The European Pension Fund Investment Forum. Nordic Division - Meeting History

Transcription

1 August 2018 Sustainable Investment Issues Doing the Right Thing for the Right Reasons! John Howchin, Secretary-General, The Ethical Council of Sweden s AP Funds Welcome to the 21st Century: Challenging Times Ahead Dáire Dunne, Director, Portfolio Manager, Global Multi-Asset Strategies APAC, Wellington Management Sustainable Investment Issues - Practical Considerations Marc-Olivier Buffle, Senior Product Specialist, Environmental Strategies Group, Pictet Asset Management Financial Performance and Environmental Impact Beyond Climate Change: A Win-Win Proposition James Tomlins, Portfolio Manager, Global High Yield ESG Fund, M&G Investments Sustainability & Public Credit Portfolios: What Happens When SRI Theory Hits the Reality of the Bond Market? Carina Silberg, Head of Sustainable Investment, Alecta Alecta - Active and Responsible Olivier Rousseau, Executive Director, Fonds de Reserve pour les Retraites Pension Fund Panel Discussion May 2018 Measuring your Investment for Climate Change Impact Graeme Griffiths, Director, Global Networks & Outreach, PRI Overview of the Trends on Responsible Investing, Sustainability and ESG Issues Jane Thosrup Jagd, Director and Lead Researcher, The Centre for ESG Research TCFD for Pension Funds - Why Even Bother? Carina Ohm, Executive Director, Climate Change & Sustainability Services, Ernst & Young P/S Measuring and Disclosing Climate Change Impact Lauren Smart, Managing Director, Global Head Financial Institutions Business, Trucost, S&P Dow Jones Indices A New Era of Portfolio Carbon Metrics Alban de Faÿ, Head of Fixed Income SRI and Green Bond Strategies, Amundi Asset Management Green Bonds and Carbon Measurement

2 April 2018 Inflation Tomorrow s Unacknowledged Problem? Looking for Higher Returns Without Increasing Risk Heikki Tikanmäki, Head of Forecasting Unit, Finnish Centre for Pensions (Elaketurvakeskus) Scenario Calculations on the Impact of Changes at Work, including the role of technology and artificial Intelligence on the pension system and public finances Aki Kangasharju, Chief Economist, Nordea Markets Economic Outlook Including a Look at Inflation and Growth Matthew Bullock, Investment Director, Global Multi-Asset Strategies Group, Wellington Management Will your Investments Withstand Rising Inflation? Visna Nhim, Portfolio Manager, European and Global Inflation Linked Bonds, AXA Investment Managers Is Inflation Back? Debunking Myth from Reality and Implications for the Bond Market Peter Manners-Smith, Portfolio Manager, Real Estate Income, M&G Investments Inflation Protection from Long Lease Real Estate February 2018 Optimising Asset Allocation in 2018 to Provide Stable Returns Coping with the Challenges of Sustainability, Capital Efficiency and Regulation Requirements! Björn Hagströmer, Associate Professor of Finance, Stockholm Business School, Stockholm University High Frequency Traders: From Disrupters to Incumbents Salman Ahmed, Chief Investment Strategist, Lombard Odier Investment Managers Shocks Not Age, Kill Cycles Raphael Muller, Portfolio Manager, GFI Credit Team, Amundi Asset Management Fixed Income Outlook - Where Next? Julie Dickson, Investment Director, Capital Group Globalisation: The Next Chapter - Investing in a Time of Rapid Change Arvid Lindqvist, Head of Research, Catella Corporate Finance Nordic Property Market Review from a Macroeconomic Perspective Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments Infrastructure Investing - Providing a Stable and Sustainable Return

