2018
Amundi
World Investment Forum
28th & 29th
June 2018
Long-term thinking beyond short-term constraints. Mind the gap!

Speakers

Have a look on those who will convert long-term thinking beyond short-term constraints into concrete words

Programme

2 days to discover and share. Amundi World Investment Forum at a glance.

Long-term thinking beyond short-term constraints

  • 11:30 AM –Registration and welcome drinks
  • 12:00 PM –Lunch
  • 1:30 PM –Opening speech
  • 1:50 PM –Keynote Address
  • 2:40 PM –Geopolitics: what is the future of international relations?
  • 3:40 PM –Coffee break and networking
  • 4:00 PM –Macro-regimes & central bank policies: regime shift versus paradigm shift
  • 5:00 PM –Drawing key Investment convictions: balancing long-term and short -term?
  • 6:00 PM –Conclusion
  • 6:05 PM –End of conference
  • 8:00 PM –Dinner cocktail and gala evening - Ministry for foreign affairs - Quai d'Orsay
  • 8:30 AM –Welcome coffee
  • 9:00 AM –Opening speech
  • 9:40 AM –Responsible investment: long-term value creation & investors' dialogue
  • 10:05 AM –Responsible investment: what are the new frontiers? can finance be a driving force today?
  • 10:50 AM –Coffee break and networking
  • 11:10 AM –Ageing population: goal-based investing and its application to the retirement problem
  • 11:35 AM –Ageing population: what it means for macroeconomic environment and long-term expected return
  • 11:45 AM –Ageing population: rethinking investment solutions across the lifespan
  • 12:25 PM –Conversation speech
  • 12:45 PM –Closing remarks
  • 12:50 PM –End of conference and buffet lunch
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Jean-Jacques Barbéris
Co-Head of Institutional Clients Coverage at Amundi

Jean-Jacques Barbéris is the Co-Head of Institutional Clients Coverage and an Executive Committee Member at Amundi.

Jean-Jacques started his career in the French Treasury Directorate General where he served in units in charge of commodities and financial markets from 2008 to 2012.

He became then member of the cabinet of Pierre Moscovici, Minister of Economy and Finance, masterminding France funding policy agenda, contributing notably to the creation of BPI France, the French Public Investment Bank. Before joining Amundi, he acted as advisor for Economic and Financial affairs in the cabinet of the French President of the Republic, where he served from 2013-2016.

Jean-Jacques Barbéris is a graduate from Ecole Normale Supérieure Lettres et Sciences Humaines, agrégé in History, and alumni at both Sciences-Po Paris and Ecole Nationale d’Administration.  He has been lecturer in advanced economics at Sciences-Po Paris From 2009 to 2012.

Valérie Baudson
CEO of CPR AM and Head of ETF, Indexing & Smart Beta of Amundi

Valérie Baudson is currently CEO of CPR Asset Management and has also been in charge of Amundi’s ETF, Indexing & Smart Beta business line since 2008.
Valérie has been working in the finance industry since 1995 and has been with Amundi since 2008.

From 2004 to 2007, Valérie was Marketing Director and Member of the European Management Committee of Crédit Agricole Cheuvreux, the European stockbroking subsidiary of Crédit Agricole Group. From 2000 to 2004, she held the position of Corporate Secretary and was a Member of the Management Committee. She started her career at Banque Indosuez where she managed international audit missions from 1995 to 1999.
Valérie is a graduate of HEC (Hautes Études Commerciales – Paris) where she majored in Finance.

Magnus Billing
CEO of Alecta

Magnus Billing is the CEO of Alecta. Alecta provides collectively agreed occupational pensions, and is owned by approximately two million private customers and 34,000 corporate clients. Alecta’s assets under management amount to approximately USD 90 billion. In 2016 Mr. Billing was, as the only representative of a Swedish corporation, appointed to the European Commissions’ “high-level expert group” on sustainable finance. The group’s task is to come up with recommendations for “a comprehensive EU strategy on sustainable finance as part of the Capital Markets Union”. Prior to joining Alecta Mr. Billing was the CEO of Nasdaq Nordics, and Head of Nordic Fixed Income and Baltic Markets. Within Nasdaq he previously held the position as Chief Legal Counsel and Senior Vice President of Nasdaq Group, Inc. Mr. Billing has served as director of Federation of European Securities Exchanges, Swedish House of Finance and as an alternate director of the Swedish Corporate Governance Code Board of Directors. He holds a degree in Law from Stockholm University.

Pascal Blanqué
Chief Investment Officer at Amundi

Pascal Blanqué has been Group Chief Investment Officer and Head of the investment management platforms since 2005, and he was also Global Head of Institutional Business since the creation of Amundi in 2010. Pascal has been working in the investment industry since 1991 and has been with the Crédit Agricole Group since 2000, where he was Chief Economist until 2005.

Prior to joining Crédit Agricole, Pascal was Deputy Director of Economic Research at Paribas (1997-2000) following four years in the strategic asset allocation department of Paribas Asset Management in London (1992-1996). He began his career in institutional and private wealth management at Paribas in 1991.

Pascal was awarded European CIO of the Year 2013 by Funds Europe Magazine and received the Institutional Investor Manager Lifetime Achievement Award in 2016.

Pascal studied at the Ecole Normale Supérieure. He is a graduate of Institut d’Etudes Politiques and holds a PhD in Finance from Paris-Dauphine University.

Eric Brard
Head of Fixed Income at Amundi

He has been working in the investment industry since 1985 and has been with Amundi since 2010 as Head of fixed income.

