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INVeSTIGATOR
JAARGANG 7 | NUMMER 5 | 2015 | €10.50
ONAFHANKELIJK MAGAZINE OVER VERMOGENSBEHEER EN SECURITIES SERVICES
FINANCIAL
INVITATION
Seminar Market Cap Weighted From Asset Classes to Risk Clustering via Dynamic Asset Allocation versus Alternative Beta Investing October 29, 2015, 8am – 6pm Amsterdam inROSARIUM, Equities and Fixed Income
Risk on or risk off? What is the economic and investment outlook for 2016? Does the macro economic outlook drive investment returns? What is Dynamic Asset Allocation? How to time Dynamic Asset Allocation? How to implement Dynamic Asset Allocation? What is the added value of Dynamic Asset Allocation? Where to find investment opportunities in equities, in fixed income and in alternatives?
1 November 2012 | 12:30 – 18:15 | Rosarium, Amsterdam
Please mark your calendars and come join us at our seminar on Dynamic Asset Allocation and the Outlook for 2016 on October 29, 2015 from 8am until 6pm, followed by a networking reception. The seminar programme will contain both plenary sessions as well as individual break out sessions, where you decide what youCapitalisation will attend. Benchmarks have become the leading standard in the investment industry on both Since thepresentations 1980´s Market
FINANCIAL INVESTIGATOR NUMMER 5 / 2015
Seminar Risk on or Risk off? What is the Economic and Investment Outlook for 2016?
INVESTIGATOR
Equity and the Fixed Income side. Increasingly, however, questions are being raised as to whether these benchmarks Gerald Cartigny, CIO the & Director Fiduciary Management (MN) will be chairing this event. are resulting in undesirable outcomes. This seminar explores the pros and cons of Market Cap Weighted versus Alternative Programme Beta Investment Strategies in both the Equity and the Fixed Income markets. - Economic Outlook by Jan Loeys, Chief Investment Strategist (J.P.Morgan), Olaf van den Heuvel, Chief Investment Strategist (Aegon Asset Management), Jean-Michel Managing Director, Chief Economist EMEA (Standard & Poor’s Ratings Services) and Wouter Sturkenboom, Key noteSix, speakers include Investment Strategist (Russell Investments) • Jaap van Dam (Chief Strategist, PGGM) - Dynamic Asset Allocation: Break out sessions by Hein Stam, Vanguard Investment Policy andStrategy StrategyGroup) (MN), Gerlof de Vrij, CEO/CIO (Blenheim Capital • Charles Thomas (Investment Analyst, Investment Management) and Maya Bhandari, Investment Strategist and Director within the Multi-Asset team (Columbia Threadneedle Investments) • Dr. David Stein (Chief Investment Officer, Parametric) - Investment outlook for Equities, Fixed Income and Alternatives: Break out sessions by Kenton Yee, Ph.D., Vice President, Multi-Asset • Dr. Jason Hsu (Chief Investment Officer, Research Affiliates) Research (Mellon Capital, A BNY Mellon Company), Stephan Ertz, Head of Credits (Union Investment) and Hamish Mackenzie, Head of • Bernard Walschots (Chief Investment Officer, Rabobank Pension Fund) Infrastructure Europe and Infrastructure Debt (Deutsche Asset & Wealth Management), Gabriel Sacks, Investment Manager on the Global • Yves Choueifaty (President and Chief Investment Officer, TOBAM) Emerging Markets Equity Team (Aberdeen Asset Management), Eugene Choi, Client Portfolio Manager in Emerging Market Debt (Pictet • Dr. Patrick Houweling (Portfolio Manager, Senior Quantitative Researcher, Robeco) Asset Management) and Flavio Carpenzano, Vice President and Product Manager on the Credit Team (Pimco) • Prof. Robert (Bob) Haugen (President of Haugen Custom Financial Systems and Chairman of LowVolatilityStocks.com, - Key note speaker Lasse H. Pedersen, Ph.D., Principal (AQR Capital Management) and Panel discussion Dynamic Asset Allocation and the Advisor Volatility BNP Paribas Investment Partners) Outlook for 2016 with Nicolas Gaussel,Strategies Chief Investment Officer (Lyxor), Gerlof de Vrij, CEO/CIO (Blenheim Capital Management) and Lasse H. Pedersen, Ph.D., Principal (AQR Capital Management), moderated by Gerald Cartigny, CIO & Director Fiduciary Management (MN) and This /owner seminar(Alpha will be chaired by Dr. Patrick Groenendijk (Chief Investment Officer, Pensioenfonds Vervoer). Eelco Ubbels, director Research)
Registration Participation is free forRegistration pension funds, family offices and fund selectors/external manager selectors from: Reserve your place via www.financialinvestigator.nl/seminar - banks Participation is free for pension funds, insurance companies and other institutional investors. The costs for other - insurance companies - asset managers participants are € 250 (ex VAT) and € 150 (ex VAT) for VBA and CFA members. We will mail you an invoice after we have - fiduciary mangers confirmed your participation. There will be a limited number of seminar passes available for other participants. Information The costs for other participants are € 995 (ex VAT). Financial Investigator You can register via theVera link Bruijns on www.financialinvestigator.nl +31 (0)20 60seminar! 56 We look forward to welcoming you416 to our vera@financialinvestigator.nl
Seminar Sponsors: We look forward to welcoming you to our seminar!
SPECIALIST IN ALTERNATIEVE VASTRENTENDE WAARDEN ERIC VAN DER MAAREL, AEGON ASSET MANAGEMENT EUROPA
KLEINERE RENTESTAPJES CENTRALE BANKEN WENSELIJK,
PROF. CHARLES GOODHART, LONDON SCHOOL OF ECONOMICS
Benchmarkt u de prestaties van uw fonds? Institutioneel Benchmarking Instituut
Ronde Tafel Emerging Market Debt
De vooruitzichten voor Fixed Income