Speakers at Seminar 'What to own in a low-yield world?’
Seminar 'What to own in a low-yield world?’
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Anne-Marie Munnik
Executive Director, CFA Society Netherlands
Anne-Marie Munnik is the Executive Director of CFA Society Netherlands. She joined the former VBA beleggingsprofessionals in 2013 in that same capacity. Before joining the CFA she was Head of Investment Research between 2006-2013 at MN. Prior she worked as an investment strategist and analyst at several investment firms in the Netherlands. Munnik holds a master degree in Quantitative Business Economics from Erasmus University Rotterdam as well as the RBA designation. -
Bob Homan
Chief Investment Officer, ING Investment Office
Bob Homan is sinds 2008 Hoofd van het Investment Office van ING en daarmee eindverantwoordelijk voor het beleggingsbeleid van ING voor haar Nederlandse klanten. Hij startte zijn carrière bij de Postbank en werkte voor zijn overstap naar ING bij diverse vermogensbeheerders. In de media is hij het gezicht van ING wanneer het om beleggen gaat. Homan studeerde Economie aan de Universiteit van Amsterdam. -
Coos Luning
Head of Multi Management, Aegon Asset Management
Coos Luning geeft sinds 2008 leiding aan het Multi-Manager Investment Team van Aegon Asset Management. Het team is verantwoordelijk voor de selectie en monitoring van externe managers in liquide asset classes, private markets en real estate. Vanaf 1999 werkte Coos achtereenvolgens als Portfoliomanager Equities Asia North America, Portfoliomanager Alternatives, Manager Aandelen en Manager Vastrentende Waarden bij TKP Investments – dat in 2020 is opgegaan in Aegon Asset Management. Coos heeft financiële economie gestudeerd aan de Rijkuniversiteit Groningen en is een gecertificeerd Register Beleggingsanalist (RBA). -
Diana Choyleva
Chief Economist, Enodo Economics
Diana Choyleva is Chief Economist at Enodo Economics, an independent macroeconomic and political forecasting company she set up in 2016 to untangle complexity, challenge the consensus, and make sense of the future. Enodo’s focus is China. For 16 years prior, she worked at Lombard Street Research, most recently as Chief Economist and Head of Research. She is best known for her analysis of China, including the book she co-wrote in 2011, ‘The American Phoenix – and why China and Europe will struggle after the coming slump’. -
Edin Mujagić
Econoom en Fondsbeheerder
Edin Mujagić is Hoofdeconoom van OHV Vermogensbeheer. Hij is geboren in 1977 in Bosnië-Herzegovina en woont sinds 1992 in Nederland waar hij macro-economie heeft gestudeerd aan de Universiteit van Tilburg. Daar heeft hij zich gespecialiseerd in monetaire economie en de centrale banken. Hij is onder meer lid van de Monetaire Kring, een discussieforum bestaande uit hoogste ambtenaren bij de centrale bank, het Ministerie van Financiën, hoogleraren economie en senior managers bij pensioenfondsen, banken en andere financiële instellingen. -
Frans Verhaar
Senior Director Client Consulting, bfinance
Frans Verhaar is Senior Director Client Consulting at bfinance and responsible for institutional relationships in Benelux and Denmark advising on investment implementation topics such as manager selection, due diligence, portfolio monitoring and investment risk analysis. He joined bfinance in London as a Senior Associate Research in 2007 after a period of over 6 years at ING Investment Management. After graduating in Business Administration from Erasmus University, he successively completed the CFA, CAIA, FRM and FDP programmes. -
Gaëtan Salerno
Portfolio Manager, ING Private Banking Luxembourg
Gaëtan Salerno started his career in Luxembourg in 2007 by integrating the asset management branch of KBL European Private Bankers. First serving as an Investment Strategist and active member of the investment decision-making process, his role was to deliver strategic views on bond markets. He then moved in 2014 into an Institutional Portfolio and Fund Manager position. In 2017, he joined the Portfolio Management Team of ING Private Banking in Luxembourg, in charge of managing discretionary portfolios as well as Fixed Income funds in direct lines. Salerno holds a Master’s degree in Finance from the HEC-ULg Business School in Belgium and is a CFA Charterholder. -
Howard Sharp
Head of Origination, Direct Lending, Alcentra (part of BNY Mellon Investment Management)
Howard Sharp is Head of Origination, Direct Lending at Alcentra (part of BNY Mellon Investment Management). He leads Alcentra’s sourcing and sponsor coverage activities in direct lending in Europe. He was previously a Partner at Park Square Capital. Before Park Square, Sharp was Head of Origination and Sponsor Coverage at GE Capital’s European acquisition finance business and won awards in 2014 and 2015 as Debt Provider of the Year, pioneering the use of unitranche financing in European buyouts. Prior to this, he held senior roles at RBS and Société Générale, working in both Paris and London. Sharp started his career in finance in 1987 as a graduate trainee at NatWest. -
Jerome Henrion
Head of Specialty Finance, SFF Portfolio Manager, M&G