He is in charge of the Fixed Income business line and responsible for the Fixed Income and Treasury platforms.

Éric graduated in Economics and holds a postgraduate degree in Finance & Banking (Sorbonne University).

Adrian Dearnell
Chairman of the Board of EuroBusiness Media - Moderator

Adrian Dearnell is a bilingual Franco-American financial journalist, formerly at Bloomberg TV and BFM Business Radio anchor. This experience has been the foundation for teaching execucutives about high-impact presenting.

With more than 20 years’ experience in financial television, Adrian has conducted 3,000 face-to-face interviews with top CEOs, investors, analysts and economists. He also regularly serves as the MC or panel moderator for many high-profile corporate events.

Since the founding of EBM in 2002, Adrian has been coaching C-level execucutives on how to deliver winning investor presentatations, and how to speak to the media.

He published two books on these subjects:

Monica Defend
Head of Strategy, Deputy Head of Research at Amundi

Monica Defend is the Head of Strategy, Deputy Head of Group Research and Macro Strategy with Amundi Asset Management (previously Pioneer Investments), based in the Milan office.
She is responsible for the definition of the Global Financial Outlook and financial market views. The strategy team provide disciplined and integrated views from the Macro Strategy Research team, looking into trends and fluctuations to define short, medium and long term asset class forecasts, highlighting key investment themes.
Monica has been working in the investments industry since 1997. Prior to her current role, she was Global Head of Asset Allocation Research and previously Head of Italian Quantitative Research.
Monica has a degree and a Master’s degree in Economics, both from Bocconi University (Milan), a Master’s degree in Financial Economics from London Business School/Bocconi and an MBA from the Young Talents Unicredit Programme with LBS.

Ambroise Fayolle
Vice-President, European Investment Bank

Ambroise Fayolle was appointed Vice-President of the European Investment Bank in February 2015. He is currently in charge of the operational activities of the Bank in France, Germany, South Africa, and, for ACP/OCT mandates, West Africa and Pacific Islands. He is also responsible for EFSI, innovation, the EIB Economic Department, Development policy and is Board member of the European Investment Fund.

Ambroise Fayolle, represented France at the Executive Boards of the International Monetary Fund (IMF) and of the World Bank, in Washington DC from September 2007 until his appointment as head of Agence France Tresor, the Debt Agency of the French Ministry of Finance, in March 2013. He was also a staff member of the IMF between 2003 and 2005. A graduate of the Ecole Nationale d’Administration (ENA), most of his career was spent at the Treasury Department in the Ministry of the Economy and Finance. In particular, he was division chief in charge of the State Financing and Monetary Affairs Bureau — the predecessor to AFT— and, in 2005, was appointed assistant secretary for Multilateral and Development affairs at the French Treasury, Sous-Sherpa for the G8, and Co-Chairman of the Paris Club.

Diego Franzin
Head of Equity investment platform at Amundi

Diego has been co-head of Equity Investment platform since July 2017. Prior to this, Diego was Head of Equity- Europe overseeing both the quantitative and fundamental investment processes for Pioneer Investments, since 2011.

He joined Pioneer Investments in 1998 as a Quantitative Equity Analyst and became Head of Global Quantitative Research & Management in April 2008.

Diego is a graduate in Economics from the University of Pavia with specialisation in econometrics and statistics and completed the Harvard Business School Programme for Leadership Development in 2008.

Sir Simon Fraser
Former Permanent Secretary at the Foreign and Commonwealth Office

Simon Fraser is Managing Partner of Flint Global Ltd, a company that supports businesses in successfully handling major transactions, and in managing the impact of legislative and regulatory change in London, Europe and international markets.

Simon previously served as Permanent Secretary at the Foreign and Commonwealth Office (FCO) and head of the UK Diplomatic Service from August 2010 to July 2015. In this period he was on the UK’s National Security Council.

Prior to that Simon was Permanent Secretary at the UK Department for Business, Innovation and Skills. He has also served as Director General for Europe and Globalization in the FCO and as chief of staff to European Trade Commissioner Peter Mandelson. These roles have given him deep experience of working at the interface between government and business in the UK and the EU.

Simon’s particular foreign policy expertise is in Europe, trade and economic diplomacy, France and the Middle East. As well as spending six years in the European Commission, he has worked in the British Embassies in Baghdad and Damascus and as political counsellor at the British Embassy in Paris and Head of Policy Planning in the FCO.

As Permanent Secretary at the FCO during a period of great international upheaval and domestic austerity, Simon Fraser led an expansion of the UK’s diplomatic network while taking almost 25 per cent out of FCO running costs. He has a strong interest in leadership of people and organizations, and was the UK Civil Service champion for diversity and inclusion.

Matteo Germano
Head of Multi-Asset, CIO Italy at Amundi

He has been working in the investments industry since 1996.

He started his career with Eurispes and Furman Selz. He then joined UniCredit, holding different research roles. At Amundi (ex Pioneer Investments), he first led the Global Research teams before moving to Multi Asset. In 2017, he is also CIO Italy.

He is a member of the Global Investment Committee and of several supervisory boards (Italy, Germany, Austria).

He is an Economics graduate of the University of Genoa, and completed a MSc in Finance at the University of London.

Carlos Ghosn
Chairman and CEO of Groupe Renault, Chairman & CEO - Renault - Nissan - Mitsubishi Alliance

BIRTHPLACE
Porto Velho, Brazil

BIRTHDAY
March 9, 1954

EDUCATION
Ghosn graduated with university engineering degrees from the École Polytechnique in 1977 and the École des Mines de Paris in 1978.

