Welcome and opening speech by 

Ralf Lochmüller,
Founding Partner and CEO, Lupus alpha

                            Laudation               

                            Dr. Stephan Leithner
                            CEO, Deutsche Börse AG

In Focus: The New Self-reliance of Germany and Europe

Keynote

Economically under pressure, geopolitically challenged: What Europe and Germany need now

The turning away of the USA forces Europe to act to develop strategic autonomy and compete in the global marketplace. ^*

_{* English language}

Margrethe Vestager,
Former EU Commissioner for Competition. Currently Chairwomand of the Board of the Technical University of Denmark (DTU)
in conversation with Dr. Melinda Crane, TV commentator

Panel Discussion

Agenda 2026: How to make the new start succeed
The federal government wants to take more responsibility in the EU and strengthen Germany's competitiveness. Where do we stand?

Dr. Thomas “Tom” Enders, President, German Council of Foreign Relations

Verena Pausder, Chairwoman, Startup Association

Nikolaus Blome, Head of RTL/ntv Politics Department

Host: Corina Wohlfeil, TV journalist, n-tv

Investment Spotlight

Strategies from the Multi-Specialist

Portfolio Managers from the six strategy areas of Lupus alpha presented investment opportunities beyond the mainstream.

Dr. Markus Zuber, CSO and Memeber of the Executive Committee, Lupus alpha

Trend Presentation

New Alliances or Nation Against Nation – Reorientation in the Global Economy 
The fragmentation of markets is fundamentally changing the global actions of companies and states.

Zanny Minton Beddoes, Editor-in-Chief, 'The Economist' and member of the editorial board of 'Die Zeit'

In conversation with Dr. Melinda Crane, TV commentator
 

US-Spotlight

Disrupting Predictability: How the U.S. is undermining its Global Dominance 
An erratic and seemingly arbitrary economic policy undermine the decades-long US dominance in the world from within. ^*
_{* English language}

Gary Gensler, Professor of the Practice at the MIT Sloan School of Management and former Chair of the US Securities and Exchange Commission (SEC)

In conversation with Dr. Melinda Crane, TV commentator

Investors’ Panel with TED talk

Setting the Portfolio's Course: Asset Allocation 2026

The traditional roundtable discussion with investors and TED voting on market expectations for the new year.

Armin von Buttlar, Board Member, Aktion Mensch e.V.

Carsten Roemheld, Capital Market Strategist, Fidelity International

Dr. Götz Albert , Managing Partner, CIO, Lupus alpha

Host: Corinna Wohlfeil, TV journalist, n-tv

Industry talk

Of Bulls, Bears and Bubbles: Frankfurt fund pioneers in dialogue
Two influential figures in Frankfurt's financial center engage in an open exchange about milestones, turning points and the future of asset management

Hans Joachim “Aki” Reinke, CEO, Union Investment Group

Ralf Lochmüller, Founding Partner, CEO, Lupus alpha

In conversation with Corinna Wohlfeil, TV journalist, n-tv