Join us for a full day in-person event and hear from industry leaders discussing Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment.
Agenda:
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
- Now the R and C of BRIC is problematic which EMs are interesting?
- Where is the new frontier of EM investing?
- Existing frameworks and methodologies
- Application to alternatives
- Regulation and reporting
- How to measure impact and progress
- 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
- What does 2023 hold for credit investing?
- Private vs Public markets
- Impact of inflation and interest rate changes
- Proxy voting
- Fiduciary conflicts
- Methods of engagement
- Collaboration mechanisms
16:15: Reception
More details and Speaker announcements to follow.