Justin Griffiths, Partner, Deloitte Luxembourg
Jérôme Wigny, Partner, Elvinger Hoss Prussen
Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Gilles Roth, Minister of Finance, Luxembourg Government

With half the world’s population living in jurisdictions that are facing elections in 2024, including the US, politics will loom particularly large in investment decisions in the short and medium term. Meanwhile, geopolitical tensions continue to flare in many parts of the world, and supply chains are being reconfigured at a rapid pace. This panel of experts will discuss the geopolitical trends, threats and considerations that are having the greatest impact and how asset managers can navigate the volatility.

Yves Choueifaty, President and CIO, TOBAM
Dr Jian (Helen) Liang, Head of China Market, Banque Internationale à Luxembourg
Rachel Gangji, Head of Global Markets Advisory, Eurasia Group
Natznet Tesfey, Head of Insights & Analysis, Global Intelligence & Analytics, S&P Global Market Intelligence

Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Furio Pietribiasi, CEO, Mediolanum International Funds

Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

The resurgence of fixed income among asset managers reflects its role as a critical component of diversified investment portfolios, offering risk management, income generation, diversification and potential capital appreciation opportunities in varying market conditions. This session will explore how the interest rate environment is affecting fixed income strategies, assess bond types, durations and yields, and uncover why the ‘60:40 portfolio’ is back in fashion.

Michael Biemann, Senior Vice President and Fixed Income Strategist, PIMCO
Oliver Bilal, Head of EMEA Distribution, Invesco
Olga Bogdanova, Head of Investment Counselling, North & Central Europe, Citi Private Bank
Ross Pamphilon, Head of Fixed Income, Impax Asset Management

Moderator: Liz Lumley, Deputy Editor, The Banker

Monica Verma, Hacker, Top #3 CISO EMEA, Founder, Monica Talks Cyber

There is ongoing pressure on asset management fees, driven by competition, regulatory changes, and the rise of passive investing. Fund managers are under scrutiny to justify their fees, leading to fee compression in some segments of the industry. This panel of regulators and industry representatives will discuss whether the downward trajectory of fees will continue and what regulatory developments in Europe will affect fee structures going forward.

Veronica Buffoni, Managing Director, Carne
Emmanuel Doumas, Senior Policy Officer, Investment & Reporting Division, ESMA
Jérôme Mousny, Advisor, CSSF
Andreas Stepnitzka, Deputy Director, Regulatory Policy, EFAMA

General Sir Mark Carleton-Smith, Former Head of the British Army

Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Alternatives and real assets, especially infrastructure, are gaining popularity with investors and managers due to the inflationary hedge they can provide, but they also bring unique downsides and risks. Are they overhyped as asset classes? Have the lessons of the Global Financial Crisis been properly learned? And what is the significance of private assets? In this session, leaders of the asset management and real estate industries will assess the opportunities and challenges presented by alternatives and real assets.

Didier Duret, Chairman, Omega Wealth Management
Matthew Shafer, International Head of Distribution, Europe & Asia, PGIM Investments
Neil Slater, CEO, Redevco