Emerging market equities are experiencing a dynamic resurgence, fuelled by greater clarity in US trade policy, ongoing US dollar weakness, and robust earnings. With many of these factors still at large, rapidly brightening sentiment suggests this momentum could endure well into 2026.

Emerging markets are set apart by their distinct structural advantages: a youthful population, a growing base of middle-income consumers, and a leading role in future-facing industries such as artificial intelligence. Nowhere else can investors tap into these powerful trends at such compelling valuations and with clear potential for superior earnings growth.

With roots in emerging market investment stretching back to 1971, our suite of global, regional and country-specific strategies is designed to help investors access the opportunities presented by this diverse asset class.

Workshop Objective:

In this session we aim to challenge misconceptions, whilst exploring the tectonic shifts that are occurring within EM, in what remains an asset class which offers a broad scope of bottom-up investment opportunities.

Company Profile:

Barings is a $470+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions.

*As of September 30, 2025

At first glance, we have seen a homogeneous performance on the bond markets since the beginning of the year. During the course of the year, the individual segments show significant differences in performance. Active bond asset allocation remains an important driver in the presentation of attractive risk/return profiles. How do geopolitical changes affect the attractiveness of individual bond asset classes?

Workshop Objectives:

Explore fixed income opportunities that match your risk/return objectives.

Company Profile:

As an asset manager and German ESG specialist, BayernInvest offers customized investment and risk management concepts, professional fund management and market-leading sustainability reporting. In addition to UCITS, BayernInvest Luxembourg S.A.'s alternative investment platform also implements complex investment strategies in the area of alternative asset classes. With a volume under management of around EUR 91 billion (as at 30.04.2025) and as a wholly-owned subsidiary of BayernLB, BayernInvest has regional roots with a focus on the international market. We make sustainability profitable. And profitability is sustainable. Further information at https://www.bayerninvest.de and at https://www.bayerninvest.lu 

Active ETFs are evolving – and with them, the way investors think about portfolio construction. At Columbia Threadneedle, we believe the next generation of Active ETFs should go beyond passive-plus, delivering true active management in a transparent, cost-effective and benchmark-aware format. Our approach is built on a customised, fundamentally informed quantitative model that takes meaningful positions and fully excludes stocks we expect to underperform. Christine Cantrell, Head of EMEA Active ETFs, will share how this approach reflects genuine conviction – redefining what quant can mean for modern investors.

Workshop Objective:

Christine Cantrell, Head of EMEA Active ETFs, will share how our approach reflects genuine conviction – redefining what quant can mean for modern investors.

Company Profile:

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US$675bn*. We are globally connected with a team of over 550 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.

*Data as at 30 September 2025

In 2025, the asset management division of Commerzbank realigned its portfolio management to efficiently manage its investment strategies through disciplined factor modules. These modular equity and fixed-income strategies are now also available to institutional clients within a fund structure for their individual portfolio construction.

Workshop Objective:

In 2025, the asset management division of Commerzbank realigned its portfolio management to efficiently manage its investment strategies through disciplined factor modules. These modular equity and fixed-income strategies are now also available to institutional clients within a fund structure for their individual portfolio construction.

Company Profile:

The Commerzbank Group’s asset management unites the expertise of its investment managers. Successful asset management is no coincidence — it is the result of many years of investment experience, a deep understanding of client needs, and a strong commitment to delivering outstanding service. Through customized solutions in discretionary mandates and fund vehicles, more than 100 specialists manage over EUR 75 billion in client assets (as of June 30, 2025). Our investment solutions are tailored to corporations and institutional investors, including pension funds, insurance companies, foundations, church institutions, as well as banks, savings banks, and cooperative banks. The broad product offering spans liquid investments in equity, fixed income, overlay, and multi-asset strategies, as well as private markets strategies in real estate, infrastructure, and renewable energy.

European Equities are back. After years of fading interest in the shade of US equities, namely a few Tech Giants, European markets have shown a remarkable comeback this year. For the first time since years global investors have shifted significant allocations back into Europe, also spurred by stimulus announcements and appealing valuations.

But the turnaround has come with huge dispersion. As stock picking is likely to remain more important then ever, interesting opportunities for active managers should arise.

