Speakers at Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'
Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'
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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. -
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. -
Han Dieperink
Chief Investment Officer, Auréus, adviseur, HD Capital & Advisory
Han Dieperink is zelfstandig adviseur via zijn bedrijf HD Capital & Advisory. Hij is onder andere actief voor BB Capital (private equity) en als Chief Investment Officer voor Auréus. Zijn expertise ligt op het gebied van beleggen en het samenstellen van portefeuilles met een combinatie van passieve, actieve, duurzame en thematische beleggingen. Verder schrijft hij boeken en columns. Han was tot 2019 Chief Investment Officer (CIO) van Rabobank. Zijn carrière startte bij Schretlen & Co waar hij van 2000 tot en met 2009 CIO was. -
Hans Stegeman
Chief Investment Strategist, Triodos Investment Management
Hans Stegeman is Chief investment Strategist at Triodos Investment Management. In this role, he is responsible for the macro strategy and thematic research. He joined Triodos Investment Management in 2017 and prior to that, has acquired over twenty years of experience as an economist, working on different fields of economics, long-term forecasting and scenarios, strategy and business models. Before joining Triodos, he worked at Rabobank as Chief Economist, CPB (the Netherlands Bureau for Economic Policy Analysis) and labour union ABVAKABO. Stegeman studied Economics at Maastricht University and writes a weekly column for Het Financieele Dagblad. -
Harry Geels
Senior Investment Advisor, Auréus
Harry Geels is Senior Investment Advisor bij Auréus. Daarnaast is hij Parttime Docent bij het Actuarieel Instituut. Hij is auteur van onder andere Beleggen met Technische Analyse. Geels studeerde Financiële Economie aan de VU Amsterdam. -
Joseph Little
Global Chief Strategist, HSBC Asset Management
Joseph Little is Global Chief Strategist and Head of the Global Investment Strategy team at HSBC Asset Management. He is responsible for leading the firm’s work on macroeconomic and multi-asset research and for developing the ‘house view’. Previously, Little was the Chief Strategist for Strategic Asset Allocation and a portfolio manager for HSBC’s absolute return global macro fund. Prior to joining HSBC in 2001, he worked as a Global Economist for J.P. Morgan Cazenove. Little holds an MSc in Economics from Warwick University (UK) and is a CFA. -
Katharine Neiss
Katharine Neiss, PhD, Chief European Economist, PGIM Fixed Income
Katharine Neiss, PhD, is a Principal and Chief European Economist for PGIM Fixed Income. She covers the macro-economic outlook in the UK and euro area, including Bank of England and ECB policy. Prior to joining the firm in 2020, Neiss was Head of the International Surveillance Division at the Bank of England. Previous roles at the Bank of England include Head of the Policy, Strategy and Implementation Division. Neiss has published several articles in peer reviewed academic journals. She received a BA Honours in Economics from Queen’s University and received a Masters and PhD in Economics from the University of British Columbia. -
Martyn Hole
Equity Investment Director, Capital Group
Martyn Hole is an Equity Investment Director at Capital Group. He has 40 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital, he worked at J.P. Morgan Asset Management. He holds a master’s degree in Natural and Engineering Science with honours from the University of Cambridge. Hole also holds the Chartered Financial Analyst designation. -
Ralph Wessels
Chief Investment Strategist, ABN AMRO
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. -
Roelof Salomons
Professor Investment Theory and Asset Management, University of Groningen
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. -
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. -
Thomas Haugaard
Fondsmanager van het Emerging Markets Debt Hard Currency (EMDHC)-team, Janus Henderson Investors
Thomas Haugaard is Fondsmanager van het Emerging Markets Debt Hard Currency (EMDHC)-team bij Janus Henderson Investors. Voordat hij in 2022 bij de organisatie in dienst trad, was hij Senior Fondsmanager bij Danske Bank Asset Management en maakte hij vanaf 2013 deel uit van het EMDHC-team. Haugaard was Docent Economie aan de Universiteit van Kopenhagen. -
Volkert de Klerk
CIO, Roots Investments
Volkert de Klerk has been CIO at Roots Investments since 2016. He is also a member of the Investment Advisory Committee of the Ubbo Emmius Fund. From 2014 to 2016, he was Head of Partnerships at MN. Before that, he worked at SNS Reaal as Director of Investment Funds. From 1998 to 2009, De Klerk worked as Director Multi Management and Director Institutional Clients at ING IM Europe. Previous roles were at Robeco, Robeco Group and Robeco Institutional Asset Management. De Klerk studied Economics at the University of Groningen and received his Masters in Finance and Investments from the University of Exeter.