
Our Program
9.30 am | Welcome and opening speech by Ralf Lochmüller, | |
In Focus: World Trade under the Influence of Geopolitics | ||
9.50 am | Keynote Western values: the benchmark in foreign and economic policy? Former Federal President Joachim Gauck |
10.45 am | Coffee break |
11.15 am | Discussion panel Geopolitical interests first? The state of world trade. Prof. Dr. Gabriel Felbermayr, Director at the Austrian Institute of Economic Research (WIFO) Margret Suckale, member of the supervisory boards of Deutsche Telekom, DWS, Heidelberg Materials and Infineon Technologies Prof. Dr. Hermann Simon, Founder and Honorary Chairman of Simon-Kucher & Partners Moderation: Corina Wohlfeil, television editor, n-tv
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In Focus: Expanding the Limits of Diversification
12.15 pm | Investment Spotlight Every portfolio deserves a risk overlay
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12.45 pm | Lunch break |
In Focus: World Markets and Global Asset Allocation in Transition
2.00 pm | Trends lecture* "Deglobalization is in full swing."
Raghuram Rajan, professor of finance at the University of Chicago's Booth School and former governor of the Reserve Bank of India. In conversation with Dr. Melinda Crane, TV commentator
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3.00 pm | Investor lecture* Delivering World-Class, Sustainable Investment Performance. Tilly Franklin, CEO and CIO, University of Cambridge Investment Management In conversation with Dr. Melinda Crane, TV commentator
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4.00 pm | Coffee Break |
4.45 pm | Investors’ panel with TED talk Setting the Portfolio's Course: Asset Allocation 2024
Sonja Laud, CIO, Legal & General Investment Management Bernhard Grötsch, Managing Director at Rohde & Schwarz Corporate Finance Dr. Michael Leinwand, Chief Investment Officer, VBL, Versorgungsanstalt des Bundes und der Länder (Federal and State Government Employees' Retirement Fund) Dr. Götz Albert, Managing Partner, CIO, Lupus alpha Moderation: Corinna Wohlfeil, television editor, n-tv |
5.45 pm | Perspective lecture The medicines of the future: Biosimilars benefit patients and healthcare systems. Dr. Stefan Glombitza, CEO, Formycon AG |
6.30 pm | Reception followed by evening meal |