DACH 2021

Anja Blacha is a mountaineer and polar explorer. In 2020 she set the world record for the longest solo and unsupported polar expedition by a woman. Just a few months earlier, she became the first German woman to summit K2 – the savage mountain – and one in only eleven women in history who have done so without supplemental oxygen. Between 2015 and 2017, she had already scaled the Seven Summits, the highest mountains of each continent, including Mount Everest, as the youngest German ever to do so. In her professional life, she pursues a career with an equally international focus. Having held management positions in the UK, Switzerland and South Africa, she now advocates for the involvement and influence of young people in business and society as the Vice President of Youth at the Project Management Institute. Anja is based in Switzerland and holds an MA Philosophy from the University of London, alongside a BSc Business Administration from the University of Mannheim.

Ski racer & Entrepreneur

ANJA BLACHA

Oliver Schneider is the founder and managing partner of RiskWorkers GmbH in Munich. He started his professional career as an officer in the German Armed Forces and served, among other things, as a paratrooper before joining the Special Forces Command (KSK), where he was involved in several special operations abroad before resigning his position a regular officer. He then began his civilian career at a company belonging to the DAX group. He has been working as a security, risk and crisis management consultant since 2006. He also holds an M.Sc. in Risk, Crisis and Disaster Management from the University of Leicester (UK).

Founder and Head of W.I.R.E. Think Tank.

OLIVER SCHNEIDER

As manager, entrepreneur, coach and bestselling author, Walter Kohl has personal experience in corporate leadership, employee management, communication, successful crisis management and strategic realignment. His purpose is to people and companies in maximizing their success. A truly inspiring personality, he motivates the participants of his lectures, workshops and coaching sessions with his profound, practice-oriented and authentic knowledge. In 2011, he published the bestselling book Leben oder gelebt werden („Live or be Lived“) and in 2014, he wrote the book Was uns wirklich trägt („What Really Carries Us“) with Father Anselm Grün. In 2019, he founded the non-profit „Initiative Deutschland in Europa gGmbH“ and published his bestseller Welche Zukunft wollen wir? Mein Plädoyer für eine Politik von morgen („What Future do We Want? My Plea for a Policy of Tomorrow“).

Emergency Medicine Doctor and Research MD at the Concordia station in the Antarctic

WALTER KOHL

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Speakers

08:00 - 09:00 09:00 - 10:00 10:00 - 10:40 10.50 - 11.30 11:40 - 12:20 12:30 - 13:10 13:10

Breakfast Conference Session 3 Anja Blancha Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Buffet Lunch

Day two

All timings in CET

08:30 - 09:30 09:30 - 09:40 09:40 - 10:40 10:40 - 11:20 11:30 - 12:10 12:20 - 13:00 13:00 - 14:20 14:20 - 15:20 15:20 - 16:00 16:10 - 16:50 17:00 - 17:40 19:30 - 20:00 20:00 - 23:00

Registration Welcome address Conference Session 1 Walter Kohl Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch Conference Session 2 Oliver Schneider Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner

Day one

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08:00 - 09:00 09:00 - 09:10 09:10 - 10:10 10:15 - 10:55 11:00 - 11:40 11:45 - 12:25 12:25 - 13:40

Registration Welcome session Conference session 1 Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch

13:45 - 14:45 14:50 - 15:30 15:35 - 16:15 16:20 - 17:00 17:05 - 17:45 19:30 - 20:00 20:00 - 23:00

Conference Session 2 Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner

Thursday, 16 September

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Agenda

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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

We are happy to announce that Citywire DACH will be back live in Berchtesgaden this November. Join us on November 25-26 at the picturesque Kempinski Hotel Berchtesgaden, for this unique event that will bring together over 60 leading fund selectors from Germany, Austria and Switzerland, along with 12 international asset management companies. Rest assured that the wellbeing of our guests remains very important to us and with this in mind we will have in place a strong Covid-19 protocol, with procedures and safety measure to safeguard our guests. The entire Citywire team is looking forward to a stimulating event. We look forward to seeing you in Berchtesgaden!

Welcome to Citywire DACH 2021!

