We are delighted to invite you to our 12th Annual Nordic Institutional Investor Forum, proudly co-hosted with Varma Mutual Pension Insurance Company.
16:00 - 17:00: An Audience with Lauri Ehanti, Head of Investments, Aalto University
Core Supporters Only
08:00: Registration & Networking Breakfast
Senior VP, Sustainability & Communications , Varma Mutual Pension Insurance Company
Head of Department for Capital Markets Supervision , Finnish Financial Supervisory Authority
What are the key levers to improve investment outcomes?
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?
Portfolio Manager, Funds Alpha, State of Wisconsin Investment Board (SWIB)
Paradigm shifts: Will the future investment environment be fundamentally different from the past?
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?
Equity Portfolio Strategist & Head of Sustainability Investing Research, Bridgewater Associates
Strategist, Allocation and Strategy, Varma Mutual Pension Insurance Company
11:00: Networking Break
Overview
Issues and Opportunities
Consultation Response
Private Equity, Impact of Rates
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?
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”?
Equity Portfolio Strategist & Head of Sustainability Investing Research, Bridgewater Associates
12:30: Lunch
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
MD, Head of Quantitative Equity Research & Sustainable Investing , PGIM Quantitative Solutions
MD, EMEA Head of Portfolio Management for Systematic Active Equity , BlackRock
15:00 Break
Pros and cons of different structures, including single managed accounts, platforms and others
UCITS vs AIF vs LTAF
Illiquid investments in liquid wrappers
How to create a robust FX hedging framework
Different methods/instruments/solutions to execute an FX hedging strategy
Capital efficiency considerations
Strategist, Allocation and Strategy, Varma Mutual Pension Insurance Company
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?
Responsible Investment Analyst, Varma Mutual Pension Insurance Company
16:45: Reception
Head of Investments, Aalto University Endowment
Lauri Ehanti is the Head of Investments at Aalto University Endowment. He is responsible for the management of the EUR 1,5Bn endowment portfolio, including planning and executing the investment strategy, external manager selection, and managing the internal investment team.
He joined the endowment in 2011 and his previous responsibilities as a portfolio manager there have included external manager selection across asset classes, asset allocation and investment strategy. Before joining Aalto he worked in various risk management and capital markets roles in the banking sector, most recently at OP Financial Group.
He holds a M.Sc. in Accounting and Finance from Turku School of Economics.
Senior VP, Sustainability & Communications , Varma Mutual Pension Insurance Company
Hanna Kaskela serves as the Senior Vice-President of Sustainability and Communications at Varma Mutual Pension Insurance Company. In 2023, Kaskela joined the Executive Group of Varma. Kaskela has worked at Varma since 2003 in various positions; previously Director of Responsible Investment (2017‒2022), Sustainable Development Portfolio Manager (2016‒2017), Equity Portfolio Manager (2006‒2016), and Equity Analyst (2003‒2006). In addition to her role at Varma, Kaskela is a board member of Tornator.
Kaskela holds a Master of Science (M.Sc.) in Economics & Accounting, Accounting & Finance from the University of Tampere and a CEFA (Certified EFFAS Financial Analyst) from Hanken School of Economics.
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 Department for Capital Markets Supervision , Finnish Financial Supervisory Authority
Armi Taipale is Head of Department for Capital Markets Supervision at the Finnish Financial Supervisory Authority (FIN-FSA). She joined the FIN-FSA in 2019.
She has previously worked at the Ministry of Finance, Financial Markets Department as Head of the Unit for Capital Markets and Market Infrastructure and in various positions as economist and legislative counsellor. Prior to this she was also deputy board membership in the State Pension Fund of Finland and board membership in the Auditor Oversight Board of the Finnish Chambers of Commerce.
She has a master’s degree in Law from the University of Helsinki and a master’s degree in Economics from the Helsinki School of Economics (now part of Aalto University).
Head of Product & Multi-Strategy Solutions, Man Group
Richard Barclay is Head of Product and Multi-Strategy Solutions and responsible for Man Group’s Risk Premia and TargetRisk Equities portfolios.
Prior to his current role, Richard was working on portfolio construction within the investment solutions team. Before that, he was responsible for due diligence on external quantitative hedge funds at Man FRM.
Richard joined Man Group as a graduate in 2012. Richard holds a BSc in Mathematics from the University of Southampton.
