Programme List - Thematic Breakfast 2019



Registration, breakfast & networking


Opening remarks by Investment Week


Boardroom sessions


Comfort Break


Boardroom sessions


End of briefing


*Programme subject to change



Natixis Investment Managers

Simon Gottelier, Senior Portfolio Manager Natixis Investment Managers


Fund: Natixis Thematics Water Fund

Thematic Investment in the Water sector: the potential for defensive, secular growth for decades to come


Simon Gottelier, the Co-Portfolio Manager of the Thematics Water Strategy will introduce the investment opportunity in the Water value chain. He will discuss the long time-horizon of the thematic drivers, will elaborate on the Company's process and will illustrate how a diversified approach to portfolio construction can lead to long-term outperformance of global benchmarks despite a similar or lower level of risk. 




Christopher Gannatti , Head of Research Europe, WisomTree


Fund: WisdomTree Artificial Intelligence UCITS ETF

Defining purity of Artificial Intelligence (AI) and how to capture the investment opportunity


AI is an interesting and exciting area of technology. It has the potential to change how industries operate and how consumers live their lives. With seemingly limitless possibilities, investment and adoption in AI is on the rise across all industries. Whilst AI no doubt offers compelling investment potential, identifying companies that demonstrate a meaningful and pronounced relationship with AI is matter of contention. Seeking to tackle this matter, WisdomTree partnered with NASDAQ and the Consumer Technology Association (CTA) to develop a bespoke index that is focussed on defining and respecting the purity of this theme.