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In 1991 Judit Polgár became the youngest ever Grandmaster at just 15-year-old. She is generally regarded as the strongest female chess player of all time and in 2001 was proclaimed the Female Chess Player of the Century. At the age of 9, Polgár won her first international tournament in New York. This became a cover story in The New York Times. She was 11 when she defeated a Grandmaster for the first time. She became a world youth champion at the age of 12, and then 14 against boys only. The goal for Polgár, and her parents, was the adult absolute world champion title, not the women’s world leadership. As such, she only sat down at open and men’s tournaments. At her last two women’s tournaments, at the age of 12 and 14, her sisters Susan and Sofia, Ildiko Madl and Polgár won the first- and second-Women’s Olympic Champion’s titles in Hungarian chess history.

Ski racer & Entrepreneur

Judit Polgár

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25-26 November

Kempinski Berchtesgaden

Head of DACH Email

Andreas Dagasan

Head of Audience Development DACH Email

Irene Marcolla

08:00 - 09:00 09:00 - 10:00 10:00 - 10:40 10.50 - 11.30 11:40 - 12:20 12:30 - 13:10 13:10

Breakfast Conference Session 3 Anja Blancha Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Buffet Lunch

Day two

All timings in CET

08:30 - 09:30 09:30 - 09:40 09:40 - 10:40 10:40 - 11:20 11:30 - 12:10 12:20 - 13:00 13:00 - 14:20 14:20 - 15:20 15:20 - 16:00 16:10 - 16:50 17:00 - 17:40 19:30 - 20:00 20:00 - 23:00

Day one

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Workshops

Speaker: Thomas Hanson joined the industry in 2000 and joined us in 2019 from Janus Henderson Investors, where he was manager of a number of high yield bond funds. Before that, Thomas worked for Aerion and Lazard Asset Management in a variety of analysis and portfolio management roles. He has a BA (Joint Hons) in French and Management Studies from the University of Reading. Thomas is a CFA charterholder.

Senior Sales Manager DACH Wholesale

Edouard Giraud, CAIA

Head of DACH Wholesale

Barnaby Woods, CAIA

Head of European High Yield

Thomas Hanson

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High yield bonds exhibit unique characteristics compared to conventional fixed income securities. High yield is a frequently misunderstood asset class, with an undeserved reputation for being high risk. With attractive risk-adjusted returns, strong diversification benefits, low interest rate sensitivity and protection against inflation risks on offer, we believe these bonds can play a key role in investors’ portfolios in the current market environment. Workshop objective: Understand the opportunities and challenges in the high yield market Why High Yield still plays an important role in investors’ portfolios due to its attractive risk-adjusted returns, diversification benefits and low interest rate sensitivity.

The Case for High Yield

Aegon Asset Management

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Company

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Director

Anna Bretschneider

Manager, Business Development

Benjamin Trueb

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Director, Positive Change

Alison Henry

Speaker: Alison joined Baillie Gifford in 2013 and is a Product Specialist in the Positive Change Team. She began her career in New York before returning to Edinburgh in 2010 to join Investec. Alison graduated MA (Hons) in Business Management from the University of Edinburgh in 2005.

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Positive Change is a global equity strategy which aims to deliver attractive investment returns and contribute towards a more sustainable and inclusive world. As it nears its 5-year anniversary, Rosie will share what Positive Change means and how Baillie Gifford thinks about it in a portfolio context. She’ll discuss the importance of the measurement and reporting of non-financial metrics and share her enthusiasm on the areas which the team are currently exploring in their search for companies where profit complements purpose. Workshop objective: What does Positive Change mean in the context of a listed equity portfolio? How to think about a portfolio with dual objectives? How to approach reporting of non-financial metrics and impact reporting?

Investing for Positive Change

Baillie Gifford

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Senior Sales Manager Crédit Mutuel Investment Managers Germany

Dirk Boekenholt

Head of Sales (DACH) Crédit Mutuel Investment Managers

Lutz Overlack

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Fund Manager

Tom Michels

Speaker: Tom started his professional career in 2014 right after his studies at BLI - Banque de Luxembourg Investments as European equities analyst with a focus on smaller capitalizations. Tom holds a MSc in Accounting, Control and Finance from the HEC business school in Lausanne, Switzerland.

