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10 May 2023 - Hotel Kämp

10 May 2023
Hotel Kämp

Day 1

Conference chair:

Welcome

Evenco International is gathering the Nordics’s most influential fund selectors for the Evenco International Fund Forum Pan-Nordic in association with Bloomberg, where international asset managers will present their latest investment strategies in global and emerging markets across equities, fixed income & private assets.

We are delighted to invite you to this exclusive conference at Hotel Kämp to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions. With in depth discussions, presentations, debates and networking opportunities in store, our Pan-Nordic Fund Forum will bring valuable insights, as well as the latest and most sophisticated investment strategies in the asset management industry.

AGENDA
10 May 2023

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08.30 - 08.45

OPENING REMARKS

TIM CRAIGHEAD

Senior European Strategist,
Director of Research (Content)
Bloomberg Intelligence

Tim Craighead leads the Bloomberg Intelligence European equity strategy team, and manages the global content and editorial teams for BI, Bloomberg’s global investment research team. Tim has more than 35 years of experience in investment research. He joined Bloomberg Intelligence in early 2010 in New York and transferred to Hong Kong in early 2012 to develop the Asia research team, where he also covered Asian strategy and the casino gaming industry. He relocated to London in his current role in 2016. Prior to joining BI, Tim worked at Goldman Sachs where over a 21 year career he managed the U.S. investment review committee process, ran product management and wrote a global themes research product. He began his career there as an equity research salesperson in both New York and then London.

Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and research across industries and global markets, plus insights into company fundamentals. The BI, team of 400 research professionals is here to help clients make more informed decisions in the rapidly moving investment landscape. BI’s coverage spans all major global markets, more than 135 industries and 2,000 companies, while considering multiple strategic, equity and credit perspectives. In addition, Bl has dedicated teams focused on analyzing the impact of government policy, litigation and ESG.

BI is also a leading Terminal resource for interactive data. Aggregated, from proprietary Bloomberg sources and 500 independent data contributors, the unique combination of data and research is organized to allow clients to more quickly understand trends impacting the markets and the underlying securities. Bloomberg Intelligence is available exclusively for Bloomberg Terminal® subscribers, available on the Terminal and the Bloomberg Professional App.

10.35 - 11.00

SPONSOR PANEL I

led by Tim Craighead,
Senior European Strategist,
Director of Research (Content),
Bloomberg Intelligence

10.45 - 11.10

PANEL DEBATE

Riding the Inflation Wave: Exploring Fixed Income Strategies for Sustainable Returns

JAKOB VELJO

Head Strategist at Bank Invest

Jakob Veljo, Head Strategist at Bank Invest – jve@bankinvest.dk
Jakob Vejlø is Chief Strategist at BankInvest Asset Management. He is part of the Multi Asset team responsible for global asset allocation.  BankInvest is a Danish asset management company that provides investment solutions for institutional and private clients. The company offers a range of investment products and services, including equities, bonds, multi-asset portfolios, and alternative investments. BankInvest has a strong focus on sustainable investing and responsible business practices. It was founded in 1969 and is headquartered in Copenhagen, Denmark.

Jakob Veljo, Head Strategist at Bank Invest – jve@bankinvest.dk
Jakob Vejlø is Chief Strategist at BankInvest Asset Management. He is part of the Multi Asset team responsible for global asset allocation.  BankInvest is a Danish asset management company that provides investment solutions for institutional and private clients. The company offers a range of investment products and services, including equities, bonds, multi-asset portfolios, and alternative investments. BankInvest has a strong focus on sustainable investing and responsible business practices. It was founded in 1969 and is headquartered in Copenhagen, Denmark.

PETER LINDALH

Head of Systematic Fund at Evli

Peter Lindahl is heading the Systematic Funds team at Evli with more than 25 years of experience in the financial industry. At Evli he has worked with various portfolio management responsibilities, e.g. multi-asset, factor investing and tactical asset allocation. Peter is also the chairman of Evli’s Asset Allocation Group. Evli is Finland’s leading asset management company offering a broad range of services including mutual funds, asset management and alternative investment products.

Peter Lindahl is heading the Systematic Funds team at Evli with more than 25 years of experience in the financial industry. At Evli he has worked with various portfolio management responsibilities, e.g. multi-asset, factor investing and tactical asset allocation. Peter is also the chairman of Evli’s Asset Allocation Group. Evli is Finland’s leading asset management company offering a broad range of services including mutual funds, asset management and alternative investment products.