Portfolio Manager, Funds Alpha, State of Wisconsin Investment Board (SWIB)
Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB), overseeing approximately $30B in assets.
Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies.
Derek has over 20 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.
Head of Investments, Aalto University Endowment
Lauri Ehanti is the Head of Investments at Aalto University Endowment. He is responsible for the management of the EUR 1,5Bn endowment portfolio, including planning and executing the investment strategy, external manager selection, and managing the internal investment team.
He joined the endowment in 2011 and his previous responsibilities as a portfolio manager there have included external manager selection across asset classes, asset allocation and investment strategy. Before joining Aalto he worked in various risk management and capital markets roles in the banking sector, most recently at OP Financial Group.
He holds a M.Sc. in Accounting and Finance from Turku School of Economics.
MD, Head of Portfolio Management Advisory, Man Group
Alex Preston is a Managing Director at Man Group, responsible for Portfolio Management Advisory and for the firm’s client research collaboration with Oxford University, OMI Advisory. He was previously Head of Content at Millennium. Prior to that, he was Client Investment Strategist at Man Group, working for the firm from 2013 to 2020.
Alex started his career in 2001 working for a credit hedge fund before moving to The Carlyle Group, where he was Head of Global Trading. He is a prize-winning author and journalist, writing regularly for The Economist, Financial Times and the Guardian.
Alex graduated from the University of Oxford with an MA in English Literature, and holds a PhD from University College, London. He is also a CFA charterholder.
Head of Asset Allocation, Elo Mutual Pension Insurance Company
Kari Vatanen is the head of asset allocation and alternatives at Elo Mutual Pension Insurance Company in Finland. Previously, he worked as a Chief Investment Officer at Veritas Pension Insurance, as a head of cross-asset derivatives and as a Chief Risk Officer at Varma Mutual Pension Insurance Company. Mr. Vatanen is a member of the Editorial Advisory Board of the Journal of Portfolio Management, and he has written articles on asset allocation, risk management, and alternative risk premia investing.
He holds a M.Sc. in Engineering Mathematics from Aalto University and a M.A. in Philosophy from the University of Helsinki. He is a CFA Charterholder with the Financial Risk Manager (FRM) certification.
Equity Portfolio Strategist & Head of Sustainability Investing Research, Bridgewater Associates
Daniel joined Bridgewater in 2011 and is currently an Equity Portfolio Strategist and Head of Sustainable Investing Research. He is responsible for driving Bridgewater’s understanding of the intersection of environmental and social sustainability, economies, and financial markets; as well as creating portfolios to achieve both investment and sustainability goals. He has been an investor and researcher since joining Bridgewater and serves on the firm’s Sustainable Investing Committee.
Daniel is a 2023 Millennium Leadership Fellow for the Atlantic Council, a member of the Investment Leaders Group at Cambridge Institute for Sustainable Leadership, a member of the data working group of the Sustainable Development Indicators Asset Owner Platform, and a founding member of FLORET – a multi-stakeholder initiative designed to transform institutional investor access to and use of reliable forced labor risk data that began in the Brookings Institution Center for Sustainable Development 17 Rooms program. Daniel graduated from Dartmouth College with a degree in history.
Strategist, Allocation and Strategy, Varma Mutual Pension Insurance Company
Mr Paronen joined Varma in June 2024 as a Strategist in the Allocation and Strategy team, with the main focus being in total portfolio allocation. Before joining Varma he spent 9 years at Danske Bank as a Chief Analyst in Institutional Advisory unit covering the Finnish institutional clients. Before that he worked at Pension Fennia and at Elo in various investment risk management roles another 9 years.
Mr Paronen holds a master’s degree in econometrics from the University of Helsinki from year 2007.
Partner & Macro Portfolio Manager, Balyasny Europe Asset Management
Caesar Yuan is a Partner and Macro Portfolio Manager specializing in interest rate markets and central bank policy. Caesar joined BAM in 2018 and is based in our London office.
Prior to BAM, Caesar spent nine years with Goldman Sachs where he was an Executive Director in Short Macro Trading.
He holds a Bachelor of Science in Econometrics and Mathematical Economics from the London School of Economics.
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.
Founder & Chief Investment Officer, Lodbrok Capital
Mikael Brantberg is CIO and Managing Partner of Lodbrok Capital LLP which is an alternative investment manager with c. $1.3bn of assets under management. Lodbrok was nominated as best credit focused hedge fund in 2022 by Institutional Investor.
