DAY 1

UK local times stated

09:00
09:10

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SOCIETE GENERALE WELCOME ADDRESS

Alexandre Fleury, Co-Head of Global Markets, Societe Generale

09:10
0
9:15

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CHAIR'S OPENING REMARKS

Paul Farrow, Financial Journalist and Communications Specialist

09:15
10:00

KEYNOTE INTERVIEW

FRAGILITY OF THE GLOBAL ECONOMIC SYSTEM

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Lord Philip Hammond, Former Chancellor of the Exchequer, Foreign Secretary and Defense Secretary (2011-2019), UK Government

Interviewed by:

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Michala Marcussen, Group Chief Economist and Head of Economic and Sector Research, Societe Generale

10:00
10:50

PRESENTATION

QUANT OUTLOOK**

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Guillaume ArnaudHead of Quantitative Investment Strategies, Societe Generale

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Andrew LapthorneGlobal Head of Quantitative Research, Societe Generale

11:00
11:25

Derivatives & QUANT Solution Workshops – Session 1

5 workshops to choose from, presented by Societe Generale’s and CME Group’s experts in quant and derivatives

01. IS THE 60/40 PORTFOLIO UNDER PRESSURE?** PART 1
02. GREEN TRANSITION BASKETS**
03. CROSS-ASSET VOL OPPORTUNITIES**
04. DELTA ONE FINANCING
05. INTEREST RATE PRODUCTS

11:30
11:55

Derivatives & QUANT Solution Workshops – Session 2 
5 workshops to choose from, presented by Societe Generale’s and CME Group’s experts in quant and derivatives

01. IS THE 60/40 PORTFOLIO UNDER PRESSURE?** PART 2
02. EQD & FIC DATA & ANALYTICS OFFER**
03. ESG DERIVATIVES
04. ETF ACROSS ASSET CLASSES**
05. COMMODITY SUPERCYCLE & IMPLICATIONS**

14:05
14:45

KEYNOTE INTERVIEW

FROM PUBLIC POLICY TO FINANCIAL MARKETS: ARE PRIVATE INVESTORS THE MISSING OR THE ESSENTIAL LINK IN THE CLIMATE TRANSITION?

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Martin MühleisenSpecial Advisor to the Managing Director, Former Director of the Strategy, Policy and Review Department, International Monetary Fund

Interviewed by:

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Isabelle MillatHead of Sustainable Investment Solutions, Societe Generale

14:50
15:40

PANEL DISCUSSION

THE SUPERCYCLE: CREATING ADVANTAGE & AVOIDING THE PITFALLS

A decade (plus) of central bank “activism” in one corner; post-pandemic optimism, fiscal policy and inflation in the other. 

Panellists:

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Geraldine Sundstrom

Portfolio Manager, Global Core Assets

Allocation Fund

Pimco

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Altaf Kassam

Head of Investment Strategy

& Research EMEA

State Street Global Advisors

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Erik Knutzen 

Chief Investment Officer Multi-Asset

Neuberger Berman

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Michael Fredericks

Head of Income Investing for Multi-Asset Strategies

BlackRock

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Derek Sammann

Global Head of Commodity & Options Products

CME Group

Moderator:

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Brian Raabe

Head of Research Sales, Americas

Societe Generale

15:50
16:30

INFLATION – WHY YOU NEED TO WORRY!

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Andrew Lapthorne

Global Head of

Quantitative Research

Societe Generale

CHAIR'S CLOSING REMARKS

16:30
16:35

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Paul Farrow, Financial Journalist and Communications Specialist

16:35

END OF DAY 1

**Societe Generale Workshops and Presentations: Selected workshops and presentations may be intended exclusively for subscribers to SG research and clients outside of the scope of the provisions on payment for investment research in Commission Delegated Directive (EU) 2017/593 of 7th April 2016 (the “MIFID II Delegated Directive”). By attending such sessions you confirm that you meet these criteria or agree to pay £150 +vat to SG upon receipt of an invoice, which will cover the cost of attending all workshops where SG Research are presenting at the 2021 Derivative Solutions Series following the ‘Big Picture Interviews’ and the 2021 Derivatives & Quant Conference.