Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
EQUITIES MASTERCLASS LUNCH
Professional Investor Forum
7th May 2026 | Mandarin Oriental Savoy | Zurich
Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
OUTLOOK ON EQUITIES
PHILIPP LIENHARDT
Head of Equity Research
Julius Baer
Equities Investment Strategies
OLEG KAPINOS
Product Specialist
Asset Management One
Theme:
Japan Research Value Plus Strategy
Oleg is a seasoned investment professional with two decades of experience focused on Japanese and broader Asian markets. Based in London, he currently combines his role as Product Specialist with leading Global Distribution Strategy ex Japan at Asset Management One. Prior to this, he was a Senior Product Specialist at Tokio Marine Asset Management in London and held multiple roles within the financial industry in Tokyo. His professional expertise includes Japanese equities, alternative investments, and cross border business development bridging Eastern and Western markets. Oleg is a Hitotsubashi University graduate, holds the CAIA charter, and is fluent in Japanese.
NISHA THAKRAR
Product Specialist
Nedgroup Investments
Theme:
When Diversification Isn’t Diversification
Nisha Thakrar joined Nedgroup Investments in 2023. She has more than two decades of experience engaging with retail and institutional clients across asset class. Nisha was previously at Capital Group where she was an investment specialist for the multi-asset solutions business, senior manager of the product development team in Europe and held various other roles. She holds a master’s degree with honours in electronic engineering with computer science from University College London. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Nisha is based in London.
AXEL BELORDE
Head of Business Development
EMEA & Asia (Indexes)
TMX VettaFi
Theme:
Artillery to Algorithms: Investing Across the Defence Spectrum
Axel leads Business Development in EMEA & Asia at VettaFi, a data, analytics and thought leadership company acquired by TMX Group in January 2024. Axel joined ROBO Global (acquired by VettaFi) in 2021 from data & analytics company Palantir Technologies where he was responsible for building new commercial partnerships, pre and post-IPO. Axel worked with customer operational and technical leadership as well as data engineering teams to best leverage Palantir Foundry’s analytics and AI capabilities to solve operational business problems. Prior to Palantir, Axel spent 7 years in investment management in London at hedge fund investor Liongate Capital, BlackRock and LGIM. Axel is a dual French – British national, originally from Brittany.
EVENT SPONSORS
EVENT LOCATION
Mandarin Oriental Savoy
7th May 2026