CONFERENCE DETAILS

 

Nordic Pension Fund & Institutional Investors Conference
 

 

7 March 2019
Marriott, Copenhagen

Programme

  

Nordic Pension Fund & Institutional Investors Conference


08.30    :    Registration and Coffee

 

09.00    :    Welcome & Opening Remarks

 

FredFred Jaffe, Executive Director, Specialist Pension Services

 

 

 

  

09.05   :      Session 1:  Global Equities: Challenges & Opportunities

 

Nina MovinModerator: Nina Movin, CEO, Otto Mønsted

 

 

                 

                  

 

Regina ChiRegina 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 ChuaBernard 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

 

headshotModerator: tbc

 

 

  

Joshua KendallJoshua 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 BaltesJochen Baltes, Managing Director, GOAL Aircraft Leasing and  

 

 

  

Jochen HorgerJochen 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

 

 

Keynote Presentation

 

Jesper RangvidProfessor 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

 

 

Jauri HakkaModerator: Jauri Häkkä, Board Member, Association of Professional Investors (APFI); Principal, Widhaby Advisors

 

 

 

   

Raheel AltafRaheel Altaf, Fund Manager, Artemis Investment Management

 

Emerging Market Equity Talk - exact topic tbc

 

 

 

headshotSpeaker 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

Purpose

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. 

Cost

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.

Venue

Copenhagen Marriott

Kalvebod Brygge 5, 

1560 København, 

Denmark

website

 

 

FUTURE
CONFERENCES

 

Investment Strategies for Pension Funds

February 14, 2019                           Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 7, 2019                              Copenhagen Marriott

Local Authority Pension Fund Investment Issues 

March 13, 2019                              Le Meridien Piccadilly, London   

Annual Investment Strategies for Dutch Pension Funds            

March 21, 2019                              Apollo Hotel, Amsterdam

Fiduciary Management & Investment Governance for Pension Funds                   

April 10, 2019                                Le Meridien Piccadilly, London 

Annual DC Pension Investment Developments & Current Issues

April 17, 2019                                Le Meridien Piccadilly, London 

ESG & Sustainable Investment Strategies for Pension Funds

May 9, 2019                                    Le Meridien Piccadilly, London   

Irish Pension Fund Investment & Current Issues             

June 11, 2019                              Dublin

Infrastructure & Real Asset Investment Strategies for Pension Funds

June 18, 2019                                Le Meridien Piccadilly, London 

Investment Strategies & Cash Flow Management for Maturing Pension Funds             

July 11, 2019                                    Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds  

September 5, 2019                            Le Meridien Piccadilly, London 

Alternative & Innovative Investment Strategies Conference for Pension Funds 

September 12, 2019                          Le Meridien Piccadilly, London   

ESG Investments & Issues for Dutch Pension Funds

September 24, 2019                          Apollo Hotel, Amsterdam 

Nordic Institutional Investors' Conference

October 3, 2019                    7A Strandvägen, Stockholm

Property & Infrastructure Investment Strategies for Pension Funds 

October 10, 2019                           Le Meridien Piccadilly, London 

Current Investment Issues for Pension Funds                  

November 7, 2019                            Le Meridien Piccadilly, London

ESG & Topical Investment Issues for Local Authority Pension Investors

November 14, 2019                          Le Meridien Piccadilly, London 

Annual Northern Investment Conference for Pension Funds 

November 21, 2019                          The Met Hotel, Leeds

Private Equity & Debt Investors' Annual Seminar

December 5, 2019                            Le Meridien Piccadilly, London