November 9: Seminar Disruptive Innovation & Long Term Investing


Seminar Disruptive Innovation & Long Term Investing
November 9, 9am – 5.30pm
Rosarium, Amsterdam

Current economic and investment trends will change the investing landscape over the next two decades and we are at a turning point which presents huge risks as well as opportunities to investors. During the seminar questions will be answered like:

  • What are the opportunities & challenges that society is currently facing?
  • What are the challenges that investors are currently facing and how to translate these challenges into a long term investment policy?
  • How does disruptive innovation influence Long Term Investing?
  • How to take advantage of disruptive forces like climate change, big data, internet of things and blockchain?

Please mark your calendar and join us at our seminar on Disruptive Innovation & Long Term Investing on Thursday November 9, 2017 from 9am until 5.30pm, followed by a networking reception. Top speakers will share their views with you via plenary presentations as well as via various breakout sessions that can be chosen from.

Gerald Cartigny (CIO and Member of the Managing Board, MN) will be chairing this event.

Programme

8:30 Registration and reception

9.00: Introduction
Gerald Cartigny
(CIO, MN)

9.15: 2018 Macro Outlook: As Good as It Gets
Joachim Fels
(Global Economic Advisor, Managing Director, PIMCO)

9.45: Long Term Investing (helps to cope with long term trends)
Jaap van Dam
(Principal Director Investment Strategy, PGGM)

10.15: How to organize Long Term Investing in public equities?
Lars Dijkstra
(CIO, KCM)

10.45: Panel discussion: how to deal with the disruptive force of Climate Change in your investment portfolio?
Anette Andersson
(ESG Investment Specialist, SEB Investment Management – introduced by UBP), Michael Lewis (Head of ESG Thematic Research, Deutsche Asset Management), Han Dieperink (CIO, Rabobank Retail & Private Banking) and Erik Jan Stork (Fiduciary Manager Responsible Investment, APG Asset Management)

11.15: Coffee Break

Breakout sessions: how can investors take advantage of disruptive forces like Climate Change, Big Data, Internet of Things and Blockchain technology?

11.45-12.45: Breakout session 1 (11:45 – 12:15 & 12:15 – 12:45)

  • A. Making every Euro count – how Fintech is revolutionizing investing and pension savings as we know it
    Martin Mlynár (Managing Director and co-founder, Corestone Investment Managers)
  • B. The Future of Responsible Investment: An evolving global market
    Gareth Davies (Head of Responsible Investment Solutions, Columbia Threadneedle Investments)
  • C. The inevitability and disruption of an Electric Vehicle world
    Mathieu Poitrat Rachmaninoff (Global Automotive Analyst, Newton Investment Management – a BNY Mellon Company)
  • D. Disruptive technologies offer investment opportunities
    Alexandre Mouthon (Senior Product Specialist Thematic Equities, Pictet Asset Management)

12.45: Lunch

13.45-14.45: Breakout session 2 (13:45 – 14:15 & 14:15 – 14:45)

  • E. Disruptive technology – friend or foe?
    Nick Blake (Head of Marketing and Product, Vanguard)
  • F. Life ILS: providing attractive yields with low correlation
    Daniel Ineichen (Head ILS Portfolio Management, Schroders)
  • G. Converting disruptive forces into investment ideas
    Barney Rowe
    (Senior Data Scientist, Fidelity International)
  • H. Asset Flows and Behavioral Finance: The analysis of non-fundamental market drivers
    Thorsten Neumann (Head of Quant & Risk Management, Union Investment)

14.45: Coffee Break

15.15-16.15: Breakout session 3 (15:15 – 15:45 & 15:45 – 16:15)

  • I. The 4th Industrial Revolution: Where are the productivity gains? Implications for growth and markets
    Stefan Hofrichter (Head of Global Economics & Strategy, Allianz Global Investors)
  • J. Climate risk: how to manage your climate risks in a rapidly changing world?
    Lars Kurznack (Senior Manager, KPMG Sustainability)
  • K. Energy Return on Investment & the Disruption of Biophysical Limits
    Patrick Kent
    (Managing Director and Portfolio Manager, Wellington Management)
  • L. The impact of disruptive technology on environmental markets David Winborne (Senior Portfolio Manager and Director, Impax Asset Management – a partner of BNP Paribas Asset Management)

16.15: Coffee Break

16.30: Geopolitical trends and the impact on financial markets
Prof. Dr. Rob de Wijk
(Director at The Hague Centre for Strategic Studies, Strategic Advisor at The Hague Security Delta, Chairman National Security Think Tank and Professor of International Relations at University of Leiden)

17.00: Panel discussion: how does disruptive innovation influence Long Term Investing?
Martin Sanders
(Managing Director, Altis Investment Management), Hans de Ruiter (CIO, Stichting Pensioenfonds TNO), Paul van Gent (CIO, Corestone Investment Managers), Wesley Lebeau (Global Thematic Senior Portfolio Manager, CPR Asset Management, a boutique from Amundi Asset Management) and Justus van Halewijn (CIO, SPF Beheer)

17.30: Summary and Conclusion

17.35: Drinks and Networking Reception

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