Our Anniversary Speaker

Rob Arnott

is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership with some of the world’s premier financial institutions. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client facing activities. With Chris Brightman, he is co-portfoliomanager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.

In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights. Using a unique business model, Research Affiliates delivers investment solutions globally in partnership with leading financial institutions. Rob served as chairman and CEO from 2002 to 2018.

Prior to establishing Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built up the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

Rob has published more than 130 articles in such journals as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

Rob Arnott received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.

Rob Arnott

is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership with some of the world’s premier financial institutions. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client facing activities. With Chris Brightman, he is co-portfoliomanager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.

In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights. Using a unique business model, Research Affiliates delivers investment solutions globally in partnership with leading financial institutions. Rob served as chairman and CEO from 2002 to 2018.

Prior to establishing Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built up the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

Rob has published more than 130 articles in such journals as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

Rob Arnott received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.

Frank Egermann

is Board Member and CFO of BVV, a role he assumed in 2021. He joined BVV at the beginning of 2004 as Head of Portfolio Management. Frank overseas the investment approach and portfolio management of BVV Group with AuM of about 35bn EUR. He gained experience in financial markets and asset management in different areas of Bankgesellschaft Berlin AG, lately as Head of Portfolio Management of the asset management subsidiary. He earned a degree in business administration from the University of Cologne.

Frank Egermann

is Board Member and CFO of BVV, a role he assumed in 2021. He joined BVV at the beginning of 2004 as Head of Portfolio Management. Frank overseas the investment approach and portfolio management of BVV Group with AuM of about 35bn EUR. He gained experience in financial markets and asset management in different areas of Bankgesellschaft Berlin AG, lately as Head of Portfolio Management of the asset management subsidiary. He earned a degree in business administration from the University of Cologne.

Joachim Fels

is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO’s Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy. He has 34 years of macro research experience and holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy; a master’s degree in economics from Universität des Saarlandes in Saarbrücken, Germany; and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.

Joachim Fels

is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO’s Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy. He has 34 years of macro research experience and holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy; a master’s degree in economics from Universität des Saarlandes in Saarbrücken, Germany; and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.

 

Louis-Vincent Gave

is Founding Partner and Chief Executive Officer of Gavekal.

After receiving his bachelor’s degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. A couple of years later, he left the army and joined Paribas as a financial analyst – first in Paris then in Hong Kong.

In 1999, Louis launched Gavekal with Charles Gave and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth and that, consequently, Gavekal needed to offer its clients more information, and more ideas, relating to Asia.

Louis has written seven books. The latest, Avoiding the Punch was published in August 2021.

He is the non-executive chairman of ROBO Global LLC (the manager of the ROBO.US ETF, one of the largest robotics dedicated ETFs). He is also a non-executive director at Evergreen Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits on the visiting board of Trinity College in Duke University.

In his spare time, Louis likes to spend time on the rugby pitch, whether in Hong Kong (where he plays for Valley RFC), or in France. He is the owner and Chairman of the Biarritz Olympique Pays Basque, a French Top 14 rugby club which is one of the historically more successful clubs in French rugby.

Louis speaks English and French. He spent many hours studying Mandarin and Spanish, which he once spoke decently. He is married with two sons and two daughters.

Louis-Vincent Gave

is Founding Partner and Chief Executive Officer of Gavekal.

After receiving his bachelor’s degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. A couple of years later, he left the army and joined Paribas as a financial analyst – first in Paris then in Hong Kong.

In 1999, Louis launched Gavekal with Charles Gave and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth and that, consequently, Gavekal needed to offer its clients more information, and more ideas, relating to Asia.

Louis has written seven books. The latest, Avoiding the Punch was published in August 2021.

He is the non-executive chairman of ROBO Global LLC (the manager of the ROBO.US ETF, one of the largest robotics dedicated ETFs). He is also a non-executive director at Evergreen Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits on the visiting board of Trinity College in Duke University.

