24th Annual Portfolio Management Conference:

Institutional Investing in Times of Change

Programme 2021

September 21st and 22nd, 2021

First Day: September 21st, 2021

Module 1: Perspectives for Investing after the Pandemic

Module 2: New Ideas for Asset Allocation

Module 3: New Perspectives for Risk Management

Second Day: September 22nd, 2021

Module 4: The World of Tomorrow – What Changes Should Investors be Prepared for Today?

Module 5: Current Issues for Institutional Investing

Key Speaker

Stan Beckers, Ph.D.

is Chair of Nomura Asset Management (UK), Non-Executive Director and Chair of the Risk Committee at Rothesay Life and Executive Fellow and Chair of the AQR Asset Management Institute at London Business School. He was until April 2017 member of the Management Board of NN Group and CEO of NN Investment Partners (previously known as ING Investment Management). He has more than 30 years of professional and leadership experience in global finance and asset management with organizations such as BlackRock, Barclays Global Investors, Kedge Capital and WestAM. Stan was also one of the early partners at BARRA (now MSCI BARRA) where he started and ran the non-US operations for 20 years.

Over the years, Stan Beckers has served as a member of the investment committee of several pension funds and on the supervisory boards of KAS Bank and Robeco in the Netherlands. He has taught at various Universities such as UC Berkeley, VU Amsterdam, Cass Business School, London School of Economics and KULeuven. Stan has published over 50 papers in various academic journals such as The Journal of Finance, JFQA, The Financial Analysts Journal and The Journal of Portfolio Management. He has a PhD in Finance from the University of California in Berkeley.

Stan Beckers, Ph.D.

is Chair of Nomura Asset Management (UK), Non-Executive Director and Chair of the Risk Committee at Rothesay Life and Executive Fellow and Chair of the AQR Asset Management Institute at London Business School. He was until April 2017 member of the Management Board of NN Group and CEO of NN Investment Partners (previously known as ING Investment Management). He has more than 30 years of professional and leadership experience in global finance and asset management with organizations such as BlackRock, Barclays Global Investors, Kedge Capital and WestAM. Stan was also one of the early partners at BARRA (now MSCI BARRA) where he started and ran the non-US operations for 20 years.

Over the years, Stan Beckers has served as a member of the investment committee of several pension funds and on the supervisory boards of KAS Bank and Robeco in the Netherlands. He has taught at various Universities such as UC Berkeley, VU Amsterdam, Cass Business School, London School of Economics and KULeuven. Stan has published over 50 papers in various academic journals such as The Journal of Finance, JFQA, The Financial Analysts Journal and The Journal of Portfolio Management. He has a PhD in Finance from the University of California in Berkeley.

Joe Dowling

is the Global Co-Head of Multi-Asset Solutions (BAAM) where he oversees and leads BAAM’s investment activities.

Prior to joining Blackstone in 2021, Mr. Dowling led Brown University’s endowment, including as Chief Executive Officer from July 2018 to July 2020 and Chief Investment Officer from June 2013 to July 2018.  Mr. Dowling also served as interim Chief Financial Officer of the University from May 2019 until January 27, 2020, leading all finance and treasury functions and cash and debt management.

Before joining Brown University, he was the founder and chief executive officer of Narragansett Asset Management, where he managed funds for institutions, pension funds and endowments. Mr. Dowling has also worked for First Boston and Tudor Investments.

Mr. Dowling has both a BA and MBA from Harvard University.

Joe Dowling

is the Global Co-Head of Multi-Asset Solutions (BAAM) where he oversees and leads BAAM’s investment activities.

Prior to joining Blackstone in 2021, Mr. Dowling led Brown University’s endowment, including as Chief Executive Officer from July 2018 to July 2020 and Chief Investment Officer from June 2013 to July 2018.  Mr. Dowling also served as interim Chief Financial Officer of the University from May 2019 until January 27, 2020, leading all finance and treasury functions and cash and debt management.

