The boundaries that have long defined markets, politics and technology are being tested. Political involvement in business has increased, national security and industrial policy are influencing corporate decision-making and the lines between public and private markets are becoming less distinct.
How is increasing political involvement influencing markets and investment decisions? Are national security considerations and industrial policies increasingly shaping private-sector decision-making? Will technology – through AI, blockchain and automation – continue to push the boundaries of innovation and economic progress?
We invite you to join us for a discussion about the outlook for 2026 and how investors can prepare for the challenges and opportunities that lie ahead.
Date: Thursday, January 22, 2026
Time: 12pm EST
Location: Ferreira's Cafe, 1448 rue Peel, Montreal, QC H3A 1S8
To register for the lunch, please click the below button. We kindly ask you to register/decline by 9 January 2026.
Mikio Kumada (Greek/Japanese) is an Executive Director at LGT Capital Partners in Tokyo. He serves as an Investment Strategist in the Asset Allocation & Research team, is a voting member of the LGT Endowment’s Tactical Asset Allocation (TAA) Committee and is also co-responsible for overseeing LGT Capital Partners entity in Japan. Prior to joining the firm, he worked for Bloomberg in Europe, among other roles. Mr. Kumada joined LGT Group in Liechtenstein in 2002 as a market analyst for the group’s treasury department and later transferred to asset management. Over the years, he has worked for the firm in Switzerland, Singapore, and Hong Kong. He is communicating economic research and investment strategy to clients, and regularly appears on CNBC and Bloomberg as a commentator. Mr. Kumada holds an MA in Political Science from the University of Vienna and is a Certified International Investment Analyst. He is fluent in English, German, Japanese and Greek.
Jérôme Baume (Swiss) is an Executive Director on the Multi-Asset Solutions team at LGT Capital Partners in New York. He is a member of the Tactical Group. Before joining the firm in 2018, Mr. Baume gained strategy consulting experience at McKinsey & Company serving pharmaceutical and health-care companies on a broad range of topics. He also had stints at Bank Julius Baer and EY where he worked on major banking projects. Mr. Baume holds an MA in Banking and Finance as well as a BA in Business Administration from the University of St. Gallen (HSG) and won various academic awards such as the Best Masters (MBF) Degree Award. He is fluent in German and English
If you have any questions about the event or your registration, please contact us:
Marjore Bragion (marjore.bragion@lgtcp.com, +1 973 738 2898)
LGT Capital Partners (USA) Inc.
1133 Avenue of the Americas, 30th floor I New York, NY 10036
www.lgtcp.com I lgt.cp.marketing.us@lgtcp.com
Copyright © 2026 LGT Capital Partners Ltd., All rights reserved.
Please read our Privacy Notice to learn about how we use the personal information you provide and the rights you have in relation to it.
This message and any attachments may contain confidential, proprietary or legally privileged information and is intended exclusively for the named addressee. Any dissemination, disclosure, copying, printing, retention or use by persons or entities other than the intended recipient is prohibited. If you have received this in error, please notify the sender and delete the material and any copies from your system.
This message is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any interest in any product. Any such offer or solicitation shall be made only to non-retail investors by means of a confidential legal document and only in those jurisdictions where permitted by law
Copyright © 2026 LGT Capital Partners Ltd., all rights reserved.