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Roger Urwin
Global Head of Consulting
Watson Wyatt
Richard Gröttheim
CEO
AP7
Helen Kobaek
Director
PenSam
Sarah McPhee
Chief Investment Officer
AMF Pension
Gustav Karner
Cheif Financial Officer
Länsförsäkringar AB
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Meet our speakers....
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KLP Kapitalforvaltning ASA
Jeanett Bergan is heading KLPs work with Responsible Investment. She is responsible for implementing KLPs policy for responsible investments and KLPs ownership principles, as well as continuing to develop KLPs leading position as a responsible investor.
Responsibilities include policy implementation and development in both investments and ownership practices. She holds a Bachelor Degree in Economics and Administration from the Norwegian School of Management and has 10 years experience within Responsible Investments, working both in practice with policy development and implementation, advisory and audit.
KLP is one of Norway's largest life insurance companies with total assets of NOK 196 billion. The company provides pension, financing and insurance services to the local government sector and the state health enterprises as well as to businesses both in the public and the private sectors.
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Chief Executive Officer,
Invensure
Søren Andersen, MSc. Founder of Invensure A/S. Former Appointed Actuary at PensionDanmark,
Managing Director at ALKA Lifeinsurance and Partner at Nordea Investment Management
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Head of Nordic Region,
Mercer Investment Consulting
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Portfolio Manager Alternative Investments,
Folksam
Kaj Bergenhill, Portfolio Manager, Alternative Investments for Folksam, has worked in financial services and institutional investing since 1981. In 1992 he joined Folksam as a Credit Manager at the Credit Insurance department. In 1999 he started at the Fixed Income team as a Credit Analyst and was in 2000 appointed Corporate Bond Portfolio Manager.
When Folksam in 2003 decided to start up Alternative Investments as a new asset class,
Mr Bergenhill was appointed Portfolio Manager.
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Head of Asset Allocation,
AP2
AP2 is one of four buffer-funds within the recently reformed Swedish national pay-as-you-go pension system. As Chief Investment Strategist, Tomas is responsible for issues related to Investment Policy and Strategic and Tactical Asset Allocation. With $30bn in assets under management of which 60% is invested in equities this end-user insight should not be missed.
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Executive Director,
United Nations Principles for Responsible Investment Initiative
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Richard Gröttheim is Executive Vice President at the Seventh AP fund since April 2000. Prior to that he was head of the Monetary and Foreign exchange policy department at the Swedish central bank. He has also been chief economist at the Swedish brokerage firm Aragon Securities.
The Seventh AP fund acts within the premium pension system (PPM), the state defined contribution system. It is a global equity fund with 10 per cent Swedish index linked bonds and 8 per cent in alternative investments. The fund mainly manages money for people that didn’t select a private fund within the PPM system..
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Principal,
Mercer Investment Consulting
Danyelle Guyatt is a Principal in Mercer’s Responsible Investment team in London. Her focus is on intellectual capital development, consulting and research for Mercer’s global RI business.
She began her career as an economist at the Commonwealth Treasury of Australia, before moving to London in the financial sector as a fixed income strategist and later a global balanced fund manager with Deutsche Asset Management.
Danyelle graduated with an MSc in Investment Management with distinction at Cass Business School and recently completed a PhD in Economic Psychology at the University of Bath, researching institutional investors and long-term responsible investing. She was awarded the best PhD thesis in Finance and Sustainability for 2006 from the French Social Investment Forum.
Danyelle has been involved in delivering workshops at the Rotman International Centre of Pensions Management on topics related to improving the pension fund management process, including ‘short-termism amongst institutional investors’ and ‘a framework for collaboration amongst pension funds and their agents’. She is a Visiting Fellow at the University of Bath and continues to attend and present research at academic conferences on the subject of responsible investment.
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President,
Ethix SRI Advisors
Ulrika Hasselgren is a founding partner of Ethix SRI Advisors. Ethix is a leading research-based consulting firm helping institutional investors and asset managers to integrate environmental, social and governance (ESG) issues into the investment process. Its clients’ assets under responsible investment advice total more than Euro 200 billion. Ms. Hasselgren has been in the SRI business since 1999. Prior to her current position, she co-founded the Stockholm-based SRI advisory firm Etikanalytikerna where she developed the innovative screening model for Swedish state pension fund AP7. Prior to that she spent 15 years in the management consulting industry with Solving International and McKinsey.
