Program at a glance

12:00 pm - 12:15 pm
 
 
 Introductory Remarks
Valérie Baudson
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Keynote Speech

Valérie Baudson (Chief Executive Officer, Amundi)

12:15 pm - 1:20 pm
 
 
GEOPOLITICS - Is a new equilibrium swinging into place?
José Manuel Barroso
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Dr. Mark T. Esper
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Clément Beaune
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Alessia Berardi
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Kasper Elmgreen
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Vincent Mortier
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Keynote Speech – Post pandemic perspectives: a global view 

José Manuel Barroso (Former President of the European Commission)

 

Roundtable – China and US competition 

Keyu Jin (Professor of Economics, London School of Economics)

Dr. Mark T. Esper (McCain Institute, Former United States Secretary of Defense)

 

Interview – Europe’s ambitions and challenges

Clément Beaune (French Secretary of State for European affairs)

 

Consequences for Investors by Amundi CIOs: 

Alessia Berardi (Head of EM Macro and Strategy Research, Amundi)

Kasper Elmgreen (Head of Equities, Amundi)

Vincent Mortier (Deputy CIO, Amundi)

 

1:20 pm - 2:00 pm
 
 
 MACROECONOMICS - Massive spending: new rules?
Carmen M. Reinhart
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Stephanie Kelton
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Monica Defend
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Ken Taubes
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Ola Rosling
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Roundtable – The consequences of unconventional fiscal and monetary policies

Carmen Reinhart (Vice President and Chief Economist of the World Bank Group)

Stephanie Kelton (Professor of Economics and Public policy, SUNY Stony Brook University)

 

Consequences for Investors by Amundi CIOs:

Monica Defend, Chief Strategist (Global Head of Group Research and Macro Strategy, Amundi)

Ken Taubes, Executive Vice President (Chief Investment Officer US, Portfolio Manager, Amundi)

 

Keynote Speech – You’re probably wrong about your worldview

Ola Rosling, President & Co-Founder of Gapminder Foundation

2:00 pm - 2:30 pm
 
 
MARKET NARRATIVES - From storyline to bottom line
Robert J. Shiller
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Pascal Blanqué
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Conversation with Robert Shiller: Genesis and influence of market narratives

Robert Shiller (Distinguished Professor of Economics, Yale University, Nobel Prize Laureate)

Pascal Blanqué (Group CIO, Amundi)

12:00 pm - 12:45 pm
 
 
INEQUALITIES - Tackling inequalities in the Covid era
Esther Duflo
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Ulrik Vestergaard Knudsen
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Jean-Jacques Barbéris
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Vafa Ahmadi
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Isabelle Vic-Philippe
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Keynote Speech – Covid-19 and inequalities: a test of international solidarity ?

Esther Duflo (Massachusetts Institute of Technology, Nobel Prize Laureate)

Interview – Institutions addressing social risk

Ulrik Vestergaard Knudsen (Deputy General Secretary, OECD)
Jean-Jacques Barbéris (Head of Institutional clients and Corporate coverage, Supervision of ESG Business line, Amundi)

 

Consequences for Investors by Amundi CIOs:

Vafa Ahmadi (Head of Global Thematic Equities, Amundi)

Isabelle Vic-Philippe (Head of Euro-Aggregate, Amundi)

12:45 pm - 1:30 pm
 
 
CLIMATE - Climate change: high pressure front
Mark Carney
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Elodie Laugel
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Jean-Jacques Barbéris
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Mariana Mazzucato
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Eddie Yue
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Yerlan Syzdykov
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Fannie Wurtz
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Keynote Speech – COP26: a Make-or-Break moment

Mark Carney (UN Special Envoy for Climate Action and Finance)

 

Amundi & Climate

Elodie Laugel (Chief Responsible Investment Officer, Head of Institutional Business development support, Amundi)

Jean-Jacques Barbéris (Head of Institutional clients and Corporate coverage, Supervision of ESG Business line, Amundi)

 

Roundtable – Getting just transition just right

Mariana Mazzucato (Professor in the Economics of Innovation and Public Value, University College of London)

Eddie Yue (Chief Executive Officer, HKMA)

 

Consequences for Investors by Amundi CIOs:

Yerlan Syzdykov (Global Head of Emerging Markets, Amundi)

Fannie Wurtz (Head of Distribution & Wealth Division & Head of Amundi ETF, Indexing & Smart Beta, Amundi)

1:30 pm - 2:15 pm
 
 
DEMOCRATISATION OF FINANCE - Technology and the democratisation of finance
Kunal Kapoor
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Terrance Odean
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Matteo Germano
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Vincent Mortier
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Interview – The evolving landscape of global savings

Kunal Kapoor (Chief Executive Officer- Morningstar)

 

Roundtable – What’s driving the democratisation of investment?

Yu Sun (Chief Executive Officer, BOC HK)
Terrance Odean (Rudd Family Foundation, Professor of Finance at the Haas School of Business, the University of California, Berkeley)

 

Consequences for Investors by Amundi CIOs:

Matteo Germano (Global Head of Multi-Asset, Amundi)

Vincent Mortier (Deputy CIO, Amundi)

2:15 pm - 2:25 pm
 
 
FAREWELL - Closing Remarks
Yves Perrier
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Keynote Speech

Yves Perrier (Chairman, Amundi)

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