EUROPEAN INVESTOR SUMMIT 2021

Monday, March 8, 2021
to Friday, March 12, 2021
Speakers
Greg Medcraft
Director for Financial and Enterprise Affairs, OECD

Greg Medcraft was appointed Director of the OECD’s Directorate for Financial and Enterprise Affairs in November 2017, where he leads the Organisation’s work on markets policy and business conduct.

Mr Medcraft began his professional life at accounting firm KPMG, before moving to Société Générale, where he worked in Australia, Asia, Europe and the Americas, finishing his 30 year career there as Managing Director and Global Head of Securitisation. During this time he also served as CEO of the Australian Securitisation Forum, and Chairman and Co-Founder of the American Securitization Forum.

From 2009 to 2017, Mr Medcraft was Commissioner and then Chairman of the Australian Securities and Investments Commission (ASIC), Australia's corporate, markets, financial services and credit regulator. Mr. Medcraft was also Chair of the IOSCO Board and a member of the Financial Stability Board from 2013 to 2016.

Mr. Medcraft has also held elected public office, including as mayor of cities in Melbourne and Sydney.

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Lucia Silva
Group Head of Sustainability and Social Responsibility, Assicurazioni Generali

Lucia Silva is Group Head of Sustainability and Social Responsibility for Assicurazioni Generali since September 2015, where she leads the definition and the implementation of the Group Sustainability strategy and policies. 

Lucia is a senior sustainability professional with 20 years of experience. She strongly believes that by aligning people, planet and profit, companies ensure they are successful now and in the future. In her current role, she has the opportunity to work on some of the most pressing challenges of our time, such as climate change, ageing population, demographic changes, and digitalization. Her focus is on integrating sustainability into the business, looking at insurance products and investment strategies. 

Lucia is also a Board Member of ‘Fondazione Generali – The Human Safety Net’, a non-profit organization supported by the Generali Group, whose mission is to unlock the potential of disadvantaged people so that they can transform the lives of their families and communities.

Prior to joining Generali, Lucia worked for 15 years at KPMG, where she successfully supported various companies from a wide range of sectors in defining and developing their Sustainability strategy. During this period, Lucia was also instrumental in the development and implementation of KPMG’s own Sustainability strategy in the EMEA region (Europe, Middle East, Africa), leading an international network of colleagues.

Lucia holds a master’s degree in ‘Governance, Business Ethics and Risk Management’ from Libero Istituto Universitario Carlo Cattaneo University along with a degree in Philosophy from Statale di Milano University.

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Jean-Jacques Barbéris
Head of Institutional and Corporate Clients Division, Amundi

Jean-Jacques Barbéris is Head of Institutional and Corporate Clients Coverage and an Executive and General Management board member at Amundi.

Before joining Amundi, Jean-Jacques acted as advisor for Economic and Financial affairs in the staff of the French President of the Republic, where he served from 2013-2016. Prior to this, he was a member of staff of Pierre Moscovici, French Minister of Economy and Finance.

Between 2009 and 2010, Jean-Jacques chaired the European group of experts on climate finance in the negotiations at UNFCCC. During that time, he also participated in different studies on the economics of climate change, such as Jean Tirole’s report published before the Copenhagen UNFCC conference in 2015.

Jean-Jacques started his career in the French Treasury Directorate General where he served from 2008 to 2012.

Jean-Jacques was a lecturer in advanced economics at Sciences-Po Paris From 2009 to 2012. He is also chairman of the French think tank “En Temps Réel”, dedicated to European politics.

Jean-Jacques is a Young Global Leader of the World Economic Forum since 2019.

He is also a vice-chairman of Finance for Tomorrow, the French financial association devoted to sustainable finance

Jean-Jacques Barbéris graduated from Ecole Normale Supérieure “Lettres et Sciences Humaines”, “agrégé” in History, and alumni at both Sciences Po Paris and Ecole Normale d’Administration.

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Johanna Kyrklund
Group CIO and Global Head of Multi-Asset Investments, Schroders

Johanna Kyrklund Joined Schroders in March 2007 and is based in London. As Group CIO, she oversees investment performance, philosophy and process for all asset classes (excluding private assets), reinforcing a culture of collaboration across all desks. In addition, Johanna leads the Multi-Asset Investments division, is a member of the Group Management Committee (GMC) and Chairs Global Asset Allocation Committee. Johanna is responsible for investments on behalf of Multi-Asset clients globally and is the lead portfolio manager of the Schroder Diversified Growth Strategy.

