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EDUCATION

Macroeconomic and Geopolitical Issues for Investors in 2025

Die Ergebnisse bisheriger Wahlen in den USA und anderen Ländern, der beginnende Wahlkampf in Deutschland sowie regionale Konflikte beeinflussen deutlich unsere Wirtschaft. Gewinnen Sie einen Einblick in die Kapitalmarkt-Aussichten für das kommende Jahr. Berücksichtigen Sie die sehr unterschiedlichen Investitionsmöglichkeiten und die mögliche Wert-Entwicklung einzelner Anlageklassen. Nutzen Sie diese Erkenntnisse für die Kapitalallokation Ihrer Investoren und Ihr eigenes Portfolio.

 

Tauschen Sie sich im Anschluss an das Programm bei Getränken und Snacks mit Kollegen aus und knüpfen Sie neue Kontakte. Auch Gäste sind herzlich eingeladen, mehr über 100 Women in Finance zu erfahren und sich als neues Mitglied anzumelden.

 

Dieses Programm wird in deutscher Sprache durchgeführt.

Recent elections and regional conflicts are casting a shadow on the national economy and financial markets. Gain perspective on the outlook for the year ahead. Consider the investment opportunities on the horizon and how specific asset classes may perform. Take these insights into account for capital allocations for your clients, your firm and your own portfolio.


Exchange views with colleagues as you network over drinks and snacks, following the program.


Guests are invited to learn more about 100 Women in Finance here and join as a new member here.


This program will be conducted in German.

DATE

30 January 2025

TIME

6:00 PM Registration

6:30 PM Event Begins

The program will begin promptly at 6:30 PM; please allow time to get through building security and to register before the event begins.

LOCATION

J.P. Morgan Germany Offices

Taunustor 1

Frankfurt, 60310, Germany

PARTICIPANTS

Dr. Ulrich von Auer

J.P. Morgan Private Bank

Opening Remarks


Ina De

J.P. Morgan Investment Bank


Gregor Eder

Union Investment


Angela Müller-Valkyser 

Tresono Family Office AG


Alexandra von Kalnein

Natango Invest GmbH

Moderator

HOST

J.P. Morgan Private Bank Germany

wwwprivatebank.jpmorgan.com

RSVP NOW

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.

 

When you register or are registered for this event you will be Subscribed to 100WF’s Mailing List. You may unsubscribe at any time by clicking the "Unsubscribe" link in any 100WF invitation or announcement.


If you have any questions about this event, please contact germany@100women.org.



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This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

 

Space is limited. No walk-ins will be permitted.

 

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Photographs, including of participants, may be taken during our events and used on our website and social media.

BIOGRAPHIES

Dr. Ulrich von Auer

Head of Portfolio Management Germany, J.P. Morgan Private Bank

 

Dr. Ulrich von Auer, Managing Director, leads the Portfolio Management of J.P. Morgan Private Bank in Germany. Together with his team, he manages discretionary mandates and provides clients with advice on investment ideas and strategies. Before joining the Private Bank in 2010, Dr. von Auer worked for over eleven years in the fixed income portfolio management of J.P. Morgan Asset Management in Frankfurt and London. He began his career at J.P. Morgan in 1998. Dr. von Auer earned his doctorate degree in economics from the University of Tübingen. He lives in Frankfurt.

 

Ina De

Vice Chairman, J.P. Morgan Investment Bank

 

Ina has over 35 years of experience at J.P. Morgan in London, where she currently serves as Vice Chairman of the Investment Bank. Previously, she was Global Co-Head of the Strategic Investor & Financial Sponsor Coverage Group, advising private equity and infrastructure clients on mergers, acquisitions, and capital raising.

 

Ina has been advising private equity clients since 2019 and before that, she led J.P. Morgan Cazenove, the UK investment banking arm, for six years. Her past roles include Co-Head of Equity Capital Markets for EMEA and leadership positions in debt capital markets and derivatives. She began her career in derivatives research and is a member of J.P. Morgan’s European Philanthropy Council.

 

Financial News recognised Ina as one of the 50 Most Influential People in Private Equity in EMEA for each year since 2020 and as one of the 100 Most Influential Women in Finance for thirteen years, most recently 2024. 

 

Ina is also involved in philanthropy and education, serving on the Governing Body of the Royal Academy of Music, as a trustee of The Samuel Courtauld Trust, and on the Development Committee of the Prince’s Teaching Institute.

 

Gregor Eder

Senior Economist, Union Investment

 

Gregor Eder joined the Portfolio Management at Union Investment as a senior economist in March 2019. The analysis of economic developments in the US (including the monetary policy of the Federal Reserve) and the implications for financial markets are the main focus of his work. Furthermore, he also strengthens Union Investment´s efforts on thematic research. Before joining Union Investment, Gregor spent ten years as a senior economist in the economic research department at Allianz, initially working on emerging markets before moving on to Germany. From 1999 to 2006, he was an analyst in economic research at Dresdner Bank, working on emerging markets and country risk analyses, and was the bank's head of industrialized countries research from 2006 until he joined Allianz. Gregor studied economics at the University of Karlsruhe and the University of Gothenburg, Sweden. Key areas of his studies included international economics, monetary policy and monetary theory.

 

Angela Müller-Valkyser 

Board Member, Tresono Family Office AG

 

Angela Müller-Valkyser is a qualified banker and family officer with a Frankfurt School of Finance degree. With her long-standing career at Deutsche Bank, she has over 25 years of experience with wealthy families and business clients in all matters of financing and asset management. As a managing director, she was responsible for managing large family fortunes and working with principals and their family offices for several years before taking on the co-leadership of Wealth Management Germany at Berenberg in 2018. At TRESONO, she has been responsible for the Family Office business as a member of the management team since October 2019 and was appointed to the board on April 1, 2020. She is also actively involved in the board of two charitable foundations. Angela Müller-Valkyser is married and has an adult daughter.


Alexandra von Kalnein

Founder & Managing Director, Natango Invest GmbH

 

Alexandra von Kalnein has been working in institutional fund sales in Germany, Austria, Benelux and France for more than 20 years. She started her career at Dresdner Bank in Paris; further career stations were JP Morgan IM, Deutsche AM, MM Warburg & CO and AXA IM, where she was responsible for the institutional business in Germany. In 2024 she set up her own third party marketing company in Frankfurt. Alexandra von Kalnein is an accomplished product specialist for most asset classes, holds an MBA from Florida International University, Miami, USA, speaks four languages and is accredited by the Financial Conduct Authority (UK).

ABOUT


J.P. Morgan 

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.0 trillion in assets and $345 billion in stockholders’ equity as of December 31, 2024. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.


100 Women in Finance

100 Women in Finance is a global nonprofit membership organization established in 2001, committed to advancing women in the finance industry to achieve their professional potential at every career stage. Our diverse membership spans 30+ locations worldwide and is fueled by a network of global volunteers and corporate partners who collaborate to deliver our education, peer engagement, and impact initiatives. We strengthen the global finance industry by enabling female talent to attain roles that reflect their capacity to serve as executives and investors. Vision 30/40 is our guiding principle in which women will hold 30% of senior investment and executive roles by 2040. Visit 100women.org to learn more.

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