Annual Nordic Institutional Investor Forum

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


8:00 - 9:00 Registration and networking breakfast

9:00 - 9:35 Welcome and opening remarks

Welcome 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
Opening Remarks
  • 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

Discussion Points
  • 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)

Private Markets/Credit
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
Opportunistic and Event Driven Strategies
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
Directional and Market Neutral Strategies
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


Interviewed by
  • 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)

Private Markets
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
Systematic Strategies
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
Fundamental Strategies
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