Jerome Henrion joined M&G in August 2017 to head M&G’s newly established Specialty Finance fund platform within its Private Assets division. In this role, his focus is on the origination of investment opportunities for the Specialty Finance business. In addition, he will be the Portfolio Manager of the Specialty Finance Fund. Prior to joining M&G, Henrion served in a number of leadership roles at Credit Suisse, most recently heading the EMEA Solutions Coverage Group and acting as a Member of the Global Markets EMEA Operating Committee. Henrion has a Master’s degree from the Solvay Business School (ULB) where he received a degree in Commercial Engineering, Magna Cum Laude. -
Joachim Fels
Global Economic Advisor, Managing Director, PIMCO
Joachim Fels is a Managing Director and Global Economic Advisor at PIMCO 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. -
Kees Verbaas
Global Head of Fundamental Equity, Robeco
Kees Verbaas is Chief Investment Officer at Altis Investment Management, an independent affiliate of NN Investment Partners. Before joining Altis, he was head of Fund Management at Blue Sky Group and head of Global Emerging Markets at Hermes (London) and at ABN Amro Asset Management. Earlier in his career, Verbaas worked as management consultant for the European Commission and the World Bank and headed the trade delegation of the Netherlands in Russia. -
Luc Aben
Chief Economist, Van Lanschot Kempen
Luc Aben has been working in the field of asset management and asset advice in the Netherlands and Belgium since 1992, including 23 years at Van Lanschot Kempen. He started his career as an Equity Analyst, gradually moving towards macroeconomics and investment strategy. Since 2012 he is Chief Economist of Van Lanschot Kempen. In this role he is co-responsible for allocation choices in asset management and investment advice. He also provides economic input for steering the bank's own balance sheet. -
Markus Schaen
Senior Fund Manager Fixed Income, MN
Markus Schaen is sinds 2008 werkzaam voor MN als Principal Fixed Income. Eerder werkte hij voor de Universiteit Maastricht, Deloitte, Metro AG, Draka Holding en Koninklijke Wegener NV. Aan de Universiteit Maastricht behaalde hij zijn doctoraaldiploma Bedrijfseconomie en rondde hij tevens de Register Accountancy-opleiding af. Daarnaast volgde hij de postdoctorale studie Treasury Management aan de VU in Amsterdam en het Executive Pensions Program aan Nyenrode. -
Mary Pieterse-Bloem
Head of Investment Office (CIO), Rabobank
Mary Pieterse-Bloem is Head of Investment Office (CIO) at Rabobank. Prior to joining Rabobank in June 2021, she was a member of the Global Investment Committee of ABN AMRO and Head of Fixed Income at ABN Amro Private Banking. Pieterse-Bloem combines her prominent investment management position with academia: on 1st September 2018 she was appointed Endowed Professor Financial Markets at Erasmus School of Economics. She started her career in financial markets in 1993 and worked for Paribas, DrKW, Lehman Brothers, ING Investment Management (now NN IP) and APG Asset Management. Pieterse-Bloem has an Msc in Economics at the London School of Economics and holds a PhD from Tilburg University. -
Michael Hampden-Turner
Director, FIMA Index Product Management & Applied Research, LSEG
Michael Hampden-Turner is Director, FIMA Index Product Management & Applied Research at London Stock Exchange Group (LSEG). He has an extensive background in fixed income and macro research. Prior to joining LSEG, he ran the research and strategy functions at the UK DMO and has also been a strategist at HSBC, Citigroup and RBS. Hampden-Turner studied Economics and History at Trinity College, Cambridge and Harvard University. -
Michael Krautzberger
Head of Fundamental Fixed Income in EMEA, BlackRock
Michael Krautzberger, CFA, is Head of Fundamental Fixed Income in EMEA at BlackRock and a member of BlackRock's Fixed Income EXCO. His service with the firm dates back to 2005, when he joined Merrill Lynch Investment Managers (MLIM) as Head of the European Fixed Income. From 2011 to 2014 he also served as CIO and member of the board of BlackRock Asset Management Deutschland AG. He was named Morningstar Fixed Income Fund Manager of the Year for Europe in 2014 and 2016. In 2019 he received their lifetime award as outstanding portfolio manager. Prior to joining MLIM, Krautzberger was Head of European Fixed Income at Union Investment. Previously, he managed global fixed income portfolios at DWS. Krautzberger earned a BA degree in business administration and computer science from the European Business School in 1994, and an MA degree in economics from the University of Hagen in 1996. -
Roelof Salomons
Chief Investment Strategist, BlackRock
Roelof Salomons is an investment professional with a background in managing portfolios, leading investment teams and running strategy. Starting in 1997 he has worked for Philips Pensionfund, Aegon and Van Lanschot Kempen. From 2019 onwards he is an Independent Consultant working with a broad range of institutional investors. Since 2015 Salomons is Professor in Investment Theory and Asset Management at the University of Groningen. He serves on several investment committees and writes columns for financial newspapers. -
Roy Kroon
Team Lead Credit Investments, PGB Pensioendiensten
