Programma van Seminar 'China & Emerging Markets'

Seminar 'China & Emerging Markets'

dinsdag 5 juli 2022 van 14:15 uur tot 17:30 uur Triodos Investment Management, Driebergen-Rijsenburg

Op dinsdag 5 juli:
14:15 - 14:45 Registratie & Koffie
14:45 - 14:50 Welkom

Hadewych Kuiper, Managing Director, Member of the Management Board, Triodos Investment Management
14:50 - 14:55 Inleiding

Han Dieperink, Chief Investment Strategist, Auréus

14:55 - 15:25 Sustainable alpha through ESG investing in Asia and Emerging Markets: Challenges and opportunities

David Smith, PhD, Senior Investment Director, Asian Equities, abrdn

15:25 - 15:55 Chinese onshore convertible bonds, the hidden gem?

Nicolas Delrue, Head of Investment Specialists, Senior Investment Specialist - Convertible Bonds, UBP

15:55 - 16:15 Koffiepauze
16:15 - 16:45 Balancing risk and opportunity in Global Emerging Market Equities: ‘screaming buy’ or ‘value trap’?

Cristina Dondiuc, Equity Investment Director, Fidelity International

16:45 - 17:25 Paneldiscussie over ‘The investment opportunities in China’
  • Diana Choyleva, Chief Economist, Enodo Economics
  • Louis-Vincent Gave, Founding Partner & CEO, Gavekal
  • Jason Hsu, Founder & CIO, Rayliant Global Advisors
  • Warren Hyland, CFA, Portfolio Manager Emerging Markets, Muzinich & Co
17:30 - 18:30 Einde seminar met aansluitend een hapje & drankje