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

Investment Expert Copenhagen 2018

Opportunities in a Recovering World

Copenhagen |
Speakers include:
Søren Nielsen

Søren Nielsen

Laegerens Pension

Ole Buhl

Ole Buhl

ATP

Hanna Kaskela

Hanna Kaskela

Varma Mutual Pension Insurance Company

Overview

Now in its 5th year, the FT’s Investment Expert Copenhagen conference will gather leading Danish and Nordic pension funds, insurers, sovereign wealth funds, private banks and wealth managers to examine the solutions to navigate the recovery and drive returns in their preferred asset classes for the year ahead.

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fallback Add to my Calendar 05/16/2018 08:30:0005/16/2018 13:45:00trueInvestment Expert Copenhagen 2018Now in its 5th year, the FT’s Investment Expert Copenhagen conference will gather leading Danish and Nordic pension funds, insurers, sovereign wealth funds, private banks and wealth managers to examine the solutions to navigate the recovery and drive returns in their preferred asset classes for the year ahead.Investment-Expert-Copenhagen-201852eec5848c2ccccf08d6351f9a96a8eeMM/DD/YYYY

Short-Term Bonds: A History of Opportunity

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Full Overview

Confidence is returning to markets as the global economy continues its recovery and the growth outlook looks more positive. Complacency, however, is not an option with the prospect of rising rates, geo-political developments, stretched equity valuations and more clouding the horizon.   For investors, it is critical to find the right balance between optimism and caution as they seek out returns in this rising yield environment.

Join us in Copenhagen to hear directly from some of the region’s largest institutional investors on where they see investment growth in the year ahead, and the risks that lie beneath the surface.   Chaired by the Financial Times, our speakers will debate how to manage risk and return across a selection of major asset classes, discussing how policy changes from key economies could impact fixed income investment decisions, whether equity markets will continue their uptrend, and the emerging economies currently offering the best potential.  The agenda will also feature in-depth analysis on how major investors are unlocking value in sustainable investing, and how they are capturing opportunity in infrastructure in developing markets.

Now in its 5th year, the FT’s Investment Expert Copenhagen conference will gather leading Danish and Nordic pension funds, insurers, sovereign wealth funds, private banks and wealth managers to examine the solutions to navigate the recovery and drive returns in their preferred asset classes for the year ahead.

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Agenda - 16th May

  • 8:30am
    Registration and Networking
  • 9:00am
    Opening Remarks from the Financial Times

    Owen Walker, Asset Management Correspondent, Financial Times

  • 9:10am
    Keynote Discussion: Expecting the unexpected

    For the first time in a decade the global economy is expanding but many are cautious about the outlook.  How should investors navigate the recovery to capture the upside, whilst keeping a close eye on developments in politics, policy, trade and economics?  What are the key factors likely to shape the outlook for equities, fixed income and emerging markets?  As the global growth momentum looks set to be tested by tapering, rising rates, and wage and price inflation, what role can diversification play in balancing portfolios?

    Paul Lassenius Kramp, Principal Economist, Macroeconomic Analysis, Economics and Monetary Policy Department, Danmarks Nationalbank

    Steen Jakobsen, Chief Economist, CIO, Saxo Bank A/S

    Moderator: Owen Walker, Asset Management Correspondent, Financial Times

  • 9:50am
    Discussion - Investing in infrastructure – new markets, new approaches

    US$57 trillion worth of global infrastructure investment is required by 2030 according to the McKinsey Global Institute.  Finding capital is not a problem as investors seek out diversification in today’s low yield environment.  However, sourcing viable, investable projects remains a challenge.  Where can investors seek out suitable investments in this fast growing sector, from energy, maritime, forestry, construction etc?  Where are the most attractive long-term opportunities in developed vs emerging markets, and what are the most effective structures to access them?  What approaches should investors take to measure project due diligence, financial viability and risk allocation?  How can investors pro-actively seek out investments, and how important is it to find the right partner?

