Speakers at Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

Bertrand Gautier joined Schroders Greencoat in 2010. He co-led the listing of GRP on the Euronext Growth Market in Dublin and on AIM, and he is responsible for GRP's European investment strategy. Gautier has over 25 years of operational, financial and investment experience. He is a member of Schroders Greencoat’s Management Committee. He joined Schroders Greencoat from Terra Firma Capital Partners where he focused on asset-backed companies. He also spent five years at Merrill Lynch as part of the M&A Advisory Group in the Infrastructure and Industrials team. Prior to that, he gained operational experience over eight years at Procter & Gamble. Gautier holds an MSc in general engineering from ICAM (France) and an MBA from Harvard business school (USA). 

Charles Kalshoven maakt sinds 2019 onderdeel uit van het team Economie & Strategische Asset Allocatie van APG. Als Expert Beleggingsstrateeg adviseert hij pensioenfondsen over economische scenario’s en verwachte rendementen. Voorafgaand aan APG was hij werkzaam als strateeg bij PGGM en als econoom in het scenarioteam van Shell. Ook was hij Hoofdeconoom Particulier bij ING. Kalshoven is als algemeen econoom opgeleid aan de Erasmus Universiteit in Rotterdam en als beleggingsdeskundige aan de VU/VBA.

Erik L. Knutzen, CFA, CAIA, Managing Director, is Co-Head of the Neuberger Berman Quantitative and Multi-Asset investment team and Multi-Asset Chief Investment Officer. He joined the firm in 2014 and is responsible for leading the management of multi-asset portfolios, driving the asset allocation process on a firm-wide level, as well as engaging with clients on strategic partnerships and multi-asset and quantitative solutions. Previously, he was Chief Investment Officer at NEPC, LLC. In addition, he is an Associate Editor of the Journal of Investing, and on the Investment Committee of the Massachusetts Audubon Society. Knutzen holds an MBA from Harvard Business School and a BA from Williams College.

Evalinde Eelens is Onafhankelijk Beleggingsdeskundige en richtte in 2018 Ravenna Consulting op. Zij adviseert over beleggingen, vermogensbeheer, financieel risicomanagement, pensioenfondsbeheer en duurzaam beleggen. Eelens werd in 2018 Bestuurslid bij BPF Particuliere Beveiliging en BPF Schilders en in 2019 bij Pensioenfonds PostNL. Sinds januari 2023 is zij Lid van de beleggingscommissie van het Getronics UK Pension Plan in het Verenigd Koninkrijk.

Hemmo Hemmes has been active in financial markets since 1997, having worked at Robeco, Fortis, Cardano and Wealth Management Partners. He has been responsible for investment teams investing in global financial markets on behalf of institutional clients and private clients. His focus has been on macro-investing across many asset classes, countries and different strategies. Hemmes holds degrees in economics from the London School of Economics and the Erasmus University Rotterdam.

Joe Little is Global Chief Strategist and leads the investment strategy function at HSBC Asset Management. In this role, he is responsible for developing global macro and asset allocation research for the investment process, and for delivering thought leadership and market insights across client channels. Previously, Little was Co-CIO for HSBC’s Multi Asset Funds and the Chief Strategist for Strategic Asset Allocation. Prior to that, he was a Portfolio Manager on HSBC’s global macro hedge fund, working on tactical asset allocation strategies in both G10 and emerging markets. He began his career as a Global Economist at JP Morgan Cazenove. Little holds a Masters in Economics from Warwick University and is a CFA Chaterholder. He is a member of the CFA UK Advisory Council.

Kiemthin Tjong Tjin Joe is Senior Investment Manager Fixed Income & Real Estate bij de Stichting Nedlloyd Pensioenfonds. Sinds 2016 beheert hij de obligatieportefeuille en de vastgoedportefeuille. Daarvoor werkte hij achttien jaar als Portfolio Manager Fixed Income bij PGB Pensioendiensten en A&O Services (BPF Schilders). Hij is afgestudeerd in Econometrie en Bedrijfseconomie aan de Erasmus Universiteit Rotterdam. Ook heeft hij de RBA-titel verworven aan de Vrije Universiteit Amsterdam en heeft hij de CAIA-opleiding afgerond.

Olaf van den Heuvel, CFA, CIO Aegon Asset Management NL and Head of Tactical Asset Allocation, joined Aegon Asset Management in 2000 as portfolio manager for Pacific Equities and strategist. Since 2007, Van den Heuvel has led the Multi Asset team, responsible for the multi asset mandates, asset allocation and strategic views on asset classes for Aegon Asset Management in the Netherlands. He has been a member of the global asset allocation voting committee since 2014. Van den Heuvel studied Economics at Tilburg University, the Netherlands, and is a CFA charterholder.

Ralph Wessels is Head of Investment Strategy at ABN AMRO where he has worked since 2011. As a strategist, he is jointly responsible for the investment policy which he communicates to clients. He can regularly be read, heard and seen in the media, including RTL Z, the FD and BNR Nieuwsradio. Since 2017, he has also been keeping up with developments in the crypto world. Wessels started his investment career at Robeco and is a business economist graduate of Erasmus University Rotterdam.

Salman Ahmed joined Fidelity in August 2020 as Global Head of Macro and Strategic Asset Allocation. Previously, he was co-chair of Global Investment Committee and Chief Investment Strategist at Lombard Odier IM (LOIM). Before spending nearly 8 years with LOIM, Ahmed was head of Global Macro at Edf trading between 2009 and 2012. He also spent nearly 5 years with Goldman Sachs International as a global economist within the global macro team. He began his career in finance with Watson Wyatt (now Towers Willis Watson) in 2001. Ahmed holds a PhD and MPhil in Economics & Finance from University of Cambridge. He obtained his undergraduate degree from Lahore University of Management Sciences, Pakistan, in 1999.