The global shake-up
Where will the pieces fall?
June 22 & 23, 2023
Paris, Carrousel du Louvre
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Discover our speakers and the event agenda
2023 edition
THE GLOBAL SHAKE-UP
Where will the pieces fall?
After a turbulent few years, global economies have seen old patterns shatter. As new dynamics take shape, what actions can investors take now will have the most impact on the future? This year’s Amundi World Investment Forum examines the puzzle, tries to filter out the noise and assesses how policymakers, financial services and investors can rise to meet the challenges ahead.
- 11:45am - 1:15pm | WELCOME LUNCH
- 1:30pm - 3:45pm | PLENARY SESSION
INTRODUCTORY REMARKS
Valérie Baudson, Chief Executive Officer, Amundi
WHERE WILL THE PIECES FALL?
After years of flatlining, inflation is again a preoccupation
shared by populations, politicians, and finance… How can we
combat it while addressing climate change and social issues?
Can Europe play a leading role in this while it also deals with
fallout from war in Ukraine?
Dr. Mario Draghi, Former Prime Minister of Italy,
Former President of the ECB
THE IMPACT OF NEW WORLD ORDER ON WESTERN DEMOCRACIES
Has the Ukraine crisis ushered in a new era of armed conflict? What implications do politicised cooperation and ultra-fragmented supply chains carry for global trade relationships?
Professor Helen Thompson, Professor of Political Economy,
Cambridge University
General Jean-Paul Paloméros, Former NATO Supreme Allied
Commander for Transformation
Former Chief of Staff of the French Air Force
Consequences for Investors with Amundi CIO’s analysis:
Amaury d’Orsay, Head of Fixed Income
Francesco Sandrini, Head of Multi-Asset Strategies
THE ASIAN GIANTS
Two global economic superpowers, two models for growth
and government. What does the future hold for China and
India, both at home and on the international stage?
- India: Buy India, buy the future.
Dinesh Kumar Khara, Chairman of State Bank of India - China: Creating a new growth model, world influence and the future of the Belt and Road Initiative. James A. Fok, Former senior executive, Hong Kong Exchanges and Clearing
Dr. Yu Jie, Senior Research Fellow on China, Chatham House
Consequences for Investors with Amundi CIO’s analysis:
Monica Defend, Head of the Amundi Institute
Vincent Mortier, Chief Investment Officer
- 3:45pm - 4:15pm | COFFEE BREAK
- 4:15pm - 5:45pm | BREAKOUT SESSIONS
4:15pm - 5:00pm | SESSION 1
■ New economic cycle: Challenges to Globalisation, moving to a different inflation regime and choices facing central banks.
Mahmood Pradhan, Head of Global Macro Economics, Amundi Institute
Kenneth J. Taubes, Executive Vice President, Chief Investment Officer
Amundi US
Moderated by Annalisa Usardi, Senior Economist, Amundi Institute
■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?
Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
■ Responsible investment & regulation: Implementing sustainable regulation
and
avoiding
greenwashing: navigating ESG
perils.
Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Véronique Menou, Global Head of ESG Regulatory Solutions, MSCI
■ Stock Analysis: Assessing stocks through a new lens: re-inshoring, strategic autonomy, energy dependence, wage dynamics.
Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
5:00pm - 5:45pm | SESSION 2
■ Net zero: Portfolio allocation and construction in the era of the Great Transition
Francesco Sandrini, Head of Multi-Asset Strategies, Amundi
Monica Defend, Head of the Amundi Institute
Tegwen Le Berthe, Head of ESG Scoring & Methodology, Amundi
■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock
Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute
■ Responsible investment & regulation: Implementing sustainable regulation and avoiding greenwashing: navigating ESG perils.
Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
■ Stock Analysis: Assessing stocks through a new lens: re-inshoring, strategic autonomy, energy dependence, wage dynamics.
Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Véronique Menou, Global Head of ESG Regulatory Solutions, MSCI
- 7:30pm - 12:00am | GALA DINNER
- 8:30am - 9:00am | WELCOME COFFEE
- 9:00am - 9:30am | PLENARY SESSION
ANOTHER CYCLE, SAME STORY?
Following a radical reset of the global economic environment we must ask which trends are structural and systemic and which reflect a new economic cycle that may prove very different from the last. Are long-term tendencies emerging, and can monetary policy be wielded effectively to ensure resilience?
Professor Douglas W. Diamond, 2022 Nobel Memorial Prize in Economic Sciences, Merton H. Miller Distinguished Service Professor of Finance, University of Chicago Booth School of Business
- 9:30am - 11:00am | BREAKOUT SESSIONS
9:30am - 10:15am | SESSION 1
■ Emerging market: What are the new roles and rules of emerging markets in a fragmented world?
Roundtable with Alessia Berardi, Head of Emerging Macro &
Strategy Research, Amundi Institute
Yerlan Syzdykov, Global Head
of Emerging Markets, Amundi
John O’Toole, Head of Multi-Asset
Investment Solutions, Amundi
■ Responsible investment & regulation: Implementing sustainable regulation and avoiding greenwashing: navigating ESG perils.
Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Jérome Reboul, Managing Director of the Regulatory Policy
and International Affairs Directorate, AMF
■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock
Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute
■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?
Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
10:15am - 11:00am | SESSION 2
■ Geopolitics: Alliance and autonomy in today’s international security landscape.
Anna Rosenberg, Head of Geopolitics, Amundi Institute
Interviewed by Swaha Pattanaik, Head of Publishing and Digital
Strategy, Amundi Institute
■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?
Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock.
Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute
■ Stock Analysis: Assessing stocks through a new lens: re-inshoring, strategic autonomy, energy dependence, wage dynamics.
Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
- 11:00am - 11:30am | COFFEE BREAK
- 11:30am - 1:00pm | PLENARY SESSION
ENERGY TRANSITION: WHERE ARE WE NOW?
Transition to Net Zero is critical for all, but progress as well as
needs vary widely across developed and emerging markets,
with some regions seeing vocal pushback against ESG. Have
recent events helped or hindered the transition to a more just
and sustainable world?
Dr. Thomas Toepfer, Chief Financial Officer, Covestro AG
Consequences for Investors with Amundi CIO’s analysis:
Jean-Jacques Barbéris, Head of the Institutional and Corporate
Clients Division and ESG
Yerlan Syzdykov, Global Head of Emerging Markets
THE ROLE OF TECHNOLOGY IN INDIVIDUAL SAVINGS
Technology, a game changer, or an enabler of ‘financialisation’?
Is digital technology transforming politics and society as fast
as it seems, and what role will it play for investors?
Dr. Ayesha Khanna, Co-Founder and CEO of ADDO
Conan French, Senior Advisor, Digital Finance, IIF
Consequences for Investors with Amundi CIO’s analysis:
Matteo Germano, Deputy Chief Investment Officer
John O’Toole, Global Head of Multi-Asset Solutions
Fannie Wurtz, Head of the Distribution and Wealth Division,
Passive and Alternative business lines
- 1:00pm - 2:30pm | CLOSING COCKTAIL LUNCH
Among our prestigious speakers
Speakers from previous editions
IMF Chief Economist (2001-03)

