EUROPEAN INVESTOR SUMMIT 2023 -

Kokou Agbo-Bloua

Global Head of Economics, Cross-Asset and Quant Research, SG CIB

Kokou Agbo-Bloua, Managing Dir...

Kokou Agbo-Bloua, Managing Director, UK Head of Research and Global Head of Economics, Cross-Asset and Quant Research. 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. He also took the additional responsibility of Head of UK Research in 2021. SG Research is comprised of 160 analysts and strategists with top rankings in Multi Asset research, ESG, Fixed income and Quant research. Previously, Kokou 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 for a decade 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. Kokou is a frequent contributor to the financial news media with regular appearances on Bloomberg TV and CNBC. He produces a podcast on sustainability called “2050 Investors” where he investigates long-term themes alongside industry experts on the economy, the planet and markets. It has over 20 episodes ranking from climate change, AI, smart cities, greeenflation, globalization etc… with over 150,000 downloads.
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Marco Belletti

CEO, Azimut Libera Impresa SGR

Marco Belletti has more than 2...

Marco Belletti has more than 25-years of experience in Investment Banking and Asset Management.He graduated in Management Engineering at Politecnico di Milano, started his career in Sopaf and joined Interbanca in 2000 as Head of M&A.In 2007 he joined Société Générale CIB where he first led the Italian M&A team, then became Global Head of Consumer, Retail and Luxury sectors and was subsequently appointed Senior Banker and Head of Private Investment Banking of Société Générale CIB in Italy.Since 2018 Marco has been CEO of Azimut Libera Impresa SGR, the alternative assets platform of Azimut Group, which manages EUR 6bn of private equity, venture capital, alternative credits and infrastructure assets
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Eric Bertrand

Deputy Managing Director and CIO , OFI Invest Asset Management

Eric Bertrand is Deputy Managi...

Eric Bertrand is Deputy Managing Director, CIO of Ofi Invest Asset Management (resulting from the merger of OFI Asset Management and Abeille Asset Management) .He joined OFI Asset Management as Head of Fixed Income and Multi-Asset Strategies in january 2016.Prior to joining OFI AM, Eric Bertrand had worked at CPR AM since 1994. His first role was as a Money-Market Portfolio Manager and Trader then a Bond, Fixed Income and Credit Manager, before being appointed Head of Fixed Income Management in 2000. He was subsequently promoted to Deputy Chief Investment Officer and Head of Fixed Income and Credit Management.Eric Bertrand started his career as an actuary at Comptoir des Entrepreneurs.Eric graduated as an actuary from ISFA (Institut de Science Financière et d’Assurances)
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Bernadette Busquere

European Head of Hedge Fund Research, Amundi Asset Management

Bernadette Busquere Arnal join...

Bernadette Busquere Arnal joined Amundi Asset Management in January 2022 as European Head of Hedge Fund Research.Prior to joining Amundi, Bernadette spent 15 years of her career at Société Générale, starting in April 2006 as Portfolio Manager of an Equity Long Short Fund at SGAM Alternative Investments until 2010 when she joined Lyxor Asset Management as a Portfolio Manager of several quantitative equity strategies. Bernadette joined the Hedge Fund Selection team at Lyxor in 2013 and was appointed European of Hedge Fund Research in 2020. Prior to joining Société Générale, Bernadette was Equity Sales at ABN AMRO Securities from 2002-2006 in Paris and had held numerous positions in the Investment Banking Department of the bank from 1998 to 2002. Bernadette holds a Master of Science in Accounting and Finance from the University of Birmingham (UK) and a Master’s Degree in Company Finance from the University of Assas (Paris).
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Thomas Castaignède

Rugby ambassador

Thomas Friedberger

CEO and co-CIO, Tikehau Investment Management

Thomas Friedberger joined Tike...

Thomas Friedberger joined Tikehau Capital in 2014 and serves as Deputy Chief Executive Officer of Tikehau Capital, Co-Chief Investment Officer and Chief Executive Officer of Tikehau Investment Management. Previously, he spent 14 years at Goldman Sachs where he had been Managing Director with responsibilities in France, Belgium and Luxembourg since 2008. Thomas started his career in 1996 and has worked in Paris, Milan and London, mostly in capital markets activities, convertible bonds, derivatives, credit and rates markets. Thomas Friedberger is also a member of the investment committee of The Louvre Endowment Fund.
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Micaela Forelli

Managing Director, Europe, M&G International Investments

With over 20 years of experien...

