Program 2022

08:30Registrering och morgonkaffe
09:00Moderator Mikael Törnwall från SvD Näringsliv inleder och öppnar konferensen
09:10Från pandemi till geopolitisk kris – hur ser framtiden ut för Sverige och Norden?

• Från optimism och tillförsikt inför tiden efter pandemin, till ökade geopolitiska spänningar och hot mot demokratin.
• Kommer det nya ”kalla kriget” mellan öst och väst att eskalera till ett storkrig?
• Hur kan de nordiska länderna hantera det nya politiska läget – agera i samförstånd eller gå sina egna vägar – och vilka blir i så fall följderna?
• De ökande politiska spänningarna medför oro – men är oron överdriven?

Risto E.J. Penttilä, VD, Nordic West Office
09:40The European economic situation – where are we at?

• The stability in Europe
• ECB / UK
• Rate hikes
• House prices
• Inflation

Azad Zangana, Senior European Economist, Schroders
10:10Sveriges ekonomi i ett osäkert läge – utmaningar och möjligheter

• Omvärldsfaktorer – från pandemi till krig
• Från låg inflation och låga räntor till hög inflation och höga räntor
• Krav på finanspolitiska stöd pressar de offentliga finanserna

Karolina Ekholm, Riksgäldsdirektör, Riksgälden
10:40Förmiddagskaffe & nätverkande
11:10PANELDISKUSSION
Planning…when all plans fail - How to manage Risk in an uncertain Investment climate with unpredictable storms

• The last years has shaken our certainty in a wide range of ‘givens’. Thing we have long taken for granted changed literally over night with the pandemic and invasion of Ukraina
• What are the consequences for Institutional investors in the near and long term?
• How can we think from a Risk Management perspective in this tense geopolitical situation?
• In addition, increased Inflationary pressures and Interest rate increases - even higher risk of weakened or no growth? How do we meet the challenge?

Mikael Törnwall, SvD Näringsliv will moderate this discussion with the panel members below:

Jeremy Richardson, Senior Portfolio Manager, RBC Global Equity, RBC Global Asset Management (UK) Limited
Lars-Göran Orrevall, Chief Investment Officer, Skandia
Annika Winsth, chefekonom, Nordea
11:40PANELDISKUSSION

ESG Impact investing – the new normal?


Sustainability from an Investing perspective where we will discuss topics as:
• Microfinance
• Emerging Markets
• Objectives / Reporting
• Active Ownership of ESG
• Passive investing in ESG
• ESG scoring approach, impact classification

Mikael Törnwall, SvD Näringsliv will moderate this discussion with the panel members below:

Carina Silberg, Head of Corporate Governance and Sustainability, Alecta
Colm O'Brien, Head of Index, EMEA, Legal & General Investment Management
Philipp Müller, CEO, BlueOrchard (part of the Schroders Group)
12:10Digital infrastructure and the opportunity for significant investment in sustainability

• Rapid internet growth and the shift from offline to online across all sectors and demographics has led to exponential growth in demand for network services and data centres.
• The World Economic Forum estimates the combined global value of digital transformation to society and industry will exceed $100trn by 2025.
• This growth in digital infrastructure promises opportunity for significant investment in sustainability. Using a green data centre as a case study, this presentation will discuss the opportunities available to investors.

Ingrid Edmund, Head of Portfolio Management and Financing Infrastructure Investments, Columbia Threadneedle
12:30Lunch och nätverkande
13:40PANELDISKUSSION

Increased Investment in Real Assets/Infrastructure and the Energy transition – Opportunities and Challenges


Is Real Assets/Infrastructure and the Energy transition in an uncertain world with large geopolitical tensions and
macroeconomic challenges with high inflation and higher interest rates a good long term investment? Issues that we will discuss during the discussion.

• How do we act as long-term investors with increased risks in this new environment?
• The search for relatively stable returns and stable cash flows!
• What does the restart of the economy and the transition to a more sustainable business and society look like after the pandemic and the ongoing Ukraine crisis?
• Infrastructure investments - What kind of cooperation between private capital and the government is required to make a sufficient long-term investment?
• Increased interest of ownership in infrastructure, such as renewable energy in the form of wind and sun power from institutional investors.
• How can investments in data centres (/generally) be structured to de-risk investors from supply side issues (including energy supply)?
• How can data centres form a part of the transition to a low carbon environment despite high energy requirements?
• What risks does recession pose to the underlying fundamentals of investments into the data centre sector?


Mikael Törnwall, SvD Näringsliv will moderate this discussion with the panel members below:

Liisa Raasakka, Head of the EIB Group representation for Sweden, Stockholm Office, European Investment Bank (EIB)
Paul Lewis, Director Data Centres, Principal Real Estate
Mikael Lundin, Senior Advisor in the Energy transition & Infrastructure
Paul Stormoen, VD, OX2 Global
14:10Investing in megatrends – new frontiers of long-term growth

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. Our expected future needs create a compelling case for exciting new developments in technology paving the way for a whole host of industries to grow and drive global transformation. In this presentation, WisdomTree will outline an array of megatrends and the key principles for accessing them. The discussion will include:
• The Energy Transition – how battery technology is helping tackle climate change
• Biorevolution – a megatrend that cuts across human health, agriculture, and biofuels
• Digital Revolution – advancements in artificial intelligence, cloud computing, and cybersecurity

Mobeen Tahir, Director, Research, Wisdom Tree
14:30Navigating market uncertainty with factors & ESG

• The factors that stand to benefit from the structural shifts in the global economy and increased market volatility
• How ESG research can complement factor exposure to increase excess return consistency and mitigate downside risk
• Implementing a risk-aware approach that minimizes unintended risk and seeks to maximize risk-adjusted returns.

Michael Hunstad, Ph.D. - Chief Investment Officer – Global Equities, Northern Trust Asset Management
14:50Investing in sustainable solutions in emerging markets to deliver profit with purpose

• The challenges that can be tackled with targeted investment in sustainable development
• Identifying companies that are positively and materially contributing to the UN’s SDGs
• Four-Step Approach: Fundamentals & Alignment, Materiality, Intentionality and Measurability

Samuel Bevan, Investment Director, Emerging Markets Debt, abrdn
15:10Eftermiddagskaffe & nätverkande
15:40Vägen tillbaka till inflationsmålet

Per Jansson, Vice Riksbankschef, Riksbanken
16:10Planning…when all plans fail

The last years the business environment has changed, some have flourished like never before, others have been in the storm of their lives. Looking ahead to the coming years and decades, we are witnessing a profound landscape change in the way we work, live, consume, engage with one another and structure our lives. While the amount of information we receive is growing exponentially, our structural line of sight has never been more uncertain. How do we combine human and machine intelligence? What are the long-term Risk with a split between East and West? Does it matter which country introduces the first national cryptocurrency? What will it mean if globalisation of goods, services and capital flows stalls and reveres as the global collaboration is centrifuged into regionalisation and bilateralism? And those are just a few vectors of change to consider.

• The last years has shaken our certainty in a wide range of ‘givens’. Thing we have long taken for granted changed literally over night.
• How does one plan and keep a long term view in such circumstances?
• We tend to refer to the future as a state that will eventually transpire and engulf us, and often with a certain flavour. But the future is neutral and we often have ample time to make the most of it.
• Is it possible to treat the future as an asset?

Daria Krivonos, CEO & Futurist, Copenhagen Institute for Future Studies
16:50Moderator Mikael Törnwall, SvD Näringsliv summerar och avslutar SvD Investor Summit 2022
17:00-18:00Mingel med dryck och tilltugg