2023 Annual Nordic Institutional Investor Roundtable

Join us for a full day in-person event and hear from industry leaders  discussing Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment.



08:00: Registration and Networking Breakfast

09:00: Welcome Remarks

  • Thomas Deinet, Executive Director, SBAI
  • Markus Aho, Chief Investment Officer, Varma Mutual Pension Insurance Company

09:20: Opening Remarks

  • Armi Taipale, Head of Capital Markets Department, FIN FSA

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? 


Carbon Foot printing
  • Existing frameworks and methodologies 
  • Application to alternatives 
  • Regulation and reporting 
  • How to measure impact and progress
ILS and Catastrophe Risk
  • Has risk been re-priced? 
  • Where are the opportunities? 
  • How does ILS fit in a diversified portfolio? 

12:20: Lunch

13:30: Guest speaker

  • Ilkka Harju, Director, Tax Department, Finnish Ministry of Finance

13:50: SBAI Working Group 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: Closing Remarks 

14:50: Break: Move to breakout rooms

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
How to be an Active Owner
  • Proxy voting
  • Fiduciary conflicts
  • Methods of engagement 
  • Collaboration mechanisms

16:15: Reception


More details and Speaker announcements to follow.