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20th Annual Portfolio Management Conference

Capital markets under the influence of politics, central banks and the latest trends

Target Group

Managing Directors and Senior Executives from

  • Institutional investors as Corporates, insurance companies, pension institutions or foundations in the fields of asset management, treasury, finance and financial risk controlling;
  • Banks and Asset Management Companies in the fields of treasury, portfolio management, institutional asset management, research, investment controlling, marketing, sales and trading desk;
  • Investment consultants and other specialized service providers with a focus on (institutional) asset management

Programme

Day 1: 20 June 2017

Simultaneous Translation German-English/English-German

Moderator: Dr Andreas Sauer, ansa capital management, Bensheim, Germany


08:00 Registration
08:45 Opening remarks

Module 1: The Election in Germany and the Prospects for the Capital Markets

09:00 Germany in the "Super Election Year" of 2017: Regional Developments and Global Challenges

Friedrich Merz, BlackRock Asset Management Deutschland, Munich, Germany

10:00 2 Strategists, 2 Opinions: Macroeconomic Climate and Current Investment Opportunities

  • The world after Brexit
  • Implications of new leadership in the White House for the world
  • How long will Europe be able to maintain the euro?
  • Structural changes are dictating market trends
  • Equity - bonds - gold. Where will the journey be going?

Georg Schuh, Deutsche Asset Management, Frankfurt am Main, Germany
Felix Zulauf, Zulauf Asset Management, Baar, Switzerland

11:00 Networking break and refreshments

Module 2: Fresh Approaches to Asset Allocation

11:30 Where to Take Risk? The Pricing of Interest Rate Risk in the Stock Market

  • Where has equity beta risk been rewarded – and where is it worth taking?
  • Where has bond duration risk been rewarded – and where is it worth taking?
  • What would a bond market selloff mean for the cross section of equity returns?
  • How best to mitigate the risk?

Prof. Malcolm Baker, Harvard Business School, Boston, USA

12:30 Lunch

14:00 Pricing of Climate Risk and the Effect on Portfolio Construction

  • The purpose of Risk Management is not to minimize risk, but to price risk appropriately
  • Financial Risk Management provides lessons for addressing climate change
  • What role should asset owners play?

Robert Litterman, Kepos Capital, New York, USA

Module 3: Is Smart Beta the Ideal Investment Solution?

15:00 PANEL DISCUSSION: Fixed Income Investing – Active vs. Smart Beta

  • Fixed Income vs. Equity Smart Beta – similarities and differences
  • What are alternative risk premiums and smart beta strategies in the fixed income area?
  • How does fixed income smart beta work in a portfolio context?
  • What are the long-term effects of style-based investing on a portfolio structure?

Patrick Houweling, Robeco Investments, Rotterdam, Netherlands
Steven Oh, PineBridge Investments, London, UK
Ritirupa Samanta, State Street Global Advisors, Boston, USA

15:45 Networking break and refreshments

16:15 Smart Beta: Short-lived Hype or Sustained Risk Premium?

  • Smart Beta: real or alleged risk premiums
  • Potential for diversification of Smart Beta strategies
  • Undesired side effects: crowding risks
  • Field report: Smart Beta from a major institutional investor's point of view

Dr Gerhard Ebinger, BASF, Ludwigshafen, Germany
Alexander Raviol, Lupus alpha Asset Management, Frankfurt am Main, Germany

Module 4: Monetary Policy and Sustainability – the Future of Capital Investment?

16:45 PANEL DISCUSSION: Implementation of ESG in the Field of Institutional Capital Investment

  • Is investing into emerging markets possible for an ESG investor? If so, how can investments into emerging markets be made ethical and sustainable?
  • What are the risks of climate change to businesses? Are commodities still investible at all?
  • How can we translate our concerns into concrete real estate or infrastructure projects?
  • What should be the requirements to be met by business partners with whom we like to collaborate long-term?

Klaus Bernshausen, Evangelische Ruhegehaltskasse, Darmstadt, Germany
Peter Signer, NEST Sammelstiftung, Zurich, Switzerland
Dr Helge Wulsdorf, Bank für Kirche und Caritas, Paderborn, Germany

17:30 The Growing Influence of Central Banks – What are The Consequences of Manipulated Price Movements Across the Globe?

  • How have central banks evolved over past 100 years?
  • What past era should be studied to understand the central banking environement in which we currently find ourselves?
  • Are central banks economic players?
  • How should investors interpret Central Banks' influence since the Global Financial Crisis?
  • How will the degree of influence evolve going forward?

Brian Singer, William Blair Investment, Chicago, USA

18:15 Networking cocktail reception

19:15 Evening event


Day 2: 21 June 2017

Simultaneous Translation German-English/English-German

Moderators:
Andreas Metzen, Uhlenbruch, Bad Soden am Taunus, Germany
Dr Andreas Sauer, ansa capital management, Bensheim, Germany


08:00 Registration
08:55 Opening remarks

Module 5: The Focus is on Asian Markets: Lessons from the Past and Ideas for the Future

09:00 Inside Asia Fixed Income

  • An analysis of the structure of the Asian fixed income market
  • Reforms and developments in Asia
  • Macroeconomic outlook and opening of the Chinese on-shore bond market

Luc Froehlich, Fidelity International, Hong Kong

09:30 From Deflation, Zero Rates and Stagnation Towards Growth – Lessons from Japan

  • What lessons can be learned from Japan’s Decade-Long Stagnation?
  • How can wealth managers profit from deflation?
  • When will “Abenomics” deliver credible results?

Jesper Koll, WisdomTree, Tokyo, Japan

10:00 Capital Markets Reform and Investment Fund Industry in Japan

  • What are the objectives of capital market reform in Japan since its banking crisis since late 1990s?
  • What impact is being expected from the Stewardship Code of 2014 for institutional investors and Corporate Governance Code of 2015 for the listed companies?
  • How has Japan’s fund industry evolved and what are the challenges for the industry?
  • What are the implications of the reform of Defined-Contribution Pension Plans?
  • What lessons may be learned from Japan’s experience?