Prior to founding Lodbrok Capital LLP, Mr. Brantberg worked at Farallon Capital Europe from 2007 to 2015 where he focused on European credit opportunities. Between 2005 and 2007, Mr. Brantberg worked at Och Ziff Capital Management where he was an analyst focusing mainly on event driven equity and equity long/short strategies. Between 2003 and 2005, Mr. Brantberg worked as an analyst within the Investment Banking Division of Goldman Sachs International.
He attended the Stockholm School of Economics between 1999 and 2003, graduating with an MSc in Business and Economics.
Portfolio Manager, Veritas Pension Insurance
Ville Iso-Mustajärvi is a Portfolio Manager at Veritas Pension Insurance responsible for credit and alternative investments. He is a member of the allocation committee and is highly involved in strategic planning and portfolio construction.
Before joining Veritas, Ville worked at Nordea as a strategist in the multi-asset team and, prior to that, within the Finnish equity team.
Alternative Credit Strategist, PIMCO
Ms. Medema is an executive vice president and alternative credit strategist in the London office, responsible for credit alternatives and mortgage- and real-estate-related strategies. Previously, she worked in the portfolio management group and focused on mortgage-backed securities and residential whole loans.
Prior to joining PIMCO in 2006, she worked at Deutsche Bank’s Trust & Securities Services Division, specializing in collateralized debt obligations (CDOs).
She has 21 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. She also received an undergraduate degree from the University of California, Los Angeles.
Senior Portfolio Manager, Magnetar Capital (UK) LLP
Mr. Shaffran runs Magnetar Capital’s European Fixed Income business and the firm’s London office. He serves on Magnetar's Management Committee and Investment Committee.
Prior to joining Magnetar in 2008, Mr. Shaffran was Global Head of Structuring at Rabobank in London, where he was responsible for Rabobank’s structured products businesses across asset classes ranging from credit and rates to equity and fund derivatives and was on the Management Team of Rabobank’s Global Financial Markets business. Previously he spent more than 19 years at Citigroup, and its precedent firm, Salomon Brothers, where from 2001 to 2006 he was Managing Director and Head of European Credit Derivatives in London. Prior to that, he was a founding member of Salomon Brothers’ Credit Derivatives and Emerging Markets Credit Derivatives trading desks in New York, and had roles in the firm’s Debt Capital Markets and Bond Portfolio Analysis groups.
Mr. Shaffran earned a BS in Finance from the University of Pennsylvania Wharton School and a BS in Systems Science and Engineering from the University of Pennsylvania School of Engineering and Applied Science.
Founder & CEO, Carbon Cap Management
Michael Azlen is a senior investment professional with 25+ years of industry experience including the founding, growth and sale of a regulated investment management business to a public company. After a 15 year career spanning two Canadian banks and several alternative asset management companies, Mr. Azlen founded his first investment management business in 2005 and grew it to $700 million in assets before achieving an exit to a public company.
Michael then focused on research into climate change and impact investment strategies with a deep focus on regulated carbon markets resulting in the authorship and publication of a full academic paper on Carbon as a liquid and investable asset class. Based on this research, Michael formed Carbon Cap Management LLP as an environmental asset manager focused on carbon markets and climate impact.
Mr. Azlen holds a Sloan Masters Degree in Leadership and Strategy from London Business School and is a Chartered Alternative Investment Analyst (CAIA) and has completed the LSE’s “Economics and Governance of Climate Change” course. Michael is a regular speaker at investment conferences and is has been a guest lecturer on the graduate degree programs at London Business School for the past 19 years.
Co Founder & Managing Partner, Nordis Capital
François is an entrepreneur which operates at the nexus of financial markets, public policy and sustainable investing. François has more than 20 years of experience as an economist in public policy and financial markets.
He is the co-founder and Managing Partner of Sustainable Market Strategies and Nordis Capital, respectively a research firm and alternative asset manager both built on the premise that investing in sustainability-themed megatrends can improve longer term risk-adjusted returns. François is also a part-time lecturer in economics and finance at HEC Montréal’s MBA program.
His past roles include being a macroeconomic and financial strategist and as an economist at the International Monetary Fund, where he worked on financial sector development developing economies and development finance. Prior to his appointment to the IMF, he worked as a macro economist in the Government of Canada where he notably developed impact-focused private equity funds in Africa.
