Sobald das Programm für 2020 finalisiert wurde, stellen wir Ihnen hier die ReferentInnen für die 23. Jahrestagung Portfoliomanagement vor.



Speaker 2019

Gregor Asshoff
Gregor Asshoff joined SOKA-BAU as Executive Board Member in 2015. SOKA-BAU is the common name of the Holiday & Wage Equalisation Fund and the Pension Fund of the German Construction Industry. Together, the two institutions have more than 10 Billion Euros in assets under management. Gregor graduated with a degree in law from Johann Wolfgang Goethe-University in Frankfurt/M. before joining SOKA-BAU as legal consultant and then to establish the Holiday Scheme for Posted Workers. Since 1998, Gregor worked for the federal executive board of the Construction, Agricultural and Environmental Employees’ Union (IG BAU) as chief legal advisor, head of the department for Policy and Fundamental Issues and since 2007 additionally as secretary of the executive board. During this time, he served as Executive Board Member of the Funds for the German Painting and Varnishing Trade with responsibility for the Funds’ asset management. Gregor has been a member of various supervisory boards, including HOCHTIEF AG since 2009, as deputy chair from 2013 to 2016. He has published widely on the topics of labour law, union and social policy in various handbooks as well as journals and has authored three books.


Dr. Elga Bartsch
Dr. Elga Bartsch is Managing Director, Head of Economic and Markets Research of the BlackRock Investment Institute.

Elga heads up economic and markets research of the Blackrock Investment Institute (BII). BII provides connectivity between BlackRock’s portfolio managers, originates economic and market research and publishes insights. Prior to joining BlackRock, Dr Bartsch was Global Co-Head of Economics and Chief European Economist at Morgan Stanley in London. She started her career as a research associate at the Kiel Institute for the World Economy, a large German economic think-tank where she worked at the President’s office and managed the Advanced Studies in International Economic Policy Research, a post-graduate program in international macroeconomics. Dr Bartsch has more than 20 years of macro research experience and is a member of the ECB Shadow Council and a trustee of the IFO Institute for economic research. She also served on and chaired the Economic and Monetary Policy Committee of the German Banking Association. Having studied at the University of Hannover and the London School of Economics, Elga graduated with a Master’s degree from Kiel University where she subsequently also completed a PhD.


David Bridges
David Bridges is a research analyst at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Mr. Bridges provides expert geopolitical assessment to Fidelity investors. Prior to joining Fidelity in 2012, Mr. Bridges served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service. He retired from the CIA in 2011. At the time of his retirement, he was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe. Over the course of his career, Mr. Bridges held a number of critical positions, to include executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans, operational command of all CIA offensive and defensive counterintelligence operations worldwide, and several assignments as chief of station. In recognition of his outstanding work, he received CIA’s Distinguished Career Intelligence Medal, the George Bush Award for Excellence in Counterterrorism, the Donovan Award (the Clandestine Service’s highest honor), and several Director of Central Intelligence Meritorious Unit Citations. Prior to joining CIA, Mr. Bridges spent five years working for a peacekeeping force in the Middle East. He has been in the financial industry since 2012. Mr. Bridges earned his bachelor’s degree with high honors from Dartmouth College and his master’s degree from the University of Chicago’s Center for Middle Eastern Studies. He speaks five languages.


Prof. Saikat Chaudhuri
Saikat Chaudhuri is Executive Director of the Mack Institute for Innovation Management at the Wharton School, a research institute distinguished by a dual focus on academic thought leadership and industry impact.
Prof. Chaudhuri recently served as the interim director of the Jerome Fisher Program in Management and Technology (M&T) at the University of Pennsylvania. He is an alumnus of the M&T program, from which he earned his BS and BSE in 1997. He received a Master's degree from Stanford University and a Doctoral degree from Harvard University.
Prof. Chaudhuri has served on the Wharton School faculty in the Management Department since 2004, where his research encompasses high-technology mergers and acquisitions, high-end outsourcing, and technological innovation in dynamic environments. He teaches MBA, undergraduate, and executive education courses on corporate development and M&A as well as innovation management. His publications span scholarly and managerial outlets and he has received several teaching awards from the Wharton School, besides recognition from professional associations such as the Academy of Management and Strategic Management Society. His work has been cited by leading media, and he is often interviewed or quoted by the press on contemporary business affairs. Prof. Chaudhuri has been invited to speak at corporate forums, industry events, and academic conferences across the United States, Europe, and Asia. Based on his research and experience, he has provided consulting on developing and implementing acquisition, innovation management, and corporate growth strategies for a range of technology-based companies, besides providing expert legal testimony and advising the Indian government on IT-based economic development opportunities.
Prof. Chaudhuri’s prior professional experience includes corporate development at Mannesmann AG, in addition to brief stints with Citibank, McKinsey and Company, and Roland Berger Strategy Consultants.


