The Risk Management Committee organises the event
Alternative Investments and
Excellent Risk Management
Alternative investments are in many cases a good addition to an investment portfolio consisting of listed securities in view of the expected return and the possibility of diversifying the risk present in the portfolio. Alternative investments offer a wide variety of opportunities for pension funds and insurers. But what are the best practices for selecting good alternative investments and how are the risk drivers in the portfolio adequately managed? In this seminar, various subject matter experts will be present to present their experiences.
11.45 Doors open
12.30 Ultimate time to enter the building
12.00 - 13.00 Lunch by DNB and networking
13.00 Opening by day moderator Patrick Tuin, CFA (DNB)
13.10 Lilian ter Doest (Sweco Capital Consultants)
13.55 Michel Klaster (Pebbls)
14.40 Break for coffee and networking
15.10 Daniel Notermans, Maria Weitzer and Dirk-Jan Funken (APG)
16.10 Panel discussion
16.45 - 18.00 Drinks by DNB and networking
Please enroll for this event ultimately on Tuesday 24 September morning.
The DNB building is a secured area, and you should arrive at the latest at 12.30 hours September 25th, to be cleared in security procedures.
Bring your passport or ID card please, which is needed to identify yourself.
All presentations will be in English.
This event is open to everyone. Registration is required.
Lilian ter Doest
Lilian ter Doest is Relationship manager and Senior Consultant Real Estate & Infrastructure at Sweco Capital Consultants since 2016.
She advises pension funds on investment strategy, the implementation of the investment strategy (selection of new investments, disposition of investments) and also on the monitoring & reporting of their real estate and infrastructure portfolio. She started her career in the 90's as a tax lawyer at PwC and worked for almost 20 years at financial institutions in wealth structuring, sustainable financing and was also responsible for deal making mutual investment funds and limited partnerships in real estate.
Daniel Notermans is Managing Director Global Investment Risk Management (“IRM”) at APG Asset Management NV (“APG”).
Since 1 April 2012 he is responsible for CFRO/IRM at APG. In that capacity he is responsible for managing a multi disciplined team of risk managers each responsible as second line risk manager for monitoring the financial risks within a specific asset class and at client level; IRMs scope of activities and responsibilities also contains Performance Measurement, Compliance Monitoring (Risk Oversight), Model Validation, Operational Due Diligence and providing Risk Sign-off on new investment proposals.
Prior to his role at APG he was director/owner of Notermans Consulting, a financial consultancy company offering its in-house expertise in risk management and finance & accounting management to hedge funds, asset managers, private equity firms and investment banks.
In 1997 Daniel started his professional career at ABP Investments as Investment Controller.
Daniel studied business economics at University of Tilburg and has a masters degree in business economics, management and financial accounting.
Maria Weitzer, CFA
Maria Weitzer, CFA is Senior Risk Manager, Global Investment Risk Management (“IRM”) at APG Asset Management US (“APG”).
Since starting at APG in March 2019, Maria is involved in analyzing, reviewing and providing approvals of investment opportunities in various strategies, as well as client risk management and portfolio analysis.
Prior to APG, Maria was Director, Portfolio Management at TAG Associates LLC. She was at Asset Alliance Corporation, most recently as Director, Research and Investments. And at Deutsche Bank where she performed risk management and monitoring functions for Deutsche Bank’s managed account platform.
Maria received her B.A. in Accounting and Management from Hartwick College in Oneonta, New York in 2001. Maria has been a CFA Charterholder since 2006 and has been actively involved with CFA Society New York (CFANY) for over 15 years.
Dirk-Jan Funken, CFA
Dirk-Jan Funken, CFA is Senior Investment Risk Manager, Global Investment Risk Management (“IRM”) at APG Asset Management (“APG”).
Dirk-Jan started at APG in Feb 2006 in the role of performance analyst. He became a risk controller in Jan 2009 and senior Financial Risk Manager in Jan 2012. In that role he has been involved in the risk management of APG’s investment strategy for Infrastructure, Treasuries, Inflation-linked bonds and Alternative Inflation strategies. He has also been involved in APG’s counterparty risk management since 2008 and the development of APG’s internal as well as client policies for the management of counterparty credit risk and liquidity risk.
Prior to APG, Dirk-Jan worked as a business analyst for Orchard Finance Consultants (Dec 2004 to Jan 2006).
Dirk-Jan has completed studies in Business Economics and Fiscal Economies at Maastricht University and has been a CFA Charterholder since 2009.
Michel Klaster is since May 2018 CEO of Pebbls, a company that has been set up to be a driving force to resolve the pension problem by disruptively cutting down costs and by enhancing returns for its clients. Before that he was six years Head of the General Account for Aegon Asset Management in the Netherlands responsible for both relationship and portfolio management. Next to that he was member of the Risk and Capital Committee of Aegon NL and played a crucial role in setting up the largest Alternative Investment platform for a Dutch insurance company.
Before Aegon, Michel held positions as an Equity Analyst (Fortis) and as a Portfolio Manager (KLM/Blue Sky Group) as well as CIO (Paerel) and CFO (Paerel Leven).
Michel studied both Econometrics and Monetary Economics at the Rijksuniversiteit Groningen as well as MBA at Nyenrode. He wrote several scientific articles and he lectures Alternative Investments at the Free University of Amsterdam (CFA).