In his spare time, Louis likes to spend time on the rugby pitch, whether in Hong Kong (where he plays for Valley RFC), or in France. He is the owner and Chairman of the Biarritz Olympique Pays Basque, a French Top 14 rugby club which is one of the historically more successful clubs in French rugby.

Louis speaks English and French. He spent many hours studying Mandarin and Spanish, which he once spoke decently. He is married with two sons and two daughters.

Dr. Marc-André Göricke

is a senior consultant at alpha portfolio advisors where he engages in the systematic selection of managers for the asset classes equities, fixed income, and absolute return. Previously, he was a research associate at the chair of Prof. Dr. Alexander Kempf at the University of Cologne and a member of the Centre for Financial Research (CFR), Cologne. He received his doctorate (summa cum laude) for his thesis on returns to human capital in asset management. Part of his research has been accepted for publication in “The Review of Financial Studies”, one of the premier academic finance journals. He studied finance and accounting at the university of Mainz and at UNSW, Sydney.

Dr. Marc-André Göricke

is a senior consultant at alpha portfolio advisors where he engages in the systematic selection of managers for the asset classes equities, fixed income, and absolute return. Previously, he was a research associate at the chair of Prof. Dr. Alexander Kempf at the University of Cologne and a member of the Centre for Financial Research (CFR), Cologne. He received his doctorate (summa cum laude) for his thesis on returns to human capital in asset management. Part of his research has been accepted for publication in “The Review of Financial Studies”, one of the premier academic finance journals. He studied finance and accounting at the university of Mainz and at UNSW, Sydney.

Michael Hasenstab, Ph.D.

is executive vice president and chief investment officer for Templeton Global Macro, which conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Dr. Hasenstab is a portfolio manager for a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund.

Dr. Hasenstab is economic advisor to the CEO of Franklin Resources, Inc., providing his perspective and insight through the lens of Templeton Global Macro. In addition, he is a member of Franklin Resources’ executive committee, a small group of the company’s top leaders responsible for shaping the firm’s overall strategy.

Dr. Hasenstab has received numerous industry awards and accolades throughout his investment career. Over the last decade, the funds that he and his team manage have collectively received more than 400 awards from various rating agencies globally, including Lipper and Morningstar. In addition, various publications have recognized Dr. Hasenstab’s investment expertise including, most recently, his being named one of Forbes’ Money Masters of 2015. Investment Week named him Global Bond Manager of the Year in 2008, 2010 and 2011 and recognized him as one of the most influential fund managers in 2010. Morningstar awarded him Fixed Income Manager of the Year in Canada in 2013 and Fund Manager of the Year in the U.S. in 2010. In 2011 and 2012, he was highlighted as one of the most influential young people in business in Fortune’s 40 under 40.

Dr. Hasenstab initially joined Franklin Templeton Investments in July 1995. After a leave of absence to obtain his doctor of philosophy (Ph.D.) degree, he rejoined the company in April 2001. He has worked and traveled extensively abroad, with a special focus on Asia.

Dr. Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University, a master’s degree in economics of development from the Australian National University, and a B.A. in international relations/political economy from Carleton College in the United States.

Michael Hasenstab, Ph.D.

is executive vice president and chief investment officer for Templeton Global Macro, which conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Dr. Hasenstab is a portfolio manager for a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund.

Dr. Hasenstab is economic advisor to the CEO of Franklin Resources, Inc., providing his perspective and insight through the lens of Templeton Global Macro. In addition, he is a member of Franklin Resources’ executive committee, a small group of the company’s top leaders responsible for shaping the firm’s overall strategy.

Dr. Hasenstab has received numerous industry awards and accolades throughout his investment career. Over the last decade, the funds that he and his team manage have collectively received more than 400 awards from various rating agencies globally, including Lipper and Morningstar. In addition, various publications have recognized Dr. Hasenstab’s investment expertise including, most recently, his being named one of Forbes’ Money Masters of 2015. Investment Week named him Global Bond Manager of the Year in 2008, 2010 and 2011 and recognized him as one of the most influential fund managers in 2010. Morningstar awarded him Fixed Income Manager of the Year in Canada in 2013 and Fund Manager of the Year in the U.S. in 2010. In 2011 and 2012, he was highlighted as one of the most influential young people in business in Fortune’s 40 under 40.