PROFESSIONAL ACCOMPLISHMENTS
Carlos Ghosn is chairman and chief executive officer of the Alliance, the world’s largest automotive group. Mr. Ghosn also is chairman and CEO of France’s Groupe Renault, and serves as chairman of Japan’s Nissan Motor Co. Ltd. and Mitsubishi Motors Corp.

The Alliance companies combined employ more than 470,000 people in nearly 200 countries, and operate 122 manufacturing plants. Renault, Nissan, Mitsubishi Motors and AVTOVAZ together sold 9.96 million vehicles in 2016 – more than one in nine worldwide.

Carlos Ghosn has been the industry’s leading advocate for sustainable transportation; Renault and Nissan were the first automakers to launch a range of affordable zero-emission cars and commercial vehicles. The Alliance cumulatively had sold more than 500,000 electric vehicles through middle of this year – accounting for about half of all EVs on the road today.

Mr. Ghosn is also establishing the Alliance as a leader in the development of future automotive technology, such as autonomous drive and connected vehicles and services.

Mr. Ghosn joined Nissan as chief operating officer in 1999 and was named CEO in 2001. He was the lead architect of the Nissan Revival Plan, which brought the company out of a severe economic crisis in the late 1990s and back to profitability in 2000. He turned over the CEO role to Hiroto Saikawa on April 1st 2017, but continues to serve as chairman of the Nissan Board of Directors.

In 2005, Mr. Ghosn became CEO of Renault, making him the first executive to run two Fortune Global 500 companies simultaneously. In 2009, he added the title of chairman of the board of Renault. In 2016, he was appointed chairman of Mitsubishi Motors following Nissan’s acquisition of a 34 percent stake in the Japanese automaker.

The Alliance is the most productive and longest-lasting cross-cultural partnership in automotive history. It also has significant strategic collaborations with Daimler of Germany and China’s Dongfeng Motor.

Its top 10 markets in 2016 were the United States, China, France, Japan, Russia, Mexico, United Kingdom, Germany, Italy and Spain. Its vehicles are sold under 10 brands: Renault, Dacia, Renault Samsung, Alpine, Nissan, Infiniti, Datsun, Mitsubishi, Venucia and Lada.

Ghosn is a member of the International Advisory Council of Tsinghua University School of Economics and Management in Beijing, the Strategic Council and Saint Joseph University of Beirut.

He served as a member of the Foundation Board of the World Economic Forum until 2015.

He also served on the boards of Sony Corporation, International Business Machines Corporation, and Alcoa Corporation.

Ghosn is the subject of a number of books in English, Japanese, and French. He wrote two best-selling business books called “Renaissance” in Japanese and “Shift: Inside Nissan’s Historic Revival” in English. He was the subject of another business book called “Turnaround: How Carlos Ghosn Rescued Nissan” by David Magee. He also provided strategic business commentary and on-the-job lessons to aspiring managers in a book called The Ghosn Factor: 24 Inspiring Lessons From Carlos Ghosn, the Most Successful Transnational CEO by Miguel Rivas-Micoud. He also has been the main character of a very popular Japanese manga called “’The story of Carlos Ghosn”.

AWARDS
In 2001, Time and CNN named him No.1 in the 25 most influential global business executives.

In 2002, Fortune awarded him Asia’s Businessman of the Year.

In 2002, Ghosn was made Chevalier de la Légion d’Honneur by the government of France.

In 2002, he was awarded Japanese Prime Minister’s commendation for Business Reformer.

In 2004, he was awarded the Medal with Blue Ribbon from the emperor of Japan.

In 2004, Financial Times named him the third most respected business leaders of the world.

In 2004, the U.S. Automotive Hall of Fame awarded him the Industry Leader of the Year Award and he inducted into the Japan Automotive Hall of Fame.

In 2006, CNBC listed Ghosn as European Business Leader of the Year.

In 2006, Ghosn was made an Honorary Knight Commander of the Order of the British Empire.

In 2007, Ghosn was made Grand Cordon of the Order of Ouissam Alaouite in Morocco.

In 2009, Ghosn was made Commander of the Order of Rio Branco by the government of Brazil.

In 2011, CNBC listed Ghosn as Asia Business Leader of the Year.

In 2012, Ghosn received the Japan Society Award.

In 2012, Ghosn became the first person in the auto industry, and the fourth overall, to win a Lifetime Achievement Award from the Strategic Management Society, a non-profit group that promotes ethical and strategic business stewardship.

In 2012, Ghosn was awarded the Grand Cross of the Order of Isabella the Catholic, an honorific designation to civilians in recognition of services that benefit Spain.

In 2013, he was appointed an International Fellow of the Royal Academy of Engineering.

In 2017, a special postage stamp of Mr. Ghosn was created in Lebanon.

LIST HONORARY DEGREES
Honorary Doctorate from Cranfield University School of Management, United Kingdom (2002)

Honorary Doctor of Humane Letters from American University of Beirut (2003)

Honorary Doctorate from Kyushu University, Japan (2003)

Honorary Doctorate from Hosei University, Japan (2004)

Honorary Doctor of Laws from Waseda University, Japan (2005)

Doctorat Honoris Causa from University of Saint Joseph (2016)

Stephen Gilmore
Former Chief Investment Strategist, Future Fund

Stephen Gilmore was previously the Chief Investment Strategist at Future Fund. He led the Investment Strategy Group, which was responsible for portfolio strategy, including macroeconomic and market monitoring and asset allocation, investment risk and the implementation of various portfolio level derivative overlays. He also had oversight of a range of investment data and analytics initiatives. Stephen was a member of the Fund’s Investment and Management Committees.

