Overview
Join us on May 7th, 2025, at our exclusive event in Frankfurt, as we discuss the latest developments and trends in Equities Asset Management. Traditional asset managers are constantly being challenged by product innovation and new technologies . But where does innovation also mean value add? Where do the limits of new approaches lie? And how do incumbent managers as well as allocators position themselves against the backdrop of a rapidly evolving strategy and product landscape?
Take advantage of the opportunity to meet market practitioners and Bloomberg specialists for an afternoon of expert insights and networking. Register now and stay on top of the latest news on this important asset class.
Please note: The first session (Henry Jim) will be conducted in English, with all other sessions to be conducted in German.
For any further questions, please contact Andreas Schmidt: aschmidt64@bloomberg.net
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Begleiten Sie uns am 7. Mai 2025 zu unserer exklusiven Veranstaltung in Frankfurt, bei der wir die neuesten Entwicklungen und Trends im Aktien Portfolio Management diskutieren. Traditionelle Asset Manager werden konstant von neuen Produkten und technologischen Innovationen herausgefordert. Aber wo bedeutet Innovation auch Mehrwert? Wo liegen die Grenzen der neuen Ansätze? Und wie positionieren sich etablierte Anbieter und Allokatoren vor dem Hintergrund einer sich immer schneller verändernden Produkt- und Strategielandschaft?
Ein Nachmittag voller Einblicke und Networking
Nutzen Sie die Gelegenheit, Marktpraktiker und Bloomberg-Expert:innen zu treffen – für einen Nachmittag voller fachlicher Einblicke und Networking. Melden Sie sich jetzt an und bleiben Sie über die neuesten Entwicklungen in dieser wichtigen Anlageklasse informiert.
Bitte beachten Sie: Die erste Sitzung (Henry Jim) wird auf Englisch durchgeführt, alle weiteren Vorträge finden auf Deutsch statt.
Für weitere Fragen wenden Sie sich bitte an Andreas Schmidt: aschmidt64@bloomberg.net
Agenda
Future-Proofing Portfolios: Aktieninvestitionen an der Schnittstelle von Tradition und Technologie
- 15:00 – 15:30
Registration & welcome coffee
- 15:30 – 15:35
Opening remarks
Andreas Schmidt, Bloomberg- 15:35 – 16:00
ETF Trends in Europe
Henry Jim, Bloomberg- 16:00 – 16:20
KI-gesteuerte Aktienselektion in der Praxis
Daniel Willmann, Founder, Ultramarin- 16:20 – 16:40
Steering Through the Storm: Equities Strategy Amid Political Crosswinds
Benjardin Gaertner, CIO Equities, Union Investment- 16:40 – 17:00
The Allocator’s Dilemma: Navigating a maze of investment strategies
Peter Warken, Co-head Asset Allocation, DWS- 17:00 – 17:45
Panel discussion – Future-Proofing your Portfolio in the age of AI
As markets evolve and institutions seek long-term resilience, future-proofing equity portfolios has never been more critical. Today we bring together a traditional portfolio manager, an AI-based investment innovator, and an asset allocator to explore how different approaches can coexist—or collide—in shaping the future of institutional equity investing.– Daniel Willmann, Founder Ultramarin
– Benjardin Gaertner, CIO Equities, Union Investment
– Peter Warken, Co-head Asset Allocation, DWSModerator: Andreas Schmidt
- 17:00 – 17:15
Q&A, Networking & External drinks
Speakers
Benjardin Gärtner
Mr. Benjardin Gärtner serves as Head of Equity Portfolio Management and Member of the Union Investment Committee at Union Investment Group. He also serves as Managing Director, Head of the Investment’s Equity Portfolio Management & Member of the Union Investment Committee at Union Asset Management Holding. He is one of six voting members of the “Union Investment Committee” (UIC). The UIC formulated every month the capital market strategy of Union Investment and set the guidelines for the tactical control of the funds by the individual portfolio managers. Previously, he was in 2010 at Deutsche Bank AG in Frankfurt and London in various positions, most recently as Co-Head of the German equity team. After completing his banking apprenticeship with BfG Bank AG, he studied business administration at the Technical University of Berlin between 1992 and 1997
Henry Jim
Peter Warken
As co-lead of the multi asset allocation team, Peter oversees the investment strategy of the DWS allocation portfolios, including mutual funds, mandates, and advisory solutions. He joined DWS in 2015 as portfolio manager for multi asset funds. Prior to his current role, Peter worked as Head of Strategic Asset Allocation. Peter is the Lead Portfolio Manager of the DWS Strategic ESG Allocation funds.
BSc in Mathematics and MSc in Financial Mathematics from the University of Kaiserslautern; CFA Charterholder
Dr Daniel Willmann
Daniel Willmann is Co-Founder and Managing Director of Ultramarin and the first point of contact for our clients. In addition to strategic corporate development, he is particularly responsible for product design and fund management. Daniel gained professional experience in various professional services organizations in Munich, Frankfurt and London and worked as a research assistant and lecturer at the RWTH Aachen University. Daniel studied economics with a focus on financial accounting and empirical asset pricing at WHU – Otto Beisheim School of Management (Vallendar, DE), the Stephen M. Ross School of Business (University of Michigan, Ann Arbor, US) and the London School of Economics and Political Science (London, UK). He received his doctorate from RWTH Aachen University (Aachen, DE) and was a visiting researcher at Wharton Business School (University of Pennsylvania, Philadelphia, US). Daniel is a recipient of the Anthony Hopwood Award of the London School of Economics for academic achievement and has published several articles on his empirical financial market research.
Andreas Schmidt
When & Where
Mittwoch May 7 2025
15:00 – 19:30
Bloomberg Frankfurt | Neue Mainzer Str. 75 | 60311
Floor 17