Event

Investment Strategy Conference

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Join leading investors, asset managers, and real estate professionals at our new, Oxford Economics & Alpine Macro – Investment Strategy Conference, where we explore the evolving landscape of global markets. 

The event’s focus: identifying key risks and emerging opportunities shaping portfolios today and into 2026. Gain insights into macroeconomic shifts, interest rate trends, policy movements, tariffs, and sector performance across commercial and residential real estate. 

Starting with a macroeconomic outlook, we then follow this up with separate sessions targeted towards asset managers & real estate investors, leveraging our new relationship with Alpine Macro and our recently launched European Real Estate Forecasting Service. 

Don’t miss this opportunity to align your investment vision with the market’s next phase.  

Agenda

26 November 2025
09:00 – 13:00
Get Directions
09:00
Registration & welcome coffee
09:30
Global & European outlook: Navigating the crosscurrents of economic policy
Oliver Rakau
Oliver Rakau
Deputy Head Europe, Macro
10:20
Coffee break
Track 1Asset Management
10:50
Market implications in an age of fiscal profligacy and US exceptionalism
Javier Corominas
Director of Global Macro Strategy
A global macro tour covering Alpine’s key themes and major asset allocation calls
Bassam Nawfal
Chief Asset Allocation Strategist – Alpine Macro
Track 2 Real Estate
10:50
Commercial real estate outlook: Europe’s start on the road to recovery
Elizabeth Szep
Associate Director – Real Estate Economics Service
12:00
Networking Lunch
13:00
Close

Our Speakers

  • Oliver Rakau

    Oliver Rakau

    Deputy Head Europe, Macro

    Oliver Rakau

    Deputy Head Europe, Macro

    LinkedIn: https://de.linkedin.com/in/oliver-rakau-31a950ba/en

    Oliver is Oxford Economics’ Chief Germany Economist and Deputy Head of the European Macroeconomics team. He is based in its Frankfurt office and his research is focused on Germany, ECB policy and inflation. Prior to joining the company in 2017, he has been a senior economist for Deutsche Bank Research in Frankfurt for seven years working in its macroeconomic and industry teams. He holds a Master’s degree from London School of Economics.

  • Javier Corominas

    Javier Corominas

    Director of Global Macro Strategy

    Javier Corominas

    Director of Global Macro Strategy

    LinkedIn: https://www.linkedin.com/in/javier-corominas/

    Javier Corominas is Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well the tactical calls across all asset classes. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.

    Javier is a senior macro and multi-asset investment strategist with over 16 years’ experience in active portfolio management as well as in independent macro research.

    He has a background in macro-economic modelling and forecasting, portfolio optimization and risk budgeting, asset allocation (SAA and TAA), relative value models and global thematic investment research. This is coupled with a demonstrable track record in drawing conclusions for key asset markets, and developing profitable trade and investment strategies in FX, rates and the liquid asset classes.

    Prior to re-joining Oxford Economics, he was a Director and Head of Research at Record Currency Management, one of the largest institutional currency managers in the world, with pension funds, insurance companies, family offices and private equity houses as clients globally.

    Javier is regular commentator on currency, fixed income and broader global macro themes in the financial media/press and a regular speaker and presenter at global investment conferences and fora.

    Javier holds both a First-Class Degree and an M. Phil in Economics from Cambridge University. He has a keen interest in world history and all manner of racquet sports, and is also fluent in Spanish and French.

  • Bassam Nawfal

    Bassam Nawfal

    Chief Asset Allocation Strategist - Alpine Macro

    Bassam Nawfal

    Chief Asset Allocation Strategist - Alpine Macro

    LinkedIn: https://www.linkedin.com/in/bassam-nawfal-cfa/

    Bassam Nawfal is the Chief Asset Allocation Strategist. Prior to joining Alpine Macro, Bassam spent 6 years at PSP Investments, a large Montreal-based pension fund, where he played a key role in launching and managing a dynamic currency and asset allocation strategy. Previously, he had started his career at BCA Research, where he spent 8 years serving in various roles, including as a senior FX strategist. Bassam holds a BComm in finance from Concordia University, as well as the CFA designation.

  • Elizabeth Szep

    Elizabeth Szep

    Associate Director - Real Estate Economics Service

    Elizabeth Szep

    Associate Director - Real Estate Economics Service

    LinkedIn: https://www.linkedin.com/in/elizabeth-szep-cfa-8b973743/?originalSubdomain=ae

    Commercial real estate research professional who is passionate about utilizing data to understand trends and drive investor strategies across global markets. Background working on both the GP and LP sides of business and across all major property types and modes of access. Experienced in leadership, public speaking, writing, data analysis & visualization.

Register Now

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