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Head of Corporate Engagement,
Ethix SRI Advisors
Emma Ihre works for Ethix SRI Advisors, where she is responsible for corporate engagement. Through dialogue with companies and in cooperation with other investors, Ethix SRI Advisors endeavor to make companies handle the risk of violating human rights or having a negative impact on the environment through their business operations. Furthermore, Emma Ihre is responsible for helping investors to integrate environmental, social and good governance issues in their investment processes. Emma Ihre holds a degree in economics from Stockholm University. Between 1996 and 2005 she worked with financial analysis and stock trading. During that same period of time she played an active role in the development of ethical investments. From 2005 until 2007 Emma Ihre worked as an adviser to Amnesty Business Group and was responsible for the group's operational work for the year 2007.
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Senior Advisor,
Ethix SRI Advisors
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Chief Financial Officer,
Länsförsäkringar AB
Gustav Karner, born 1967, employed since 2001 and since 2006 Head of Asset Management and CFO at Länsförsäkringar AB.
Previous experience
Head of Risk Management, Alecta pension insurance mutual where Gustav built up the Risk Management function for Alecta including ex ante and ex post risk for the total portfolio. He also ran a project to make Alecta GIPS compliant
In mid 1990 Gustav started his financial career at Svenska Handelsbanken as a quantitative analyst contributing to the development of Handelsbanken Markets Nordic Indices.
Gustav holds a Master of Science in Computer Science and Engineering and a Bachelor of Science in Business and Administration (Major in Economics). His master thesis resulted in method for estimating resources for object oriented IT projects (Use Case Points), often referred to in that area.
Board appointments
Gustav is a board member of Bergvik Skog AB, Östgöta Brandstodsbolag Kapitalförvaltning AB and Humlegården Fastigheter AB.
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Director,
Harcourt Investment Consulting
Harcourt is a globally leading provider of alternative investment solutions for institutional investors. The company manages over USD 5 billion and employs a staff of over 90 located in Zurich with offices among else in New York, Hong Kong and Stockholm. Per Kempe head Harcourt’s Nordic business development activities. He also has a global coordination role for Harcourt, Folksam and Storebrand’s joint SRI initiative; the Belair Sustainable Alternatives SRI Fund. Prior Harcourt, Per Kempe had positions within the Corporate Finance practice of PwC and GE Capital’s management trainee program. He holds a Master degree in Finance from Stockholm University and Rotterdam School of Economics
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Managing Director, Head of Sustainable Investments,
Bank Sarasin
Andreas Knoerzer, Managing Director Bank Sarasin & Cie AG and Head of Sustainable, Bank Sarasin & Cie AG
He is Managing Director of Bank Sarasin & Cie AG and Head of Sustainable Investments. As pioneer and trendsetter, Andreas introduced the idea of sustainable investments to Sarasin in 1989 and launched the first eco-efficient investment fund globally in 1994. Meanwhile he is responsible for a team of 25 people managing more than six billion USD.
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Member of The Board in PenSam Bank 1990 and Member of The Executive Board in PenSam Bank since 2006.
About PenSam:
PenSam is a financial group. The core services of PenSam are the provision of labour pension as well as insurance and banking services.
PenSam was established on January 1, 1986 as an administrative co-operative between four pension funds in FOA (Danish Trade Union of Public Employees). PenSam Holding and PenSam Liv insurance company was established in 1990 so that PenSam could offer more flexible pension schemes for the costumers.
PenSam Holding ownes PenSam Bank and PenSam Skade (Non life), which offer attractive bank and non life products.
PMF Pension was bought from PenSam Liv in 2006.
PenSam Liv also administrates four pension funds: The pension scheme for social and health care employees, The pension scheme for hospital porters, The pensions scheme for public transport employees, and The pension scheme for county road inspectors and similar groups. The four pension funds have together more than
56.000 costumers. All four pension funds are in liquidation and do not admit any new members.
All in all PenSam has more than 300.000 costumers, employed in public jobs or in private organisations.
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Director,
The Finnish Pension Alliance
TELA is a non-profit association, which has as members all pension institutions providing statutory earnings related pensions in Finland. The assets under management in the members of TELA were 118 billion € at the end of March 2007.