MD & Portfolio Manager, Leucadia Asset Management
Salil Sharma founded the Kathmandu Division within Leucadia Asset Management (“LAM”) in 2018. LAM is the asset management arm of Jefferies Financial Group (NYSE: JEF). Kathmandu invests by employing an equity long/short strategy in the global energy markets and seeks to generate attractive, uncorrelated returns with low net exposures and low realized volatility.
Salil has spent his entire twenty-year professional career studying and investing in energy markets. For the past ten years, Salil has been affiliated with LAM, first as Portfolio Manager at Folger Hill Asset Management, then as Division Head and Portfolio Manager for the Kathmandu Division. Before LAM, from 2013-2015, Salil was a Portfolio Manager at Loomis Sayles and Company in Boston, having joined from Jasinkieiwcz Capital - a boutique energy long/short investment firm and among the first external managers for Millenium Partners. Previously, Salil was an analyst with Highbridge Capital (2007-2009) and Banc of America Securities (2005 – 2007).
Salil graduated from Dartmouth College in 2005 with a double major in Economics and Mathematics modified with Computer Science. He was granted High Honors by the Economics Department for his independent study and thesis project focused on child labor in his native Nepal.
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.
Equity Portfolio Strategist & Head of Sustainability Investing Research, Bridgewater Associates
Daniel joined Bridgewater in 2011 and is currently an Equity Portfolio Strategist and Head of Sustainable Investing Research. He is responsible for driving Bridgewater’s understanding of the intersection of environmental and social sustainability, economies, and financial markets; as well as creating portfolios to achieve both investment and sustainability goals. He has been an investor and researcher since joining Bridgewater and serves on the firm’s Sustainable Investing Committee.
Daniel is a 2023 Millennium Leadership Fellow for the Atlantic Council, a member of the Investment Leaders Group at Cambridge Institute for Sustainable Leadership, a member of the data working group of the Sustainable Development Indicators Asset Owner Platform, and a founding member of FLORET – a multi-stakeholder initiative designed to transform institutional investor access to and use of reliable forced labor risk data that began in the Brookings Institution Center for Sustainable Development 17 Rooms program. Daniel graduated from Dartmouth College with a degree in history.
Partner & Portfolio Management, Brummer & Partners
Wilhelm Kleman joined Brummer & Partners in December 2023. His main responsibilities include identifying new portfolio management talents for Brummer Multi-Strategy and monitoring the existing long/short equity teams within BMS.
Before joining Brummer & Partners, Wilhelm was a Senior Advisor at SEB Investment Management. He also worked as a portfolio manager within long/short equity covering European Financials at Citadel, a leading multi-strategy firm.
Wilhelm holds a Master's degree in Finance from the Stockholm School of Economics.
Principle, Blackstone
Before joining Blackstone, Mr. Stockbridge worked at GE Capital, the financial services division of General Electric, where he was a part of the Financial Management Program (FMP).
Mr. Stockbridge received a BS in Business Management from Babson College, with a concentration in Finance, and has earned the right to use the Chartered Financial Analyst Designation.
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.
Director, Tax Department, Finnish Ministry of Finance
Ilkka Harju, graduated with a Master of Laws degree from the University of Helsinki in 1987 and joined the Ministry of Finance in 1992. He served almost 20 years (1998-2017) as an advisor to the director general and a member of the management group of the financial markets department and a deputy member of the board of the Financial Supervision Authority (1993-2008) and the board of Insurance Supervision Authority (1999-2008).
From March 2009 to September 2017 he was a Finnish member in the European Securities Committee (ESC) within the EC (DG FISMA). He was a member of an expert group on removing tax obstacles to cross-border venture capital investments (2008-2010). During the 1999 Finnish EU Presidency he was Council working group chairman in charge of the UCITS III Directive negotiations and was also the Finnish delegate in Council negotiations on various financial services directives and regulations. Since October 2017 he has mainly focused on tax issues with regard to financial services.
Partner, LGT Capital Partners Ltd
Roger Hilty (Swiss) is a Partner on the Liquid Markets Multi-Manager team at LGT Capital Partners in Pfaeffikon, Switzerland. He is co-responsible for the Liquid Markets Multi-Manager team. Further, he is a member of the Liquid Markets Management Team and the Liquid Markets Multi-Manager Investment Committee.