Stephen joined the team at Future Fund after having previously worked in senior strategy roles in London and Hong Kong with AIG Financial Products and Morgan Stanley. Prior to that, Stephen worked with both the International Monetary Fund in Washington and the Reserve Bank of New Zealand.

Philippe Ithurbide
Global Head of Research, Analysis and Strategy at Amundi

Since 2006, Philippe Ithurbide has worked at “Caisse de Dépôt et Placement du Québec” (Montréal). A member of the Executive Committee and of the asset allocation committee, he was Executive Vice President in charge of fixed income, currency and credit, and of multi-asset class overlay strategy. He previously worked for Société Générale Corporate and Investment Bank as Head of Research in foreign exchange, fixed income and commodities. Member of the board of SG’s pension fund, he was in charge of asset allocation.

Philippe Ithurbide started his career as teacher/researcher. For more than 20 years he taught at several universities, in Bordeaux in particular, and at HEC Paris. He also gave lectures in Spain, in Colombia, in the US… He published theoretical papers on international finance and books such as “The economic status of gold”, or “French firms and foreign exchange risk: dollar versus EMS”.

Philippe Ithurbide holds a PhD in International Economics and Finance from the University of Bordeaux. He is, amongst other activities, member of the Scientific Council of “AMF” (Autorité des Marchés Financiers), the French regulator, member of the board of “OEE”, (L’Obervatoire de l’Epargne Européenne), an institution monitoring the European Savings, and in charge of the Asset Management working group at Finance Innovation, (Paris-Europlace), which recently published (February 2015) a book entitled “L’innovation au centre des mutations de la gestion d’actifs (Innovation at the center of asset management industry transformations).

Liza Jonson
CEO of Swedbank Robur

Liza Jonson is the CEO of Swedbank Robur – one of Scandinavia’s largest mutual fund managers and one of the leading actors when it comes to sustainable and responsible investments. Liza has 20 years of experience from the financial industry, always focusing on innovation and sustainability, strongly believing and proofing by results that what’s long-term sustainable is also long-term profitable. Liza has been appointed “CEO of the year” when she was CEO of SPP Funds and has been ranked as one of the most influential women in business in Sweden. The Swedbank Robur Management has over the years received a number of awards from analytical companies such as Lipper and Morningstar.

Uli Krämer
CIO, Kepler-Fonds KAG

Uli Krämer is Chief Investment Officer of KEPLER-FONDS KAG, the fourth-biggest investment company in Austria. KEPLER gained attention by winning various awards for overall performance and quality (eg. Scope Awards – Best Asset Manager Overall – Austria, Germany) as well as for various investment strategies in the last few years.

Before being appointed CIO in 2014, Uli has been head of Portfolio Management Fixed Income for 15 years. In this time he was involved in the development of the KEPLER Dynamic Asset Allocation (KDAA) model that is the basis for the tactical allocation of multi-asset strategies.

Due to his interest and profound knowledge in Sustainable Finance, Uli was one of the main persons who initiated the introduction of the first sustainable mutual fund – making KEPLER a pioneer in ESG investing in Austria.

He was and partly is still managing KEPLER Ethik Rentenfonds and various strategies of institutional investors.

In addition to his tasks as a portfolio manager and CIO, Uli is taking on various lecturing and training activities within the company as well as in university classes or external events. He holds a degree in Economics of Johannes-Kepler-University in Linz/Austria.

Enrico Letta
Former Prime Minister in Italy

Enrico Letta is the Dean of the Paris School of International Affairs (PSIA) at Sciences Po in Paris. He was the Prime Minister of Italy from April 2013 to February 2014.

Before he served as Minister for EU Affairs (1998-1999), as Minister for Industry, Commerce and Crafts (January-April 2000, during the second D’Alema Government), as Minister for Industry, Commerce and Crafts and Foreign Trade (2000-2001, during the second Amato Government) and as Undersecretary of State to the Prime Minister of the centre- left government led by Romano Prodi from 2006 to 2008.

Between 2001 and 2015 he was Member of the Italian Parliament, excluding between 2004 and 2006 when he was Member of the European Parliament. He also served as deputy Secretary of the Democratic Party (PD) from 2009 to 2013.

From 1993 to May 2013 he managed an independent think tank, Arel, founded by the late Beniamino Andreatta. He was also Vice Chairman of Aspen Institute Italia, President of the Italy-Spain Dialogue Forum, and a member of the Trilateral Commission.

He was born in Pisa (Tuscany) in 1966 and he spent the first years of his life in Strasbourg. He graduated in International Law at the University of Pisa and obtained a PhD in European Union Law at the School for Advanced Studies “Sant’Anna” of Pisa.

His whole career and thought have been shaped by a strong commitment to Europe.

