The 7th Annual 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 was developed through 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 the Nordics region.
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.
PAST SPEAKERS
Jan Olsson CEO Nordic Region Deutsche Bank
Jonas Thulin Head of Asset Management Erik Penser Bank
Johan Javeus Chief Strategist and Head of Research SEB
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
Valtteri Ahti Chief Strategist Evli Bank
Charles de Lezardiere Principal Mercer
Lingyi Lu Head of ESG Söderberg & Partners
Mika Leskinen Head of Responsible Investing FIM Asset Management
Morten Nielsen Senior Quantitative Strategy Jyske Bank
Martin Björsell Senior Analyst – Equities Nordea
Magnus Lilja Head of Private Banking Avanza Bank
Lars Uppsall Chief Executive Officer Burenstam & Partners
PAST SPONSORS
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Key Discussion Topics
KEY DISCUSSION TOPICS
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP
environment, with optimistic corporate earnings growth, a strong dollar and a
volatile stock market. What is to be expected in 2024 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors
considering (I would change “considering” to “making” predictions for 2024.
Aside from energy, where are the biggest opportunities? Will ESG be affected as
volatility cripples some specific industries?
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 accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2024 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.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth
managers need to ensure that their asset allocation strategies and wealth
management services are looking towards a better future.
PRICING
| 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. |
