IPE Nordic Forum - Winter 2022

| Wednesday, 02 February

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IPE Nordic Forum - Winter 2022

IPE Nordic is a series of forums dedicated to senior Nordic pension funds and institutional investors that launched in October 2020. These virtual morning seminars bring together Nordic pension fund decision-makers and other key local stakeholders with asset management specialists, European pension fund peers as well as other pension experts. These peer-to-peer informative and knowledge-sharing events are free to attend for qualified pension funds and institutional investors. 

Keynotes confirmed


Bob Swarup
Founder
Camdor Global Advisors

 

Quo Vadis: Peering into the Big Picture

  • Where does inflation go? Is it cyclical or transient?
  • Where do central banks go?
  • What does future fragility look like? Where are the areas of concern?
  • Thinking more actively about geopolitical overlays
  • What about ESG and how does it integrate into macro strategy and planning?


Kari Vatanen
CIO
Veritas

 

Asset Allocation in the Post-COVID-19 Era

  • Market dynamics have changed due to a new invisible hand
  • Traditional Portfolio Theory doesn’t apply anymore in the current market environment
  • Portfolio construction and diversification revised for the Post-COVID-19 period

Previous IPE Nordic Forums

IPE Nordic Forum 
Autumn 2020

IPE Nordic Forum 
Summer 2021

IPE Nordic Forum 
Spring 2021

IPE Nordic Forum 
Autumn 2021