The Private Wealth Nordics Forum is Stockholm's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one on one meetings with the HNW family wealth management community and the programs speaker faculty is primarily comprised of leaders in the sector from across Scandinavia. Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the regional family office and high net worth wealth management 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
Please note only corporate email addresses will be accepted only.
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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 2020 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 2020. 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 2020 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.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.