Vienna

Investor seminar 2026

17-18 June

Navigating the Era of Great Powers

The global order is entering a phase of profound and lasting transformation. Long-standing assumptions about openness, cooperation, and leadership are being reshaped as new centers of power emerge and geopolitical, economic, and technological dynamics increasingly converge.

The result is a more fragmented world, marked by competition, strategic realignments, and shifting alliances.
Candriam’s Investor Seminar will explore the forces underpinning this transition and their long-term implications.

Taking a step back from short-term uncertainty, the event will invite investors to reflect on how enduring changes in power, governance, and influence are redefining the global landscape — and the investment environment — for the decades ahead.

Guillaume Pitron

Associate Researcher at the French Institute for International and Strategic Affairs (IRIS)

Guillaume Pitron is a French journalist, author and documentary maker specialising in the geopolitics of raw materials. He has written award-winning books on the environmental and political impacts of energy and digital transitions and works with media and think-tanks to explore critical resource issues.

Download the biography
Heïdi Sevestre

Glaciologist, climate scientist

Heïdi Sevestre is a French glaciologist, deputy secretary of the Arctic Monitoring and Assessment Programme, and a leading climate communicator. She earned her PhD studying Arctic glaciers and conducts expeditions and outreach on climate change, blending science with public engagement.

Download the biography
Ivan Krastev

Political scientist

Ivan Krastev is a Bulgarian political scientist, chairman of the Centre for Liberal Strategies in Sofia, and permanent fellow at the Institute for Human Sciences in Vienna. A founding board member of the European Council on Foreign Relations, he’s a prolific author and commentator on democracy, Europe and global politics.

Download the biography

John V. Oyler

Co-Founder, Chairman & Chief Executive Officer, BeOne

John V. Oyler co-founded BeOne in 2010. He has served as Chief Executive Officer and has led the Board of Directors from the company’s inception.

Download the biography
Nicolas Forest

Chief Investment Officer, Candriam

Nicolas Forest is Chief Investment Officer at Candriam, overseeing the firm’s global investment platform. He joined Candriam in 2004, led fixed income from 2013, and became CIO in 2023. Nicolas Forest began his career at CDC-Ixis in 2003 and holds degrees in economics, finance and philosophy from Sorbonne University; he also lectures at Paris Dauphine.

Download the biography
Lauren Goodwin

Chief Market Strategist, New York Life Investment Management

Lauren Goodwin is an economist and the Chief Market Strategist at New York Life Investment Management. She leads the firm’s Global Market Strategy team, and is responsible for economic and market research, asset allocation, and thought leadership to empower investment decision-making. Lauren previously held economist positions at JPMorgan, Wells Fargo, Frontier Strategy Group, and the OECD. She is a CFA Charterholder, graduated summa cum laude from the University of Southern California and holds a Master’s Degree in International Economics from Johns Hopkins.

Download the biography

Florence Pisani

Chief Economist, Candriam

Florence Pisani, PhD, joined Candriam in 2002, led economic research since 2016 and teaches at the University of Paris Dauphine. Florence Pisani has co-authored numerous books on macroeconomics and previously worked as a macroeconomist at CPR Gestion.

Download the biography
Nadège Dufossé

Global Head of Multi-Asset, Candriam

Nadège has been the Global Head of Multi-Asset at Candriam since 2021, in charge of establishing the broad Asset Allocation investment strategy applied across Candriam and the management of Multi-Asset funds.
She began her career as a sell-side Equity Analyst at Exane BNP Paribas in Paris in 1997. In 2007 Nadège joined Candriam as a Multi-Asset Fund Manager based in Luxembourg, before being appointed Head of Asset Allocation in 2014.
Nadège graduated from HEC Paris. She is a CFA Charterholder and also holds a financial analyst diploma from the French Society of Financial Analysts.

Download the biography

Workshops

12:30

Arrival – Walking lunch
13:45
Candriam Outlook and Convictions
1. Panel discussion moderated by Nicolas Forest, CIO, Candriam
2. Nadège Dufossé, Global Head of Multi-Asset, Candriam
3. Lauren Goodwin, Chief Market Strategist, NYLIM
4. Florence Pisani, Chief Economist, Candriam
5. Vanessa Zhao, Fund Manager Emerging Markets Equity, Candriam
15:00 - 15:45
From convictions to opportunities - Part 1
- Credit
  Selectivity is key in a fractured world
  Strategy: Global High Yield
- Equity
  From global efficiency to strategic access: healthcare at the crossroads
  Strategy: Oncology / Biotech
- Alternatives
  Rising market dislocations in a multipolar world
  Strategy: Equity Market neutral
16:00 - 16:45
From convictions to opportunities - Part 2
- Credit
  Turning Volatility into credit Opportunities
  Strategy: Credit Opportunities / Credit Alpha
- Equity
  Stay Disciplined when world order is shifting
  Strategy: Quant World Edge
- Alternatives
  Merger and Acquisition as a strategic lever for Business transformation
  Strategy: Merger Arbitrage
18:00

