Speakers at Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

  1. Anatole Kaletsky

    Anatole Kaletsky

    Founding Partner, Chief Economist, Gavekal Dragonomics

    Anatole Kaletsky is Co-Founder, Chairman and Chief Economist of Gavekal. Before founding Gavekal he worked for 30 years as an economic journalist and commentator at the Financial Times, The Economist, and the London Times. He is also Chairman of the Institute for New Economic Thinking, a foundation created to reform academic economics after the 2008 global financial crisis. His book Capitalism 4.0, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize.
  2. Bob Homan

    Bob Homan

    Chief Investment Officer, ING Investment Office

    Bob Homan is sinds 2008 Hoofd van het Investment Office van ING en daarmee eindverantwoordelijk voor het beleggingsbeleid van ING voor haar Nederlandse klanten. Hij startte zijn carrière bij de Postbank en werkte voor zijn overstap naar ING bij diverse vermogensbeheerders. In de media is hij het gezicht van ING wanneer het om beleggen gaat. Homan studeerde Economie aan de Universiteit van Amsterdam.
  3. Edward Markus

    Edward Markus

    Chief Economist

    After graduating in Economics from the Free University of Amsterdam, Eddy Markus spent a number of years honing his skills at some of the foremost financial institutions in Europe and the USA as both a professional investor and analyst. Eddy is the founder (1978) and also Chief Economist of ECR Research. ECR publishes several times per week on topics varying from asset allocation, interest rates, currencies, stock-markets and the major global economies. Their analysis is subscribed to by many of the world’s leading institutional investors, asset managers and more than 30 of the world’s central banks.
  4. Erik Knutzen

    Erik Knutzen

    Managing Director, Co-Head Quantitative and Multi-Asset Investment Team, Multi-Asset CIO, Neuberger Berman

    Erik L. Knutzen, CFA, CAIA, Managing Director, is Co-Head of the Neuberger Berman Quantitative and Multi-Asset investment team and Multi-Asset Chief Investment Officer. He joined the firm in 2014 and is responsible for leading the management of multi-asset portfolios, driving the asset allocation process on a firm-wide level, as well as engaging with clients on strategic partnerships and multi-asset and quantitative solutions. Previously, he was Chief Investment Officer at NEPC, LLC. In addition, he is an Associate Editor of the Journal of Investing, and on the Investment Committee of the Massachusetts Audubon Society. Knutzen holds an MBA from Harvard Business School and a BA from Williams College.
  5. Han Dieperink

    Han Dieperink

    Chief Investment Officer, Auréus, adviseur, HD Capital & Advisory

    Han Dieperink is zelfstandig adviseur via zijn bedrijf HD Capital & Advisory. Hij is onder andere actief voor BB Capital (private equity) en als Chief Investment Officer voor Auréus. Zijn expertise ligt op het gebied van beleggen en het samenstellen van portefeuilles met een combinatie van passieve, actieve, duurzame en thematische beleggingen. Verder schrijft hij boeken en columns. Han was tot 2019 Chief Investment Officer (CIO) van Rabobank. Zijn carrière startte bij Schretlen & Co waar hij van 2000 tot en met 2009 CIO was.
  6. Jeremy J.W. Cunningham

    Jeremy J.W. Cunningham

    Investment Director, Capital Group

    Jeremy J.W. Cunningham is an Investment Director at Capital Group. He has 37 years of industry experience and has been with Capital Group for eight years. Prior to joining Capital, Cunningham worked as head of EMEA fixed income business development at Alliance Bernstein. Before that he was Head of Product Management at Schroders. Earlier in his career he was a Fixed Income Portfolio Manager at Invesco, J.P. Morgan Fleming and Merrill Lynch. Cunningham holds the CFA designation.
  7. Justin Curlow

    Justin Curlow

    Global Head of Research & Strategy, AXA IM Alts

    Justin Curlow is Global Head of Research & Strategy at AXA IM Alts. His team is responsible for applying the firm’s 360-degree approach to real asset research. He is a member of the Strategic Investment Committee and allocation committees for various funds managed by AXA IM Alts. He joined AXA IM Real Assets in 2011 having previously spent six years working for DWS. Curlow holds a BSc in Finance from Indiana University and is a member of a number of professional organisations, including APL, IPF, SPR and ULI.
  8. Karin Kaiser

    Karin Kaiser

    Head of Euro Private Markets, Schroders Greencoat

    Karin Kaiser joined Schroders Greencoat (then Greencoat Capital) in 2014 and has since made more than €1.5bn of equity investments into the renewables sector. She was the original member of Schroders Greencoat’s UK Solar team which she has successfully co-led to be one of the top two owners of solar assets in the UK. Kaiser is now based in Germany and is leading Schroders Greencoat’s European private markets team. She is responsible for managing the firm’s European investment strategies across institutional funds, mandates, and wealth products. She joined from Bank of America Merrill Lynch, where she was part of the M&A and Corporate Finance Team, structuring equity and debt financing solutions for European clients.
  9. Olaf van den Heuvel

    Olaf van den Heuvel

    CIO NL & Global Head Multi Asset and Solutions, Aegon Asset Management

    Olaf van den Heuvel, CFA, CIO Aegon Asset Management NL and Head of Tactical Asset Allocation, joined Aegon Asset Management in 2000 as portfolio manager for Pacific Equities and strategist. Since 2007, Van den Heuvel has led the Multi Asset team, responsible for the multi asset mandates, asset allocation and strategic views on asset classes for Aegon Asset Management in the Netherlands. He has been a member of the global asset allocation voting committee since 2014. Van den Heuvel studied Economics at Tilburg University, the Netherlands, and is a CFA charterholder.
  10. Ralph Wessels

    Ralph Wessels

    Chief Investment Strategist, ABN AMRO

    Ralph Wessels is Head of Investment Strategy at ABN AMRO where he has worked since 2011. As a strategist, he is jointly responsible for the investment policy which he communicates to clients. He can regularly be read, heard and seen in the media, including RTL Z, the FD and BNR Nieuwsradio. Since 2017, he has also been keeping up with developments in the crypto world. Wessels started his investment career at Robeco and is a business economist graduate of Erasmus University Rotterdam.
  11. Volkert de Klerk

    Volkert de Klerk

    CIO, Roots Investments

    Volkert de Klerk has been CIO at Roots Investments since 2016. He is also a member of the Investment Advisory Committee of the Ubbo Emmius Fund. From 2014 to 2016, he was Head of Partnerships at MN. Before that, he worked at SNS Reaal as Director of Investment Funds. From 1998 to 2009, De Klerk worked as Director Multi Management and Director Institutional Clients at ING IM Europe. Previous roles were at Robeco, Robeco Group and Robeco Institutional Asset Management. De Klerk studied Economics at the University of Groningen and received his Masters in Finance and Investments from the University of Exeter.
  12. Wouter Weijand

    Wouter Weijand

    Chief Investment Officer, Providence Capital

    Wouter Weijand is sinds juni 2016 verbonden aan Providence Capital als Chief Investment Officer en leidt het Investment Committee. Hij studeerde Algemene Economie aan de Erasmus Universiteit in Rotterdam. Weijand leerde het beleggingsvak bij Pierson van ’83-’89. Daarna volgde 26 jaar bij ABN AMRO Asset Management en rechtsopvolgers FIM en BNP IP. Hij leidde daar achtereenvolgens het Euro Fixed Income team, het wereldwijde Property team en ten slotte het wereldwijde Hoog Dividend Aandelen team.