EUROPEAN INVESTOR SUMMIT 2022

Wednesday, June 8, 2022,
8:30 AM - 6:00 PM


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The European Investor Summit will gather major asset owners, fund managers and finance professionals in Paris for one day to discuss the current and future challenges and opportunities of our industry. Do not miss your chance to get first-hand information and insight and to network with your peers.

Provisional agenda
Wednesday, June 8, 2022
Registration and breakfast
2:30 AM - 3:00 AM (You - EST )
Welcome and opening
3:00 AM - 3:15 AM (You - EST )
Panel - Building portfolios in an ESG world, mission impossible?
3:15 AM - 4:00 AM (You - EST )

- It's not (that) easy being green, especially with increasingly complex and demanding regulations

- Is Taxonomy really changing investment behaviours?

- The Russian-Ukrainian crisis: catalyst or cataclysm for the energy transition and decarbonisation agenda?

- S: the rising star within the team of three

- Governance and stewardship: are models leading to greater transparency the new normal?

Keynote speech - Crypto assets: are we ready to take the plunge?
4:00 AM - 4:45 AM (You - EST )

- With MiCA and the DLT Pilot Regime, European regulation is at the forefront of the crypto revolution. Does this give European buy-sides a head start on the rest of the world?

- Is this the right time to integrate crypto assets into investment strategies? What can investors expect from them?

- What are the current initiatives by “traditional” investment managers? Who are the other players in the market and what are they doing? What can we expect in the near future?

- ESG & crypto: the impossible combination?

Coffee/networking break
4:45 AM - 5:30 AM (You - EST )
Panel - Private markets: boom or bust?
5:30 AM - 6:15 AM (You - EST )

- After a record year in 2021, what can we expect from real assets in 2022 and beyond?

- In a post-covid world marked by rising inflation and interest rates, what will be the key trends for real estate?

- Debt & infrastructures: new momentum?

- ESG and private markets, match made in heaven or tainted love?

Lunch/networking break
6:15 AM - 8:00 AM (You - EST )
Keynote speech - Artificial Intelligence will be what you make of it!
8:00 AM - 8:45 AM (You - EST )

- A few misconceptions about AI

- What AI is and what it is not

- The impact of AI on the investment industry

- What about the human factor in all this? How to adapt to face change

Panel - Reflation, stagflation, greenflation: The world at a tipping point? 
8:45 AM - 9:30 AM (You - EST )

- One geopolitical earthquake after another; how is the investment industry coping?

- Interest rates and inflation: the great tectonic shift?

- What are the likely short, medium, and long-term impacts of these shockwaves for investors?

- International uncertainties: a threat to emerging markets investment?

Coffee/networking break
9:30 AM - 10:15 AM (You - EST )
Panel - Distribution: playing with the cards you have been dealt or changing the game?
10:15 AM - 11:00 AM (You - EST )

- What are the new distribution channels available?

- How can former models be reinvented?

- How are investors (retail, HNWI, Institutional) behaving in the current economic climate?

- Digital: the ultimate leverage for successful distribution?

- The importance of client experience in a winning distribution strategy

Closing remarks
11:00 AM - 11:15 AM (You - EST )
Networking drinks
11:15 AM - 12:30 PM (You - EST )