He is the author of many books on international and economic affairs, with particular reference to EU enlargement, including:

  • Euro sì – Morire per Maastricht (Laterza, 1997);
  • Dialogo intorno all’Europa (with L. Caracciolo, Laterza, 2002);
  • L’allargamento dell’Unione Europea (Il Mulino, 2003);
  • L’Europa a Venticinque (Il Mulino, 2005);
  • In questo momento sta nascendo un bambino (Rizzoli, 2007);
  • Costruire una Cattedrale (Mondadori, 2009);
  • L’Europa è nita? (with L. Caracciolo, ADD Editore 2010);
  • Andare insieme, andare lontano (Mondadori, 2015).
Kishore Mahbubani
Senior Advisor (University & Global Relations) and Professor in the Practice of Policy National University of Singapore

Professor Kishore Mahbubani is Senior Advisor (University & Global Relations) and Professor in the Practice of Public Policy at the National University of Singapore, where he also served as Dean of the Lee Kuan Yew School of Public Policy from 2004 to 2017. Concurrently, Prof Mahbubani serves in the Boards and Councils of institutions around the world, including the Yale President’s Council on International Activities (PCIA), University of Bocconi International Advisory Committee, World Economic Forum – Global Agenda Council on Geo-economics and as Chairman of the Lee Kuan Yew World City Prize Nominating Committee. Before that, he enjoyed a long career with the Singapore Foreign Service from 1971 to 2004. He had postings in Cambodia (where he served during the war in 1973-74), Malaysia, Washington DC and New York, where he served two stints as Singapore’s Ambassador to the UN and as President of the UN Security Council in January 2001 and May 2002. He continues to serve the UN as a member of the team of external advisors to the President of the 72nd session of the United Nations General Assembly H.E. Mr. Miroslav Lajčák. He was Permanent Secretary at the Singapore Foreign Ministry from 1993 to 1998.

Prof Mahbubani has spoken and published globally. He is the author of Can Asians Think?, Beyond The Age Of Innocence, The New Asian Hemisphere, The Great Convergence (which was selected by the Financial Times as one of the best books of 2013) and Can Singapore Survive?, and co-author of The ASEAN Miracle. His latest book, Has the West Lost it? A Provocation will be released in April 2018.  More information on his writings can be found at www.mahbubani.net.

Prof Mahbubani was awarded the President’s Scholarship in 1967. He graduated with a First Class honours degree in Philosophy from the University of Singapore in 1971. From Dalhousie University, Canada, he received a Masters degree in Philosophy in 1976 and an honorary doctorate in 1995. He spent a year as a fellow at the Center for International Affairs at Harvard University from 1991 to 1992. Prof Mahbubani was conferred The Public Administration Medal (Gold) by the Singapore Government in 1998. He was listed as one of the top 100 public intellectuals in the world by Foreign Policy and Prospect magazines in September 2005, and included in the March 2009 Financial Times list of Top 50 individuals who would shape the debate on the future of capitalism. He was selected as one of Foreign Policy’s Top Global Thinkers in 2010 and 2011. In 2011, he was described as “the muse of the Asian century”. Most recently, he was selected by Prospect magazine as one of the top 50 world thinkers for 2014.

Professor Lionel Martellini
Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute

Lionel Martellini s a Professor of Finance at EDHEC Business School and the Director of EDHEC-Risk Institute. He is a former member of the faculty at the Marshall School of Business, University of Southern California, and has also taught at U.C. Berkeley and at Princeton University, where he has been a visiting fellow at the Operations Research and Financial Engineering department.

Professor Martellini holds Master’s degrees in management (ESCP Europe), economics and statistics (ENSAE), pure mathematics (Paris 6 University), probability and stochastic processes (Paris 6 University), as well as a PhD in finance from the Haas School of Business, University of California at Berkeley. Outside of his activities in finance, he recently completed a PhD in Relativistic Astrophysics (University Côte d’Azur) and has become a member of the LIGO/Virgo international collaboration for the observation of gravitational waves.

Professor Martellini is a member of the editorial board of The Journal of Portfolio Management, The Journal of Alternative Investments, and The Journal of Retirement. He conducts active research in a broad range of topics related to investment solutions for individual and institutional investors, equity and fixed-income portfolio construction, risk management and derivatives valuation. His work has been published in leading academic and practitioner journals and has been featured in major European and global dailies such as The Economist, The Financial Times and The Wall Street Journal. He has co-authored reference textbooks on topics related to Alternative Investment Strategies, Fixed-Income Securities, Goal-Based Investing and is preparing a new textbook on Investment Solutions.

Professor Martellini has served as a consultant for large institutional investors, investment banks and asset management firms on a number of questions related to risk and asset allocation decisions, and is a regular speaker in seminars and conferences on these subjects.

Vincent Mortier
Deputy Chief Investment Officer at Amundi

Vincent has been working in the investment industry since 1996 and has been with Amundi since 2015 as Group Deputy CIO, but also Global Head of Multi-Assets until 2017.

Vincent started his career at Société Générale in 1996. He held several senior positions within the Group, rising to the position of Chief Financial Officer of the Global Banking and Investor Solutions (GBIS) division in 2013. He was previously CFO of Société Générale Corporate and Investment Banking (SG CIB), Co- Head of Equity Finance (SG CIB) and Head of Strategy and Development – Global Equities and Derivatives Solutions (SG CIB). He also sat on the SG GBIS Executive Committee.

Vincent holds an MBA from ESCP Europe Business School.

Xavier Musca
Chairman of the Boards of Directors at Amundi, Deputy CEO of Crédit Agricole S.A.

Chairman of the Boards of Directors at Amundi, Deputy CEO of Crédit Agricole S.A. 

After becoming adviser to the head of the Inspection Générale des Finances in 1988, he joined the French Treasury in 1989, and in 1990 became head of the European Affairs Bureau.

In 1993, he joined the cabinet of prime minister Édouard Balladur as technical adviser, before returning to the French Treasury in 1995, successively as head of the Financial Market Bureau and then as Deputy Director for Europe and Monetary and International Affairs in 1996 and head of the Division for the Financing of the Economy as of 2000.

