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Investment and Asset Management, Emerging Markets, Banking and Capital Markets, Finance

Investment Expert Copenhagen 2017

Creativity in the search for yield

Copenhagen |
Speakers include:
Anders Schelde

Anders Schelde

Nordea Life and Pensions

Mikko Mursula

Mikko Mursula

Ilmarinen Mutual Pension Insurance Company

Anders Damgaard

Anders Damgaard

PFA Pension

Overview

Chaired by Financial Times Group journalists, the invitation-only FT Investment Expert Copenhagen invitation only conference will gather CEOs, CIOs and portfolio managers from Denmark’s leading asset owners  to share their insights into how they plan to be creative in their search for returns.

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fallback Add to my Calendar 05/16/2017 08:00:0005/16/2017 13:30:00trueInvestment Expert Copenhagen 2017Chaired by Financial Times Group journalists, the invitation-only FT Investment Expert Copenhagen invitation only conference will gather CEOs, CIOs and portfolio managers from Denmark’s leading asset owners  to share their insights into how they plan to be creative in their search for returns.Investment-Expert-Copenhagen-2017da68036ea1e480aa56b454a442744ec1MM/DD/YYYY

Full Overview

Keeping an open mind will be top priority for investors in the coming year.  As fast changing political dynamics dominate, the global economy looks ahead to a period of uncertainty and opportunity driven by Donald Trump’s Presidency, elections across Europe, Brexit and interest rate volatility.  In markets faced with more questions than answers, the hunt for yield is increasing pressure on investors to reposition their portfolios and rethink their appetite for risk.  

Chaired by Financial Times Group journalists, the FT’s Investment Expert Copenhagen invitation only conference will address the major issues facing asset owners as they plan their portfolios.  

  • What is the outlook for US growth and reflation under the new regime?
  •  Which asset classes will deliver amid all the volatility – will infrastructure prove the bright spot in 2017?
  • As politics takes centre stage in Europe, how will markets react?
  • What are the opportunities and challenges ahead for China, India and other emerging markets as trade dynamics change?
  • How are credit markets likely to perform as central bank policies diverge globally?
  • Is now the time to reconsider the balance between passive and active strategies and how important is sustainable and impact investing in today’s market?

Join us in Copenhagen on 16th May to meet your fellow CEOs, CIOs and portfolio managers from Denmark’s leading asset owners, and share their insights into how they plan to be creative in their search for returns.

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Speakers (11)

Anders Schelde

Anders Schelde

Chief Investment Officer
Nordea Life and Pensions

Anders Schelde is the Chief Investment Officer at Nordea Life & Pension in Denmark, where he, together with his team, oversees the management of the Danish arm’s EUR 22 billion investment portfolio. Nordea Life & Pension is the largest commercial Nordic pension provider, and the 3rd largest provider in Denmark. Mr Schelde has more than 25 years experience in financial markets.  Prior to joining Nordea Life & Pension he spent 10 years at Nordea Investment Management in various positions. Before that he worked at Svenska Handelsbanken and Danske Bank among others.

Mikko Mursula

Mikko Mursula

Chief Investment Officer
Ilmarinen Mutual Pension Insurance Company

Mikko Mursula is Chief Investment Officer of Ilmarinen Mutual Pension Insurance Company, a position he has held since 2015.  He was previously Chief Executive Officer at FIM Oyj, Head of Asset Management and Securities Broking Business at S Bank, and Managing Director at FIM Asset Management.  Between 2000 and 2010 he served, at various times, as Head of Listed Securities, Head of Equities and Portfolio Manager, Equities at Ilmarinen.  Before that Mr Mursula was a Partner, Institutional Sales at AG Private Bankers and a Broker in Equities and Derivatives at OP Stock Securities.  He started his career as an auditor with KPMG.  Mr Mursula holds an MSc in Economics from the Helsinki School of Economics.

