EMEA - Virtual

15-16 February 2022

Speakers

Alex Edmans
Alex Edmans

London Business School

Professor of Finance

Alex Edmans is a Professor of Finance at London Business School. Alex has a PhD from MIT as a Fulbright Scholar, and was previously a tenured professor at Wharton and an investment banker at Morgan Stanley. Alex has spoken at the World Economic Forum in Davos, testified in the UK Parliament, and given the TED talk “What to Trust in a Post-Truth World” and the TEDx talk “The Social Responsibility of Business” with a combined 2.4 million views. Alex’s book, “Grow the Pie: How Great Companies Deliver Both Purpose and Profit”, was featured in the Financial Times Business Books of the Year for 2020.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Culture as a Source of Sustainable Alpha

Stephanie Niven, CFA
Stephanie Niven, CFA

Ninety One

Portfolio Manager, Global Sustainable Equity

Stephanie is the portfolio manager responsible for the Global Sustainable Equity strategy at Ninety One. Prior to this Stephanie worked at Aviva Investors where she was co-portfolio manager for the Global Equity Endurance Fund, a top-performing global equity strategy awarded the 5 Globe Morningstar sustainability rating and low carbon designation. Before this Stephanie worked for Tesco Pension Investment managing the Global Equity Fund with joint responsibility for establishing the global equity investment process, generating excellent performance in long term investing. Other roles include partner and portfolio manager at Javelin Capital LLP, and Stephanie started her career on the global equity team at Goldman Sachs. She is a board trustee of Humanism UK and a member of the board of trustees for the COIF Charity Funds. Stephanie graduated from Merton College, University of Oxford with a Double First in Modern History and recently received the Certificate of Sustainable Investing from the University of Cambridge.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Culture as a Source of Sustainable Alpha

Eelco Fiole, CFA
Eelco Fiole, CFA

Alpha Governance Partners

Managing Partner

Dr Eelco Fiole, CFA, Fellow IoD is the managing partner of Alpha Governance Partners, risk governance specialists in complex investments, sustainability, blockchain and fintech, across Europe, North America and Asia. He is also an adjunct professor of finance ethics at the Universities of Lausanne and Neuchatel. With 25+ years in the industry, Dr Fiole has 15+ years of board, COO and CFO experience in the alternative investment, wealth and blockchain spaces. Previous firms include ABN AMRO, Credit Suisse, UBS and PwC. Eelco holds degrees and designations in a.o. Economics (PhD, Basel), Social Innovation (Cambridge) and Blockchain Technologies (Barcelona). He regularly speaks on governance, ethics and risk.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Culture as a Source of Sustainable Alpha

Charlie Robertson
Charlie Robertson

Renaissance Capital

Global Chief Economist

Charlie Robertson is an emerging markets specialist, covering global economic themes including democratisation to demographics, education to ESG, fertility, as well as shorter-term indicators like exchange rates and growth. He is the lead author of The Fastest Billion: The Story Behind Africa’s Economic Revolution, and is often found on twitter @RenCapMan. Charlie was voted the number-one Frontier analyst in the Extel surveys from 2016-20.  He was the number-one economics and macro analyst for emerging Europe, the Middle East and Africa in the Extel survey from 2007-10. In 2021, Charlie was the first non-African to receive the African Icon award from African Banker as his work has helped change perceptions about Africa and position the continent as a serious investment destination.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    What’s Needed for Emerging and Frontier Markets to Thrive in the Post-Pandemic World—Focus on Africa and Pakistan

Louise Cooper
Louise Cooper

Broadcaster and Writer

Louise Cooper presented BBC5Live’s Wake Up To Money for four years and still presents BBC Radio 4’s Money Box Live. She also writes for various newspapers and had regular business/money columns for both The Times and The Spectator. She started her career at Goldman Sachs as a stockbroker and then became a business journalist, initially as an on-air presenter and reporter at the BBC World Service Radio. Whilst working as a market analyst at the interdealer broker BGC, her regular media appearances during the Eurozone financial crisis got her dubbed the Downturn Diva by the Daily Mail. Louise has an in-depth financial knowledge and the great skill of making the complicated comprehensible. She also has the distinction of passing every CFA exam first time and the last and final exam whilst eight months pregnant!