    Peter Hobbs, Managing Director, Private Markets, bfinance

    Hilkka Komulainen,  Manager, Infrastructure Programme, Principles for Responsible Investment

    Mads Lerche Iversen, Senior Investment Manager, Direct Equity, PensionDanmark

    Søren Nielsen, Chief Investment Officer, Laegernes Pension

    Moderator: Owen Walker, Asset Management Correspondent, Financial Times

  • 10:40am
    Refreshments and networking
  • 11:00am
    Asset class picks for the year ahead

    11.00-11.30: Managing fixed income portfolios with sustainability in mind

    Joshua Kendall, ESG Analyst, Insight Investment

    Moderator: Pádraig Floyd, Financial Journalist

    11.30-12.00: The Short Duration Pricing Anomaly

    Joseph Graham, Investment Strategist, Lord Abbett  

    Moderator: Pádraig Floyd, Financial Journalist

  • 12:00pm
    Making a difference - unlocking value and returns in sustainable investing

    Sustainable investing is growing in momentum as investors weigh up the market and reputational risks posed by investment in fossil fuels and poorly run companies.  Questions remain, however, about the impact on returns when compared with traditional investments.  What key issues are considered when weighing up ESG investment decisions – are investors willing to forfeit short-term yield in favour of a long-term positive difference and sustainable returns?  To what extent does sustainable investing limit the investible universe and the options for portfolio diversification?  Which strategies are performing - passive or active, listed vs unlisted, and which sectors show the best outlook for yield in the next 12 months?  How important is manager selection when pursuing responsible investments?

    Ole Buhl, Head of ESG, Vice President, ATP

    Hanna Kaskela, Director, Responsible Investment, Varma Mutual Pension Insurance Company

    Pelle Pedersen, Head of Responsible Investment, PKA

    Anders Schelde, Chief Investment Officer, MP Pension

    Moderator: Pádraig Floyd, Financial Journalist

  • 12:45pm
    Closing remarks follow by networking lunch for speakers and delegates

    Owen Walker, Asset Management Correspondent, Financial Times

Speakers (12)

Søren Nielsen

Søren Nielsen

Chief Investment Officer
Laegerens Pension

Søren Nielsen is CIO at Laegerens Pension.  He joined the organisation in 2013 and has responsibility for strategic and tactical asset allocation, investment in real assets and manager selection.  He previously held the position of Investment Strategist at Industriens Pension, and before that was Chief Analyst at Nykredit. Mr Nielsen holds a Masters in Economics (Cand.oecon) from the University of Aarhus.

Ole Buhl

Ole Buhl

Head of ESG, Vice President
ATP

Ole Buhl is Vice President and Head of ESG at ATP, a role he has held since 2009.  He heads a team of eight people assisting ATP's internal & external portfolio managers in integrating ESG across asset classes. He is a former Chairman of the Danish Social Investment Forum and has been part of various international ESG initiatives since 2009.

Hanna Kaskela

Hanna Kaskela

Director of Responsible Investment
Varma Mutual Pension Insurance Company

Hanna Kaskela is Director of Responsible Investment in Varma Mutual Pension Insurance Company and is in charge of developing responsible investment across all asset classes in Varma. She also manages sustainable equity portfolio in Varma and has ten years experience in active portfolio management in the stock market. Sustainability started to be part of her role when she worked as an equity analyst between 2004 and 2006 and more in-depth in early 2016 in formulating investment strategy for the sustainable portfolio. Ms Kaskela holds an MSc in Accounting and Finance from the University of Tampere, Finland, and is CEFA charter holder.  

Steen Jakobsen

Steen Jakobsen

Chief Economist, CIO
Saxo Bank

Steen Jakobsen is Chief Economist, CIO and Co-Head of Global Sales Trading at Saxo Bank A/S.  He first joined the bank in 2000. He focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape as defined by fundamentals, market sentiment and technical developments in the charts. With more than 25 years of experience within the fields of trading and investment, Mr Jakobsen is a highly renowned and respected Chief Economist, who regularly appears as a guest host on CNBC and Bloomberg News. Prior to joining Saxo Bank, he worked with Swiss Bank Corp, Citibank, Chase Manhattan and UBS. He also served as Global Head of Trading, FX and Options at Christiania (now Nordea). Mr Jakobsen’s approach to trading and investing is unique, often contrarian, and frequently sparks debate and controversy among the global market community. He is a regular contributor to Tradingfloor, covering major macroeconomic developments and political events and Central Bank policies. Taking a special interest in Asia and China, Mr Jakobsen provides insight and analysis on the world’s second-largest economy. As head of the #saxostrats team, he also contributes to the Saxo Bank Quarterly Outlooks and is both founder and spearhead of Saxo Bank’s acclaimed annual “Outrageous Predictions” publication. Mr Jakobsen is a graduate of Copenhagen University.