With over 20 years of experience in financial markets, Micaela Forelli has been a key player inM&G Investments’ international expansion. Micaela joined M&G in 2001 and was appointedDistribution Director of M&G International Investments in 2018 and Managing Director,Europe in 2020.• In her role, she leads M&G’s European business across Distribution, Investments andCorporate Operations from our Luxembourg hub and oversees a team of over 200 colleagues.As Head of European Distribution, she is responsible for all markets across continental Europe,building on M&G’s AIFs and SICAV capabilities and growing institutional presence in Europe.• Micaela is CSSF Authorised Manager and Senior Executive Director of the LuxembourgInvestment Management company and two Alternative Fund Boards. Micaela is also FINMAapproved Chairman of M&G International Investments Switzerland AG.• In her previous roles, Micaela built M&G’s Global Financial Institutions practice working withclients in the UK, Europe, Asia and the Americas, leading the Global Banks team since itsinception in 2010 and building strategic, long-term partnerships with major internationaldistributors of mutual funds, long-term savings, wealth management, investment and lifewrapped products. Micaela also acted as Head of Switzerland, a key market for M&G, andM&G’s Sales Director for Italy. In previous roles, Micaela also worked as Italian Sales Directorfor Fidelity Investments.• Micaela is an active member of several industry associations and a contributor to high profileindustry events.• She earned a degree in business administration from Bocconi University in Milan and an MBA& is an INSEAD certified International Director.
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Andrew Gibson

CEO, IAM

Andrew Gibson joined IAM in Ma...

Andrew Gibson joined IAM in March 2001. Andrew is CEO, co-CIO and Director, a member of IAM’s Investment Committee and also sits on IAM’s Board of Directors. He has been instrumental in designing IAM’s Investment Process and has over 29 years’ investment experience. Prior to IAM, Andrew was a Director at Deutsche Bank and a member of the relative value fixed income sales team responsible for hedge fund and proprietary trading accounts. Previously he was Vice President at JP Morgan as Head of the Institutional Hedge Fund team for Emerging Markets, having also been a member of the hedge fund team covering European fixed income strategies. He graduated from the University of Washington with a BA in Political Economics and is based in London.
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Meeraj Patel

Head of Sales, ABC Arbitrage Asset Management

After graduating from The Lond...

After graduating from The London School of Economics and Political Science (LSE), from 2010 Meeraj worked for 10 years at Winton Capital - a $30bn quantitative hedge fund, beginning his career in London as a systematic execution trader. In 2015, he relocated to New York to join the Americas sales & marketing team, with a focus on capital raising and strategic partnerships for institutional investors and consultants. In 2020, Meeraj moved to Paris to join ABC arbitrage as Head of Sales in the newly created business development department, responsible for all capital raising activities globally.
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Peter Kraus

Chairman and CEO, Aperture Investors

Peter Kraus is the Chairman an...

Peter Kraus is the Chairman and CEO of Aperture Investors. For over four decades, Peter has worked at major financial institutions including Goldman Sachs, Merrill Lynch, and mostrecently at AllianceBernstein (AB) where he served as Chairman and CEO, successfully leading the firm’s turnaround after the crisis in 2008. Throughout his career, Peter has been a vocal proponent of pay-for-performance compensation models and the need for trust between active managers and their clients. After years of watching diminishing returns and increasing outflows, he concluded that a disruptive idea like performance-linked fees would only be successful in an entirely new firm, one built from scratch with client performance as its primary objective. That’s why Peter teamed up with Generali to launch Aperture in 2018. Peter serves on the boards of multiple organizations including CalArts and the Capital Markets Institute of Third Way, and is the co-founder of The Kraus Family Foundation, a non-profit that supports public art and emerging artists. He is also the Chairman of Marstone, a leading independent digital wealth management platform. Peter received his B.A. in economics from Trinity College and his M.B.A. from NYU Stern School of Business. He and his wife Jill are avid collectors of contemporary art and enjoy spending time at their home in Dutchess County where they commission outdoor artwork.
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M. Lloyd McAllister

Head of Sustainable Investment, Carmignac

Lloyd is Head of Sustainable I...

Lloyd is Head of Sustainable Investment at Carmignac and a member of Carmignac’s strategic development committee. Lloyd joined the business in December 2022 from Newton Investment Management. Lloyd worked at Newton IM from 2018, latterly as Head of ESG Research, responsible for setting and implementing the firm’s responsible investment philosophy and research process. Prior to Newton IM, Lloyd was a Sustainability Consulting Manager at KPMG LLP. He is a qualified accountant and started his career in financial services in 2009
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M. Alexandre Pieyre

Heading EDF Invest, EDF Group investment

Alexandre Pieyre is heading ED...

