Timings are GMT

8:00 AM - 8:05 AM
Introduction
Pirkko Juntunen - Freelance Journalist and Programme Director, IPE
8:05 AM - 8:50 AM
Asset Allocation in the Post-COVID-19 Era
Keynote address
  • Market dynamics have changed due to a new invisible hand
  • Traditional Portfolio Theory doesn’t apply anymore in the current market environment
  • Portfolio construction and diversification revised for the Post-COVID-19 period
Kari Vatanen - CIO, Veritas
8:50 AM - 9:10 AM
Asset Manager Presentation
Rens Ramaekers - Investment Manager, Aegon Asset Management
9:10 AM - 9:50 AM
Quo Vadis: Peering into the Big Picture
Keynote address
  • Where does inflation go? Is it cyclical or transient?
  • Where do central banks go?
  • What does future fragility look like? Where are the areas of concern?
  • Thinking more actively about geopolitical overlays
  • What about ESG and how does it integrate into macro strategy and planning?
Bob Swarup - Founder, Camdor Global Advisors
9:50 AM - 9:55 AM
Final Remarks
Pirkko Juntunen - Freelance Journalist and Programme Director, IPE