Dr. Hasenstab initially joined Franklin Templeton Investments in July 1995. After a leave of absence to obtain his doctor of philosophy (Ph.D.) degree, he rejoined the company in April 2001. He has worked and traveled extensively abroad, with a special focus on Asia.

Dr. Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University, a master’s degree in economics of development from the Australian National University, and a B.A. in international relations/political economy from Carleton College in the United States.

PD Dr. Volker Heinke

is CEO of EZVK in Darmstadt. He is responsible for Asset Management, Accounting, Risk Management, HR, IT and Internal Audit. He is deputy chief of the supervisory board of KD-Bank e.G. and member of the supervisory board of VKPB in Dortmund. Until 2020 he was member of the boards of Provinzial Rheinland Insurance Group as CFO and chief sales officer for savings banks. He was also member of several supervisory boards of the group affiliates. Until August 2015 he was CFO of LVM Insurance and deputy chief of the supervisory board of Augsburger Aktienbank AG. Until October 2011 he was CFO of Church Pension Funds KZVK/VKPB in Dortmund and until end of 2006 he was a director of Provinzial NordWest Holding AG responsible for ALM/SAA/Asset Management-Controlling of the insurance group. He holds a PhD from the University of Muenster and habilitated at the University of Augsburg and since 2014 he teaches at the Center of Finance from the University of Muenster.

PD Dr. Volker Heinke

is CEO of EZVK in Darmstadt. He is responsible for Asset Management, Accounting, Risk Management, HR, IT and Internal Audit. He is deputy chief of the supervisory board of KD-Bank e.G. and member of the supervisory board of VKPB in Dortmund. Until 2020 he was member of the boards of Provinzial Rheinland Insurance Group as CFO and chief sales officer for savings banks. He was also member of several supervisory boards of the group affiliates. Until August 2015 he was CFO of LVM Insurance and deputy chief of the supervisory board of Augsburger Aktienbank AG. Until October 2011 he was CFO of Church Pension Funds KZVK/VKPB in Dortmund and until end of 2006 he was a director of Provinzial NordWest Holding AG responsible for ALM/SAA/Asset Management-Controlling of the insurance group. He holds a PhD from the University of Muenster and habilitated at the University of Augsburg and since 2014 he teaches at the Center of Finance from the University of Muenster.

Dr. Philipp Hildebrand

is Vice Chairman of BlackRock and a member of the firm’s Global Executive Committee. He also oversees the BlackRock Investment Institute (BII) and BlackRock Sustainable Investing (BSI).

Mr. Hildebrand joined BlackRock in 2012. Prior to that, he served as Chairman of the Governing Board of the Swiss National Bank (SNB). In that capacity, he was also a Director of the Bank for International Settlements (BIS), the Swiss Governor of the International Monetary Fund (IMF) and a member of the Financial Stability Board (FSB), of which the Leaders of the G20 appointed him Vice Chairman in 2011. He was also Chairman of the Administrative Committee of the Board of Directors of the BIS, and part of the Steering Committee and the Plenary of the Financial Stability Board (FSB). Previously, Mr. Hildebrand was Chief Investment Officer of a Swiss private bank and a partner at Moore Capital Management in London.

Mr. Hildebrand is a Trustee of the British Museum, a member of the Group of Thirty and an Honorary Fellow of Lincoln College, Oxford. He sits on the International Advisory Board of Oxford University’s Blavatnik School of Government and the International Leadership Council for Europe for the University of Toronto. He is a Chevalier de L’Ordre National du Mérite (France).

Mr. Hildebrand earned a BA from the University of Toronto, an MA from the Graduate Institute of International Studies in Geneva, and a DPhil from the University of Oxford.

