Arhiva etichetelor: Horia Braun-Erdei

horia braun erdei erste am main

Horia Braun-Erdei, Erste Asset Management Romania: Nu lipsesc neaparat sectoare de pe bursa, ci reprezentanti de calibru. Industrialul, sectorul manufacturier, bunurile de larg consum, serviciile din sfera consumului, tehnologia, energia verde – sectoare cu reprezentare slaba, dar interesante pentru investitori. Erste Asset Management va lansa un fond care va investi in fonduri de private equity

“Cuvantul de ordine in acest an a fost diversificare din partea clientilor in produsele noastre. A fost primul an in care flow-urile catre fondurile cu componenta de actiuni au dominat covarsitor activitatea comerciala, deci interesul a fost din ce in ce mai mare pe produse cu equity (actiuni – n.r.)“, a declarat Horia Braun-Erdei, CEO Erste Asset Management Romania, la MIRSANU DEALMAKERS SUMMIT 2021, a patra editie a evenimentului organizat de catre jurnalul de tranzactii MIRSANU.RO.

“A fost interes din partea clientilor si pentru o diversificare internationala, fondurile grupului Erste Asset Management au avut pe partea de administrare de portofolii individuale o activitate comerciala efervescenta, dar si la nivelul investitiilor fondurilor pe care le administram in sectoare care nu erau prezente pe bursa locala, sectoare care nu erau acoperite pe fix income. Este imbucurator ca piata s-a diversificat atat pe equity, cat si pe segmentul instrumentelor cu venit fix“, afirma reprezentantul unuia dintre cei mai mari manageri de bani din Romania.

“Am fost activ in aceste deal-uri (din acest an de la Bursa de Valori Bucuresti – n.r.) chiar daca nu am investit in toate. De exemplu, intre deal-urile de fix income am investit in 10 emisiuni noi, in ce priveste IPO-urile am investit in 3, nu neaparat toate de pe piata locala, dar covarsitor pe piata locala. Am analizat toate oportunitatile oferite de aceasta piata“, mentioneaza Horia Braun-Erdei.

“Si as mai mentiona ca aceasta tema de investitii ESG devine tot mai interesanta si pentru noi ca buy side (cumparator/investitor – n.r.) din acele 10 emisiuni, 6 au fost cu emisiuni cu o componenta de ESG – green bonds si sustainability green bonds“, afirma reprezentantul Erste Asset Management Romania.

“Ne uitam din ce in ce mai mult la acest aspect, face parte din procesul de investitii si va deveni din ce in ce mai important probabil similar ratingurilor de credit pe care le fac agentiile si pe care investitorii le urmaresc ca si etalon, probabil ca si ratingurile de ESG vor deveni norma atunci cand e o decizie de investitii“, puncteaza Horia Braun-Erdei.

Intrebat ce sectoare lipsesc de pe bursa de la Bucuresti ca si tinte de investitii pentru un manager de fonduri, acesta a raspuns: “Nu neaparat lipsesc sectoare, dar lipsesc reprezentanti de calibru ai unor sectoare importante si nu unul singur. Urmarim sa capitalizam cresterea economica a Romaniei, a fost peste cea din alte tari europene. Din zona de industrial, manufacturing, din zona de bunuri de larg consum, a serviciilor de consum reprezentativitatea este destul de slaba. Iar sectorul de tehnologie ni l-am dori reprezentat la un calibru mai mare pe bursa pentru ca vedem in tehnologie o tema de investitii pe langa ESG dat fiind ca Romania este un jucator in acest sector“.

“Din zona ESG, energie verde, antreprenoriat social“, adauga Horia Braun-Erdei ca ar mai fi dorite companii noi pe bursa locala.

De asemenea, grupul financiar austriac Erste are in vedere largirea paletei de canale de investitii prin crearea altor vehicule investitionale.

“Este vorba de un proiect de a lansa un fond de fonduri de private equity pentru a oferi catre genul de clienti in principal instititutionali sau profesionali posibilitatea de a avea un acces diversificat dintr-un singur produs, diversificat atat pe vintage-uri, cat si ca acoperire geografica, si evident acoperire sectoriala. Inca nu a fost lansat proiectul, dar este in the making (in curs de realizare – n.r.).“, a mai spus Horia-Braun Erdei de la Erste Asset Management Romania in cadrul panelului de piete de capital al evenimentului MIRSANU.RO.