Alexandre Pieyre is heading EDF Invest, EDF Group’s investment arm in unlisted assets (infrastructure, real estate and funds), with more than EUR 9 Bn of assets under management.Alexandre joined EDF Invest in 2019, initially as co-head of Infrastructure, with a prior background in finance, developed out of London and Paris : he worked 18 years at Crédit Agricole both in the infrastructure sector and as coverage officer for French blue chip companies. He also worked for PwC.Alexandre holds various board seats in infrastructure companies: Orange Concessions and Norlys Fiber (fiber optics networks, France and Denmark respectively), Porterbrook (rail, UK), MRG (gas network, Spain). Alexandre was also previously board member of a gas network in Germany and of wind and solar farms in the USA.Alexandre holds a Master’s Degree from Ponts Paris-Tech.
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Georg Reutter

Head of Asset Management, Kepler Partners

Georg is Partner and Head of A...

Georg is Partner and Head of Asset Management at Kepler Partners. Georg has over 15 years of industry experience and prior to Kepler worked as a Hedge Fund Adviser for HSBC’s Alternative Investment Group. Whilst there he focused on single and multi-manager Hedge Fund due diligence, portfolio management and client advisory. His responsibilities included evaluation, analysis and advising on hedge fund portfolios investing in offshore, listed, multi-manager and UCITS funds primarily for UK based investors.
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François Rimeu

Senior Strategist, La Française AM

François is La Française AM’s...

François is La Française AM’s senior strategist, responsible for the asset manager’s global macroeconomic & financial analyses and outlooks. François defines the central macroeconomic scenario, critical to the asset allocation process. As an experienced fund manager for over twenty years, François has developed an expertise in Forex and central bank monetary policy as well as cross asset allocation. He began his career in 2001 with Alteram as an analyst, specialized in Long/Short strategies and CTAs before being promoted to Fund Manager - Multi-manager hedge funds in 2005 and ultimately Head of Fund Management in 2007. In 2011 and following structural changes within La Française group, François was named Co-Head of Cross Asset for La Française AM, responsible namely for asset allocation. François was appointed Senior Strategist in 2019.François holds a Master of Finance from the University of Ottawa and a doctorate degree in Finance from the University of Lille. François is a CAIA Charter holder.
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Paolo Rizzuti

Head of Private Markets and General Manager of the Pension Fund, Credem

Paolo Rizzuti is an experience...

Paolo Rizzuti is an experienced professional with over 25 years of experience in the financial industry with a strong background in wealth management, investment banking, and risk management. Currently in charge of Private Markets within the Wealth Management Area at Credem Banca, Paolo held the position of General Manager at Euromobiliare Fiduciaria from January 2018 to May 2022 where he was responsible for the extensive growth of the company. Before that, he played a key role in Strategic Wealth Management at Credito Emiliano for nearly seven years, contributing to the development and implementation of wealth management strategies, overseeing the creation and launch of a new independent advisory firm within the Group. Paolo's extensive experience has a solid foundation in risk management, having worked in Global Risk Management for over seven years both internationally and in Italy. Furthermore his experience includes serving as Head of Investment Banking and Head of Structured Finance within the Investment Bank of Group,Paolo's academic background includes an MBA in Finance from UCLA Anderson School of Management, which he completed between 1993 and 1995. He also holds a degree from Luiss Guido Carli University, where he completed his undergraduate studies.
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Yoshiki Takeuchi

Deputy Secretary-General, OECD

Mr. Yoshiki Takeuchi was appoi...

Mr. Yoshiki Takeuchi was appointed Deputy Secretary-General in November 2021. His portfolio includes the strategic direction of the OECD policy on Employment, Labour and Social affairs, Education, Skills, Well-being, Inclusion, Sustainability and Equal Opportunities, Financial and Enterprise Affairs along with the Centre for Entrepreneurship, SMEs, Regions and Cities. He also represents the OECD at the Financial Stability Board and guides OECD work with the Asia-Pacific region.Mr. Takeuchi has had a distinguished career over nearly four decades at the Japanese Ministry of Finance. Prior to joining the OECD, he served as Special Advisor to Japan’s Minister of Finance. He was Vice-Minister for International Affairs (2019-2020), Director-General of the International Bureau (2016-2019) and has held other senior positions including as Deputy Minister in many international fora such as G7, G20, IDA and International Monetary and Finance Committee.Mr. Takeuchi has a wealth of experience in the field of international economy and finance. He worked closely with international organisations including the IMF, the World Bank, the Asian Development Bank and other regional development institutions. He also led Japan’s G20 Presidency finance team with a particular focus on digital taxation, quality infrastructure investment, capital flow management and global imbalances.Mr Takeuchi holds a B.A. in Law from University of Tokyo, a MPhil in Economics from University of Oxford and conducted research at Chatham House.
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Peter Veldman

Head of Fund Management, EQT Group

Peter has studied Business Eco...