Joseph Graham

Joseph Graham

Investment Strategist
Lord Abbett

Joseph Graham leads the efforts of Lord Abbett’s Investment Strategists and Portfolio Specialists. In addition, Mr Graham is responsible for providing the portfolio management teams with investment insight and relevant market information for the firm’s fixed income strategies and calibrated equity strategies. In this role, he communicates with institutional clients and prospects regarding current portfolio positioning and the firm’s market outlook. Mr Graham also collaborates with the consultant relations, product development, and relationship management teams as appropriate.  He joined Lord Abbett in 2015. Prior to joining the firm, he was a Founder and CIO at HudsonView Capital Management and Route 3 Capital; Vice President and Analyst at Millennium Partners; Analyst and Associate Portfolio Manager at LibertyView Capital Management; and Investment Banker at Morgan Keegan. He has been in the financial services industry since 1999. Mr Graham holds a BS in finance and philosophy from Washington University and an MBA from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation. 

Peter Hobbs

Peter Hobbs

Managing Director, Private Markets
bfinance

Peter Hobbs is Managing Director of the Private Markets team at bfinance. With 30 years of real asset class experience, he is a leading expert in the private asset classes, covering all stages of the investment process. Mr Hobbs has particular expertise in the Infrastructure asset class having been part of the leadership team behind RREEF’s infrastructure initiatives including the launch of their Pan-European Infrastructure fund (PEIF) in 2006. He joined bfinance following five years as Managing Director at MSCI, six years as Managing Director at RREEF/Deutsche Asset Management, six years in Boston-based PPR, and a number of other roles in the real asset classes.  In 2015 he was shortlisted for Outstanding Industry Contribution at the IPE Real Estate Global Awards, and is a frequent contributor to industry events. Mr Hobbs holds a PhD from the University of Reading and is a member of the Royal Institution of Chartered Surveyors (MIRCS).

Mads Iversen

Mads Iversen

Senior Investment Manager, Direct Equity
PensionDanmark

Mads Lerche Iversen joined PensionDanmark Alternative Investments in 2016 and is focusing on direct unlisted equity investments in the real asset space, predominantly within infrastructure. Prior to joining PensionDanmark, he served as investment professional for the Direct Investments team within the Danish pension fund ATP where he has been working on the execution of a large number of infrastructure transactions as well as other private equity investments. Prior to that Mr Iversen worked for the M&A & Partnerships Department within Orsted (prev. DONG Energy) focusing on energy related infrastructure transactions. He holds a Master Degree in Economics and Business Administration from Copenhagen Business School.

Hilkka Komulainen

Hilkka Komulainen

Manager, Infrastructure programme
Principles for Responsible Investment

Hilkka Komulainen joined the PRI in 2016. She manages PRI’s Infrastructure work stream, that supports infrastructure investors in implementing robust responsible investment strategies and the consideration of material ESG factors in investment decision making.  Prior to joining the PRI, Ms Komulainen was a policy analyst at the OECD in Paris, on topics including infrastructure governance, investment policy, and climate change. She has worked as a management consultant in the financial services and energy sectors in France, and held roles at United Nations agencies in Denmark and Lebanon. She holds First Class Masters degrees in International Affairs from the University of Edinburgh and the Paris School of International Affairs at Sciences Po Paris.  

Joshua Kendall

Joshua Kendall

ESG Analyst
Insight Investment

Joshua Kendall joined Insight’s Fixed Income Group in 2015 as an ESG analyst. Prior to joining Insight, he was an ESG consultant at MSCI, responsible for managing a portfolio of clients with ESG integration strategies. Mr Kendall spent two years at GMI Ratings as a client relations manager after starting his career at the UN Principles for Responsible Investment as communications manager. He holds an MSc in Corporate Governance and Business Ethics from the University of London and a BA (Hons) in Politics and Modern History from the University of Manchester. Mr Kendall also holds the Investment Management Certificate from the CFA Society of the UK.

