25th Annual Portfolio Management Conference:
Fresh Perspectives for Institutional Investment in a Fragile Environment


First Day of Conference: September 27th, 2022

Module 1: Prospects for the Markets in Times of Inflation and Geopolitical Tensions

  • Growth and inflation: Should we expect bigger swings and shorter cycles?
  • Which trends are likely to change the global economy and the markets in the long term?
  • What do these developments mean for the different asset classes?
  • What opportunities arise for active investors who can cope with change, and what risks should be kept in mind?
  • What causes and drivers of price increases can be diagnosed?
  • What is the central banks’ toolbox for containing inflation?
  • What are the consequences of the inflation environment for asset allocation?
  • Is the end of the outperformance of growth stocks by monetary policy sealed?
  • How sustainable is the burst of non-transitory inflation?
  • Structural headwinds on long-term real returns: How can investors prepare against the three critical long-horizon issues?
  • How should investors set their expectations for the future in a zero-yield world with frothy equity valuations?
  • Are there any compelling bargains today for the long-term patient investor?
  • The nature of bubbles: How can one identify bubbles and anti-bubbles in real-time?
  • Are growth stocks a bubble and is it now over?

Module 2: Understanding China – What Investors Should Be Prepared For

  • How does China’s rise influence the geopolitical balance of power?
  • How does the conflict between China and the USA affect geopolitics in the 21st century?
  • What internal risks does China face?
  • What are the dangers of decoupling for prosperity and peace?
  • Has “Change through Trade” failed?
  • Is deglobalization of supply chains and deglobalization of financial flows equally relevant?
  • Will Chinese savings stay in China, American savings stay in the USA and German savings stay in Germany?
  • What effects of financial flow deglobalization do we already see in the markets and what can we expect?
  • Against the new deglobalization backdrop, how should investors deploy capital?

Module 3: Present Approaches for Institutional Investors

  • The difficulty of being contrarian: Behavioral and agency
  • Excessive valuation, growth rates and competition
  • The return drivers of value and growth companies
  • The merits of contrarian strategies and the dangers of chasing past performance
  • Why most tips on calming down & recovering are useless
  • Scientific evidence why strategic recovery is the only way to go through life with 100% energy and power
  • What happens when we ignore the topic recovery – examples from everyday coaching life
  • How we significantly improve our sleep recovery and daytime energy levels with deep sleep densification – without sleeping 1 minute longer!
  • 3 quick win recovery strategies that quickly boost our energy, performance and health

Second Day of Conference: September 28th, 2022

Module 4: The Changing World – Opportunities and Risks for Institutional Investment

  • The path towards a more sustainable European energy system
  • How will technological and economic factors influence the pace and direction of this transition?
  • What challenges in storage and seasonality currently limit the adoption of renewables?
  • What could a ‘Just Transition’ look like?
  • How can investors influence this transition through asset allocation, portfolio strategy and corporate engagement?
  • Why is now the right time to focus on disruptive innovation?
  • How can investors identify investable innovation platforms?
  • What are examples of problems that innovation has solved, and why will the solutions continue to scale?
  • Why does innovation deserve a strategic allocation in investor portfolios?

Module 5: New Ideas for Active Bond Management

  • New Monetary and Fiscal Landscape in 2022 and Beyond
  • How does Inflation Evolve Globally?
  • What are the New Geo-Political Paradigms?
  • Opportunities and Risks in Emerging Markets
  • How the World Emerges and Navigates New Political & Economic Paradigms
  • Duration, Credit, Currency: Where does active management make sense?
  • In which fixed income segments are active managers really successful?
  • What are the characteristics of sustainable successful fixed income strategies?
  • Alpha or beta: How can “black sheep” be identified?
  • What investors should consider when designing the mandate profile

Module 6: ESG and Other Challenges for Institutional Investment

  • Risk management 2022: (How) can capital market risks be sensibly hedged?
  • What influence do geopolitical upheavals have on the direction of investments?
  • To what extent are rising inflation rates and interest rate changes reflected in asset allocation?
  • The path to more sustainability: How are investments adjusted with regard to ESG?
  • How are active and passive approaches used in the context of investments?
  • What role do illiquid asset classes play in asset allocation today and in the future?
  • How do investors incorporate ESG preferences into their portfolio?
  • How can investors jointly optimize expected returns, risk, and ESG in a simple way?
  • When does ESG raise vs. lower returns?
  • Is it a mistake to pursue ESG investing even if it does not raise returns?
  • Can ESG investing mitigate risk?

Use the expert knowledge, register now!

Anniversary Speaker

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 170 billion in assets (as at March 31, 2022) 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


CANDRIAM stands for “Conviction AND Responsibility In Asset Management” and is a European multi-specialist asset manager. A pioneer and leader in sustainable investments since 1996, CANDRIAM manages around EUR 150 billion of assets under management* with a team of more than 600 professionals. It operates management offices in Luxembourg, Brussels, Paris, and London, and has client representatives in more than 20 countries throughout continental Europe, the United Kingdom, the United States and the Middle East. CANDRIAM offers investment solutions in several key areas: bonds, equities, absolute performance strategies, and asset allocation, with a broad and innovative range of ESG strategies covering all its asset classes.

CANDRIAM is a New York Life Company. New York Life Investments** ranks among the world’s largest asset managers***.

*As of 30 June 2021.  Assets under management (AUM) includes assets which do not fall within the U.S. Securities and Exchange Commission’s definition of ‘regulatory AUM’ in Form ADV, Part 1A.

**New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary New York Life Investment Management LLC. New York Life Investment Management LLC is a wholly-owned indirect subsidiary of New York Life Insurance Company
***Source: New York Life Investments ranked 27th among the world’s largest money managers within Pensions & Investments, June 2021. Rankings are based on total worldwide institutional assets under management for the year-end 2020. New York Life Investments assets include assets of affiliated investment advisors

Contact: Azhar Cheema, Phone: +49 69 269 19 03 02, www.candriam.com


Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers, with over USD 2.7 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 is an independent European multi-investment boutique with an active management approach. The company manages its own mutual as well as special funds in the following asset classes: equities, bonds, and multi-asset. The Portfolio Management teams act independently in the implementation of their investment ideas and consistently follow their respective investment strategies and philosophies. This approach, combined with an authentic corporate culture, provides the optimal basis for generating alpha and creating long-term value for our investors. Sustainability aspects are explicitly incorporated into all MainFirst funds and are fully integrated into the decision-making process for active security selection. In this way, the company combines the expertise and flexibility of focused investment teams with the strengths and clearly defined processes of a broad-based international platform.

Contact: Anastassia Engel, Phone: +49 69 719 14 24 08, www.mainfirst.com

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