Nobel Prize - Economics (2001)

Chair of the FED (2006-14)

Nobel Prize – Economics (2008)

U.S. Secretary of the Treasury (1999-2001) and Director of the National Economic Council (2009-2010)

Chair - State Bank of India (2013-17)

EU High Rep. for Foreign Affairs & Security Policy (2009-14)

Chair of the FED (2014-18)

Prime Minister of Italy (2013-14)

U.S. Secretary of State (2013-17)

Nobel Prize - Economics (2018)

Senior VP & Chief Economist - World Bank Group

Nobel Prize - Economics (2019)

Professor in the Economics of Innovation & Public Value - University College London

Chair – Bank of England

Professor of economics and public policy at Stony Brook University

Nobel Prize - Economics (2013)

Professor of Economics & Accountancy - G. Washington University

Chairman of the Munich Security Conference

Nobel Prize - Economics (2002)

U.S. Secretary of State (2009-13)

Dean of Institute of New Structural Economics - Peking University

Milbank Family Senior Fellow at the Hoover Institution, Stanford University

Professor of Economics emeritus - MIT & Senior Fellow at the Peterson Institute for International Economics

About the Amundi World Investment Forum


Established in Amundi’s calendar since its founding more than a decade ago, the Amundi World Investment Forum
has become one of the leading events in asset management, sharing insights, expertise and thought-leadership
with our clients from around the world. The event brings together investors across all spheres to discuss the
new frontiers of our industry. Over the last twelve editions, the Amundi World Investment Forum has been
recognized for its high-quality discussions and distinguished speakers, addressing global challenges and
confirming Amundi’s commitment to sustainable finance.
Valérie Baudson
Chief Executive Officer, Amundi
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