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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
Chief Multi Asset Strategist
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

    Chief Multi Asset Strategist

    Javier Corominas

    Chief Multi Asset Strategist

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

    Javier Corominas is Chief Multi-Asset Strategist at Alpine Macro.
    Javier has over 20 years’ experience in active portfolio management and 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.
    Previously, Javier led global macro strategy at Oxford Economics where he was responsible for the firm’s view on Global Asset Allocation, both strategic and tactical. Prior to that, Javier spent a decade as head of research and then as FX and rates portfolio manager at Record Financial Group, one the UK’s largest multi-asset managers.
    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.

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