Anders Damgaard

Anders Damgaard

Group Chief Financial Officer
PFA Pension

Anders Damgaard is Group CFO and responsible for the Actuarial Department, Finance, Investment and Risk, including the companies PFA Asset Management, and PFA Ejendomme.  Before joining PFA on 1st December 2014, Mr Damgaard was Executive Vice President and Global Head of Corporate and Institutional Banking at Danske Bank. Prior to his employment with Danske Bank, he was Assistant Professor of Finance at the University of Southern Denmark.  Mr Damgaard chairs the Board of Directors of PFA Asset Management, PFA Ejendomme and PFA Kapitalforening, and he is a member of the Boards of Danmarks Skibskredit and SE Blue Equity Management A/S.  He holds an MSc in Mathematics-Economics from Aarhus University and a PhD in Finance.

Anders Svennesen

Anders Svennesen

Chief Investment Officer
Danica Pension

Anders Svennesen is Chief Investment Officer and member of the executive board of directors at Danica Pension.  He is also CIO at Danske Bank Asset Management. Mr Svennesen joined Danica in December 2014 with responsibility for implementing a new investment strategy which should bring Danica’s return back in top of the market. In February 2017 Danske Bank Asset Management and Danica Pension – both part of Danske Bank Wealth Management – joined forces on investments. Before joining Danica he was at ATP for 14 years, where he among other things focused on portfolio construction, risk premia strategies and allocation of risk across different asset classes. His last position at ATP was Co-CIO Investments. Mr Svennesen started his career as economist at the Central Bank of Denmark and holds a Master of Science in Mathematics and Economics from the University of Copenhagen.

Niels Lynggård Hansen

Niels Lynggård Hansen

Director, Head of Economics and Monetary Policy
National Bank of Denmark

Niels Lynggård Hansen is Director, Head of Economics and Monetary Policy at the National Bank of Denmark.. He joined the Bank in 1994 and has since worked in different areas such as government debt management, economic modeling and analysis, statistics, forecasting and monetary policy analysis. Over the years he has also taught several courses for the economics program of the University of Copenhagen on topics such as macroeconomics, growth theory, microeconomics, macroeconometric modeling and forecasting and monetary economics. Mr Lynggård Hansen holds a degree in economics from the University of Copenhagen and Master’s from Groupe de Recherche en Economie Quantitative et Econometrie (GREQE) at Université d’Aix-Marseille.  He also holds a PhD in economics from the University of Aarhus.

Karsten Kjeldsen

Karsten Kjeldsen

Chief Investment Officer
Industriens Pension

Karsten Kjeldsen is CIO at the Danish pension fund Industriens Pension. He has long track record in the institutional investment community both in Copenhagen and in London. He joined Industriens Pension in  2016. Prior to this, Mr Kjeldsen was Head of Advisory & Trading in Nordea Life Pension where he optimized the core ALM strategies for traditional portfolios in all the Nordic countries and delivered very strong proprietary results in fixed income and credit. He was previously Head of Fixed Income Risk at SEB Pension, and before that worked at Morgan Stanley and JPMorgan Chase. Mr Kjeldsen holds an MSc in Applied Economics from Copenhagen Business School, and a Financial Risk Manager certification from the Global Association of Risk Professionals (GARP).

Jeff Bakalar

Jeff Bakalar

Managing Director and Chief Investment Officer, Senior Loan Group
Voya

Jeff Bakalar is Managing Director and Chief Investment Officer at the Voya Senior Loan Group.  He is also Manager of the NN Investment Partners Senior Loan Strategy and NN (L) Flex Senior Loans Fund.  Mr Bakalar has more than 31 years’ experience in investment. He joined Voya (formerly ING Investment Management) in 1998 , became head of the senior loan group in 2000 and now serves the Chairman of its investment committee.  Mr Bakalar is a current member of the board of directors of the Loan Syndications and Trading Association.  He holds an MBA from DePaul University.

Colm McDonagh

Colm McDonagh

Head of Emerging Market Fixed Income
Insight Investment

Colm McDonagh joined Insight Investment in November 2008 as Head of Emerging Market Fixed Income, responsible for all emerging debt strategies. Prior to joining Insight his previous roles included partner at Hydra Capital Management (an emerging market fixed income boutique) and Head of Global Emerging Market Debt at Aberdeen Asset Management. He began his career at Bank of America in 1996 as an emerging market Eurobond trader. Mr McDonagh  has invested across the wide spectrum of the asset class through long only and alternative strategies. He holds a BBLS honours degree in Finance and Law from University College, Dublin.