13.30 - 13.50

SPONSOR PANEL II

led by Tim Craighead,
Senior European Strategist,
Director of Research (Content),
Bloomberg Intelligence

14.30 - 14.55

PANEL DEBATE

Tackling CO2 Emissions and Navigating the Road to the Paris Agreement

MARC OLIVIER DINES

Head of Listed Investments at Vellux Foundation

Marc Olivier Dines is the Head of Listed Investments at the Velux Foundations in Denmark. He previously served in various roles as a Senior Portfolio Manager at PensionDanmark, where he worked on implementing a Paris Agreement-aligned investment portfolio, and as Senior Treasury Manager in FIH, a Danish bank, covering most listed asset classes. Marc has increasingly worked with integrating ESG considerations into the investment process. He holds an MSc in Economics (2006) from the University of Copenhagen, where he has also lectured as External Associate Professor. Marc is a CFA charterholder, holds the Certificate in ESG Investing and recently authored a chapter on Net Zero implementation in “ESG Investing and Analysis – A Practitioner’s Guide” by RiskBooks.

Marc Olivier Dines is the Head of Listed Investments at the Velux Foundations in Denmark. He previously served in various roles as a Senior Portfolio Manager at PensionDanmark, where he worked on implementing a Paris Agreement-aligned investment portfolio, and as Senior Treasury Manager in FIH, a Danish bank, covering most listed asset classes. Marc has increasingly worked with integrating ESG considerations into the investment process. He holds an MSc in Economics (2006) from the University of Copenhagen, where he has also lectured as External Associate Professor. Marc is a CFA charterholder, holds the Certificate in ESG Investing and recently authored a chapter on Net Zero implementation in “ESG Investing and Analysis – A Practitioner’s Guide” by RiskBooks.

MARKUS LINDKVIST

Director of Sustainability at Aktia

Markus Lindqvist works as the director for sustainability at Aktia Bank. His main areas of responsibility include leading the ESG development at Aktia relating to responsible investment and responsible financing, as well as Aktia’s own corporate responsibility work. In his previous roles, Markus has worked, e.g. As the CEO of Aktia Fund Management Company and been responsible for Aktia’s international business development. Markus has worked within ESG for more than 15 years.

Markus Lindqvist works as the director for sustainability at Aktia Bank. His main areas of responsibility include leading the ESG development at Aktia relating to responsible investment and responsible financing, as well as Aktia’s own corporate responsibility work. In his previous roles, Markus has worked, e.g. As the CEO of Aktia Fund Management Company and been responsible for Aktia’s international business development. Markus has worked within ESG for more than 15 years.

ERIC PEDERSEN

Head of ESG Nordea

Eric Christian Pedersen is the Head of Responsible Investments at Nordea Asset Management (NAM), the largest Nordic Asset Manager and a Global leader in ESG and Sustainable Investments. NAM manages in excess of EUR 250bn, including the market’s largest fund in the SFDR Article 9 category, the Nordea-1 Global Climate and Environment fund. Eric is the vice-Chair of the Danish Sustainable Investments Forum (Dansif), serves on the Advisory Board of the Boston University Impact Measurement & Allocation Program (IMAP), and was a member of the Danish Committee on Corporate Governance and the Finance Denmark Forum for Sustainable Finance.

Eric Christian Pedersen is the Head of Responsible Investments at Nordea Asset Management (NAM), the largest Nordic Asset Manager and a Global leader in ESG and Sustainable Investments. NAM manages in excess of EUR 250bn, including the market’s largest fund in the SFDR Article 9 category, the Nordea-1 Global Climate and Environment fund. Eric is the vice-Chair of the Danish Sustainable Investments Forum (Dansif), serves on the Advisory Board of the Boston University Impact Measurement & Allocation Program (IMAP), and was a member of the Danish Committee on Corporate Governance and the Finance Denmark Forum for Sustainable Finance.

JAKOB VELJO

Head Strategist at Bank Invest

Jakob Veljo, Head Strategist at Bank Invest – jve@bankinvest.dk
Jakob Vejlø is Chief Strategist at BankInvest Asset Management. He is part of the Multi Asset team responsible for global asset allocation.  BankInvest is a Danish asset management company that provides investment solutions for institutional and private clients. The company offers a range of investment products and services, including equities, bonds, multi-asset portfolios, and alternative investments. BankInvest has a strong focus on sustainable investing and responsible business practices. It was founded in 1969 and is headquartered in Copenhagen, Denmark.

Jakob Veljo, Head Strategist at Bank Invest – jve@bankinvest.dk
Jakob Vejlø is Chief Strategist at BankInvest Asset Management. He is part of the Multi Asset team responsible for global asset allocation.  BankInvest is a Danish asset management company that provides investment solutions for institutional and private clients. The company offers a range of investment products and services, including equities, bonds, multi-asset portfolios, and alternative investments. BankInvest has a strong focus on sustainable investing and responsible business practices. It was founded in 1969 and is headquartered in Copenhagen, Denmark.

Programme menu

10 May

Fixed Income Investment Day

11 May

Equities Investment Day

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Money Market

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Convertible Bonds

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Frontier

No Data Found

Domestic

No Data Found

PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

Sample agenda
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