FUTURE

CONFERENCES

copenhagen.jpg
CONFERENCE DETAILS

SPS Nordic Institutional Investors’ Conference

March 24 2022

Radisson Royal Collection Copenhagen

Purpose

This conference – conducted in English and aimed at Danish and other Nordic pension funds & similar
institutional investors – seeks to explore a variety of pension fund investment strategies/solutions, examining
the opportunities and issues associated with each in the current challenging environment. We expect to
discuss a range of factors such as global and local macroeconomic trends/policy, pension funds’ long-term
funding objectives, performance, costs, implementation and climate change & other ESG requirements.

 
Programme

08.30

Registration

09.00

Session 1: Keynote; Emerging markets and Asia Equity

Movin-Nina-80x100.jpg

Moderator:

Nina Movin

CEO

Otto Mønsted Foundation

Rangvid Jesper 2022_edited.jpg

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.

Chi Regina 2021_edited.jpg

Vice-President and Portfolio Manager

AGF Investments

COVID-19 – a disruptor or accelerator in EM?

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.

speaker-placeholder.jpg

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

11.20

Session 2: Alternative fixed income

Meijer Frank_edited.jpg

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.

Ohl Alexander_edited.jpg

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.

12.30

Lunch

13.45

Session 3: Responsible investing and Nordic investor panel

Jesper Kirstein web_edited.jpg

Moderator:

Jesper Kirstein

Founder and CEO

Kirstein A/S

Goodchild Barney_edited.jpg

Investment Director

Aviva Investors

Using your leverage: 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.

ROESSING Christian 2022_edited_edited.jpg

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.

Nordic Institutional Investors' Panel Session

Moderated by: Jesper Kirstein, Founder and CEO, Kirstein A/S

A panel of pension fund investors from across the Nordic region discussing issues such as:

  • Attitude to inflation

  • Asset allocation

  • ESG

Panellists include: 

speaker-placeholder.jpg

Arne Vagn Olsen

Chief Investment Officer

Pension Fund of Commerce Iceland

further Nordic panellists to be confirmed

15.40

Summary followed by Refreshments

16.00

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

Media Partners

IPE-micro-web-copy.png
Savvy Investor 2019.jpg
February 10, 2022
SPS Climate Change Investment: Risks & Opportunities for Pension Funds
The Dilly, London
March 24, 2022
SPS Nordic Institutional Investors’ Conference
Radisson Royal Collection Copenhagen
April 7, 2022
SPS Secure Income & Infrastructure Investment for Pension Funds
The Dilly, London
May 10, 2022
SPS Investment Strategies for Pension Funds (DB & DC)
The Dilly, London
May 19, 2022
SPS Fiduciary Management & Investment Governance Solutions
The Dilly, London
June 9, 2022
SPS ESG & Impact Investment for Pension Funds
The Dilly, London
June 16, 2022
SPS Annual Irish Pension Fund Investment & Current Issues
Dublin
June 23, 2022
SPS Local Authority Pension Fund Investment & Stewardship
London
July 7, 2022
SPS Investment Solutions & Cash Flow Management for Maturing Pension Funds
The Dilly, London
September 1, 2022
SPS Optimising Value from Bond Investments for Pension Funds
The Dilly, London
September 15, 2022
SPS Alternative & Sustainable Investment Solutions for Pension Funds
The Dilly, London
September 28, 2022
SPS ESG & Impact Investing for Dutch Pension Funds
Amsterdam
October 5, 2022
SPS Property, Infrastructure & Real Asset Investment for Pension Funds
The Dilly, London
October 18, 2022
SPS Nordic Institutional Investors’: ESG & Impact Investment
Stockholm
November 8, 2022
SPS Current Investment Issues for Pension Funds
The Dilly, London
November 16, 2022
SPS Local Authority Pension Funds: ESG & Impact Investing
The Dilly, London
November 22, 2022
SPS Annual Northern Investment Conference for Pension Funds (DB & DC)
Manchester
December 6, 2022
SPS Private Market Investors’ Annual Seminar
The Dilly, London