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.

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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.

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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.

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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.

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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.

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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 Maagement. 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.

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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.

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Nicolas Jullien

Global Head of Fixed Income, Candriam

Global Head of Fixed Income, Candriam Nicolas Jullien is Global Head of Fixed Income at Candriam, leading its fixed income expertise and team since January 2025. He joined Candriam in 2007, has headed High Yield & Credit Arbitrage, and held roles including Deputy Global Head of Credit and portfolio manager. Nicolas Jullien holds master’s degrees in actuarial and financial sciences and is a CFA charterholder.

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Workshops

12:30

Arrival – Walking lunch
14:00
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. Nicolas Jullien, Global Head of Fixed Income, Candriam
15:15
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16:15
From convictions to opportunities Workshop series
- 1. Investing in Credit Markets: Directional
  
  First name Name
  
  Job title
- 2. Global Equity : Sustainable World / Quant
  
  First name Name
  
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- 3. Liquid Alts : Equity Market Neutral
  
  First name Name
  
  Job title
16:30
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17:30
2nd series of 3 workshop
- 1. Investing in Credit Markets : L/S
  
  First name Name
  
  Job title
- 2. Global Equity : Healthcare
  
  First name Name
  
  Job title
- 3. Liquid Alts : Merger Arbitrage
  
  First name Name
  
  Job title
20:30

Gala Dinner at Belevedere

The Belvedere is 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

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
Topic #3
- First name Name
  
  Job title
12:30

Lunch
14:00
Topic #4
- First name Name
  
  Job title
15:00
Listening to Ice: Science, Signals, and Responsibility
- Heidi Sevestre
  
  Glaciologist

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

Departure from the Hotel

Décrire le programme (Déborah)

13:00

Lunch at the restaurant

Accompanying guests will enjoy a fantastic two-day program filled with engaging activities.

Accompanying guests will enjoy a fantastic two-day program filled with engaging activities and unique experiences designed especially for them. Accompanying guests will enjoy a fantastic two-day program filled with engaging activities and unique experiences designed especially for them.

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.