About the event

The Nordic Fund Selection Forum is one of the longest running events dedicated to fund selectors and institutional investors in the Nordic region. The event offers ample opportunities for delegates to meet and exchange ideas with selector peers. The event is also an effective platform to gain insight from leading fund managers across a range of asset classes.

The event is strictly for invited fund selectors and institutional investors. If you would like to register please send an email to Jennie Nyström, jennie.nystrom@tellmediagroup.se

We are working closely with the venue and other involved partners/suppliers to the event to ensure we deliver a safe, hygienic, productive and high-quality event for you as a guest. 

Program 

08.30-09.00 Registration: Coffee & networking in exhibition area

09.00-09.10 Introduction: Niklas Tell, Chief Content Officer at Tell Media Group

09.15-10.00 Elizabeth Walentin on US presidential election

10.00 – 10.30 Networking & coffee in exhibition area 

10.30 - 11.50 Roundtable discussions

  • Artemis Investment Management: Jack Holmes, Global High Yield Bond Strategies
  • Aviva Investors: Francoise Cespedes, No Short Lived Trend: Climate Protection and Capital Growth
  • BMO Global Asset Management: Jamie Jenkins, Engage & Improve in Global Equities
  • Wellington Management: Louise Kooy-Henckel, Global Impact – Invest in the world you want to live in

11.50 – 12.15 “Best of the roundtables” - on stage summary 

12.15 - 13.15 Lunch

13.20 – 14.00 Riikka Sievänen, Lead of KPMG’s Global Sustainable Finance Working Group - EU’s green taxonomy and its implications to investors and asset managers

14.00 – 14.30 Panel: Beyond ESG integration – how should ESG considerations impact the fund selection process going forward?

Refreshments at the table 

14.30 – 15.15 Neil Clare, Senior Analyst at FundQuest Advisor

15.15 - 15.30​  Conclusions from the moderator

15.30 – 16.15 Networking & drinks

    Speakers

    Elizabeth Walentin

    Elizabeth Walentin is CEO of the Stockholm-based PR/public affairs agency Crimson Clarke, and appears frequently on Swedish TV as an expert on American politics. Born and raised in the US, she has a background working in political campaigns and received her master's in public policy from the Kennedy School of Government at Harvard University. Elizabeth also heads the Forum for Global Business at the Karl-Adam Bonnier Foundation and serves as vice-chair for the American Chamber of Commerce in Sweden. 

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    Jack Holmes
    Fund Manager at Artemis Investment Management

    Jack manages Artemis’ global high yield bond strategies alongside Stephen Baines and David Ennett. Jack joined Artemis in June 2019 from Kames Capital, where since 2016 he co-managed a range of high-yield bond funds. Before that, he was an investment analyst at Standard Life Investments. Jack began his career as an economist at Cambridge Econometrics after graduating from Trinity College Dublin with a first class honours degree in economics. He is a CFA charterholder.

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    Francoise Cespedes
    Portfolio Manager, SRI & Eurozone Equity portfolios at Aviva Investors

    Francoise Cespedes manages the SRI and Eurozone equity portfolios out of Paris. Along with the Climate Transition strategy, she also runs the equity sleeve of Aviva Croissance Durable SRI, an ESG thematic fund focusing on three main themes: climate care, earth care and people care. Francoise holds a Master’s in Finance and Cash Management from ESCP Europe Business School and is a member of the SFAF (French Society of Financial Analysts).

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    Jamie Jenkins
    Co-Head of the Global Equities team at BMO Global Asset Management

    Jamie Jenkins is Co-Head of the Global Equities team, Lead Portfolio Manager of the BMO Responsible Global Equity Fund and Lead Portfolio Manager of BMO SDG Engagement Global Equity Fund. Jamie joined the firm in 2000. Prior to this he held the position as a Japanese Equities Fund Manager at Hill Samuel Asset Management. He holds an MA in History from the University of Edinburgh, has IMC and IIMR qualifications and is a member of the CFA Society of the UK.

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    Louise Kooy-Henckel
    Investment Director, impact investment approaches at Wellington Management

    Louise is the associate director of Investment Products and Strategies and an investment director specialising in impact investing. She is responsible for the integrity of Wellington’s impact investment approaches through her oversight of portfolio positioning and performance and risk exposures, as well as for conducting analysis to inform the investment processes. She is deeply committed to raising awareness of impact investing in the European financial industry. In particular, she actively engages with institutional investors and other asset owners to help them invest in ways that maximise their value alignment and investment strategy while fulfilling their fiduciary responsibility.  Louise has been a speaker at various conferences and in academia. “There is significant opportunity for wealth managers and pension funds to make a difference and generate competitive returns through impact investing,” says Louise. “These asset owners are particularly well placed to drive and influence the capital reallocation required to solve social and environmental challenges and build the necessary scale.”

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    Riikka Sievänen
    Leads KPMG’s Global Sustainable Finance Working Group

    Dr. Riikka Sievänen leads KPMG’s Global Sustainable Finance Working Group. At KPMG Finland, she coordinates Sustainable Finance and Responsible Investment services since 2013. She also acts as an Advisor to the EU Technical Expert Group on Sustainable Finance. In her daily work, Riikka supports e.g. pension funds, asset managers, insurance companies and banks with ESG at the levels of strategy, practice, reporting and assessment.Riikka has acted as a board member of Finsif (the Finnish Sustainable Investment Forum) for years 2015 – 2018 and as Finsif’s representative in the National Steering Committee of Impact Investment at Sitra, the Finnish Innovation Fund during years 2015-2016. Next to her work, Riikka prepares post-doctoral research on the topic of responsible investment at University of Helsinki. She publishes her articles in high-quality academic journals and is one of the four authors of the handbooks on responsible investment (in Finnish; publication years 2020 and 2012).

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    Neil Clare
    Senior Analyst at FundQuest Advisor

    Neil Clare has 25 years investment experience, all focused on fund manager research. Neil has been with FundQuest and its predecessor Investment Management Selection (IMS) since 2002 as a senior analyst. FundQuest is the external fund adviser of the BNP Paribas Group. He is responsible for the selection of Global and US Equity funds used by BNP Paribas worldwide and external clients. Over the years, Neil have covered all the mainstream equity asset classes and have been a CFA charter holder since 2003.

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