Opportunity or Risk? The added value of ESG, Small Caps & Thematic Investing

Dennis Thé is manager van het team Quantitative Investment Strategies van Achmea Investment Management. Dennis begon in 2006 als managementtrainee bij Achmea en trad in 2008 in dienst bij Achmea IM. Binnen Achmea IM bekleedde hij verschillende functies, waaronder sectoranalist aandelen en portefeuillemanager externe aandelen.

Voordat hij bij Achmea kwam, was Dennis aandelenhandelaar bij Van Der Moolen.

Dennis heeft een bachelor in International Business Management van de University of Wolverhampton.

Marc-Olivier Buffle joined Pictet Asset Management in 2014 and is Head of Client Portfolio Managers and Research in the Thematic Equities team, an internal member of Global Environmental Opportunity’s advisory board and of Pictet’s Environmental Policy Committee.

Prior to that Marc was a member of the Board of the Swiss Climate foundation and of Pictet’s Sustainability Board. Before joining Pictet, Marc was at RobecoSAM where he acted as Head of industrials and water equity research, as well as co-Head of Sustainability Investing research. He was responsible for the research methodology underpinning the S&P Dow Jones Sustainability Index. Prior to that he was responsible for water technologies business development in EMEA at the Danaher Corporation. Marc started his career at Trojan Technologies in London Canada, where he led a R&D team focusing on advanced water treatment technologies.

Marc holds a MSc in engineering from the ETH in Zurich, and a PhD from EAWAG in Environmental Chemistry and is the author of patents, scientific articles, technical and financial publications.

Matt Bullock is the EMEA Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he works to extend institutional and intermediary client engagement models to clients across EMEA and leads the London-based portfolio strategist team. Prior to joining the firm in 2022, Matt was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Matt served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.

Matt received bachelor of economics (Hons) and Bachelor of Commerce degrees, both from the University of Newcastle in Australia. He has 22 years of financial industry experience.

Ralph Sandelowsky is Senior Portfolio Manager Quantitative Investment Strategies bij Achmea Investment Management. Ralph is de grondlegger van de Achmea IM commodity strategie en verantwoordelijk voor de verdere ontwikkeling van deze beleggingsstrategie. Ralph werkt ruim acht jaar bij Achmea IM waar hij ook externe High Yield en EMD mandaten beheerd heeft.

Voor zijn periode bij Achmea werkte Sandelowsky bij MN, waar hij portefeuilles met commodities, externe bosbouw en carbon beleggingen en externe aandelenmanagers beheerd heeft.

Ralph heeft een Master of Science in Business Administration en een Master of Science in Investment Management, beide van de Vrije Universiteit in Amsterdam.