He was appointed Principal Private Secretary to Francis Mer, Minister of the Economy and Finance, from 2002 and 2004. In 2004, he was made Director General of the Treasury and Economic Policy (DGTPE), a newly created body bringing together the French Treasury, the department of external economic relations and the department for forecasts and economic analysis.

He became Deputy Secretary General of the French President’s Office in 2009, in charge of economic affairs, becoming Secretary General in 2011.

He has been a Knight of the National Order of Merit since 2000 and the Legion of Honour since 2008 and is also a Knight of the Order of Agricultural Merit.

Mr Musca is a graduate of the Institut d’Etudes Politiques in Paris (Sciences Po) and the École Nationale d’Administration (Léonard de Vinci class).

Yves Perrier
Chief Executive Officer of Amundi Member of Credit Agricole S.A.’s Executive Committee Head of Asset Management, Insurance and Real estate at Crédit Agricole S.A.

Yves Perrier is Chief Executive Officer of Amundi since its creation in 2010 and a member of the Executive Committee of Crédit Agricole since 2003. He is also Head of the Insurance Asset Management and Real Estate activities for Crédit Agricole Group. As such, along with his position of CEO of Amundi he supervises the Insurance division (Crédit Agricole Insurance) and the Real Estate division (Crédit Agricole Real Estate).

Previously he was Head of Asset Management, Securities and Investor Services at Crédit Agricole SA from September 2007 till August 2015. During that period, he oversaw the creation of Amundi and was also Chairman of the Board of Directors of CACEIS, a leading European fund custodian and administrator.

Previously (2003-2007), he served as Deputy Chief Executive Officer of Calyon (CACIB today) with responsibility for structured finance, brokerage, risk, support functions and international network.

Yves Perrier began his career in audit and consulting (1977-1987). He then joined Société Générale where he held a number of positions between 1987 and 1999, namely Chief Financial Officer (1995-1999), before moving to Crédit Lyonnais as a member of its Executive Committee with responsibility for finance, risk and audit functions (1999-2003).

Yves Perrier is also Honorary Chairman of the AFG (Association Française de Gestion Financière).

Born in 1954, Yves Perrier is a graduate of the ESSEC business school and is a Certified Public Accountant (CPA).

Jansen Phee
Head APAC IPS GMIS Fund Investment Solutions, UBS AG

Jansen is the Head of Fund Investment Solutions APAC, a position held since 2015. In his role, Jansen is responsible for the bank’s funds offering in APAC. He chairs the bank’s APAC Fund Committee and is also a voting member of the Global Fund Committee.

Jansen graduated from the London School of Economics with Honours in Econometrics and Mathematical Economics.

Jansen is a seasoned investment professional with more than 19 years of experience in various investment advisory, discretionary management and research roles. He has held various leadership roles in UBS – he was previously leading both the UBS discretionary fixed income and equity teams and the head of Singapore Domestic Investment Specialist team where he was instrumental in advising and structuring investment solutions for clients. Prior to joining UBS, he was with BNP Paribas WM as the Head of Equities within the Discretionary Portfolio Management team and before that a senior Investment Counselor. Jansen also spent time at Mercer Consulting as an Investment Consultant and at Citigroup Private Bank as an investment Portfolio Counselor.

Stanislas Pottier
Chief Responsible Investment Officer

Chief Responsible Investment Officer and Member of Comex. He oversees the ESG analysis, the commitment and voting policy, and the enhancement of the Group’s ESG offer. Stanislas Pottier reports to Pascal Blanqué, CIO.

Previously Stanislas was Global Head for Sustainable Development at Crédit Agricole S.A. since September 2011 and Member of the Group Management Committee since 2017 after being Special Advisor to Michel Rocard, former Prime Minister and Ambassador of France to International Negotiations on the Arctic and the Antarctic between 2009 and 2011.

Stanislas was before and since 2007 Special Advisor to the French Minister for Economy, Finance, Industry and Employment, Christine Lagarde. He had previously been, since 2006, Chief of Staff to Christine Lagarde, then the Trade Minister, and Deputy Chief of Staff to the Minister for Economy, Finance and Industry, Thierry Breton, after having served as Advisor to the Minister for Economy, Finance and Industry and Deputy Chief of Staff to the Trade Minister between 2005 and 2006.

Before taking on these appointments, Stanislas held several positions in the French Ministry of Finance, Trade and Treasury Department, and as Chairman of the National Export Credit and Guarantee Commission.

Between 1998 and 2000, he was an Economist at the World Bank in Washington DC.

Stanislas started his career in 1994 at the French Ministry of Finance, on the enlargement of the European Union.

Stanislas graduated from the Ecole Nationale d’Administration (ENA) in 1994 and the Ecole Supérieure de Commerce de Paris (ESCP Europe), in Paris in 1989. He also attended a university exchange program with the Indian Institute of Management of Ahmadabad, in India, in 1988.

Stanislas Pottier is also Member of the Livelihoods Carbon Fund and active in several associations. He chairs the BBCA association for the promotion of low-carbon buildings and the NGO FXB France, which has been involved in the fight against extreme poverty for 30 years.

