What will drive markets as the world recovers from COVID? Where will money be put to work? Which companies will be the winners and losers?

On 9 December, Edelman hosted the Edelman Investor Summit, an exclusive opportunity for senior executives to hear directly from some of the world’s largest and most influential investors. Entitled Valuation Drivers & Risk Factors Post Covid & COP26, our morning panel sessions focused on how investors’ expectations are evolving in relation to management teams, corporate governance and sustainability, and afternoon sessions focused specifically on the major sectors of financials, healthcare, technology and energy.

The event was hosted by Edelman in conjunction with CNBC, and panellists comprise CEOs, CIOs and senior equity and bond investors from the top names in the fund management world. Click on each session below to view the video.

09:45-10:00 Opening Remarks Andy WildeGlobal Chair of Financial Services, Edelman
10:00-10:45 The Macro Backdrop to 2022

Moderator: Andy Wilde, Global Chair of Financial Services, Edelman

Gurpreet Gill, Macro Strategist, GSAM 

Silvia Dall'Angelo, Senior Economist, Federated Hermes

Nigel Bolton, Co-CIO of Fundamental Equity, BlackRock
10:45-11:30 Evolving Expectations: Companies & Sustainability Post-COP26

Moderator: Olivier Lebleu, Head of ESG, Edelman Smithfield

Amanda Young, Global Head of Responsible Investment, Abrdn 

Stephanie Maier, Global Head of Sustainable and Impact Investment, GAM

Jeremy Taylor, UK CEO, Lazard Asset Management 
11:30-12:15 Evolving Expectations: Governance & Management Teams Post-Covid

Moderator: Iain Dey, Managing Director, Edelman Smithfield

Adrian Grey, Chief Investment Officer, Insight Investment

Eoin Murray, Head of Investment, Federated Hermes

Amra Balic, Head of EMEA Investment Stewardship, BlackRock 

Valuation Drivers & Risk Factors for Financials in 2022

Moderator: Baroness Helena Morrissey DBE, Advisory Board member, Edelman

Rob James, co-manager of the Premier Miton Financials Capital Securities Fund, Premier Miton

Carolina Espinal, Managing Director, HarbourVest

Alan Custis, Head of U.K. Equities, Lazard Asset Management
14:15-15:00 Valuation Drivers & Risk Factors for Healthcare in 2022

Moderator: Shannon Susko, EVP and Head of Financial Communications Healthcare, Edelman

Luke Barrs, EMEA head of Fundamental Equity Client Portfolio Management, GSAM 

Alex Cogut, Co-head of Life Sciences Securities, Kempen & Co

Michael Schröter, Co-head of Sustainable Healthcare Equity, HSBC Asset Management

15:15-16:00 Valuation Drivers & Risk Factors for Technology in 2022

Moderator: Julianna Tatelbaum, CNBC

Mark Hawtin, Investment Director, GAM

Hugo Scott-Gall, Partner and Portfolio Manager of Global Leaders Fund, William Blair

Daniel Pinto, CEO, Stanhope Capital
16:00-16:45 Valuation Drivers & Risk Factors for Energy in 2022

Moderator: Amelie Shepherd, Director, Edelman Smithfield

Richard Lum, Co-Chief Investment Officer, Victory Hill

Tom O'Hara, Portfolio Manager, Janus Henderson Investors

Jim Wright, Portfolio Manager, Premier Miton

Top 10 Takeouts from the Edelman Investor Summit

In December 2021, we held the Edelman Investor Summit which convened some of the top investors from some of the world’s preeminent fund management houses within our client base. It was a day of fascinating insights into the themes which will shape markets and company valuations during 2022.

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