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    What’s Needed for Emerging and Frontier Markets to Thrive in the Post-Pandemic World—Focus on Africa and Pakistan

Jean-Paul Kachour
Jean-Paul Kachour

Abu Dhabi Investment Authority (ADIA)

Head of Core Systematic Portfolio

Jean-Paul Kachour joined ADIA in 2008. He currently heads the Core Systematic Portfolio and is responsible for quantitative manager research in the Equities Department. His previous roles include Global and Asia Pacific portfolio and team lead responsibilities. Prior to ADIA, Jean-Paul held positions at PSP Investments’ External Manager group covering both major and alternative asset classes, and Watson Wyatt (now Willis Towers Watson) in the Investment Consulting practice. Jean-Paul has a Master of Arts in International Relations from the Fletcher School of Law and Diplomacy, Tufts University; a Bachelor’s degree from Concordia University with a major in Finance, and is a CQF (Certificate in Quantitative Finance) alumnus.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Asset Owner Perspectives on Capital Allocation

William Tohmé, CFA
William Tohmé, CFA

CFA Institute

Senior Regional Head, MENA

William Tohmé, CFA, is senior regional head of Middle East and North Africa (MENA) at CFA Institute and is based in the CFA Institute office in Abu Dhabi. In his role, William advocates for the highest standards of practice and ethics in the investment management industry through the promotion of financial market integrity and transparency among regional policy makers and regulators.  William brings a wealth of experience in building a presence in new markets, deep local knowledge, and a strong entrepreneurial spirit to develop the CFA Institute hub in MENA. He partners with local MENA society leaders to assist with the expansion of their networks, contributing to the further professionalisation of the investment management industry in this flourishing region. Prior to joining CFA Institute, William was director, institutional business development at Lazard, where he developed the sovereign institutional client business in the Middle East, covering the Kingdom of Saudi Arabia, Kuwait, United Arab Emirates, Qatar, Oman, Egypt, Jordan and Bahrain. Prior to this role, he was director, Middle Eastern Institutions, Alliance Bernstein Middle East. William graduated with a Master of Advanced Studies (D.E.A.) in Finance, Monetary Sciences and Banking from the Université Paris II in 2001 (Honours) and earned his CFA charter in 2009. William is fluent in English and a native speaker of French and Arabic.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Asset Owner Perspectives on Capital Allocation

Viktorija Aksionova, CFA
Viktorija Aksionova, CFA

MindTales

CEO and Founder

Viktorija Aksionova is an entrepreneur and an endurance sports enthusiast. Twice start-up founder, with over 10 years experience in the asset management industry. On a mission to empower people to take care of their emotional wellness, she is focused on improving access to mental care by creating Mindtales, a digital wellness platform. In addition, she leads ‘Lean In’ chapter in Abu Dhabi. In her spare time she loves cycling, playing jazz piano and learning new things.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Supporting Sustainable Growth in Private Markets in the Middle East & Africa

Jenny Atout Ahlzen, CFA
Jenny Atout Ahlzen, CFA

Amam Ventures

Co-Founder and Partner

Jenny is a Co-Founder and Partner at Amam Ventures, a gender lens impact fund in the Middle East. Prior to co-founding Amam, Jenny worked as an Investment Principal at Silicon Badia, a VC fund investing in tech-enabled ventures and also worked closely with BeyondCapital, a Jordanian ecosystem enabler. Prior to VC, Jenny was the Head of Asset Management at Awraq Investments. Jenny is a Chartered Financial Analyst, serves at the CFA Society Jordan Board, and an independent board member at the MFI Vitas Jordan. She has been featured as one of the top 20 women in VC in MENA, and is passionate about empowering female entrepreneurs.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Supporting Sustainable Growth in Private Markets in the Middle East & Africa

Rebecca Fender, CFA
Rebecca Fender, CFA

CFA Institute

Head, Strategy and Governance Research, Advocacy, and Standards

Rebecca Fender, CFA, is the Head of Strategy and Governance for the Research, Advocacy, and Standards area of CFA Institute. She provides strategic analysis and partners with key stakeholders to develop and implement initiatives, processes, and metrics that will improve the team’s effectiveness. Previously, she was a member of the industry research team and the founder and leader of the Future of Finance initiative. As the thought leadership platform for CFA Institute, her group published studies to help investment professionals build their careers and serve their clients more effectively. Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others. Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Supporting Sustainable Growth in Private Markets in the Middle East & Africa