Frank  Meijer

Frank Meijer

Head of European ABS and Mortgages
Aegon Asset Management

Frank Meijer joined Aegon Asset Management in 2005 and serves as head of the European ABS and Mortgage team, lead portfolio manager of the European ABS funds and the AeAM Dutch Mortgage Fund. He is also a member of the Asset Liability Committee of Aegon Bank and a permanent guest lecturer at the Amsterdam VU University. Prior to his current role, he was also responsible for the Quant Group and has set up the Structured Credit Desk. Before joining Aegon, Mr Meijer worked at ABN AMRO in the Credit Risk Modelling & Product department. He holds an MSc in Physics, cum laude, from University of Groningen and a PhD in Physics from Delft University of Technology.

Rupert Watson

Rupert Watson

Head of Asset Allocation
Mercer

Rupert Watson is Head of Asset Allocation and Principal at Mercer. He joined the company in 2013 and is responsible for the asset allocation strategy of Mercer's discretionary mandates, both in terms of dynamic and strategic asset allocation. He manages clients’ Growth Portfolios as well as the Mercer Diversified Growth Fund and the Mercer Diversified Retirement Fund.   Prior to joining Mercer, Mr Watson was Head of Asset Allocation at Skandia Investment Group and previously worked as a fund manager at Black River Asset Management, Goldman Sachs Asset Management, Investec Asset Management and Merrill Lynch Investment Management. He began his career at the Bank of England.  Mr Watson holds a first class economics degree from Edinburgh University and is a Chartered Financial Analyst (CFA).

Jesper Kirstein

Jesper Kirstein

Chief Executive Officer
Kirstein A/S

Jesper Kirstein is the CEO of Kirstein A/S which was founded in 1993. Kirstein A/S has three business areas: Financial Market Research, Investment and Pension and Search and Selection. Mr Kirstein’s long industry experience gives him a comprehensive knowledge and understanding of Nordic investors as well as Danish and international asset managers. Prior to setting up Kirstein A/S, his previous employment included positions as stockbroker manager and bank manager. He holds a MSc degree in Economics from the University of Copenhagen and completed further study at Stanford University and INSEAD in Paris, France.

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Chair and Moderator (2)

Owen Walker

Owen Walker

Asset Management Correspondent
Financial Times

Owen Walker is an award-winning journalist who has covered business and investment issues in the US, UK and continental Europe. He is Asset Management Correspondent with the Financial Times, having previously served as Commissioning Editor in the Special Reports team.  Before that he edited special FT publications on corporate governance, retail investment and pension scheme management. He has served as trustee on the board of the Pearson Group Pension Plan and was a committee member of the Association of Member Nominated Trustees. Mr Walker is author of a book on activist investors, Barbarians in the Boardroom, which was published in June.

Attracta  Mooney

Attracta Mooney

Asset Management Reporter
FTfm

Attracta Mooney is a reporter at the Financial Times, where she writes about the asset management industry for the paper and for FTfm, the FT's investment management section. She was previously a senior reporter at Ignites Europe, an FT news services covering the retail fund industry. 

Agenda - 16th May

  • 8:00am
    Registration and Networking
  • 9:00am
    Opening Remarks

    Owen Walker, Commissioning Editor, Special Reports, Financial Times

  • 9:10am
    Keynote Opening Address: Navigating the long term vs the short term

    Anders Schelde, Chief Investment Officer, Nordea Life and Pensions

  • 9:40am
    CIO Panel: Investing in the Trump and Brexit era

    The global economy is at a turning point as markets adjust to the implications of new regime in the US, Brexit negotiations, European elections and more.  How can institutional investors navigate this unpredictable landscape and position their portfolios to capture yield whilst managing tail risks?  How will President Trump’s proposed rebalancing of fiscal and monetary policy impact US investments and what will the spillover effects be for markets in the rest of the world?  What is the outlook for equity and fixed income investments in the Eurozone as the region faces into a period of political uncertainty? As attitudes to risk and opportunity change, are investors shifting allocations in favour of more unconventional asset classes like infrastructure, property and high yield investments?