Prior to joining Schroders, Johanna specialised in tactical asset allocation strategies. From 2005 she worked at Insight Investment where she managed an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of the Deutsche tactical asset allocation fund.

Johanna is a CFA Charterholder. She holds a degree in Philosophy, Politics and Economics from Oxford University. Johanna is a member of the Cambridge University Investment Board and the Railpen Investment Board.

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Erik Norland
Senior Economist, CME Group

Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact upon those who trade in its various markets. He is also one of CME Group’s spokespeople on global economic, financial and geopolitical conditions.

Prior to joining CME Group, Norland gained more than 15 years of experience in the financial services industry working for investment banks and hedge funds both in the United States and in France working for hedge funds and investment banks.

Norland holds a bachelor’s degree in economics and political science from St. Mary’s College of Maryland and an M.A.in statistics from Columbia University. He is also a CFA Charterholder.

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Esty Dwek
Head of Global Market Strategy, Dynamic Solutions, Natixis Investment Managers

Ms. Dwek has more than 12 years of experience in the financial industry. Before joining Natixis Investment Managers in 2016, she was a global strategist with the emerging markets team at Loomis, Sayles & Company, where her responsibilities included developing global macroeconomic and asset class views, as well as asset allocation ideas. She began her investment industry career in 2006 at HSBC Private Bank where she worked in Geneva, New York and Singapore and spent her last six years there as an investment strategist in London. As Head of Global Thematics & Macro Research, Ms Dwek is responsible for developing and communicating market research, macroeconomic views, investment ideas and asset allocation positioning, as well as long-term return assumptions. These views help inform investment decisions across Dynamic Solutions' portfolios. Ms. Dwek holds a BA in Political Science from Princeton University.

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Nicolas Campiche
CEO, Pictet Alternative Advisors

Nicolas Campiche joined Pictet Alternative Advisors in 2000 and was appointed Chief Executive Officer in 2003. He was recruited by Pictet & Cie as a portfolio manager in 1994 and went on to assume responsibility for Pictet London’s UK-based private clients.

Nicolas began his financial career in 1991 at the United Nation Pension Fund in New York. He later worked for the Credit Suisse Group where he progressed to portfolio manager.

Nicolas holds a Master of Science (MSc) in Economics from the HEC Business School of Lausanne. He also completed an Investment Management & Corporate Finance post-graduate course at London Business School.

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Léa Dunand-Chatellet
Head of Responsible Investment, DNCA Finance

Léa Dunand-Chatellet, 37 years old, is a graduate of the École Normale Supérieure (ENS), with an agregation in economy and management (university highest-level competitive examination for teachers’ recruitment), and is also a member of various committees on the Paris financial market. She teaches courses on responsible investment in some of France’s major business schools on a yearly basis and co-authored a key publication in 2014 “SRI and Responsible Investment” (published by Ellipse, available in French only).

Léa started her career in 2005 at Oddo Securities’ extra-financial research department, then became portfolio manager and Head of ESG research at Sycomore Asset Management in 2010. She spent five years at the company, setting up and managing a range of SRI funds with AUM of €700m, achieving a top AAA ranking from Citywire. Working within the investment management industry, she developed a pioneering extra-financial model that includes sustainable development issues in the fund management approach. In 2015, she joined Mirova as Equity CIO, managing a team of ten equity portfolio managers, with AUM of €3.5bn.

Léa Dunand-Chatellet was appointed Head of the Responsible Investment department at DNCA Finance in June 2018.

She is tasked with setting up a Responsible and Sustainable Investment team as part of the broader portfolio management team, with the aim of providing in-house research for all fund managers, particularly for the SRI fund range, which will be available from September 2018.

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Gian Luca Giurlani
Managing Director, The TCW Group

Mr. Giurlani joined TCW in 2016 as Managing Director in the International Marketing Group. His main responsibility is the promotion of TCW mutual funds and strategies in the Institutional and Intermediary space in Continental Europe. He also looks after key Global Accounts. Mr. Giurlani is responsible for the TCW UCITS platform in Europe. For the prior eight years, Mr. Giurlani was an executive vice president on the EMEA global wealth management team at PIMCO where he was the head of PIMCO’s distribution and insurance business development. He also focused on developing key business partnerships in Europe. Prior to joining PIMCO, he was a managing director and global head of sales and distribution at Crosby Forsyth. He has also worked at Janus Capital Group where he was responsible for the development and sales of their funds. He has more than 20 years of investment experience and holds an undergraduate degree from Università degli Studi di Pisa where he later taught and lectured in the finance MBA and PhD programs.

