Funds Excellence Forum 2022 | Funds Excellence GmbH | 9 May 2022 | Kap Europa, Convention Center Messe Frankfurt, Osloer Str. 5, 60327 Frankfurt am Main, Germany

The best asset managers in Germany meet here. Of the around 800 companies that offer asset management solutions / multi-asset funds, only the top ten percent are invited. The participants receive current insights and prospects and discuss with the best in their field. Product decision-makers from banks, savings banks, family offices or insurance companies, managers of funds of funds or foundations, brokers, asset managers and institutional investors are invited.

The program offers round tables, lectures and panel discussions as well as time and space for extensive networking. Some of the priorities will be:

• ESG as a seal of approval for capital investments
• Liquid Alternatives & Absolute Return Funds
• Digital investment and strategy portfolios - is there THE solution?
• Risk management: portfolio hedging against rising interest rates and equity crashes
• The investment management of the future from AI to block chain
• Fund asset management: Effects of MIFD II and FinVerm

2022 Speakers

Achim Walde
Senior Currency Manager / Currency Management, B. Metzler seel. Sohn & Co.

Alexander Adsay
Senior Portfolio Manager, HanseMerkur Trust AG

Andreas Lesniewicz
Fondsmanager CONREN – Generations Family Business Equity, Altrafin Advisory AG

Axel Daffner
Managing company, Pegasos Capital

Christian Lehr
Senior Product Manager + Head RFP Multi Assets - Multi Asset Solutions, Nordea Asset Management

Christian Schmitt
Lead Portfolio Manager, ETHENEA Independent Investors S.A.

Christoph Dreher
Co-Head ESG Product Group, FE fundinfo

Daniel Hofmann
Area Manager Treasury & Asset Management, European Bank for Financial Services GmbH (ebase®)

David Meyer
Partner, Taunus Trust

Dominik Nordmann
Head of Portfolio Management, Procurator, HanseMerkur Trust AG

Axel Stahmer
Partner, QI Investment

Christoph Heumann
Head of Research & Product Development, HanseMerkur Trust AG

Christoph Wagner
Partner, QI Investment

Manfred Schlumberger
Board member, StarCapital AG

Norbert Hagen
Board of Directors, ICM InvestmentBank AG

Oliver Stolte
Managing Partner - Banker, Alpine Trust Management

Eckhard Schulte
Board of Directors, MainSky Asset Management AG

Erich Schilcher
Founder and Managing Director, AGATHON Capital

Frank Biller
Managing Director, FB Investment Advisory

Frank Fischer
CEO and CIO, Shareholder Value Management

Gerhard Jovy
Managing Director & Partner, acarda S.à r. l.

Hubertus Clausius
Co-Founder and Managing Partner, Seahawk Investments

Ingo Koczwara
Portfolio Manager, Eyb & Wallwitz Asset management

Julien Florian Jensen
Executive Director, Othoz GmbH

Julius van Sambeck
Managing Director & Partner, Ethius Invest

Marc Sattler
Board, BfV Bank for assets AG

Peter Markus
Head of Products, Bellevue Asset Management

Markus Töllke
Portfolio Management, Ethius Invest

Martin Rossner
Managing Director, ThirdYear Capital

Michael Gillessen
Managing Director, Pro BoutiquenFonds

Michael Rice
Analyst, SQUAD funds

Nina Kordes
Manager, HELLERICH

Norwin Schorrig
Sales Director, PATRONAS Financial Systems

Peter Dreide
Portfolio Manager, TBF Global Asset Management GmbH

Peter Huber
Portfolio Manager, Taunus Trust

Sven Marzahn
Chief Investment Officer, BPM – Berlin Portfolio Management

Thomas Romig
Managing Director, Assenagon Asset Management SA

Walter Liebe
Head of Intermediaries Germany, Pictet Asset Management

2022 Sponsors & Partners

ASSET MANAGERS:
• AGATHON CAPITAL
• Alpine Trust Management Ltd
• antea ag
• Apo Asset Management GmbH
• Assenagon Asset Management SA
• Bellevue Asset Management AG
• BPM – Berlin Portfolio Management
• Carmignac
• CONREN FUND
• ETHENEA Independent Investors SA
• Ethius Invest
• Eyb & Wallwitz Vermögensmanagement GmbH
• FB Investment Advisory
• HanseMerkur Trust
• HELLERICH GmbH
• ICM Investment Bank
• Main Sky Asset Management
• Slaughterer
• Nordea Asset Management
• Othoz
• Pegasos Capital
• Pictet Asset Management
• QI investment
• Seahawk Investments
• shareholder value management
• SQUAD funds
• Star Capital Ltd
• Taunus Trust
• TBF Global Asset Management GmbH
• Third Year Capital

MEDIA PARTNERS:
• Absolute Research
• Asset Standard
• capinside.com
• Cash
• DFA
• E-FundResearch.com
• Hedgework
• Petersmann Institut
• Die Stiftung

SPONSORS:
• BANK FOR WEALTH
• ebase
• CAPATICO
• FE fundinfo
• FFB
• FondsKonzept AG
• HANSAINVEST
• PATRONAS Financial Systems
• Pro Boutique Funds

COOPERATION PARTNER:
• Agathon Capital