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citywire DACH
26./27.11.2020
virtual event
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It is our pleasure to welcome you to Citywire DACH 2020, our new virtual forum for investors from Germany, Austria, and Switzerland.
The depth and duration of the global COVID-19 pandemic remains unknown. As the accompanying global recession, low yields, and geopolitical uncertainty. In this context, Citywire DACH 2020 will bring leading fund selectors and wealth managers together for two intensive mornings of meetings with portfolio managers covering a range of asset classes.
This virtual forum has been designed to bring you just the kind of first-hand information you need, when you need it most, enabling the community of fund selectors and wealth managers from the DACH region to hear from leading fund managers, for fresh insights, reassurance and support.
On Thursday morning the live fund manager sessions will drill down into a range of key asset classes and strategies, shining a light on opportunities and solutions to be tapped for your portfolios. On Friday, we will reconvene for a busy morning, filled with meetings with fund managers dedicated to sustainable strategies.
In addition to the live fund manager sessions, we have carefully crafted two main conference sessions to leave you with plenty of precious ‘food for thought’ to implement ‘on the job’. We´re very pleased to have the groundbreaking Bibiana Steinhaus join us as a keynote speaker. Bibiana was the first female referee in German professional football and was one of the 16 referees at the 2011 FIFA Women´s World Cup where she officiated two group stage matches before she was selected to officiate the final between Japan and the United States. Bibiana will take us on a journey through the professional sports world and will show us the difficulties that this year has brought for the sport.
These are uncertain times and many of us are having to adapt to new ways of working. With face-to-face meetings off limits, first-hand and instant information is vital and so we are delighted to be able to bring you this new event, Citywire DACH Virtual 2020.
Thank you for joining us today and we look forward to welcoming you virtually.
welcome to citywire
DACH virtual 2020
#CWDACH
Serge Debrebant
Chefredakteur,
Citywire Deutschland
Simone Kleinfeld
Head of Audience Development - DACH, Audience Development
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citywire DACH
26./27.11.2020
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26 - 27 november
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Keynote speaker
Bibiana Steinhaus is a German football referee. She was the first female referee in German professional football. She became a professional referee in 1999 by officiating matches in the Women's Bundesliga, after that she was selected to officiate in the Regionalliga. In 2003, she was the main referee for the 2002–03 Women's DFB-Pokal final between 1. FFC Frankfurt and FCR 2001 Duisburg. She was also selected for the 2008 FIFA U-20 Women's World Cup, UEFA Women's Euro 2009 and 2010 FIFA U-20 Women's World Cup. On 15 April 2011, she was one of 16 referees for the 2011 FIFA Women's World Cup where she officiated two group stage matches before she was selected to officiate the final between Japan and United States. Before becoming a referee like her father, she played for SV Bad Lauterberg. She was selected to officiate the women's football gold medal match in the 2012 London Olympics, also between Japan and United States.
Bibiana Steinhaus
Imagine 2020 is finally over. It was an unusual year and a year of crisis. It started with a pandemic, brought us new stock market records and ended with a tense US-Election. What will 2021 hold in store? A vaccine? A wave of bankruptcies? Escalated tensions between the USA and China? While America has gone to the polls already, Germany is still looking for a new leader. Who will be Chancellor from next October? In this panel discussion, we will aim to take a glimpse into the near future and ask the question: How should investors be positioned in the new year?
Folker Hellmeyer
Panellists
How investors should be preparing for 2021
Mussie Kidane
Managers Q&A
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Folker Hellmeyer started his career in banking at Deutsche Bank in 1982. After the apprenticeship Hellmeyer was active in foreign exchange trading in Hamburg and London. At the beginning of 1990 he left Deutsche Bank to join the foreign exchange broker Bierbaum, one of the leading brokers at the time, in Düsseldorf. From 1995 until 2002 Hellmeyer worked at Landesbank Hessen Thuringia, wehere he started as senior dealer. In 1997/98 he was promoted to be Chief Analyst and he was also in charge of the central bank desk. In 2002 he joined Bremer Landesbank, where he stayed until the end of 2017 as Chief Analyst and Chief Economist. Furthermore Hellmeyer was active in the Fonds Advisory at BLB. Since 2018 Hellmeyer is Chief Analyst at Solvecon-Invest in Bremen, a company founded in 2017 by the asset management team of former BLB.
Carsten Mumm, CFA, chief economist at DONNER & REUSCHEL AG, private bank, is responsible for the bank´s economic and capital markets forecasts.
Until 2016 Carsten was head of the asset management department including portfolio management for institutional and private clients as well as the capital markets analysis. In 2010 he was responsible for consolidating the two asset management teams during the merger of REUSCHEL & CO. and CONRAD HINRICH DONNER BANK AG. Carsten startet his career as portfolio manager at CONRAD HINRICH DONNER in 2003 after studying economics at Hamburg University and completing his apprenticeship at Deutsche Bank AG. In 2006 he was awarded the CFA charter. Since 2017 Carsten is engaged as associate lecturer at the International School of Management (ISM).