Yoshio Okubo, Japan Investment Trust Association, Tokyo, Japan

10:45 Networking break and refreshments

Module 6: The World of Tomorrow: Opportunities and Risks for Institutional Capital Investment

11:15 How the World is Being Changed By Digitalization

  • The megatrend of robotics has long since arrived in many areas of life
  • Artificial Intelligence and Big Data are developing at a rapid pace
  • The man-machine connection is changing not only health care
  • Intelligent sensor technology - a future with self-driving cars and autonomous vineyards

Christian Baudis, former CEO Google Germany, Munich, Germany

12:15 Lunch

13:45 Are Robots the Better Portfolio Managers?

  • Big Data and Artificial Intelligence in Portfolio Management
  • What areas will be covered?
  • What role will man play?
  • Robots and errors of human perception

Dr Hendrik Leber, ACATIS Investment, Frankfurt am Main, Germany
Prof. Christian Rieck, Frankfurt University of Applied Sciences, Frankfurt am Main, Germany

14:45 The Foreign Policy Challenges for President Trump – And What his Presidency Means for America's Allies

  • Are we at the end of the post-WWII pax Americana? If so, what will replace it?
  • Are the world's multilateral institutions no longer relevant in confronting and solving the world's problems?
  • Is Brexit (celebrated by Mr Trump) the beginning of the end for the European Union? If so, how much will that matter?
  • How will the nature of war change, and how will governments adapt as hybrid and cyber-warfare become increasingly common features of asymmetric conflict?
  • How can Islamist extremism be defeated, or are we condemned to a long "clash of civilisations"?

John Andrews, The Economist, London, UK

15:30 Highlights From 20 Years of Portfolio Management Conference – Pieces of Investment Wisdom for Today and the Future

  • Uhlenbruch's roots (1995): Minimum Variance Investing – Is it still an attractive investment strategy?
  • Prof. B. Solnik (1998): International diversification – Does it help to reduce risk effectively?
  • Prof. R. Haugen (2000): Volatility – Has the beast been tamed?
  • Prof. B. Cornell (2002): The equity risk premium – What rates of return may be expected over the next 10 years?

Dr Jochen Kleeberg, alpha portfolio advisors, Kronberg im Taunus, Germany

16:15 End of conference and farewell to participants

Delegates

As of 14 June 2017

Aberdeen Asset Management Deutschland AG
Absolut Research GmbH
AC Innovation GmbH
Acadian Asset Management (UK) Limited
ACATIS Investment GmbH
Acclivis Investment-AG TGV
Ärzteversorgung Westfalen-Lippe
Affiliated Managers Group Ltd.
alpha portfolio advisors GmbH
ansa capital management GmbH
ANWR GROUP eG
AQR Capital Management Europe LLP
Aquila Capital Concepts
Audi AG
Augusta Vermögensverwaltung GmbH
AviaRent Invest AG
AXA Investment Managers Deutschland GmbH
Axel Grosskreutz Unternehmensberatung & Investment Consulting
Bank für Kirche und Caritas eG
Bank J. Safra Sarasin (Deutschland) AG
Barcare GmbH
Barmenia Versicherungen
BASF SE
BayernInvest Kapitalanlagegesellschaft mbH
Bergmann & Hahn Family Office GmbH
Bertelsmann Stiftung
BGAG Beteiligungsgesellschaft der Gewerkschaften GmbH
BHF-Bank AG
BlackRock Asset Management Deutschland AG
BLACKROCK Investment Management (UK) Limited
BNP Paribas Investment Partners
BNP Paribas Securities Services S.C.A.
BNY Mellon Investment Managemet EMEA Limited
Boehringer Ingelheim GmbH
BörseGo AG
Brain Capital GmbH
Bundesverband Alternative Investments e.V.
BVV Versicherungsverein des Bankgewerbes a.G.
Capital International Ltd.
Cara Investment GmbH
CFA Society Germany e.V.
Comgest Deutschland GmbH
Commerzbank AG
CONTAG
Continental AG
Credit Suisse (Deutschland) AG
Credit Suisse Asset Management
Danske Capital
Deka Investment GmbH
Deutsche Asset Management International GmbH
Deutsche Asset Management Investment GmbH
Deutsche Bank AG
Deutsche Post AG
Deutscher Sparkassen- und Giroverband e.V.
DJE Kapital AG
dpn - Deutsche Pensions & Investmentnachrichten
e-fundresearch.com Data GmbH
EbAV-Consulting GmbH
Edmond de Rothschild Asset Management SA (France)
Europäisches Patentamt (EPA)
Evangelische Kirche in Hessen und Nassau
Evangelische Ruhegehaltskasse in Darmstadt
EXTOREL GmbH
Feri Trust GmbH
Fidelity International
FILICO Trust KG
Finanzmarktaufsicht (FMA)
Frankfurt University of Applied Sciences
Funds@Work AG
GAM (Deutschland) GmbH
GET Capital AG
GFD Finanzkommunikation
Goldman Sachs AG
Hamburger Pensionsverwaltung eG
Harvard Business School
Hauck & Aufhäuser Privatbankiers KGaA
Hermes Investment Management
Hessisches Ministerium für Wirtschaft, Energie,Verkehr und Landesentwicklung
Hoestermann Rechtsanwälte
Invesco Asset Management Deutschland GmbH
IPE International Publishers Limited
Japan Investment Trust Association
Kepos Capital
Klimek Advisors Fund Consulting GmbH
La Financière de L'Echiquier
Ländernotarkasse
Lazard Asset Management (Deutschland) GmbH
Lilly Deutschland AG
Lingohr & Partner Asset Management GmbH
London Speaker Bureau
Lupus alpha Asset Management AG
LVM Versicherung
Lyxor Asset Management
M.M.Warburg & CO KGaA
M&G International Investments Ltd.
m4 invest GmbH
Macquarie Bank International Ltd.
Macquarie Investment Management Austria Kapitalanlage AG
MAINFIRST BANK AG
Man Investments AG
MFS International (U.K.) Ltd.
MLP Finanzdienstleistungen AG
Morgan Stanley Investment Management Limited
MSCI Inc.
NEST Sammelstiftung
Nestlé Deutschland AG
NewMark Finanzkommunikation GmbH
Nomura Asset Management Deutschland KAG mbH
Nordea Fonds Service GmbH
Oddo Meriten Investment Management GmbH
OVIDpartner GmbH
Parly Company SA
Pax-Bank eG
Pensions-Sicherungs-Verein VVaG
Pensionskasse der Wacker Chemie VVaG
Perréard Partners Investment SA
PGIM Fixed Income
PGIM Ltd.
Pictet Asset Management Ltd.
PIMCO Deutschland GmbH
PineBridge Investments Europe Ltd.
Pioneer Investments Kapitalanlagegesellschaft mbH
portfolio Verlagsgesellschaft mbH
Prime Capital AG
Profunda Verwaltungs-GmbH
Putnam Investments Limited
QC PARTNERS GmbH
QSB Management
Quant.Capital Management GmbH
Quanvest GmbH
Quoniam Asset Management GmbH
R+V Versicherung
Raiffeisen Bausparkasse Gesellschaft m.b.H.
Raiffeisen Kapitalanlage-Gesellschaft m.b.H.
Real I.S. AG
Record Currency Management Limited
Robeco Asset Management
Robeco Deutschland
Robert Bosch GmbH
Ruile & Cie GmbH
RWE AG
Scope Ratings AG
Selinus Capital Advisors GmbH
SIGNAL IDUNA Asset Management GmbH
Société Générale Group
SOKA-BAU
SONEAN GmbH
Sparkassen-Versicherung Sachsen
St.Galler Pensionskasse
State Street Global Advisors
Stephan Schuhmann & Partner
Stifterverband für die Deutsche Wissenschaft e.V.
STORY@BRAND
Subsidium Consulting GmbH
The Economist
Threadneedle International Investments GmbH
Tresono Family Office AG
Tryg
TÜV SÜD AG
UBS Asset Management (Deutschland) GmbH
Unigestion (UK) LTD
UNIGESTION SA
Union Investment Institutional GmbH
Versorgungsanstalt der Deutschen Bundespost
Versorgungswerk der Apothekerkammer Westfalen-Lippe
Versorgungswerk der Zahnärztekammer Berlin
Versorgungswerk der Zahnärztekammer Schleswig-Holstein
Vescore Deutschland GmbH
VICENDA
VON HALASZ Communication Consulting
von Plettenberg, Conradt & Cie. Family Office GmbH
Vorarlberger Landes- und Hypothekenbank Aktiengesellschaft
Wellington Management International Ltd.
Western Asset Management Company Limited
William Blair & Company, L.L.C.
Winton Capital Management Ltd.
WisdomTree Europe Ltd.
WisdomTree Japan K.K.
WWK Lebensversicherung a.G.
ZF Friedrichshafen AG
Zürich Beteiligungs-Aktiengesellschaft (Deutschland)