Before joining Brown University, he was the founder and chief executive officer of Narragansett Asset Management, where he managed funds for institutions, pension funds and endowments. Mr. Dowling has also worked for First Boston and Tudor Investments.

Mr. Dowling has both a BA and MBA from Harvard University.

Prof. Raša Karapandža, Ph.D.

is a professor of finance and Vice Dean Education at EBS Business School. He serves as an academic director of Master in Finance program and head of chair of finance. He received a PhD degree in economics and finance from Barcelona Graduate School of Economics, University Pompeu Fabra, Barcelona. He has been a visiting research scholar at NYU and at UC Berkeley. He also serves as a visiting professor at NYU Abu Dhabi.

The general focus of Prof. Karapandža’s research and teaching activities is investments, empirical asset pricing, and portfolio management. In his recent papers, he studies return predictability of equities, new methods to test return predictability, the role of information on return predictability, and the use of big data to generate robustly predictable portfolio alphas.

Prof. Karapandža’s work has been featured in top media outlets like The Wall Street Journal, The New York Times, and Der Spiegel. He advised members of the US congress on the topics of regulating cryptocurrencies and other blockchain related technologies. He was elected favorite professor by the EBS Business School’s student body for his teaching nine years in a row — in 2009 through 2018. What makes him really proud is that he was elected an honorary member of the EBS student-body association.

Currently at EBS Prof. Karapandža is teaching an undergraduate class in Investments, MBA class in Finance, Executive MBA course in Corporate finance and a graduate class in Asset Pricing/Derivatives and Fintech class. At NYU Abu Dhabi he is teaching a Fintech course as well as NYU Stern course on Foundation of Financial Markets.

Prof. Karapandža serves on the board of directors of RS2. A Global Payments Software and Managed Services Provider RS2 is a publicly listed company trusted by Banks, Processors and Payments Service Providers to process over USD$235 billion worth of payments transactions per year. RS2’s BankWORKS is a comprehensive modular payment system used by more than 130 institutions and some of the world’s most innovative and successful payments companies like Barclays and First Data.

Prof. Karapandža serves as a mentor at Plug and Play accelerator.

Prof. Raša Karapandža, Ph.D.

is a professor of finance and Vice Dean Education at EBS Business School. He serves as an academic director of Master in Finance program and head of chair of finance. He received a PhD degree in economics and finance from Barcelona Graduate School of Economics, University Pompeu Fabra, Barcelona. He has been a visiting research scholar at NYU and at UC Berkeley. He also serves as a visiting professor at NYU Abu Dhabi.

The general focus of Prof. Karapandža’s research and teaching activities is investments, empirical asset pricing, and portfolio management. In his recent papers, he studies return predictability of equities, new methods to test return predictability, the role of information on return predictability, and the use of big data to generate robustly predictable portfolio alphas.

Prof. Karapandža’s work has been featured in top media outlets like The Wall Street Journal, The New York Times, and Der Spiegel. He advised members of the US congress on the topics of regulating cryptocurrencies and other blockchain related technologies. He was elected favorite professor by the EBS Business School’s student body for his teaching nine years in a row — in 2009 through 2018. What makes him really proud is that he was elected an honorary member of the EBS student-body association.

Currently at EBS Prof. Karapandža is teaching an undergraduate class in Investments, MBA class in Finance, Executive MBA course in Corporate finance and a graduate class in Asset Pricing/Derivatives and Fintech class. At NYU Abu Dhabi he is teaching a Fintech course as well as NYU Stern course on Foundation of Financial Markets.

Prof. Karapandža serves on the board of directors of RS2. A Global Payments Software and Managed Services Provider RS2 is a publicly listed company trusted by Banks, Processors and Payments Service Providers to process over USD$235 billion worth of payments transactions per year. RS2’s BankWORKS is a comprehensive modular payment system used by more than 130 institutions and some of the world’s most innovative and successful payments companies like Barclays and First Data.

Prof. Karapandža serves as a mentor at Plug and Play accelerator.

