Fixed Income, Quoniam Asset Management

Expert panel Q&A session with:

  • Harry Geels, Senior Investment Advisor, Auréus
  • Markus Schaen, Senior Fund Manager, MN
  • Kees Verbaas, CIO, Altis Investment Management
12:00 - 12:30 High Yield Investing: What does the portfolio of the future look like?

By Stephen Marsh, Portfolio Specialist Fixed Income Division, T. Rowe Price

Expert panel Q&A session with:

  • Harry Geels, Senior Investment Advisor, Auréus Vermogen
  • Markus Schaen, Senior Fund Manager, MN
  • Kees Verbaas, CIO, Altis Investment Management

12:30 - 13:00 Lunch including digital networking opportunities
13:00 - 13:30 SmartAlpha: Fundamental credit insights in a systematically constructed portfolio

By Sriram Reddy, Investment Director Fixed Income, Schroders

Expert panel Q&A session with:

  • Han Dieperink, CCO, Auréus 
  • Paul van Gent, Member different Investment Committees
  • Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
13:30 - 14:00 Private Credit Yield – Oasis or Fata Morgana? Opportunities in private credit post COVID

By Scott Baskind, Head of Global Private Credit and Chief Investment Officer, Invesco

Expert panel Q&A session with:

  • Han Dieperink, CCO, Auréus 
  • Paul van Gent, Member different Investment Committees
  • Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
14:00 - 14:30 The outlook for Fixed Income markets and the evolution of ESG investor trends

By Craig MacDonald, Global Head of Fixed Income, Aberdeen Standard Investments

Expert panel Q&A session with:

  • Han Dieperink, CCO, Auréus
  • Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
  • Kees Verbaas, CIO, Altis Investment Management
14:30 - 15:00 Coffee break including digital networking opportunities
15:00 - 15:30 Panel discussion with CIO’s on 'Where to find yield in (Alternative) Fixed income?'

Participants:

  • Bob Homan, CIO, ING Investment Office
  • Kees Verbaas, CIO, Altis Investment Management
  • Wouter Weijand, CIO, Providence Capital

Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking

15:30 - 16:00 Fixed income Market Outlook

By Andrew Wilson, Chairman Global Fixed Income and Liquidity Solutions Business, Goldman Sachs Asset Management

Expert panel Q&A session with:

  • Bob Homan, CIO, ING Investment Office
  • Edward Markus, Chief Analyst, ECR Research
  • Edin Mujagic, Chief Economist, OHV Wealth Management
16:00 - 16:30 What to own, and not to own, in a low-return world? Macro Economic Outlook for the Longer Term

By Jan Loeys, Managing Director and Senior Advisor, Long-Term Strategy, J.P. Morgan

Expert panel Q&A session with:

  • Bob Homan, CIO, ING Investment Office
  • Edward Markus, Chief Analyst, ECR Research
  • Edin Mujagic, Chief Economist, OHV Wealth Management
16:30 - 17:00 Panel discussion on the Economic Outlook

Participants:

  • Jan Loeys, Managing Director and Senior Advisor, Long-Term Strategy, J.P. Morgan
  • Andrew Wilson, Chairman Global Fixed income and Liquidity Solutions Business, Goldman Sachs Asset Management

Led by Mary Pieterse-Bloem, Global Head Fixed Income, Member of the Global Investment Committee, ABN AMRO Private Banking

17:00 - 17:05 Summary, Conclusion
17:05 - 18:15 Digital Networking Reception
18:15 - 19:15 List of experts that contribute to the programme: Door Harry Geels, Senior Investment Advisor, Auréus Vermogen & Paul van Gent, Member Investment Committee (freelance) & Bob Homan, Chief Investment Officer, ING Investment Office & Markus Schaen, Senior Fund Manager, MN & Edin Mujagic, Chief Economist, OHV Wealth Management & Mary Pieterse-Bloem, Member of the Global Investment Committee, ABN AMRO & Roy Kroon, Manager Fixed Income en Treasury, PGB Pensioendiensten & Wouter Weijand, Chief Investment Officer, Providence Capital & Han Dieperink, Zelfstandig Adviseur, HD Capital & Advisory & Jim van den Bergh, Senior Credit Officer, SME Alternative Financing Team, Private Debt and Real Assets Group, BNP Paribas Asset Management & Erik Norland, Executive Director and Senior Economist, CME Group & Craig MacDonald, Global Head of Fixed Income, Aberdeen Standard Investments & Kees Verbaas, Chief Investment Officer, Altis Investment Management & Joachim Fels, Global Economic Advisor, Managing Director, PIMCO & Jan Loeys, Managing Director and Senior Advisor, Long-Term Strategy, J.P. Morgan & Andrew Wilson, Chairman Global Fixed Income and Liquidity Solutions Business, Goldman Sachs Asset Management & Harald Henke, Head of Fixed Income, Quoniam Asset Management & Stephen Marsh, Portfolio Specialist Fixed Income Division, T. Rowe Price & Scott Baskind, Head of Global Private Credit and Chief Investment Officer, Invesco & Edward Markus, Chief Economist & Stéphane Blanchoz, Head of SME Alternative Financing, BNP Paribas Asset Management & Sriram Reddy, Sriram Reddy, Investment Director Fixed Income, Schroders

 
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