Dr. Philipp Hildebrand

is Vice Chairman of BlackRock and a member of the firm’s Global Executive Committee. He also oversees the BlackRock Investment Institute (BII) and BlackRock Sustainable Investing (BSI).

Mr. Hildebrand joined BlackRock in 2012. Prior to that, he served as Chairman of the Governing Board of the Swiss National Bank (SNB). In that capacity, he was also a Director of the Bank for International Settlements (BIS), the Swiss Governor of the International Monetary Fund (IMF) and a member of the Financial Stability Board (FSB), of which the Leaders of the G20 appointed him Vice Chairman in 2011. He was also Chairman of the Administrative Committee of the Board of Directors of the BIS, and part of the Steering Committee and the Plenary of the Financial Stability Board (FSB). Previously, Mr. Hildebrand was Chief Investment Officer of a Swiss private bank and a partner at Moore Capital Management in London.

Mr. Hildebrand is a Trustee of the British Museum, a member of the Group of Thirty and an Honorary Fellow of Lincoln College, Oxford. He sits on the International Advisory Board of Oxford University’s Blavatnik School of Government and the International Leadership Council for Europe for the University of Toronto. He is a Chevalier de L’Ordre National du Mérite (France).

Mr. Hildebrand earned a BA from the University of Toronto, an MA from the Graduate Institute of International Studies in Geneva, and a DPhil from the University of Oxford.

Prof. Dr. Lutz Johanning

holds the Chair of Empirical Capital Market Research at the WHU – Otto Beisheim School of Management in Vallendar, Germany since 2007. Professor Johanning’s research interests are in the areas empirical capital market research, best execution, cost and risk transparency, as well as emotional finance. Since January 2015 he is a member of the Consultative Expert Group, which advices the European Securities and Markets Authority (ESMA), European Banking Authority (EBA), and European Insurance and Occupational Pensions Authority (EIOPA) within the realization of the regulations of the Packaged Retail‐ and Insurance‐based Investment Products(PRIIPs). Since December 2012 Lutz Johanning is the Deputy Chairman of the Supervisory Board of vwd AG (Vereinigte Wirtschaftsdienste). In addition he is a co‐founder and member of the supervisory board of EDG and XTP, two companies which analyze costs and risks of investment products. Furthermore, he is a member of the Exchange Council of Eurex Deutschland and a member of the following German Advisory Boards: Verband unabhängiger Vermögensverwalter e.V. (VuV), Frankfurt/Main, Deutscher Derivate Verband (DDV), European Finance Forum (EFF).

Prof. Dr. Lutz Johanning

holds the Chair of Empirical Capital Market Research at the WHU – Otto Beisheim School of Management in Vallendar, Germany since 2007. Professor Johanning’s research interests are in the areas empirical capital market research, best execution, cost and risk transparency, as well as emotional finance. Since January 2015 he is a member of the Consultative Expert Group, which advices the European Securities and Markets Authority (ESMA), European Banking Authority (EBA), and European Insurance and Occupational Pensions Authority (EIOPA) within the realization of the regulations of the Packaged Retail‐ and Insurance‐based Investment Products(PRIIPs). Since December 2012 Lutz Johanning is the Deputy Chairman of the Supervisory Board of vwd AG (Vereinigte Wirtschaftsdienste). In addition he is a co‐founder and member of the supervisory board of EDG and XTP, two companies which analyze costs and risks of investment products. Furthermore, he is a member of the Exchange Council of Eurex Deutschland and a member of the following German Advisory Boards: Verband unabhängiger Vermögensverwalter e.V. (VuV), Frankfurt/Main, Deutscher Derivate Verband (DDV), European Finance Forum (EFF).

Dr. Jochen M. Kleeberg

is founding partner and managing director of alpha portfolio advisors. He is responsible for manager selection. Until the end of 1996 he headed the German office of Barra International where he had been employed since 1991. Dr Kleeberg studied business administration at the University of Münster where he also earned his doctor’s degree in finance. He is a frequent speaker at industry conferences as well as seminars and is also co-editor of four handbooks all published by Uhlenbruch Verlag: “Hedge Funds” (2005), “Asset Allocation” (2003), “Portfolio Management” (2002) and “Spezialfonds” (2000).

