CFA Society Netherlands

A Member of the CFA Institute Global Network of Societies

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Globalization and free movement of capital created prosperity for many and have led to an unprecedented increase in living standards since World War II. The financial crisis in 2008 ushered in a new era of lower growth and increased uncertainty for the many, while the happy few got away with an ever larger share of profits.

Central bankers implemented QE to buy time so politicians could, in theory, enact structural reforms to fix the many problems that went unnoticed in the high-growth regime and adapt their economies to an environment with structurally lower growth. While sensible in theory, this has proven a tough medicine to sell to voters. Impatient for change and appalled by the aftermath of the crisis and side-effects of QE, voters elected politicians on promises of restoring growth, which they could not possibly keep. This led to an even greater disenfranchisement with mainstream politics and a backlash against the unequal distribution of wealth and globalization.

2016 has been defined by victories for Brexit and Trump, and more populist regimes are likely to follow. These victories happened on the back of debates where experts and facts were frequently misused by all sides making it increasingly difficult to develop an informed opinion. Understanding the roots of rising populism is as crucial as ever for investment professionals to be able to define risks and find opportunities in this uncertain future.

The flagship CFA Society Netherlands Annual Dinner 2017 will gather together economists, politicians and as many as 200 investment professionals who will share their insights on “Politics of Rage” and its implications and implementation in financial markets.

 

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Meet our speakers

Elga Bartsch, Ph.D. is Managing Director, Global Co-Head of Economics and Chief European Economist at Morgan Stanley

2017 Macroeconomic Outlook: A Political Year

Elga is Morgan Stanley's Chief European Economist and co-heads the global economics team.  The main focus of her research is Europe, especially the euro ar​ea and the monetary policy of the European Central Bank. Elga is also a member of the ECB Shadow Council and a trustee of the Ifo Institute.  She covers some core European countries, primarily Germany. In addition to her European role, Elga engages in the Firm's global research effort on sustainability economics and climate change.

Elga joined Morgan Stanley in September 1997 from the Kiel Institute of World Economics, a large German economic think-tank. At the Kiel Institute, Elga worked as a research associate in the President's Office between 1992 and 1997 and, amongst other things, was responsible for managing The Advanced Studies in International Economic Policy Research, a post-graduate programme in international macroeconomics. Having studied at the University of Hannover and the London School of Economics, Elga received a degree in Economics from Kiel University where she graduated top of her class. Subsequently, she completed a Ph.D. in Economics at the Kiel Institute. Her dissertation deals with Liability for Environmental Damages: Incentives for Precaution and Risk Allocation. ​

 

TBA

Geo Politics and implications for financial markets

Marvin Barth is a Managing Director and Global Head of FX Research at Barclays
 
Impact of 'Politics of Rage' on Financial Markets

Marvin Barth is a Managing Director and Global Head of FX Research at Barclays.  Mr. Barth leads Barclays’ FX research efforts from London, with specific focus on global macro themes that drive FX.  Mr. Barth offers Barclays’ clients a broad perspective on FX derived from a variety of senior-level roles in markets and policymaking.  Mr. Barth has worked both as a strategist and a portfolio manager with experience across asset classes, including global rates, currencies, commodities, credit, distressed debt, public and private equity, real estate, and asset allocation.  Mr. Barth also has extensive policy experience.  As the Chief Economist for International Affairs at the US Treasury Department, Mr. Barth was the primary advisor on US international economic policy, including dollar policy, and led an interagency macro risk assessment by the CIA, Federal Reserve, National Security Council, and the US Departments of Energy, State and Treasury.  As an international economist at the Federal Reserve Board and the Bank for International Settlements, Mr. Barth advised policymakers on global financial market risks and Emerging Market economies.  Mr. Barth has a PhD and MA in Economics from the University of California, San Diego; and a BA in Economics from the University of California, Berkeley.​

 

Toby Serling.JPGModerator: Toby Sterling

Toby Sterling is a Senior Correspondent for Reuters, writing about Dutch blue chip companies and the politics and economy of the Netherlands. Before joining Reuters in 2015 he covered the war crimes tribunals in the Hague for the Associated Press, and began his career at Dow Jones covering the technology boom and bust. Born in Palo Alto, California, he attended journalism school at UC Berkeley. A rationalist and a skeptic in most matters, he becomes wild-eyed and may begin to ramble at the mention of the word “Bitcoin.”

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Thursday, 16 February 2017
 
 

Hotel Okura Amsterdam
Ferdinand Bolstraat 333
1072 LH Amsterdam

​Program
Registration and drinks  17:00
Speaker program/dinner  18:00
End of program  22:30

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Fees
          Including a 3-course dinner and drinks 
 
EUR 75
Members of CFA Society Netherlands
 
EUR 100
CFA Candidates and Partners of CFA Netherlands
 
EUR 125
all others

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