Kapitalmarkt Kolloquium

June 27, 2023

The search for sustainable opportunities for
financial growth in the midst of the economy, politics and social uncertainties – shedding perspective on the past and present

The 7th Capital Markets Colloquium provides a platform for a practical comparison of the main events of the past that have had a negative impact on financial markets and the market maneuvers that should lead to stability and sustainable growth. As the economy has hit the skids in recent years, the focus has been on finding defensive solutions to deal with the uncertain financial climate. With an eye on the changing investment landscape and the search for meaningful opportunities for sustainable growth, the Capital Markets Colloquium welcomes speakers to share their understanding and path forward.

Goethe University in Frankfurt provides an elegant setting for academic and pragmatic discourse. Experienced professionals from across the asset management industry value chain will participate in presentations and panel discussions. With a high-caliber guest list bringing together leading decision-makers in the industry, the event offers a perfect blend of knowledge sharing and attractive networking opportunities.

Join us at the event!
Goethe University

Casino building
Nina Rubinstein Way 1
60323 Frankfurt am Main

June 27, 2023
17:00 - 21:30
Tickets

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Agenda

17:00 - 17:25
Arrival of guestsReception and Coffee
17:25 - 17:30
Welcome & Keynote
Dr. Alexis Eisenhofer

Director, financial.com

17:30 - 17:45
Keynote
The New Un-Normal
Dr. Thomas Mayer

Founding Director, Flossbach von Storch

17:45 - 18:30
Does ESG Make Economic Sense?
Andrew Parry

Chief Investment Officer, J O Hambro Capital Management

18:30 - 18:50
Short break and Networking
18:50 - 19:35
Asset Management in the 21st Century is Risk Management: Investing in Technological Megatrends and Managing Risks
Kay-Peter Tönnes

Managing Director, Antecedo Asset Management

19:35 - 20:20
Panel discussion
Mod. Dr. Alexis Eisenhofer

Dr. Tilo Dresig
Dr. Carl-Heinrich Kehr
Andrew Parry
Günter Wanner

Closing speech
Dr. Alexis Eisenhofer

Director, financial.com

20:20 - 21:30
Networking and Dinner

Speakers

Dr. Thomas Mayer

Thomas Mayer is the founding director of the Flossbach von Storch Research Institute based in Cologne. Previously, he was Chief Economist of Deutsche Bank Group and Head of Deutsche Bank Research. Prior to that, he held various positions at Goldman Sachs, Salomon Brothers and-before moving into the private sector-at the International Monetary Fund in Washington and the Kiel Institute for the World Economy. Thomas Mayer received his PhD from the Christian-Albrechts-University of Kiel and holds (since 2003) the CFA Charter of the CFA Institute. He has been an honorary professor at Witten-Herdecke University since 2015. His most recent book publications are “Surveying the Unknown” (2021), “The Specter of Inflation” (2022) and “Russia’s Work and Germany’s Contribution (2023).

Andrew Parry

Andrew is the Head of Investments at J O Hambro Capital Management and Regnan. He is responsible for the oversight of the investment functions within these businesses, he also sits on the executive committee. Andrew is a highly respected investment expert with over 30 years’ experience. He has held senior roles at a number of leading asset management companies including Lazard, Barings and Hermes and was most recently, prior to joining J O Hambro, the Head of Sustainable Investment at Newton Investment Management. He is a member of a number of investment bodies, he sits on the CFA UK Society Committee on Diversity and Inclusion and is a Trustee Director of the Trafalgar House Pension Trust. He was a former co-chair of the UNEP FI Positive Impact Initiative and an active contributor to the Impact Management Project.

Kay-Peter Tönnes

Kay-Peter Tönnes founded Antecedo in 2006 and is Managing Director with divisional responsibility for product development and portfolio management. From 2003 to 2006, he was co-founder responsible for the absolute return and hedge funds of Lupus alpha Alternative Solutions. Prior to that, he developed and managed derivatives-based absolute return funds for Metzler Investment as a senior portfolio manager from 1998 to 2003. He began his professional career after studying business administration in 1992 as a portfolio manager at Basler Versicherungen.

Dr. Tilo Dresig

Dr. Tilo Dresig has been CEO of the Viridium Group since August 2021 and also heads the Investment, Internal Audit, Communications and Legal departments. Previously, he was responsible for Accounting & Controlling, Investments, Actuarial, Tax, Purchasing, Treasury and M&A as CFO since joining Viridium Group in 2018.

He began his career as an assistant to the Board of Management for Finance at the Allianz Group and subsequently spent more than 16 years in senior positions in the investment banking division of Goldman Sachs in London and Frankfurt. As CFO of Viridium, Tilo Dresig managed in particular the financial integration of Generali Lebensversicherung (now Proxalto) and aligned the financial and investment activities with the requirements of Viridium as one of the largest life insurance groups in Germany.

Dr. Dresig holds a doctorate in economics (Dr. rer. pol.) from EBS (Oestrich-Winkel) and previously studied business administration at LMU (Munich).

Dr. Carl-Heinrich Kehr

At Jones Lang LaSalle, Dr. Kehr is responsible for the Capital
Markets and serves investors in Germany, Austria, Switzerland, Austria, Switzerland
and the Netherlands. Prior to JLL, he worked, among others, for a pension fund, at
an investment consultant, at a pioneer in active currency management,
at the market leader for investment analytics for asset managers as well as in the
Bank consulting activities. He completed his doctorate with an empirical thesis on
completed the price discovery process on the German stock market. He has numerous
Lectured and published articles, including co-authoring in the Journal of
Financial Economics.

Günter Wanner

Günter Wanner has been Managing Director of Antecedo since 2018 with divisional responsibility for Client Management and Public Relations. From 2004 to 2018, he supported institutional investors in the advancement of financial governance as a senior consultant to FinRisk Management. After studying business administration at the LMU, he began his professional career in 1998 as a portfolio manager at Basler Versicherungen, where he took over as divisional manager for investments in 2001.

Sponsors

J O Hambro Capital Management
Antecedo Asset Management