Nordic Pension Fund & Institutional Investors Conference
08.30 : Registration and Coffee
09.00 : Welcome & Opening Remarks
Fred Jaffe, Executive Director, Specialist Pension Services
09.05 : Session 1: Global Equities: Challenges & Opportunities
Moderator: Nina Movin, CEO, Otto Mønsted
Regina Chi, Vice President and Lead Portfolio Manager Emerging Markets Strategies, AGF Investments
Disruption and Implications for Emerging Markets Investing
Disruption is transforming and redefining economies and industries at an accelerating pace. Regina will discuss challenges facing companies, and how they can actively assess and embrace disruption to stay ahead of the disruptive curve.
Bernard Chua, Vice President, Senior Client Portfolio Manager, American Century Investments
The $80 Trillian Opportunity Set
A global perspective opens up a large opportunity set for investors. We discuss certain secular themes that we believe are in the early and transformative stages. Further, we shed a spotlight on a range of timely investment topics including indexing and incorporation of ESG risk.
- The argument for an active approach to global investing - an optimal solution for ESG integration
- Critical themes: key trends defining global healthcare; the digitization tsunami
10.15 : Coffee/Tea
10.45 : Session 2: ESG in Fixed Income & Opportunities in Aircraft Leasing
Joshua Kendall, ESG Analyst, Fixed Income, Insight Investment
Achieving Social and Environmental Impacts in Fixed Income Portfolios
More investors are interested in allocating towards positive impact themes. But what are the key considerations when managing a fixed income portfolio and what are the investment strategies available? This presentation shows how credit mandates can align with UN Sustainable Development Goals without compromising on financial performance.
Jochen Baltes, Managing Director, GOAL Aircraft Leasing and
Jochen Hörger, Managing Director, KGAL Aviation
Why Invest in Aircraft Leasing
- Long term growth potential in the aviation market
- Diversification of your investment portfolio
- Stable ongoing cash flows
Professor Jesper Rangvid, Professor of Finance and Co-director of Pension Research Centre, Copenhagen Business School; and Chair of a new panel of independent experts tasked with establishing assumptions for determining pension forecasts in Denmark.
Specifying Expected Returns for Pension Projections
This talk will present the work and conclusions from the new committee in Denmark tasked with establishing return assumptions for pension forecasts. Jesper will discuss why a committee was formed, how it works, as well as advantages and challenges. He will also be discussing consequences for expected pensions.
12.30 : Drinks and Lunch
13.40 : Session 3: Seeking Returns in Equity & Fixed Income
Moderator: Jauri Häkkä, Board Member, Association of Professional Investors (APFI); Principal, Widhaby Advisors
Raheel Altaf, Fund Manager, Artemis Investment Management
Emerging Market Equity Talk - exact topic tbc
High Yield and US Loans
15.00 : Coffee/Tea
15.20 : Session 4: Investor Case studies
This session will include diverse case studies and discussions to develop policy initiatives for Danish and Scandinavian pension funds or show case particular investment approaches.
16.30 : Drinks Reception & Close of Conference
This conference, conducted in English, aims to examine a range of investment strategies of interest to Nordic pension funds as well as to other institutional investors, foundations, family offices and private banks. We will seek to also review the latest trends and the outlook for investments whilst taking into account practical issues and requirements specific to Danish and other Nordic investors.
The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Kalvebod Brygge 5,
February 14, 2019 Le Meridien Piccadilly, London
March 7, 2019 Copenhagen Marriott
March 13, 2019 Le Meridien Piccadilly, London
March 21, 2019 Apollo Hotel, Amsterdam
April 10, 2019 Le Meridien Piccadilly, London
April 17, 2019 Le Meridien Piccadilly, London
May 9, 2019 Le Meridien Piccadilly, London
June 11, 2019 Dublin
June 18, 2019 Le Meridien Piccadilly, London
July 11, 2019 Le Meridien Piccadilly, London
September 5, 2019 Le Meridien Piccadilly, London
September 12, 2019 Le Meridien Piccadilly, London
September 24, 2019 Apollo Hotel, Amsterdam
October 3, 2019 7A Strandvägen, Stockholm
October 10, 2019 Le Meridien Piccadilly, London
November 7, 2019 Le Meridien Piccadilly, London
November 14, 2019 Le Meridien Piccadilly, London
November 21, 2019 The Met Hotel, Leeds
December 5, 2019 Le Meridien Piccadilly, London