Investor Priorities Amid Geopolitical, Inflationary and Market Uncertainty
The Edelman Smithfield Investor Summit is an exclusive opportunity for senior executives to hear directly from some of the world’s largest and most influential investors on how their expectations are evolving in relation to management teams, corporate governance and sustainability, as well as their outlook for the year ahead. This year’s event, entitled Investor Priorities Amid Geopolitical, Inflationary and Market Uncertainty, took place at the London Stock Exchange.
Agenda
08.30 - 08.45: Opening remarks
- Andrew Wilde, Global Head of Financial Services, Edelman Smithfield (moderator)
- Julia Hoggett, CEO, London Stock Exchange
08.45 - 09.30: The macro outlook for 2023
- Nigel Bolton, co-CIO of Fundamental Equity, BlackRock
- Seema Shah, Chief Global Strategist, Principal Asset Management
- Gurpreet Gill, Macro Strategist, Global Fixed Income, Goldman Sachs Asset Management
- Andrew Wilde, Global Head of Financial Services, Edelman Smithfield (moderator)
09.30 - 10.15: How material is the S in ESG to valuations?
- Saker Nusseibeh CBE, CEO, Federated Hermes Limited
- Nikesh Patel, Managing Director, Head of Client Solutions & CIO, Van Lanschot Kempen
- Luis Olguin, Portfolio Manager, William Blair
- Imogen Gardam, Director, Edelman Smithfield (moderator)
10.30 - 11.15: Are we doing enough to meet Net Zero targets?
- Lord Browne of Madingley, Chairman, Beyond Net Zero
- Jeremy Taylor, UK CEO, Lazard Asset Management
- Sarah Williamson, CEO, FCLT Global
- Stephanie Maier, Global Head, Sustainable & Impact Investment, GAM Investments
- George Yeomans, Director, Edelman Smithfield (moderator)
11.15 - 12.00: The trends which will create winners and losers in the coming years
- Laura Cooper, Senior Macro Strategist for iShares EMEA, BlackRock
- Colm Walsh, Managing Director, ICG
- Luke Barrs, Global Head of Client Portfolio Management for Fundamental Equity, Goldman Sachs Asset Management
- Aidan Holloway, Senior Director, Edelman Smithfield (moderator)
12.00 - 12.45: The outlook for financials in 2023 and beyond
- Lloyd Harris, Head of Fixed Income, Premier Miton
- Jean-Francois Neuez, Head of European Financials, Janus Henderson Investors
- Sebastiano Pirro, Chief Investment Officer, Algebris Investments
- Ian King, Business Presenter, Sky News (moderator)
Event Highlights
Click on the video and images on the right to discover more about the annual Investor Summit and the findings from the 2022 event.
