Déjeuner-débat
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Vendredi 28 août 2026    12:00 - 14:00
Réservé aux membres

Lynceus Partners - Structured Solutions: Turning Pension Constraints Into Portfolio Opportunities

 
Belgian OFPs operate under unique constraints : return targets, WAP/LPC obligations, liability horizons. Rather than fighting these constraints, structured products are designed to work within them. This session unpacks how capital-protected notes, protected trackers, bond repacks, and absolute return strategies like autocalls can be calibrated to meet the specific risk-return needs of a pension fund : outperforming both equities and bonds on a risk-adjusted basis when markets are uncertain.
Registration by the 19th of August





Déjeuner-débat
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Vendredi 18 septembre 2026    12:00 - 14:00
Réservé aux membres

Nordea Asset Management - BetaPlus Enhanced: the Active answer to the Passive trend. Navigating market concentration through factor investing.

 
In recent years, equity markets have become increasingly concentrated, with a handful of large-cap names driving index performance and creating new challenges for diversification. As passive strategies continue to dominate institutional portfolios, investors are re-evaluating how to maintain balance, manage risk and uncover genuine sources of alpha. We will explore how factor investing can offer a disciplined, data-driven framework for navigating concentrated markets. The discussion will examine how investors can use factors such as value, quality, growth and momentum to enhance portfolio’s resilience, mitigate drawdowns and complement passive exposures. It will also consider how factor-based approaches can deliver these benefits in a cost-efficient way.
Finally, we will highlight how the same portfolio construction philosophy can be adapted to investors with additional sustainability preferences
Registration by the 9th of September

Déjeuner-débat
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Vendredi 16 octobre 2026    12:00 - 14:00
Réservé aux membres

Degroof Petercam Asset Management (DPAM) - When Diversification Changes: Understanding Dynamic Stock-Bond Correlations

 
Les corrélations actions-obligations ne sont pas statiques mais varient considérablement selon les différents environnements macroéconomiques. Notre présentation examine les principaux moteurs de ces changements, notamment l'inflation, la croissance économique et la politique monétaire, et montre comment des estimations de corrélation dynamiques peuvent améliorer la construction de portefeuille, la diversification et les décisions d'investissement
Veuillez vous inscrire avant le 9 octobre



Déjeuner-débat
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Vendredi 20 novembre 2026    12:00 - 14:00
Réservé aux membres

Lazard Convictions and Positioning Outlook: Navigating through the current volatile fixed income landscape



Against a backdrop of heightened volatility and evolving economic expectations, navigating fixed income markets requires flexibility, selectivity and active risk management. Opportunities can emerge across sectors, regions and credit profiles—but identifying them calls for an approach that is not constrained by a traditional benchmark.
Lazard will share its perspectives on today’s credit landscape and discuss how an actively managed, global and flexible approach can seek to capture opportunities while adapting to changing market conditions.
We invite you to register before the 10th of November 2026.

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