Dr. Jens Ehrhardt
Dr. Jens Ehrhardt, whose talent in managing assets was already apparent during his economic studies in the 1960s, is the founder, majority shareholder and Chairman of the company. In 1974, five years after becoming a partner of what was then the largest independent asset management company in Germany, he received his doctorate for a thesis on the factors that influence equity markets. In the same year he laid the foundation for our group of companies, which he has led ever since. In addition to his role as Chief Executive Officer, Dr. Jens Ehrhardt is responsible for the areas of risk management and corporate/investment strategy.


Henning Gebhardt
Henning Gebhardt is a member of the extended management board of Berenberg. He is in charge of Central Business Unit Wealth and Asset Management. Mr Gebhardt came to Berenberg in 2017. Before, he had worked for more than 20 years at Deutsche Bank Group, most recently as member of the management board of Deutsche Asset Management Investment GmbH. Furthermore, he was Global Head of Equities and Chief Investment Officer EMEA. Prior to that, he held various leadership positions and was responsible for German, European, Asian and Global Funds. After completing his banking apprenticeship at Commerzbank, he studied Business Administration at Georg-August-Universität in Göttingen. In addition, he is a Chartered Financial Analyst.


Matt Gertken
Matt Gertken joined BCA in 2015. As Vice President of BCA’s Geopolitical Strategy, he covers political and policy issues in developed and emerging markets, including the U.S., China, and the rest of Asia. Before joining BCA, he worked as a Senior Analyst at Strategic Forecasting, Inc. (Stratfor), where he provided geopolitical analysis and political risk consulting. He frequently appears in international news media, including CBC, CNBC Asia, Bloomberg TV, and Fox Business News. He comes from a background in academics and publishing, and holds advanced degrees from the University of Cambridge and University of Texas at Austin.


Prof. Campbell Harvey, Ph.D.
Professor Campbell Harvey, a leading financial economist, has been an Investment Strategy Advisor to Man Group (‘Man’) since 2005 and has contributed to both research and product design at Man. He is a Professor of Finance at Duke University, and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. He served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. Professor Harvey received the 2016 and 2015 Bernstein Fabozzi/Jacobs Levy Award for the Best Article from the Journal of Portfolio Management for his research on differentiating luck from skill. He has also received eight Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioural finance, financial econometrics and computer science. For the last five years, Professor Harvey has taught a course called ‘Innovation and Cryptoventures’ that focuses on the mechanics and applications of blockchain technology. He has served on the faculty of the University of Chicago, Stockholm School of Economics and the Helsinki School of Economics. He has also been a visiting scholar at the Board of Governors of the Federal Reserve System. He was awarded an honorary doctorate from Svenska Handelshögskolan in Helsinki. He holds a PhD in Finance from the University of Chicago.


Prof. Dr. Dr. h.c. mult. Otmar Issing
Prof. Dr. Dr. mult. h.c. Otmar Issing born in 1936 held chairs of economics at the University Erlangen-Nuremberg and Wuerzburg . He was a member of the Council of Economic Experts (1988-1990). From 1990-1998 he was a member of the Board of the Deutsche Bundesbank with a seat at the Central Bank Council. From 1998-2006 he was a founding member of the Executive Board of the European Central Bank, responsible for the Directorates General Economics and Research. He has Honorary Doctorates from the Universities Bayreuth, Frankfurt and Konstanz and received many awards. He was Head of the Advisory Group on the New Financial Order appointed by Chancellor Merkel (2008-2012) and member of the High Level Group of the European Commission chaired by J.De Larosiere (2008-2009). In 2017 he was appointed member of the G20 Eminent Persons Group on Global Financial Governance. He is President of the Center for Financial Studies and Chairman Kuratorium House of Finance, Goethe University Frankfurt. He is Honorary Professor of the Universities Frankfurt and Wuerzburg, and inter alia International Advisor to Goldman Sachs. He has published numerous articles in academic journals and is the author of two textbooks. Die Einführung in die Geldtheorie (Introduction to Monetary Theory), 15th edition 2011 (also translated into Chinese and Bulgarian). His Book Der Euro, 2008 has been translated into English and Chinese.


