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CONFERENCE DETAILS

SPS Nordic Institutional Investors’ Conference

March 24 2022

Radisson Royal Collection Copenhagen

What to expect at this event

In a very challenging year for investment, this conference will focus on the practical investment priorities for institutional and pension investors in the Nordic region. With a keynote from Professor Jesper Rangvid, senior investment speakers will look at specific opportunities in different equity and fixed income investments and developments in sustainable investment. This is an invitation-only investor event, so in addition to our expert speakers you will find the friendly discussions with peers immensely valuable..

 
Programme

08.30

Registration

09.00

Session 1: Keynote; Emerging markets and Asia Equity

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Moderator:

Nina Movin

CEO

Otto Mønsted Foundation

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Professor of Finance

Copenhagen Business School

From Main Street to Wall Street: What investors should know – KEYNOTE ADDRESS

How does the economy influence stock markets? Based on the empirical evidence in his new book, “From Main Street to Wall Street: How the Economy Influences Stock Markets and What Investors Should Know”, Jesper examines the complex relationship between the economy and the stock market and relates this to the current economic situation and to long-term return expectations and pension savings.

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Vice-President and Portfolio Manager

AGF Investments

Disruption and implications for Emerging Markets

Disruption is not a new concept. It has occurred regularly over the last couple of centuries, usually in waves, whereby a new technology emerges and replaces old ones. While there are many disruptive ideas originating from developed countries, EM has become an accelerator of disruption in many different areas. In our presentation, we explore this and whether COVID-19 has a been a disruptor or accelerator in developing countries.

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Senior Investment Specialist / Senior Client Portfolio Manager

Nomura Asset Management

Reassessing Asia

After strong outperformance in 2020, the Asian stock market underperformed in 2021, mainly dragged by China. Tighter regulation of the internet sector in China has shaken investors and raised concerns. How to assess Asia given Chinese regulation, COVID and vaccination, economic recovery, inflation as well as influence from "tapering"?  

10.50

Coffee Break

11.15

Session 2: Alternative Fixed Income and the Energy Transition

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Moderator:

Anders Damgaard

Group CFO

PFA

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Head of Alternative Investments

Aegon Asset Management

Alternative Fixed Income: what should investors consider?

This talk will give a generic overview of all the choices you as an investor have to consider if you want to invest in alternative fixed income. We will look into the asset class from different angles like risk, diversification, yield, ESG and return on capital.

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Senior Portfolio Manager, Head of Credit Solutions

Union Investment

The case for CLOs – why CLOs should play a bigger role in your credit portfolio

There is a high proportion of the European bond market trading at negative yields, partly being the legacy of the COVID-19 crisis. This long-lasting low yield environment leads to a hunt for spreads, making standard fixed income investments highly unattractive, especially in light of a potential reduction of corporate bond purchases by the ECB. This presentation will highlight and explain the relative value of Collateralized Loan Obligations (CLOs) compared to other fixed income investments. In addition it will show how allocating to CLOs could reduce credit and interest rate risks while enhancing the yield profile of investor’s portfolios, earning its position as a valuable add-on for every fixed income portfolio.

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Senior Investment Manager

Pictet Asset Management

Investing in the energy transition

Investments in clean energy are gaining momentum driven by innovation, climate change awareness and falling costs. Investments in the energy transition are not only limited to the production of sustainable energy, but cover a diverse spectrum of industries and sectors as the entire energy system will need to be transformed. We will explore and provide an update of the opportunities the energy transition offers investors.

13.00

Lunch

14.00

Session 3: Responsible investing and Nordic investor perspective

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Moderator:

Jan Willers

COO & Partner

Kirstein A/S

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Investment Director

Aviva Investors

Using your influence: Overcoming the challenges of sovereign engagement in EMD

Engagement has long been considered an important part of responsible investing and has often been used to drive positive changes from issuers. However, while sovereign debt accounts for approximately 70% of the global bond market, yet investors willingness to engage with sovereign debt issuers has lagged credit and equity markets. In this session we discuss how investors can engage with sovereign issuers to drive long term positive change.

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Head of Liquid Markets

ATP

Managing a liquid portfolio in challenging times

  • The ATP liquid portfolio overview

  • How we manage the portfolio

  • How it played out during COVID and now Ukraine

15.15

Summary followed by Refreshments

15.30

Close of Conference

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

Radisson Collection Royal Hotel

Hammerichsgade 1,

1611 Copenhagen, Denmark

Tel: +45 3342 6000

www.radissonhotels.com/en-us/hotels/radisson-collection-copenhagen

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