March 22, 2023 | London, UK
Bloomberg Invest
What is wealth? Its definition has changed over time as have the tools for wealth creation. As the world continues to be buffeted by geopolitical tensions, increased market volatility, high inflation and challenging supply chains, we ask: how should we put our money to work now?
Bloomberg Invest: Focus on Wealth will bring together the most influential figures in investing to identify the biggest risks and greatest opportunities facing investors in the United Kingdom, Europe and beyond. We will look at how the global economy is confronting the headwinds from interest rate hikes, an ongoing war in Europe and, closer to home, a weakening currency and a cost of living crisis – all of which have affected wealth creation in the region.
At Bloomberg Invest: Focus on Wealth, we will gather leading investors, economists and money managers who will cut through the jargon and bring actionable intelligence to investors. Join us as leading financial thinkers and Bloomberg journalists discuss innovative ways to drive changes in wealth creation and spur growth, from traditional tools to crypto to alternative assets. Together, we’ll navigate the volatility and unearth where the opportunities for wealth creation lie.
March 22 - Wednesday
Registration and Networking Breakfast
Bloomberg Invest: Strategies For Wealth Creation Morning Sessions
9:00 AM GMT – Welcome Remarks
- Francine Lacqua, Anchor, Bloomberg Television
9:05 AM GMT – Banking Sector Crisis
Bloomberg’s Editor-in-Chief and TV anchor Francine Lacqua discuss the turmoil in the banking sector and what this means for global markets.
- John Micklethwait, Editor-in-Chief, Bloomberg
- Moderator: Francine Lacqua, Anchor, Bloomberg Television
9:20 AM GMT – In Conversation With Luke Ellis
- Luke Ellis, CEO, Man Group
- Moderator: Dani Burger, Anchor, Bloomberg Television & Radio
9:40 AM GMT – In Conversation With Hubert Keller
- Hubert Keller, Senior Managing Partner, Lombard Odier Group
- Moderator: Lizzy Burden, Correspondent, Bloomberg Television
10:00 AM GMT – Navigating a New World
Interest rates are the highest they have been in the last 15 years. Inflation is sticky, but falling – for now. The war in Europe continues, the cost-of-living is high and the housing market remains wobbly. Despite this, consumer spending is steady and the jobs market remains strong. What’s going on? Is the “secular stagnation” era truly over? And if so, what will replace it? Is the traditional 60/40 portfolio dead? Against this backdrop, we look at which countries and companies are best placed to survive and thrive – and who is likely to struggle?
- Sharon Bell, Senior European Equity Strategist, Goldman Sachs
- Alexander Chartres, Partner & Investment Director, Ruffer LLP
- Seema Shah, Chief Global Strategist, Principal Asset Management
- Moderator: John Stepek, Senior Wealth Reporter, Bloomberg
10:30 AM GMT – Break
10:50 AM GMT – Tapping into Private Markets
Private markets have enjoyed an unprecedented era of growth since the financial crisis, benefiting from a period of low interest rates. Since then, this asset class has opened up to new groups of investors and is now considered a key option for portfolio diversification and attractive long-term returns. Now, as interest rates rise and LPs are overallocated, the game is changing, specially for buyout funds. Will private markets continue to attract money and outperform in 2023?
- Kurt Björklund, Managing Partner, Permira
- Philipp Freise, Partner, Co-Head of European Private Equity, KKR
- Imogen Richards, Partner & Global Head, Investment Structuring and Strategy, Pantheon Ventures
- Moderator: Jan-Henrik Foerster, Private Equity Deals Reporter, Bloomberg
11:20 AM GMT – In Conversation With Algebris Investments and Stanhope Capital
- Daniel Pinto, Founder & CEO, Stanhope Capital
- Davide Serra, Founder & CEO, Algebris Investments
- Moderator: Francine Lacqua, Anchor, Bloomberg Television
11:45 AM GMT – The Rise and Fall of Retail Investors
After riding the highs of the pandemic-era meme stock boom and weathering the lows of the tech and crypto slump, what’s next for retail investors? Are the days of easy gains behind them? And what lessons can they take as they navigate the new era of higher inflation and interest rates? Featuring views from experts, and updates from Markets Today, an up-to-the minute online platform for Bloomberg’s best market-moving news, content and analysis.
- Lule Demmissie, US CEO, eToro
- June Felix, Global CEO, IG Group
- Victoria Scholar, Head of Investment, Interactive Investor
- Moderator: Kristine Aquino, Managing Editor, Bloomberg Markets Today
Networking Lunch
Bloomberg Invest: Strategies For Wealth Creation Afternoon Sessions
1:15 PM GMT – In Conversation with Mathieu Flamini
- Mathieu Flamini, Co-Founder & CEO, GFBiochemicals
- Moderator: Alex Webb, Correspondent, Bloomberg Quicktake
1:35 PM GMT – In Conversation With Joan Solotar
Volatility in public markets is forcing investors worldwide to reconsider their portfolio allocations. Joan Solotar, Blackstone’s global head of private wealth solutions, explains how alternative assets are playing a part in that shift.
- Joan Solotar, Global Head of Private Wealth Solutions, Blackstone
- Moderator: Ben Stupples, Wealth Reporter, Bloomberg
1:55 PM GMT – Art & Collectibles As An Alternate Asset
Recent record-breaking auctions have made many fund managers reassess their biases against collectibles as a market hedge. But how much of an asset can art be if it lacks fundamentals, and is bought at resale and sold wholesale? Have luxury goods started to claim their position as a sought-after investments asset? Experts on both sides of the transaction weigh in.
- Oliver Barker, Chairman, Sotheby’s Europe
- Adriano Picinati di Torcello, Global Art & Finance Coordinator, Deloitte
- Loa Haagen Pictet, Head of Arts, Chief Curator, Collection Pictet
- Moderator: James Tarmy, Arts Columnist, Bloomberg
2:25 PM GMT – Investing in Tech: Hedging Against Inflation
High inflation might stay with us for a while. The world’s Big Tech companies are losing money. Is there a safer place for money right now?
- Carolina Brochado, Deputy Head of EQT Growth Advisory Team, EQT Partners
- Eric Collins, CEO & Founding Member, Impact X Capital Partners
- William de Gale, Co-Founder & Portfolio Manager, BlueBox Asset Management
- Taavet Hinrikus, Co-Founder, Wise and Co-Founder, Plural
- Moderator: Tom Mackenzie, Anchor, Bloomberg Television
3:00 PM GMT – Live Podcast: Merryn Talks Money
Join us for a special recording of the popular podcast, Merryn Talks Money, your key to understanding how markets work – and how you can make them work for you.
- Sebastian Lyon, Founder & Chief Investment Officer, Troy Asset Management
- Moderator: Merryn Somerset Webb, Senior Columnist, Bloomberg Opinion
3:25 PM GMT – Closing Remarks
3:30 PM GMT – Event Concludes