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Welcome

To achieve results above the ordinary, you need to think Beyond the Obvious. Our virtual investment conference dares to be different by exploring compelling investment themes from an alternative angle. Hosted by Lucy Hockings, news presenter and host of ‘Live With Lucy Hockings’, globally renowned commentators join some of GAM’s talented portfolio managers to share their views and engage in some thought-provoking discussions.

We would be delighted if you can join us virtually on 15 March at 2.00pm CET.

Bienvenidos

Para conseguir resultados por encima de lo normal, hay que mirar Más Allá de lo Obvio. Nuestra conferencia de inversión virtual se atreve a ser diferente, explorando temas de inversión convincentes desde un ángulo alternativo. Moderado por Lucy Hockings, presentadora de noticias y presentadora de 'Live With Lucy Hockings', comentaristas de renombre mundial se unen a algunos de los talentosos gestores de GAM para compartir sus puntos de vista y participar en algunos debates que invitan a la reflexión.

Por favor, tenga en cuenta que el evento tendrá lugar en inglés.

Estaremos encantados de que nos acompañe virtualmente el 15 de marzo a las 14:00 CET.

Benvenuto

per ottenere risultati superiori all'ordinario, è necessario guardare oltre l'ovvio (“Beyond the Obvious”). La nostra conferenza virtuale vuole provare ad essere diversa cercando di discutere vari e interessanti temi d'investimento da una differente angolazione. Con la moderazione di Lucy Hockings, presentatrice televisiva e conduttrice di "Live With Lucy Hockings", commentatori di fama mondiale si uniranno ad alcuni dei nostri più talentuosi gestori di portafoglio per discutere insieme e condividere le proprie opinioni.

Ti aspettiamo il 15 marzo alle ore 14:00 CET.

Agenda 15 March

Agenda subject to change
Time	Description
2.00pm	Welcome Lucy Hockings and Jeremy Roberts
2.05pm	Keynote: The World Economy: The Day After Stephane Garelli
2.25pm	Ukraine update Paul McNamara
2.30pm	The GAM story and the importance of sustainability and impact investing Peter Sanderson and Stephanie Maier
2.35pm	Decarbonisation - The decade for delivery Stephanie Maier and Stephanie Pfeifer
2.45pm	Sustainability at GAM - thinking beyond the obvious
2.50pm	Break
3.00pm	Keynote: The Futurist – Visions of the future Thomas Frey
3.20pm	Disruption – Innovate or get left behind Mark Hawtin and David Baszucki, CEO Roblox
3.35pm	Disruption – Innovate or get left behind Mark Hawtin and Alesia Haas, CFO Coinbase
3.50pm	Break
4.00pm	China – AI superpowers Wendy Chen and Dr Kai-Fu Lee
4.10pm	China: A consumer market with multiple drivers Jian Shi Cortesi and Swetha Ramachandran
4.20pm	Five reasons to invest in emerging market equities Tim Love
4.25pm	Active solutions in an uncertain world Paul McNamara, Adrian Owens, Gregoire Mivelaz, John Seo and Thomas Mansley
4.35pm	Macroeconomics, the energy transition and a changing investment environment Niall Gallagher and James Aitken
4.45pm	Long-term value creation through equities Thomas Funk
4.50pm	CEO reflection Peter Sanderson
4.55pm	Close Lucy Hockings and Jeremy Roberts