Speakers

Kokou Agbo-Bloua
UK Head of Research and Global Head of Economics, Cross-Asset and Quant Research, Societe Generale CIB
Kokou joined SG CIB in 2014 as...
Kokou joined SG CIB in 2014 as Global Head of Engineering for Global Equity Flow (GEF) before taking the leadership of the Flow Strategy & Solutions team within Global Markets Financial Engineering. In June 2020 he was appointed Global Head of Economics, Cross-Asset & Quant Research, in addition to his role as Head of Flow Strategy & Solutions. Previously, he was Head of Equity & Derivative Strategy Europe at BNPP in London where he was responsible for European fundamental equity strategy, derivatives parameters, global cross-asset themes and convertible bonds strategy. Prior to this, he started his career on the trading side as a portfolio manager at Goldman Sachs Principal Strategies (GSPS) and then a derivatives trader at JP Morgan. Born in Togo and educated in China, where he spent 12 years of his life, Kokou Agbo-Bloua graduated with an MSc in Management from HEC School of Management in Paris in 2002 and completed his post-graduate studies in Finance at the Anderson School of Management at UCLA.
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Dominique Carrel-Billiard
Head of Real Assets, Amundi Group
Dominique Carrel-Billiard is H...
Dominique Carrel-Billiard is Head of Real Assets of Amundi Group, Deputy CEO of Amundi Asset Management and Chairman of Amundi US. He is a member of Amundi Group Management Committee, and of Amundi Group Executive Committee.Prior to joining Amundi on December 2016, Dominique was CEO of La Financière de l’Echiquier (2014-16), a French boutique asset manager with a European equity focus (AUM 8 bn€).He had served as CEO of AXA Investment Managers Group from 2006 to 2013, a global multi-expertise asset management group with assets of 550 bn€ at the time, providing services in liquid (equities, fixed income, multi-asset), as well as illiquid assets (private equity and real estate).Prior to AXA IM, Dominique worked as Senior Vice President Business Support and Development at the AXA Group.He was previously a partner at McKinsey & Company where he worked for 12 years, focusing mostly on serving financial institutions.He started his career in 1987 at Crédit Commercial de France in Mergers and Acquisitions.Dominique is a graduate from HEC (Hautes Etudes Commerciales -Paris) and holds a MBA from Harvard Business School.
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Brigitte Daurelle
CEO, MFEX
Brigitte Daurelle is CEO of MF...
Brigitte Daurelle is CEO of MFEX by Euroclear. She was appointed in October 2021. For the six years prior to that she was CEO of Euroclear Belgium, Euroclear France & Euroclear Nederland. Brigitte consolidated these three national CSDs onto a single platform, ESES, and connected them to Target 2 Securities. She currently sits on the board of directors of SFIL.
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Jean-Philippe Desbiolles
Financial Services AI & Data Leader, IBM Industry Academy
As a Senior Executive with 22...
As a Senior Executive with 22 years of international experience, Jean-Philippe is a transformational leader in Banking and Financial Market. He has a successful track record of driving business reinvention leveraging Digital, Artificial Intelligence (AI), Advanced Analytics, Blockchain, Internet of Things (IoT) and Cloud capabilities.He built the Cognitive and Analytics business in IBM Singapore covering South East Asia, led the Banking Industry globally for IBM Watson Group in New-York (AI & Data IBM Business Unit), and drove for 4 years the Cognitive Process Transformation team in France.He personally delivered key strategic and transformational projects for big international financial institutions. His expertise covers three main business domains: digital user experience, enhance knowledge worker and intelligent workflows.He is now the IBM Global AI & Data Leader for Banking and Financial Market (Retail banking, Financial Market & Insurance). He is responsible to position IBM as the trusted transformation partner in client's cognitive journey helping them to shape it, scale up AI & Data everywhere and get user adoption.Jean-Philippe is communicating his convictions around AI, digital transformation, ethics and technology across many academic programs (Columbia University, INSEAD, Zermatt Summit Foundation, HEC Executive Program,…) and conferences (CES Unveiled, Technion, THINK,…) and is leading the AI impact on skills/HR workstream for European Commission for 4 years.He also wrote and published his first book L'IA sera ce que tu en feras – AI will be what you make of it (Editions Dunod, 2019), where he is sharing his vision on AI redefining the partnership between humans and machines through 10 golden rules. Nicknamed the “French Doctor Watson” by Forbes Magazine, he has contributed to making the concept of Cognitive Enterprise a reality.