Sponsors

EXCLUSIVE MAIN SPONSOR



Deutsche Asset Management is one of the world's leading investment organizations and offers individuals and institutions traditional and alternative investments across all major asset classes.
Our ultimate goal is to empower our clients with innovative solutions that meet their complex investment needs. The range of services covers strategic asset allocation and includes a stringent risk management process, all aspects of global asset management and a wide variety of platform solutions for administration tasks - organized within our Fiduciary Management. We assume responsibility for the overall success of the capital investments and offer services at every point in the asset management value chain. With relationship managers located around the world, we have the ability to offer local delivery of global investment capabilities that leverage the strength of our entire organization.

Contact: Sven Simonis, Phone: +49 69 91 01 31 63, www.deutscheinstitutional.com


PREMIUM SPONSORS



ACATIS Investment GmbH, established in 1994, is an independent asset manager that is not affiliated with a bank and that specializes in value investing. Today, ACATIS manages several investment funds, including equity, balanced and bond funds and an umbrella fund, as well as mandates. Three of the funds also pursue a sustainability strategy. The company's flagship fund - ACATIS Aktien Global Fonds UI - was launched in 1997. In addition to the classic Value funds, ACATIS also offers Smart Beta products under the “Modulor” designation; these products combine value anomalies with quantitative insights. ACATIS has also been working on artificial intelligence (AI) and its application in portfolio management for the past few years. The first practical application of AI at ACATIS took place in 2016: Since 20 October 2016, the already existing equity fund ACATIS Global Value Total Return UI has been populated solely with titles that were pre-selected on the basis of artificial intelligence.

Contact: Faik Yargucu, Phone: +49 69 97 58 37 77, www.acatis.de




AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset investor focused on enabling more people to harness the power of investing to meeting their financial goals. So we have become one of the largest asset managers in Europe. AXA IM is part of the AXA Group, a global leader in financial protection and wealth management.

Contact: Jörg Schomburg, Phone: +49 69 900 25 21 23, www.axa-im.de




Capital Group – Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers. Throughout our history of more than 80 years, our aim has always been to deliver superior, consistent results for long-term investors.
Investment management is our only business, and the stability of our privately owned organisation has enabled us throughout the decades to maintain a long-term perspective; we believe this perspective helps to align our goals with the interests of our clients.
We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Our active investment process is designed to enable individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making.

Contact: Henning Busch, Phone: +49 69 427 27 87 10, www.thecapitalgroup.de




Founded in 1985, Comgest currently manages about 21.8 billion euros in equity funds with a large institutional investor base (as at 31 December 2016). All assets are actively managed in line with a ‘Quality Growth’ approach and do not look to track a benchmark index. Comgest’s objective is to invest in solid companies which register regular double-digit and predictable profit growth. Comgest products are notable for their low turnover rate (with an average holding period of three to five years) and generally low volatility. Comgest clients are predominantly conservative investors with a long-term focus who appreciate a high degree of transparency, integrity and continuity in the investment process.

Contact: Andreas Franz, Phone +49 211 44 03 87 21, www.comgest.com




ComStage is the ETF brand of Commerzbank, Germany’s second largest bank. A range of more than 110 ETFs covers equity-, bond-, commodity- and strategy indices. Low flat fees and minimal tracking errors are typical for ComStage ETFs. The ComStage ETF DAX (ETF001) has got the lowest management fee among all ETFs on the DAX: Investors pay a mere 0.08% p.a. ComStage has launched a series of fully replicating ETFs that exclude securities lending completely and cover the needs of investors in search of distributing ETFs

Contact: Thomas Meyer zu Drewer, Phone: +49 69 13 68 11 11, www.comstage.de




Lupus alpha – Great minds developing innovative alpha strategies. As an independent, owner-operated asset management company, Lupus alpha has been synonymous with specialised investment solutions. Lupus alpha are pioneers in the European small and mid cap segment and are now one of the leading providers of liquid alternative investment concepts. Our goal: to offer institutional investors intelligent portfolio diversification providing sustainable added value from active and innovative investment strategies.