Kenneth Rogoff
Thomas D. Cabot Professor of Public Policy and Professor of Economics at Harvard University & former Chief Economist at the International Monetary Fund

Kenneth Rogoff is Thomas D. Cabot Professor at Harvard University, and former Chief Economist at the International Monetary Fund.   His 2009 book with Carmen Reinhart, This Time is Different:  Eight Centuries of Financial Folly has been widely cited by academics, policymakers and journalists, while its massive data set has been extensively used by researchers worldwide. His influential recent book The Curse of Cashexplores the past, present and future of currency from standardized coins to cryptocurrencies. Rogoff’s monthly syndicated column on global economic issues appears in over 50 countries. He is the among the top ten on RePec’s ranking of economists by citations.

Rogoff is an elected member of the National Academy of Sciences, the American Academy of Arts and Sciences and the Group of Thirty. He is also an international grandmaster of chess.

 

Professor Nouriel Roubini
Professor of Economics at New York University's Stern School of Business

Professor Nouriel Roubini, renowned Economist who predicted the 2007 Global Financial Crisis and Credit Crunch

Nouriel Roubini is Professor of Economics at New York University’s Stern School of Business. He is Chairman of Roubini Macro Associates, a global macroeconomic consultancy firm in New York.

Roubini has extensive policy experience as well as broad academic credentials. He was Co-Founder and Chairman of Roubini Global Economics from 2005-16 – a firm whose website was named one of the best economics web resources by BusinessWeek, Forbes, the Wall Street Journal and the Economist.

From 1998-2000, he served as the Senior Economist for International Affairs on the White House Council of Economic Advisors and then Senior Advisor to the Undersecretary for International Affairs at the U.S. Treasury Department, helping to resolve the Asian and global financial crises, among other issues. The International Monetary Fund, the World Bank and numerous other prominent public and private institutions all draw upon his advisory expertise.

Roubini has published numerous theoretical, empirical and policy papers on international macroeconomic issues and coauthored the books Political Cycles: Theory and Evidence and Bailouts or Bail-ins? Responding to Financial Crises in Emerging Markets and Crisis Economics: A Crash Course in the Future of Finance.

Subjects:

  • Risks in the Global Economy and Financial Markets
  • Globalisation, Trade, Technology: Impact on Jobs and Their Discontents
  • Key Economic Challenges Future Policy
  • Fin-Tech, Blockchain and Crypto Currencies

Books:

  • Crisis Economics: A Crash Course in the Future of Finance
  • Bailouts or Bail-ins? Responding to Financial Crises in Emerging Markets
  • Political Cycles: Theory and Evidence
John St-Hill
Deputy Chief Investment Officer, NEST (National Employment Savings Trust)

John St-Hill, Deputy Chief Investment Officer joined NEST in January 2017; he manages the team that looks after asset allocation and manager selection side of the business.
John’s key responsibility is to make sure that the team has the right tools and training to continue to deliver an outstanding investment solution for NEST members.
John joined NEST from the Pension Protection Fund where he was Senior Portfolio Manager responsible for the fixed income and equity programs. Prior to joining PPF John held various senior roles at SEI Investments including Head of Fixed Income (UK) and Head of Risk Management (UK). John has an MBA from the University of Chicago and holds the CFA and FRM designations.

Joseph E. Stiglitz
University Professor, Columbia University

Joseph E. Stiglitz was born in Gary, Indiana in 1943. A graduate of Amherst College, he received his PhD from MIT in 1967, became a full professor at Yale in 1970, and in 1979 was awarded the John Bates Clark Award, given biennially by the American Economic Association to the economist under 40 who has made the most significant contribution to the field. He has taught at Princeton, Stanford, MIT and was the Drummond Professor and a fellow of All Souls College, Oxford. He is now University Professor at Columbia University in New York, where he is also the founder and Co-President of the university’s Initiative for Policy Dialogue. He is also the Chief Economist of the Roosevelt Institute. In 2001, he was awarded the Nobel Prize in economics for his analyses of markets with asymmetric information, and he was a lead author of the 1995 Report of the Intergovernmental Panel on Climate Change, which shared the 2007 Nobel Peace Prize. In 2011, Time named Stiglitz one of the 100 most influential people in the world.

Stiglitz was a member of the Council of Economic Advisers from 1993-95, during the Clinton administration, and served as CEA chairman from 1995-97. He then became Chief Economist and Senior Vice-President of the World Bank from 1997-2000. In 2008 he was asked by the French President Nicolas Sarkozy to chair the Commission on the Measurement of Economic Performance and Social Progress, which released its final report in September 2009 (published as Mismeasuring Our Lives). He now chairs a High Level Expert Group at the OECD attempting to advance further these ideas. In 2009 he was appointed by the President of the United Nations General Assembly as chair of the Commission of Experts on Reform of the International Financial and Monetary System, which also released its report in September 2009 (published as The Stiglitz Report). Since the crisis, he has played an important role in the creation of the Institute for New Economic Thinking (INET), which seeks to reform the discipline so it is better equipped to find solutions for the great challenges of the 21st century.

Stiglitz serves on numerous boards, including the Acumen Fund and Resources for the Future.

Stiglitz helped create a new branch of economics, « The Economics of Information, » exploring the consequences of information asymmetries and pioneering such pivotal concepts as adverse selection and moral hazard, which have now become standard tools not only of theorists, but also of policy analysts. He has made major contributions to macroeconomics and monetary theory, to development economics and trade theory, to public and corporate finance, to the theories of industrial organization and rural organization, and to the theories of welfare economics and of income and wealth distribution. In the 1980s, he helped revive interest in the economics of R&D.

His work has helped explain the circumstances in which markets do not work well, and how selective government intervention can improve their performance.

