Speakers List - Nordic Summit Stockholm 2019
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Speakers

Jorrit Arissen

Portfolio Manager

Kempen Capital Management

Before joining KCM in 2015, Jorrit Arissen worked as senior portfolio manager Global Real Estate securities at leading asset managers such as APG and F&C Asset Management, and most recently at Dutch asset manager for pension funds PGGM. At F&C and PGGM Jorrit was ultimately responsible for listed Real Estate investments in the US and European regions. Jorrit received his Masters in Economics at Tilburg University and his Master's in Real Estate Investment and Finance at Reading University in the UK. He is a member of the VBA Real Estate Committee and sits on various committees actively promoting Environmental, Social and Governance (ESG) standards in real estate (EPRA sBPR, Investor Advisory Committee).

Rosie Bichard

Senior Investment Analyst

Lofoten Asset Management (Eric Sturdza Investment Funds)

Rosie joined Lofoten Asset Management in January 2018 as a Senior Equity Analyst. Rosie has some 25 years' experience in institutional fund management, having worked most recently at Newton Investment Management between 2005-2017 as a global consumer analyst. Prior to that she spent 15 years at Deutsche Bank in a variety of analytical roles as well as both a UK and Emerging markets fund manager. She is a CFA charter holder with a degree in Modern Languages (French and Spanish) from St John's College, Cambridge and has completed executive education programs at London Business School and Harvard Business School.

Laura Cohen CFA

Global Equity Strategist

Fiera Capital

Laura joined Fiera Capital in 2015 and is the Global/US Equity Specialist. She provides critical services to both the Global Equity team and client servicing groups, serving as the link between the investment team and account managers. Prior to this role, she was a Senior Analyst, Institutional Markets at Fiera Capital. Before joining Fiera Capital, Laura worked at predominant consultant firms, both on the retirement and investment consultant side.

Laura holds a Bachelor of Science in Actuarial Science from Concordia University and has been a CFA charterholder since 2014.

 

Alexandre Duriez

Co-Head of Investment Management & Research

Ossiam

Alexandre Duriez runs the portfolio management and quantitative research activities, alongside Tristan Perret. He joined Ossiam in May 2018 from Barclays Investment Bank, where he was a managing director responsible for global investment strategy trading since 2009. He worked previously with Merrill Lynch International as head of fund linked derivatives trading for five years and Societe Generale Asset Management for three years. Alexandre graduated from Institut Supérieur de l'Aéronautique et de l'Espace-Supaero in 2001 and holds a Masters degree in Finance from the Toulouse School of Economics.

Björn Esser

Portfolio Manager

MainFirst Asset Management

Björn Esser has been a Portfolio Manager in the Multi Strategy Solutions Team at MainFirst since 2016. From 2010, he was a senior portfolio manager in the area of multi-asset at Allianz Global Investors and oversaw the wealth management family of funds, which had a final volume of almost €18bn. Björn Esser studied at Gelsenkirchen University of Applied Sciences and is a graduate in Business Administration. He is also a Certified European Financial Analyst (CEFA) and Certified International Investment Analyst (CIIA). In addition, he lectures on the subject of assets in CIIA and AIM (Applied Investment Management) training courses.

 

 

Robert Lancastle

Senior Fund Manager

J O Hambro Capital Management

10 years of industry experience, joined JOHCM in February 2012. Robert is Senior Fund Manager of the JOHCM Global Opportunities Strategy (which launched in Q2 2012) and the JOHCM International Opportunities Strategy (which launched in Q3 2016). Prior to joining JOHCM, Robert worked for Orbis Investment Advisory as an Equity Analyst for the Orbis Global Equity Strategy, focused on the retail, media, technology, oil & gas and insurance sectors. Previously, Robert worked as a Maths and Physics Teacher at Wellington College. Robert holds a BEng and MEng from Cambridge University and is a CFA Charterholder.

Tim Love

Investment Director

GAM Investments

Tim Love is the Investment Director responsible for GAM's emerging markets equity strategies. Prior to joining GAM Investments in February 2012, he was a senior portfolio manager at CQS/Oceanwood where he managed long/short emerging markets equities. Prior to this, he managed a global long/short equity fund at Cazenove Capital Management. Previously, Tim held sell-side positions as head of global equity strategy at Deutsche Bank, head of strategy for global emerging markets at SG Securities Ltd, and head of emerging markets strategy and research at ING Baring Securities Ltd. Before that, he managed emerging markets equities portfolios at BlackRock (formerly Merrill Lynch Investment Managers) and at HSBC Asset Management. Tim holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse.