Mr. Hilty joined the firm in September 2004 from LGT Bank, where he started his career in January 2000 in the Trading/Treasury division. From 2000 to 2004, his responsibilities involved activities in equity, fixed-income, currency and commodity exchange traded and OTC products as well as processing of transactions for Asian, European and US markets. Prior to working in Finance, Mr. Hilty was a professional road racing cyclist in the international cycling team GS Ericsson Villiger (ERI).
Mr. Hilty has an MBA in Finance and a BA in Business Administration from University of Liechtenstein. He is fluent in German and English.
MD, Head of Quantitative Equity Research & Sustainable Investing , PGIM Quantitative Solutions
Gavin Smith, PhD, is a Managing Director, Head of Quantitative Equity Research and Sustainable Investing for PGIM Quantitative Solutions. He is responsible for the research, oversight and incorporation of ESG in our investment platform. In addition, he oversees research and analysis for Quantitative Equity portfolios. Prior to his current role, Gavin was most recently a portfolio manager and before that was a key member of PGIM Quantitative Solutions’ Research team where he focused on alpha and implementation research that could be applied across markets and strategies.
Prior to joining PGIM Quantitative Solutions, Gavin led the North American Quantitative Research team at Macquarie Capital. Previously, Gavin served in quantitative research positions at Barclays Capital and Plato Investment Management in Sydney, Australia.
He earned a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales in Australia.
MD, EMEA Head of Portfolio Management for Systematic Active Equity , BlackRock
Simon Weinberger, PhD, Managing Director, is EMEA Head of Portfolio Management for Systematic Active Equity (SAE) at BlackRock. He is a member of the BlackRock European Investment Committee, the SAE Equity Research Approval Board (ERAB) and acts as co-deputy of the BlackRock Systematic (BSYS) Investment Committee. Dr. Weinberger's service with the firm dates back to 2003, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was lead portfolio manager within the European Scientific Equity team. Prior to joining BGI, he began his career at the Boston Consulting Group and Institute for Advanced Studies in Vienna, Austria.
Dr. Weinberger earned an MA in economics from Vienna University of Economics and Business Administration in 1998, and a PhD in finance from the University of Vienna in 2002.
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.
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.
Principle, Blackstone
Before joining Blackstone, Mr. Stockbridge worked at GE Capital, the financial services division of General Electric, where he was a part of the Financial Management Program (FMP).
Mr. Stockbridge received a BS in Business Management from Babson College, with a concentration in Finance, and has earned the right to use the Chartered Financial Analyst Designation.
Global Head of Product & Innovation, Innocap Investment Management
As Global Head of Product and Innovation, Terence leads the delivery of solutions and drives execution of strategic initiatives to optimize operational excellence and margin expansion. He is focused on ensuring alignment of product development and product deployment within the business strategy across the value chain. Terence is also CEO of Innocap’s Irish subsidiary.
Terence joined Innocap as CEO of the Irish subsidiary in 2016. During his 24 years in the investment industry, he has held various senior functions in Dublin and London. From 2008 to 2016, he was Chief Financial Officer of Bainbridge Partners LLP, a London-based Investment Manager with oversight of Finance, Operations, IT, Legal and Compliance. Prior to joining Bainbridge, Terence worked as a Controller at Fortress Investment Group, and as Deputy Chief Financial Officer at Leo Fund Managers Ltd both preceded by roles at Citigroup and Goldman Sachs.
Terence is a fellow of the Association of Chartered Certified Accountants (“FCCA”) while having also obtained a BA in Business and Languages from Dublin City University in 2001.
Co-Founder, NorthPeak Governance
Jarkko Matilainen is one of the two Co-Founders of NorthPeak Governance LP, a corporate governance firm established in 2018 and based in Helsinki and focused on fund governance. He serves as an independent non-executive director for funds domiciled in Luxembourg, Ireland and Cayman Islands.
Previously, 2003 - 2018, Jarkko was a portfolio manager and the head of hedge funds at Varma Mutual Pension Insurance Company having overall responsibility for the team, portfolio and investments. Earlier, 2000-2003, he worked as a risk manager and was one of the four founding partners of Avenir, an equity l/s fund in Helsinki. He started his career in Pension-Varma in 1996 and worked first as an economist and then as a strategist covering macro and investment analysis as well as asset allocation and risk management tasks.
He holds MSc (economics) degree from the University of Tampere, Finland.
Head of FX Sales & FICC Risk Advisory, FICC Markets, SEB
André currently holds the position of Global Head of FX Sales and FICC Risk Advisory at Skandinaviska Enskilda Banken. He joined SEB in 2014 as a Derivatives Sales, covering Finnish Institutional clients focusing predominantly on FX.