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Investing with a long-term horizon in Small & Mid Caps Europe. We are acting with a strong conviction: “Never compromise on quality”. Strong balance sheets, high entry hurdles, strong competitive advantage, a long-term thinking company management combined with a reasonable valuation is what we are looking for. Workshop objective: Diversification of the European equity allocation within a portfolio.

BL European Small & Mid Caps – Invest in entrepreneurial companies

Crédit Mutuel Investment Managers

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Manager – Sales Support, Germany & Austria Email

Gloria Tumpach

Sales Director Email

Frank Poepplow

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CFA, Investment Director

Caroline Cantor

Speaker: Caroline joined the international business of Federated Hermes in February 2020 and is investment director for the Impact and SDG Engagement Equity strategies. She joined following 10 years at Columbia Threadneedle Investments, where she was most recently the Client Portfolio Manager for their UK Equities team since 2015. Caroline has a degree in General Engineering from the University of Durham, is a CFA charterholder and holds the Investment Management Certificate.

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Investors realise that incorporating sustainability and ESG factors will often help them avoid companies that destroy shareholder value. Impact Investing goes beyond risk mitigation and invests in companies that are tackling the underserved needs of society and the environment. Join us to hear how we seek to identify and invest only in truly impactful companies, with the aim of generating attractive, market-beating returns. Workshop objective: Objective

Impact Investing – Allocating to the companies of tomorrow

Federated Hermes, International

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Head of Germany & Austria

Dominik Issler

Sales Director – Germany & Austria

Daniel Blum

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Fund Manager- Head of Fixed Income Alternatives

Mark Nash

Speaker: Mark Nash joined Jupiter in 2016 and is Head of Fixed Income Alternatives. He manages the Jupiter Strategic Absolute Return Bond fund. Prior to joining Jupiter, Mark began his investment career at Invesco asset management (London) in 2001, becoming a fund manager in 2003. In his last five years there, Mark was the head of multi-sector fixed income managing the flagship Invesco Bond fund and Invesco European Bond fund. Mark is a CFA charterholder and has a BSc degree in Chemistry from Nottingham University.

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Expectations earlier this year for reflation have given way to concerns about high inflation and the prospect of lower growth. As major central banks begin to tighten, the risk of a policy mistake has risen, and volatility seems to be the only certainty in the fixed income market. Mark Nash, fund manager of the Jupiter Strategic Absolute Return Bond fund, will spell out why a flexible and nimble approach that’s designed to deliver returns at all parts of the cycle is the best option to tide over the current travails. Workshop objective: After this session, attendees will get an insight into the economic complexities driving the fixed income world, and how the Jupiter Strategic Absolute Return Bond fund’s flexible approach makes a difference when compared with traditional bond strategies.

A nimble fixed income approach for a topsy-turvy world

Jupiter Asset Management

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Head of ETF Investment Strategies

Dr. Aanand Venkatramanan

Speaker: Aanand heads up the ETF Investments team at LGIM and is responsible for investment strategies tracked by LGIM ETFs. He joined LGIM as part of the Canvas team that was acquired from ETF Securities in March 2018. Prior to that, he worked at Barclays Capital and Goldman Sachs as a vice president within their index research and structuring groups respectively; and at University of Sussex as an assistant professor in finance. He has published papers in top academic journals and co-authored book chapters. Aanand holds a PhD in mathematical finance and a master’s in applied mathematics from the University of Reading.

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Legal & General Investment Management

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Business Development Services – Director at FENTHUM (Deutschland) GmbH

René Frick

Global Head of BDS at FENTHUM S.A. FENTHUM (Deutschland) GmbH

Marco Seminerio

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Portfolio Manager

Alexander Dominicus

Speaker: Alexander Dominicus joined MainFirst back in 2009. In his function as a portfolio manager he is a member of the MainFirst Top European Ideas Fund and the MainFirst Germany Fund management team. Previously, he completed a trainee programme at MainFirst Bank and gained experience in various areas of the bank as well as international work experience in London and New York. Alexander Dominicus completed his vocational training as a bank clerk and holds a degree in Business Administration with a specialisation in Finance.

