2017 Speakers

Brigitte Baumann is the founder and CEO of Go Beyond Early Stage Investing, which enables novice investors to access angel investing as an asset class through its platform, tools, training, and expert angels. Previously, she served as CEO and director at iWORLD Group, a developer of mobile
content; senior vice president and general manager, Internet at American Express (Amex) Corporate Services; United States and Canada president at Gemalto, a leader in smart-card technology and applications; and senior engagement manager at McKinsey & Company Inc. Ms. Baumann is a Business Angel and the recipient of the 2015 European Investor of the Year from the European Business Angels Network (EBAN). She serves as president emeritus of EBAN and chairs the Young Presidents Organization’s global angel investing group. Ms. Baumann holds a BSc in chemical engineering from Tufts University and an MBA in finance from the Wharton School at the University of Pennsylvania.

Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Leonard N. Stern School of Business at New York University, where he teaches corporate finance and valuation to MBAs, executives, and practitioners. He is the author of four books on valuation, three books on corporate finance, and three books on portfolio management, and he was co-editor of the book Investment Management with Peter Bernstein. Professor Damodaran has published articles in a number of journals, including the Journal of Financial and Quantitative Analysis and the Journal of Finance. He was named the most popular US business school professor in a 2011 survey by Businessweek. Professor Damodaran also writes a popular blog, Musings on Markets. He holds an MBA and a PhD from the University of California, Los Angeles.

Harald Edele, CFA, joined CFA Society Germany as Director Capital Markets & Regulation in July 2016.
Edele is a proven expert with more than 20 years of professional experience in finance and investment. Before joining CFA Society Germany, Harald Edele worked for zeb Consulting, a management consultancy specializing in financial services. Previously he was Head of Asset Management at Raiffeisenbank Reutte, the second largest cooperative bank in Austria. Before that he was Head of Structured Products and senior fund manager at HSBC Global Asset Management in Duesseldorf, where he was responsible for the development and management of mutual and special funds. Prior to that Harald Edele worked abroad for Deutsche Bank’s Asset Management operations.
Harald Edele holds a diploma in Business Administration as well as an MBA from Henley Management College. He has been a Chartered Financial Analyst since 1999.

Jochen Felsenheimer is a managing director at XAIA Investment GmbH. Prior to cofounding XAIA, he served as the head of global credit strategy research at UniCredit Group. Dr. Felsenheimer is the author of several books and research articles focusing on credit derivatives, credit markets, and topics concerning macroeconomics. He holds a PhD in macroeconomics.

Foad Forghani is the founder and owner of Forghani Negotiations. As a negotiation expert, he advises German and international companies and institutions in preparing for and implementing demanding and complex negotiations. Mr. Forghani gained negotiation experience from sensitive economic situations, has assisted companies in cases involving kidnappings and extortion, and has supported government authorities in political negotiations. He has published two books on the art of negotiation, and he has made media appearances and spoken on the role of a ghost negotiator. Mr. Forghani holds a postgraduate certificate in business administration from Herriot Watt University in Edinburgh.

Michael Fraikin is global head of research for Invesco Quantitative Strategies. Previously, he has served as director of portfolio management and portfolio manager for European equities at Invesco. Mr. Fraikin began his investment career as an analyst in buy-side research for European equities at Commerzbank and became deputy head of the quantitative research team at Commerzbank Asset Management. He received a bachelor of arts (hons) from the University of Reutlingen and Middlesex University London within the Combined European Study Program and an MS in accounting and finance from the London School of Economics.

Ellen Frauenknecht is a business journalist and anchorwoman for leading European media groups in both German and English. In this role, she has interviewed thousands of decision makers in business, politics, and society. Ms. Frauenknecht has regularly attended the World Economic Forum in Davos and hosted a daily show with the annual meeting’s most influential speakers. The show was broadcast on screens across the World Economic Forum’s conference halls, on Swiss national television, and on CNBC. She has also acted as CNBC’s chief ECB correspondent.

George Friedman is the founder and chairman of Geopolitical Futures, an online publication that explains and forecasts the course of global events. Previously, he served as chairman of Stratfor, a private intelligence firm. Dr. Friedman is a New York Times bestselling author whose books include The Next 100 Years, The Next Decade, America’s Secret War, The Future of War, and The Intelligence Edge. His most recent book, Flashpoints: The Emerging Crisis in Europe, forecasts the events currently being seen in Europe stemming from economic, immigration, and political issues. Dr. Friedman has briefed numerous military and government organizations in the United States and overseas and appears regularly as an expert on international affairs, foreign policy, and intelligence in major media. He holds a bachelor’s degree from the City College of the City University of New York and a PhD in government from Cornell University.

