Tisdag 15 maj 2018

08:00Registrering & morgonkaffe
08:30Moderatorerna Maria Rimpi och Patricia Hedelius från Svenska Dagbladet öppnar konferensen
08:35Exponential transformations – pathways to a sustainable future for humanity on Earth

Johan Rockström, Professor Water Systems and Global Sustainability and Director, Stockholm Resilience Centre
09:25Riksbanken – ränteläget & framtida prognos

Utvecklingen sedan september 2017 har varit i linje med Riksbankens prognoser i såväl omvärlden som Sverige. Återhämtningen i omvärlden fortsätter men det globala inflationstrycket är dämpat och ränteläget är lågt även fast det börjar röra på sig. Normaliseringen av penningpolitiken i omvärlden väntas ta tid. Vad väntar oss?

Kerstin af Jochnick, förste vice riksbankschef, Sveriges Riksbank
10:30Looking past Central Bank policy: Extracting value from within the market, not just from the market

For credit investors the question should be; can we look beyond the ups and downs of the market and generate alpha that can have a material impact on our investment outcome? While everybody is watching the Central Banks the world continues to change in many other ways and companies have to adapt to remain successful. By taking this perspective we can identify opportunities that others are missing.

Jonathan Harris, Investment Director at Schroders, covering credit strategies. He joined Schroders in 2007 and is based in London.Jonathan was a Product Specialist at BlackRock from 1999 to 2007, covering Global Fixed Income strategies. He was a Business Analyst at JP Morgan Chase from 1996 to 1999, which involved developing efficient business processes to ensure more efficient use of resources in a rapidly growing business. Qualifications: IMC Holder; BSc in Linguistics Science from the University of Sheffield.
11:10The European Perspective for the Banking Union – the investor perspective

- The new regulatory regime for banks and investors
- Completion of the Banking Union
- Bail-in tool in resolution
- The Single Resolution Fund as part of European safety net

Dr Timo Löyttyniemi is the Vice Chair for the Single Resolution Board. The SRF consists of the following sectors: collecting of the contributions, funding and financing and investments. He is the chair of the Committee on Contributions which coordinates the work between SRB and NRAs on collecting of the contributions from the credit institutions to the Single Resolution Fund. Before joining the SRB, he has been the Managing Director of the Finnish government’s State Pension Fund (2003-2015).
11:50In search of the optimal EMD exposure

- Is EMD the last frontier in yield, offering the benefits of stable fundamentals, superior credit quality and distinct drivers of return?
- How to address structural imbalances in traditional indices, finding an appropriate level of risk?
- Turning theory into a real life portfolio, optimizing the emerging market debt allocation for a Swedish institutional investor

Curtis Evans, Head of Investment Directing, European Fixed Income, Fidelity International. Curtis joined Fidelity in 2007 as Product Manager responsible for the UK fixed income and European high yield product ranges (covering retail, wholesale and institutional clients globally). In 2011, Curtis began work at the Toronto Dominion Bank as Vice President, Global Fixed Income Sales, with coverage of UK real money clients. He re-joined Fidelity in May 2013 as Investment Director and manager of the fixed income product specialist function. Today, Curtis is responsible for the team of Fixed Income Investment Directors and Specialists in London and is a member of Fidelity’s Fixed Income Operating Committee
13:20Investing for Impact: What is really "good" performance?

- What is impact investment?
- What outcomes can you expect?
- How to measure impact?

Impact investing is the latest wave in the RI evolution. Impact moves beyond simple exclusionary screening and recognises that through innovative financial solutions investors' capital can be put in motion towards greater social utility while aiming to generate market equivalent returns.

Shade Duffy, Head of Corporate Governance, AXA IM. As Head of Corporate Governance within the Responsible Investment team in MACS, Shade has been responsible for leading voting and engagement work since joining AXA IM in 2005. Prior to AXA IM, Shade worked in a similar role as Head of Corporate Governance at Henderson Global Investors for three years. Before that, she worked as a Deputy Manager for the National Association of Pension Funds’ Voting Issues Service, where she advised pension funds on corporate governance issues. Shade holds a Master’s in Law from Tulane University and a Bachelor’s in Law from Wolverhampton University.
13:45Finansmarknaden efter Mifid II – blev det som vi trott? Det regulatoriska utfallet och konsekvenserna

Den 3 januari infördes det nya europeiska regelverket Mifid II i Europa. På förhand är osäkerheten stor kring vad som kommer att ske med handeln med en rad instrument, och det finns få hörn av marknaden som inte berörs av de nya reglerna. Den 15 maj har det gått drygt fyra månader sedan regelverket infördes, vi diskuterar vilka farhågor som infriades, och vilka förbättringar regelverket medfört för marknadens aktörer, däribland institutionella investerare.

Markus Mild, Regularory strategist & Complaince Analyst, Nasdaq. Markus har en bakgrund på Finansinspektionen, och driver Nasdaqs övergripande MiFID II-arbete.

Investing in ESG – what’s the next strategical step for growth?

Richard Gröttheim vd, AP7

Lauri Rosendahl, vd, Nasdaq Nordic

Peter Andersson, Managing Director, Head of Nordics, Middle East and Israel, Legg Mason

Jeannette Andrews, Corporate Governance Manager, Legal & General Investment Management
15:15Fixed income for outcome orientated investing

Dan James, Global Head of Fixed Income, Portfolio Manager, Aviva Investors Multi-Strategy (AIMS) Target Return and Aviva Investors Multi-Strategy (AIMS) Fixed Income Funds. Dan is responsible for management and oversight of the Global Fixed Income team business comprising of teams in London, Paris, Warsaw, Chicago, Toronto and Singapore. He is also a co-manager of our AIMS Target Return Fund and AIMS Fixed Income funds. Prior to assuming his current role, Dan was our Global Head of Rates and Multi-Strategy Fixed Income. Before joining Aviva Investors, Dan was Chief Investment Officer at Fischer Francis Trees and Watts where he was responsible for fixed income, absolute return and global aggregate products. Previously, he held positions at ABN AMRO Asset Management and Mercury Asset Management.

Alternative investments - Risk & allocation – how to know what to invest in from a shorter and longer perspective?

Mårten Lindeborg, CIO and Deputy CEO, AP 3

Niklas Ekvall, vd, AP4

Richard Gröttheim, vd, AP7

Knut Gezelius, Lead portfolio manager, Skagen fonder
16:20Applying the UN Sustainable Development Goals in fixed income

Joshua Kendall, ESG Analyst, Fixed Income, Insight Investment. Joshua joined Insight’s Fixed Income Group in May 2015 as an ESG analyst. Prior to joining Insight, Joshua was an ESG consultant at MSCI, responsible for managing a portfolio of clients with ESG integration strategies. Joshua 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. Joshua 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. Joshua also holds the Investment Management Certificate from the CFA Society of the UK
16:55Managing geopolitical risk – what will the future bring with Trump and Brexit?

Long gone are the days when investors could ignore geopolitical, political, and macroeconomic instability. At the same time technological developments presents both challenges and opportunities.

- Turbulence due to political disruption in the western markets
- What will be the long term consequences of Brexit and how is the dynamics changing?
- Nordic economies and business highly exposed to the west
- New context both a threat and an opportunity depending on how well prepared and well positioned the Nordics are
- The technological revolution
- What is the future from a geopolitical horizon short term and longer term?

Aida Hadzialic, Partner & Director, Nordic West Office
17:30Moderatorerna leder en avslutande diskussion och avslutar SvD Investor Summit 2018
17:40- 18:20Mingel med dryck och tilltugg
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