Join us for a full day in-person event and hear from Nordic industry leaders discussing Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment.
Note: replay is available to SBAI stakeholders only. Please login to see watch the videos.
Event Replay:
Agenda:
08:00: Registration and Networking Breakfast
09:00: Welcome Remarks
Thomas Deinet, Executive Director, SBAI
Markus Aho, CIO, Varma Mutual Pension Insurance Company
09:20: Opening Remarks
09:35: SBAI Priorities 2023
Thomas Deinet, Executive Director, SBAI
09:45: Allocator Perspectives: The Future of Alternatives Portfolios
- Impact of Rising Interest Rates on Portfolio Construction and Alts
- Role of Alternatives
- Private and Public Markets
Mika Jaatinen, Portfolio Manager, Elo Mutual Pension Insurance Company
Iivo Paukkeri, Head of Investments, Aalto University Endowment
Jarkko Soikkeli, Head of Strategy and Allocation, Varma Mutual Pension Insurance Company
Laura Wickström, Deputy CIO, Veritas Pension Insurance
10:35: Networking Break
11:00: Interactive Breakout Sessions
Emerging Markets
- Now the R and C of BRIC is problematic which EMs are interesting?
- Where is the new frontier of EM investing?
Ed Cole, Managing Director, Discretionary Investments, Man Group
Dominic Bokor-Ingram, Portfolio Manager, Fiera Capital (UK) Ltd
Anthony Kettle, Partner and Senior Portfolio Manager, BlueBay Asset Management
Carbon Foot printing
- Existing frameworks and methodologies
- Application to alternatives
- Regulation and reporting
- How to measure impact and progress
Ann-Sofie Odenberg, Head of Sustainability, Brummer & Partners
Marc Van Loo, Investor Relations, Transtrend
Nicolas Rousselet, Head of Business Development, Boussard and Gauvaudan Investment Management
ILS and Catastrophe Risk
- Has risk been re-priced?
- Where are the opportunities?
- How does ILS fit in a diversified portfolio?
Lorenzo Volpi, Deputy CEO, Leadenhall Capital Partners
Aaron Garcia, Head of Investments, Hiscox ILS
Michael Hamer, Partner and Senior Analyst, Albourne Partners
12:20: Lunch
13:30: Guest speaker
Ilkka Harju, Director, Tax Department, Finnish Ministry of Finance
13:50 SBAI Collaboration Update
Thomas Deinet, Executive Director, SBAI
14:00: Keynote Speaker: Climate Change the Road to Net Zero
Dr Ajay Gambhir, Senior Research Fellow, Imperial College London Grantham Institute
14:45 - 14:50: Closing Remarks
15:10: Interactive Breakout Sessions
Private Market and Credit Strategies
- What does 2023 hold for credit investing?
- Private vs Public markets
- Impact of inflation and interest rate changes
Stuart Fiertz, President and Co-founder, Cheyne Capital Management
Hitesh Kumar, Senior Portfolio Manager, Orchard Global Asset Management
Alan Shaffran, Senior Portfolio Manager, Magnetar Capital (UK) LLP
Harsh Srivastav, Senior Vice President & Portfolio Manager
How to be an Active Owner
- Proxy voting
- Fiduciary conflicts
- Methods of engagement
- Collaboration mechanisms
Manuela Cedarmas, Head of ESG and Impact Strategies , Investcorp Tages
Hampus Hårdeman, Sustainability Director, Brummer & Partners
Joe Mares, Portfolio Manager, Trium Capital LLP
Will the Opportunities for Macro Trend Strategies persist in 2023?
- Volatility Trends
- Opportunities in Commodities
- Are these Strategies Portfolio Diversifiers?
Thomas Dobler, Senior Vice President, Portfolio Manager, Multi-Asset Class Strategies, Acadian Asset Management
Razvan Remsing, Director of Investment Solutions, Aspect Capital Limited
François Rivard, Chief Executive Officer, Innocap Investment Management Inc.
Stephane Vial, Head of Investor Relations, EMEA, Capital Fund Management
16:15: Reception