ELEVA Capital is one of the leading boutiques for European Equities. Among the flagship strategies Investors can pick proven Long-only as well as Long / Short profiles, depending on risk appetite or client preferences.

ELEVA European Selection

With a track record spanning more than a decade, ELEVA European Selection is one of the most successful strategies among core European Equity funds. The consistent process combines fundamental stock-picking with macro-overlays has helped to generate superior outperformance throughout various market phases.

ELEVA Absolute Return Europe

Based on the successful long only approach this L/S Equity strategy was launched already in 2016. It aims to limit overall market exposure and volatility. As a less correlated approach it has proved its worth especially in though market conditions.

Workshop Objective:

Market insights and deep dive into ELEVA Capital's European Equity flagship strategies.

Company Profile:

ELEVA Capital was founded in 2014 by Eric Bendahan as an independent asset manager and manages today over €15 billion (as of June 2025) – primarily in European equities.

In recent years, further high-level expertise has been continuously developed, including in the areas of small/mid caps, multi-asset and structured products.

Flagship strategies such as ELEVA European Selection and ELEVA Absolute Return Europe are among the largest and most established funds in their respective categories and are important portfolio building blocks, particularly for institutional investors.

In addition, ELEVA Capital has a long-term, innovative and industry-leading partnership with UNICEF, allocating c.10% of the firms profits via the ELEVA Foundation.

With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objective:

We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1. Systematic Approach: Benefits of our proven, rule-based method.

2. Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.

3. Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.

4. Preparing for Declines: Tools for managing market downturns.

5. Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

With European markets gaining renewed momentum in 2025, supported by improving fundamentals, compelling valuations, and a more resilient macro backdrop, investors are taking a fresh look at regional allocations. After years of underperformance, Europe is re-emerging as a meaningful component of global portfolios. At the same time, The U.S. government is reshaping global markets through a mix of economic & regulatory policy shifts and a recalibrated geopolitical stance. This session will explore how clients across EMEA are adjusting their allocations, balancing U.S. exposure with European opportunities, leveraging new tools, and building more agile & forward-looking portfolios.

Workshop Objectives:
•    Provide an overview of the current US and European equity markets.
•    Discuss various strategies for investors to access the US and European equity markets.
•    Offer insights into the iShares MSCI USA and Europe equity range and how US exposure can be balanced with European opportunities.

Company Profile:

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate

About iShares
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 1500+ exchange traded funds (ETFs) and $4.75 trillion in assets under management as of June 30, 2025, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.
https://www.ishares.com/de/professionelle-anleger/de?switchLocale=y&siteEntryPassthrough=true

The adoption of active ETFs is on the rise, with many investors utilizing them to reactivate passive core investments. Our flagship active Research Enhanced Index ETFs are the largest active UCITS ETF range by assets under management and number of ETFs. These ETFs provide an option for those looking to move beyond traditional passive investing, with the potential for incremental excess returns over time. This presentation will explore how these index-aware ETFs built on fundamental research can be integrated into your investment strategy. 

Workshop Objectives: 

Join this workshop to understand the benefits of active ETFs and our flagship active JPM Research Enhanced Index Equity ETF range. 

Company Profile: 

At J.P. Morgan, our ETFs are active, not reactive. Rather than simply following the markets, we’ve meticulously designed our ETF solutions to benefit from the unique insights generated by our global team of research analysts, and the knowledge learned from over a century of active management experience—all backed by the extensive trading capabilities and cutting edge technology platform that can only a leading ETF manager can provide. It’s this mix of active expertise and ETF know-how that has helped us grow to become the largest provider of active UCITS ETFs, with over $45 billion in assets under management across more than 35 active ETF strategies, covering all major equity and fixed income markets (as of 31 December 2024). We’re the ETF manager of choice for active investors around the world. We are the home of active ETFs.

Colin Croft will give an overview of the case for investing in Indian equities, outlining the factors behind India’s equity market performance over the last two decades - factors which seem likely to continue driving long-term structural growth in the country, and its equity market, over the next two decades. He will review the main topics of interest to foreign investors in India, including valuations, earnings growth, the currency, tariffs and geopolitics, then draw attention to areas of the market which are less explored by foreign investors. Finally, he will discuss the highly differentiated approach that we have successfully applied in India in the Jupiter India Select SICAV.

