FUTURE
CONFERENCES
Purpose
This conference, conducted in English, seeks to examine a range of key investment opportunities available to Investors in Finland and across Northern Europe, such as pension funds, foundations, large family offices and private banks, taking into account the prevailing macroeconomic and geopolitical environment. We will include an update on current issues, the latest trends, the performance potential of strategies and challenges specific to investors in the region.
Programme
09.30
10.00
Registration
Session 1
Head of division of the monetary policy and euro area economy
Bank of Finland
Economic outlook for the Euro area
Fixed Income Investment Director
Capital Group
A tale of two EMs: core and frontier markets
The last few years have seen the emergence of a truly bifurcated EM universe, consisting of the higher-rated core EM countries and the lower-rated frontier economies. Both have very different attributes and will likely navigate any challenges ahead in very different ways. This presentation will cover where pockets of opportunity can be found across the EMD universe and why an active approach makes sense.
11.15
Tea/Coffee
11.45
Session 2
Head of Research for Infrastructure
DWS
Infrastructure & European Transformation: The Role Of Private Capital In Transitioning Europe’s Economy
Infrastructure has continued to perform well as an asset class throughout recent years of market volatility, in particular absorbing the higher rate environment without a significant repricing of assets thanks to strong cash generation. In light of this investors continue to increase their allocation to the market, and as rates begin to come down there will be a recovery in the fundraising and transaction markets. In this environment, the European midmarket opportunity is compelling from a returns, value and diversification perspective, as well as giving access to major thematic trends such as decarbonisation, digitalisation and demographic change. Given the need for Europe to remain globally competitive, we view the European policy landscape for infrastructure investors as the most attractive given the stable policy environment and connection between supply-side and demand-side initiatives.
Portfolio Manager
Aegon Asset Management
Asset Backed Securities
Asset backed-securities (“ABS”) are bonds (“securities”) that are covered (“backed”) by a specific pool of underlying loans (“assets”). There are various types of ABS, covered by different types of loans, for example residential mortgages (RMBS) or car loans (Auto ABS). We will explain what you need to know about the European ABS market, what has happened in the last few years, what the outlook is and why so many investors in Europe are buying it.
13.00
Lunch
14.00
Session 3
Manager, Sustainable Finance
KPMG
EU sustainable finance regulatory framework now and in the future: CSRD, EU Taxonomy, CSDDD, SFDR
This presentation will provide an overview of the EU’s sustainable finance agenda developments since the EU Commission published its first sustainable finance action plan in 2018. It will cover the EU’s key sustainable finance regulations; CSRD, EU taxonomy, CSDDD and SFDR, and provides an outlook for what we can expect from the regulators and sustainable finance markets in future.
Director of Responsible Investment
Elo Pension Fund
Identifying Biodiversity Risks in Investments
The World Economic Forum (WEF) estimates that over half of the global GDP is highly or moderately dependant on ecosystem services. Companies and investors should understand the material nature-related risks that impact their operations in a changing environment. This presentation will give an overview to the topic from an investor’s point of view.
15.45
Close of conference followed by drinks reception
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Venue
Hotel Kämp is located in Helsinki centre, just across the Esplanade Park and in the middle of the finest shopping area in town. Designer shops, the harbor and the most important sights are only a walk away. Galleria Esplanad shopping center is right next to the hotel and Stockmann Department Store is just a few minutes walk away. Ateneum Art Museum and Kiasma Museum of Contemporary Art are also less than 1 kilometer away.
Media Partners
