11:20am - 1:10pm

Transfer from Brussels Eurostar

1:10pm - 1:30pm

Transfer from Maastricht train station

1:30pm - 1:50pm

Registration and light lunch

1:50pm - 2:00pm

Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
 

Karin van Baardwijk

Chief executive, Robeco (The Netherlands)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
2:40pm - 3:40pm
This session examines the economic, political and social forces at play in Europe and its likely fate as it deals with the consequences of an unprecedented crisis on its doorstep.

Ivan Krastev

Chair, Centre for Liberal Strategies, European Council on Foreign Relations; permanent fellow at the Institute for Human Sciences ; author of acclaimed book, “After Europe” (The Netherlands)
speaker
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
3:40pm - 4:10pm

Break

The outlook for the euro area activity and inflation has become very uncertain and depends crucially on how the war in Ukraine unfolds. This session examines the broader macro economic environment for Europe and the expected monetary and fiscal responses.

Includes roundtable discussion

Clemens Kool

Professor of Macroeconomics and International Monetary Economics, Maastricht University; chair of the academic board, Studio Europa Maastricht (The Netherlands)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
Investor response: The changing macro environment

Harold Clijsen

Chief executive, PGB (The Netherlands)
speaker

Craig Mitchell

Chief economist, NEST (United Kingdom)
speaker
Digital

Edouard Senechal

Senior portfolio manager, SWIB (United States)
digital
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
As investors aspire to expand from shareholder value-driven leadership to broader stakeholder-driven values, new leadership skills are required. What can investors learn from other industries to encompass broader societal and environmental priorities alongside innovative, dynamic team cultures, rather than just focusing on the bottom line.

Rachel Pownall

Chair, finance department; Professor of Finance, School of Business and Economics; founding director of the executive master in cultural leadership, Maastricht University (The Netherlands)
speaker
Chair

Rob Bauer

Professor of Finance, Institutional Investors chair; director of the European Center for Sustainable Finance; Maastricht University (The Netherlands)
chair
6:00pm - 6:30pm

Transport to Chateau St. Gerlach

6:30pm - 8:00pm

Welcome function - Chateau St. Gerlach

8:30am - 9:00am

Registration and coffee

9:00am - 9:05am

Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
Investors face a radically different world than the past 40 years. MP3 policies produced massive injections of money and credit into economies, leading to high nominal growth, self-reinforcing inflation, and a tightening of monetary policy which is just beginning. In the face of the strongest inflationary surge in a long time, markets are discounting that one of the smallest tightening cycles on record will be enough to normalise inflation without causing a recession. This is unlikely. The underlying drivers of today’s dynamics means that investments that have proved diversifying over the last 40 years will not be as helpful today, and creates the need to rethink what will provide diversification. This session will explore how asset owners can think about the risks ahead and the challenge of finding assets and strategies that are complementary to a typical portfolio.

Rebecca Patterson

Chief investment strategist, Bridgewater (United States)
speaker
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
Investors share the experiences of the past two years, the risks and opportunities they have been exploring, how they are tackling macro economic risks such as inflation, climate and geopolitics, and how they are positioning for the portfolio of the future.

Mirko Cardinale

Head of investment strategy, USS (United Kingdom)
speaker

Onno Steenbeek

Managing director, strategic portfolio advice, APG (The Netherlands)
speaker

Rossitsa Stoyanova

Chief investment officer, IMCO (Canada)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
10:40am - 11:10am

Break

This session will examine the unfolding war in the Ukraine including Putin’s ambitions and the reaction of the west, and what the inevitable future might be. It examines what China is learning from Russia’s experience, and the potential geopolitical friction that may unfold.

Stephen Kotkin

Senior Fellow at the Hoover Institution and at the Freeman Spogli Institute, Stanford University; and Birkelund Professor Emeritus at Princeton University (United States)
speaker
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
12:10pm - 12:50pm
This session will look at how energy security and climate action be advanced in Europe including diversification of oil and gas imports, investing in critical energy infrastructure and accelerating decarbonization.

Jeroen van der Veer

Chair, Phillips; former chief executive, Royal Dutch Shell (The Netherlands)
speaker
Chair

Stephen Kotkin

Senior Fellow at the Hoover Institution and at the Freeman Spogli Institute, Stanford University; and Birkelund Professor Emeritus at Princeton University (United States)
chair
12:50pm - 1:50pm

Lunch

A review of the active management of the largest sovereign wealth fund in the world, Norway’s Government Pension Fund Global, found it resembles an index fund and is not making the most of its tracking error boundaries. This session examines the role of active management in large asset allocators and how to manage competing priorities.