Workshop Objective:

Explore investment opportunities in the Indian equity market.

Company Profile:

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 

From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.

Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

Understanding the investment opportunity provided by an actively managed, high-conviction, U.S. small cap strategy with a disciplined investment approach to stock selection, risk management, and a long-term time horizon. In this session, we will discuss the reasons why investors should consider an allocation to this asset class. Topics include:

• The definition of small cap
• The opportunities with actively managed U.S. small caps
• Why high-conviction investing
• Valuations of U.S. equities and U.S. small caps

Workshop Objective:

Educate investors on the benefits of adding small capitalization stocks to an asset allocation with an actively managed, high-quality investment approach and the value in adding the asset class now.

Company Profile:

Kayne Anderson Rudnick Investment Management, LLC (“KAR”), headquartered in Los Angeles, CA, was founded in 1984 by two successful entrepreneurs, Richard Kayne and John Anderson, to manage the funds of its principals and clients. Since its inception, the firm has followed a philosophy of investing in “high-quality” companies resulting in high conviction portfolios. KAR now manages $65.8 bn (as of 30 June, 2025) of AUM, entrusted by multiple client types including corporate and public pension plans, foundations, endowments, brokerage firms, and high-net-worth individuals. The firm’s range of investment strategies all embody its unified high-quality investment approach.

KAR is a wholly owned subsidiary of Virtus Investment Partners, Inc. (NYSE: VRTS).

Our world is changing faster than ever before. The next five years alone promise more development and progress than the past fifty. Technological advancements, a new generation of digital consumers, and the scarcity of critical resources are the overarching themes driving and transforming our society today.
But which sectors and companies will dominate the markets by 2030?
Portfolio Manager Adrian Daniel explores how future trends are shaping the world of tomorrow—and how our funds are positioned to benefit from these structural changes.

Workshop Objective:

Provide a broad understanding of key global trends, highlight future growth opportunities, and explore how investment strategies can adapt to benefit from long-term structural changes across markets.

Company Profile:

LAIQON AG is a fast-growing premium wealth specialist focused on sustainable investments, managing fiduciary assets of approx. €9.75 billion (as of August 2025). Founded in 1995 and listed on the Frankfurt Stock Exchange since 2005, LAIQON operates independently with offices in Hamburg, Frankfurt, Munich, and Berlin. The group offers institutional and private investors a broad range of sustainable solutions, including actively and AI-managed funds, tailored wealth management, and strategic asset allocation consulting. Its AI subsidiary LAIC® is a pioneer in AI-driven wealth management. With its Digital Asset Platform (DAP 4.0), LAIQON delivers fully digital services and scalable solutions, also available via white-label partnerships. Through its GROWTH 28 strategy, LAIQON aims to become a leading AI-driven mid-cap wealth manager in Europe.

Cigogne Management is an alternative investment company created in 2004 to enable investors to benefit from the expertise of CIC Marchés operating on behalf of the bank’s proprietary account, CIC Marchés is the capital markets branch of Credit Mutuel Alliance Federal. Today CIC Marchés acts as investment adviser for the composition of Cigogne Management's portfolios. 
Cigogne currently manages 1.6 billion euros thanks to a dynamic organisation made up of around twenty people, ten of whom are dedicated exclusively to management. The portfolios cover several strategies, including arbitrage and directional trades on interest rates, mergers and acquisitions, convertible bonds, corporate bonds, ABS/MBS and CLOs.
Over the past 20 years, the company has proved its worth during various periods of market turmoil.

Workshop Objective:

Explore how alternative fixed income strategies aim to deliver stable returns across diverse market environments, including periods of high volatility.

Company Profile:

La Française offers a range of specialised high-conviction funds combining performance targets and sustainability objectives across all your asset classes. Our multi-specialist architecture allows our managers to focus fully on their area of expertise, with a total of 157 Bn € AUM (31/12/2024). Committed to honest responsible investment, our teams have developed cutting-edge expertise in the many facets of ESG, which permeates all our activities and analyses. Our partnership approach to customer relations, combined with the creativity of our teams, means we can design innovative solutions and services tailored to all situations and investment horizons. Our specialist expertise covers listed and unlisted assets, including real estate.