Dr. Jochen M. Kleeberg

is founding partner and managing director of alpha portfolio advisors. He is responsible for manager selection. Until the end of 1996 he headed the German office of Barra International where he had been employed since 1991. Dr Kleeberg studied business administration at the University of Münster where he also earned his doctor’s degree in finance. He is a frequent speaker at industry conferences as well as seminars and is also co-editor of four handbooks all published by Uhlenbruch Verlag: “Hedge Funds” (2005), “Asset Allocation” (2003), “Portfolio Management” (2002) and “Spezialfonds” (2000).

Prof. em. Josef Lakonishok, Ph.D.

is a Founding Partner, CEO and CIO of LSV Asset Management. Dr. Lakonishok has more than 40 years of investment and research experience.

Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign.  Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia.

Dr. Lakonishok is one of the top contributors to major financial journals and has published more than 80 articles.  His research covers such diverse areas as analyst forecasts, execution cost measurement, performance evaluation, momentum strategies, fundamental valuation, seasonalities in stock returns, and share repurchases.

Dr. Lakonishok’s work has received many awards, including the Roger F. Murray Award for the paper “Contrarian Investment, Extrapolation, and Risk,” written with Drs. Shleifer and Vishny, and the American Association of Individual Investors Award for the article “Fundamentals and Stock Returns in Japan,” written with Drs. Louis K. C. Chan and Yasushi Hamao.

Dr. Lakonishok received a B.A. in Economics and Statistics from Tel Aviv University in 1970 and an M.B.A. from that university in 1972.  He earned an M.S. in Business Administration in 1974 and a Ph.D. in Business Administration in 1976 from Cornell University.

Prof. em. Josef Lakonishok, Ph.D.

is a Founding Partner, CEO and CIO of LSV Asset Management. Dr. Lakonishok has more than 40 years of investment and research experience.

Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign.  Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia.

Dr. Lakonishok is one of the top contributors to major financial journals and has published more than 80 articles.  His research covers such diverse areas as analyst forecasts, execution cost measurement, performance evaluation, momentum strategies, fundamental valuation, seasonalities in stock returns, and share repurchases.

Dr. Lakonishok’s work has received many awards, including the Roger F. Murray Award for the paper “Contrarian Investment, Extrapolation, and Risk,” written with Drs. Shleifer and Vishny, and the American Association of Individual Investors Award for the article “Fundamentals and Stock Returns in Japan,” written with Drs. Louis K. C. Chan and Yasushi Hamao.

Dr. Lakonishok received a B.A. in Economics and Statistics from Tel Aviv University in 1970 and an M.B.A. from that university in 1972.  He earned an M.S. in Business Administration in 1974 and a Ph.D. in Business Administration in 1976 from Cornell University.

Prof. Lasse H. Pedersen, Ph.D.

is a Principal at AQR Capital Management, where he focuses on research on global investment strategies. He is also a finance professor at Copenhagen Business School and New York University’s Stern School of Business. Lasse has served on the board of the American Finance Association, the Economic Advisory Boards of NASDAQ OMX and FTSE, and the Federal Reserve Bank of New York’s Monetary Policy Panel. Lasse was awarded the Bernácer Prize for the best European economist under 40, the Banque de France-TSE Prize in Monetary Economics and Finance, and an Elite Research Prize to outstanding researchers under 45. His research has been published in leading journals and cited by central bank governors. Lasse has served on the editorial boards of several journals, including The Journal of Finance, and as a research associate at the National Bureau of Economic Research and the Centre for Economic Policy Research. He is the author of Efficiently Inefficient: How Smart Money Invests and Market Prices Are Determined. He earned a B.S. and an M.S. in mathematics-economics from the University of Copenhagen and a Ph.D. in finance from Stanford University.

