Program
2025
| 08:30 | Registration and morning coffee |
| 08:50 | Moderator from SvD Näringsliv introduces and opens the conference |
| 09:10 | KEYNOTE SPEAKER Tsunami of trade wars and protectionist policies: Sweden’s role in promoting multilateralism and new constellations for cooperation Andrew Wilson is the Global Policy Director at the International Chamber of Commerce (ICC) and ICC’s Permanent Observer to the United Nations - a position which he has held since 2018. In his role, Mr. Wilson oversees ICC’s engagement with international organizations and processes, including the United Nations, the European Union, the World Trade Organization and the Group of 20 while leading the development of ICC’s policy recommendations, practical guidance and standard setting activities. • The International Chamber of Commerce (ICC) the world’s largest representative organization for business and trade • The Economic consequences of increased tariffs are already clear, but they risk getting worse • Sweden has an important role in countering the negative consequences of a global trade war and create a regulatory framework Andrew Wilson, Global Policy Director, International Chamber of Commerce (ICC) and ICC’s Permanent Observer to the United Nations |
| 09:50 | How to respond when the environments for beta and alpha diverge? In the evolving landscapes of beta and alpha environments, investors are increasingly scrutinising the relative appeal of various capital markets. Navigating this terrain presents the challenge of pinpointing areas of value amidst: 1. Heightened macroeconomic uncertainty 2. Geopolitical risk 3. Increased cross-sectional dispersion While these conditions may elevate investor risk, they simultaneously offer unique opportunities for those equipped with the necessary insight and expertise to capitalise on them. Harvey Bradley, Head of Global Rates, Insight Investment |
| 10:20 | Beyond direct lending – how the private credit market is evolving • The rise in Investment Grade Private Credit • Options for shorter duration private credit: how fund finance can help • The next frontier of private credit: asset backed finance Marianne Zangerl, Deputy Global Head of Fixed Income and Head of ESG Fixed Income, Aberdeen Investments |
| 10:40 | Morning coffee & networking |
| 11:10 | PANEL DISCUSSION The Eternal question of the Investor: What will the markets be trading in the coming years? Emerging Markets, EU or USA? • Are Emerging Markets an opportunity now that interest in US assets is declining and what does it look like for investments in the EU? • Is the reduced interest in US assets a temporary blip or is this the start of a new trend? What factors speak for a new trend? • Investments with a US in decline and the dollar no longer as dominant as a currency: What is appropriate to choose instead? • How does the new situation affect China, India and Africa? • What is the investment appetite in Europe and what has happened since the Draghi report? Moderator from SvD Näringsliv leads the panel discussion with the participants: Phil Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Markets Equities, RBC BlueBay Asset Management Anna Stellinger, Deputy Director General, Head of International and EU Affairs, Svenskt Näringsliv Linda Sundberg, Head of Sustainable Investing, Svenska Kyrkan Jenny Rundbladh, VD, SPP Pension och försäkring Panelists are continuously updated |
| 11:50 | Capturing Mega Trends on a Global Scale: Investments in the Defense and Cyber Security Industry Joakim Agerback, Finserve Nordic AB |
| 12:10 | Lunch & networking |
| 13:20 | PANEL DISCUSSION Europe adapts to a new geopolitical fragility: Defense, Homeland Security and Cyber Security • Geopolitical tensions & Great Power rivalry drives increasing defence spending • Financial hype around the defense industry with increased investments in Europe • Defense companies are no longer a closed industry for investments • Investments in defense high technology and innovation - possibilities Moderator from SvD Näringsliv leads the panel discussion with the participants: Daragh Brown, Senior Regional Representative for Scandinavia and Iceland, European Investment Fund (EIF) Johanna Lybeck Lilja, State Secretary Swedish Ministry of Finance, The Government of Sweden Karl L E Engelbrektson, Ret. Major General, Swedish Army Panelists are continuously updated |
| 13:50 | The European transformation and focus in sustainable Infrastructure illiquid solutions Richard Marshall, Head of Infrastructure Research, DWS |
| 14:10 | Emerging markets in 2050: growth in a changing world • Over the next 25 years, Emerging Market economies are anticipated to attract a disproportionately significant share of investor attention • This session will examine potential global developments throughout this period • Particular emphasis will be placed on how companies and countries within Emerging Markets may benefit from these anticipated changes Andrew Keiller, Partner, Baillie Gifford |
| 14:30 | Afternoon coffee and networking |
| 15:00 | A new economic and political world order: How does it affect you as an institutional investor? • What could it look like? • What will be the roles of the US, the EU and China? • How will companies and investors be affected? Per Hammarlund, Chief Investment Strategist, AP4 |
| 15:40 | How do we navigate transparency in an everchanging world? • The world’s most transparent investment fund: The Government Pension Fund Global has reached the top of the Global Pension Transparency Benchmark • When transparency builds lasting trust and how a principle based approach is crucial in an ever-changing world • How to navigate the fine line between openness and strategic discretion Marthe Skaar, Chief Communications and External Relations Officer (CCO), Norges Bank Investment Management (NBIM) |
| 16:20 | The Moderator from SvD Näringsliv end SvD Investor Summit 2025 |
| 16:30-17:30 | Networking mingle with drinks and snacks |