With investment style boxes increasingly unhelpful, MFS puts forward the case for a valuation-focused strategy, that's naturally contrarian and supported by the analysis of the MFS Global Research Platform. Paul Fairbrother explains how to create long-term value as markets change but human nature doesn’t and sentiment frequently creates a divergence between price and value.

Workshop Objectives:

1. Explore the Principles of Contrarian Investment - We will provide an overview of the key tenets of contrarian investing, including how market sentiment, behavioural biases, and valuation metrics influence decision-making.

2. Analyse Techniques for Identifying Mispriced Assets – We will discuss methods for uncovering investment opportunities that diverge from consensus views, using qualitative and quantitative indicators.

3. Assess the Role of Contrarian Approaches in Portfolio Diversification – We will discuss how a contrarian strategy can contribute to portfolio resilience, including their impact on risk-adjusted returns and long-term performance across market cycles.

Company Profile:

In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries, and institutional clients, we celebrate a century of active management. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

Since the European Central Bank has eased its monetary policy, returns on cash deposits have become increasingly unattractive. A dynamic allocation to a broader universe of high-quality bonds – consisting of covered bonds and government bonds – can allow investors to flexibly seize opportunities and achieve a more stable but attractive return potential. As bond markets are inefficient, we believe we can continue to create value through active management.

The Nordea 1 – Active Rates Opportunities Fund* - BI - EUR (ISIN: LU1915690835) offers investors an attractive alternative in the bond market. With a focus on credit quality and short duration, the portfolio has a low vulnerability to macroeconomic fluctuations. ¹ Since its inception in 2019, the fund has proven its ability to generate stable returns even during volatile market periods. ² For conservative investors, this fund offers a proven solution with the potential for smarter returns with controlled risk.¹

*On 16.10.2025 the fund was renamed from Nordea 1 - European Covered Bond Opportunities Fund to Nordea 1 - Active Rates Opportunities Fund.

¹ There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money.

² The performance represented is historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested. The value of your investment can go up and down, and you could lose some or all of your invested money.

Workshop Summary:

We show how our fund can deliver performance that is less susceptible to fluctuations in the bond market than traditional fixed income strategies, regardless of the macroeconomic environment.¹

¹ There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money.

Company Profile:

Nordea Asset Management (NAM, AuM 296bn EUR*), is part of the Nordea Group, the largest financial services group in the Nordic region (AuM 437bn EUR*). NAM offers European and global investors exposure to a broad set of investment funds. We serve a wide range of clients and distributors which include banks, asset managers, independent financial advisors and insurance companies.

Nordea Asset Management has a presence in Bonn, Brussels, Copenhagen, Frankfurt, Helsinki, Lisbon, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Santiago de Chile, Singapore, Stockholm and Zurich. Nordea's local presence goes hand in hand with the objective of being accessible and offering the best service to clients.

Nordea’s success is based on a sustainable and unique multi-boutique approach that combines the expertise of specialised internal boutiques with exclusive external competences allowing us to deliver alpha in a stable way for the benefit of our clients. NAM solutions cover all asset classes from fixed income and equity to multi asset solutions, and manage local and European as well as US, global and emerging market products.

*Source: Nordea Investment Funds, S.A., 30.06.2025”

Destination Value Total Return is an actively managed fund that invests globally across multiple asset classes with no benchmark constraints. Its objective is to generate absolute, risk-adjusted returns by combining capital appreciation with volatility management. Through a flexible investment approach and broad diversification, the fund seeks to capture opportunities across global markets. Every investment decision is driven by fundamental analysis, complemented by a comprehensive strategic view. The investment strategy is implemented through five proprietary approaches that combine multiple asset classes, including equities, fixed income, currencies, and, via transferable securities and/or other eligible investments, real assets. Each strategy serves a specific purpose, and together they contribute to delivering the fund’s long-term objectives, short-term returns, and optimal diversification. The multidisciplinary investment team identifies the best ideas on a global scale, analyzing markets and instruments to build effective, goal-oriented strategies for the fund.

Workshop Objective:

Destination Value Total Return is a flexible, benchmark‐free global fund seeking absolute, risk-adjusted returns through multi-asset diversification, fundamental analysis and five proprietary strategies spanning equities, bonds, currencies and real assets.

