CFA Society Sweden

Forecast Dinner 2024
2024-04-25 17:00 - 20:00 (Europe/Stockholm) | Gamla Riksarkivet, Gamla Riksarkivet, Birger Jarls Torg 2a, Stockholm, 111 28
We have the pleasure of inviting you to our flagship dinner.
The Annual Forecast Dinner is CFA Society Sweden’s flagship event of the year, and we look forward to inviting members and guests to network, discuss, and share ideas. We believe this is a great way to strengthen the investment community in Sweden.
Program preview
17:00 Welcome drinks & registration
18:00 Dinner
Keynote: Daniel Pålsson, Coach – Breath training
Presentation by Charles Watford, EVP – Portfolio Manager at PIMCO – Credit Research
ESG Award
New CFA Charter holder ceremony
21:00 Mingel & Open bar
22:30 Carriages

Daniel Pålsson is a high-performance coach who employs training for elite athletes. The training aims to build sustainable well-being and performance with biometric devices to track progress. Daniel is a former professional tennis player and Wall Street trader. He has worked with professional tennis and football players, coaches, management, and clubs in the Premier League, a national team, EFL Championship, Dutch Eredivisie, La Liga, and Serie A, as well as high-performing business people.
Co-host of The Oxygen Advantage podcast.

Charles Watford is an executive vice president and portfolio manager in the London office, focusing on high-yield and multi-sector credit opportunities. He is a member of the diversified income, high yield, and credit research teams. Prior to joining PIMCO in 2007, Mr. Watford was a management consultant at McKinsey & Company and an investment banking analyst at Morgan Stanley. He has 21 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania. He also holds a master’s degree in chemistry from the University of Oxford.

Amit Goel is the Portfolio Manager of the Fidelity Funds -India Focus Fund and of Fidelity’s India funds domiciled in Australia andKorea. He is also the co-manager of the Fidelity Funds –Emerging Markets Fund. Amit has 15years of investment experience and is currently based in Singapore. Amit joined Fidelity in January 2006 as a research specialist based in Gurgaon covering India equities. In April 2008, he moved to Fidelity’s Mumbai office when he was promoted to become a full-time analyst covering Indian equities. In this role, Amit covered several Indian equity sectors, including IT, healthcare, consumer, automobiles, materials and small-caps equities.

We look forward to seeing you there!

Valuation of Cryptoassets: A Guide for Investment Professionals
2024-04-10 17:30 - 18:30 | Zoom
We are delighted to present an exclusive webinar on cryptoassets delivered by Olivier Fines, CFA, and Urav Soni from the CFA Institute. Dive into the dynamic world of digital assets with this upcoming webinar. In an era where cryptocurrency redefines financial boundaries, understanding its true value has become essential for savvy investors. This engaging session will provide a comprehensive toolkit for effectively valuing crypto assets.
Join us on April 10th as we unravel the methodologies that power crypto asset valuation. Learn to navigate market volatility confidently, employing tools that marry traditional financial principles with the pioneering spirit of blockchain technology.
Don’t miss this opportunity to elevate your investment strategy and stay ahead in the rapidly evolving crypto landscape. Secure your spot today and step forward into the future of investment. Your journey to becoming a crypto valuation expert starts here.
Your Speakers

Olivier Fines is head of Advocacy and Capital Markets Policy Research for EMEA at the CFA Institute. With teams based in London and Brussels, he leads the effort in researching and commenting on the major trends that affect the investment management industry and changes to the profession and policy and regulatory developments. The positions taken on these issues and the published research pieces are meant to promote the fundamental principles upheld by the CFA Institute, that of investor protection, professional ethics, and market integrity. Fines joined the CFA Institute in March 2019 after a 15-year career in investment management, spanning research, portfolio management, product management, and regulatory compliance work at firms based in Paris and London. Before joining CFA Institute, he was head of Risk and Compliance at Rothschild & Co. in London for the private equity and private debt division.

