The global shake-up
Where will the pieces fall?

June 22 & 23, 2023
Paris, Carrousel du Louvre
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Discover our speakers and the event agenda

James Fok

Dr. Mario Draghi
Prime Minister of Italy (2021-2022)
Former President of the European Central Bank (2011-2019)


Biography

James Fok

James A. Fok
Author of the book 'Financial Cold War'.
Senior executive at Hong Kong Exchanges and Clearing (2012-2021)


Biography

Yu
                                    Jie

Dr. Yu Jie
Senior Research fellow on China at Chatham House

Biography

Ayesha
                                    Khanna

Dr. Ayesha Khanna
Co-Founder and CEO of ADDO, an artificial intelligence solutions firm

Biography

Helen
                                    Thompson

Helen Thompson
Professor of Political Economy at Cambridge University

Biography

Helen
                                    Thompson

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2023 edition


THE GLOBAL SHAKE-UP

Where will the pieces fall?




After a turbulent few years, global economies have seen old patterns shatter. As new dynamics take shape, what actions can investors take now will have the most impact on the future? This year’s Amundi World Investment Forum examines the puzzle, tries to filter out the noise and assesses how policymakers, financial services and investors can rise to meet the challenges ahead.  



  • 11:45am - 1:15pm | WELCOME LUNCH
  • 1:30pm - 3:45pm | PLENARY SESSION

INTRODUCTORY REMARKS


Valérie Baudson, Chief Executive Officer, Amundi


WHERE WILL THE PIECES FALL?


After years of flatlining, inflation is again a preoccupation shared by populations, politicians, and finance… How can we combat it while addressing climate change and social issues? Can Europe play a leading role in this while it also deals with fallout from war in Ukraine?

Dr. Mario Draghi, Former Prime Minister of Italy, Former President of the ECB


THE IMPACT OF NEW WORLD ORDER ON WESTERN DEMOCRACIES


Has the Ukraine crisis ushered in a new era of armed conflict? What implications do politicised cooperation and ultra-fragmented supply chains carry for global trade relationships?

Professor Helen Thompson, Professor of Political Economy, Cambridge University
General Jean-Paul Paloméros, Former NATO Supreme Allied Commander for Transformation Former Chief of Staff of the French Air Force

Consequences for Investors with Amundi CIO’s analysis:
Amaury d’Orsay, Head of Fixed Income
Francesco Sandrini, Head of Multi-Asset Strategies, Amundi


THE ASIAN GIANTS


Two global economic superpowers, two models for growth and government. What does the future hold for China and India, both at home and on the international stage?

  • India: Buy India, buy the future.
    Dinesh Kumar Khara, Chairman of State Bank of India

  • China: Creating a new growth model, world influence and the future of the Belt and Road Initiative.
  • James A. Fok, Former senior executive, Hong Kong Exchanges and Clearing
    Dr. Yu Jie, Senior Research Fellow on China, Chatham House

    Consequences for Investors with Amundi CIO’s analysis:
    Monica Defend, Head of the Amundi Institute
    Vincent Mortier, Chief Investment Officer, Amundi

  • 3:45pm - 4:15pm | COFFEE BREAK
  • 4:15pm - 5:45pm | BREAKOUT SESSIONS

4:15pm - 5:00pm | SESSION 1


■ New economic cycle: Challenges to Globalisation, moving to a different inflation regime and choices facing central banks.

Mahmood Pradhan, Head of Global Macro Economics, Amundi Institute
Kenneth J. Taubes, Executive Vice President, Chief Investment Officer Amundi US
Moderated by Annalisa Usardi, Senior Economist, Amundi Institute

■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?

Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
Jean-Marie Dumas, Head of Fixed Income Solutions
Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations

■ Responsible investment & regulation: Implementing sustainable regulation and avoiding greenwashing: navigating ESG perils.

Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Véronique Menou, Global Head of ESG Regulatory Solutions, MSCI
Moderated by Hélène Champollion-Morel, Head of Advocacy – Responsible Investment

■ Stock selection: Assessing stocks through new lens: energy transition, on-shoring and other long-term themes at play

Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
Moderated by Eric Mijot, Head of Global Equity Strategy, Amundi Institute

5:00pm - 5:45pm | SESSION 2


■ Net zero: Portfolio allocation and construction in the era of the Great Transition

Francesco Sandrini, Head of Multi-Asset Strategies, Amundi
Monica Defend, Head of the Amundi Institute
Tegwen Le Berthe, Head of ESG Scoring & Methodology, Amundi

■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock

Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute

■ Responsible investment & regulation: Implementing sustainable regulation and avoiding greenwashing: navigating ESG perils.

Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Véronique Menou, Global Head of ESG Regulatory Solutions, MSCI
Moderated by Hélène Champollion-Morel, Head of Advocacy – Responsible Investment

■ Stock Analysis: Assessing stocks through a new lens: re-inshoring, strategic autonomy, energy dependence, wage dynamics.

Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
Moderated by Eric Mijot, Head of Global Equity Strategy, Amundi Institute

  • 7:30pm - 12:00am | GALA DINNER


  • 8:30am - 9:00am | WELCOME COFFEE
  • 9:00am - 9:30am | PLENARY SESSION

ANOTHER CYCLE, SAME STORY?


Following a radical reset of the global economic environment we must ask which trends are structural and systemic and which reflect a new economic cycle that may prove very different from the last. Are long-term tendencies emerging, and can monetary policy be wielded effectively to ensure resilience?

Professor Douglas W. Diamond, 2022 Nobel Memorial Prize in Economic Sciences, Merton H. Miller Distinguished Service Professor of Finance, University of Chicago Booth School of Business


  • 9:30am - 11:00am | BREAKOUT SESSIONS

9:30am - 10:15am | SESSION 1


■ Emerging market: What are the new roles and rules of emerging markets in a fragmented world?

Roundtable with Alessia Berardi, Head of Emerging Macro & Strategy Research, Amundi Institute
Yerlan Syzdykov, Global Head of Emerging Markets, Amundi
John O’Toole, Head of Multi-Asset Investment Solutions, Amundi

■ Responsible investment & regulation: Implementing sustainable regulation and avoiding greenwashing: navigating ESG perils.

Florent Deixonne, Head of ESG Regulatory Strategy, Amundi
Yannic Raulin, Head of Strategic Projects & Partnerships, Amundi
Jérome Reboul, Managing Director of the Regulatory Policy and International Affairs Directorate, AMF

■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock

Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute

■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?

Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
Jean-Marie Dumas, Head of Fixed Income Solutions
Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations

10:15am - 11:00am | SESSION 2


■ Geopolitics: Alliance and autonomy in today’s international security landscape.

Anna Rosenberg, Head of Geopolitics, Amundi Institute
Interviewed by Swaha Pattanaik, Head of Publishing and Digital Strategy, Amundi Institute

■ Avoid-reduce-offset: Can carbon markets balance the Net Zero equation?

Caroline Le Meaux, Global Head of ESG Research, Engagement and Voting, Amundi
Jean-Marie Dumas, Head of Fixed Income Solutions
Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations

■ New retail investment behaviour: Saving and investing in the wake of the Covid Shock.

Marie Brière, Head of Investors’ Intelligence & Academic Partnership, Amundi Institute

■ Stock Analysis: Assessing stocks through a new lens: re-inshoring, strategic autonomy, energy dependence, wage dynamics.

Marco Pirondini, Senior Managing Director, Head of US Equities, Amundi
Vafa Ahmadi, Head of Global Thematic Equities, CPR Asset Management
Andreas Wosol, Head of European Equity Value, Amundi
Moderated by Eric Mijot, Head of Global Equity Strategy, Amundi Institute

  • 11:00am - 11:30am | COFFEE BREAK
  • 11:30am - 1:00pm | PLENARY SESSION

ENERGY TRANSITION: WHERE ARE WE NOW?


Transition to Net Zero is critical for all, but progress as well as needs vary widely across developed and emerging markets, with some regions seeing vocal pushback against ESG. Have recent events helped or hindered the transition to a more just and sustainable world?
Dr. Thomas Toepfer, Chief Financial Officer, Covestro AG

Consequences for Investors with Amundi CIO’s analysis:
Jean-Jacques Barbéris, Head of the Institutional and Corporate Clients Division and ESG
Yerlan Syzdykov, Global Head of Emerging Markets, Amundi

THE ROLE OF TECHNOLOGY IN INDIVIDUAL SAVINGS


Technology, a game changer, or an enabler of ‘financialisation’?
Is digital technology transforming politics and society as fast as it seems, and what role will it play for investors?
Dr. Ayesha Khanna, Co-Founder and CEO of ADDO
Conan French, Senior Advisor, Digital Finance, IIF
Chris Hill, CEO, Hargreaves Lansdown
Bart Horsten, Director of Sales & Customer Services, Rabobank

Consequences for Investors with Amundi CIO’s analysis:
Matteo Germano, Deputy Chief Investment Officer, Amundi
John O’Toole, Global Head of Multi-Asset Solutions
Fannie Wurtz, Head of the Distribution and Wealth Division, Passive and Alternative business lines, Amundi