Carsten Mumm
Mussie Kidane is managing director, global head of fund & manager selection at Pictet & Cie, which he joined in 2006. He managed the Pictet PS II-Total Return Fixed Income Fund, a low volatility fund, since its inception in 2007 until early 2020. Prior to this, Mussie was an analyst and portfolio manager within the fund selection and multimanagement team at LODH & Cie. He joined LODH in 2001 as a quantitative analyst reporting to the investment review board. Mussie graduated from the University of Geneva with double master’s degrees in Econometrics and in Finance. He is also a CFA charter holder since 2004.
Panellists
How investors should be preparing for 2021
Imagine 2020 is finally over. It was an unusual year and a year of crisis. It started with a pandemic, brought us new stock market records and ended with a tense US-Election. What will 2021 hold in store? A vaccine? A wave of bankruptcies? Escalated tensions between the USA and China? While America has gone to the polls already, Germany is still looking for a new leader. Who will be Chancellor from next October? In this panel discussion, we will aim to take a glimpse into the near future and ask the question: How should investors be positioned in the new year?
Folker Hellmeyer started his career in banking at Deutsche Bank in 1982. After the apprenticeship Hellmeyer was active in foreign exchange trading in Hamburg and London. At the beginning of 1990 he left Deutsche Bank to join the foreign exchange broker Bierbaum, one of the leading brokers at the time, in Düsseldorf. From 1995 until 2002 Hellmeyer worked at Landesbank Hessen Thuringia, wehere he started as senior dealer. In 1997/98 he was promoted to be Chief Analyst and he was also in charge of the central bank desk. In 2002 he joined Bremer Landesbank, where he stayed until the end of 2017 as Chief Analyst and Chief Economist. Furthermore Hellmeyer was active in the Fonds Advisory at BLB. Since 2018 Hellmeyer is Chief Analyst at Solvecon-Invest in Bremen, a company founded in 2017 by the asset management team of former BLB.
Folker Hellmeyer started his career in banking at Deutsche Bank in 1982. After the apprenticeship Hellmeyer was active in foreign exchange trading in Hamburg and London. At the beginning of 1990 he left Deutsche Bank to join the foreign exchange broker Bierbaum, one of the leading brokers at the time, in Düsseldorf. From 1995 until 2002 Hellmeyer worked at Landesbank Hessen Thuringia, wehere he started as senior dealer. In 1997/98 he was promoted to be Chief Analyst and he was also in charge of the central bank desk. In 2002 he joined Bremer Landesbank, where he stayed until the end of 2017 as Chief Analyst and Chief Economist. Furthermore Hellmeyer was active in the Fonds Advisory at BLB. Since 2018 Hellmeyer is Chief Analyst at Solvecon-Invest in Bremen, a company founded in 2017 by the asset management team of former BLB.
Folker Hellmeyer
Mussie Kidane
Carsten Mumm, CFA, chief economist at DONNER & REUSCHEL AG, private bank, is responsible for the bank´s economic and capital markets forecasts. Until 2016 Carsten was head of the asset management department including portfolio management for institutional and private clients as well as the capital markets analysis. In 2010 he was responsible for consolidating the two asset management teams during the merger of REUSCHEL & CO. and CONRAD HINRICH DONNER BANK AG. Carsten startet his career as portfolio manager at CONRAD HINRICH DONNER in 2003 after studying economics at Hamburg University and completing his apprenticeship at Deutsche Bank AG. In 2006 he was awarded the CFA charter. Since 2017 Carsten is engaged as associate lecturer at the International School of Management (ISM).
Carsten Mumm
Bibiana Steinhaus is a German football referee. She was the first female referee in German professional football. She became a professional referee in 1999 by officiating matches in the Women's Bundesliga, after that she was selected to officiate in the Regionalliga. In 2003, she was the main referee for the 2002–03 Women's DFB-Pokal final between 1. FFC Frankfurt and FCR 2001 Duisburg. She was also selected for the 2008 FIFA U-20 Women's World Cup, UEFA Women's Euro 2009 and 2010 FIFA U-20 Women's World Cup. On 15 April 2011, she was one of 16 referees for the 2011 FIFA Women's World Cup where she officiated two group stage matches before she was selected to officiate the final between Japan and United States. Before becoming a referee like her father, she played for SV Bad Lauterberg. She was selected to officiate the women's football gold medal match in the 2012 London Olympics, also between Japan and United States.