Prof. Dr. Lutz Johanning
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 Kleeberg
Dr. Jochen 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. Oliver Lang
As a board member of KZVK Köln, Dr. Lang is responsible for finance and asset management of the old age pension scheme of more than 1.2 Mio. employees of the German Catholic Church and their charitable institutions. Before that he was CFO of several insurance companies for more than ten years. He studied Economics in Mannheim and Madrid, did his doctorate at the Centre for European Economic Research (ZEW, Mannheim), started his professional career in a consultancy and then as team leader for Alternative Investments with Allianz Life Insurance. Thereafter he worked as head of finance for the guarantee scheme of the German life insurance branch (Protektor), where he was in charge of the restructuring of the asset portfolio of a failed insurance company (Mannheimer).


Michael Lewis
Michael joined DWS in 2015 and leads the platforms ESG and Sustainable Finance Research activities and supporting our Active, Passive and Alternative businesses. Before his current role, Michael was the Global Head of Commodities Research in Deutsche Bank’s Global Markets Research division. He holds an MSc Economics from the London School of Economics & Political Science and a BSc Economics from the University of Bristol.


Howard Marks
Howard Marks, CFA, Co-Chairman
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978 he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.


Thomas Meier
Thomas Meier has been at MainFirst since 2015. He is responsible for the MainFirst Global Dividend Stars and MainFirst Euro Value Stars. Previously, he worked in fund management at the Sparkasse subsidiary Deka Investments, where he headed the Europe team as well as the Developed Markets equity team. He also launched and successfully managed a global dividend product. Before that, Thomas Meier was on the board of directors as well as a portfolio manager at the owner-managed investment boutique Loys for three years. Prior to that, he spent eight years as a portfolio manager at Union Investment, where he managed the flagship product, UniGlobal, and headed the Global Equities team.


Anja Mikus
Chief Executive Officer, Chief Investment Officer,German Nuclear Decommissioning Fund – Public Law Foundation
Anja Mikus has 30 years of professional experience in the asset management industry. After graduating from the University of Goettingen with a degree in business administration she held various positions as a managing director at the Allianz Group in Munich and Union Investment in Frankfurt being responsible for the portfolio management and investment strategy. Prior to her current position she was Chief Investment Officer & Partner at Arabesque Asset Management Ltd. in London and Frankfurt. She is a member of the Supervisory Board of Commerzbank AG at the proposal of the German Federal Government and, since its founding in June 2017, CEO and CIO of the German Nuclear Decommissioning Fund in Berlin.


George Muzinich
George Muzinich is one of the most experienced credit experts worldwide. For more than 40 years, he has accompanied investors through all the ups and downs of the capital markets. He founded Muzinich & Co. in 1988. George Muzinich started his investment career in 1971 with Brown Brothers Harriman & Co., where he worked in that firm’s New York and Zurich offices and later opened and managed its Paris Office. From mid-1984 through mid-1988, George was President of Hoguet, Muzinich, Keller & Co. He earned a B.A. from Wesleyan University and an M.B.A. from New York University’s Stern School of Business.


Peter Oppenheimer
Peter Oppenheimer ist Chief Global Equity Strategist und Head of Macro Research Europe für das Global Investment Research von Goldman Sachs. Er ist seit 2002 bei Goldman Sachs, zunächst als europäischer und globaler Aktienstratege. Peter Oppenheimer ist seit 2006 Partner von Goldman Sachs. Im Geschäft seit 1985 war er zuvor Chief Investment Strategist für HSBC, Head of European Strategy bei James Capel und Chief Economic Strategist der Hambros Bank. Peter Oppenheimer hat einen Abschluss in Geographie der London School of Economics.


Dr. Thomas Zimmerer
Thomas Zimmerer is Global Co-Head of Multi Asset, Global Head of Product Specialists Multi Asset and a member of the Global Executive Committee at Allianz Global Investors. In this function, Thomas is responsible for the development and execution of Multi Asset’s strategic goals and oversees the Multi Asset business objectives globally. Before joining Allianz Global Investors in 2014, he taught for 11 years as a professor of Finance and Investments at the University of Applied Sciences in Ansbach, Germany, and served as senior consultant for alpha portfolio advisors, a German-based consulting firm, advising institutional investors.
Prior, from 1997 until 2003, Thomas was a portfolio manager with Allianz Asset Management on active bond strategies and active protection strategies. He holds a master’s degree in Economics and Finance and a Ph.D. in Econometrics from the University of Regensburg, Germany.