Richard F. Hokenson is the founder of the independent consulting firm, Hokenson & Company, where he specializes in the analysis and forecasting of global demographic trends and their associated economic, industry, and investment implications. In this role, he has served as senior managing director of global demographics for Evercore ISI and has been affiliated with the Gerson Lehrman Group and the CLSA (Credit Lyonnais Securities Asia) University Program. Previously, Mr. Hokenson served as the director of the Global Demographics Project at Credit Suisse First Boston, as the chief economist at Donaldson, Lufkin & Jenrette, and as senior economist at Merrill Lynch Economics and at Data Resources Inc. He is a member of the International Union for the Scientific Study of Population and a trustee of the Population Reference Bureau, where he is also a member of the executive committee and chair of the investment committee. Mr. Hokenson is also a member of the Society of Labor Economists, the Population Association of America, and the American Economic Association. His writings have appeared in such publications as the Municipal Finance Journal, the Global Guide to Investing, and the China Economic Quarterly, among others. Mr. Hokenson holds an undergraduate degree in economics from the University of California at Berkley and an MA in economics from the University of Michigan. He did his PhD research at New York University.

Klemens Höppner, CFA, is an international partner at the Conscious Business Institute and member of the board at Minerva Spezialinvestment AG. As a leadership coach and facilitator, he helps executives and their teams increase their capacity for authenticity, self-awareness, and self-leadership to become more present and agile in their leadership roles in today’s volatile, uncertain, complex, and ambiguous world. Mr. Höppner also supports teams and organizations in moving through change processes. In his career, he has been involved in investment management in various capacities, conducted business in over 25 countries on five continents, and lived and worked in Germany, Japan, and the United States.

Jonas Kjellberg, one of the creators of SKYPE, is also the former head of internet investments at Kinnevik, where he was part of transforming Kinnevik by investing more than 700M EURO into new Internet giants Zalando, Rocket Internet, Avito, Lamoda, Jabong, and HelloFresh.
Jonas specialized in developing a fundamental understanding for how product, sales and profitability must interact in order to create a successful business. He supports management teams in developing their overall sales strategy and a winning sales culture. Organizations today face new demands as customer satisfaction is becoming more and more transparent with users increasingly sharing their experiences. He is a popular lecturer at Stanford University and Stockholm School of Economics where he lectures on entrepreneurship and how to create exponential growth. He is also one of the authors of the book, Gear Up, written together with Harvard andStanford professors. Jonas has a MBA from Uppsala University and an engineering degree from the Royal Institute of Technology in Stockholm. Jonas is also an experienced Venture investor: Jonas was assigned to build Kinneviks internet investment arm, with success investments in Zalando, Rocket Internet, HelloFresh, Avito, Yell, Dafiti, Lamoda. Jonas was also the Chairman for iCloud, sold to Apple and Founder of Player:IO.

Lena Komileva is managing partner and chief economist at G+ Economics, an international market research and economic intelligence consultancy based in London. She has spent two decades advising CEOs in banking, custodial, brokerage, and financial consulting services as head of market economics for the largest European government bonds broker in the world, as a regular voice at policy and industry forums, and as an economic adviser, working with such institutions as the World Gold Council, McKinsey & Co., and the UK Parliament. Ms. Komileva’s research focuses on monetary policy, international finance, capital flows, financial innovation, and regulation. She is a regular commentator for Bloomberg, the Financial Times, the Wall Street Journal, Reuters, the BBC, and other media outlets. Ms. Komileva has a BA in economics and an MSc in economics from the London School of Economics.

Hendrik Leber is the founder of ACATIS Investment GmbH. Previously, he worked for the management consultancy firm, McKinsey & Company, and for Bankhaus Metzler. Dr. Leber studied business administration at Saarbrücken, the University of St. Gallen, Syracuse University, and University of California, Berkeley. He holds an MBA in finance and accounting from Syracuse University and a doctorate from the University of St. Gallen.

Karolien Notebaert is the founder and CEO of One Step Ahead—Notebaert Consulting, a company that translates the most recent findings of neuroscience into practice through leadership development trainings, keynotes, and books. Her field of expertise is self-regulation as a key strategy to attaining a healthy cognitive peak performance and increasing personal agility. Dr. Notebaert is the bestseller author of the F.A.Z. book How the Brain Brings Peak Performance and of various scientific publications. She also teaches at several top business schools worldwide. Dr. Notebaert holds an MA in economics and neuroscience and a PhD in cognitive neuroscience.

Christophe Roehri is managing director and deputy CEO at TOBAM. Previously, he worked at Fortis Investments, where he was in charge of French institutional investors, and at Amundi (previously Crédit Agricole Asset Management), where he developed the institutional client base. Prior to his European-based roles, Mr. Roehri held different positions for Credit Lyonnais, both in the United States, where he developed the bank’s corporate banking activities in New York, and in Asia, where he was involved in corporate finance and leveraged loans for Asian-based subsidiaries of European corporates. Mr. Roehri majored in finance at the EM Lyon Business School.