Partenerii MIRSANU DEALMAKERS SUMMIT 2021 sunt Immofinanz, Dentons, Bursa de Valori București, ING Bank România, Prefera Foods, Alro, Mazars, Schoenherr și DLA Piper România.

VIZUAL SUMMIT parteneri main

Horia Braun-Erdei, General Manager and President of the Board of Directors of Erste Asset Management Romania, speaker of MIRSANU DEALMAKERS SUMMIT 2021

Horia Braun-Erdei, General Manager and President of the Board of Directors of Erste Asset Management Romania, is one of the speakers of MIRSANU DEALMAKERS SUMMIT 2021 in the Capital Markets panel.

Horia Braun-Erdei is currently the General Manager and President of the Board of Directors of Erste Asset Management România, the largest local open-ended fund and discretionary portfolio management company based on assets under management and part of Erste Group. 

Horia joined Erste Asset Management in the current position as of November 2019 and Erste Group in 2017, when he was appointed Chief Economist and Head of Research within BCR, the largest Romanian bank at the time. Before that, Horia spent 9 years in NN Group (formerly part of ING Group), where he held various management roles, including that of Investments Head within ING Pensions, the market leader in private pension funds management in Romania, that of General Manager and Chief Investment Officer of the local branch of NN Investment Partners, as well as a stint filling the role of Chief Investment Officer of NN Investment Partners in the Czech Republic, as asset manager with over 4 billion EUR in assets under management. Horia’s career began in the National Bank of Romania, where he held positions in various departments specialized in macroeconomic and monetary analysis and where he also acquired his first experience in management as head of departments within the newly founded Macroeconomic Modelling and Forecasting Division.

Throughout his 19-year career in the financial industry, Horia was involved in a number of important projects, among which: the setting up of the required economic modeling, analysis and forecasting framework for the Romanian central bank’s adoption of the inflation targeting monetary policy regime under which it has been operating since 2005, the setting up from scratch of the investment department of the ING Pension Fund, the launch and the bank distribution of the first mutual funds of ING Group invested in the Romanian market, the centralization of the management of insurance and mutual fund portfolios from 4 countries (Czechia, Slovakia, Hungary and Romania) on a common, state-of-the-art platform.

On December 10, 2021, MIRSANU.RO transaction journal is hosting MIRSANU DEALMAKERS SUMMIT 2021, an event dedicated to the community of corporate transactions – mergers & acquisitions (M&A), financing, capital market transactions and real estate transactions.

The agenda of the event will be as follows:

09:50 – 10:00 Introduction by the event moderator

10.00 – 10.10 Keynote speaker

10.10 – 11.00 Panel on international macro trends and local trends that will shape the major corporate deals

11.00 – 11.50 Panel on the mergers & acquisitions (M&A) market

11.50 – 12.10 Study Case

12.10 – 13.00 Panel on corporate financing

13.00 – 13.20 Developments on the real estate market

13.20 – 14.20 Break

14.20 – 15.10 Roundtable panel on private equity & venture capital

15.10 – 15.30 Q&A ESG

15.30 – 16.20 Deals on the capital markets

16.20 – 16.30 Opportunities room

16.30 – 17.20 Debate: Buyers v Sellers

17.20 – 17.30 Event conclusions

The event’s partners are Immofinanz, Dentons, Bucharest Stock Exchange, ING Bank Romania, Prefera Foods, Alro, Mazars, Schoenherr and DLA Piper Romania.

If you are interested in attending this event, please contact us at: office@mirsanu.ro.

 

About MIRSANU.RO

MIRSANU.RO is the first Romanian media product consisting of news, analyses, interviews and opinions exclusively addressing transactions and industry professionals. We provide information on three main areas – mergers & acquisitions (M&A), financing, and capital market transactions. MIRSANU.RO is a B2B (BUSINESS TO BUSINESS) media product exclusively targeting executives, entrepreneurs, business owners, investors and funders, as well as a B2P (BUSINESS TO PROFESSIONALS) product, with information addressing the activity of the professional merger & acquisition (M&A) and overall deal making community, consisting of investment fund managers, lawyers, investment bankers, bankers, strategy consultants, auditors, as well as other transaction-related professional service providers.