Contact: Oliver Böttger, Phone: +49 69 36 50 50 74 57, wwww.lupusalpha.de




MAINFIRST ASSET MANAGEMENT is an independent European multi-boutique with an active management approach that manages mutual funds and individual special mandates. It focuses on investment strategies in selected asset classes and thus combines the expertise and flexibility of focused investment teams with the strengths and clearly defined processes of a broad-based international platform.

Contact: Marco Seminerio, Phone: +49 69 78 80 81 42, www.mainfirst.com


SPONSORS



BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of December 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

Contact: Harald Klug, Phone: +49 89 427 29 3908, www.blackrock.com




Credit Suisse Asset Management manages over EUR 298 billion in assets worldwide (as at 30.09.2016). By leveraging intelligence and sourcing of our parent organization, we ensure that we remain nimble, performance- and client-focused. Similarly, we focus on our distinct strengths and form partnerships with experienced managers to unearth rare alpha opportunities. That way Credit Suisse Asset Management can deliver distinct product expertise through active and passive solutions in both traditional and alternative investments. With a presence in Germany dating back over 27 years, we combine global expertise with local client service.

Contact: Barbara Diaz, Phone: +49 69 75 38 10 33, www.credit-suisse.com/de




Fidelity International pursues a clear target: We support our clients in reaching their financial goals with outstanding investment solutions and excellent service. Fidelity offers actively managed investment solutions covering all regions, sectors and asset classes. Currently we have Assets under Management (AuM) of EUR 267 billion and assets under administration (AuA) of EUR 79,5 billion internationally. (As of 31.12.2016)

Contact: Annika Milz, Phone: +49 6173 509 32 09, www.fidelity.de/institutionelle




We are a research based strategy consultant focusing on the investment industry. In the last 15 years we have been involved in more than 250 projects across Europe, the Gulf Region and Asia-Pacific for local and international clients such as asset managers. We have assisted our customers in numerous market entry as well as expansion projects, reducing time to market greatly and helping our clients intensively in implementing their holistic strategies. We are well known globally as the pioneer in the application of social network analysis to the investment industry, a competence which makes us truly unique and which led to the winning of over a dozen of global as well as European awards recognizing our research and consulting work, "made in Germany". Our sister entity SONEAN, www.sonean.com, furthermore established an entirely new field with "Ecosystem Intelligence".

Contact: Dr Murat Ünal, Phone: +49 6173 702 76 52, www.funds-at-work.com




Man Group is an active investment management firm focused on delivering performance and client solutions through its five investment management businesses: Man AHL; Man Numeric; Man GLG; Man FRM and Man Global Private Markets.
Man Group’s investment management businesses provide long-only, alternative and private markets products on a single and multi-manager basis, leveraging the firm’s robust infrastructure to provide a diverse range of strategies across investment approaches, styles and asset classes.
The original business was founded in 1783. Today, Man Group plc is listed on the London Stock Exchange under the ticker EMG.L and is a constituent of the FTSE 250 Index. As at 30 September 2016, Man Group’s funds under management were $80.7 billion.
Man Group also supports many awards, charities and initiatives around the world, including sponsorship of the Man Booker literary prizes. Further information can be found at www.man.com.

Contact: Konstantinos Karamanlis, Phone: +423 375 10 49, www.man.com




PGIM Fixed Income manages assets for public and corporate institutional clients and retail investors worldwide, with decades of experience managing credit-related and other fixed income strategies. Our Worldwide AUM stands at $681 billion, as of 30 September 2016, of which $49.8 billion is from EMEA based clients. We have 263 investment professionals, with our senior investment professionals averaging 28 years experience and 19 years with Prudential Financial, Inc. (“PFI”). Our key strategies include Global Corporate Bonds, Global Loans, High Yield, Emerging Market Debt, Absolute Return Bonds.

Contact: Wolfgang Sussbauer, Phone: +49 89 28 645 210, www.pgimfixedincome.com




Pictet Group was founded in Geneva in 1805. Pictet is today one of Europe's leading independent wealth and asset managers. Pictet Asset Management (PAM), one of the three divisions of the group, is responsible for the asset management for institutional investors and investment funds. With around 149 billion euros (as of 30 September 2016) in assets under management, we offer a full range of active and quantitative investment solutions to some of the world's largest global pension funds, insurance companies, sovereign wealth funds, foundations and financial institutions.

Contact: Frank Böhmer, Phone: +49 69 79 50 09 24, www.pictet.com




PineBridge Investments is a global asset manager with experience in emerging and developed markets, and investment capabilities in multi-asset, fixed income, equities and alternatives. Our firm is differentiated by the integration of on-the-ground investment teams of approximately 200 professionals, providing investors with the combined benefits of global fundamental perspectives and analytical insights. We manage US$82.7 billion as of 31 December 2016 for a global client base that includes institutions, insurance companies and intermediaries.

Contact: Klaus Schuster, Phone: +44 20 73 98 60 81, www.pinebridge.com




Robeco was founded in Rotterdam in 1929 and belongs to the Robeco group which manages assets of EUR 276 bn (per September 2016). The German branch in Frankfurt was established in 2002. To protect the funding and solvency ratios of its investors, Robeco is offering low volatility / low beta investment strategies in equities since 2006 and lately also in credits. Robeco’s affiliate company RobecoSAM in Zurich is a world renowned expert in sustainability research and sustainable investments.

Contact: Ingo Ahrens, Phone: +49 69 959 08 59, www.robeco.de




State Street Global Advisors rely on a long heritage, legacy of experience with a history of innovation, and has been committed to helping our clients achieve financial security. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines.
With trillions in assets, our scale and global reach offer clients access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions (AUM as per 31 December 2016 was USD 2.47 trillion).

Contact: Frank Becker, Phone: +49 89 55 87 84 14, www.ssga.com




Wellington Management is an investment adviser to more than 2,150 institutions in over 55 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients worldwide. With US$ 998 billion in client assets under management, we offer a broad range of equity, fixed income, alternative, and multi-asset investment approaches. We are a globally integrated community of investment professionals. Our most distinctive strength is our rigorous, proprietary research, which is shared collaboratively across all areas of the organization. We have offices in the US, Europe, Asia, and Australia. (Figures as of 30 September 2016.)