Nerina Visser, CFA
Nerina Visser, CFA

etfSA Portfolio Management Company

Director and Co-owner

Nerina Visser is an ETF Strategist and Advisor, offering consulting and advisory services to the investment industry, financial advisors and private individuals with a specialist focus on Exchange Traded Products, benchmark indices and rules-based investment solutions. She is a director and co-owner of the etfSA Portfolio Management Company, a registered financial services provider, where she oversees the management of specialist investment portfolios of Exchange Traded Products for a broad range of clients. She is the former President of the CFA Society South Africa, and serves as chairperson of the ASISA (Association of Savings and Investments in South Africa) ETF Standing Committee, as a member of the Johannesburg Stock Exchange Issuer Regulation Advisory Committee and Index Advisory Committee, and is one of the founders of the Women in ETFs – South Africa chapter. She also serves on the Editorial Advisory Committee of the Collective Insight publication and is a retirement fund trustee. Nerina holds a BSc in Mathematical Statistics and Applied Mathematics from the University of Stellenbosch, an MBA specialising in Finance from the Stellenbosch Graduate School of Business and is a CFA charterholder. She is a regular market commentator in the media, host of the ETF Investor podcast, and a seasoned speaker at conferences, seminars and workshops, in South Africa, throughout Africa and on the global stage.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 15 February

    Opportunities for Infrastructure Investment in Africa

Olivier Sibony
Olivier Sibony

HEC Paris

Professor of Strategy

Professor of Strategy (Education Track) at HEC Paris and Associate Fellow of Oxford University’s Saïd Business School. Previously, he was a Senior Partner of McKinsey & Company in France and in the U.S. He is the author of four books, including the New York Times best-seller Noise: A Flaw in Human Judgment, co-authored with Daniel Kahneman and Cass R. Sunstein, and You’re About to Make a Terrible Mistake. He is a sought-after keynote speaker and serves on several corporate, advisory and investment boards. Olivier is a graduate of HEC Paris and holds a PhD from Université Paris PSL-Dauphine.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Why People Make Bad Judgements and How to Make Better Ones

Susan Spinner, CFA
Susan Spinner, CFA

CFA Society Germany

CEO

Susan Spinner, CFA, is the CEO of CFA Society Germany. To this role, Susan brings almost 25 years of experience in the investment industry, with a focus on international capital markets and portfolio management and analysis. In Germany, Susan has worked in senior roles for Commerzbank in Frankfurt, for the Landesbank in Hamburg and for Dresdner Bank in Berlin. In addition, she was a director for global financial products for the Bank of Montreal in Chicago, USA. Susan was a founding board member of the CFA Society Germany in 2000. She conducts regular trainings on topics such as capital market ethics and teaches the master class "Ethics in Finance" at the Goethe Business School of the University of Frankfurt.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Why People Make Bad Judgements and How to Make Better Ones

Reynir Indahl
Reynir Indahl

Summa Equity

Founder and Managing Partner

In 2016, Reynir Indahl founded Summa Equity, a Nordic Private Equity fund with EUR 1.6bn in AUM across two funds. Summa was the first in PE to align its investments with the UN Sustainable Development Goals. Megatrends such as global population growth, resource scarcity, energy transition, and aging population are driving growth within its investment themes. Mr. Indahl has a B.S. in Economics from the Wharton School of University of Pennsylvania and MBA from Harvard Business School. He was previously Partner with Altor Equity Partners, and has been working with Ignis Photonyx, Kistefos Venture Capital, and McKinsey & Company.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Post-COP26 Climate Investment Opportunities—Strategies, Instruments and Risks

Hortense Bioy, CFA
Hortense Bioy, CFA

Morningstar

Global Director of Sustainability Research

Based in London, Hortense leads Morningstar’s ESG research efforts globally, with the objective of educating investors and providing the tools they need to evaluate funds through an ESG lens. Prior to assuming this role, she was responsible for Morningstar’s sustainability research in EMEA for three years. Before transitioning to a dedicated ESG focus, Hortense was European Director of Passive Strategies Research. She led an award-winning team that provides research on ETFs and index funds. Hortense joined Morningstar as an ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong. Hortense holds a master’s degree in finance from Paris Dauphine University and a postgraduate degree in finance from Paris Sorbonne University. She is also a CFA charterholder.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Post-COP26 Climate Investment Opportunities—Strategies, Instruments and Risks

