12:00 

Registration and lunch

13:00

Eric Leupold, Head of Cash Market, Deutsche Börse AG

Welcome

13:10

Stefan Hofrichter, CFA, Head of Global Economics & Strategy
Allianz Global Investors GmbH

Carsten Klude, 
Chefvolkswirt der Privatbank M.M. Warburg

Dr. Jörg Zeuner, 
Chief Economist and Head of Research & Investment Strategy at Union Investment

The impact of the energy crisis on the global economy

Due to increased energy and food prices, economic forecasts remain cautious, fearing significant losses in purchasing power which could lead to a recession. The economic downturn is likely to be further exacerbated by central banks’ anti-inflation monetary policy. By contrast, the labour market continues its robust trajectory and should be able to cushion a more severe economic downturn. Join leading economists as they discuss the global economic outlook for the coming months.

14:10

Dirk Auersperg, 
Executive Director - ETF Sales, Indexing & Smart Beta bei Amundi

Konrad Kleinfeld, Head of Fixed Income Distribution EMEA, State Street Global Advisors

Sascha Rehbein, Portfoliomanager 
Weberbank AG

Bond market recovery boosts demand for bond ETFs

A weak economy combined with expectations of an end to the policy of interest rate hikes have again fostered a market environment favourable for bonds. Bond ETFs have regained significance as an attractive alternative to stocks. Looking ahead, central bank monetary policy will determine whether a bond rally is imminent. Our market experts will discuss which bond ETFs could benefit from a longer-term bond market recovery.

15:00

coffee break

15:45

Fabian Behnke,
Head of Strategic Accounts Germany,
Vanguard Group 

Ulrich Jungbauer
Portfoliomanager
HanseMerkur Trust AG

Sebastian Wielert, CESGA
Head of Xtrackers Sales Deutschland

Multi asset- & multi factor strategies: how to apply ETFs as effective investment instruments in times of high volatility

For investors expecting a continuously turbulent market environment, spreading their portfolio across several asset classes, or applying defensive factor strategies can be sensible. ETFs are a suitable investment vehicle for simple and cost-effective implementation. We will present ETFs that offer access to factor strategies as well as multi-asset approaches.

16:30

Adrian Breyer,
Director - ETF & Index Fund Sales
UBS AM (Deutschland) GmbH

Veronika Kylburg, Director, Global Benchmarks DAX, Qontigo

Katharina Nickel,
Head of Sustainable Business IPS & Institutional Clients
BNP Paribas
 

The climate crisis as an opportunity: how to include the transition to a low-carbon economy into your investment policy  

Climate-friendly ETFs invest in companies taking measures or specifically gearing business areas towards a low-carbon future. The product offering now ranges from broadly diversified global portfolio solutions to specific themes focusing on climate. Depending on the choice of the underlying index, different criteria come into play in the process of selecting a company. Take this opportunity to learn more about the selection process of product and index providers and the resulting implications for your investment policy.

17:15

Jan Altmann,
Director, Investment Strategy
ETC Group

Martin Leinweber, CFA,
Digital Asset Product Strategist,
MarketVector Indexes

Bernhard Wenger, Head of Northern Europe, 21Shares AG

The future of the crypto market after the insolvency of crypto exchange FTX: technological benefit or pure speculation?  

We’d be hard pressed to name another asset class that caused more headlines in recent months than crypto. Following the collapse of crypto project Terra and the crypto exchange FTX, the industry is facing high regulatory pressure. Against this backdrop, many investors are questioning the future investment case for cryptocurrencies and the weight the still-young asset class should have in a balanced portfolio allocation. These topics will be the focus of our panel.  

18:00

get together