Programme

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9:30 am – 9:40 am
 
 
INTRODUCTORY REMARKS – Valérie Baudson, CEO of Amundi
Valérie Baudson
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9:40 am – 10:20 am
 
 
EXAMINING REGIME SHIFT THROUGH THE LENS OF HISTORY

As geopolitical fractures widen, the global economy is struggling to overcome the pandemic and inflation is rising to historic levels,making critical energy transition even harder. Are investors prepared to face a new landscape?

KEYNOTE SPEECH – Niall Ferguson, Historian and Senior Fellow, Stanford University
Niall Ferguson
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Consequences for Investors – Amundi CIOs’ analysis
Vincent Mortier
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Monica Defend
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10:20 am – 11:00 am
 
 
EUROPE

Recent events have revived talk of European integration and strategic autonomy. But is the path to a more perfect union wide enough?

EUROPEAN INTEGRATION & EUROPEAN AUTONOMY
Christoph Heusgen
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Kurt Sievers
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Consequences for Investors – Amundi CIOs’ analysis
Kasper Elmgreen
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Francesco Sandrini
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11:00 am – 11:30 am
 
 
COFFEE BREAK
11:30 am – 12:30 pm
 
 
EMERGING MARKETS

Emerging markets today are each experiencing geopolitical events, deglobalisation and energy transition differently: are there still common threads?

EMERGING MARKETS: ECONOMIC AND GEOPOLITICAL FRAGMENTATION
Tina Fordham
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Otaviano Canuto
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CHINA: POLICY, ECONOMY, CURRENCY AND COMMON PROSPERITY
Prof. Steve Tsang
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Justin Yifu Lin
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Consequences for Investors – Amundi CIOs’ analysis
Yerlan Syzdykov
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Xiaofeng Zhong
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12:30 pm – 2:30 pm
 
 
LUNCH
2:30 pm – 5:00 pm
 
 
BREAKOUT SESSIONS

Join us for intensive smaller meetings to get a heads-up on key issues, diving deep into the implications of current events and policymaking for investors.

1 – THE ESG OF OIL & GAS
An investor take on climate transition challenges for fossil energy producers.

2 – BIODIVERSITY
Will global ambitions to prioritise biodiversity yield concrete steps for finance?

3 – UN SUSTAINABLE DEVELOPMENT GOALS
What role for the SDGs today? An investor perspective on paving the way to a better world.

4 – CRYPTO CURRENCIES AND DIGITAL ASSETS
Blockchain is moving from fringe to mainstream: will it become a pillar of the financial industry?

5 – INFLATION AND PORTFOLIO CONSTRUCTION
Beating the inflationary heat with thoughtful portfolio construction.

6 – RISING RATES & GREEN WAVES IN FIXED INCOME
Fixed-income is ripe for greening, while interest rates are on the rise: an investor guide.

7:30 pm – 11:30 pm
 
 
DINNER COCKTAIL AND GALA EVENING – PETIT PALAIS
9:00 am – 9:30 am
 
 
GLOBAL ECONOMIC POLICIES: DIVERGENGE OR DECOUPLING?

War in Ukraine has accelerated calls for decoupling launched by the Covid crisis, but also fuels divergent macro realities for the US, EU and China.

BUDGET AND FISCAL POLICY TOGETHER WITH MONETARY POLICY IN THE FACE OF INFLATION AND WAR: WHAT ROOM TO MANOEUVRE?
Olivier Blanchard
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Pascal Blanqué
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9:30 am – 10:30 am
 
 
ENERGY TRANSITION

Net zero is critical but will not come easily: how can markets & policy drive the transition while meeting the needs of individuals?

NET ZERO CONSEQUENCES: ECONOMIC AND FINANCIAL IMPACTS
Sylvie Goulard
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Mary Burce Warlick
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WHAT IS NET ZERO? VIEW FROM COMPANY EXECUTIVES
Alberto De Paoli
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Luiz Fernando do Amaral
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Rolf Buch
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Jean-Jacques Barbéris
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Consequences for Investors – Amundi CIOs’ analysis
Matteo Germano
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Elodie Laugel
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Amaury d’Orsay
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10:30 am – 11:00 am
 
 
COFFEE BREAK
11:00 am – 12:00 pm
 
 
FINANCE 3.0

How can finance step up to bring financial literacy and market accessibility to the legions of investors that digitalisation creates?

RETAIL INVESTORS’ DECISION-MAKING PROCESS – Daniel Kahneman, 2002 Nobel Prize in Economics
Prof. Daniel Kahneman
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THE RISE OF INDIVIDUAL INVESTORS: DIGITALISATION AND DISINTERMEDIATION
Prof. Annamaria Lusardi
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Dinesh Kumar Khara
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Consequences for Investors – Amundi CIOs’ analysis
John O’Toole
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Fannie Wurtz
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12:00 pm – 12:40 pm
 
 
REMARKS BY SECRETARY HILLARY CLINTON, former US Secretary of State
Hillary Rodham Clinton
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Valérie Baudson
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12:40 pm – 1:00 pm
 
 
CONCLUDING REMARKS – Yves Perrier, Chairman of Amundi
Yves Perrier
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1:00 pm – 3:00 pm
 
 
CLOSING LUNCH
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