Lukas Neckermann

is Managing Director at Neckermann Strategic Advisors, a consultancy with a focus on new mobility trends and their strategic impact. He is also COO of the mobility scale-up, Splyt Technologies.

Lukas has 20 years of leadership experience in automotive, media, and financial services.

After beginning his career at a small commercial radio station in Ithaca, NY, Lukas joined BMW in Munich. Working in BMW’s Central Marketing area, he co-developed the first BMW.com website, helped launch the innovative Z8 sports car, and – as an internal consultant – recommended pricing, communication, and positioning strategies.

He joined Allianz Group in 2002, initially reporting to the Group’s CEO, Michael Diekmann, and then taking on various head-office and regional line leadership functions, last as Executive Board member and Director of Underwriting, Marketing and Sales for the UK and Ireland’s leading credit-insurance company, Euler Hermes UK plc. After completing a significant innovation and strategic change program, Lukas left the company to focus on smart cities and mobility.

Lukas was a founding member of TheOScarProject – the world’s first open-source car project and is currently advisor to several urban mobility startups: NEXT Future Transportation Inc., Flock, and Eliport. Lukas is an Instructor at New York University (NYU) and a lecturer at the University of St. Gallen. He holds a Bachelor’s Degree in Science and Technology Studies from Cornell University, and an MBA from New York University’s Stern School of Business. Lukas has written three books, “The Mobility Revolution” (2015), “Corporate Mobility Breakthrough” (2016), and “Smart Cities, Smart Mobility” (2017), which is available in four languages.

Lukas Neckermann

is Managing Director at Neckermann Strategic Advisors, a consultancy with a focus on new mobility trends and their strategic impact. He is also COO of the mobility scale-up, Splyt Technologies.

Lukas has 20 years of leadership experience in automotive, media, and financial services.

After beginning his career at a small commercial radio station in Ithaca, NY, Lukas joined BMW in Munich. Working in BMW’s Central Marketing area, he co-developed the first BMW.com website, helped launch the innovative Z8 sports car, and – as an internal consultant – recommended pricing, communication, and positioning strategies.

He joined Allianz Group in 2002, initially reporting to the Group’s CEO, Michael Diekmann, and then taking on various head-office and regional line leadership functions, last as Executive Board member and Director of Underwriting, Marketing and Sales for the UK and Ireland’s leading credit-insurance company, Euler Hermes UK plc. After completing a significant innovation and strategic change program, Lukas left the company to focus on smart cities and mobility.

Lukas was a founding member of TheOScarProject – the world’s first open-source car project and is currently advisor to several urban mobility startups: NEXT Future Transportation Inc., Flock, and Eliport. Lukas is an Instructor at New York University (NYU) and a lecturer at the University of St. Gallen. He holds a Bachelor’s Degree in Science and Technology Studies from Cornell University, and an MBA from New York University’s Stern School of Business. Lukas has written three books, “The Mobility Revolution” (2015), “Corporate Mobility Breakthrough” (2016), and “Smart Cities, Smart Mobility” (2017), which is available in four languages.

Sandy Rattray

is Chief Investment Officer of Man Group and a member of the Man Group Executive Committee. He is also a member of the Man Group Responsible Investment Committee. He was previously CEO of Man AHL from 2013 to 2017, and CIO of Man Systematic Strategies from 2010 to 2013.

Before joining Man Group in 2007, Sandy spent 15 years at Goldman Sachs where he was a Managing Director in charge of the Fundamental Strategy Group. He also ran Equity Derivatives Research at Goldman Sachs in London and New York.

Sandy is a co-inventor of the VIX index. He is a board director of MSCI Inc and sits on the MSCI Advisory Council and the Jesus College Cambridge investment committee. Sandy is a governor of the Southbank Centre in London and is a founding patron of the London Cycling Campaign.

He holds a Master’s Degree in Natural Sciences and Economics from the University of Cambridge and a Licence Spéciale from the Université Libre de Bruxelles.