In the last fifteen years, he has written a series of highly popular books that have had an enormous influence in shaping global debates. His book Globalization and Its Discontents (2002) has been translated into 35 languages, besides at least two pirated editions, and in the non-pirated editions have sold more than one million copies worldwide. In that book he laid bare the way globalization had been managed, especially by the international financial institutions. In two later sequels, he presented alternatives: Fair Trade for All (2005, with Andrew Charlton) and Making Globalization Work (2006). In The Roaring Nineties (2003), he explained how financial market deregulation and other actions of the 1990s were sowing the seeds of the next crisis. Concurrently, Towards a New Paradigm in Monetary Economics (2003, with Bruce Greenwald) explained the fallacies of current monetary policies, identified the risk of excessive financial interdependence, and highlighted the central role of credit availability. Freefall: America, Free Markets, and the Sinking of the World Economy (2010) traced in more detail the origins of the Great Recession, outlined a set of policies that would lead to robust recovery, and correctly predicted that if these policies were not pursued, it was likely that we would enter an extended period of malaise. The Three Trillion Dollar War: The True Cost of the Iraq Conflict (2008, with Linda Bilmes of Harvard University), helped reshape the debate on those wars by highlighting the enormous costs of those conflicts. His most recent books are The Price of Inequality: How Today’s Divided Society Endangers Our Future, published by W.W. Norton and Penguin/ Allen Lane in 2012; Creating a Learning Society: A New Approach to Growth, Development, and Social Progress, with Bruce Greenwald, published by Columbia University Press in 2014; The Great Divide: Unequal Societies and What We Can Do About Them published by W.W. Norton and Penguin/ Allen Lane in 2015; Rewriting the Rules of the American Economy: An Agenda for Growth and Shared Prosperity published by W.W. Norton in 2015, The Euro: How a Common Currency Threatens the Future of Europe published by W.W. Norton and Penguin/Allen Lane in 2016 and Globalization and Its Discontents Revisited: Anti-Globalization in the Era of Trump published by W.W. Norton and Penguin/Allen Lane in 2017.

Stiglitz’s work has been widely recognized. Among his awards are more than 40 honorary doctorates, including from Cambridge and Oxford Universities. In 2010 he was awarded the prestigious Loeb Prize for this contributions to journalism. Among the prizes awarded to his books have been the European Literary Prize, the Bruno Kreisky Prize for Political Books and the Robert F. Kennedy Book Award. He is a fellow of the National Academy of Sciences, the American Academy of Arts and Sciences, the American Philosophical Society, and the Econometric Society, and a corresponding fellow of the Royal Society and the British Academy.

He has been decorated by several governments, including Colombia, Ecuador, and Korea, and most recently became a member of France’s Legion of Honor (rank of Officier).

Yerlan Syzdykov
Head of Emerging Markets at Amundi

Yerlan has been Deputy Head of Emerging Markets at Amundi since July 2017. Prior to this, he was head of Emerging Markets Bond & High Yield with Pioneer Investments. Before joining Pioneer Investments in 2000, he worked for a number of companies in London and Paris on emerging markets. He started his career as an EM Equity analyst with Renaissance Capital in Moscow.

Yerlan Syzdykov completed a Master’s degree in International Business from the University of South Carolina and holds a degree in Economic Cybernetics from the University of Novosibirsk.

Ken Taubes
CIO of US Investment Management for Amundi and Amundi Pioneer

Ken Taubes is EVP, Chief Investment Officer of U.S. Investment Management for Amundi and Amundi Pioneer.

Prior to joining Amundi Pioneer (previously Pioneer Investments) in 1998, Ken spent seven years with Putnam Investments in Boston, most recently as senior vice president and senior portfolio manager.

Ken also served as Senior Vice President and corporate treasurer of Home Owners Savings Bank in Boston, where he worked from 1986 to 1990. He began his career in 1980 with Bank of New England as a treasury officer in the bank’s international treasury division.

He holds a BS in accounting from Syracuse University’s Utica College (1980) and a MBA from Suffolk University (1985).

Janet L. Yellen
Chair, Board of Governors, Federal Reserve System (2014–2018)

Janet L. Yellen is a Distinguished Fellow in Residence at the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution. She served as Chairman of the Board of Governors of the Federal Reserve System from 2014 through February 2018. Before that, she served as Vice Chair of the Board of Governors and, from 2004 to 2010, as president and chief executive officer of the Federal Reserve Bank of San Francisco.

Dr. Yellen previously served as a member of the Board of Governors of the Federal Reserve System from August 1994 through February 1997, whereupon she was appointed by President Bill Clinton to serve as chair of the Council of Economic Advisers, a post she held until August 1999.

Dr. Yellen has written on a wide variety of macroeconomic issues, specializing in the causes, mechanisms, and implications of unemployment. She began her career as an assistant professor at Harvard University and then served as an economist with the Federal Reserve’s Board of Governors before joining the faculty of the London School of Economics in 1978. In 1980 she joined the faculty of the University of California at Berkeley, where she was named the Eugene E. and Catherine M. Trefethen Professor of Business and Professor of Economics, and where she is currently a professor emeritus.

Dr. Yellen graduated from Brown University in 1967 and received her PhD in economics from Yale University in 1971. She received the Wilbur Cross Medal from Yale in 1997, honorary degrees from Brown, Bard College, the London School of Economics and Political Science, the University of Warwick and Yale. She is a member of the Council on Foreign Relations and the American Academy of Arts and Sciences and has served as president of the Western Economic Association, vice president of the American Economic Association, and a fellow of the Yale Corporation. She is a Distinguished Fellow of the American Economic Association.

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