Company Profile:

Generali Investments is a platform of asset managers offering a wide range of investment solutions for traditional and alternative asset classes. Each company on our platform is supported by the Generali Group and has the freedom to innovate and grow independently. Our solutions, which draw on a wide range of expertise, aim to help investors seize opportunities and achieve long-term performance without losing sight of the impact on the world around us. We offer our clients access to a wide range of investment opportunities and a partner who puts their long-term interests first.

High yield (HY) investments present a compelling opportunity for robust performance. This presentation will explore the key drivers behind HY's attractiveness, including solid corporate fundamentals, a steepening yield curve, and favourable technical factors. We will demonstrate how an actively managed, diversified HY portfolio can offer above-average income with below-average volatility, making it a competitive fixed-income alternative. A key focus will be on alpha generation opportunities within HY markets, which are particularly relevant today due to increased dispersion across sectors and individual names. By leveraging these opportunities, investors can potentially enhance returns while managing risk effectively. Join us to discover why HY remains a gift that keeps on giving for discerning investors.

Workshop Objective:

To educate attendees on current high yield market dynamics, highlighting opportunities and risks. Emphasise how an active approach can effectively manage portfolio risk while maintaining exposure throughout market cycles.

Company Profile:

RBC BlueBay Asset Management is an active investment manager with expertise in fixed income securities, equities, and alternative investments. Our solutions-oriented approach empowers clients with the knowledge they need to make informed investment decisions. We collaborate closely with them, evolving together by creating investment products tailored to their needs. Across the organisation, we operate with complete transparency, offering clients direct access to our investment teams and fostering a culture that unlocks opportunities. The result is a thoughtful and inclusive organisation where people come first and clients truly benefit. Responsible investing is not just a strategic focus - it’s deeply embedded in our client experience and daily work, driving solutions that deliver meaningful impact.

Long-term investing in listed companies within the water and waste value chains has the potential to align well with long-term institutional investment objectives. Amid global uncertainty, political instability and fluctuating interest rates, institutional investors can tap into the structural and growing opportunity-set and trends that shape our world. There is no economy without water, there is no sustainable economy without waste management.

Workshop Objective:

This workshop explores the unique investment proposition of combining water and waste themes, offering insights into future opportunities. It demonstrates how this strategy serves as a dual diversifier: providing global equity exposure with distinct sector allocation and access to sustainable trends beyond traditional carbon-focused approaches. 

Company Profile:

Regnan is a specialist sustainable and impact investment brand, widely recognised as a responsible investing pioneer, with roots tracing back to 1996. The firm has a longstanding history of providing advice and insights on critical environmental, social and governance (ESG) issues, and invests in mission-driven companies that it believes are well-positioned to solve some of the world’s most pressing challenges. Regnan is focused on driving positive impact and investing for a sustainable future. The firm seeks to standardise responsible investment by making it more nuanced, intellectually robust and effective through a differentiated approach based on system-level thinking and deep thematic research to address systemic challenges and identify attractive investment opportunities. Since 2023, Regnan has been part of Perpetual Limited, a global leader in multi-boutique asset management.

In an era marked by persistent inflation, geopolitical uncertainty, and shifting investor behaviour, multi-asset strategies offer a resilient and adaptive approach to portfolio construction. This session explores how Vanguard’s multi-asset framework—anchored in disciplined asset allocation and powered by proprietary modelling tools—can help investors navigate volatility and pursue long-term outcomes. Key themes include market outlook for 2025, the evolution of multi-asset strategies, investor behaviour trends in Germany, dynamic allocation and risk management, and the integration of sustainability. Attendees will gain insights into how Vanguard positions its Model Portfolios as cost-effective, diversified solutions for a changing investment landscape.

Workshop Objective:

Equip attendees with actionable insights on multi-asset investing, market outlook, and risk management, leveraging Vanguard’s expertise and tools to build resilient portfolios in today’s dynamic environment.

Company Profile:

Vanguard is an investment company unlike any other. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We have stood for low-cost, uncomplicated investing ever since. In 1976, Vanguard pioneered the concept of index investing, introducing the first index fund for individual investors in the United States. 

Since then, we’ve been helping people reach their goals with low-cost, uncomplicated investments. This approach has earned us the trust of over 50 million investors and allowed us to become one of the world’s largest investment management companies, with USD 11.3 trillion in assets under management (Data as at 31 August 2025).