Join us in Stockholm to hear from leading industry experts discussing Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment.
Agenda
13:45: Registration
Optimizing allocations in a world of higher interest rates.
Portfolio Manager Hedge Fund Investments, Elo Mutual Pension Insurance Company
15:00: Interactive Breakout Sessions
Co-Founder, President and Director of Research, Cheyne Capital Management
How ESG can systematic really be?!
Impact: How can it work in systematic space
What really matters
Commodities
Should we lobby governments to tighten regulations?
Director, Business Development and Sustainability, Lynx Asset Management
Spectrum of approaches
Modelling convexity / tail risk
Downside protection
Modelling private assets
Risk knowledge transfer / collaboration with managers
15:30: Break
Head of Macro Research & Chief Economist, Balyasny Europe Asset Management
17:15: Networking Reception
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Head of Capital Introduction , SEB
Magnus is of Head of Capital Introduction at SEB.
Before returning to Stockholm in 2017, Magnus lead the bank´s Equities and Hedge Fund business in Asia. Prior to relocating to Hong Kong in 2011, Magnus was responsible for SEB´s Prime Brokerage activities in London and he established and ran SEB´s business with Hedge Funds in Germany.
Magnus has a Msc in Business and Economics from Uppsala University and a MBA from Warwick Business School.
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Research and Content Director, SBAI
Brian Digney joined the SBAI in March 2023 in the role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including valuation of private assets, ESG & carbon footprinting, governance, insurance linked strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the future.
Prior to joining the SBAI, Brian was the Head of Due Diligence & Governance Oversight at Innocap Global Investment Management (Ireland) Ltd (2018-2023) in Dublin, a subsidiary of Innocap Investment Management Inc., a US$50bn hedge fund platform. He acted as Designated Person for Operational Risk Management, a regulated role by the Central Bank of Ireland. He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in London as a Senior Operational Due Diligence Analyst. From 2015 to 2017 he was employed as an Operational Due Diligence Analyst at Mercer Sentinel in London. From 2010 to 2015 he held various Associate level roles at Decura LLP, Morgan Stanley and Citi.
Brian holds an LLB Hons in Law with Criminology and an M.Sc. in Management and Corporate Governance from University of Ulster. Brian is a Chartered Alternative Investment Analyst.
Partner, LGT Capital Partners Ltd
Roger Hilty (Swiss) is a Partner at LGT Capital Partners in Pfaeffikon, Switzerland. He is the Co-Head of the Multi-Manager investment team and a Hedge Funds portfolio manager with focus on Systematic Strategies. Further, he is a member of the Liquid Markets Management Team, the Tactical Group and the Liquid Markets ESG-Committee. Mr. Hilty joined the firm in September 2004 from LGT Bank AG, where he started in January 2000 in the Trading/Treasury division.
Prior to working in Finance, Mr. Hilty was a professional road racing cyclist in the international cycling team GS Ericsson Villiger (ERI).
Head of Strategic Asset Allocation, AP4
Magdalena Högberg, CFA is the Head of Strategic Asset Allocation and Quantitative Analysis at the Fourth Swedish National Pension Fund (AP4) in Stockholm. She has been working at AP4 since 2013 focusing on global equities, hedge funds and asset allocation across asset classes and liquidity spectra.
Ms Högberg holds a Master of Science in Engineering Physics from The Royal Institute of Technology, Sweden and a Master of Science in Business and Economics from Stockholm University, Sweden.
Portfolio Manager Hedge Fund Investments, Elo Mutual Pension Insurance Company
Mika Jaatinen is a Portfolio Manager of Elo’s Hedge Fund investments. Mika joined Pension Fennia (Pension Fennia and Pension Tapiola merged in 2014) in 2004 as a risk analyst covering Fennia’s capital market investments. Mika became portfolio manager of hedge fund investments in 2007. Mika has also been responsible for equity mutual fund selection in Fennia from 2010 until the merger with Pension Tapiola.
Mika holds an MSc in economics degree from the Jyväskylä University.
Portfolio Manager, Aspect Capital Ltd
Mr. Noor joined Aspect in February 2016 as a Portfolio Manager. He is responsible for running and developing a range of systematic strategies, including multi-strategy, global macro and currency strategies. He is a founding partner of Auriel Capital Management, which was acquired by Aspect in February 2016.
Prior to launching Auriel in 2004, he was Vice-President, Quantitative Research and Portfolio Engineering at Deutsche Asset Management in London where he developed quantitative global tactical asset allocation strategies from 2002 to 2004. From 2000 to 2002, he worked in the Quantitative Research and Portfolio Engineering Department of Deutsche Asset Management in New York where he focused on currency overlay products. His career started at Barra RogersCasey as an Analyst in Investment Consulting.
He is a CFA charterholder and holds a B.A. in Economics from Bard College (USA).
