27th October 2022 - Steigenberger Frankfurter Hof

Conference chair:

Welcome

Evenco International has gathered Germany’s most influential fund selectors for the Evenco International Fund Forum Frankfurt, where international asset managers will present their latest investment strategies in global, emerging markets and European equities.

We are delighted you are joining us at this exclusive conference at the Steigenberger Frankfurter Hof to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions.

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AGENDA

Click each sponsor logo to view their presentation

09.00 - 09.20

OPENING REMARKS

LAURENT DOUILLET

European Equity Strategy,
Bloomberg Intelligence

Laurent Douillet is an equity strategist for Bloomberg Intelligence specializing in the European equity markets.

Based in Paris, Laurent has 26 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.

Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.

11.10 - 11.40

PANEL DEBATE

Profiting from economic uncertainly

Patrick Thomas

Head of ESG Portfolio Management,
Canaccord Genuity Wealth Management

Patrick Armstrong, CFA

Chief Investment Officer, Plurimi Wealth LLP

Sumit Mehta

Head of Investment Solutions, Legal & General

Luke Hyde-Smith

Director, Co-Head of Multi-Asset Strategies,
Waverton Investment Management

11.15 - 11.40

PANEL DEBATE

Getting Ready for a Profits Recession

Carsten Brzeski

Head of Macro Research ING.

Carsten Brzeski is the Global Head of Macro for ING Research. Previously, he worked at ABN Amro, the Dutch Ministry of Finance and the European Commission. He is a 2019 JFK Memorial Policy Fellow at Harvard University and member of the Advisory Council on International Affairs for the Dutch government and Parliament.

Edgar Walk

Chief Economist at Metzler AM

Edgar Walk joined Metzler in 2000. As Chief Economist in the Asset Management division, he is responsible for formulating our global economic outlook. Due to his close cooperation with the portfolio management, he focuses on capital market themes as well as on global economic analyses. Mr. Walk holds a master’s degree in economics from the University of Tübingen in Germany.

Rolf Nelson

Principal Portfolio Manager at BNY Mellon

Rolf Nelson joined BNY Mellon in November 2013 to support the domestic Fund Company. He is heading the local Portfolio Management team that is responsible for oversight to Third-Party managed institutional and retail funds. In addition to act as portfolio manager of Fiduciary Funds, the firms local pension assets he is a member of the Pension Asset Investment Council in Germany. Prior to joining BNY Mellon he was lead analyst of institutional and retails funds at State Street Internationals Credit Risk team in Munich.

Uwe Eilers

Managing Director at FV Frankfurter Vermoegen AG

Uwe Eilers, the founder and majority shareholder of FV Frankfurter Vermögen AG, Bad Homburg, is working in the financial markets for more than 30 years. He worked for international investment banks, founded then 2007 first own asset management company. Frankfurter Vermögen is managing € 350 mln, investing in global equities, fixed income and multi-asset portfolios. Uwe is a CEFA/DVFA charterholder.

11.40 - 12.10

Future of alternative investment panel by CAIA Association

Dr. Gueorgui Stoyanov Konstantinov

Senior Portfolio Manager Fixed-Income & Currencies
LBBW Asset Management

Dr. Gueorgui S. Konstantinov, CAIA, FDP is a senior portfolio manager of Fixed-Income and Currencies at LBBW Asset and Wealth Management where he focuses on generating alpha for fixed income, currencies and multi asset portfolios as well as contributing to the investment process, both in the judgement and quantitative analysis. 

Gueorgui has 17+ years of investment experience as a portfolio manager. Prior to joining LBBW Asset and Wealth Management, Gueorgui was senior portfolio manager for several asset management companies in Vienna, Austria where he was responsible for both investments and development of investment processes for fixed-income and currency portfolios. 

He was an adjunct lecturer at Vienna University of Economics and Business Administration (WU). He held a lecture on Fixed Income Portfolio Management between 2009 and 2013.

BENJAMIN CHADWICK

Director, Fund Selection
Selinus Capital

Benjamin Chadwick is responsible for alternative fund selection at Selinus Capital. Selinus is a leading German placement agent for alternative investments, including real estate, infrastructure, private equity and private debt.

Prior to joining Selinus, he worked as an Investment Specialist in Deutsche Bank’s Key Client Partners division for UHNWIs and Single Family Offices. He began his career at Deutsche Bank in 2011, completing dual studies and subsequently the Asset & Wealth Management global analyst training programme.

Benjamin holds a Master of Science (M.Sc.) in Finance & Investment from Durham University Business School, UK, as well as a Bachelor of Arts (B.A.) in Business Administration & Banking from DHBW Karlsruhe, Germany. He is a Chartered Alternative Investment Analyst (CAIA®) Charterholder and completed the Stanford Online Energy Innovation and Emerging Technologies (EIET) professional course.

12.10 - 12.30

FUND MANAGER PANEL

led by LAURENT DOUILLET,
Bloomberg Intelligence,
WITH OUR CONFERENCE SPEAKERS
AND AUDIENCE Q&A

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Convertible Bonds

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Frontier

No Data Found

Domestic

No Data Found

PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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