Paul  Kramp

Paul Kramp

Principal Economist, Macroeconomic Analysis, Economics and Monetary Policy Department
National Bank of Denmark

Paul Lassenius Kramp is Principal Economist for Macroeconomic Analysis in the Economics and Monetary Policy Department at the National Bank of Denmark.   He leads the team that follows international developments important to the Danish economy. He also writes macro-economic policy papers and briefs. His main areas of interest include the connection between the real economy and the financial side, balance of payments and housing taxes.  Mr Kramp holds a PhD from Copenhagen University and has been working at Danmarks Nationalbank since 2002 in different departments. 

Pelle Pedersen

Pelle Pedersen

Head of Responsible Investment
PKA

As head of responsible investments, Pelle Pedersen is leading PKA’s implementation of responsible investments covering impact investments, ESG, active ownership, proxy voting, stakeholder management and public policy. The $45bn fund has a particular focus on climate change and impact investments, which, for example, has led PKA to invest in five offshore wind farms, The Danish Climate Investment Fund, The Danish Agribusiness Fund, green bonds and microfinance. In total, PKA has invested $3.5bn in impact projects and the fund aims to make further allocations through an SDG-guided investment process.

Anders Schelde

Anders Schelde

Chief Investment Officer
MP Pension

Anders Schelde is the CIO of at MP Pension since November 2017, where he and his team oversees the management of the scheme’s EUR 115bn investment portfolio. All of the portfolio is managed under one unconstrained investment strategy with a risk profile more or less similar to a 50:50 balanced fund. MP is the 11th largest pension fund Denmark, and it manages the pension assets of public-sector psychologists as well as public-sector university and upper secondary school employees with academic degrees. Before joining MP, Mr Schelde worked at Nordea Wealth Management for 18 years, where he started his career as portfolio manager before taking on various roles within general management of the business. For the last 8 years with Nordea, Mr Schelde was the CIO at Nordea Life and Pension, Denmark.  He holds an MSc in Economics and an MBA.

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Chair and Moderator (2)

Pádraig  Floyd

Pádraig Floyd

Financial Journalist

Pádraig Floyd is an award-winning financial journalist who writes on personal finance subjects, particularly pensions, investments and workplace savings. A regular commentator on pensions and investment issues, Mr Floyd shares views via Twitter at @gogetemfloyd, his website www.moneyjourney.net and his Linkedin profile at bit.ly/padraigfloyd. He is a member-nominated trustee director of the Pearson Group Pension Plan and a committee member of the Association of Member-Nominated Trustees. 

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.

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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Lead Sponsors (2)

Insight Investment has built a unique investment platform that delivers outcome-oriented investment solutions. Our clients are among the most sophisticated institutional investors in the world and include leading insurers, pension funds, sovereign wealth funds and corporations. Our investment strategies include fixed income portfolios focusing on assets ranging from conventional sovereign and corporate bonds to emerging market debt and illiquid credit. Our strategies are designed to evolve dynamically to meet changing needs and stay ahead of market and regulatory developments.

Since its founding in 1929, Lord Abbett has maintained a singular focus on the management of money. One hundred percent of the firm’s operating revenues are derived from this one activity. Lord Abbett remains an independent privately held firm, and has established a heritage of influence and innovation in the asset management industry.

As an investment-led firm, Lord Abbett evaluates every decision from an investment perspective in an effort to achieve superior, long-term investment performance. The firm’s approach is based on a philosophical belief in active management characterized by teamwork and collaboration, a commitment to research – both fundamental and quantitative – and an adherence to risk management.

As an investor-focused firm, Lord Abbett evaluates every decision from an investor perspective to ensure that the firm acts in the best interest of its clients. Lord Abbett is committed to providing every client with its independent perspective, its breadth of resources, and its range of intelligently designed investment strategies.

Venue

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

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