2012 program

08h30 Welcome and registration
09h00 Morning Opening words Michael Gordon, Chief Investment Officer Equity, BNP Paribas Investment Partners
09h10 Keynote 1

Sustainable & Responsible Investment : Myth & Reality

Lionel de Broux, Fund Manager Selection, INGIM Luxembourg
09h30 Panel 1

Asset Management Panel

Moderator: Thomas Lancereau, Head of research France, Morningstar
Lionel de Broux, Fund Manager Selection, INGIM Luxembourg
Anne-Laure Frischlander, Managing Director - France & Benelux, BNY Mellon Asset Management
10h00 Masterclass Session:
Round 1

Investment opportunities in equities: keep focussing on growth

Philippe De Lavalette, Senior Product Specialist, AXA Investment Managers

Low Volatility Equity Investing: Capturing the low-risk anomaly in a smart way

Maarten Polfliet, Client Portfolio Manager Quantitative Equities, Robeco

What are stockmarkets saying about real estate’s prospects in the US, Europe and Asia? And are they right?

Patrick Sumner, Head of Property Equity, Henderson Global Investors
10h40 Coffee Break sponsored by Comarch
10h55 Masterclass Session:
Round 2

A BALANCED-RISK APPROACH TO PORTFOLIO CONSTRUCTION

Christian Ulrich, Portfolio Manager, Invesco Global Asset Allocation

How does the commodities market work?

Guillaume Picot, Global Head of Investment Derivatives Group, Commodity Derivatives, BNP Paribas Corporate & Investment Banking

L'arbitrage de fusion et acquisition : UCITS

Fabienne Cretin, Co-Directrice de la gestion Performance Absolue, OFI Asset Management
11h45 Keynote 2

Risques et Chaos: vers une approche alternative de la gestion d'actifs

Alexandre Cegarra, CFA, CAIA, CIO, Société Générale Bank & Trust
12h05 Panel 2

Asset Management Panel

Moderator: Thomas Lancereau, Head of research France, Morningstar
Adrian Bender, Spécialiste Produits d’Amundi Londres, Amundi
Michael Gordon, Chief Investment Officer Equity, BNP Paribas Investment Partners
12h30 Lunch sponsored by ETHNA FUNDS
14h00 Afternoon opening words Sandra Crowl, Membre du Committee d'Investissement, Carmignac Gestion
14h10 Keynote 3

Risk ON - Risk OFF : How to navigate and select funds in troubled waters?

Laurent Gorgemans, CFA, Head Multi-Managers, Dexia Asset Management
14h30 Panel 3

Asset Management Panel

Moderator: Thomas Lancereau, Head of research France, Morningstar
Laurent Gorgemans, CFA, Head Multi-Managers, Dexia Asset Management
Moyse Dargaa, Fund Manager of « European Direct Property Fund S.C.A. » & Managing Director, BNP Paribas Real Estate Investment Management
15h00 Masterclass Session:
Round 3

Investing in time of turbulence: volatility as a building block of investment portfolio

Csaba Koppany, Equity and Funds Structured Markets Origination, Barclays Capital

Stability and Income, the Dividend Strategy in 2012

Dr. Thomas Schuessler, PhD, Managing Director, Portfolio Manager for Value Equity: Frankfurt,DWS Investment S.A.

Real World Participation – Value creation takes time

Angus Steel, Head of the Delta Lloyd Participation Boutique, Delta Lloyd Asset Management Vertriebs Gn
15h40 Coffee Break sponsored by Comarch
15h55 Masterclass Session:
Round 4

Fixed income - a look ahead to 2012

Colin Finlayson, a senior member of Kames Capital’s award-winning fixed income team, looks ahead to 2012 and outlines how our strategic bond fund is set up for the coming year.

Reducing Volatility while driving Performance

Sandra Crowl, Membre du Committee d'Investissement, Carmignac Gestion

Dividendes: comment investir sur cette thématique

Ludovic Dufour,Gérant Allocation d’Actifs, Edmond de Rothschild Asset Management
16h45 Keynote 4

From asset allocation to volatility mandates

Jacobs Lieven, Head of Institutional and Fund Management, KBL European Private Bankers S.A
17h05 Panel 4

Asset Management Panel

Moderator: Thomas Lancereau, Head of research France, Morningstar
Jacobs Lieven, Head of Institutional and Fund Management, KBL European Private Bankers S.A
Dr. José Antonio Blanco, Regional Chief Investment Officer, EMEA, Managing Director Managing Director, UBS
Bernard Pons, Managing Partner & Co-Founder, Pure Capital SA
17h30 Networking Cocktail