Bibiana Steinhaus
SPEAKERs
citywire dach
26 - 27 november
virtual event
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AGENDA
26.11.2020
27.11.2020
09:10
10:00
10:10 10:50
11:00
11:40
11:50
12:30
12:40
13:20
13:20
Main platform, keynote session:
Bibiana Steinhaus (in German)
Baillie Gifford:
The Logic of Optimism
Scott Nisbet, Partner
Jupiter Asset Management:
Investment for a Changing World
Mark Nash, Fund Manager
Wisdom Tree:
Gold and silver: the dynamic duo in the uncertain economic recovery
Nitesh Shah, Director, Research
Jo Hambro Capital Management:
TBC
Giorgio Caputo, Senior Fund Manager and Christopher Lees Senior Fund Manager, Capital Management
Closing Remarks
09:10
10:00
10:10 10:50
11:00
11:40
11:50
12:30
12:40
13:20
13:20
Main platform, panel session:
How investors should be preparing for 2021
Nordea Asset Management:
Nordea Global STARS: when returns meet responsibility
Johan Swahn, Fund Manager
Aegon Asset Management:
Are small, mid-cap stocks the key to generating excess returns from ESG?
Andrei Kiselev, Fund Manager
Chom Capital:
Success with Sustainamentals! Why ESG-orientation supports fund performance for European Equity and why active managers can better implement sustainability.
Christoph Benner, CEO
BayernInvest Kapitalverwaltungsgesellschaft mbH:
Performance and climate protection – two goals, one fund!
Sascha Riedl, Fund Manager
Closing Remarks
agenda
26.11.2020
09:10
10:00
10:10 10:50
11:00
11:40
11:50
12:30
12:40
13:20
13:20
Main platform, keynote session:
Bibiana Steinhaus (in German)
Baillie Gifford:
The Logic of Optimism
Scott Nisbet, Partner
Jupiter Asset Management:
Investment for a Changing World
Mark Nash, Fund Manager
Wisdom Tree:
Gold and silver: the dynamic duo in the uncertain economic recovery
Nitesh Shah, Director, Research
Jo Hambro Capital Management:
TBC
Giorgio Caputo, Senior Fund Manager and Christopher Lees Senior Fund Manager, Capital Management
Closing Remarks
09:10
10:00
10:10 10:50
11:00
11:40
11:50
12:30
12:40
13:20
13:20
Main platform, panel session: How investors should be preparing for 2021
Nordea Asset Management:
Nordea Global STARS: when returns meet responsibility
Johan Swahn, Fund Manager
Aegon Asset Management:
Are small, mid-cap stocks the key to generating excess returns from ESG?
Andrei Kiselev, Fund Manager
Chom Capital:
Success with Sustainamentals! Why ESG-orientation supports fund performance for European Equity and why active managers can better implement sustainability.
Christoph Benner, CEO
BayernInvest Kapitalverwaltungsgesellschaft mbH:
Performance and climate protection – two goals, one fund!
Sascha Riedl, Fund Manager
Closing Remarks
Managers Q&A
agenda
speakers
event info
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citywire dach
26 - 27 november
virtual event
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Andrei Kiselev, co-manager of the Aegon Global Sustainable Equity Fund, will share his thoughts on how to generate alpha from a sustainability-focused portfolio through small and mid-cap growth companies.
Fund Manager
Sascha Riedl
Sascha Riedl fund manager of the DKB Nachhaltigkeitsfonds Klimaschutz, an actively managed global equity fund with a stringently implemented climate protection strategy, will present his factor-based approach and show how he achieves convincing performance results with sustainable companies.
Co-manager of the Fund
Andrei Kiselev
Partner
Scott Nisbet
As human beings we are all wired to be fearful, and to look out for danger. Yet it is being optimistic that is far more intelligent and logical Scott will show why (and why almost no one manages it) and try to steer attendees on a mindset to much better returns - one that is simple to describe and understand, but difficult to stick to.
ESG and sustainability aspects have always played a key role in CHOM CAPITAL’s specialist European equities fund solutions.. What is new is that in recent years they have also become critical factors with particular impact on fund performance. How this will be implemented is shown in Christoph Benner’s presentation.
Fund Manager
Mark Nash
To generate positive fixed income returns in today’s markets you need to do things differently given the low levels of interest rates. Fund manager Mark Nash will discuss the Merian Strategic Absolute Return Bond fund’s dynamic and flexible approach to building a portfolio that fits the macro environment. Mark also will share his views on the outlook for risk markets including a potential rotation out of US assets as part of an early cycle reflation portfolio.
Senior Fund Manager
Christopher Lees
TBC
CEO
Christoph Benner
The Nordea 1 – Global Stars Equity Fund is a Global Equity solution investing in companies around the world across all regions and market capitalizations. The solution is part of Nordea’s STARS concept which proactively selects high-quality ESG companies with the objective to identify tomorrow’s winners, which have sustainable business models and conduct their businesses responsibly in relation to their stakeholders – employees, suppliers, customers, investors and society at large.
Director, Research, WisdomTree
Nitesh Shah
Despite periodic pull-backs, gold and silver have had a great run so far in 2020, outpacing many asset classes. Please join Nitesh Shah, Director in Research at WisdomTree as he explores what drives the price of these metals and where they could go in the coming year utilising his gold and silver models in his answers.
Lead Portfolio Manager
Johan Swahn
Senior Fund Manager & Head of Multi-Asset Value
Giorgio Caputo
Managers Q&A
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