The 3rd Annual Private Wealth Nordics Forum is designed to bring together more than 75+ capital allocators and wealth managers from around Northern Europe for a day of networking and knowledge share.
Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.
As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Jan Olsson CEO Nordic Region Deutsche Bank
Jonas Thulin Head of Asset Management Erik Penser Bank
Jonathan Sjöö Portfolio Manager VON EULER & PARTNERS
Joakim Axelsson Chief Investment Officer Wictor Family Office
Johan Javeus Chief Strategist and Head of Research SEB
Mats Hansson Head of Strategic Asset Allocation Nordea
Erik Lundkvist Chief Investment Officer Coeli Wealth Management
Lina Fransson Fixed Income Strategist SEB
Hans Peterson Global Head of Asset Allocation SEB
Carl Barnekow Chief Executive Officer COIN Investment Group
Alex Felman General Partner Felman Family Office
Thomas Baden Fabricius Senior ESG & Equity Analyst Danske Bank
Mika Leskinen Head of Responsible Investing FIM Asset Management
Ib Fredslund Madsen Chief Strategist Jyske Bank
Andreas Sjöholm Regional Manage Confidentor
Jan Peter Meyer Folkvard Head Nordics Fuchs & Associes
Miguel Tiedra Head of Alternative Investments Banque Cantonale Vaudoise
Jauri Häkkä Principal Widhaby Advisors
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
Currently, we find ourselves in a positive global GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors making predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
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