The Private Wealth Nordics Forum is the region'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 is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Northern Europe.
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, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
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SPEAKERS
Jan Olsson CEO Nordic Region Deutsche Bank
Jonas Thulin Head of Asset Management Erik Penser Bank
Ulrika Hasselgren Chief Sustainability Officer and Board Member Coeli Group
Sara Viktorsson Chairwoman Wictor Family Office
Erik Lundkvist Chief Investment Officer Coeli Wealth Management
Juho Kivioja Chief Investment Officer Amplia
Johan Kjernsvik Head of Stockholm and Portfolio Manager Kuylenstierna & Skog
Erik Nordenskjöld Chief Investment Officer and Co-Founding Partner Citroneer Wealth Advisors
Jonas Lindgren Manager Selection - Alternatives COIN
Jeroen Winkelman Head of Real Assets SWECO
Valtteri Ahti Chief Strategist Evli Bank
Charles de Lezardiere Principal Mercer
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months
How can private clients and wealthy families navigate the markets post-Covid-19?
Fixed Income Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in Europe in comparison to other regions where risk is more prominent.
Global and Local Equities and Their Impact on Portfolios
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.
Practical Steps Towards ESG, SRI, and Impact Investing Integration
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process.
Asset Allocation: Family Offices Views
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.
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REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird I | 1,000 | 01/29/22 |
| Early Bird II | 1,300 | 02/26/22 |
| Pre-Event Registration I | 1,600 | 03/26/22 |
| Pre-Event Registration II | 1,900 | 04/30/22 |
| Event Registration | 2,200 | 06/01/22 |
