Investment Forum Agenda 

 

 

 



Key Agenda Topics

Review of previous Investment Forum: Where do we stand? What’s changed? How did we perform?
Japan: The near and long-term implications of “Abenomics”
The state of the global economy six years after the burst of the real estate bubble
The risk of rising re-regulation in developed markets
Market views from our regional CIOs


The agenda has been divided into five sessions:
Global CIO Andreas Utermann will open the Forum with a recap of the outcome and conclusions from the last Investment Forum in Frankfurt in January. Then the first of three themed discussions will begin, each featuring external experts in their respective fields. The event will draw to a close with the usual global roundup of CIO views in key regional markets and asset classes before Andreas Utermann concludes and wraps up the event.

Topic Presenter
Review of previous Investment Forum: Where do we stand? ​ Andreas Utermann, Global CIO
Japan: The near and long-term implications of “Abenomics”​ Cameron N Umetsu, FX Strategy, Macro Research, UBS
Andrew Hunt, Economist, External Advisor
The state of the global economy six years after the burst of the real-estate bubble ​​Rob Parenteau, Economist, External Advisor
Stefan Hofrichter, Chief Economist
The risk of rising re-regulation in developed markets Dr. Hung Tran, Executive MD, Institute of International Finance
Dr. Bernhard Speyer, MD, Deutsche Bank Research
Current investment themes and market views from our regional CIOs​ Raymond Chan, CIO Equity Asia Pacific
David Tan, CIO Fixed Income Asia Pacific
Neil Dwane, CIO Equity Europe
Franck Dixmier, CIO Fixed Income Europe
Scott Migliori, CIO Equity US
Doug Forsyth, CIO Fixed Income US
Ben Fischer, CIO NFJ Investment Group
View Presenter Bios >

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