Matti is responsible for investment policy issues in the investment committee of TELA, which brings together the Chief Investment Officers of Finnish pension institutions. He is responsible for European level questions and an active participant at EU level in various committees of the European Association of Paritarian Institutions AEIP. Matti also works with various legal issues relating to the Finnish pension system.
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Executive Officer, Head of Corporate Governance,
Folksam
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President, CEO and Chief Investment Officer,
Halcyon Asset Management
Mr. Mandis joined Halcyon in 2004. Prior to joining Halcyon Asset
Management, Mr. Mandis, who had worked at Goldman Sachs since 1992, acted
as a portfolio manager in its Special Situations Investing Group, a
multi-billion dollar proprietary credit investing area within Goldman
Sachs' Fixed Income, Currency and Commodities Division. Before joining the
Fixed Income Division, Mr. Mandis worked in Goldman Sachs' Principal
Investment Area and Mergers & Acquisitions Department. Mr. Mandis received
an A.B. with Honors from the University of Chicago in 1992.
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Chief Investment Officer,
AMF Pension
Sarah McPhee is the Executive Vice President and Chief Investment Officer at AMF Pension. AMF Pension is a Swedish life insurance company providing occupational pensions to 3.4 million customers. AMF Pension’s managed assets are approximately Euro 35 bn, including 8 mutual funds corresponding to approximately Euro 5 bn.
Sarah McPhee was previously responsible for Risk Management and ALM at The Fourth Swedish AP-Fund, between 2001-2003. She has also served as Nordic credit manager for GE Capital Equipment Finance 1998-2001 and Chief Risk Officer for Svenska Handelsbanken 1992-1998. In the 1980s, Ms McPhee was treasury consultant with PricewaterhouseCoopers. Sarah McPhee has a B.A. from Wesleyan University in Connecticut, an M.A. from Stanford University in California and a B.Sc. in Economics from Stockholm School of Economics.
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Managing Director, Head of db x-trackers, Deutsche Bank ETFs,
Deutsche Bank
Thorsten graduated from the Polytechnic in Constance with a degree in Business and Management Administration. Thorsten started his career with a Swiss Bank in Zurich as a trader for foreign exchange warrants and later became a marketer for warrants & certificates in Germany. He joined Deutsche Bank as an equity derivatives structurer and marketer in 2000, and in 2001 Thorsten became responsible for marketing and press relations for warrants and certificates in Germany. He moved to Asia in 2004 and ran the warrants and certificate business for Deutsche Bank out of Hong Kong. Since mid 2006 Thorsten has been building the Equity Exchange Traded Funds business for Deutsche Bank.
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Head of db x-trackers ETFs UK,
Deutsche Bank
Manooj Mistry joined Deutsche Bank in May 2006 and is part of the team responsible for the development of db x-trackers, Deutsche Bank's Exchange Traded Funds. Prior to Deutsche Bank, Manooj was with Merrill Lynch International in London where he was responsible for the development of the LDRS ETFs, the first ETFs to be launched in Europe and also worked on fund vehicles for the issuance of structured products. Manooj graduated in Economics and Business Finance from Brunel University.
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Compliance Consultant & Loss Recovery Expert,
DRRT
Alexander Reus, JD (Germany/USA), LLM is a Board Certified International Lawyer with law degrees from Germany and the United States. He is licensed to practice law in Florida, New York and the District of Columbia and has over 17 years of experience in international litigation and investment related matters. As the managing partner of DRRT, an international boutique law firm, with offices in Europe, the Middle East and the US, he focuses his practice on Pro-Active Portfolio Monitoring for international institutional investors and the cross-border procedural and substantive aspects of securities (class) actions.
Mr. Reus has represented institutional US investors in major international securities litigation matters against companies such as Enron, Merrill Lynch, DeutscheTelekom, Able Laboratories, Harley Davidson, Royal Ahold, Royal Dutch/Shell Transport, AOL/Time Warner, General Motors/GMAC and recovered millions of dollars on behalf of his clients. As a partner in both small and large international law firms, Mr. Reus has worked on many complex international corporate and litigation matters in Europe, South America and the United States.
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Chairman and Co-Founder,
Blue White Alternative Investments
Kaj Rönnlund is chairman for Estlander & Rönnlund and is responsible for Business Development.
