Agenda

Time

Time

Session title

Session title

Name

Name

Title

Title

Time

15:15 - 16:00

Session title

Arrival & Registration

Name

NA

Title

NA

Time

16:00 - 16:05

Session title

Welcome

Name

Boudewijn Kostelijk

Title

Head of Wholesale Client Coverage Benelux

UBS Asset Management

Time

16:05 - 16:10

Session title

Introduction

Name

Massimiliano Castelli

Title

Head of Strategy, Sovereign Markets, UBS Asset Management

Time

16:10 - 16:40

Session title

Macro Outlook 2025

Name

Paul Donovan

Title

Chief Economist

UBS Global Wealth Management

 

Time

16:40 - 17:10

Session title

Finding balance: Correlation, Causation, and the Art of Portfolio Construction

Name

Barry Gill

Title

Head of Investments

UBS Asset Management

Time

17:10 - 17:40

Session title

Fireside chat and Q&A

Name

Barry Gill

Paul Donovan

Max Castelli

Title

Head of Investments, UBS Asset Management

Chief Economist, UBS Global Wealth Management

Moderator - Head of Strategy, Sovereign Markets, UBS

Time

17:40 - 17:45

Session title

Closing remarks

Name

Tim van Duren

Title

Head Institutional Client Coverage Benelux, UBS Asset Management

Time

17:50

Session title

Drinks & networking

Name

NA

Title

NA

Presenters

Boudewijn Kostlijk

UBS Asset Management

Boudewijn Kostelijk

Head of Wholesale Client Coverage Benelux

Based in Amsterdam, Boudewijn Kostelijk is responsible for relationship management, business development and client servicing of wholesale clients in the Benelux.

Boudewijn joined UBS Asset Management in September 2007 from Lombard Odier Darier Hentsch where he was responsible for business development with wholesale clients in the Benelux-region.

He started his career at ING and he was co-founder of the first independent internet Fund Supermarket in The Netherlands (Fundix). After this company was sold to ING, he became a sales manager at Robeco. 

Paul Donovan

UBS Asset Management

Paul Donovan

Chief Economist, UBS Global Wealth Management

Paul Donovan is Head of Economics at UBS Global Wealth Management. He joined UBS in 1992 as a junior economist at the Investment Bank. As Head of Economics, he is a member of the House View Investment Forum, a thought leader at UBS and a member of UBS Pride and the UBS Art Board. He is also a member of the UBS Institute for Sustainability and Impact. Paul has been actively involved in the UBS Nobel Perspectives program and supports the UBS Women in Economics program.

Paul holds a BA in Philosophy, Politics and Economics from the University of Oxford and an MA in Financial Economics from the University of London. He is also an Honorary Fellow of St Anne’s College, Oxford and sits on the investment committee and development board. He is a member of the Research Advisory Board of Open Business, a supervisor of the Directors’ Institute’s diversity committee, and a member of the World Economic Forum’s Community of Economists and the Global Future Council on growth.

Barry Gill

UBS Asset Management

Barry Gill

Head of Investments

Barry Gill was appointed Head of Investments in November 2019 and is a member of the UBS Asset Management Team. He was Head of Active Equities within UBS Asset Management from early 2016 and, before that, joined O’Connor in 2012 as a member of the management group where he ran a concentrated long/short strategy.

Prior to joining O’Connor, Barry was head of the Fundamental Investment Group (Americas) for nearly six years within UBS Investment Bank, investing and trading the firm's principal capital. Barry moved to the US in 2000 from London to rebuild the long / short principal investing effort within Equities following the creation of O’Connor as a hedge fund business. In his five years in London at SBC and UBS, he was co-head of Pan-European Sector Trading, a proprietary book, and co-head of European Risk Program Trading for two years, preceded by two years as the head of the French trading book. Barry joined SBC's European derivatives desk as a graduate trainee in 1995.

Massimiliano Castelli

UBS

Massimiliano Castelli

Head of Strategy, Sovereign Markets

As Head of Global Strategy he analyzes the market trends affecting the investment behavior of central banks, sovereign wealth funds and other state-controlled investment institutions and work closely with the investment teams in providing investment advice and developing tailored investment solutions for this client segment

Max established himself as a global thought leader on the macroeconomic, financial and political trends in sovereign wealth management. He has often been called in by leading institutions as an expert on global economic and financial matters. Max has recently published The New Economics of Sovereign Wealth Funds in the Wiley Finance Series, a book providing a thorough guide to sovereign wealth funds, covering the drivers of the industry, how it operates and grows, the interest from and in Western markets and the pivotal role that sovereign wealth funds play in the world economy.

In his sixteen year long international professional career, Max has been Head of governmental affairs for UBS in Europe, Middle East and Africa, EMEA Senior Economist and consultant advising governments and corporates in emerging markets on behalf of international institutions   

Max holds a PhD in Economics from the University of Rome where he lectured and a Msc in Economics from the University of London. He is a member of the Executive Committed of the Asset Management Investment Council (ICMA) and a Fellow at the Centre for International Markets, Money and Regulations at Bocconi University. 

Tim van Duren

UBS Asset Management

Tim van Duren

Head Institutional Client Coverage Benelux

Based in Amsterdam, Tim van Duren is responsible for client relationships and business development for institutional clients in Belgium, the Netherland and Luxembourg.

Joined UBS Asset Management in August 2016 from Schroders, where he held roles as Investment Director Insurance-Linked Securities, Product Manager Multi-Asset and Head of Institutional Business Benelux

Tim started his career as equity analyst at Dresdner Kleinwort Wasserstein (now Commerzbank Corporates & Markets) in Frankfurt.