The European Pension Fund Investment Forum
Nordic Division - Meeting History
February 2015
Can Europe Avoid Repeating Japanese Mistakes? A Look at the Implications for your Fund
Speakers:
Per Frennberg, Head of Investment Management, Alecta Investment Management
Alecta - Investment strategy today and tomorrow
Alex Treves, Head of Japanese Equities, Fidelity Worldwide Investments
Lessons from Japanese Economic Experience Over the Past Few Decades
Par Magnusson, Chief Economist, Sweden, Royal Bank of Scotland Group Plc
Scandinavian Fixed Income
Evan Grace, Asset Allocation Portfolio Manager & Strategist, Wellington Management International Ltd.
Key Strategic Asset Allocation Considerations in the Current Macroeconomic Environment
Michael Timm, Senior Investment Manager, SPP Life Insurance
Case Study: Liability Driven Investments in a low yield environment
November 2014
Making Money with Alternatives: Challenges, Opportunities and Regulation!
Speakers:
Jesper Dan Jespersen, Partner, Financial Services Group, Ernst & Young
The Money and the Policeman - What to expect from the Danish Regulator
Nick Spencer, Director of Client Strategies, Alternative Investments, Russell Investments
Alternatives: more than simply the best
Daniel Schoneveld, Principal, Hamilton Lane
What is private equity
Frederic Samama, Deputy Head of Institutional Clients and Sovereign Entities, AMUNDI Asset Management
Low Carbon Exposure and Low Tracking Error
Steen Villemoes, Consultant and Chairman, International Woodland Company
The European Pension Fund Investment Forum
Nordic Division - Meeting History
August 2014
Fixed Income: Reviewing the Impact of Changing Risk Premia” or What to do with your Bond
Portfolio Now?
Speakers:
Bengt Hansson, Senior Economist, Boverket (National Housing Board)
The Swedish Housing Market – Update and Future Challenges
Johan Javeus, Chief Strategist, SEB Research
Economic Overview with Implications for Fixed Income Markets
Antoine Lesné, Global Fixed Income Portfolio Management Team, State Street Global Advisors
Fixed Income in Transition: Looking for the Factors of Success
James Briggs, Credit Portfolio Manager, Henderson Global Investors
An Alternative Approach to Investment Grade Credit
Blair Reid, Institutional Portfolio Manager & Member of the Asset Allocation Committee, BlueBay Asset
Management LLP
Asset Allocation within Credit – Multi-asset Credit Investing
June 2014
Responsible Investment for Pension Funds - Resolving Key Dilemmas
Speakers:
Fiona Reynolds, Managing Director, Principles for Responsible Investment
PRI 2014 Signatory Update
Cèline Louche, Associate Professor, Audencia Nantes School of Management
Responsible Investment – Resolving Dilemmas
Mike Clark, Director, Responsible Investment, Russell Investments
Responsible Investment: Challenges for Pension Funds.
Cathrine de Coninck-Smith, Sustainable and Responsible Investment Officer, Threadneedle Asset
Management
Responsible Investing for Pension Funds – Resolving Key Dilemmas
Anders Pabian, Head of Alternatives, PenSam
SRI Policy – Case study on Government bonds
Andreas Weilby, Senior Investment Analyst, Financial Markets & Research, Kirstein Finans A/S
ESG Experiences in the Nordic region
The European Pension Fund Investment Forum
Nordic Division - Meeting History
April 2014
Asset Allocation Strategies and Improving Performance - The Latest Thinking
Speakers:
Vesa Puttonen, Professor of Finance (Head of Department), Aalto University School of Business
Excessive Return Expectations and Other Investors Mistakes
James Montier, Asset Allocation Team Member, GMO
No Silver Bullets in Investing (just old snake oil in new bottles)
Patrick Rudden, Asset Allocation Team Member, AllianceBernstein
A Closer Look At Variance and Correlation
Dino Davis, Institutional Portfolio Manager, MFS Investment Management
Low volatility investing: an overview
Staffan Sevón, Head of Tactical Allocation, Ilmarinen Alpha and Hedge Funds, Ilmarinen Mutual Pension
Insurance Company
Recent thoughts on asset allocation
February 2014
Making Objective not Subjective Decisions: Practical Lessons from Behavioural Finance
Speakers:
Thomas Olofsson, The Swedish National Debt Office
Managing the Swedish Government Debt
Paul Craven, Behavioural Economics Coach and Consultant
Practical Lessons from Behavioural Finance
Aled Jones, Head of Responsible Investment - EMEA, Mercer
Responsible Investment - the route to better decision-making?
