Agenda
We are working closely with our host venue on Covid safe measures as we return to physical events and the in-person engagement that we have all missed. Our Covid protocols will reflect the local requirements at the time of the event and our Delegate Liaison team will be in touch in the weeks before with exact details of what these will be. For more information at this stage please contact the team on delegateliaison@citywire.co.uk
Editor, Citywire Selector
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Chris Sloley
For the best viewing experience of the workshops and to access any live interactions, please view this webpage on a desktop device.
Thank you.
We're happy to
have you join us!
We are working closely with our host venue on Covid safe measures as we return to physical events and the in-person engagement that we have all missed. Our Covid protocols will reflect the local requirements at the time of the event and our Delegate Liaison team will be in touch in the weeks before with exact details
of what these will be. For more information at this stage please contact the team on delegateliaison@citywire.co.uk
Sponsors
Go to Programme
Back to business
Citywire marked its return to physical face-to-face selector gatherings at its flagship event in Berlin last year and we are looking to build on that momentum with a repeat in 2022. The iconic German city will once again play host to three days of packed discussion, debate and interaction between the various elements of the pan-European fund management industry.
With fast-changing political and macroeconomic environments proving more challenging than ever, Citywire Berlin 2022 will offer you the opportunity to uncover new investment ideas, check your current market thinking with your peers and enjoy our varied line-up of keynote speakers, delivering their expert perspectives on some of today’s most pressing issues.
The line-up so far includes writer and commentator John Kampfner, who will use his vast experience of reporting from the Russian capital to give an insider’s view of what is really going on in Putin’s Moscow and what is likely to come next.
In addition, Yulia Marashevska will share her experience of helping coordinate the Ukraine’s frontline defences and offer an analytical look at the trade implications of a prolonged conflict. Meanwhile, Merijn Zeeman, sporting director of elite cycling team Jumbo-Visma, will explain what it takes to succeed at the very top of a physically intensive sport where the team matters more than individual.
More speakers will be announced in due course and further details about the event will be released nearer the time. We look forward to seeing you on the ground in Germany later in the year.
We're happy to
have you join us!
Sponsors
To access the full programme for this event and for the best viewing experience of the workshops, please view this webpage on a desktop device. Thank you.
Hotel Adlon Kempinski
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52° 30' 34.19" N
13° 22' 29.99" E
13° 6°
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Hotel Adlon Kempinski
Agenda
Workshops
Speakers
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Are yields too high to ignore?
Ben Pakenham
Head of European High Yield
Vivek Bommi
Head - European Fixed Income
High Income and ESG – why and why now
Henrietta Pacquement, CFA
Senior Portfolio Manager, Head of the Global Fixed Income team
Don’t sacrifice returns in Credit by doing the right thing
Piergaetano IACCARINO, CFA
Head Of Equity Solutions & Senior Portfolio Manager
Think Inflation, Think Volatility;
then think Equity Sustainable Income
Michael Cirami
Portfolio Manager for the Artisan EMsights Capital Group
Emerging Markets Debt Through a Looking Glass
Pauline Llandric
Portfolio Manager
Enter the Metaverse
Sophie Earnshaw
Investment Manager
China: Missing a paradigm shift?
Saule Ualiyeva
Senior Strategic Marketing Manager
Demystifying SFDR and beyond
Peter Becker
Fixed Income Investment Director
Capital Global High Income Opportunities
- A Pioneering Approach
Adjriou Abdelak
Fund Manager
How does a Global Macro Fixed Income strategy address the current market volatility and the investors’ challenges?
Maria Luisa Matarrelli
Head of Developed and Emerging Government Bond and Forex
Global Bond: Is your traditional global bond exposure diversified enough?