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The importance of companies having a high-quality management team in place is underestimated: investing in the right people is a key part of the stock selection process. The basis of fundamental analysis is the financial data and to gain an in-depth understanding of a company’s business model and strategy - all of which provide an indication of both its future earnings potential and its valuation. Nevertheless, people make the difference in an organisation. As investors, we have to understand the motivation and the reliability of a company’s management. We also have to build up a level of trust and develop a relationship. We prefer an entrepreneurial mindset and a strong alignment between the management and shareholders. We are convinced that not only the right business, but also the right people, can make the difference in the long-term success of an equity investment. Workshop objective: When analysing business models and financial data, equity investors tend to focus on facts and figures. Although that is an important aspect, on its own it is not sufficient: the management of a company matters and can make a difference to performance.

Character for more Performance – why the right company leaders can make the difference in stock selection

Mainfirst Asset Management

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MFS Investment Management

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Sales Director

Rainer Linder

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Senior Product Specialist

Christian Lehr

Speaker: Mr. Lehr is a Senior Product Specialist at Nordea Asset Management. Before joining Nordea Asset Management in 2018 he worked as Senior Product Manager for Nordea Private Banking in Luxembourg and prior to that held the role of Senior Product Manager at UBS Wealth Management in Frankfurt and Luxembourg. Christian Lehr holds an MBA from Kansas State University in Manhattan/USA and prior to that earned his university diploma from Justus-Liebig-University in Giessen/Germany where he majored in the areas of Finance & Banking and International Management. Christian is also a certified CAIA Charter holder.

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In the current low/negative yield environment traditional fixed income instruments offer meagre expected returns, combined with high downside risks in case of rising yields. At the same time equity markets are still subject to elevated volatility, meaning inves¬tors are urged to look for alternative investment solutions that can help improve diversification and deliver returns while con¬trolling risk in their portfolios. This is obviously not an easy task. The good news is that diversification from market turbulence can be achieved by investing in assets that behave differently during an economic cycle. In truth, diversification is not simply about piling into numerous asset classes, but rather identifying a select number of truly uncorrelated positions able to deliver for investors through most market environments. Nordea’s Multi Assets Team has a longstanding tradition, and strong track record, in managing products based on risk premia under¬pinned by a coherent risk management. The team considers a broad and diversified set of different risk premia, all of which are continuously monitored to ensure that their portfolios are running with the most attractive combination of strategies. Combining a wide set of risk premia will allow the portfo¬lio managers to broaden the set of opportunities and have access to diversified sources of returns, which will allow for attractive risk-adjusted results. We at Nordea believe that using such a broad set of risk premia offers an innovative and optimal investment port¬folio to fulfill clients’ expectations. In this difficult low yield environment, true diversification is needed in order to mitigate long-term market risks. Workshop objective: A unique liquid alternative investment solution offering daily liquidity and delivering on clients’ reward expectations in the current low yield environment Implementing an innovative investment approach based on more than 10 years of experience Benefit from a large set of risk premia that offer low correlation to traditional asset classes

Nordea’s approach to Risk Premia & Liquid Alternative Investments

Nordea Asset Management

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Assistant Vice President, Account-Manager, Germany and Austria

Cvjetko Zecevic

Vice President, Head of German, Austrian and Swiss Accounts – DACH region

Thiemo Volkholz

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Managing Director and Portfolio Specialist at Jennison Associates, a PGIM Business

Raj Shant

Speaker: Raj Shant is a portfolio specialist who supports Jennison’s distribution and client efforts across Europe, the Middle East, and Africa. He joined Jennison in 2019. Prior to Jennison, Raj spent 17 years with Newton Investment Management, where he began as head of European equities and then became a global equity portfolio manager and portfolio specialist. Previously, he spent five years with Credit Suisse Asset Management, most recently as head of European equities. He began his career in investment banking before moving to become an investment analyst and portfolio manager. Raj earned a BA with honors in economics and management from Leeds University.