    Introduced by: Niels Lynggård Hansen, Director,Head of Economics and Monetary Policy, National Bank of Denmark

    Panelists:

    Karsten Kjeldsen, Chief Investment Officer, Industriens Pension

    Jesper Kirstein, CEO, Kirstein      

    Anders Svennesen, Chief Investment Officer, Danica Pension

    Moderator: Owen Walker, Commissioning Editor, Special Reports, Financial Times

  • 10:30am
    Refreshments and networking
  • 11:00am
    The Asset Class Debate – Which sectors will deliver in the next 12 months?

    In the current environment, what is the outlook for yield across the spectrum of asset classes?  Which has the best potential and what are the most effective strategies to boost returns?  This session will provide in-depth analysis on the sectors and products forecast to generate income in 2017, and will feature focused insights from leading experts.

    11:00-11:25 Finding opportunities in emerging market debt

    Colm McDonagh, Head of Emerging Market Fixed Income, Insight Investment

    Interviewer: Attracta Mooney, Asset Management Reporter, Financial Times

    11:25-11:50 Exploring the outlook for senior bank loans

    Jeff Bakalar, Managing Director and Chief Investment Officer, Senior Loan Group, Voya

    Interviewer: Owen Walker, Commissioning Editor, Special Reports, Financial Times

    11:50-12.15 Analysing alternative fixed income investments including Asset Backed Securities and Dutch mortgages

    Frank Meijer, Head of European ABS and Mortgage Team, Aegon Asset Management

    Interviewer: Attracta Mooney, Asset Management Reporter, Financial Times

  • 12:15pm
    Panel: The outlook for emerging markets

    The resilience of emerging market investments is likely to come under question in the year ahead as economies absorb the implications of a stronger dollar, the prospect of higher US interest rates and uncertainty around global trade flows.  Which emerging economies hold the best potential for yield and how should investors manage their political risk exposure to this major asset class?  Is Russia the ‘Trump Trade’ for developing markets and how is this likely to play out in the long-term term?

    Anders Damgaard, Group Chief Financial Officer, PFA Pension

    Mikko Mursula, Chief Investment Officer, Ilmarinen

    Rupert Watson, Head of Asset Allocation, Mercer

    Moderator: Attracta Mooney, Asset Management Reporter, Financial Times       

  • 12:55pm
    Closing remarks

    Owen Walker, Commissioning Editor, Special Reports, Financial Times

  • 1:00pm
    Lunch

Who Attends?

Financial Times Live has a reputation for delivering very senior board level audiences to attend a wide range of world class thought-leadership events across the globe for nearly 40 years. This event has been produced to meet the needs of institutional investors, senior executives and other investment professionals, from:

Pension Funds
Insurance Firms 
Foundations 
Charities 
Family Offices 
Wealth Managers 
Capital Management Firms

Within these areas limited places are available, free of charge, to the following professionals: 

Chief Investment Officers 
Heads of Investment / Asset Allocation 
Pension Scheme Managers 
Head of Funds / Fund Managers 
Portfolio Managers 
Investment Committee Members 
Trustees 

A limited number of complimentary places are available to senior industry professionals and subject to publishers approval.

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Testimonials

“Good and relevant panel composition” - Claus Møller, Carnegie Investment Bank

“Very strong speaker base” - Jens Brøgger, Topdanmark Livsforsikring A/S

“Highly relevant speakers and interesting people attending” - Steen Skaarup Herup, International Insurance Agency

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Organisers (2)

Part of the Financial Times Group, MandateWire provides European, North American and Asian money managers with rapid, reliable and high-value business intelligence on institutional asset flows - helping them to win the race for mandates. Although MandateWire fully covers the public domain, its value lies in the information it sources from private funds - information that’s extremely hard to find elsewhere.

FTfm is the touchstone for the global fund management industry. It provides news, trend analysis, interviews, debate and thought leadership to the world's top asset managers and institutional investors, as well as prices.