Rosanna Burcheri
Portfolio Manager
Fidelity America: the long term case for US-Value
Gregg Guerin
Senior Product Specialist
Quality, ESG and Infrastructure
Bram Bos
Lead Portfolio Manager Green, Social and Impact Bonds at NN Investment Partners
Where to place Green Bonds in
your fixed income portfolio
Giuseppe Corona
Head of Listed Infrastructure Equity
Investing in infrastructure for a better future
Harry Boyle
Director, Portfolio Manager
Sustainable infrastructure
– enabling the transition to the new economy
John Pellegry
Product Director
Capturing Opportunities in Asia
Richard Clode, CFA
Portfolio Manager
Inflation Catalysts for Sustainable Technology
Ben Leyland
Senior Fund Manager
The growing appeal of the “forgotten middle”
in an uncertain world
Mark Nash
Investment Manager, Fixed Income - Absolute Return
Staying positive in a challenging environment
Marc Rovers
Head of Euro Credit
Navigating choppy waters in European fixed income:
is the worst over?
Tom Morris
Fund Manager
The Liontrust GF Tortoise Fund
– a value-focused global equity long/short UCITS Fund
John William Olsen
Fund manager of M&G (Lux) Global Sustain Paris Aligned Fund
On the path to Net Zero
- how to ‘Paris Align’ an investment portfolio’
Peter Douvos
CFA, Associate Director, Macquarie Asset Management
The opportunity for Emerging Market Debt
is on the horizon
Jan-Christoph Herbst
Portfoliomanager
China’s Regulatory Crackdown:
Game Over for Asian Equities?
Jens Peers, CFA®
CEO and CIO of Mirova US - an affiliate of Natixis Investment Managers
Mirova – New Global Trends
Iain Cunningham
Co-Head of Multi-Asset Growth
Ninety One Global Macro Allocation: A flexible
multi-asset fund aiming for high returns
James Crutcher
Head of European Listed Real Assets, CBRE Investment Management
Real challenges real solutions: how listed sustainable real assets can help in the current
Frank Carroll
Portfolio Manager
Emerging Markets Equities: Why Value, Why Now?
Michael Dicks
Chief Economist and Deputy Head of Research, PGIM Wadhwani
Trouble Diversifying? Try a Dynamic Alternative Approach
Esteban Burbano
Executive Vice President and Fixed Income Strategist
PIMCO GIS Income Fund: Balancing Opportunity with Resiliency
Rachid Semaoune
Senior Fund Manager
Global Bond Opportunities – harnessing the power
of income within a global credit solution
Saida Eggerstedt, CFA
Head of Sustainable Credit, Schroders
Sustainability and decarbonization in credit
− active and impactful
Shigeo Mito
Head of Investment Management
Opportunities in Japanese Small Cap Stocks
Oleg Kapinos
Senior Product Specialist
Getting granular: opportunities in Japan small caps
Wouter Van Overfelt, PhD
Deputy Head Emerging Markets Fixed Income, Head Emerging Markets Corporate Bonds, Portfolio Manager / Analyst, Managing Director
EM Corporate Debt: an active manager’s paradise?
Janet Wang
Co-Portfolio Manager
Speaker
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John has had a 25-year career in international public life – spanning media, global affairs, UK politics, education, business, arts and the third sector.
He began his journalistic career as a foreign correspondent with the Daily Telegraph, first in East Berlin where he reported on the fall of the Wall and unification of Germany, and then in Moscow at the time of the collapse of Soviet Communism.
He went on to become Chief Political Correspondent at the FT and political commentator for the BBC's Today programme and Newsnight.
As Editor of the New Statesman from 2005 to 2008, he took the magazine to 30-year circulation highs. He was Society of Magazine Editors Current Affairs Editor of the Year in 2006.
In 2002 he won the Foreign Press Association award for Journalist of the Year and Film of the Year for a two-part BBC film on the Israeli-Palestinian conflict, called 'The Ugly War'. His film 'War Spin' received considerable publicity.
He now writes weekly for the Times and appears regularly in other newspapers such as the FT, Guardian and New European. He frequently appears on the BBC and Sky. He has made a number of programmes for BBC Radio 4. His most recent, for Analysis in June 2020, asked whether democracies or authoritarians have emerged stronger from Covid-19.
His new book, Why the Germans Do It Better, will be his sixth was published in 2020. His previous books include the best-selling Blair’s Wars (2003), now a standard text in schools; Freedom For Sale (2009), which was short-listed for the Orwell Prize in 2010 and in 2014 The Rich, from Slaves to Superyachts, A 2000-Year History.