Josina Kamerling
Josina Kamerling

CFA Institute

Head, Regulatory Outreach, EMEA

Josina Kamerling is head, regulatory outreach, for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting the EMEA policy development of CFA Institute, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Post-COP26 Climate Investment Opportunities—Strategies, Instruments and Risks

Carole Crozat, CFA
Carole Crozat, CFA

Blackrock Sustainable Investing (BSI)

Head of Fundamental Research

Carole Crozat joined BlackRock in 2019 as Head of Fundamental Research at BlackRock Sustainable Investing (BSI), bringing 17 years of experience in sustainability. Previously, Ms. Crozat was Head of Sustainability Research at Exane BNP Paribas. She had previously worked at Société Générale CIB for 6 years as a senior ESG research analyst, focusing on health and nutrition, as well as social risks in the supply-chain. She also work at Allianz Global Investors, where she participated in the launch of multi-sector thematic funds. She started her career at Vigeo-Eiris, a pioneering European ESG rating agency later sold to Moody’s.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Sustainability Analytics & Integration: Resolving the Problems with ESG & Impact Data

Thrainn Halldorsson
Thrainn Halldorsson

Nordea Asset Management (NAM)

Data Scientist, ESG Quant, Responsible Investments

Thrainn Halldorsson is a Data Scientist in the ESG Quant team, a part of the Responsible Investments unit, at Nordea Asset Management (NAM). Thrainn has a background in quantitative finance and has been at Nordea since 2015 in various Data Science roles, including developing capital adequacy models for the bank as well as developing models to detect high-risk customer behaviour and financial transactions within the area of financial crime prevention. Before joining Nordea he worked at the Financial Supervisory Authority in Iceland and Landsbankinn. He has an MSc in Finance and Investments with a minor in Data in Business at Copenhagen Business School and a BA in Economics from the University of Iceland.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Sustainability Analytics & Integration: Resolving the Problems with ESG & Impact Data

Chris Fidler
Chris Fidler

CFA Institute

Senior Director, Global Industry Standards

Chris Fidler is a Senior Director in the Global Industry Standards team at CFA Institute where he leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. Additionally, he led the development of the Global ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in mechanical engineering from University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Sustainability Analytics & Integration: Resolving the Problems with ESG & Impact Data

John Hulsman
John Hulsman

John C Hulsman Enterprises

Managing Director and Founder

For the past 15 years, Dr. John C. Hulsman has been the president and managing partner of John C. Hulsman Enterprises, a prominent global political risk consulting firm. He is senior columnist for City AM, the newspaper of the city of London, while also writing regular columns on geopolitics, macroeconomics, and politics for Arab News in Riyadh, The Hill newspaper in Washington, Aspen in Rome, and ORF in New Delhi. Prior to this, John served as fellow in European policy studies at the Center for Strategic and International Studies (CSIS) and senior research fellow in geopolitics and foreign policy at the Heritage Foundation for seven years, the largest think tank in the world. A Washington insider, he is a life member of the US Council on Foreign Relations, the pre-eminent US foreign policy institution. Mr. Hulsman is the author of all or part of 14 books, has given over 1550 interviews, written over 1000 articles, prepared over 1340 briefings, and delivered more than 560 speeches on global political risk and foreign policy for blue chip corporations and governments around the world. John has made a name for himself as the pre-eminent predictor of global geopolitical risk in our new multipolar era, uniquely calling the Brexit referendum result, the 2020 US election (Presidency, House and Senate), the coming of the Sino-American Cold War, as well as correctly calling 18 of his firm’s past 20 major political risk predictions. His most recent work, the best-selling, To Dare More Boldly: The Audacious Story of Political Risk, was published by Princeton University Press in April 2018.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    Game-Changing Political Risks in the Post-Pandemic World

Adam Tooze
Adam Tooze

Columbia University

Author, Professor

Professor Tooze teaches and researches widely in the fields of twentieth-century and contemporary history with a special focus on the history of economics and a range of themes in political, intellectual and military history, across a canvas stretching from Europe to the Atlantic. He is currently working on the history of the climate crisis.

Event

EMEA – Virtual
15-16 February 2022

Sessions

  • 16 February

    After the Crisis-Resiliency of Capital Markets and Economies in a Post Pandemic World