Contact: Susanne Ballauff, Phone: +49 69 677 76 15 02, www.wellington.com




William Blair is building enduring relationships with clients and providing expertise and solutions to meet their evolving needs. The goal is to deliver long-term risk-adjusted outperformance for clients worldwide, including private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, high-net-worth individuals and families. William Blair is based in Chicago with offices in London, Zurich and Sydney. Assets under management are $67 billion.

Contact: Reto B. Baruffol, Phone: +41 44 287 90 30, www.williamblair.com




Winton is a global investment management and data technology company. David Harding founded Winton in 1997 with the belief that the scientific method offers the best approach to investing. Our decisions are driven by statistical inference based on the empirical analysis of data, rather than instinct or intuition. Finding patterns in data and building intelligent investment systems has been our business for almost 20 years.
Today we advise on over $30bn of assets for many of the world’s largest pension funds, sovereign wealth funds, banks and fund platforms. Our programs include managed futures, diversified absolute return strategies and long-only equity. We employ more than 450 people in offices around the globe, including London, Oxford, Hong Kong, New York, San Francisco, Shanghai, Sydney, Tokyo and Zurich.

Contact: Tobias Baumann, Phone: +44 20 85 76 58 00, www.winton.com




WisdomTree launched its first ETFs in the United States in June of 2006 and in Europe in October of 2014. A smart beta innovator, WisdomTree pioneered the concepts of fundamentally weighted indexes and active ETFs—and is currently an industry leader in both categories. WisdomTree strategies span asset classes and countries around the world.
In Europe, WisdomTree offers UCITS ETFs as well as ETPs, under the Boost brand. The UCITS ETFs focus on Dividend Growth, Equity Income, Small Cap, Currency Hedged strategies and Enhanced Broad Commodities while the Boost ETPs include short & leverage ETCs and other ETNs across asset classes.

Contact: Gea Smolic, Phone: +44 203 824 60 33, www.wisdomtree.com


Media Partners

PREMIUM MEDIA PARTNERS



Absolut Research GmbH was founded in 2000 to publish innovatitive research and specialized expertise targeted at the daily asset allocation decision making of German speaking institutional investors. Our different publications – from our flagship magazine Absolut|report and asset class performance analyses down to product-level research – offer independent and neutral information to react to the long term challenges of capital markets. This includes accommodating the growing institutional demand for sustainable and ESG investing. Our magazine Absolut|impact was launched in 2016 and is the first dedicated sustainabilty publication directed at the institutional community.

Contact: Phone: +49 40 30 37 79 0, www.absolut-research.de




Deutsche Pensions- & Investmentnachrichten – dpn is the first magazine dedicated to the information needs of German institutional investors, asset managers and the occupational pensions industry. Published in German, dpn provides readers with reliable and objective information on new market opportunities and investment trends, as well as research and statistics on the German asset management and pensions markets. Published six times a year since its launch in 2001, its expert writers offer genuinely exclusive insights into institutional asset management and pensions management.

Contact: Eve Buckland, Phone: +44 20 77 75 63 24, www.dpn-online.com




InvestmentEurope is a leading brand for fund selectors and investment professionals across Europe. Created from the MBO of Open Door Media Publishing Ltd from Incisive Media, and staffed by a senior team of many years' experience across editorial, sales and marketing, InvestmentEurope offers a suite of digital products including the website www.investmenteurope.net, mobile and tablet editions, a monthly print publication, and a portfolio of conferences and awards that bring asset managers and fund selectors closer together. InvestmentEurope is dedicated to being the 'go-to place for the fund selector community'.

Contact: Vanessa Forde, Phone: +44 20 37 27 99 24, www.investmenteurope.net




Investment & Pensions Europe is the monthly magazine for those running pension funds in Europe. Since our first issue in 1997, we have built an influential position within the European institutional investor community, and the publication has an average monthly circulation of 9,723 copies, of which 69% is in Continental Europe.

Contact: Piers Diacre, Phone: +44 20 34 65 93 00, www.ipe.com




The monthly magazine portfolio institutionell focuses specifically on the issues and requirements of the institutional community in Germany. We carefully select the most substantiated answers to questions raised by those responsible for investment within companies, as well as highlight critical backgrounds and contexts. The magazine has a circulation of 9,500.

Contact: Hajera Samadi, Phone: +49 69 85 70 81 18, www.portfolio-institutionell.de


MEDIA PARTNERS



Bundesverband Alternative Investments e.V. (BAI) is the lobby association for the Alternative Investments industry in Germany and catalyzer between German institutional investors and recognized providers of AI-products worldwide. One goal is to enhance the environment for German professional investors when diversifying their financial assets into Alternative Investments; another objective is to increase the awareness level and the understanding of these asset classes and strategies in public. BAI maintains an intense dialogue with political institutions and supervisory bodies and advocates for legal reforms to design an attractive regulatory environment for the German AI-industry. BAI counts 160 members from all areas of the professional Alternative Investments industry.

Contact: Phone: +49 228 969870, www.bvai.de




e-fundresearch.com Data GmbH is an independent information provider on investment funds and has been ranking among the leading providers of qualitative fund research and news in German-speaking Europe since 2000. Studies on funds and fund markets, interviews with fund managers and news represent the core of the content on the e-fundresearch.com websites. e-fundresearch.com also organizes focused conferences and roundtables and acts as partner of international asset management conferences and events. e-fundresearch.com Data GmbH also operates the successful investRFP.com platform for asset manager search, due diligence and reporting.

Contact: Albert Reiter, Phone +43 153 334 44 10, www.de.e-fundresearch.com




GFD Finanzkommunikation was founded in 1995 in Frankfurt am Main, is owner-operated and network independent. With five partners at present and a full-time staff of 20, GFD Finanzkommunikation is a boutique agency specialized in financial communications. Our two main areas of business are Public Relations for asset managers and financial service providers, and Investor Relations for public companies. Our spectrum of consulting services in financial communication ranges from management consulting to corporate development. The support we provide to our clients is built upon a forward-looking, long-term business relationship. Our corporate philosophy calls for at least one of the management team to play an active role in supporting each and every one of our clients. Every one of the partners has over 15 years of experience on capital markets and access to a comprehensive and reliable network spanning the entire financial community.

