CONFERENCE DETAILS
Nordic Pension Fund & Institutional Investors' Conference
March 4, 2020
Radisson Collection Royal Hotel, Copenhagen
Purpose
This conference, conducted in English, aims to examine a range of both traditional and leading-edgeinvestment approaches available to Nordic investors taking into account a variety of considerations such asregulatory, political and geopolitical impacts, ESG, big data and the associated opportunities and challenges.This could include both public and private markets and consideration of the latest trends and the performancepotential of strategies as well as practical issues such as risk management, reporting, implementation,governance and other local investor requirements.
Programme
Nordic Pension Fund & Institutional Investors' Conference
08.30
Registration and coffee
09.00
Welcome and opening remarks
09.05
Session 1: Introduction to Diversification & Equity Investing
Managing Director, Head of Risk and Diversifying Strategies
bfinance
Rethinking Diversification
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Diversification is back in the spotlight to reduce equity risk factor exposure and/or improve robustness
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Long menu of “diversifying strategies” features many that are relatively opaque, complex and expensive
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Innovations in “liquid alternatives” such as Alternative Risk Premia (ARP)
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How are ARP strategies actually performing live, in terms of absolute return and diversification?
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What are the key implementation decisions for investors to consider?
Senior VP & Head of Global and EM Equities
AGF Investments
Surviving and Thriving in an Age of Disruption
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This session will discuss some of the major drivers affecting global equities, such as de-globalisation and disruption coupled with an increasing awareness of environmental and social impacts and corporate responsibility
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Disruption: companies must disrupt themselves in order to survive
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De-globalization: trade wars and tariffs and the impact on global and domestic companies
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Who will be the winners and losers
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What trade-offs will companies and investors face in this environment when overlaying this with an ESG framework?
Portfolio Manager Global Equities
Union Investment
Industry 4.0 and UN SDGs - How Thematic Equity Investing can discover hidden gems
Compared to traditional benchmarks or regional portfolios, a thematic approach to equity investing can lead to a significantly different allocation with high Active Share. By illustrating Union Investment’s approach to themes like Industry 4.0 and UN SDGs with examples from his portfolios, Jörg will show how he discovers under-researched companies, where to find innovative business models and why active management is beneficial for a long term investor.
10.55
Coffee/Tea
11.25
Session 2: Fixed Income Opportunities
CO-CIO, ABS
CQS
Regulatory Capital Relief Strategies: a low correlation, high return opportunity
Following the global financial crisis, increased regulation of the banking sector was introduced to repair balance sheets and improve capital ratios. Regulatory capital relief strategies are one of the banking sectors’ answers to this new environment. These transactions align the interests of investors with the issuing bank. These strategies have the ability to provide stable high income with low volatility and limited correlation to other asset classes for institutional investors willing to lock up capital. To achieve this requires specialist investment management and deep fundamental research. (Wording/title subject to change).
Senior Associate Partner, Team Manager Research
Quoniam
Factor Investing in Credit
Factor-based strategies are increasingly being used not only for equities, but also for bonds. It is crucial for investors to look closely at the details, because the various systematic approaches can vary considerably.
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Existence of factors and differences to equities
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Combining factors and empirical results
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Does liquidity allow for factor-based strategies?
12.40
Drinks and lunch
13.50
Session 3: Global Economy and Investment Strategies
Portfolio Manager
Thornburg Investment Management Inc.
Developing a World Strategy: What are Global Emerging Market Indices Missing?
Why a barbell approach to value and growth in emerging markets equity investing can provide more stable returns.
Chief Economist
Northern Trust
You Can Go Your Own Way: Perspectives On The World Economy As Globalization Recedes
We’ve enjoyed a long expansion over the last decade, and markets have performed exceptionally. But the rise of populism and nationalism has hindered global trade and global cooperation. An outlook for 2020 will be discussed, as will long-term issues like demographics, climate change, and inequality.
15.05
Coffee/Tea
15.20
Session 4: Pension Fund & Institutional Investor trends
COO and Partner
Kirstein
How are Institutional Investors Changing their Portfolio?
Survey results of Nordic and global trends.
Panel - Preparing Resilient Portfolios & Seeking Returns
A downturn has been forecast for sometime, how do you prepare your pension fund for that and provide resilence? How do you balance this with the need to generate returns?
Panellists: to be confirmed
16.30
Drinks reception and close of conference
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
Radisson Collection Royal Hotel
Hammerichsgade 1,
1611 Copenhagen, Denmark
Tel: +45 3342 6000
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www.radissonhotels.com/en-us/hotels/radisson-collection-copenhagen
