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Value Conference

17th ACATIS Value Conference, June 5th 2020, Livestream

Long live capitalism


Link for the Livestream:

Program Overview

Corinna Wohlfeil Moderation

10:05h - 11:00h
Dr. Hendrik Leber ACATIS Investment
Ein Lob dem Kapitalismus
Long live Capitalism

11:00h - 12:00h
Dr. Dr. Rainer Zitelmann Historiker, Politikwissenschaftler, Soziologe
Kapitalismus ist nicht das Problem, sondern die Lösung
Capitalism is not the Problem, but the Solution

12:00h - 12:30h
Prof. Dr. Ingo Beyer von Morgenstern Qilin Capital
Kapitalismus im Kommunismus - China auf dem Weg zur Weltmarktführerschaft
Capitalism under Communism - China on its Way to World Market Leadership

12:30h - 14:00h

14:00h - 14:45h
Dr. Lutz Krafft ChemAdvice
Marktkräfte treiben den Fortschritt - Innovation in der Landwirtschaft
Market forces drive Progress - Innovation in Agriculture

14:45h - 15:30h
Prof. Dr. Justus Haucap Düsseldorfer Institut für Wettbewerbsökonomie (DICE)
Kapitalismus braucht Regeln - Kartellrecht und digitale Monopole
Capitalism needs Rules - Cartel Law and Digital Monopolies

15:30h - 16:15h
Jeremy Grantham GMO
Dem Kapitalismus zum Ansehen verhelfen
Making Capitalism Praiseworthy

16:15h - 16:45h

16:45h - 17:30h
Prof. Dr. Andreas Löschel Centrum für angewandte Wirtschaftsforschung Münster (CAWM)
Es kostet nicht die Welt, die Erde zu retten
It won‘t Cost the World to Save the Earth

17:30h - 18:15h
Daniel Ineichen Schroder Investment Management
Auch Katastrophen haben ihren Marktpreis
Disasters also have their Market Price

18:150h - 18:30h
Dr. Hendrik Leber ACATIS Investment
Zusammenfassung der Erkenntnisse
Summary of the Day‘s Insights

The conference will be translated simultaneously into German/ English and Englisch/ German.





"Brave New World"

Three presentations from our annual Value Conference were simultaneously translated and recorded. You can find the videos on our YouTube playlist.

"Brave New World", Dr. Hendrik Leber, ACATIS
Is the world getting better or worse? On an intuitive level, everything seems to be getting worse - we are surrounded by criminals, inept politicians, unscrupulous captains of industry, cruel dictators and fanatic zealots. But in fact, when it comes to hunger, poverty, education and global peace, the world has significantly improved over the last decades and centuries. Technologies are now vastly accelerating the changes that are happening in the world. It is still not clear whether we will inhabit a concrete and overheated surveillance state dominated by hunger, or whether we will be able to live our lives on our own terms without a worry in the world. Our goal today is to sketch out the bandwidth of potential developments - and the resulting investment opportunities.

"Text Analysis in Portfolio Management - What Can you Do with 7.5 Billion Words?", Dr. Jörg Hering, ACATIS
U.S. companies publish thousands of annual reports, quarterly reports, and ad hoc announcements each year with important corporate information. In addition to relevant financial metrics, the reports include extensive textual information about a company‘s current position, ongoing product developments, and future opportunities and risks. ACATIS uses high-performance computers and automated text analysis to collect and analyze this wealth of information. Artificial intelligence tools recognize patterns in business figures and texts to identify future winners. The financial potential is enormous.

"The World inside the Bioreactor", Oliver Walker, evolva
Evolva solves the problems of natural supply chains using an approach from the 21st century, which combines biotechnology and fermentation. Evolva develops, manufactures and sells ingredients that offer many benefits for daily life but are only used to a limited extent due to their problematic procurement. The main ingredients are stevia, nootkatone and resveratrol. Nature and technology must go hand in hand to make the world a more sustainable place. Evolva’s mission is to make a contribution to this development.