Seminar ‘Europe’s Future at Stake: Investing in Energy Security, Defence & Digital Leadership’
| 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 NL |
| 11:30 - 12:00 |
Clean energy and power - a story of two tales
Ulrik Fugmann, CIO, Head of Investment, Environmental Strategies Group, BNP Paribas Asset Management |
| 12:00 - 12:30 |
Energy transition technologies: securing and stabilising tomorrow's grid
Sean Maguire, Partner, Schroders Greencoat en 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: hang together or, most assuredly, hang separately?
Klaas Knot, Voormalig President van De Nederlandsche Bank, Voormalig Voorzitter Financial Stability Board, Professor of Money and Banking, Universiteit van Groningen |
| 14:00 - 14:30 |
Paneldiscussie ‘Financing Europe’s Strategic Transitions: What Role for Institutional Capital?’
Met:
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| 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 |
European Direct Lending – 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 the AI investing age?
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 16.45 uur: Case study 2: Defense: Europe’s Strategic Blind Spots 17.00 uur: Case Study 3: AI and Digital Sovereignty: Balancing Innovation and Strategic Autonomy |
| 17:15 - 17:45 |
Paneldiscussie ‘Investing in Europe’s Future: Returns, Risk and Reality for Institutional Investors’
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| 17:45 - 19:00 | Hapje & Drankje |