Prof. Lasse H. Pedersen, Ph.D

is a Principal at AQR Capital Management, where he focuses on research on global investment strategies. He is also a finance professor at Copenhagen Business School and New York University’s Stern School of Business. Lasse has served on the board of the American Finance Association, the Economic Advisory Boards of NASDAQ OMX and FTSE, and the Federal Reserve Bank of New York’s Monetary Policy Panel. Lasse was awarded the Bernácer Prize for the best European economist under 40, the Banque de France-TSE Prize in Monetary Economics and Finance, and an Elite Research Prize to outstanding researchers under 45. His research has been published in leading journals and cited by central bank governors. Lasse has served on the editorial boards of several journals, including The Journal of Finance, and as a research associate at the National Bureau of Economic Research and the Centre for Economic Policy Research. He is the author of Efficiently Inefficient: How Smart Money Invests and Market Prices Are Determined. He earned a B.S. and an M.S. in mathematics-economics from the University of Copenhagen and a Ph.D. in finance from Stanford University.

 

Prof. Dr. Eberhard Sandschneider

held a chair in Chinese politics and international relations at Freie Universität Berlin until October 2020. He serves as a partner of the Berlin based consulting company Berlin Global Advisors.

He graduated from the Saar University in 1981 in English language and literature, classical philology, and political science and wrote his doctoral dissertation on “Military and Politics in the People’s Republic of China 1969-1986”. He was promoted to full professor with a project on “The Stability and Transformation of Political Systems” in 1993.

Between 1995 and 1998, he was Professor of International Relations at the Johannes-Gutenberg Universität in Mainz. After moving to Freie Universität Berlin in October 1998, he was Managing Director of the Freie Universität’s Otto Suhr Institute from October 1999 to March 2001 and served as Dean of the Department of Political and Social Sciences from 2001 to 2003.

Between 2003 and 2016, he was Otto Wolff Director of the Research Institute of the German Council on Foreign Relations (DGAP). Since 2014, he is one of the two Deans of the Bucerius Summer School on Global Governance, Zeit Foundation, Hamburg. In 2020, he joined Berlin Global Advisors (BGA), a Global Risk Consulting Company, as a Partner.

Professor Sandschneider serves as a frequent commentator on TV (ZDF, DW, NTV, Welt, N24), Radio (Deutschlandfunk, HR, RBB, Radio Bremen, SWR) and writes op-eds in German and international newspapers.

His books include Globale Rivalen: Chinas unheimlicher Aufstieg und die Ohnmacht des Westens (Global Rivals: China’s Uncanny Rise and the Helplessness of the West, 2008) and Der erfolgreiche Abstieg Europas: Heute Macht abgeben um morgen zu gewinnen (Europe’s Successful Descent: Giving Away Power Today in Order to Win Tomorrow, 2011).

Prof. Dr. Eberhard Sandschneider

held a chair in Chinese politics and international relations at Freie Universität Berlin until October 2020. He serves as a partner of the Berlin based consulting company Berlin Global Advisors.

He graduated from the Saar University in 1981 in English language and literature, classical philology, and political science and wrote his doctoral dissertation on “Military and Politics in the People’s Republic of China 1969-1986”. He was promoted to full professor with a project on “The Stability and Transformation of Political Systems” in 1993.

Between 1995 and 1998, he was Professor of International Relations at the Johannes-Gutenberg Universität in Mainz. After moving to Freie Universität Berlin in October 1998, he was Managing Director of the Freie Universität’s Otto Suhr Institute from October 1999 to March 2001 and served as Dean of the Department of Political and Social Sciences from 2001 to 2003.

Between 2003 and 2016, he was Otto Wolff Director of the Research Institute of the German Council on Foreign Relations (DGAP). Since 2014, he is one of the two Deans of the Bucerius Summer School on Global Governance, Zeit Foundation, Hamburg. In 2020, he joined Berlin Global Advisors (BGA), a Global Risk Consulting Company, as a Partner.