VIZUAL MDS 2020 cu parteneri main

Horia Braun-Erdei, CEO Erste Asset Management Romania, speaker of MIRSANU DEALMAKERS SUMMIT 2020

Horia Braun-Erdei, CEO Erste Asset Management Romania, is one of the speakers of MIRSANU DEALMAKERS SUMMIT 2020. He will bring to the table the view of the biggest local asset manager in the panel of capital markets.

Horia Braun-Erdei is currently the General Manager and President of the Board of Directors of Erste Asset Management România, the largest local open-ended fund management company based on assets under management and part of Erste Group. Horia joined Erste Asset Management in the current position as of November 2019 and Erste Group in 2017, when he was appointed Chief Economist and Head of Research within BCR, the largest Romanian bank at the time. Before that, Horia spent 9 years in NN Group (formerly part of ING Group), where he held various management roles, including that of Investments Head within ING Pensions, the market leader in private pension funds management in Romania, that of General Manager and Chief Investment Officer of the local branch of NN Investment Partners, as well as a stint filling the role of Chief Investment Officer of NN Investment Partners in the Czech Republic, as asset manager with over 4 billion EUR in assets under management.

Horia’s career began in the National Bank of Romania, where he held positions in various departments specialized in macroeconomic and monetary analysis and where he also acquired his first experience in management as head of departments within the newly founded Macroeconomic Modelling and Forecasting Division.

Throughout his 18-year career in the financial industry, Horia was involved in a number of important projects, among which: the setting up of the required economic modeling, analysis and forecasting framework for the Romanian central bank’s adoption of the inflation targeting monetary policy regime under which it has been operating since 2005, the setting up from scratch of the investment department of the ING Pension Fund, the launch and the bank distribution of the first mutual funds of ING Group invested in the Romanian market, the centralization of the management of insurance and mutual fund portfolios from 4 countries (Czechia, Slovakia, Hungary and Romania) on a common, state-of-the-art platform.

On December 10, 2020, MIRSANU.RO transaction journal is hosting MIRSANU DEALMAKERS SUMMIT 2020, an event dedicated to the community of corporate transactions – mergers & acquisitions (M&A), financing, capital market transactions and real estate transactions.

The agenda of the event will be as follows:

11:00 – 11:05 Introduction by the event moderator

11.05 – 11.50 Panel on international macro trends and local trends that will shape the major corporate deals

11.50 – 12.35 Panel on the mergers & acquisitions (M&A) market

12.35 – 13.20 Panel on corporate financing

13.20 – 14.25 Roundtable panel on private equity

14.25 – 15.00 Break

15.00 – 15.45 Deals on the capital markets

15.45 – 16.30 Developments on the real estate market

16.30 – 17.15 Debate: Entrepreneurs v Investors

17.15 – 17.30 Event conclusions

The event’s partners are:

Event partners:ING Bank Romania, Bucharest Stock Exchange, NNDKP, Oresa, Mazars, Dentons, Reff & Asociații | Deloitte Legal,Ioana FilipescuStamboli, DLA Piper Romania, DeloitteRomânia.

Content partners: Colliers International Romania, WOOD & Co.

If you are interested in attending this event, please contact us at: office@mirsanu.ro,

About MIRSANU.RO

MIRSANU.RO is the first Romanian media product consisting of news, analyses, interviews and opinions exclusively addressing transactions and industry professionals. We provide information on three main areas – mergers & acquisitions (M&A), financing, and capital market transactions.

MIRSANU.RO is a B2B (BUSINESS TO BUSINESS) media product exclusively targeting executives, entrepreneurs, business owners, investors and funders, as well as a B2P (BUSINESS TO PROFESSIONALS) product, with information addressing the activity of the professional merger & acquisition (M&A) and overall deal making community, consisting of investment fund managers, lawyers, investment bankers, bankers, strategy consultants, auditors, as well as other transaction-related professional service providers.