Urav Soni is currently an Affiliate of the Research and Policy Center at CFA Institute. He graduated from Johns Hopkins University with a master of science degree in applied economics and a bachelor of arts degree in politics and economics from the University of Reading in the United Kingdom. His interests include capital markets, politics, and cryptoassets.

The webinar is open to everyone.

Webinar: Geo-Economics - geopolitical dynamics and the practical link to investment strategies
2024-02-22 17:30 - 18:30 | Zoom
We are delighted to present Joachim Klement’s “Geo-Economics” in an exclusive webinar for CFA Society Sweden members. Don’t miss the opportunity to gain valuable insights that will deepen your understanding of the interplay between geopolitics, economics, and investments. Sign up now for this enlightening webinar and elevate your perspective in the ever-evolving landscape of geo-economic finance.
Joachim Klement, in his groundbreaking book “Geo-Economics: The Interplay between Geopolitics, Economics, and Investments,” provides a unique perspective on international political economy (IPE) from an investor’s standpoint. Departing from traditional IPE scholarship, Mr Klement’s work focuses on the practical implications for markets and market prices, making it a must-read for scholars and investment management practitioners.
The book delves into significant international challenges such as US–China competition, energy and natural resources, data and cyber security, and climate change, approaching these issues as essential conflicts and exploring their potential resolutions. Klement’s insights bridge the gap between geopolitics and investment, offering a fresh and focused perspective that adds a new dimension to contemporary debates.
Klement’s practical experience as an investor sets this work apart, providing a poignant translation of the logic of conflict into the logic of the markets. Unlike other texts that offer a historical perspective, “Geo-Economics” delivers a unique and insightful connection between geopolitical dynamics and investment strategies.
About Your Speaker
Joachim Klement is an investment strategist and former chief investment officer with 20 years of experience in financial markets worldwide. He spent most of his career working with high-net-worth individuals and family offices, advising them on investments and helping them manage their portfolios. He has also managed equity portfolios for banks and independent asset managers. Today, Joachim heads the Strategy, Accounting, and Sustainability team at Liberum Capital, where he focuses on stock markets and helps investors navigate not only traditional financial and economic risks but also risks emanating from environmental, social, and governance issues, as well as geopolitics.

For more information, please have a look at Mr Klement´s full book here: https://rpc.cfainstitute.org/research/foundation/2021/geo-economics

Please register for the event. The Zoom link will be sent upon registration.

AW: 2024 Kick-off
2024-02-01 17:30 - 19:30 | The King’s Fox, Kungsgatan 24, Stockholm, 11135, Sweden
A warm welcome to new year’s first AW event!
Network with fellow CFA professionals, share insights and set the stage for a successful year ahead. Enjoy an evening of engaging conversations and valuable connections!
Drop in any time from 17:30 onwards and grab a bite if you’d like to stay late. Please register so we know how many people we should be on the lookout for.

Webinar: Ethics in Practice & the Ethical Decision-Making Model
2023-12-05 17:30 - 19:00 | Zoom
Do only bad people make ethically questionable decisions? In today’s fast-paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where they must choose between competing and equally compelling options. Using real-life examples, we will identify the internal and external forces that can lead any conscientious professional to act unethically. Participants will have an opportunity to consider a series of short, real-life case studies and vote on the best (and, in some cases, the least-worst) outcome.
Your Speakers
Bradford Jealous, III is a Director and Senior Investigator (Enforcement – Professional Conduct) at CFA Institute in Charlottesville, Virginia. Bradford investigates matters involving alleged violations of the CFA Code of Ethics and Standards of Professional Conduct by charterholders and candidates that are industry related. He also conducts hearings before the CFA Disciplinary Review Committee when necessary.
Prior to joining CFA Institute in 2017, Bradford spent over ten years as a senior securities litigator with Mayer Brown LLP’s New York Office. While at Mayer Brown, Bradford engaged in all areas of securities litigation, with an emphasis on government investigations, including FINRA actions, Foreign Corrupt Practice Act Proceedings, SEC and Department of Justice investigations, and white-collar criminal defense. Bradford also served as lead counsel to the former Chief Financial Officer of AIG, Inc. from 2008 through 2017, which included a multitude of government investigations, Congressional hearings, and related actions arising out of the 2008 financial crisis. As a result of his efforts Bradford was named in The Legal 500 US Rankings for Securities Litigation. He was also recently named as a faculty member to the Government Investigation and Civil Litigation Institute.
Bradford received his undergraduate degree from the University of Virginia (B.A. – Government) and his law degree from the University of Notre Dame law school, where he was a Thomas J. White Scholar and an editor of the Notre Dame Journal of Law, Ethics and Public Policy. While attending law school Bradford served as a clerk in the U.S. Attorney’s Office for the Western District of Virginia. Prior to law school, Bradford served as a Captain in the U.S. Army with the 10th Mountain Light Infantry Division in Fort Drum, NY.