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Portfolio Manager, Alternative Credit, PIMCO
Mr. Clavel is a managing director and portfolio manager in the London office and leads alternative credit in Europe and emerging markets, focusing on PIMCO’s opportunistic and alternative strategies within corporate credit.
Prior to joining PIMCO in 2021, he worked for Sculptor Capital (formerly Och Ziff) as a partner, head of European and Asian credit. Prior to joining Sculptor, he was a senior analyst at Silver Point Capital, a vice president at GSC Partners, and an analyst in the merger and acquisitions group at Schroder Salomon Smith Barney.
He has 22 years of investment experience and holds an MSc in accounting and finance from the London School of Economics and a BSc from the Institut d’Etudes Politiques in Aix en Provence.
Co-Founder, President and Director of Research, Cheyne Capital Management
Stuart Fiertz is the Co-Founder, President and Director of Research of Cheyne Capital. From 1991 to June 2000, and prior to establishing Cheyne Capital, Stuart worked for Morgan Stanley where he was responsible for the development and implementation of customised portfolio strategies and for credit research in the convertible bond management practice.
Prior to joining Morgan Stanley, Stuart was an equity research analyst for the Value Line Investment Survey, and a high yield credit analyst in Boston at Merrill Lynch and in New York at Lehman Brothers. Stuart is a CFA® charterholder and a CAIA designee. He is chairman of the Alternative Credit Council (ACC) and a Founder & Trustee of the Standards Board for Alternative Investments (SBAI). From 2014 until 2020, Stuart was also a council director of the Alternative Investment Management Association (AIMA) board.
Stuart has been awarded the CFA Certificate in ESG Investing. Stuart was educated at the International School of Geneva and at Dartmouth College where he was awarded a BA degree in Political Science and Economics.
Portfolio Manager, Special Situations, Polus Capital Management
Jamie is a Portfolio Manager in Polus’ Special Situations team. He was previously a Senior Analyst at Polus and, before that, held the same role at Bybrook.
Prior to joining Bybrook at inception, he was an Investment Associate at Park Square Capital, a European credit fund in London, where he specialised in investments in stressed and distressed situations, private primary deals and rescue financings. Previously, he was an Analyst in the Leveraged Finance team at Deutsche Bank in London.
Jamie received his BA in Economics and MPhil in Finance from Peterhouse College Cambridge.
Director, EMEA Relations, SBAI
Isabelle Mather joined the SBAI in March 2021 and is responsible for the SBAI's EMEA Relations.
Prior to the SBAI, Isabelle was Head of Sales for Aurum Funds Ltd and before that COO and Head of Marketing at Salt Rock Capital, a Global Macro Hedge Fund. In total, she has 19 years’ experience in the alternative investment industry.
Isabelle holds a BSc in Physics from Imperial College, University of London.
President & Chief risk Officer , Welton Investment Partners
Guillaume oversees Welton’s operations and enterprise risk management, ensuring that all systems, resources, and people are in place to achieve the firm’s goals. He is also a member of the firm’s Investment and Risk committees.
He gained his general management experience over 25 years working at large and small financial services companies in various countries, including France, the U.S., and the U.K. Before joining Welton in 2008, he was a Vice President at HSBC and a Senior Business Manager at Capital One. He began his career as an audit manager for KPMG’s Paris and Los Angeles offices.
Guillaume holds an MBA from Columbia Business School and earned an MSc in Management from ESC Reims which is today part of NEOMA Business School (France).
Derivative Trading , Swedbank Robur
Magnus Linder is responsible for derivative trading at Swedbank Robur. He joined the firm in 2011. Magnus is responsible for portfolio optimization and derivatives trading and has also worked closely with Nasdaq, CME and Eurex regarding the launch of ESG derivatives.
Prior to Swedbank Robur, he worked at Nasdaq OMX and Carnegie Investment Bank.
Director, Business Development and Sustainability, Lynx Asset Management
Employed at Lynx Asset Management since 2015 as a sales professional and Head of the Lynx Sustainability Forum.
Despina Xanthopoulou holds a MSc degree in Business Administration and Economics, Finance from Stockholm University. After graduation Despina worked as an investment consultant and portfolio analyst providing asset management services to large institutional investors in the Nordics.
In 2006 she joined Länsförsäkringar Asset Management as a senior manager research analyst making large capital allocations to investment funds on a global basis across all asset classes with an emphasis on hedge funds.
Research and Content Director, SBAI
Brian Digney joined the SBAI in March 2023 in the role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including valuation of private assets, ESG & carbon footprinting, governance, insurance linked strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the future.
