Head of Specialists
Johan Eriksson has a background as an entrepreneur and many years within the world's biggest company in marketing, Procter & Gamble. Today he leads the organisation for innovation and branding within Google and is part of their management team for Northern Europe where he works across all industries.
Johan is also involved in many other areas, including; Chairman of Advisory Board for Ivy Revel with H&M as partner, Partner and member of Advisory Board for FriendSend.com and he runs the blog AlwaysBeInnovating.com. He is also an author of books in personal leadership and marketing and Founder of both GreatFood4All.com and corporate education company Amelie AB.
Johan may discuss a range of topics from macro trends and principles to becoming very concrete with lots of practical examples and tools that feels to-the-point and inspiring. You will be left with a feeling of wanting to get going straight away with what Johan talks about, and the tools to make it possible. What previously felt big and challenging to grasp suddenly feels very defined and doable enabled by Johans' ability to simplify.
Johan's personal mission is to inspire people and organizations to think big.
Head of Investments and Portfolio Manager
Macquarie Asset Management
In 2001 Jens Hansen joined ValueInvest Asset Management S.A., that was acquired by Macquarie Investment Management in June 2018. He was born in 1964 and attended the Aarhus School of Business where he gained a Graduate Diploma in Business Administration within Finance and International Trade. Jens started his career with Spar Nord Bank in 1982 where he worked as an analyst and trader of bonds, equities and derivatives. In 1994 he joined Nykredit Bank where he worked as a bond trader.
Senior Quantitative Analyst
RAM Active Investments
Nicolas JAMET works together with the equity Portfolio Managers to develop systematic investment strategies. The models are based on a broad range of information, including company fundamentals, analyst estimates and market data. He is also Member of the Social Responsible Investment Committee.
Nicolas JAMET started his career at Société Générale Hong Kong in 2006 where he joined the equity proprietary trading desk to work on systematic fundamental investment strategies, covering Asian markets. In 2011, he moved to Macquarie Group to run, as a team of two, a global fundamental quantitative book.
Nicolas JAMET graduated in 2005 as a Business Engineer in ICHEC, Brussels. In 2015, he became a CFA Charterholder.
Tokio Marine Asset Management
Chris joined TMAM London in 2014 and has been a Product Specialist for Japanese equity strategies since 2017. His role involves communicating investment insights to investors in Europe and Latam, building relationships and supporting the growth of our business. Prior to joining TMAM, he worked in the financial planning department of a major Japanese conglomerate in Tokyo. Chris obtained a BSc in Economics from the University of York and an MA in Japanese Studies from the School of Oriental and African Studies, University of London. He is a CFA charterholder.
Japanese equities: An understated buying opportunity
Despite recent macro headwinds, we believe that Japan's recovery from decades-long stagnation remains on the right track. We continue to see a gradual improvement in the domestic economy owing to tighter labour market conditions and private sector capital spending. In addition, Japan benefits from a stable policy environment which is supportive of positive change. From an equities standpoint, valuations are cheap and corporate earnings growth is solid. Structural trends, such as ongoing governance reform, are pushing companies to make more efficient use of capital and increase ROE. Shareholder return in the form of dividends and share buybacks is also expected to maintain its upward trajectory. In this session, Chris, Product Specialist for Japanese equity strategies, will discuss the attractive opportunity set for investors in Japan.