Professor Sandschneider serves as a frequent commentator on TV (ZDF, DW, NTV, Welt, N24), Radio (Deutschlandfunk, HR, RBB, Radio Bremen, SWR) and writes op-eds in German and international newspapers.

His books include Globale Rivalen: Chinas unheimlicher Aufstieg und die Ohnmacht des Westens (Global Rivals: China’s Uncanny Rise and the Helplessness of the West, 2008) and Der erfolgreiche Abstieg Europas: Heute Macht abgeben um morgen zu gewinnen (Europe’s Successful Descent: Giving Away Power Today in Order to Win Tomorrow, 2011).

 

 

Chris Surel

is a Performance Recovery & Sleep Coach who helps CEO’s, executives, consultants, entrepreneurs and elite athletes around the globe to reach a whole new level of energy, performance, health & success.

In his former life as a tennis player, strategy consultant, corporate executive and e-commerce founder, he had to learn the hard way what it feels like to collapse from success. On his own recovery journey he learned everything about energy management and sustained high performance that he now shares with others.

Chris’ science-based and battle-tested Strategic Performance Recovery System is based on oscillating strategically between high intensity (stress) and low-intensity (recovery) periods to achieve sustained peak performance. His pioneering neuro recovery strategies have made him an in-demand coach, keynote speaker and advisor to high achievers in tech companies, big corporates, the leading consulting and investment firms, sports associations (like the German Football Association DFB) and fast growing start-ups worldwide.

He’s on a mission to energize people and create a world with less red and more sparkling eyes.

Chris Surel

is a Performance Recovery & Sleep Coach who helps CEO’s, executives, consultants, entrepreneurs and elite athletes around the globe to reach a whole new level of energy, performance, health & success.

In his former life as a tennis player, strategy consultant, corporate executive and e-commerce founder, he had to learn the hard way what it feels like to collapse from success. On his own recovery journey he learned everything about energy management and sustained high performance that he now shares with others.

Chris’ science-based and battle-tested Strategic Performance Recovery System is based on oscillating strategically between high intensity (stress) and low-intensity (recovery) periods to achieve sustained peak performance. His pioneering neuro recovery strategies have made him an in-demand coach, keynote speaker and advisor to high achievers in tech companies, big corporates, the leading consulting and investment firms, sports associations (like the German Football Association DFB) and fast growing start-ups worldwide.

He’s on a mission to energize people and create a world with less red and more sparkling eyes.

Jenn-Hui Tan

is Global Head of Stewardship & Sustainable Investing for Fidelity International.

Jenn leads Fidelity’s dedicated team of more than 30 stewardship and sustainable investing analysts and is responsible for providing external and internal leadership on Fidelity’s sustainable investing activities, including strategy and policies on ESG integration, engagement, voting, product and sustainability regulation. He chairs the firm’s Sustainable Investing Operating Committee and is a member of the Investment Management Committee, the Investment Management Leadership Team, the Equity Leadership Team and the Fixed Income Leadership Team.

Jenn joined Fidelity International in 2007 from Norton Rose Fulbright, where he was a corporate finance lawyer advising on capital market and M&A transactions. He holds an LLB Law degree from the University of Durham.

Jenn-Hui Tan

is Global Head of Stewardship & Sustainable Investing for Fidelity International.

Jenn leads Fidelity’s dedicated team of more than 30 stewardship and sustainable investing analysts and is responsible for providing external and internal leadership on Fidelity’s sustainable investing activities, including strategy and policies on ESG integration, engagement, voting, product and sustainability regulation. He chairs the firm’s Sustainable Investing Operating Committee and is a member of the Investment Management Committee, the Investment Management Leadership Team, the Equity Leadership Team and the Fixed Income Leadership Team.

Jenn joined Fidelity International in 2007 from Norton Rose Fulbright, where he was a corporate finance lawyer advising on capital market and M&A transactions. He holds an LLB Law degree from the University of Durham.

Cathie Wood

registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

Cathie Wood

registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

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