Luciano Diana, Senior Investment Manager, Sector & Theme Funds Team, Pictet Asset Management
Behavioural Finance and Thematic Investing
Henrik Nordling, Managing Director (Acting), Telia Pension Fund
The European Pension Fund Investment Forum
Nordic Division - Meeting History
November 2013
Challenges for Derivatives Use as a Portfolio Management Tool and in Liability Hedging Strategies
Speakers:
Ulla Agesen, Head of Manager Selection, Nykredit Asset Management
Nykredit Case Study - Investment Strategy and Manager Selection Process
Gijsbert de Lange, Consultant, Towers Watson (Amsterdam)
Hedging and the Use of Derivatives – Lessons from the Netherlands
Gilbert Keskin, Co-Head Volatility, Arbitrage and Convertible Bonds, AMUNDI Asset Management
Challenges for the Use of Derivatives
Henrik Olejasz Larsen, Chief Investment Officer, Sampension A/S
Pension Fund Case Study
Richard Pape, Executive Director, Securities Division, Goldman Sachs International
August 2013
Liquidity & Solvency Issues for Pension Funds & Other Institutional Investors
Speakers:
Tom Fearnley, Investment Director, The Ministry of Finance (Norway)
Norges Bank Pension Fund Case Study
Caspar Holter, Senior Consultant, Investment Consulting, Mercer (Norge) AS
Current Regulatory Environment and the Implications for Investment Strategy
Roger Urwin, Global Head of Investment Content, Towers Watson
Risk Premia Investing – Achieving Stable Long- term Returns
Mark Hutchinson, Head of Alternative Credit, M&G Investments
Opportunities in Credit and Beyond
Matti Leppälä, Secretary General & Chief Executive Officer, PensionsEurope
Harald Magne Glomdal, Chief Investment Officer, Opplysningsvesenets Fond
About Opplysniingsvesenets fond: Some acknowledgement
The European Pension Fund Investment Forum
Nordic Division - Meeting History
June 2013
Alternative Asset Investing - Meeting the Valuation Challenge and Satisfying the Regulators
Speakers:
Morten Malle, Chairman of the Nordic Forum
Opening slides - Christmas letter from the FSA
Johan Peter Paludan, Director Emeritus, Copenhagen Institute for Future Studies
Special Morning Presentation - Using scenario planning for corporate strategy - the CIFS Way
Andreas Weilby, Senior Investment Analyst, Financial Markets & Research, Kirstein Finans
Investing in Alternative Assets - Experiences of Nordic Investors
Andre Frugte, Senior Consultant, Orchard Finance Consultants
A Framework for Valuation of Alternative Assets - A Dutch Perspective
Francesco di Valmarana, Partner, Pantheon Ventures (UK) LLP
Valuation of Private Equity and Infrastructure Assets
Roger Naylor, Head of Investment: Forestry, International Woodland Company (IWC)
Challenges on the Valuation of Timberland
April 2013
Cost Management - Identifying and Controlling Key Visible and Hidden Costs: Improving the
Bottom Line
Speakers:
Hannu Uusitalo, Director, Professor, Finnish Centre for Pensions
Special Morning Presentation - Evaluation of the Finnish Pension System
Timo Ritakallio, Deputy CEO, Head of Investments, Ilmarinen Mutual Pension Insurance Company
Pension Cost Management - Identifying and Controlling the Key Visible and Hidden Costs
Mike Heale, Partner, CEM Benchmarking
Investment Costs
Klaus Paesler, Senior Portfolio Manager, Russell Investments
Effective Implementation and Understanding Transaction Costs
Atul Shinh, Senior Associate, Alternatives Boutique, Mercer
Trends in Hedge Fund Fees - Are they Worth what they Charge?
The European Pension Fund Investment Forum
Nordic Division - Meeting History
February 2013
How can Pension Funds Identify and Mitigate Key Investment Risks?
Speakers:
Richard Grottheim, Chief Executive Officer, AP-fonden 7
AP7 investment strategy and current activities
Matthew Roberts, Senior Investment Consultant, Towers Watson
A multi-faceted approach to risk
Jeppe Ladekarl, Director, First Quadrant (an affiliate of Affiliated Managers Group)
Key Unwanted Risks Pension Funds Face from Equities and ways to Mitigate them
Anthony Hene, Partner, Portfolio Manager, GMO
Low Valuations for Eurozone Equities: A Siren Call?
Dan Bergman, Head of Investment Research, AP-fonden 3
AP3: The good, the bad and the ugly
Thomas Deinet, Executive Director, Hedge Fund Standards Board
Eric Huitzing, Principal - International Benefits Consulting, Mercer
Pension Risk: Asset and Liability Management