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A Ukrainian activist and former public servant, Marushevska became well known internationally after starring in the viral YouTube video “I am a Ukrainian,” filmed during the height of the Euromaidan protests in early 2014.
After President Yanukovych was ousted from power and fled the country, Yulia was widely interviewed by news outlets around the world and invited to speak about the revolution in Europe, the US and Canada. Then in 2015 she was invited to be a visiting scholar at Stanford University working closely with Larry Diamond, Francis Fukuyama and former US Ambassador to Russia Michael McFaul. Before the revolution she had been a PhD candidate in Ukrainian literature at Kyiv National University.
In July 2015, former president of Georgia Mikheil Saakashvili, now governor of Odesa Region of Ukraine, appointed her as his deputy in the Odesa Regional Administration. In October of that year she was named to head the Customs Office of Odesa, a notoriously corrupt port on the Black Sea. She resigned in November 2016, as there were no high-level political will in support of the necessary reforms.
After resigning she graduated from Global Executive MPA program in New York University and University College London. She worked in anti-corruption domain in Ukraine as a Co-Chair of The Independent Defense Anti-Corruption Committee (NAKO) dedicated to fight corruption in Ukraine’s defense sector.
Yulia works in the domain of strategic consultancy for the economic growth projects. Since the beginning of the war, she stopped all the projects, now she dedicates her time to humanitarian aid coordination, advocacy and communication to support the Ukrainian Army.
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Stephane Garelli is a world authority on the competitiveness of nations and enterprises. He has pioneered research and theory in this field. Professor Emeritus at IMD (Institute of Management Development) Lausanne, where he continues to teach, he has founded the World Competitiveness Center. He is also Professor Emeritus of World Competitiveness and Strategy at the University of Lausanne.
Stephane Garelli was managing director of the World Economic Forum and the Davos Annual Meetings, the world's most important annual gathering of business and government leaders worldwide, for 13 years.
He was also Chairman of the Board of the FF Sandoz Financial and Banking Holding and a member of the Board of Directors of the Banque Edouard Constant. These two entities were part of the Sandoz Foundation (a prominent European investor in the pharmaceutical, telecommunications, hotel, watch, and financial industries). For 15 years, he has been Chairman of Le Temps, the leading French-language newspaper in Switzerland, and a shareholder.
Stephane Garelli is a member of the International Olympic Commission on Sustainability and Legacy (chaired by Prince Albert of Monaco). He has supervised several studies on the impact of sports events and organizations on local and regional public entities (impact analysis).
He was also elected a member of the Constitutional Assembly of his local state - Vaud, Switzerland, from 1999 to 2002.
He was the author of the series of annual reports ranking the competitiveness of nations since 1989. He has also written several reports on the competitiveness of specific countries and regions. Governments and institutions regularly consult him on the issue.
He is/was also a member of several organizations, such as the Thai Management Association, the China Enterprise Management Association, the advisory committee of the World Wildlife Fund, a board member of the ‘Foundation Jean Monet for Europe”, the Swiss Academy of Engineering Sciences, the Mexican Council for Competitiveness, etc.
He has published two best-selling books, "Top Class Competitors - How Nations, Firms, and Individuals Succeed in the New World of Competitiveness" with Wiley and " Are You a Tiger, a Cat or a Dinosaur?", available on Amazon. He has also written a considerable number of articles and chronicles on competitiveness in professional journals, magazines, and newspapers. He is also frequently interviewed in the media worldwide.
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Merijn Zeeman trained as a physical education teacher, taught at secondary schools and then switched to cycling as a trainer and team leader. He became the youngest team leader in the Netherlands. Before moving to Team LottoNL-Jumbo in 2013, he worked at Skil-Shimano from 2008. As sporting director of the Jumbo-Visma cycling team, he has been responsible for sports technical policy for years.
In cycling, things can turn from one moment to the next. Merijn Zeeman experiences it from close up. Operating behind the scenes, he remains above all a human being in the sometimes rock-hard sports world. In the first few years we consciously worked on who we are, what our culture is and how we should safeguard that culture. It always starts with the interpersonal relationships: what drives the athletes and what do they stand for.' With Zeeman as its architect, Jumbo-Visma climbed from the basement to the top of the cycling world.
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