Roy Kroon joined PGB Pension Services in 2015 as Manager of the internal Fixed Income & Treasury team. Since 2023 he is responsible for the internally and externally managed credit- and Alternative Fixed Income portfolios. Prior to 2015, he was a Portfolio Manager Credits at MN and Credit Analyst with ABN Amro Asset Management. Kroon holds a master degree in Economics from the Vrije Universiteit of Amsterdam. -
Saida Eggerstedt
Head of Sustainable Credit, Schroders
Saida Eggerstadt joined Schroders in August 2019 where she is Head of Sustainable Credit and ESG Credit Fund Manager. She has more than 20 years of industry experience, of which she spent more than 10 years managing sustainable credit strategies for institutions and intermediaries. She further served for 8 years at Deka Investments as Head of Corporates - Financials, Sustainability Portfolio manager. Eggerstedt is a CFA Charterholder and holds a Master of Science (Finance) from Drexel University. -
Steven Oh
CFA, Global Head of Credit and Fixed Income, PineBridge Investments
Steven Oh is Global Head of Credit and Fixed Income at PineBridge Investments. He joined the firm in 2000 and is responsible for coordinating and overseeing the firm’s global credit and fixed income strategies. Prior investment experience included serving as Head of High Yield and Special Situation Investments at Citadel Investments, Head of Leveraged Finance at Koch Capital and Vice President of High Yield and Distressed Debt Trading at BancAmerica Securities. Oh received a BSc from the Wharton School at the University of Pennsylvania and an MBA from the Kellogg School of Management at Northwestern University. -
Tim Winstone
Corporate Credit Portfolio Manager, Janus Henderson Investors
Tim Winstone, CFA, is a Corporate Credit Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2015. He co-manages the European Investment Grade, Global Investment Grade, European High Yield and Global High Yield strategies. Previously, he was an Executive Director, Senior Fixed Income Portfolio Manager and part of the global credit team at UBS Global Asset Management. He began his career as a Portfolio Assistant at Thesis Asset Management. Winstone earned a BSc degree (Hons) in mathematics from the University of Bristol. He holds the CFA designation and the Investment Management Certificate and passed the Regulation and Compliance unit of the CISI Diploma. -
Tonko Gast
Oprichter, CEO, Dynamic Credit (partner van BNP Paribas Asset Management)
Tonko Gast startte in 1998 als Obligatie-Analist bij SNS Asset Management en beheerde na een overstap in 2000 naar ABN AMRO Asset Management alternatieve vastrentende portefeuilles. In 2003 richtte hij Dynamic Credit op in New York en adviseerde hij DNB en het Ministerie van Financiën over de oplossing voor de Amerikaanse hypotheekproblemen waarmee ING Bank werd geconfronteerd tijdens de crisis van 2008-2009. Hij studeerde Monetaire Economie aan de Rijksuniversiteit Groningen en Credit Risk Modeling aan de Stanford Business School. -
Torcail Stewart
Investment Manager, Credit Team and Co-Manager, Strategic Bond Funds, Baillie Gifford
Torcail Stewart is an Investment Manager in the Credit Team and Co-Manager of the strategic bond funds of Baillie Gifford. He leads the Crossover Portfolio Group and is a member of the Multi Asset and Income Leadership Group. Before joining Baillie Gifford in 2008, he worked as an investment analyst for the Alliance Trust’s UK large cap equity fund. Stewart graduated BA in Geography from the University of Cambridge in 2002 and M.Phil in Management, Economics and International Relations from the University of St Andrews in 2005. He is a member of the CFA Society of the UK (CFA UK). -
Walter Leering
Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers (a Quintet Private Bank)
Walter Leering is Senior Portfolio Manager bij InsingerGilissen. Hij maakt deel uit van het Fixed Income-team van Quintet, dat verantwoordelijk is voor het beheer van single-line modelportefeuilles. Leering begon zijn carrière in 2008 als Fixed Income Analyst. Hij behaalde zijn masters in Business Administration en Investment Management aan de VU Amsterdam. -
Willem Bouwman
Fixed Income Portfolio Manager Sustainable, ABN AMRO Private Banking
Willem Bouwman is Senior Portfolio Manager Fixed Income Sustainable at ABN AMRO Private Banking. Bouwman graduated from Tilburg University in Economics and is CEFA/ VBA certified. He has been responsible for managing the discretionary fixed-income asset management portfolios for private banking clients since 2012 and responsible for sustainable portfolios since 2018. Prior to that, he held the position of Bond Specialist within the investment advisory team. Before this period Bouwman worked as Deputy Director at Euronext Indices. He started his career in 1997 at ABN AMRO's dealing room. -
Wouter Weijand
Chief Investment Officer, Providence Capital
Wouter Weijand is sinds juni 2016 verbonden aan Providence Capital als Chief Investment Officer en leidt het Investment Committee. Hij studeerde Algemene Economie aan de Erasmus Universiteit in Rotterdam. Weijand leerde het beleggingsvak bij Pierson van ’83-’89. Daarna volgde 26 jaar bij ABN AMRO Asset Management en rechtsopvolgers FIM en BNP IP. Hij leidde daar achtereenvolgens het Euro Fixed Income team, het wereldwijde Property team en ten slotte het wereldwijde Hoog Dividend Aandelen team.