Kaj became involved in trading derivative instruments in 1987 with the founding of market-maker company Sophos AB in Stockholm. The year after, Servisen Arctos & Partners was established in Helsinki and then also in Frankfurt under the direction of Kaj Rönnlund and Martin Estlander. In 1991 it started managing its longest running Hedge Fund Program, Estlander & Rönnlund Global Markets. The company changed its name to Estlander & Rönnlund, following a management buyout in 1992. In 2002 Estlander & Rönnlund Global Volatility was launched and in 2003 the company began trading Estlander & Rönnlund Global Equity Arbitrage.
Kaj holds an MSc degree in Finance from the Swedish School of Economics in Vaasa.
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Head Demographics & Pensions Research,
Credit Suisse
Amlan Roy is Head, Global Demographics and
Pensions Research for the Investment Banking
Division of Credit Suisse in London. His research
on Demographics and Pensions, links those areas
to economic growth, sectors, allocation, asset
prices, health, migration and insurance. He
advises and presents to a global cross-asset class
client base that includes fund managers, hedge
funds, insurance companies, pension funds,
governments and central banks, across 29
countries. He extensively presents at various client
and industry conferences and training seminars.
He is a Senior Research Associate of London
School of Economics' Financial Markets Group and
UBS Pensions Research Centre. He is guest
professor for London Business School's Finance
department. He also addresses student audiences
at different universities.
In his prior role as Emerging Markets strategist, Amlan developed several Global
Emerging Markets models used by institutional clients as well as govt treasury
departments and central banks. He has served as an expert on Financial
Architecture and Crises Modelling at forums of the Bank of England and HMS UK
Treasury.
Prior to joining Credit Suisse in 1998, Amlan spent over ten years in academia at
Boston University School of Management, University of Iowa Business School and
the University of London (QMW College and LSE). He has had a distinguished
university teaching career winning 4 teaching awards in 6 years at US business
schools. He was named an ESRC Research Fellow, Ponders Fellow, a Boston
University Doctoral Scholar, a Government of India National Scholar. Amlan has a
M.A. and Ph.D. in Financial Economics from the University of Iowa, an M.B.A.
(Finance & Quant.) from the Indian Institute of Management in Ahmedabad and a
B.A. with Honors in Economics and Maths from University of Delhi.
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Chief Actuary,
Swedish Insurance Federation
Dr Arne Sandström is Chief Actuary at the Swedish Insurance Federation, Stockholm, Sweden, since 1985.
He is the author of the recently published book “Solvency: Models, Assessment and Regulation” (Chapman & Hall, 2005).
He is a member of IAA’s Regulation Committee, Solvency Subcommittee, and ad hoc working group on Risk margins. He is also a member of CEA’s Solvency II Steering Group and a member of the Groupe Consultatif Pillar I Non-Life Working Group.
He is co-author of “Measuring Income Inequality” (Almqvist & Wiksell International, 1981). His thesis “Estimating Income Inequality” was published in 1983.
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Chief Executive Officer,
Union PanAgora Asset Management
Dr. Andreas Sauer, CFA, partner, is the Chief Executive Officer and Chief Investment Officer of Union PanAgora Asset Management GmbH.
Dr. Andreas Sauer overlooks Union PanAgora’s business and portfolio management activities and is a member of PanAgora’s Investment Committee. Andreas has more than 19 years experience in developing and applying active quantitative investment strategies for global institutional investors and pension funds. His experience includes equity, fixed income and asset allocation strategies. Prior to founding Union PanAgora, he worked at Dresdner Bank’s research and mutual fund subsidiaries. Andreas holds a Doctorate degree in economics from the University of Karlsruhe (TH) where he worked for five years as assistant professor in finance and business administration. He is a member of the board of the “German CFA Society” and INQUIRE.
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Deputy Chief Executive,
Forsikringens
Born: 19 March 1963
Education: Master of Science in Economics
Working experience
1989 - 1991: Economist at Confederation of Danish Industries
1991 - 1993: Carlsberg International
1993 - : Danish Insurance Association, currently Deputy Chief Executive
In the Danish Insurance Association I head the department working with Pensions and the economic aspects of pensions - i.e. general business affairs, taxes, accounting, solvency, regulation in more general terms, investment aspects etc.