Contact: Uwe Lill, Phone: +49 69 97 12 47 13, www.gfd-finanzkommunikation.de




GodmodeTrader is the internet portal for trading, technical analysis and investment strategies with the broadest reach in the German-speaking markets. The portal was created by BörseGo AG, a company that is independent of banks and publishing houses. It offers private and institutional investors news on the financial markets, stock prices and charts in real-time, chart analyses from professional traders, webinars, live videos as well as various training programs. Fee-based premium services give guidance to active investors on how to make a promising trading decisions. Today many of these services take place interactively on the affiliate portal Guidants (www.guidants.com). Whether beginner or professional – GodmodeTrader provides everyone with the information they need for a successful performance on the stock market.

Contact: www.godmode-trader.de




investRFP.com is an independent platform for asset manager search, due diligence and reporting which is used by institutional investors, sovereign funds, fund selectors, family offices and private banks. investRFP.com provides more flexibility vs. databases and traditional search activities, more independence, more efficiency and lower costs. The platform also provides innovative solutions for due diligence processes, and reporting requirements. investRFP.com was developed by e-fundresearch.com and has been operated as an independent business unit of e-fundresearch.com Data GmbH since 2014.

Contact: Albert Reiter, Phone +43 153 334 44 10, www.investrfp.com


Speaker

John Andrews
John Andrews

John Andrews is a contributing editor to The Economist, the prestigious British weekly, and a senior editor for Project Syndicate. Until moving back to London in November 2006, he was The Economist’s most experienced foreign correspondent. In a 24-year career that included positions in London as industry editor and Asia editor, his foreign postings ranged from Singapore and Hong Kong to Brussels, Washington DC, Paris and finally Los Angeles. Before joining The Economist, Andrews spent six years with the Guardian and led the paper’s coverage of OPEC during its 1979–82 heyday. He came to the Guardian after living for seven years in the Arab world, first as an academic in Libya and Lebanon and then as a journalist.
John Andrews has written two books on Asia, co-authored a book on Europe and contributed chapters to other books, including the Encyclopaedia Britannica. He is also the author of The Economist Book of Isms. He is co-editor of Megachange: the World in 2050, which looks at the key events that will shape our world. His latest book is The World in Conflict: understanding the world’s troublespots.
John Andrews is a graduate of Cambridge University in classical and modern Arabic. He lives in the United Kingdom and France and speaks both French and Arabic.

Prof. Malcolm Baker
Prof. Malcolm Baker

Malcolm Baker is the Robert G. Kirby Professor of Business Administration at the Harvard Business School, where he is the Unit Head for finance, and the program director for corporate finance at the National Bureau of Economic Research.
His award-winning research is in the areas of behavioral finance, corporate finance, and capital markets, with a primary focus on the interactions among corporate finance, investor behavior, and inefficiency in capital markets. Professor Baker has made numerous presentations to academic and practitioner audiences.
Baker received a Ph.D. in business economics from Harvard University, an M.Phil. in finance from Cambridge University, and a bachelor's degree in applied mathematics-economics from Brown University. Before beginning his doctoral studies, he was a senior associate at Charles River Associates and a member of the 1992 US Olympic rowing team.
Outside of Harvard, he serves as a director of research at Acadian Asset Management, an institutional asset management firm focusing on active global and international equity strategies. He has worked with Acadian for more than ten years and plays a key role in formulating the investment research agenda.

Christian Baudis
Christian Baudis

Christian Baudis is a renowned and motivational speaker in the area of digital and internet trends.
He has held leading positions in the European media and internet sectors for more than 20 years, including the Managing Director role at Google Germany, advisory board membership at AOL Europe, CEO of HSE24 (Europe) and Managing Director Sales at ProSiebenSat.1 Media. He built several European startups successfully (Tremor Video Europe & El Cartel Media) and was elected to Germany's leading internet & media managers between 2008 and 2010. He also received two Online Star Awards and recently set up Green-Tech Venture Vivablu.org. Christian Baudis also founded My Digital, a digital innovation and consulting firm.
Today he advises international investors & corporates in their digital investment strategy.
He studied International Management at the renowned Bocconi University in Milan/ Italy and the Goethe University in Frankfurt/ Germany. He speaks five languages fluently.

Klaus Bernshausen
Klaus Bernshausen

Klaus Bernshausen is a Board Member of the Evangelische Ruhegehaltskasse in Darmstadt (ERK), being responsible for asset liability management and asset management.
After completing a banking apprenticeship, he held several senior positions with Commerzbank in Siegen, Leipzig and Mannheim. Asset management, money and foreign exchange trading, pension schemes for institutional and corporate clients were his main responsibilities.
ERK is the largest of three pension funds owned by the Protestant church in Germany, operating in 10 of the 20 Protestant regional churches. ERK is currently computing and paying pensions for roughly 10,000 pensioners and survivors.

Dr Gerhard Ebinger
Dr Gerhard Ebinger

Dr Gerhard Ebinger, Vice President Asset Management & Shareholder Services at BASF SE in Ludwigshafen, is managing an investment of approximately EUR 19bn. He has worked as a lecturer at the Ludwigshafen University of Applied Sciences since 2011. He worked with BMW Group in Munich and Birmingham from 2000 to mid 2010. In the course of his doctorate studies on corporate pension schemes, he was a senior fellow at Wharton in 1997.

Luc Froehlich
Luc Froehlich

Luc Froehlich joined Fidelity in May 2016 from Manulife Asset Management where he was portfolio manager and head of the Fixed Income department in Singapore. In Asia, Luc has managed pan-Asian multi-currency bond funds for retail and institutional investors such as central banks and pension funds. The funds he managed ranged from pure high-yield corporate credit to local government bonds and absolute return strategies. Before moving to Asia in 2011, he was portfolio manager and trader for the loan and credit derivatives portfolio of Bank of Tokyo-Mitsubishi UFJ in London. He started his career at Credit Suisse in Switzerland where he was credit analyst. Luc holds a Master’s degree in Business Administration from the University of St. Gallen (HSG), Switzerland and is a CFA and CAIA charter holder.