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Deborah Shire
Deputy Head of AXA IM Alts and Global Head of Structured Finance, AXA Investment Managers

Deborah Shire is Deputy Head of AXA IM Alts in charge of Corporate Development and Global Head of Structured Finance.

Deborah was appointed Deputy Head of AXA IM Alts in 2020. AXA IM Alts is a global leader in alternatives investment, with more than €150bn in assets under management and an established position in real estate (#1 real estate investment manager in Europe, #5 worldwide), infrastructure (#4 global infrastructure debt capital manager), private debt (#1 CRE debt capital raiser in Europe, #5 global private debt capital raiser) and hedge funds.

Deborah oversees the Global Structured Finance business, which employs more than 100 professionals in Europe and the US. In 2000, Deborah co-founded the Structured Finance platform, growing it from a €3.5bn business to one of the largest managers of alternative credit assets in Europe today, managing more than €48bn for 100+ clients. In her role, Deborah leads the development and launch of a performing and diversified product range including leveraged loans, ABS, CLOs, ILS, Mortgages and Impact investment.

Between 2011 to 2014, Deborah served as a Global Head of Business Development within the Real Assets team at AXA IM, in this role she was responsible for Corporate Finance, Investor Relations, Marketing & Communication and Business Development. Deborah was also a member of the Management Board of AXA IM – Real Assets and was instrumental in the creation of the CRE debt platform, now firmly established as a global leader in its field today.

Deborah has extensive experience working for AXA group and held various positions both in the Finance and Quantative Management departments before moving to AXA IM Structured Finance in 2000.

Deborah holds a Diploma of Financial Analyst from the French Society of Financial Analysts (SFAF) and is a graduate of Ecole Nationale Supérieure de l'Aéronautique et de l'Espace in Engineering.

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Guillaume Spinner
Chief Operating Officer, Tikehau Investment Management

Guillaume Spinner was appointed Chief Operating Officer of Tikehau Investment Management (TIM) in 2019, and is responsible for fund operations, finance, and client services activities. Guillaume also contributes to fund structuring efforts in order to tackle new fundraising opportunities.

Before joining TIM, Guillaume was director of a family office, after having served as Head of Fund Management at Aviva Investors Real Estate France, managing over €2bn AUM. From 2003 to 2017, Guillaume worked at AXA Investment Management Real Assets successively as Head of Fund Finance and Chief Financial Officer. He started his career at Archon Group (Goldman Sachs) in 1998, spending 5 years with the company. Guillaume graduated from EDHEC Business School and London School of Economics.

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Carolina Minio Paluello
Global Head of Product, Solutions and Quant, Schroders

Carolina Minio Paluello is Global Head of Product, Solutions and Quant at Schroders. The Product division’s responsibility encompasses creation, oversight of existing product strategy as well as the marketing of Schroders investment capabilities. The division’s Solutions business is responsible for delivery of strategic advice, customisation and risk management to institutional and intermediary investors globally. This includes Investment Solutions (including Fiduciary Management), LDI, Advanced Bond Beta, Risk Managed Investments (including Maximiser) and US Portfolio Solutions. The Quant division is responsible for managing portfolios with a quantitative approach. This includes Quantitative Equity Products and Systematic Investments.

Carolina joined Schroders in 2019 and is based in London.

Prior to joining Schroders, Carolina was Global Head of Solutions at Lombard Odier from 2013-2019. From 2011-2013 she served as the Head of EMEA for Equity and Private Investor Solutions at Citigroup Investments Inc. From 2009-2011 Carolina was EMEA Head of Private Investor Product Group in the Securities Division at Goldman Sachs. Prior to this Carolina was Managing Director for Quantitative Investment Strategies at Goldman Sachs Asset Management from 2000-2009.

Qualifications: PhD in Finance from London Business School, Master’s degree in finance from Université Catholique de Louvain in Belgium and Bachelor’s degree in Economics from Université Libre de Bruxelles.

