Programma van 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’

maandag 13 april 2026 van 10:15 uur tot 17:30 uur BIMhuis, Amsterdam Engelstalig

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Op maandag 13 april:
9:30 - 10:15 Koffie & Registratie
10:15 - 10:30 Welkom & Inleiding

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 EY Adviseurs, Enterprise Resilience Lead, EY Nederland

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-sessies
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 Paneldiscussie ‘Financing Europe’s Strategic Transitions: What Role for Institutional Capital?’
  • Klaas Knot, Former President of De Nederlandsche Bank, Former Chair of the Financial Stability Board, Professor of Money and Banking, University of Groningen 
  • Mary Pieterse-Bloem, Chief Investment Officer, Rabobank, Professor in Financial Markets, Erasmus School of Economics 
  • Ronald Wuijster, CEO, APG Asset Management 
14:30 - 14:45 Koffiepauze
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 Koffiepauze
16:00 - 16:30 Is Europe ready for digital investing?

Thomas Kieselstein, Senior Partner, Quoniam Asset Management
16:30 - 17:15 Case studies Energy Security, Defence & Digital Leadership

16.30 uur: Case study 1: Building energy security at scale from entrepreneurial vision to investable infrastructure
Kees Koolen, Founder, CEO, Koolen Industries, Former CEO, Booking.com, Advisor, Uber

16.45 uur: Case Study 2: Digital Sovereignty & Defence: Europe’s Strategic Blind Spots

17.00 uur: Case Study 3: AI and Digital Sovereignty: Balancing Innovation and Strategic Autonomy
Rob Elsinga, National Technology Officer, Microsoft
17:15 - 17:45 Paneldiscussie ‘Investing in Europe’s Future: Returns, Risk and Reality for Institutional Investors’
  • Laure Wessemius-Chibrac, Managing Director, Netherlands Advisory Board on impact investing (NAB)
17:45 - 18:45 Hapje & Drankje

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