Seminar 'Geopolitics and the Future of Global Investing: How to Position your Portfolio for 2027'
| On Thursday 12 November: | |
| 9:15 - 10:00 | Coffee, Light Breakfast & Registration |
| 10:00 - 10:10 |
Welcome & Introduction
By Bob Homan, CIO, ING Investment Office |
| 10:10 - 10:40 |
Positioning Portfolios for 2027: A Multi Asset Perspective
Vera Fehling, Chief Investment Officer Western Europe, DWS Group |
| 10:40 - 11:10 |
Multi Asset Outlook for 2027 and beyond
John Bilton, Head of Global Multi-Asset Strategy, JP Morgan Asset Management |
| 11:10 - 11:30 | Coffee Break |
| 11:30 - 12:00 |
Investing in a Fragmented World: Geopolitics, Policy Shifts and Portfolio Positioning for 2027
Norman Villamin, Group Chief Strategist, UBP - Union Bancaire Privée |
| 12:00 - 12:30 |
Strategic Asset Allocation for 2027: Rates, Inflation, the Dollar and the Search for Diversification
Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International |
| 12:30 - 13:15 | Lunch |
| 13:15 - 13:30 | Meet the Expert session |
| 13:30 - 14:00 |
Panel discussion on the Macro & Asset Class Outlook for 2027 and beyond, with:
|
| 14:00 - 14:30 | Presentation DPAM |
| 14:30 - 14:45 | Coffee break |
| 14:45 - 15:15 |
New insights on LDI; building resilient portfolios in a world full of frictions
Rik Klerkx, Head of Balance Sheet Management, Achmea Investment Management |
| 15:15 - 15:45 | Presentation BNY |
| 15:45 - 16:00 | Break with snacks |
| 16:00 - 16:30 |
Presentation AllianceBernstein
Karen Watkin, Portfolio Manager, Multi-Asset Solutions, AllianceBernstein |
| 16:30 - 17:00 |
Presentation Allspring Global Investments
John Campbell, Head of Systematic Core Equity, Allspring Global Investments |
| 17:00 - 17:30 |
CIO Panel discussion on ‘How to position your portfolio for 2027 and beyond’, with:
|
| 17:30 - 18:30 | Drinks & Networking Reception |