Paul R. Johnson is a Manager and Special Investigator (Enforcement and Exam – Professional Conduct) at CFA Institute in Charlottesville, Virginia. Paul supervises the PC-Exam team, which oversees candidate disclosures and exam-related conduct. Paul also investigates matters involving alleged violations of the CFA Code of Ethics and Standards of Professional Conduct by charterholders and candidates, both industry and exam related. In addition, Paul prepares and, when necessary, presents cases to the CFA Disciplinary Review Committee.
Prior to joining CFA Institute for a second time in 2015, Paul spent 17 years in the insurance industry with the final nine years as a field liability adjuster overseeing litigation defense work by lawyers and firms in a four-state territory. This included organizing and participating in numerous mediations, arbitrations, other forms of dispute resolution. Paul also served as an arbitrator on numerous panels for Arbitration Forums and he earned the Chartered Property Casualty Underwriter (CPCU) designation. Prior to working in the insurance industry, Paul spent six years at the Association for Investment Management and Research, the predecessor to CFA Institute, with the final four years as a staff attorney in the legal department.
Paul earned the Claritas – Investment Foundations certificate from CFA Institute, the Certificate of Achievement in Investment Adviser Core Compliance from the NRS, and certification as a Dispute Resolution Arbitrator by FINRA. In addition, Paul received his undergraduate degree from Lynchburg College – University of Lynchburg (B.A. – Speech Communications) and his law degree from the University of Richmond law school. He is a licensed attorney in Virginia (Associate Status) and District of Columbia (Active Status).

Julia McDonough is a Director and Senior Investigator (Enforcement – Professional Conduct) in Charlottesville, Virginia. In addition to investigating violations of the CFA Institute Code and Standards by members and candidates, Julia manages the Enforcement group’s paralegal staff and oversees its program to detect and mitigate misuse of the CFA designation. When necessary, she also conducts hearings before the organization’s Disciplinary Review Committee.
Before joining CFA Institute in 2010, Julia worked for several years at an international law firm, first as an associate and then as counsel. Julia’s practice concentrated on securities enforcement, litigation, and broader corporate governance and compliance issues. She has represented major public companies, accounting firms, broker-dealers, investment advisers, mutual funds, hedge funds, and individuals under investigation by the Securities Exchange Commission, the United States Department of Justice, and the Financial Industry Regulatory Authority. She also has extensive experience conducting independent investigations on behalf of, and providing counsel to, boards of directors and audit committees of public companies.
Julia received her undergraduate degree summa cum laude from Loyola Marymount University (History, Economics, and European Studies). She earned her Masters and PhD in history and her law degree from the University of Virginia, where she received the Jefferson Scholarship and was an editor on the UVA Journal of Law and Politics. Before law school, Julia taught at the university level.

The event is open to everyone and counts for 1 CPL credit for members.