Patrick Houweling
Patrick Houweling

Mr. Houweling is Portfolio Manager Conservative Credits and Multi-Factor Credits in the Credit team. He is also Senior Quantitative Researcher, his areas of expertise include risk management, corporate bonds and credit derivatives. Prior to joining Robeco, Mr. Houweling was employed at the Risk Management and Modeling department of Rabobank International. Mr. Houweling has published several articles in the academic finance literature, including the Journal of Banking and Finance and the Journal of Empirical Finance. Mr. Houweling is a graduate from the Erasmus University Rotterdam and holds a Ph.D. in Finance as well as a Master's degree in Financial Econometrics from Erasmus University Rotterdam. Patrick has been active in the industry since 1998.

Dr. Jochen Kleeberg
Dr. Jochen Kleeberg

Dr. Jochen Kleeberg is founding partner and managing director of alpha portfolio advisors. He is responsible for manager selection. Until the end of 1996 he headed the German office of Barra International where he had been employed since 1991. Dr. Kleeberg studied business administration at the University of Münster where he also earned his doctor's degree in finance. He is a frequent speaker at industry conferences as well as seminars and is also co-editor of four handbooks all published by Uhlenbruch Verlag: "Hedge Funds" (2005), "Asset Allocation" (2003), "Portfolio Management" (2002) and "Spezialfonds" (2000).

Jesper Koll
Jesper Koll

Jesper Koll was appointed WisdomTree's Head of Japan on July 1, 2015. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Dr. Hendrik Leber
Dr. Hendrik Leber

Dr. Hendrik Leber studied business administration in Saarbrücken, St. Gallen (Switzerland). Syracuse and Berkeley (USA). Before he founded ACATIS in 1994, he was employed by Bankhaus Metzler from 1989 to 1994 and McKinsey management consulting from 1984 to 1989. Dr. Leber is responsible for portfolio management at ACATIS.

Robert Litterman
Robert Litterman

Bob Litterman is the Chairman of the Risk Committee and a founding partner of Kepos Capital, a New York City based systematic global macro firm. Prior to joining Kepos Capital in 2010, Bob enjoyed a 23-year career at Goldman, Sachs & Co., where he served in research, risk management, investments and thought leadership roles. He oversaw the Quantitative Investment Strategies Group in the Asset Management division. While at Goldman, Bob also spent six years as one of three external advisors to Singapore’s Government Investment Corporation (GIC). Bob was named a partner of Goldman Sachs in 1994 and became head of the firm-wide risk function; prior to that role, he was co-head of the Fixed Income Research and Model Development Group with Fischer Black. During his tenure at Goldman, Bob researched and published a number of groundbreaking papers in asset allocation and risk management. He is the co-developer of the Black-Litterman Global Asset Allocation Model, a key tool in investment management, and has co-authored books including The Practice of Risk Management and Modern Investment Management: An Equilibrium Approach (Wiley & Co.). Bob earned a Ph.D. in Economics from the University of Minnesota and a B.S. in Human Biology from Stanford University. He was inducted into Risk Magazine’s Risk Management Hall of Fame and named the 2013 Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he was the inaugural recipient of the S. Donald Sussman Fellowship at MIT's Sloan School of Management. In 2008, Bob received the Nicholas Molodovsky Award from the CFA Institute Board as well as the International Association of Financial Engineers/SunGard Financial Engineer of the Year Award. Bob serves on a number of boards, including Commonfund, where he was elected Chair in 2014, Options Clearing Corporation, Resources For the Future, Robert Wood Johnson Foundation, the Sloan Foundation, and World Wildlife Fund.

Friedrich Merz
Friedrich Merz

Friedrich Merz is Chairman at BlackRock in Germany since beginning 2016. From 2004 he was a senior partner of the international law firm Mayer Brown LLP. Friedrich Merz is an experienced member of numerous supervisory boards of companies; he currently chairs Atlantik-Brücke, a private, non-profit, non partisan association founded in 1952 with the goal of building a bridge between Germany and the United States. Between 1994 and 2009 Merz served in various capacities, inter alia as Parliamentary Group Chairman, and as Vice-Chairman of the CDU/ CSU parliamentary group in the German Bundestag from 2002 to 2004.

Andreas Metzen
Andreas Metzen

Andreas Metzen studied macroeconomics at the University of Cologne and the Stockholm School of Economics. After having graduated with distinction in 2008, he worked until December 2013 for Oppenheim Kapitalanlagegesellschaft as a senior analyst in the fields of risk analysis and performance measurement. Since January 2014, Andreas Metzen is managing director of Uhlenbruch GmbH.

Steven Oh
Steven Oh

Mr. Oh is Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments. He is responsible for coordinating and overseeing the firm's global credit and fixed income strategies. Prior to joining the firm in 2000, Mr. Oh's 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. Other prior positions include Manager of Ernst & Young's Restructuring and Reorganization and Strategy Consulting Groups. Mr. Oh received a BS in Finance and Management from the Wharton Graduate School of Business at the University of Pennsylvania and an MBA in Finance from the Kellogg School of Northwestern University. He is a CFA charterholder.

Yoshio Okubo
Yoshio Okubo

Yoshio Okubo is Vice Chairman of the Japan Investment Trust Association (JITA), an organization for mutual fund and REIT companies in Japan. Prior to his appointment at JITA in June 2015, he worked for the Japan Securities Dealers Association (JSDA), serving as its Vice Chairman since 2011. Throughout his professional career, he mostly worked on financial, regulatory and international issues in financial services, including serving as Chairman of the WTO Committee on Trade in Financial Services in 1997-1999. He worked for the Financial Services Agency (FSA) of Japan, covering international issues and capital markets policies, and for the Ministry of Finance where he served as Deputy Vice-Minister for International Affairs. While at the JSDA, he served as Chairman of Self-Regulatory Organizations Consultative Committee (SROCC, currently AMCC) of IOSCO from 2009 to 2012. He was appointed as Executive Director of the World Bank Group for Japan from 2004 to 2006. 

Alexander Raviol
Alexander Raviol

Alexander Raviol is a Partner and Head of Portfolio Management Alternative Solutions at Lupus alpha. As a graduate physicist, Raviol gained wide experience in capital markets in Dresdner Bank's Asset Management division in Frankfurt and as a portfolio manager with UBS and HSH Nordbank AG. He joined Lupus alpha as Head of Quality & Risk Management in 2006, being inter alia responsible for the product development of alternative investment strategies.