Rob Bauer

Professor of Finance, Institutional Investors chair; director of the European Center for Sustainable Finance; Maastricht University (The Netherlands)
speaker

Peter Kolthof

Chief investment officer, PGB (The Netherlands)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
This session looks at the application of portable beta, and factor styles as portfolio construction instruments. New research shows that a risk reducing overlay can support long horizon, total portfolio management objectives and enhance risk adjusted returns.

Zhenping Wang

Macro analyst, State of Wisconsin Investment Board (SWIB) (United States)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
3:20pm - 3:50pm

Break

This broad ranging discussion, with one of the biggest and most sophisticated investors in The Netherlands looks at their resilience in the market environment and how they are positioning as future investment organisations.

Geraldine Leegwater

Chief investment officer, PGGM (The Netherlands)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
There is more risk in capital markets today than at any stage in history as investors seek to maintain the level of returns they have become accustomed to. Within that context, has the investment industry focused too much on simply gaining exposure to financial assets, rather than taking responsibility for those assets as an engaged owner? This session challenges the current thinking and discusses how responsible investing should be at the core of investment decision making as the industry moves from a shareholder to stakeholder mindset.

Carol Geremia

President, MFS (United States)
speaker
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
5:15pm - 6:30pm

Delegate free time

6:30pm - 7:00pm

Transport to conference dinner

Special guest speaker on the Maastricht treaty

Dr Bart Stol

Project manager European heritage and The Maastricht Treaty, Studio Europa Maastricht (the Netherlands)
speaker
10:00pm - 10:30pm

Transport to Chateau St. Gerlach

8:30am - 9:00am

Registration and coffee

9:00am - 9:10am

Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
This session invites investors to examine the role investors can play in the climate transition including the role of the private sector in meeting the EU’s sustainability objectives.

Matt Patsky

Chief executive, Trillium
speaker

Curtis Ravenel

Senior advisor to former Bank of England Governor Mark Carney; founding member of the secretariat for the Financial Stability Board’s Task Force on Climate-related Financial Disclosures (United States)
speaker
Digital

Alain Deckers

Head of unit, asset management, directorate general for financial stability and capital markets union, European Union (Belgium)
digital
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
10:00am - 10:50am
What does it really mean to implement a net zero strategy? As more and more investors make pledges for net zero they are tasked with setting a strategy to achieve these goals. This session looks at the challenges of implementation including the investments and products needed to meet the challenge.

Kiran Aziz

Head of responsible investment, KLP (Norway)
speaker

Hartwig Liersch

Chief investment officer, Metal and Engineering Industry Pension Fund (PMT) (The Netherlands)
speaker

David Zahn

Head of sustainable investment and Europe, fixed income, Franklin Templeton Investments (United Kingdom)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
10:50am - 11:15am

Break

GRESB, the benchmark that measures the sustainability performance of real estate portfolios, was launched out of Maastricht University in 2009 and has become influential in changing the sector’s performance and environmental impact. This session examines the role of benchmarking and how other asset classes can benefit.

Piet Eichholtz

Department chair and Professor of Real Estate Finance, School of Business and Economics, Maastricht University; co-founder, GRESB (The Netherlands)
speaker

Kristian Fok

Chief investment officer, Cbus (Australia)
speaker
Chair

Colin Tate

Chair, Conexus Financial (Australia)
chair
A case study of sustainability integration looking at the strategy, allocations and obstacles of prioritising sustainability issues alongside risk and return.

Niklas Ekvall

Chief executive, AP4 (Sweden)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
The sustainable development investment (SDI) Asset Owner Investor Platform launched by Dutch funds APG and PGGM is an AI-driven technology sifts through reams of structured and unstructured data to gauge the extent to which companies’ products and activities meet the UN’s Sustainable Development Goals. This session examines the role of AI in investment programs and the usefulness of the SDGs as a roadmap for investing.

Claudia Kruse

Managing director, global sustainability and governance, APG (The Netherlands)
speaker
Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)
chair
1:00pm - 1:05pm

Conference close and packed lunch

1:05pm - 1:30pm

Transfer to Maastricht train station

1:05pm - 3:00pm

Transfer to Brussels Eurostar