FUTURE
CONFERENCES
Purpose
Held in English, this summit aims to examine a range of investment strategies, opportunities and ideas available to Finnish pension funds, insurance companies and similar institutional investors.
Programme
09.00
Registration
09.30
Session 1 - Positioning your Portfolio in a Volatile World
In today's uncertain geopolitical and economic landscape, building resilience is more important than ever.
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How should asset allocation evolve to navigate persistent volatility?
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What strategies act as effective diversifiers in times of stress?
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How can you position your investment strategy to remain robust amid structural shifts?
Head of Monetary Policy and Euro Area Economy Division
Bank of Finland
Macroeconomic/geopolitical outlook
An expert briefing on global macroeconomic and geopolitical developments shaping investment strategy with implications for portfolio resilience in uncertain times.
Portfolio Manager Fund Finance
Aegon Asset Management
Global Fund Finance – scalable value opportunities in Capital Call Finance and NAV Finance
Fund Finance refers to the financing of private markets investment funds and is one of the fastest growing segments in the alternative investment universe. Fund finance is attractive to investors because of the strong investment grade risk profile, high illiquidity premium and superior return on capital. The asset class also offers a source of diversification and stable returns.
10.45
Tea/Coffee
11.15
Session 2 - Implementing a Sustainable Investment Strategy
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How should you be refocusing your sustainable strategy, given the new pension reforms?
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What are the latest opportunities for strengthening your strategy and returns.
Investment Director for Sustainable Equities
Federated Hermes Limited
Sustainable Equites
Looking Past the Headlines: A Sustainable Investor’s Outlook
Although trade tensions have somewhat eased, the investment landscape remains fraught with policy and geopolitical uncertainties. This presentation will explore themes related to our longer-term investment approach and our perspective on the current market backdrop within this context. We aim to look beyond political noise and short-term market fluctuations, focusing on high-quality companies with robust fundamentals that are better positioned to withstand challenging market conditions. Additionally, we will highlight the key structural trends we expect to persist in the coming years, including advancements in AI innovation, the drive towards electrification, and the expansion of financial inclusion.
Head Of Investment Teams
GMO
Investment Solutions for a Green Transition in an Uncertain World
12.30
Lunch
13.30
Session 3 - Asset Strategies in a Volatile World
Post-reform, risk appetite is shifting. How should your investment strategy adapt?
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Where is it prudent to take risk in today’s market?
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How should portfolios be repositioned between traditional and alternative asset classes?
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Can traditional assets still deliver, or is it time to lean further into alternatives like private equity and private credit?
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Should you have a home bias focus or should you chase returns in emerging markets?
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With growing interest in defence investing, where are the opportunities and how can this be integrated responsibly?
Speakers to be confirmed
15.00
Close of conference followed by refreshments
Times and programme order subject to change
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are 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 3 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
Klaus K Hotel is only 650 m walk from the Railway Station. Tram 3 brings you from Railway station right to the front door.
Media Partners
