Annual Nordic Institutional Investors' Conference


3 October 2017
7A Odenplan, Stockholm



Annual Nordic Institutional Investors' Conference

08.30    :    Registration and Coffee


08.55    :    Welcome & Opening Remarks


TrevorTrevor Cook, Managing Director, Specialist Pension Services





09.00  :      Session 1:  Introduction and Equity 


Jan Bernhard Waage

Chairman: Jan Bernhard Waage, Managing Director & Co-Founder, Wassum 





Jan WillersJan WillersPartner & Head of Intelligence, Kirstein


Key Trends in Nordic Institutional Investment: Recent Survey Findings

This session will look at the latest data from Kirstein Nordic Intelligence revealing trends across the Nordic region in institutional investment. Asset-allocation on a country-by-country basis will be discussed as well as issues such as active and passive management and internal and external management.



Christopher SchaeferChristopher SchaeferSenior Portfolio Manager, Union Investment


European Stocks back in the Spotlight: Why Investors are Taking Another Look

  • Topics and trends: Scrutinizing the key drivers for European equities
  • Regions, sectors, styles: What´s hot, what´s not?
  • Generating alpha: On the advantages of comprehensive fundamental analysis and sophisticated stock selection
  • Adding value: Displaying the true benefits of active management for equity portfolios 



Alexis GrayAlexis Gray, Economist, Investment Management Group, Vanguard Europe


China: More than just a Hard or Soft Landing

A look beyond the question of a hard or soft economic landing in China by exploring exposure to China through the lens of diversification and the development of its capital markets. 


10.50     :    Coffee/Tea


11.15    :    Session 2:  EMD and Ethics in Investing


Jauri Hakka Jauri Häkkä, Board Member, Association of Professional Fund Investors





Robert SimpsonRobert SimpsonSenior Portfolio Manager, Emerging Market Debt, Insight Investment


Emerging Market Debt: Efficient Allocation Strategy


  • Emerging market debt - understanding the divergence in markets
  • Why investors should consider new approaches to investing in EMD to create an efficient allocation strategy  



Alexander FleischerAlexander FleischerBusiness Process Manager, Erste Asset Management


Big Data (Ethics) & Price Discrimination in investing


  • Demon "Big Data"
  • Data ethics
  • Data impact on pricing and price discrimination
  • Responsible investing controversies.  Everybody´s talking about “Big Data” – but how about Ethics on its usage? More information leading to more accurate prices? On the road to a new pricing paradigm? Responsible Investing might face some controversies...


12.25    :     Drinks and Lunch


13.35    :     Session 3:  Keynote Address & Sustainable Investing 


Marten AgneskogChairman: Mårten Agneskog, Portfolio Manager and Head of Manager SelectionSwedbank Robur Fonder





Stefan LundberghStefan Lundbergh, Director, Cardano Insights, Supervisory Board Member, AP4 & Indepencdent Expert appointed to review PPM


Keynote Address - Premium Pension System Review 




Richard MattisonRichard Mattison, Managing Director and CEO, TruCost, part of S&P Dow Jones Indices 


Sustainable Investment Goes Mainstream


  • Why asset owners are expanding allocations and using ESG benchmarks and indices
  • 2C transition and the implications of the FSB Task Force on Climate Related Disclosures
  • How are European perspectives changing - the interim findings of the EU High Level Expert Group on Sustainable Finance
  • Finding a common framework for sustainability across the portfolio: Are the SDGs the answer?
  • Indices as a gateway to sustainability investing 




Dominic Byrne

Dominic Byrne, Investment Director, Global Equities, Standard Life Investments


Global Equity Impact Investing


  • Impact investing in public markets
  • Why fundamental research is key to assessing financial returns and quantifying impact
  • Moving from fund outputs to fund outcomes



15.20         Coffee/Tea


15.35         Session 4:  Case Studies 


HeadshotChairman: Mats Andersson, Vice Chair, Global Challenges & Non-Executive Director, PRI Pensionsgaranti 




Rachel MelsomDr Rachel Melsom


 Tobacco Free Portfolios: the case for Tobacco-free Investment 

 This talk will discuss the growing momentum behind tobacco-free portfolios and highlight the factors driving major investors to align their investment policies with the efforts of the health sector and governments across the globe.



Magnus BillingMagnus Billing,  CEO, Alecta 





Jaako KianderJaakko Kiander, Senior Vice President & CFO , Ilmarinen





What are the Challenges Facing Nordic Pension Funds & Institutional Investors?

A panel of senior Nordic executives discussing the key trends and challenges they face.



16.35    :    Drinks Reception & Close of Conference


This conference is targeted at Nordic institutional investors, particularly pension funds, foundations, family
offices and private-banks; however, institutional investors from further afield will also be welcome.


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.


7A Odenplan




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