Prof. Dr Christian Rieck
Prof. Dr Christian Rieck

Prof. Dr. Christian Rieck is a Professor for Finance and Economic Theory at the Frankfurt University of Applied Sciences and is known by his many publications on game theory and finance themes. He was a student of the Nobel laureate Reinhard Selter. Following his studies of economics and business/economics education, Rieck played a significant role in the realignment of the Center for Financial Studies; later he headed IBM Global Services' international competence center for solutions in the financial industry.
The passionate motorbiker likes to challenge common thought patterns and present uncommon issues and solutions in his roles as speaker and author. His research focuses on futorology and the simulation and experimental studies of decision-making situations ranging from actions in markets to the conduct in restrooms.
Christian Rieck is a thought leader in the field of digital transformation of value chains, investigating what impacts the generation Y, the social media and Artificial Intelligence will have on the future of the finance industry.

Ritirupa Samanta
Ritirupa Samanta

Riti Samanta is a managing director and part of the Senior Leadership Team (SLT) at State Street Global Advisors. She is responsible for the development of smart beta fixed income, currency, and active rates investment strategies for SSGA. Previously, she headed the Asset Allocation and Currency research teams developing investible strategies in these areas using quantitative models for return forecasting, risk measurement, and portfolio construction. She is part of the Fixed Income, Cash and Currency (FICC) SLT and a member of the Technical Committee that evaluates all quantitative research in the firm. She is a senior portfolio manager in FICC. Before joining SSGA, Riti was a senior research associate at State Street Associates using institutional flows, holdings and market returns to forecast investor behavior in equity and currency markets. She has published research on Extreme Value Theory, studying the effect of incorporating non-normalities and time-sensitive correlation structures in various aspects of quantitative modeling. Her research has been published in the Journal of Performance Measurement and presented at the Society for Nonlinear Dynamics and Econometrics.
Riti holds a PhD in international finance and economics from Brandeis University, a MS in finance from Brandeis, and a BA in economics (minor in mathematics) from Reed College, where she held the Walter Mintz scholarship in economics.

Dr. Andreas Sauer
Dr. Andreas Sauer

Dr. Andreas Sauer, CFA, is the owner of ansa capital management GmbH, an investment boutique specialized in Total Return strategies, which he founded in 2013. In 1999, he was one of the founders and partners of what is today Quoniam Asset Management. As CEO and CIO he turned it into the most successful investment boutique in Germany in the space of 13 years. When he withdrew in December 2012, the company managed for global institutional investors assets worth about 18 billion Euro. He has 20 years of experience in quantitative asset management and relationship management for institutional clients. 

Georg Schuh
Georg Schuh

Georg Schuh is Chief Investment Officer EMEA and Member of the Management Board of Deutsche Asset Management International GmbH. He has been working with Deutsche Bank Group since 1994. His previous experience inluded serving as Global Chief Strategist, CIO Institutional, Head of Multi Asset Team Institutional, Co-Head Fixed Income Institutional, Head of Bond and Currency Strategies in the private and institutional clients division of Deutsche Bank and Senior Portfolio Manager at Deutsche Asset Management. Previously, he served as a fund manager at Allianz Asset Management.
Georg Schuh has a graduate degree in business administration and studied at the University of Regensburg and at the École de Commerce et de Management in Marseille. He is a Certified European Financial Analyst (CEFA).

Peter Signer
Peter Signer

Peter Signer works since 2008 as Head of Investment at NEST Sammelstiftung. Before joining NEST Sammelstiftung he worked at St. Galler Kantonalbank and Raiffeisen Switzerland in different management positions. Peter Signer was in charge of setting-up the funds business structure for Raiffeisen funds. Due to cooperation change to DZ Privatbank, Zürich, he was as Vice President, responsible for product management. Peter Signer has more than thirty years experience in Private Banking.

Brian Singer
Brian Singer

Brian Singer is the head of the Dynamic Allocation Strategies (DAS) team, on which he also serves as a portfolio manager. In this role, Brian shares with Thomas Clarke ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios.
Before joining William Blair in 2011, Brian was the head of investment strategies at Singer Partners, LLC. Before that, he was the head of Global Investment Solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group managing board and global asset management executive committee.
Brian is extensively involved with the CFA Institute. He is a member of the CFA Society of Chicago and a member of the CFA Institute Research Foundation Board of Regents. In 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. He formerly served as a board member and chair of the CFA Institute board of governors.
Brian has written extensively on global portfolio, currency, and performance issues and co-wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 he was the lead author of Investment Leadership and Portfolio Management, Wiley Publishing. In 2015, Brian was inducted into the Performance and Risk Management Hall of Fame by The Spaulding Group.
Brian serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the "Free to Choose Network," which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Foundation’s board. Brian holds a B.A. in economics, Northwestern University, and an M.B.A., University of Chicago’s Booth School of Business.

Dr Helge Wulsdorf

Dr Helge Wulsdorf


Helge Wulfsdorf ,Th. D. is head of sustainable investments at Bank für Kirche und Caritas eG in Paderborn besides being the deputy chairmain of the supervisory board of a episcopal relief organisation, namely Aktion Adveniat, registered charity. Mr. Wulfsdorf is lecturer at BiTS, business school, Iserlohn to boot. Over and above that plentiful scientific writtings on social ethics and sustainability have been published. Helge Wulfsdorf wrote his dissertation on environmental & business ethics at the University of Münster.

Felix W. Zulauf
Felix W. Zulauf

Felix W. Zulauf is the owner and founder of Zulauf Asset Management AG, Zug / Switzerland. In the course of his career, he worked for UBS in Zurich where he held various positions as a fund manager, global investment strategist and Head of Institutional Portfolio Management. He deepened his specialist knowledge of global financial markets at renowned listed companies in New York and Paris. He founded Zulauf Asset Management AG in 1990, which permitted him to implement his investment philosophy without conventional institutional settings. During the last decade, Zulauf has sold his majority stake in his company and converted his minority interest into an independent enterprise with the primary function of a private Family Office that also provides consulting services. In 2013, together with other partners, he founded Vicenda Asset Management, a company active in the area of innovative financial products. 

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