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Nicolas Moreau
Chief Executive Officer, HSBC Global Asset Management Ltd

Nicolas Moreau joined HSBC Global Asset Management on 2 September 2019 as Chief Executive Officer.

Nicolas has 30 years of experience in the asset management and insurance industries. Before this appointment, Nicolas spent 2 years at Deutsche Bank as the Management Board member responsible for Deutsche Asset Management. As the Global CEO, Nicolas led the business to be listed on the Frankfurt Stock Exchange in March 2018 and rebranded the business to DWS. Previously, Nicolas spent 25 years with the AXA Group. He was Chairman and CEO of AXA France and a member of the AXA Group Management Committee, as well as Vice Chairman of the Group Investment Committee. Nicolas has also been CEO of AXA Investment Managers and CEO of AXA UK & Ireland. He began his career with Arthur Andersen.

Nicolas is a graduate of the Ecole Polytechnique and has an actuarial degree from the Centre d'Etudes Actuarielles. He was awarded la Legion d'honneur in 2015, for his services to the French financial industry

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Sonia Essobmadje
Impact-based finance structurer, Societe Generale

Sonia is an investment banking professional with more than 13 years of international experience. Throughout her various positions, she has developed an in-depth understanding of global debt financing and capital markets.

Sonia has developed a strong expertise in green and positive impact finance. She has contributed to launch the green bond offer within Societe Generale and took an active role in the first green issuances of the bank. She has been involved in the Positive Impact Finance Initiative of UNEP-FI (United Nations Environment Programme Finance Initiative) since 2015. The initiative aims at exploring solutions to the financing gap associated with sustainable development and the Sustainable Development Goals (SDGs).

She is the co-author of the paper “Rethinking Impact to Finance the SDGs” published in November 2018. The paper explores new ways to significantly decrease the cost of achieving the SDGs and stimulate business and financing solutions at scale.

She is co-founder of the NGO “Coalition Digitale” whose ultimate goal is to promote inclusive and sustainable development in Africa via ICT (Information and Communication Technology).

She holds a Master of Science in trading and asset management from ESLSCA Business School and a master’s degree in corporate finance from the California State University and Cergy Pontoise University. She successfully completed a BA in programming and computer software from University Paris XIII. Sonia is a CFA charterholder since 2017.

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Nathanael Benzaken
Chief Client Officer, LYXOR AM

Nathanael Benzaken is CCO of Lyxor Asset Management and member of the Executive Committee of Lyxor Asset Management.

He was previously CEO of Lyxor Asset Management Inc. (US) from 2014 to 2018.

Nathanaël joined Lyxor AM in March 2001 as Head of the Long/Short Equity desk. In 2005, he was appointed Head of the Hedge Fund Research and Selection in charge of the construction and management of the managed account platform. He was appointed Head of Managed Account Platform Development in June 2009 and Deputy Head of Alternative Investments in 2013, heading the business development for Managed Accounts, and overseeing its strategic development on a global basis. Prior to joining Lyxor AM, Nathanaël was Manager of the Financial Risk consulting division at Andersen (Luxembourg) for two and half years and Treasurer at Crédit Agricole for three years.

Nathanaël graduated from Kedge Business School (France) and holds a Master’s degree in Finance from the University of Toulouse (France).

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Stephanie Gaudoux
Head of Coverage France, Societe Generale Securities Services

Stéphanie has been responsible for the sales and relationship management team of Societe Generale Securities Services in France since October 2018. Stéphanie has more than 15 years of experience in sales, working for companies of international renown in the finance sector.

Stéphanie started her career at IBM France in 2001. She worked in close cooperation with the sales department and their clients and was initially responsible for marketing and internal and external communication. She then held the position of Business Engineer, responsible for the financial market subsidiaries of Crédit Agricole/Crédit Lyonnais (corporate and investment banking, asset management, private banking and international subsidiaries).

From 2007 to 2010, Stéphanie spent three years at BNP Paribas Securities Services as a sales and relationship manager responsible for the institutional clients.

From 2010 to 2018, she has been in charge of the business development of State Street in France, member of the management committee and the primary contact for French institutional investor clients.

Stéphanie holds a diploma with honors from NEOMA Business School (formerly the ECOLE SUPERIEURE DE COMMERCE DE REIMS/Reims Management School). She is also a graduate of the IBM Global Sales School (2004).

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