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 Wilde, Global 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 |
| 13:30-14:15 |
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 |
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| 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 |