Distributed every Monday throughout Europe and Asia, with a monthly US edition, it is unique in the market place, delivering focused editorial with a huge distribution.FTfm is read by institutional and professional investors, analysts, traders, C-Suite executives, consultants and other corporates and professionals interested in the global asset management industry.

FTfm is also available online at www.ft.com/ftfm. FTfm's extra online content includes video interviews with industry members; Q&As with key figures; Comment & Opinion, where readers can discuss FT editorial. Readers can also register for the free weekly FTfm email update.

For our advertisers, it provides access to the World's leading asset managers and investors.

Lead Sponsors (3)

We are an active investment manager focused exclusively on those areas in which we can offer value to our clients, with a compelling proposition that among others includes fixed income, alternative fixed income, liability-driven and multi-asset investing. Drawing on our considerable Solvency II expertise, analytical tools and proprietary research, our specialist solutions teams provide off-the shelf and customized investment strategies and solutions for our clients. With our innovative investment strategies Aegon Asset Management is well positioned to optimize returns for both European pension funds and insurance companies under Solvency II capital rules.

We use our global investment management expertise to help our clients manage their financial future with a focus on excellence, trust and partnership. Institutional and private investors entrust us to manage approximately €345 billion worldwide (Q4 2015).

NN Investment Partners is the asset manager of NN Group N.V., a publicly traded company head-quartered in The Hague, The Netherlands. NN Investment Partners in aggregate manages approximately EUR 245 bln* (USD 280 bln*) in assets for institutions and individual investors worldwide, employs over 1,200 staff and is active in 15 countries across Europe, U.S., Latin America, Asia and Middle East.

* Figures as of 30 June 2017, € 51 bln relates to the AuM of Delta Lloyd Asset Management following the merger with Delta Lloyd which became effective on June 1st 2017. 

Insight Investment is an autonomous asset manager owned by BNY Mellon, based in London, New York and Sydney. Over the past decade we have built a unique investment platform that delivers outcome-oriented investment solutions to clients. We currently manage £523bn (€613bn, $646bn)*.

Our clients are among the most sophisticated institutional investors in the world and include leading insurers, pension funds, sovereign wealth funds and corporations. We aim to build resilient portfolios targeting an outcome, in partnership with clients. Our investment strategies are designed to evolve dynamically to meet changing needs and stay ahead of market developments.

Insight is at the forefront of developing new ways of investing, providing institutional investors with access to innovative investment strategies, coupled with robust risk management techniques. We were a pioneer in recognising the unrewarded nature of currency risk and the importance of liabilities. Liability-driven investment (LDI) has been a significant contributor to protecting funding levels for pension funds over the past decade.

*As at 31 December 2016. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.

Exhibitor (1)

AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset investor. We work with clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. With approximately €735 billion in assets under management as at end of June 2017, AXA IM employs over 2,450 employees around the world and operates out of 29 offices across 21 countries. AXA IM is part of the AXA Group, a world leader in financial protection and wealth management.

Visit our website: www.axa-im.com 

Follow us on Twitter @AXAIM

Visit our media centre: www.axa-im.com/en/media_centre

Media Partner (1)

Savvy Investor is the world’s best research platform for institutional investors.  The site’s dedicated research team curates and publishes the best investment white papers, bringing them together into one place, for your ease of use.  Savvy Investor is made up of fifty topics, including an Institutional Asset Management section, as well as powerful search functionality.

Having launched in 2015, Savvy Investor has already grown to have over 16,000 members, with 200 more joining each week. All members are verified as Institutional Investors and Service Providers, with most of the membership comprising asset owners, asset managers and investment consultants.  Our engagement levels relate directly to the personalised experience our members receive. Every month, over 12,000 white papers are downloaded from Savvy Investor – far more than any other comparable platform.

Registration is completely free. When you sign up, you will select the topics that you wish to follow. These preferences are then used to personalize your weekly newsletter, as well as your home page.

Venue

Hotel d'Angleterre
34, Kongens Nytorv
Copenhagen DK-1050
Tel: +45 33 12 00 95

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