Programma van Seminar 'What to own in a low-yield world?’

Seminar 'What to own in a low-yield world?’

donderdag 11 november 2021 van 09:30 uur tot 17:00 uur Rosarium, Amsterdam Engelstalig

Op donderdag 11 november:
8:30 - 9:30 Breakfast & Registration
9:30 - 9:45 Welcome & Introduction

By Kees Verbaas, Chief Investment Officer, Altis Investment Management
9:45 - 10:15 Age of Transformation; Macro Economic Outlook 2022 and beyond

By Joachim Fels, Global Economic Advisor, Managing Director, PIMCO

Q&A Expert panel with:

  • Edin Mujagić, Chief Economist, OHV Wealth Management
  • Luc Aben, Chief Economist, Van Lanschot Kempen
10:15 - 10:45 Economic analysis of China and its impact on the rest of the world

By Diana Choyleva, Chief Economist, Enodo Economics

Q&A Expert panel with:

  • Edin Mujagić, Chief Economist, OHV Wealth Management
  • Luc Aben, Chief Economist, Van Lanschot Kempen
10:45 - 11:15 Panel discussion on the Impact of China on the Fixed Income markets

Participants:

  • Luc Aben, Chief Economist, Van Lanschot Kempen
  • Diana Choyleva, Chief Economist, Enodo Economics
  • Joachim Fels, Global Economic Advisor, Managing Director, PIMCO
  • Michael Hampden-Turner, Director, FIMA Index Product Management & Applied Research, London Stock Exchange Group
  • Edin Mujagić, Chief Economist, OHV Wealth Management
11:15 - 11:45 Coffee Break
11:45 - 12:15 The development of the European direct lending market post-COVID

By Howard Sharp, Head of Origination, Direct Lending, Alcentra (part of BNY Mellon Investment Management)

Q&A expert panel with:

  • Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
  • Markus Schaen, Senior Fund Manager, MN
  • Frans Verhaar, Senior Director Client Consulting, bfinance
12:15 - 12:45 Sustainability in Credit

By Saida Eggerstedt, Head of Sustainable Credit, Schroders

Q&A Expert panel with:

  • Gaëtan Salerno, CFA, Portfolio Manager, ING Private Banking Luxembourg 
  • Markus Schaen, Senior Fund Manager, MN
  • Frans Verhaar, Senior Director Client Consulting, bfinance
12:45 - 13:15 Granular Private Credit: Opportunities and Challenges

By Tonko Gast, CEO (and Founder), Dynamic Credit (partner of BNP Paribas Asset Management)

Q&A Expert panel with:

  • Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
  • Gaëtan Salerno, CFA, Portfolio Manager, ING Private Banking Luxembourg
  • Markus Schaen, Senior Fundmanager Fixed Income, MN 
13:15 - 14:00 Lunch
14:00 - 14:30 Seeking value in today's fixed income markets

By Michael Krautzberger, Head of Fundamental Fixed Income in EMEA, BlackRock

Q&A Expert panel with:

  • Willem Bouwman, Senior Portfolio Manager Fixed Income Sustainable, ABN AMRO Private Banking
  • Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
  • Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
14:30 - 15:00 The Case for Global High Yield

By Tim Winstone, CFA, Corporate Credit Portfolio Manager, Janus Henderson Investors

Q&A expert panel with:

  • Willem Bouwman, Senior Portfolio Manager Fixed Income Sustainable, ABN AMRO Private Banking
  • Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
  • Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
15:00 - 15:30 Coffee Break
15:30 - 16:00 Actual Income: a long-term approach

By Torcail Stewart, Investment Manager, Credit Team and Co-Manager, Strategic Bond Funds, Baillie Gifford

Where to focus for a reliable and regular income stream? In a low yield environment the mainstream, easy bond investing approach of just buying those debt issuers on the highest yield could well be a risky methodology in the years ahead. Therefore, which alternative areas of credit market inefficiency should one target to deliver attractive returns through the cycle?  How does  strategically allocating between Investment Grade and High Yield bonds facilitate such an approach?  How do you recognize the bonds of companies with long-term competitive advantage, good governance and a sustainable approach, as well as an appropriate capital structure? Baillie Gifford will discuss the added value of careful bond selection, focusing upon the best opportunities across global bond markets, combining sustainability, bond selection and strategic asset allocation.

Q&A Expert panel with:

  • Willem Bouwman, Senior Portfolio Manager Fixed Income Sustainable, ABN AMRO Private Banking
  • Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
  • Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
16:00 - 16:30 Panel discussion on 'What to own, and not to own, in a low-return world?'

Participants:

  • Jerome Henrion, Head of Specialty Finance, SFF Portfolio Manager, M&G
  • Steven Oh, Global Head of Credit and Fixed Income, PineBridge Investments
  • Roelof Salomons, Professor Investment Theory and Asset Management, University of Groningen, Independent Investment Consultant, Member different investment committees
  • Wouter Weijand, CIO, Providence Capital
16:30 - 17:00 Panel discussion with CIOs on 'Sustainability in (Alternative) Fixed income'

Participants:

  • Bob Homan, CIO, ING Investment Office
  • Coos Luning, Head of Multimanagement, Aegon Asset Management
  • Mary Pieterse-Bloem, Head of Investment Office (CIO), Rabobank
17:00 - 18:00 Drinks Reception