Florian Schuhbauer is founding partner of Active Ownership Capital (AOC). Prior to establishing AOC, he was partner at Triton Partners, where he built up the public equity practice. Mr. Schuhbauer started his career at Dresdner Kleinwort Benson, holding positions in risk management and equity research. Afterwards, he built up Newtron AG, a software company that developed software to optimize strategic sourcing processes. Mr. Schuhbauer then became chief financial officer and executive vice president of DHL Global Mail in the US, a subsidiary of Deutsche Post AG. He has also served as partner and portfolio manager at General Capital Group/Active Value Investors. Mr. Schuhbauer holds a masters in finance and business administration from the Frankfurt School of Finance and Management.

Omar Selim is the founder and CEO of Arabesque, the environmental, social, and governance quant asset management firm that uses self-learning quant models and big data to assess the performance and sustainability of globally listed equities. Previously, Mr. Selim held senior positions at UBS, Morgan Stanley, Credit Suisse, and Barclays. At Barclays, he served as a member of the European Management Committee and of the Swiss Supervisory Board, and he initiated the project that led to the creation and development of Arabesque, which was established through a management buyout.

Susan Spinner, CFA, is the CEO of CFA Society Germany, the largest professional association for investment experts in Germany. To this role, Susan brings almost 25 years of experience in the investment industry, with a focus on international capital markets and portfolio management and analysis. In Germany, Susan has worked in senior roles for various Commerzbank entities in Frankfurt, for the Landesbank in Hamburg and for Dresdner Bank in Berlin. In addition, she was a Director for Global Financial Products for the Bank of Montreal in Chicago, USA. Before assuming the role of Managing Director for the CFA Society Germany, Susan was a founding board member of the Society in 2000. She conducts ethics training at various German universities and lectures at Goethe Business School the master of finance class “Ethics in Finance“.

Roger Urwin is global head of investment content at Towers Watson, where he leads the firm’s work on transformational change. Previously, he served as global head of the investment practice at Towers Watson, and he started Watson Wyatt’s investment consulting practice. Mr. Urwin has also headed the Mercer investment practice and led the business development and quantitative investment functions at Gartmore Investment Management. He is involved with the Willis Towers Watson thought leadership group (Thinking Ahead Group) and is cofounder of the Thinking Ahead Institute. Mr. Urwin also serves as advisory director at MSCI and chair of the Advisory Council for the CFA Institute Future of Finance initiative. He is the author of a number of papers on asset allocation policy, manager selection, and governance and sustainability. Mr. Urwin has a degree in mathematics and a master’s degree in applied statistics from Oxford University.

Theo Weber is managing director and head of origination of private debt at BlackRock International Fixed Income, where he is responsible for sourcing and executing middle-market direct-bond investment opportunities in the German market. Prior to joining BlackRock, Dr. Weber was head of GE Capital’s leveraged finance team in Germany, where he covered the German private equity market, led mid-market transactions in leveraged finance, and was responsible for the GE/Ares joint venture in Germany, Austria, and Switzerland. Previously at GE Capital, he was responsible for healthcare investments (equity and debt). Dr. Weber also led Deloitte and PwC’s private equity advisory practices, closing several first-time deals for UK private equity funds in Germany. He graduated from University Erlangen-Nuernberg and holds a PhD from University of St. Gallen, Switzerland.

Gary Baker is managing director of Europe, the Middle East, and Africa (EMEA) and leads the EMEA team to deliver measurable value to CFA Institute stakeholders and constituents throughout the region. He is responsible for the strategic direction of the EMEA region and strengthening relationships with our 40 member societies, as well as with institutions, universities, regulators, and institutional partners. In his role, Baker aims to strengthen the voice of CFA Institute on behalf of members to key stakeholders in the region. He is responsible for supporting CFA Institute policy development in EMEA, advancing the impact of advocacy efforts, and supporting EMEA member societies in delivering value to members and candidates. He also has a key focus on increasing charterholder commitment to continuing education. Baker additionally has management responsibility for Research functions across CFA Institute including Financial Analysts Journal, Future of Finance and the Research Foundation. Baker is based in London. Baker has been engaged in financial market investment research for the past 30 years with a highly successful track record in a wide range of sell-side strategic, analytic, and management roles. He previously worked at Merrill Lynch for 20 years in a number of global roles, including managing director and Chief European Equity Strategist. Most recently, he was Deputy Head of Research with Jefferies in London. During his career, Baker has been a leader in country, regional, and global roles across Europe, Asia, Australia, and the United States. He holds a master’s degree in geography from Cambridge University and earned the CFA charter in 1997.