Video replay of the event is available for SBAI Stakeholders only (login required)
Part 1: Welcome remarks; (11:20) Opening Remarks (Armi Taipale, FIN-FSA)
Part 2: Panel: Allocators Perspectives (AP1, Elo, Veritas & VER); (45:50) Guest Speaker (Ilkka Harju, Finnish Ministry of Finance)
Part 3: Fireside Chat: Emanuel Moench, Frankfurt School of Economics & Management
Part 4: Presentation: Abraham Lioui, EDHEC Business School
AGENDA
8:00 - 9:00 Registration and networking breakfast
9:00 - 9:35 Welcome and opening remarks
- Thomas Deinet, Executive Director, SBAI
- Stuart Fiertz, SBAI Trustee, Co-Founder, President & Director of Research, Cheyne Capital Management (UK) LLP
- Mikko Koivusalo, Head of Special Situations, Varma Mutual Pension Insurance Company
- Armi Taipale, Head of Capital Markets Department, Finanssivalvonta (Financial Supervisory Authority of Finland), FIN-FSA
9:35 - 9:45 SBAI Priorities 2022 Thomas Deinet, Executive Director, SBAI
9:45 - 10:35 Allocator Perspectives: The Future of Alternatives Portfolios
- The role of alternatives in the portfolio
- Perspective on asset classes/strategies/regions: what is attractive for 2022 and beyond?
- Public versus private markets: How to break the investment silo barriers?
- ESG: What are your expectations in alternatives?
- Helen Idenstedt, Head of External Partnerships & Innovation, AP1
- Mika Jaatinen, Portfolio Manager, Hedge & Equity Funds, Elo Mutual Pension Insurance Company
- Kari Vatanen, CIO, Veritas Pension Insurance Company
- Antti Vartiainen, Sr PM, VER
10:35 - 11:00 Networking break
11:00 - 12:20 Break-Out Session 1 – Allocation Priorities and Investment Theses (replay is not available)
Discussion Leaders
- Stuart Fiertz, SBAI Trustee, President, Cheyne Capital Management (UK) Ltd
- Tuomo Hietaniemi, Portfolio Manager, Private Debt Funds, Elo Mutual Pension Insurance Company
- Helen Idenstedt, Head of External Partnerships & Innovation, AP1
- Roman Kogan, Executive VP, Portfolio Manager, PIMCO
- Jukka Reijonen, Head of Alternative Investments, Ilmarinen Mutual Pension Insurance Company
- John Young, CIO, Orchard Global Asset Management
Discussion Leaders
- Chris Jones, CEO, Graham Capital LLP
- Henrik Kruse, Head of Distribution, abrdn
- Donald Pepper, Co-CEO, Trium Capital
- Iivo Paukkeri, Head of Investments, Aalto University Endowment
- Kai Rimpi, Head of Hedge Funds, Varma Mutual Pension Insurance Company
- Sapna Vir, Director of External Relationships, New Holland Capital
Disucssion Leaders
- Harold de Boer, MD, Head of Research & Development, Transtrend
- Mika Jaatinen, PM, Hedge and Equity Funds, Elo Mutual Pension Insurance Company
- Simon Judes, Co-CIO, Winton
- John Richardson, COO & General Counsel, Ionic Capital Management
- Antti Vartiainen, Sr Portfolio Manager, VER
- Kari Vatanen, CIO, Veritas Pension Insurance Company
- Pontus Von Essen, Head of Fxed Income, FX and Alpha, AP7
12:20 - 13:30 Lunch break
13:30 - 13:50 Guest Speaker, Ilkka Harju, Director, Tax Department, Finnish Ministry of Finance
13:50 - 14:00 SBAI and Responsible Investment, Maria Long, Research & Content Director, SBAI
14:00 - 14:30 Fireside Chat - Climate Change and Central Banks
- Emanuel Moench, Professor of Financial and Monetary Economics, Frankfurt School of Finance & Management
- Jason Mitchell, Co-Head of Responsible Investment, Man Group
14:30 - 14:50 Presentation: Chasing the ESG Factor, Abraham Lioui, Professor of Finance, EDHEC Business School
14:50 - 15:10 Coffee break
15:10 - 16:10 Break-Out Session 2: Responsible Investment (replay is not available)
Discussion Leaders
- Patrick Bronger, Expert Portfolio Manager, APG Asset Management
- Emlyn Palmer, Head of ESG Investing, Partner, Albourne Partners
- Vesa Syrjalainen, responsible Investment Analyst, Varma Mutual Pension Insurance Company
Discussion Leaders
- Gregoire Dooms, Product Manager, Head of Sustainability, Systematica Investments
- Eveliina Leino, Corporate Responsibility Specialist, Veritas Pension Insurance
- Alexandre Marquis, Director, Head of Client Portfolio Management, Unigestion
- Despina Xanthopoulou, Director, Business Development and Sustainability, Lynx Asset Management
Discussion Leaders
- Rosie Conder, Responsible Investment Manager, CQS (UK) LLP
- Jason Mitchell, Co-Head of Responsible Investment, Man Group
- Ann-Sofie Odenberg, Head of Sustainability, Brummer & Partners
16:10 Closing remarks followed by reception