AW Christmas Drinks with Robeco - Harnessing Big Data & AI
2023-11-30 17:30 - 20:00 | Hotel At Six, Brunkebergstorg 6, Stockholm, 11151, Sweden
AI and ChatGPT have become ubiquitous buzzwords, but how do you make this actually work for you? We invite you to join us for a Christmas gathering, where you can enjoy some holiday drinks while industry experts share insights on the practical implementation of these cutting-edge technologies.
As technology advances, so do the opportunities for quantitative investors. By incorporating more data and leveraging advanced modelling techniques, Robeco proposes to develop deeper insights and enhance decision-making. That is how the firm aims to deliver better investment and sustainability outcomes to meet their clients’ goals.
The big data revolution and the rising prominence of advanced modelling techniques are providing the runway for Robeco quant investors to deliver better investment outcomes for their clients. This allows Robeco to build on more than ten years of using innovative signals by further advancing their existing quant strategies, developing cutting-edge solutions and widening the scope for customization.
Your Speakers
Iman Honarvar, PhD, Director, Researcher at Robeco
Iman Honarvar is Researcher at Robeco’s Quant Equity Research team and specializes in alternative data and machine learning techniques for Robeco’s next gen quant fund range. His areas of expertise include bottom-up stock selection research and empirical asset pricing. Iman joined Robeco in 2017 after submitting his doctoral dissertation at Maastricht University. He has published in the Journal of Empirical Finance and International Review of Financial Analysis. Iman holds a PhD in Empirical Finance from Maastricht University and a Master’s in Financial Engineering from École Polytechnique Fédérale de Lausanne.

Jeroen Hagens, CFA, CAIA, Client Portfolio Manager at Robeco
Jeroen Hagens is Client Portfolio Manager Quant Equities at Robeco. In this capacity he represents Robeco’s Quant Equity team in Europe. He conducts client and consultant meetings, speaks at conferences and gives seminars about Robeco’s Quant Equities capabilities. He has been a Client Portfolio Manager since 2022 and joined Robeco in 2016. Previously, he supported Robeco’s Quant Equities capabilities as an Investment Specialist in Rotterdam. He started his financial career in 2013 as Derivative Trader at 323 Trading. Jeroen holds a Master’s in Finance & Investments from Erasmus University Rotterdam and is a CFA® and CAIA® charterholder.

Swedish Small Caps vs. the World
2023-10-17 17:30 - 19:30 | Pareto Securities AB, Berzelii park 9, Stockholm, 11147, Sweden
CFA Society Sweden and Pareto Asset Management invite you to an exciting event on Swedish small caps performance.
Swedish small-cap stocks have proven to be among the most robust performers worldwide from 2005 to date, enduring numerous bull and bear market cycles. Swedish small caps have consistently beaten major benchmarks such as the Stockholm Stock Exchange index, the Nasdaq Composite, and the S&P 500 index.
This sustained outperformance is primarily attributable to their lasting profitability growth, specifically in terms of earnings per share (EPS). The Swedish small and medium-sized enterprise (SME) sector, as a whole, remains exceptionally resilient and continues to experience substantial growth. This phenomenon is not confined to Sweden alone; it has broader implications for the entire Nordic region, which shares similar economic dynamics.
Your speakers:
Jon Hyltner
Portfolio Manager, Enter Fonder AB
Jon Hyltner has been the Portfolio Manager of Enter Småbolagsfond at Enter Fonder AB since September 2019 and Enter Preserve since April 2018. Jon has about 15 years of experience in the stock market. Previously, he worked at Handelsbanken Capital Markets and Swedbank, where he worked as an equity analyst with a focus on Swedish small companies. Jon holds a Master’s in Economics from the Gothenburg School of Business.

Stefan Ericson, CFA
Lead Portfolio Manager, Pareto ESG Global Corporate Bond & Branch Manager
Stefan Ericson (CFA) is the lead portfolio manager for Pareto Global Corporate Bond and portfolio manager for Pareto Nordic Corporate Bond. He has worked at Pareto since 2014 as Branch Manager of the Stockholm office and is head of the fixed income team. Stefan has experience in currency and fixed-income management since 1997. He holds an MBA from the University of Alabama in Birmingham and has been a Chartered Financial Analyst since 2003.