1987 - 2003: Part time lecturer in Macroeconomics and International Finance at the University of Copenhagen and Copenhagen Business School
Languages:
Danish, English and German
Publications:
Various local articles etc. for the Danish Insurance Association, Pension and Annuities in Denmark (with Carsten Andersen) for the World Bank (forthcoming)
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Head of SRI Investment,
Storebrand
The Storebrand Group is a leading player in the Nordic markets for pensions, life and health insurance, banking and asset management. In 2001 Storebrand Life Insurance was among the first in its industry to establish responsible investment criteria covering all investments. Storebrand acquired the Swedish life insurance and pensions provider SPP in December 2007. Christine Tørklep Meisingset is head of Storebrand's in house research team on Responsible Investments. She holds an MSc in Environmental Strategy and a BSc in Environmental Engineering. Her professional experience includes consulting and analysis, totalling 9 years of experience within the sustainable development area.
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Global Head of Consulting,
Watson Wyatt
Roger is the Global Head of Investment Consulting and has a worldwide team of over 400 in his charge. He worked as an investment consultant for Hewitt and headed William Mercer's investment practice before joining Gartmore Investment Management in 1987, responsible for business development and quantitative investment. He joined Watson Wyatt in 1989 as the head of the firm's investment consulting practice.
Roger has responsibility for a number of the firm's major investment clients both in the UK and internationally advising them on all investment issues. He is also head of the Watson Wyatt thought leadership group (TAG). He is the author of a number of papers on asset allocation policy and manager selection. He is on the Board of INQUIRE (the institute for quantitative investment research) and the Editorial Board of MSCI. Roger graduated from Oxford University and qualified as a Fellow of the Institute of Actuaries in 1983.
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Chief Investment Officer,
AP3 Fund
• Chief Investment Officer at AP3 (3rd Swedish National Pension Fund, www.ap3.se ) with about € 22 bn under management. As CIO Erik has the responsibility of the overall risk and portfolio structure of the fund. He heads the Risk Management department which comprises two teams:
o the Risk allocation team which works in areas like ALM, portfolio modelling, manager structure and risk budgeting.
o the Risk Control team in charge of middle office functions like pricing and ex post analysis of performance and risk,
• Member of Executive Management Committee of the Fund.
• At AP3 since Spring 2000.
• 1995 – 2000: 5 years at Svenska Handelsbanken (SHB) spent in various research positions:
o 1998 - 2000: Head of Financial Research at SHB in Stockholm, heading a group of quantitative analysts in the fixed income/fixed income derivatives area
o 1997 - 1998: Senior Quantitative Analyst, SHB, London, working mainly with fixed income derivates
• PhD in Mathematics from Stockholm University in 1989 in the field of Algebra.
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Chief Investment Officer,
Warren Wicklund
Peter C. Warren (50) began his career in the financial markets in 1980 trading commodities for Rudolf Wolff & Co. In 1981 he was appointed Secretary of the Oslo Stock Exchange. In 1982 he joined the research firm Vogt & Vogt Bourseanalysis in Norway as partner and Head of Research. The company was bought by Christiania Bank (now Nordea) in 1983. In 1987 Peter Warren left the company and established the Norwegian Equity Options Market. His company, Moorgate Options, was the first options market maker in Norway. At the same time he helped establish the Norwegian Clearinghouse for futures & options, and he remains to this day one of their largest individual share¬holders. Moorgate Options was bought by Finance Bank of Norway in 1995 and Mr. Warren was first appointed Chief Dealer Derivatives and later Chief Dealer for all areas of the bank with particular responsibility for proprietary trading. In 2002 he left the bank and founded WarrenWicklund Asset Manage¬ment together with Bjorn Wicklund, a former partner in Moorgate Options. WarrenWicklund Asset Management today has two fund of hedge funds and several single manager funds and mandates within the absolute return area. AUM is US$700 million.
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Head of Portfolio Management,
Harcourt Investment Consulting
Georg Wessling joined Harcourt’s Portfolio Management team in January 2005 and is heading the team since January 2006. After studying at the Universities of Nijmegen (Netherlands), Muenster (Germany) and Berne (Switezrland), Georg Wessling worked as an investment consultant for Ecofin Investment Consulting AG from 1995 to 2004. In addition, he obtained a PhD in Economics from the University of Zurich in 2003.
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Conference:
Day 1
19 May 08:30 - 18:00
Day 2
20 May 08:30 - 18:00
Workshops:
Post-conference workshop
21 May 08:30 - 16:30
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