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Luisa Florez
Head of Research in Responsible Finance, OFI Asset Management
Before joining OFI AM, Luisa h...
Before joining OFI AM, Luisa had been at LBPAM since 2017, where she held the posts, successively, of Head of SRI Research and Head of SRI Solutions. She began her career in 2005 at Vigeo, before getting into asset management as SRI analyst at Groupama AM and taking on the role of Head of ESG research at AXA IM.Luisa Florez holds a Master’s degree in Finance and Strategy from the Paris Institute of Studies (Sciences Po Paris).
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Kaï Friedrich
CEO, ebase - an FNZ company
Kai Friedrich is CEO FNZ Germa...
Kai Friedrich is CEO FNZ Germany and CEO of the European Bank for Financial Services (ebase - an FNZ company). Previously, he was CEO of Consorsbank and a member of the Group Management Board of BNP Paribas Germany and held various positions at Direkt Anlage Bank AG in Munich, most recently as Head of Customer Service. He studied business administration at the LMU Munich.
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Pierre Klémas
Sustainability Managing Director, Ardian
Pierre is responsible for ESG...
Pierre is responsible for ESG and impact management integration within Ardian’s Infrastructure investments and is referent for climate action within Ardian’s portfolio. With nearly 20 years’ experience, his career has evolved from acoustics, safety engineering of architectural, and infrastructure assets to leading the corporate sustainability teams at Technip and EDF Renouvelables. Pierre holds a Master's of Science in Applied Physics of University Pierre et Marie Curie and an Executive MBA of ESCP Business School.
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George Latham
Managing Partner, WHEB Asset Management
George is responsible for mana...
George is responsible for managing WHEB Asset Management’s business, and plays an active role in business development and client relationships. As Chief Risk Officer he co-chairs the Investment and Risk Committee. Prior to joining WHEB, George led the award-winning SRI team at Henderson Global Investors. He was also responsible for designing and launching Threadneedle Asset Management’s sustainable and responsible investment strategy during the late 1990s. George has a degree in Geography from Oxford University, and served as a British Army Infantry Officer, and holds UKSIP qualifications.
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Martina Macpherson
Visiting Fellow, Henley Business School
OverviewMartina is a senior ma...
OverviewMartina is a senior management and board level financial services strategy, product and engagement expert, with a deep understanding, proven track record and a passion for developing ESG and Fintech solutions across segments and asset classes. 20 years+ experience in industry and academia as an award-winning ESG influencer, researcher, and entrepreneur; and as a (founding) member of intl. policy initiatives to address data and framework challenges and explore pathways related to the climate, ecological and just transition.Qualifications and Affiliations•Fellow, Institute for Corporate Responsibility and Sustainability (ICRS), UK and Fellow, Society for the Advancement of Socio-Economics (SASE), EU•Co-Chair, World Benchmarking Alliance, Just Transition Coalition, Co-Chair, ICMA AMIC SFDR Implementation Taskforce, Co-Lead Finance for Biodiversity Foundation, Engagement Guide Working Group , Member, CFA ESG Leaders Group, Member, Advisory Committee Member, European Law Institute (ELI), Member, Enterprise Data Management Council ESG Advisory Group•Hon. doctoral fellowship in Risk Management by the Institute for Certified Risk Management Professionals (ICRMP), London UK•PWC ‘ESG Masterclass’ Expert for PWC Partner & Key Accounts Education and Training in Sustainable Finance (*NEW)•M.A. in Law, Human Sciences, University of Frankfurt, Germany, and MBA Certificate, London School of Business and Finance (LSBF), UK•Alumnus, German National Academic Foundation (Studienstiftung des Deutschen Volkes)Experience and Motivation•Martina serves as Head of ESG Strategy and as a General Management Committee Member at ODDO BHF Asset Management & Private Assets. She is also President of the Network of Sustainable Financial Markets, a NextGen think tank in Sustainable Finance. •Martina has held several global leadership roles in ESG strategy, product development and innovation, including Senior Vice President, ESG and Engagement Strategy at Moody’s, Global Head of ESG Index Products and Research at S&P DJI, Managing Director of Sustainable Investments Partners Ltd. and Vice President of ESG Solutions at MSCI. Prior to this, she worked in (ESG) product, research and engagement roles at Insight Investment, F&C AM and at Deutsche Bank AG. •She is a visiting fellow in sustainable finance at University of Zurich and Henley Business School. Martina has an MBA certificate in finance and business from LSBF / UK, and a M.A. in Law and Human Sciences from University of Frankfurt in Germany. She is a fellow member of the Institute for Corporate Responsibility and Sustainability (ICRS) UK, a honorary doctoral fellow of the Institute for Certified Risk Management Professionals (ICRMP) UK, and an alumnus of the German National Academic Foundation.