1. Art and Diseño

agenda
The Amsterdam Investor Forum 2015
Wednesday 11 February 2015
ABN AMRO Headquarters
8.30 am
Registration
9.15 am
Welcome and opening
AIF 2015 Chairman: Mr Marc de Kloe (Head of Alternatives and Funds, ABN AMRO Private Banking)
9.30 am
Global equity opportunities: the long and short of it!
Moderator:
Mr Nicolas Campiche CEO, Pictet Alternative Investments)
Panellists:
Mr Steve Frost (Investment Director European Long/Short, Martin Currie Investment Management)
Mr Guillaume Rambourg (CIO, Verrazano Capital SAS)
Mr Massey Lopes (Partner and Portfolio Manager, Odey Asset Management)
10.15 amSound bites from around the world: stuck for investment ideas? Western economics broken?
Have you looked East?
Moderator:
Mr Nicolai Huls (Director Funds Research, LCF Rothschild)
Panellists:
Mr Paul Heffner (Co-Founder, Managing Partner and CEO, Adamas Asset Management)
Mr Andrew Main (former Managing Partner, Stratton Street Capital)
10.45 am
Coffee and networking break
Agenda | The Amsterdam Investor Forum 2014
11.15 am
Just don’t call me a fund of hedge funds...
Moderator:
Ms Niki Natarajan (Owner and Founder, In Ink)
Panellists:
Dr Werner Goricki (CIO, Prime Capital)
Mr Michiel Meeuwissen (Senior Portfolio Manager, Kempen Capital Management)
Mr Robert Howie (Principal, Alternatives Boutique, Mercer Investments)
Mr Jean-Marc Stenger (Chief Investment Officer Alternative investments, Lyxor Asset Management)
12.00 am
The AIF Factor
12.45 am
Lunch and networking break
1.45 pm Commodities: should we care about the weather, the price of bread,
what everyone is paying, or is all that glitters gold?
Moderator:
Mr Akshay Krishnan (Head of Macro Strategies, Stenham Advisors)
Panellists:
Mr Steve Brosnan (Commercial Director and Head of Risk, Cumulus Energy Fund)
Mr Scott Kerson (Partner and Head of Commodities Man GLG)
Mr Nabil Abdul-Massih (CEO and Managing Director, Inoks Capital)
Ms Catherine Raw (Managing Director and Portfolio Manager, BlackRock Natural Resources)
2.30 pmTrading strategies in fixed income: when traditional fixed income is no longer an option,
evaluating the current opportunity set for investors.
Moderator:
Mr. Sam Diedrich (Director, PAAMCO)
Panellists:
Mr Eric Peters (CEO and CIO, Peters Capital Group)
Mr Basil Williams (Co-CIO, Mariner Investment Group)
Mr Borut Miklavcic (Founder, Managing Partner and CIO, LindenGrove Capital)
3.15 pm Coffee and networking
Agenda | The Amsterdam Investor Forum 2014
3.45 pmSound bites from around the world: the AIF 2014 winner returns…one year later, where are they now?
Mr Khing Oei (Managing Partner, Eyck Capital Management)
4.15 pm
Getting the micro on macro
Moderator:
Mr Kevin Gundle (CEO, Aurum Fund Management)
Panellists:
Mr Mr Stephen Rosen (CIO, Omni Partners)
Mr Mr George Papamarkakis (Co-Founder and CIO, North Asset Management)
Mr Jeff Brummette (Founding Partner & Chief Investment Officer, OneWall Advisors UK LLP)
5.00 pmThe investment idea no one is talking about
Moderator:
Mr Andy Fisch (CIO Hedge Fund Group of Funds Group, SSARIS Advisors) interviews
– Special guest speaker
5.45 pm
Closing drinks and reception
ABN AMRO Headquarters
Auditorium, Gustav Mahlerlaan 10, 1082 PP Amsterdam
the Netherlands
For registration, please visit:
http://www.aif.events.abnamro.nl/