Christopher May, CFA

Product Specialist

Tokio Marine Asset Management

BIOGRAPHY:
Chris joined TMAM London in 2014 and has been a Product Specialist for Japanese equity strategies since 2017. His role involves communicating investment insights to investors in Europe and Latam, building relationships and supporting the growth of our business. Prior to joining TMAM, he worked in the financial planning department of a major Japanese conglomerate in Tokyo. Chris obtained a BSc in Economics from the University of York and an MA in Japanese Studies from the School of Oriental and African Studies, University of London. He is a CFA charterholder.

SESSION:

Japanese equities: An understated buying opportunity
Despite recent macro headwinds, we believe that Japan's recovery from decades-long stagnation remains on the right track. We continue to see a gradual improvement in the domestic economy owing to tighter labour market conditions and private sector capital spending. In addition, Japan benefits from a stable policy environment which is supportive of positive change. From an equities standpoint, valuations are cheap and corporate earnings growth is solid. Structural trends, such as ongoing governance reform, are pushing companies to make more efficient use of capital and increase ROE. Shareholder return in the form of dividends and share buybacks is also expected to maintain its upward trajectory. In this session, Chris, Product Specialist for Japanese equity strategies, will discuss the attractive opportunity set for investors in Japan.

 

 

Klaus Petersen, CFA

Portfolio Manager

Macquarie Asset Management

Klaus Petersen, CFA, is a Portfolio Manager for Macquarie's ValueInvest Global Equity team. Petersen joined ValueInvest in 2006 as a portfolio manager, and has over 20 years of investment experience.

Thomas de Saint-Seine

Senior Systematic Equity Fund Manager

RAM Active Investments

Thomas de Saint-Seine is the CEO, a Senior Systematic Equity Fund Manager and a Founding Partner of RAM Active Investments SA, which specialises in managing the investment funds grouped under the RAM Systematic Funds and RAM Tactical Funds brands. He initiated and played a determining role in the research that underpins the management of the RAM Systematic Equity Funds. He is also a Member of the Social Responsible Investment Committee.
Thomas has 20 years of experience in fund management. From 1996 to 2001, he worked as an equity and bond Fund Manager at Crédit Agricole Indosuez. In 2001, he joined the Reyl Group to fund and develop the fund management activity which has become totally independent since 2007 and is known as RAM Active Investments.
Thomas de Saint-Seine is a graduate of the University of Paris X (Econometrics, 1994) and the NEOMA Business School (Master in Management, Finance, 1996).

Zak Smerczak

Analyst/Portfolio Manager Global Equities

Comgest

Zak Smerczak joined Comgest in 2016 and is an Analyst and Portfolio Manager in the Global equity team. Zak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services where he was responsible for operational and financial due diligence. In 2011 Zak joined Mirabaud Asset Management where he worked as an Analyst covering global equities. In 2015 he moved to Polar Capital Holdings where he held the position of Analyst / Portfolio Manager for the firm's global multi-asset income strategy. Zak holds a Bachelor of Business Science degree with Honours in Finance from the University of Cape Town. He is a CFA® charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.

Jason Williams

Portfolio Manager/Analyst

Lazard Asset Management

Jason Williams is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities group with State Street Global Advisors (SSgA), focusing on model development and performance evaluation. Earlier at SSgA, he was a Portfolio Analyst within Active European Operations. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a CFA® charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Keynote Speaker

Johan Eriksson

Google

Head of Specialists

Johan Eriksson has a background as an entrepreneur and many years within the world's biggest company in marketing, Procter & Gamble. Today he leads the organisation for innovation and branding within Google and is part of their management team for Northern Europe where he works across all industries.

Johan is also involved in many other areas, including; Chairman of Advisory Board for Ivy Revel with H&M as partner, Partner and member of Advisory Board for FriendSend.com and he runs the blog AlwaysBeInnovating.com. He is also an author of books in personal leadership and marketing and Founder of both GreatFood4All.com and corporate education company Amelie AB.

Johan may discuss a range of topics from macro trends and principles to becoming very concrete with lots of practical examples and tools that feels to-the-point and inspiring. You will be left with a feeling of wanting to get going straight away with what Johan talks about, and the tools to make it possible. What previously felt big and challenging to grasp suddenly feels very defined and doable enabled by Johans' ability to simplify.

Johan's personal mission is to inspire people and organizations to think big.