22 May Seminar Equity investing for the long-term

Seminar 22 May Equity investing for the long-term Brussels

Seminar Alpha Research

Seminar 22 May

On 22 May, Alpha Research organizes the seminar 'Equity investing for the long-term' in The Hotel, Brussels.

At this seminar Columbia Threadneedle Investments, Nordea Asset Management and Aegon Asset Management will address three themes which they believe will be important in 2030:

  • Disruption: Andrew Harvie, Columbia Threadneedle Investments
  • The Climate: Geoffrey Lebeau, Nordea Asset Management
  • New leaders: Luc Simoncini, Aegon Asset Management

Many successful investors and entrepreneurs achieve their goals by thinking ahead 10 or 20 years to the future. Warren Buffet is an outspoken, steadfast advocate of long-term investing and Jeff Bezos once said, “I want to know what will be exactly the same 10 years from now, because that is how I can build a business.”

With that in mind, we must consider which long-term themes are relevant now and if they have longevity to be relevant in 2030. Does it pay to ‘buy and hold’ when observing specific themes? How can you make sound choices now which will be lucrative in the next decade?

Two specialists from the MN pension fund also discuss the theme 'stranded assets' and guest speaker Jan de Bondt gives his vision for the coming decade.

Survey

Alpha Research will also reveal the results of their survey on long-term investing; all attendees are encouraged to actively participate in a discussion on the research findings.

Program

  • 12:00 Lunch
  • 13:00 Presentations with 2 breaks
  • 17:00 Drinks and bites

Sign Up here for the Seminar on 22 May

Sprekers
Eelco Ubbels

Eelco Ubbels

Functie
Directeur/eigenaar
Bedrijf
Alpha Research

Eelco Ubbels heeft Alpha Research opgericht in 2012. De focus bij Alpha Research ligt op Asset Allocatie research. De research is beschikbaar voor professionele beleggers, beleggingscomités van pensioenfondsen, verzekeraars en vermogensbeheerders.

Tevens is Eelco oprichter van de LinkedIn Tactical Asset Allocation Group, met meer dan 3.600 TAA specialisten één van de actiefste groepen op gebied van Asset Allocatie. Daarnaast is hij voorzitter van de commissie Tactische Asset Allocatie bij CFA Society VBA Netherlands.

Andrew Harvie - Columbia Threadneedle Investments

Andrew Harvie

Functie
Client Portfolio Manager - Global Equities
Bedrijf
Columbia Threadneedle Investments

Andrew Harvie is a Client Portfolio Manager within the Global Equities team. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries. Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team.

He has previously worked as a client portfolio manager at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. Andrew was also involved in due diligence and product strategy during Man’s acquisition of GLG Partners in 2010. Prior to working in asset management, Andrew worked as an equity capital markets analyst at Bloomberg and started his career within wealth management. Andrew holds a BSc (Hons) in Economics with Statistics from the University of Bristol.

Geoffrey Lebeau - Nordea Asset Management

Geoffrey Lebeau

Functie
Product Specialist
Bedrijf
Nordea Asset Management

Geoffrey Lebeau is a Product Specialist at the Institutional and Wholesale Distribution unit of Nordea Asset Management, focusing on equity products. Prior to joining Nordea in December 2017, he worked as an analyst for the European Investment Fund and as a senior finance manager at Fidelity International.

Geoffrey started his career as an analyst at KPMG Corporate Finance in Luxembourg. He holds a M.Sc. in Economics from the University of Rennes and is a CFA charterholder.

Luc Simoncini

Luc Simoncini

Functie
Senior investment specialist
Bedrijf
Aegon Asset Management

Luc Simoncini is a senior investment specialist in the equities team, with responsibility for providing client support and representing the firm’s equity capabilities to clients, consultants and prospects. He joined us in 2014 from Mediolanum where he led the marketing and client servicing team in Europe.

Prior to that, Luc was a Client Portfolio Manager with Schroders in Australia covering global equities and was a senior investment specialist for Pioneer Investments, specialising in emerging markets. Luc studied Business Studies at Institut Supérieur de Gestion, Paris and holds an MBA from Macquarie Graduate School of Management, Sydney. He has 25 years’ industry experience.

Jan de Bondt - Executive in Residence at Vlerick Business School - seminar Alpha Research 2019

Jan de Bondt

Functie
Executive in Residence
Bedrijf
Vlerick Business School

Jan de Bondt is Executive in Residence at Vlerick Business School where he has co-developed executive courses focused on Asset Management and Fintech. As consultant, he has advised banks, corporates and other financial institutions on capital markets funding strategies, regulatory matters and institutional client development.

He has operated extensively as a Fixed Income sales professional in Brussels, Frankfurt and London. Most recently, Jan served as Head of Benelux Fixed Income Sales at Societe Generale where he was widely recognised for his contribution to cross-selling. Before joining Societe Generale in 2005, Jan worked at Lehman Brothers in London and Frankfurt covering German institutional investors. Between 1993 and 2001 he worked at Goldman Sachs and Merrill Lynch in fixed income sales covering a variety of client types. He started his career at ASLK-CGER in Brussels marketing retail funds.

Jan is an exceptional relationship builder who leverages his multilingual skills to great effect conducting business in English, French, Dutch and German. He has a Masters Degree in Germanic Philology from The Catholic University of Louvain and an MBA from Vlerick Business School.

Valentin van Nunspeet

Valentin van Nunspeet

Functie
Fiduciair Adviseur Vermogensbeheer
Bedrijf
MN

Valentin van Nunspeet is als Fiduciair Adviseur Vermogensbeheer werkzaam bij MN.

Matt Vorachen

Matt Vorachen

Functie
Private Equity Analyst
Bedrijf
MN

Matt Vorachen is Private Equity Analyst bij MN.