Before joining the bank he spent 9 years at Aktia Asset Management, as a Fixed Income Portfolio Manager of Emerging Market and Inflation Linked Government Bonds.
Mr. Gräsbeck holds a master’s degree in accounting from Svenska Handelshögskolan in Helsinki.
Strategist, Allocation and Strategy, Varma Mutual Pension Insurance Company
Mr Paronen joined Varma in June 2024 as a Strategist in the Allocation and Strategy team, with the main focus being in total portfolio allocation. Before joining Varma he spent 9 years at Danske Bank as a Chief Analyst in Institutional Advisory unit covering the Finnish institutional clients. Before that he worked at Pension Fennia and at Elo in various investment risk management roles another 9 years.
Mr Paronen holds a master’s degree in econometrics from the University of Helsinki from year 2007.
Director of Sustainability, Corbin Capital Partners
Courtney serves as the Director of Sustainability at Corbin Capital Partners, a New York-based woman-led independent alternative asset management firm that specializes in multi-strategy hedge fund and opportunistic credit investing.
Courtney leads Corbin’s ESG integration and responsible investing programs. Prior to formally joining Corbin in January 2022, Courtney served as a consultant for a year during which time she helped shape Corbin’s proprietary ESG materiality framework within the investment process. She also led the firm’s manager engagement efforts. Courtney is a member of Corbin’s Sustainability Committee, Multi-Strategy Investment Committee, and Credit Investment Committee.
Previously, Courtney was a senior advisor and portfolio manager at several family offices and the Director of Marketable Investments for the Bowdoin College endowment. Before joining Bowdoin, Courtney spent approximately seven years at Goldman Sachs where she was a Vice President in the Alternative Investments and Manager Selection group (AIMS). In this role, she was responsible for manager selection and seeding within hedge funds. Prior to Goldman, she was a director at Sterling Stamos, a multi-family office, for four years. Courtney began her career in Investment Banking at Merrill Lynch and Rothschild. She holds a B.A. in Psychology from Yale University and an MBA from the Wharton School of Business at the University of Pennsylvania.
Courtney lives in Boca Raton, Florida with her husband, David, and their two children. Courtney supports organizations focused on women’s and children’s issues, including the Tina’s Wish foundation to fund research for the early detection of Ovarian Cancer. She is passionate about education and serves on the Alumni Council of the Horace Mann School.
Principle, Liquid Markets ESG, LGT Capital Partners
Hanna Edström (Swedish) is a Principal and responsible for Liquid Markets ESG at LGT Capital Partners in Pfaeffikon, Switzerland. In this capacity, she drives the ESG agenda for the liquid markets including investments, communication and education. Ms. Edström is a member of the ESG committee for LGT Capital Partners.
She originally joined the firm in 2008 and spent her first years on the investment side focusing on multi-asset portfolios. In 2017, she moved to Shanghai to work on a range of start-up projects, and then rejoined the firm in 2019. Ms. Edström then moved to the client relationship side, mainly covering Nordic clients before taking on the ESG role. Ms. Edström started her career as an investment officer at IKB Credit Asset Management.
She holds an MSc in Business Administration from the Stockholm School of Economics and an MSc in International Management from the Community of European Management Schools (CEMS). Ms. Edström is a CFA Charterholder, and is fluent in Swedish, English and German.
Responsible Investment Analyst, Varma Mutual Pension Insurance Company
Vesa Syrjäläinen works as a Development Manager, Responsible Investmant at Varma, where he develops processes in several asset classes.
Vesa has a MSc. In Finance from the University of Vaasa, and he is a CFA Charterholder.
Head of AI, Oxford University
Professor Michael Wooldridge is one of the leading UK experts in the field of Artificial Intelligence. In 2023, he delivered the Royal Institution Lectures on AI. He is the Ashall Professor of the Foundations of Artificial Intelligence in the Department of Computer Science at the University of Oxford, and a Senior Research Fellow at Hertford College.
In 2020, Wooldridge was awarded the Lovelace Medal from the British Computer Society; in 2021 he received the AAAI/EAAI Outstanding Educator Award; and in 2023 he received the Distinguished Service Award from the European Association for AI.
Professor Wooldridge is a Senior fellow at the Oxford-Man Institute and has collaborated with Man Group on a number of AI-related research projects.