Sandy Rattray

is Chief Investment Officer of Man Group and a member of the Man Group Executive Committee. He is also a member of the Man Group Responsible Investment Committee. He was previously CEO of Man AHL from 2013 to 2017, and CIO of Man Systematic Strategies from 2010 to 2013.

Before joining Man Group in 2007, Sandy spent 15 years at Goldman Sachs where he was a Managing Director in charge of the Fundamental Strategy Group. He also ran Equity Derivatives Research at Goldman Sachs in London and New York.

Sandy is a co-inventor of the VIX index. He is a board director of MSCI Inc and sits on the MSCI Advisory Council and the Jesus College Cambridge investment committee. Sandy is a governor of the Southbank Centre in London and is a founding patron of the London Cycling Campaign.

He holds a Master’s Degree in Natural Sciences and Economics from the University of Cambridge and a Licence Spéciale from the Université Libre de Bruxelles.

Exclusive Sponsor

Ninety One

Established in South Africa in 1991, as  an independent, active global asset manager, Ninety One learned the importance of recognising and embracing change and uncertainty.

It’s also given us a different perspective on the issues that matter – from how we invest sustainably, to the major thematic and structural challenges facing investors. Because of its heritage Ninety One knows that active investing can be a force for good.

Today we offer distinctive investment strategies spanning equities, fixed income, multi-asset and alternatives.

Ninety One manages EUR 161.9 billion in assets (as at June 30, 2021) for institutional and private investors across the globe.

With our founding leadership still in place, we are well positioned to offer stability and a long-term outlook.

Contact: Maik Fechner, Phone: +49 69 71 58 59 02, www.ninetyone.com

Premium Sponsors

BIT Capital

With BIT Global Internet Leaders, BIT Capital manages one of the best-performing funds in Europe over the past three years. The Berlin-based asset manager focuses on the tech winners of tomorrow. The investment strategy aims for sustainable growth. Investments are made on the hypothesis that only a small number of technology companies will achieve a dominant market position in the long term. The team of BIT Capital is built of asset management experts, digital entrepreneurs, and software developers. In addition to industry-specific fundamental analysis with quantitative valuation models, alternative data sources combined with in-house developed software tools are used to support investment decisions.

Contact: Denny Schlawer, Phone: +49 177 209 15 89,
www.bitcap.com

CAPITAL GROUP

Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers, with over USD 2.3 trillion of assets under management. Investment management is our only business. Throughout our history of 90 years, our aim has always been to deliver superior, consistent results for long-term investors. The stability of our privately owned organisation and our singular investment focus have enabled us to maintain a long-term perspective throughout the decades. We believe this helps to align our goals with the interests of our clients. Our active investment process is designed to enable individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making. Fundamental proprietary research provided by our global network of over 400 experienced investment analysts forms the backbone of our approach.

Contact: Henning Busch, Phone: +49 69 509 54 05 05 10, www.thecapitalgroup.com/europe

MainFirst Asset Management

MainFirst Asset Management is an independent European multi-investment boutique with an active management approach. The firm manages mutual funds and individual special mandates. With its multi-boutique approach it focuses on investment strategies in the selected asset classes equities, fixed income and multi-asset. Experienced portfolio management teams with long-standing track records develop strategies with a high active share and individual investment processes. The firm thus combines the expertise and flexibility of focused investment teams with the strengths and clearly defined processes of a broad-based international platform.
Contact: Marco Seminerio, Phone: +49 69 78 80 81 42,
www.mainfirst-invest.com

Schroders

For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. We are a global business managed locally, present in 37 countries with over 5,500 employees, including more than 750 investment professionals. We offer investors access to a wide range of asset classes ranging from traditional equities and bonds and advanced multi-asset solutions to alternative investment opportunities such as private equity, all backed up by acute in-house research. We are responsible for EUR 641.7 billion (as at December 31, 2020) of assets (including EUR 50.2 billion of private assets) for our clients who trust us to deliver sustainable returns.

Contact: Carlos Böhles, Phone: +49 69 975 71 72 25,
www.schroders.de

Don’t miss the opportunity to benefit from this event.

Menu