•Martina is a public speaker in sustainable investing and has co-authored a range of ESG and Fintech books, including “The AI Book” (Wiley, 2020), “Handbook on Species Extinction Accounting and Biodiversity” (Routledge, to be published in Q1 2022), and “ESG in Portfolio Construction” (RiskBooks, to be published in Q2 2022).•She has designed, structured and delivered ESG governance and policy frameworks, due diligence data and risk management systems, and programs in climate risk and ESG strategy, research, investment, index and analytical products, conventional and alternative ESG data, active ownership & stewardship, and in ESG reporting for corporations and investors. •Sustainable finance education, training, advocacy and motivating others are her passion and she has sought opportunities, throughout her career, to develop and mentor others.
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Erik Norland
Senior Economist, CME Group
Erik Norland is Executive Dire...
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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Yannick Oswald
Partner, Mangrove Capital Partners
Olivier Paccalin
Head of Development & Solutions, SG Private Banking
Olivier Paccalin began his car...
Olivier Paccalin began his career in 1998 at the Head Office of SGPB where he contributed to the creation of the Business Line. In 2005 he joined SGPB France as Marketing Manager for Portfolio Management Solutions. In 2007 he developed the entity’s Investment Advisory team, becoming head of the team which joined Advisory Managed in 2009. In 2011 he was appointed local head of Investment Solutions (now WMS) with responsibility for financing, life insurance and real estate before being appointed Chief Investment Officer for SGPB France in 2012. In September 2015, he was appointed Head of Wealth Management Solutions for Societe Generale Private Banking and joined the Executive Committee of the private bank.In summer 2019, he expands his prerogatives by taking over the commercial direction in addition to the investment solutions. Olivier Paccalin is a graduate of the Paris Dauphine University, member of the SFAF and is a certified by the Certified International Investment Analysts.
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Riccardo Serrini
CEO and General Manager, Prelios Group
Riccardo Serrini is the CEO of...
Riccardo Serrini is the CEO of the Prelios Group.  He joined the Prelios Group in 2011 and has held several positions including General Manager and CIO of Prelios SGR. Before joining Prelios, he was Chairman and CEO of ING Real Estate Investment Management SGR and Managing Director of the main investment vehicles. From 2005 to 2008 he was Head of the Real Estate Principal Group at Morgan Stanley, having previously been Global Head of Real Estate Structured Finance at Intesa Sanpaolo.  He graduated in Business Administration at the Bocconi University in Milan.
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Sponsors & media partners

MFEX by Euroclear
Created in 1999 in Sweden, MFEX by Euroclear has g...
Created in 1999 in Sweden, MFEX by Euroclear has grown to become one of the leading global B2B fund platforms, offering Fund Management Companies and Fund Distributors a single point of access to tap into our trading & custody, fund distribution, data solutions, and regulatory compliance services. In September 2021, MFEX joined Euroclear, one of the world's largest providers of domestic and cross-border settlement and related services for bond, equity, ETF and mutual fund transactions, creating together a new funds market utility under the name MFEX by Euroclear. The combined group administers around EUR 3.1 trillion of fund assets serving 2000+ Fund Distributors and 2500+ Fund Management Companies, spanning 85 countries across the globe.
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Funds Europe
Funds Europe is the business strategy magazine for...
Funds Europe is the business strategy magazine for Europe's asset management professionals. It covers all areas of the asset management business – institutional and retail markets, traditional and alternative investments, front and back - office – providing essential insight into the European opportunity.
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