Prior to joining the SBAI, Brian was the Head of Due Diligence & Governance Oversight at Innocap Global Investment Management (Ireland) Ltd (2018-2023) in Dublin, a subsidiary of Innocap Investment Management Inc., a US$50bn hedge fund platform. He acted as Designated Person for Operational Risk Management, a regulated role by the Central Bank of Ireland. He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in London as a Senior Operational Due Diligence Analyst. From 2015 to 2017 he was employed as an Operational Due Diligence Analyst at Mercer Sentinel in London. From 2010 to 2015 he held various Associate level roles at Decura LLP, Morgan Stanley and Citi.
Brian holds an LLB Hons in Law with Criminology and an M.Sc. in Management and Corporate Governance from University of Ulster. Brian is a Chartered Alternative Investment Analyst.
Principal and Portfolio Manager, Ionic Capital Management
Dan Stone is one of the co-founders of Ionic Capital Management LLC, where he focuses on managing the interest rates, currencies and credit strategies. He has over 27 years of experience managing relative value arbitrage and long volatility strategies across multiple asset classes.
Mr. Stone was formerly a Managing Director and Portfolio Manager in the U.S. and European Volatility and Credit Arbitrage Group at Highbridge Capital Management LLC. He joined Highbridge in 1996 where he managed convertible bonds and equity, interest rate and credit derivatives.
Mr. Stone earned an AB in Economics Magna cum Laude from Harvard College.
Portfolio Manager, Elo Mutual Pension Insurance Company
Mr Antti Vartiainen is a Portfolio Manager at Elo Mutual Pension Insurance Company focusing on Hedge Funds in the Allocation and Alternatives team.
Prior to joining Elo in 2023 Mr Vartiainen was a Senior Portfolio Manager at The State Pension Fund of Finland. During he's 16 year tenure at The State Pension he was mainly responsible for the Hedge Fund allocation.
Antti has a Msc. degree in finance from the Lappeenranta University of Technology.
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Director, Phronesis Analysis & Researcher , Swedish Defence University
Dr. Oscar Jonsson is director for Phronesis Analysis and researcher at Swedish Defence University. He holds a PhD from the Department of War Studies at King’s College London.
He has earlier been Director of the Center for the Governance of Change and Stockholm Free World Forum, as well as a visiting researcher at UC Berkeley and a subject-matter expert at the Swedish Armed Forces Headquarters where he worked with hybrid warfare, Russian strategy and long-term planning. Oscar has advised governments, armed forces’ leadership and financial institutions on strategic affairs and geopolitical risk, and featured in international print and broadcast media.
Oscar is the author of The Russian Understanding of War (Georgetown University Press) and Hotet från Ryssland (Mondial).
Chief Strategist, SEB
Namik Immelbäck focuses on macro trading strategy across G10 and EM, with a primary focus on FX and Fixed Income. He joined SEB in 2022 after 16 years on the buy side at macro hedge funds such as Comac, Tudor, Millennium and Balyasny in London and New York.
He has a BSc in Economics from London School of Economics and an MSc Economics from Bocconi.
Head of Research, Nordkinn Asset Management
Roger Josefsson is Head of Research at Nordkinn. Prior to Nordkinn, Mr. Josefsson was Head of Sustainability at Danske Bank, where he also served as Chief Economist. Among other experiences, Mr. Josefsson has also been working as Chief Economist at Macrobond Financial, a FinTech company, and as Economist for the Riksbank and the Swedish Ministry of Finance. He has also had his own economic consultancy for a number of years prior to Nordkinn, advising both small and large companies on economic and financial issues.
Mr. Josefsson holds a Master’s Degree in Financial Economics from the School of Business, Economics and Law at the University of Gothenburg.
MD & Chief Ecomomist, Jefferies International Ltd
Mohit Kumar is a Managing Director and Chief Economist/Strategist for Jefferies Europe. In his current role, he is responsible for Macro Strategy and Investment Recommendations across asset classes, with a particular focus on central bank policies and outlook for G7 interest rates and equities.
Prior to joining Jefferies, he was the Global Head of Rates Research at Credit Agricole CIB. He has worked in both Research and Trading including as a Portfolio Manager at MAN GLG and Prop Trader at Goldman Sachs.
Mohit holds a B. Tech in Computer Science from IIT Delhi and a Post Graduate from IIM Ahmedabad.
Head of Macro Research & Chief Economist, Balyasny Europe Asset Management
Chris Pulman joined BAM in October 2018 as an Economic Strategist and was promoted in February 2022 to Head of Macro Research & Chief Economist. He joined from Morgan Stanley where he was an Executive Director and Senior Macro Trading Desk Strategist. Chris is also a psephologist and managed political risk events for the bank's Macro trading desk. He previously traded Emerging Market Rates and FX at Morgan Stanley, as well. Chris's past experience also includes roles at GLC where he worked as a Portfolio Manager and co-managed the overall risk in the Global Macro program.
He earned a Master of Arts degree in Natural Sciences (Experimental & Theoretical Physics) from Gonville & Caius College at the University of Cambridge. Chris is based in our London office.
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.