  • 1:00pm - 2:30pm | CLOSING COCKTAIL LUNCH


2023 speakers

Amundi speakers

Valérie Baudson

Valérie Baudson
Chief Executive Officer

Jean-Jacques Barbéris

Jean-Jacques Barbéris
Head of Institutional and Corporate Clients Division

Amaury d’Orsay

Amaury d’Orsay
Head of Fixed Income

Monica Defend

Monica Defend
Head of the Amundi Institute

Monica Defend

Jean-marie Dumas
Head of Fixed Income Solutions

Matteo Germano

Matteo Germano
Deputy Chief Investment Officer

Matteo Germano

Timothée Jaulin
Head of ESG Development & Advocacy, Special Operations

Matteo Germano

Hélène Champollion Morel
Head of Advocacy – Responsible Investment

Vincent Mortier

Vincent Mortier
Chief Investment Officer

John O’Toole

John O’Toole
Head of Multi-Asset Investment Solutions

Francesco Sandrini

Francesco Sandrini
Head of Multi-Asset Strategies

Yerlan Syzdykov

Yerlan Syzdykov
Global Head of Emerging Markets

Fannie Wurtz

Fannie Wurtz
Head of the Distribution and Wealth Division, Passive and Alternative business lines

Speakers from previous editions

Kenneth Rogoff
IMF Chief Economist (2001-03)
Kenneth Rogoff
Joseph Stiglitz
Nobel Prize - Economics (2001)
Joseph  Stiglitz
Ben Bernanke
Chair of the FED (2006-14)
Ben  Bernanke
Paul Krugman
Nobel Prize – Economics (2008)
Paul Krugman
Lawrence Summers
U.S. Secretary of the Treasury (1999-2001) and Director of the National Economic Council (2009-2010)
Lawrence Summers
Arundhati Bhattacharya
Chair - State Bank of India (2013-17)
Arundhati  Bhattacharya
Catherine A Ashton
EU High Rep. for Foreign Affairs & Security Policy (2009-14)
Catherine A Ashton
Janet L. Yellen
Chair of the FED (2014-18)
Janet L. Yellen
Enrico Letta
Prime Minister of Italy (2013-14)
Enrico Letta
John K. Kerry
U.S. Secretary of State (2013-17)
John K. Kerry
William D. Nordhaus
Nobel Prize - Economics (2018)
William D. Nordhaus
Carmen M. Reinhart
Senior VP & Chief Economist - World Bank Group
Carmen M. Reinhart
Esther Duflo
Nobel Prize - Economics (2019)
Esther  Duflo
Mariana Mazzucato
Professor in the Economics of Innovation & Public Value - University College London
Mariana Mazzucato
Mark Carney
Chair – Bank of England
Mark Carney
Stephanie Kelton
Professor of economics and public policy at Stony Brook University
Stephanie Kelton
Robert J. Schiller
Nobel Prize - Economics (2013)
Robert J. Schiller
Annamaria Lusardi
Professor of Economics & Accountancy - G. Washington University
Annamaria Lusardi
Christoph Heusgen
Chairman of the Munich Security Conference
Christoph Heusgen
Daniel Kahneman
Nobel Prize - Economics (2002)
Daniel  Kahneman
Hillary Rodham Clinton
U.S. Secretary of State (2009-13)
Hillary Rodham Clinton
Justin Yifu Lin
Dean of Institute of New Structural Economics - Peking University
Justin Yifu Lin
Niall Ferguson
Milbank Family Senior Fellow at the Hoover Institution, Stanford University
Niall Ferguson
Olivier Blanchard
Professor of Economics emeritus - MIT & Senior Fellow at the Peterson Institute for International Economics
Olivier  Blanchard

About the Amundi World Investment Forum

Valérie Baudson quote 1

Established in Amundi’s calendar since its founding more than a decade ago, the Amundi World Investment Forum has become one of the leading events in asset management, sharing insights, expertise and thought-leadership with our clients from around the world. The event brings together investors across all spheres to discuss the new frontiers of our industry. Over the last twelve editions, the Amundi World Investment Forum has been recognized for its high-quality discussions and distinguished speakers, addressing global challenges and confirming Amundi’s commitment to sustainable finance.
quote 2

Valérie Baudson
Chief Executive Officer, Amundi

12 years of Amundi World
Investment Forum
2 day
event
+650 participants
per year
+80 countries
represented

Discover the program and our prestigious speakers for the 2023 edition

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