Peter has studied Business Economics at the UVA in Amsterdam. After his graduation, he started his career at the Dutch Central Bank and continued at ABN AMRO where he was a senior trader followed by Cyrte Investments and Ownership Capital where he was the COO. Peter joined EQT in 2014 as Managing Director in the Amsterdam GP office, where he was responsible for the Dutch-based Funds. In 2017 Peter relocated together with his wife and 2 teenage boys to Luxembourg where he became the Head of Fund Management, taking full responsibility of the EQT Fund Management platform. In 2019 he took on the role of Deputy Group Head of Fund Operations that next to Luxembourg, has (legacy) locations in Guernsey, London, Stockholm, New York, Singapore and Amsterdam. Currently, around 180 of EQT’s FTE’s are part of the Fund Operations organization.
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Denise Voss

Chairwoman

Denise Voss is a Non-Executive...

Denise Voss is a Non-Executive Director of financial services companies and has worked in the financial industry in Luxembourg since 1990. She serves as a Director on the Boards of flagship funds of major fund promoters.Ms Voss was previously Conducting Officer and a member of the board of Franklin Templeton International Services S.à.r.l., a Luxembourg-based management company for 25 years. Prior to joining Franklin Templeton, she worked for 10 years at Coopers & Lybrand in Boston, USA and Luxembourg. She obtained a bachelors degree from Tufts University, as well as a masters degree in accountancy from Bentley University and held a Massachusetts C.P.A. license from 1987-2021.Ms Voss is currently Chairwoman of LuxFLAG, an independent agency supporting the financing of sustainable development, by providing clarity for investors through awarding internationally recognised Labels to eligible investment vehicles, and by regularly sharing information on new developments in sustainable finance. She is also Vice-Chairwoman of the EFAMA Investor Education Platform, and was Chairwoman of the Association of the Luxembourg Fund Industry (ALFI) from 2015-2019, a member of the ALFI board of directors from 2007-2019 and is currently a member of the ALFI Strategic Board. Ms. Voss is a member of the board of directors of the International Climate Finance Accelerator.
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Karen Watkin

Senior Vice President and Portfolio Manager, AllianceBernstein

Karen Watkin is a Senior Vice...

Karen Watkin is a Senior Vice President and Portfolio Manager for the Multi-Asset Solutions business in EMEA. Along with being Portfolio Manager for the All Market Income Portfolio, she is responsible for the development and management of multi-asset portfolios for a range of clients. From 2008 to 2011, Watkin was portfolio manager for the Index Strategies Group, responsible for the development and management of AB’s custom index strategies for institutional clients in EMEA. She joined the firm in 2003, after spending three years as a management consultant in the Capital Markets Group at Accenture. Watkin holds a BA in economics with European study from the University of Exeter and is a CFA charterholder. Location: London
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Masja Zandbergen

Head of Sustainability Integration , Robeco

Masja Zandbergen is Head of Su...

Masja Zandbergen is Head of Sustainability Integration and responsible for coordinating ESG integration across asset classes. Previously, she has been working as a portfolio manager equities, managing European portfolios and a global fund aimed at young investors. Since 2003 she also specialized in Sustainability Investing. Prior to joining Robeco, Masja held had roles as Portfolio Manager and Responsible Investment Specialist at her own company and Head of Equity at Syntrus Achmea. She started her career at Robeco in 1997 and rejoined Robeco in 2015. Masja holds a Master’s in Econometrics from Erasmus University Rotterdam and is a CEFA Charterholder. In 2022 she was named one of Financial News’ Fifty Most Influential in Sustainable Finance.
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Tuesday, June 6, 2023,
8:30 AM - 6:30 PM

Agenda

Action

Map

Speakers

Sponsors & media partners

Tuesday, June 6, 2023,8:30 AM - 6:30 PM

Agenda

Action

Map

Speakers

Sponsors & media partners

Tuesday, June 6, 2023,
8:30 AM - 6:30 PM