3 November 2017 Strategic Asset Allocation for 2018 and Beyond - What Returns Should Pension Funds Target? Jens Bay Christensen, Director, Risk Analyst, Arbejdsmarkedets Tillægspension (ATP) Factor Investing: ATP's Experience David Buckle, Head of Investment Solutions Design, Fidelity International Asset Allocation & Strategy - What Should Pension Funds Do Today? William Adams, Chief Investment Officer, Global Fixed Income Team, MFS Investment Management Asset Allocation Strategy and Risk Considerations for Fixed Income Van Luu, Head of Currency and Fixed Income Strategy, Investment Division, Russell Investments The Low Return Imperative - Risk Management Techniques Henrik Olejasz Larsen, Chief Investment Officer, Sampension A/S Investor panel discussion - Strategic Asset Alocation Leif Hasager, Member of Supervisory Board, PBU Investor panel discussion August 2017 Is it the End of the Bull Cycle? If So, What are the Implications for Pension Fund Investments? Anders Anderson, Director, Swedish House of Finance Precautionay Savings, Retirement Planning and Misperceptions of Financial Literacy Jan Häggström, Former Chief Economist & Head of Macro Research, Handelsbanken Asset Valuation and Profit Growth in the "New Normal" David Parsons, Specialist, Multi-Asset Credit, M&G Investments Managing the Credit Cycle: A Multi-asset Credit Approach to Managing Risk and Volatility Matthew Quaife, Investment Solutions Design, Fidelity International Strategic Asset Allocation - Investing Through Uncertain Times Andrew Bloomfield, Associate Director, Research, Record Currency Management Ltd Profiting from Currency Fluctuations: Can a Risk Factor Approach Offer Diversifications? May 2017

4 Investing in Alternatives - Key Risk, Governance and Regulatory Challenges Michael Møller, Department of Finance, Copenhagen Business School & Board Member of the Danish Central Bank Obligatory Defined Contributions Schemes Over Life Jesper Dan Jespersen, Partner, Financial Services Group, & Torben Hartz, Executive Director and Head of Infrastructure Advisory Team, Ernst & Young Implementation Challenges of New Alternatives Regulations Eric Wohleber, Global Head of Sales for Real and Alternative Assets, AMUNDI Asset Management Real and Alternative Assets: Opportunities, Trends and Main Risks in Europe? John Redding, Floating-Rate Loan Portfolio Manager, Eaton Vance Management (International) Ltd. Alternative Credit: An Update on Bank Loans and CLOs, and Thoughts on Regulation Sune Schackenfeldt, Chief Executive Officer, & Leif Hasager, Member of Supervisory Board, PBU (Paedagogernes Pensionskasse) A look at how PBU invests in alternatives and takes account of the regulatory and reporting requirements. April 2017 Bond Investment in 'Interesting' Times - Managing Geopolitical and Other Risks Professor Antti Suhonen, Professor of Practice in Finance at Aalto University School of Business, Helsinki, Finland Theory and Practice of Smart Beta: Implications for Institutional Investors. Patrick Zweifel, Chief Economist, Pictet Asset Management Economic Outlook in an Environment of Policy Uncertainty Anando Maitra, Senior Portfolio Manager, Credit Strategies, Lombard Odier Asset Management (Europe) Limited How to Manage your Bond Portfolio in Today's Environment? David Riley, Head of Credit Strategy, Bluebay Asset Management LLP Positioning for Regime Change Steve Drew, Head of Emerging Market Credit, Henderson Global Investors First World Problems, Looking Beyond Developed Markets for Alpha

5 February 2017 Climate Change Investment Issues in a Trump World: Measuring the Impact and Return! Karin Modig, Associate Professor in Epidemiology, Karolinska Institutet (KI) The Ageing Population: What has been driving the increase in life expectancy and what can we expect for the future in terms of health and longevity? Stefan Lundbergh, Director, Cardano Insights & Board Member, AP-fonden 4, Cardano Geopolitical/Economic Implications for the Year Ahead Alan Hsu, Global Industry Analyst, Wellington Management International Ltd Managing Climate Change - Delivering Returns to your Portfolio Cost Effectively Gideon Smith, Europe Chief Investment Officer, AXA Rosenberg Investment Management Ltd Climate Change Implications - Measuring its Impact on your Portfolio and Practical Considerations