Risk & Return 2020

April 16th 2020 

0 dagar 0 timmar 0 minuter 0 sekunder





Institutional Investors Strategic Roundtable – trends and experiences

  • Are we heading into a recession or a soft landing? What scenarios are most likely? Which regions will manage the downturn best and which will be hardest hit?

  • The trade war and the low interest rate environment - what effects will this have on the different asset classes? How will the economy respond long-term on the negative intererest rate?

  • Achieving sustainable growth – The institutional investors have been working with ESG, Impact investing and active ownership for years. But is this enough? What needs to be done now?
      
  • Trends in active/passive, infrastructure, diversification and risk assessment. Expected returns the years to come.

Speakers 

Fiona Reynolds

Fiona Reynolds

CEO, PRI
Staffan Hansén

Staffan Hansén

CEO, SPP
Teresa Isele

Teresa Isele

CEO and General Counsel, AP 1
Christoffer Folkebo

Christoffer Folkebo

CEO, Carneo
Lars-Göran Orrevall

Lars-Göran Orrevall

CIO, Skandia
Richard Gröttheim

Richard Gröttheim

CEO, AP 7 och ordförande finansnämnden, Cancerfonden
Peter Dolan

Peter Dolan

Managing Director, Makena
Roger Johanson

Roger Johanson

Managing Partner, Carneo Alternative Solutions at Carneo
Kerstin Hessius

Kerstin Hessius

CEO, AP3
Information

Date: April 16th, 2020

Time: ​Registration starts from 08.30 AM

Venue: Grand Hotel, Stockholm

Spegelsalen

Delegate fee

11. 995 SEK excl. VAT: Delegate fee early-bird
(ordinary price 16.995 SEK excl. VAT).

5. 995 SEK excl. VAT: Delegate fee for Institutional investors (Pension funds, Life insurance companies, Endowments, Public sector and Family offices) ex. Chief Investment Officer
(ordinary price 7.995 SEK excl. VAT). 


Apply for a VIP-invitation! 

We have reserved some free of charge tickets for the Institutional Investors - please let us know if you represent a pension fund, an endowment, a foundation, an insurance company, a sovereign wealth funds or a family office (subject to qualification). You can send an email to inna.erngren@di.se with your request.

Preliminary agenda

The Chairmans’ opening remarks

The big picture

ESG - the sense of urgency is spreading in the investment community
What are the latest trends and what is to expect going forward? How will the integration of Sustainability and the ESG perspective affect the Investments and the Allocation Strategies  – and the world.
Fiona Reynolds, CEO, PRI


Expert analysis from knowledge partner.

Strategic Asset Allocation: ESG’s new frontier
​Craig Mackenzie, Head of Strategic Asset Allocation at Aberdeen Standard Investments

Panel discussion
ESG – experiences and the way forward
Validation of ESG-initiatives. Blacklisting or influencing? Greenwashing or corporate responsibility? How does the ESG-perspective influence the risks/rewards in the portfolio – short term and long term.
Fiona Reynolds, CEO, PRI
Teresa Isele, CEO and General Counsel, AP 1
Kerstin Hessius, CEO, AP3
Staffan Hansén, CEO, SPP
Moderator for the panel: Johan Florén, Head of Communications and ESG, AP7.


Coffee and networking mingle

Are we heading into a recession or a soft landing?
Speaker to be announced.


A Global Perspective on the institutional capital
Speaker to be announced.


Investment implications of the current Macroeconomic Outlook – the Nordic perspective
How will the economy evolve, globally and in the Nordics? What is the view of the political risks and what are the expected developments of the interest rates? How will this affect the investors?
Anna Öster, CIO, Länsförsäkringar

Panel discussion
Investment Climate
How will the investment climate evolve the forthcoming year and beyond and how will this influence the investment strategies?
Anna Öster, CIO, Länsförsäkringar
Lars-Göran Orrevall, CIO, Skandia



Lunch and networking mingle

Strategies in the current low interest rate and slowing economy environment

Best practice Case
Experiences and the way forward
The Institutional Investors are facing a new financial landscape - what preparations are being done right now?
Speaker to be invited:

Expert analysis
Examples of topics: The Debt Market/Real Estate/Hedge Funds
 – risks, challenges, opportunities and the way forward
What are the latest trends in the market? What different strategies and products have been most successful and what is the outlook for this asset class going forward?
Speaker to be announced

Panel discussion
The Foundations Perspective: Risks, challenges and opportunities
Meeting the obligations, diversification, ESG, Active/passive - all of this with a small organization and an evolving, uncertain and challenging economical environment.
Richard Gröttheim, ordförande finansnämnden, Cancerfonden
More panelists to be announced

Networking mingle and afternoon coffee

Expert analysis
Examples of topics: ETF´s/Emerging Markets/Sustainable funds
– risks, challenges, opportunities and the way forward
What are the latest trends in the market? What different strategies and products have been most successful and what is the outlook for this asset class going forward?
Speaker to be announced


Expert analysis from knowledge partner
Are alternatives the salvation…?
Pricing, availability and risks. Will the trend of co-investments continue?
Christoffer Folkebo, CEO, Carneo

Fireside chat
Diversification beyond traditional assets: Portfolio management for the new normal
Discussions on the latest market developments, experiences, geographical differences, challenges and results.
Peter Dolan, Managing Director, Makena. Peter is responsible for overseeing Makena’s Private Equity investments, including Venture Capital. He is also a member of the firm’s Investment Committee.  Prior to joining Makena, Peter served for 18 years as a Managing Director at the Harvard Management Company where he oversaw the Private Equity and Venture Capital portfolio.
Roger Johanson, Managing Partner, Carneo Alternative Solutions at Carneo.


Panel discussion
The role of Infrastructure investments in the portfolio
​Andreas Jensen, Senior Portfolio Manager Alternative Investments, AP4
More panelists to be announced


Best practice Case
Investing for the long run
What considerations and what adjustments are made in the portfolio right now? What kind of products and asset classes are considered most attractive? What are the the biggest opportunities in the shift to a sustainable world? And the biggest risks?
Niklas Ekvall, CEO, AP4

Panel Discussion
Risk & Return 2020 and beyond
What are the latest trends and developments among the institutional investors, in the Nordics and internationally? Where are the biggest risks right now and where is the best relationship between risk and return today and in the 1-5 years years to come?
Richard Gröttheim, vd, AP7
Niklas Ekvall, CEO, AP4
More panelists to be announced

 Knowledge Partner

Contact Us

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Patrik Jönsson
Project manager

patrik.jonsson@di.se

+46 70 379 69 28

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Mathias Ekstrand 

Manager strategic partners​mathias.ekstrand@di.se

+46 70 161 58 85

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Inna Erngren 
Suwareh

Responsible for participants

inna.erngren@di.se

+46 72 209 63 27

Grand Hôtel
Södra Blasieholmshamnen 8, Stockholm 10327, Sweden