2025 Annual Nordic Institutional Investor Forum

We are delighted to invite you to our 12th Annual Nordic Institutional Investor Forum, proudly co-hosted with Varma Mutual Pension Insurance Company.

23rd APRIL 2025

16:00 - 17:00: An Audience with Lauri Ehanti, Head of Investments, Aalto University

Core Supporters Only

 

 

08:00: Registration & Networking Breakfast

09:00 - 09:30

Welcome Remarks 

 

Opening Remarks

 

09:30: Panel: Innovating the Investment Approach

What are the key levers to improve investment outcomes?

  • Process & organisation
  • Talent & capabilities o Incentives & alignment

How does an enhanced “strategic asset allocation” look like?

How to account for governance and regulatory constraints?

How to enhance capital efficiency - Is Portable Alpha a solution?

 

10:15: Panel: Macro Economic Outlook & Asset Allocation Implications for 2025/26

Paradigm shifts: Will the future investment environment be fundamentally different from the past?

  • Geopolitics
  • Trump factor

  • Technology disruption

  • Asset class correlations

American Exceptionalism: Is it unstoppable? 

Climate Policies: How to navigate the dispersion of policies? 

What about Emerging Markets?

Where is China in all of this? 

 

11:00: Networking Break

11:30: Breakout Sessions:

Outlook for Private Market Investing

  • Overview

  • Issues and Opportunities

  • Consultation Response

  • Private Equity, Impact of Rates

 

 

Breakout 2: Paradigm Shifts: Impact on Energy Investments

  • How are global paradigm shifts and policy pivots impacting legacy investments and priorities going forward?

  • What is the net zero trajectory against a backdrop of energy security needs?

  • Capital intensity: Are interest rates the underestimated risk factor?

 

 

Breakout 3: Long & Short Alpha: Is Stockpicking back?

  • Do valuations matter, and are we finally seeing more dispersion?

  • Are higher inflation and interest rates the saviours of LS managers?

  • What else is creating a good hunting ground? What could end the “hunting party”?

 

 

12:30: Lunch

13:30: Guest Speaker

Insights into current Geopolitics

 

14:00: Panel: Creative Risk Management

  • Is the world getting more risky

  • New tail risks

  • What is keeping risk managers up at night, Equity market bubbles?, Underlying volatility in bond markets?

  • How can we mitigate this, is it affordable

  • Country risk

 

14:45: SBAI Update

 

 

15:00 Break

15:15: Breakout Sessions

Breakout 1: Fund Structuring Developments: How are Investor Preferences Evolving

  • Pros and cons of different structures, including single managed accounts, platforms and others

  • UCITS vs AIF vs LTAF

  • Illiquid investments in liquid wrappers

 

 

Breakout 2: FX Hedging

  • How to create a robust FX hedging framework

  • Different methods/instruments/solutions to execute an FX hedging strategy

  • Capital efficiency considerations

 

 

Breakout 3: ESG Adaptation in a Trump World

  • How do you cater to different investor preferences? 

  • What's here to stay, where did promises go too far? 

  • How to keep it top of mind, moving ESG from back to front office

  • SFDR: Where did it take the wrong turn? Can it be fixed? 

  • How do you deal with regulatory dispersion? 

 

 

16:00: Keynote Speaker: 5 Possible Futures of AI

 

16:45: Reception