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The extraordinary pandemic-induced social, professional, and technological disruption— and the ongoing digital transformation of consumers and enterprises continues to revolutionise the way we live, work, and operate as a society. Secular trends that were already in motion went into overdrive, widening the gap between struggling “old economy” companies and innovative business models. E-commerce, digital payments, streaming, and cloud computing technologies proved their value and have been broadly adopted by both businesses and consumers. While companies in these areas saw their stock prices skyrocket amid the turmoil, the true transformative potential of many companies in these areas remains largely underestimated and provides substantial runway for future growth and wealth creation. Portfolio Specialist Raj Shant examines secular shifts underway, details the importance of ESG considerations when evaluating high growth companies, and explains how the team is positioned to take advantage of long term growth trends. Workshop objective: Successful growth investing comes from identifying and investing early in innovative and disruptive companies with sustainable growth potential. Learn how Jennison Associates' fundamental research uncovers companies that are driving structural change in their industries, creating sustainable competitive advantages, and emerging as leaders.

Disruption’s Next Chapter: Will Innovation Extend the Growth Cycle?

PGIM Invesments

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Senior Relationship Manager Mail

Michael Neumayer

Senior Relationship Manager Mail

Wolfgang Menguser

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Head Vescore Solutions Germany

Stephan Schneider,

Speaker: Stephan Schneider joined Vescore in June 2006 as portfolio manager. As the Head of Vescore Solutions Germany, he is responsible Vescore`s German-related business since February 2012, including portfolio management. Vescore, since 2016 part of Vontobel Asset Management, is a pioneer in quantitative investing in German-speaking countries. Stephan Schneider holds a degree in Macroeconomics from Munich`s Ludwig-Maximilians-University, with a major in Capital Market Research and Financing. Additionally, he is a Certified International Investment Analyst (CIIA) and Certified European Financial Analyst (CEFA).

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Inflation is back on the table and once again, one of the most discussed topics in financial markets. We show how to manage time-variable risk premia in bond markets, systematically and purely based on “traded” information. Vescore´s multi-model approach derives the optimum allocation for a government bond portfolio by adjusting the portfolio duration to interest rate dynamics using short-term predictions (carry, mean reversion and momentum models) and then accounting for the economic environment using term premium models. In the second part of the presentation, we show how we combine the derived bond allocation with the other traditional risk premia – equity – to a global equity and fixed income portfolio. Workshop objective: Demonstrate how to manage duration risk in times of inflation – whether persistent or temporary - based on a proprietary and systematic multi-model approach

How to handle inflation uncertainties? Managing duration in a systematic and dynamic way

Vontobel

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Associate Director, German Speaking Regions Distribution

Johannes Kammann

Head of German Speaking Region

Thiemo Storz

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Director, Research, WisdomTree

Nitesh Shah

Speaker: Nitesh is Director of Research at WisdomTree. Prior to the acquisition of ETF Securities in April 2018, Nitesh was a Commodities Strategist for the company. Nitesh has 16 years of experience as an economist and strategist, covering a wide range of markets and asset classes. Before joining ETF Securities, Nitesh was an economist covering the European structured finance markets at Moody’s Investors Service and was a member of Moody’s global macroeconomics team. Before that he was an economist at the Pension Protection Fund and an equity strategist at Decision Economics. He started his career at HSBC Investment Bank. Nitesh holds a Bachelor of Science in Economics from the London School of Economics and a Master of Arts in International Economics and Finance from Brandeis University (USA).

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We are in an energy transition, where we are rapidly moving away from consuming hydrocarbons and increasingly using renewable sources of energy. This process will be accelerated by increasingly ambitious climate goals. Key beneficiaries from this trend will be base metals, battery materials and other tools that help policy makers reach their goals such as tradable CO2 emission allowances. In this presentation we will explore this megatrend, the beneficiaries, and their respective outlooks. Workshop objective: We would like to highlight which commodities will benefit the most form the energy transition and explore the trade-off between a greener economy and the increasing demand for certain base metals that will be needed for this transition.

Investing in Energy Transition - Beneficiaries of the Energy Transition

WisdomTree Investments

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