4 and 5 June 2019

Day 1: Tuesday, 4 June 2019

Moderation:
Prof. Dr. Lutz Johanning, WHU, Vallendar, Germany
Dr. Jochen Kleeberg, alpha portfolio advisors, Kronberg im Taunus, Germany

8:00 Registration
8:45 Opening remarks
 

Module 1: Prosepcts for the Global Economy, Europe and the Capital Markets

9:00 Der Euro – eine stabile Währung für die Zukunft

Prof. Dr. Dr. h.c. mult. Otmar Issing, cfs Institut, Frankfurt am Main, Germany
 

10:00 2 Strategen, 2 Meinungen: 10 Jahre Hausse – was nun?

Dr. Elga Bartsch, BlackRock, London, UK
Dr. Jan Hatzius, Goldman Sachs, New York, USA
 

11:00 Networking break and refreshments
 

Module 2: Topical Key Issues for Institutional Capital Investments

11:30 Streitgespräch Value vs. Growth

Dr. Jens Ehrhardt, DJE, Pullach
Henning Gebhardt, Berenberg, Frankfurt am Main
Thomas Meier, MainFirst, Frankfurt am Main
 

12:15 Lunch
 

13:45 Mastering the Market Cycle: Getting the Odds on Your Side

Howard Marks, Oaktree Capital, Los Angeles, USA
 

14:45 Ist Momentum tot?

Dr. Thomas Zimmerer, Allianz Global Investors, New York, USA
 

15:45 Networking break and refreshments
 

Module 3: Challenges for investors in a world of (geo-) political uncertainty

16:15 The Danger of Geopolitical Risks – Perspectives from an ex-CIA officer

David Bridges, ex-CIA-Officer / Fidelity Investments, Washington, USA
 

17:15 Geopolitical Outlook: Are You Ready For “Maximum Pressure“?

Matt Gertken, BCA Research, Montreal, Kanada
 

18:00 Networking reception

19:00 Evening event with Burkhard Augustin Hase – magician & illusionist

---

 

Day 2: Wednesday, 5 June 2019

Moderation:
Prof. Dr. Lutz Johanning, WHU, Vallendar, Germany
Dr. Jochen Kleeberg, alpha portfolio advisors, Kronberg im Taunus, Germany

8:00 Registration
8:50 Opening remarks
 

Module 4: The World of Tomorrow – Trends and New Topics for Investing

9:00 The Abnormal is the New Normal – the Credit Market in an Improbable World

George Muzinich, Muzinich & Co, New York, U.S.A.
 

9:45 Is Technology the Seed for the Next Crisis?

Prof. Campbell Harvey, Duke University, Durham, USA
 

10:45 Networking break and refreshmentsn
 

11:15 Vorbereitung auf das digitale Zeitalter: Förderung von Innovation in bestehenden Unternehmen

Prof. Saikat Chaudhuri, The Wharton School, Pennsylvania, USA
 

12:15 Lunch
 

Module 5: ESG-Investing – The Future of Institutional Investment?

13:45 Physical Climate Change Risk – What does it mean for Investors?

Michael Lewis, DWS, London, UK
 

14:30 Podiumsdiskussion: Integration von Nachhaltigkeit in den Investmentprozess – welche Sichtweise haben Investoren?

Gregor Asshoff, SOKA Bau, Wiesbade, Germanyn
Dr. Oliver Lang, Kirchliche Zusatzversorgungskasse des Verbandes der Diözesen Deutschlands (KZVK), Köln, Germany
Anja Mikus, Fonds zur Finanzierung der kerntechnischen Entsorgung, Berlin, Germany
 

15:30 End of conference and farewll to participants