Departure by bus
18:30

Concert at the Musikverein
19:30

Gala Dinner at Hofburg Palace (Zeremoniensaal)

The ceremonial hall of the Vienna Hofburg was built from 1802 to 1806 under Emperor Franz I by the court architect Ludwig Montoyer in the classical style.
In 1810 Napoleon chose the Ceremonial Hall for his courtship and to ask Emperor Franz for the hand of his daughter Archduchess Marie Louise. Under Emperor Franz Joseph and Empress Elisabeth, large gala evenings such as the “Ball at Court” were held here which was reserved only for the court and the high aristocracy.

Plenary Session

The Plenary Session will be moderated by Charlotte Kan, Journalist, Editor. The language of the seminar will be English.

MODERATOR

08:30
Chair's opening remarks
- Naïm Abou-Jaoudé
  
  CEO NYLIM, Chairman Candriam
- Vincent Hamelink
  
  CEO Candriam
09:00
Western Democracies: From Ideal to Vertigo
- Ivan Krastev
  
  Political scientist
10:00
Geopolitics of Rare Earth and Critical Minerals
- Guillaume Pitron
  
  Journalist and author of "The Rare Metals War“
11:00

Coffee Break
11:30
Science With Purpose: Building a Global Oncology Leader
- John V. Oyler
  
  Co-Founder, Chairman & Chief Executive Officer BeOne
12:30

Lunch
14:00
Topic and speaker to be confirmed
15:00
Listening to Ice: Science, Signals, and Responsibility
- Heidi Sevestre
  
  Glaciologist
16:00
Closing remarks
- Renato Guerriero
  
  Deputy CEO Candriam
16:30

Seminar ends

The seminar will be held at the Intercontinental Vienna Hotel where a room has been booked for you. Candriam is delighted to host you for the night of Wednesday 17 June 2026.

Any additional nights, as well as extras throughout the entire stay, should be paid directly by yourself at check-out.

If you want to extend your stay, please contact the hotel directly via viehares1@ihg.com.
You should benefit from the Candriam negotiated rate (subject to availabilities.)

Intercontinental Vienna Hotel

Johannesgasse 28
1030 Vienna
Austria
+43 (0)1 71 12 20

Transport

We kindly request you to make your own flight/train bookings as well as take care of your own transfer to the Intercontinental Vienna Hotel.

Practical information

Dress code

Workshops & Plenary session: Business casual
Gala dinner: Smart attire
Partner programme: Casual and comfortable shoes

Language & translation

Please note that the workshops & the plenary session will be held in English only.

09:00 - 13:00

Imperial Vienna Revealed

This cultural morning offers a different perspective on Vienna, following in the footsteps of Empress Sisi and the Habsburg dynasty, where imperial refinement meets historical grandeur. This curated itinerary reveals the inner world of the imperial court: its exquisite artisans and purveyors, the codes of its distinctive art of living, and the intimacy of power made personal. We will see Vienna as the majestic stage it was, where palaces and façades were a globally understood political and symbolic language.

You will discover fantastic views of Vienna from the rooftops of St. Stephen’s Cathedral, the spiritual heart of the Empire. To continue with the visit of the Belvedere, a historic building complex which construction started as early as 1717. It consists of two Baroque palaces (the Upper and Lower Belvedere), the Orangery, and the Palace Stables and beautiful gardens. The Belvedere houses 800 years of art history - with masterpieces by Klimt, Schiele, Funke, Messerschmidt and van Gogh.

Our tour will conclude with a lunch selected to extend this moment of shared enjoyment in the true spirit of Viennese art de vivre.

Highlights 2024 - Madrid

Reviving Progress

Introduced in the early 19th century, the concept of progress has since then defined the idea of development of an action "towards the better", suggesting a path for humanity and a meaning to history.
Today, confronted with the planet's limits and the irreversible impact of its actions on ecosystems, mankind must rethink advancements in technology, science, and social organization to continue improve human condition.
In a world increasingly driven by global noise and immediacy, a revived sound of progress must remain the ultimate chord of sustainable human development.