With the kind support of

Annual General Meeting 2023
2023-09-26 12:00 - 13:30 | TAK, Brunkebergstorg 2-4, Stockholm, Sweden
CFA Society Sweden cordially invites all Regular Members to the Annual General Meeting 2022.
Date: Tuesday, September 27, 2022
Time: 12:00-13:00
Venue: TAK, Brunkebergstorg 2-4, Stockholm or Virtually via MS Teams
To register please fill the registration form above no later than September 20.
The documentation for the AGM is available here:
Agenda
Nomination Committee’s Proposal
Annual Report
If you register to attend virtually, you will receive the link shortly before the event.
We look forward to seeing you there!

AW: Back to Work & Post CFA Exam Cheer!
2023-09-07 17:30 - 19:30 | Humlan, Humlegårdsgatan 24, Stockholm, Sweden
For some of us, this has been a very relaxing summer, for others perhaps not so much! Regardless of whether you enjoyed (or tried to enjoy) the sun and the beach or if you were preparing for a challenging CFA Exam, we are pleased to welcome our members & CFA candidates to a well-deserved after work event!
If the weather allows, we’ll be outside – if not, we’ll take cover!
CFA Society Sweden is pleased to offer you an open bar at Humlan in Humlegården from 17:30 (Humlegårdsgatan 24, Stockholm). Should the sun decide not to show up, we will communicate an alternate location to those who have signed up.
Please sign up using the form above.
We look forward to seeing you there!

AI and It's Implications for Asset Management & Bloomberg Applications / 22 June @14:00
2023-06-22 14:00 - 15:00
CFA Society Norway and Bloomberg invite you to a compelling webinar on “AI and Its Implications for Asset Management & Bloomberg Applications” on the 22nd of June at 14 CET.
This interactive session will cover the following:

An overview of Artificial Intelligence (AI)
The role and applications of AI in asset management
Bloomberg’s integration of AI into its solutions and platform

Gain valuable insights, stay updated on AI trends, and join the conversation on this transformative technology’s impact on our industry!
Register for the event from here!

CFA Society Norway is sponsored by

Forecast Dinner 2023
2023-05-25 17:00 - 22:30 | Gamla Riksarkivet, Gamla Riksarkivet, Birger Jarls Torg 2a, Stockholm, 111 28
We have the pleasure of inviting you to our flagship dinner which will take place at Gamla Riksarkivet.
The Annual Forecast Dinner is CFA Society Sweden’s flagship event of the year where we look forward to inviting members and guests to network, discuss, and share ideas. We believe this is a great way to strengthen the investment community in Sweden.
Program preview
17:00 Welcome drinks & registration
18:00 Dinner
Keynote: Minter Dial, author – AI & Empathy
Presentation by Marc Preiser, Portfolio Manager at Fidelity International – Direct Lending
ESG Award
New CFA Charter holder ceremony
21:00 Mingel & Open bar
22:30 Carriages

Minter Dial is a professional speaker, author and elevator, specialized in leadership, branding and transformation.
An agent of change who has exercised twelve different métiers and moved country fifteen times, he’s the author of the WWII story, The Last Ring Home as well as three business books: Futureproof, Heartificial Empathy and You Lead.

Marc Preiser joined Fidelity in April 2022 as Portfolio Manager for the Direct Lending Fund. Prior to joining Fidelity, Marc served as Senior Advisor to Next Wave Partners, a lower mid-market private equity firm, working with Next Wave to reposition its portfolio and pursue a hybrid credit strategy. Marc has worked at and held senior roles across several European financial institutions including BNP Paribas and Credit Lyonnais.

More details about the program will be available soon.
We look forward to seeing you there!

AW Seminar - The Key to Listed Private Assets
2023-05-03 17:30 - 19:30 | Helio GT30, Grev Turegatan 30, Stockholm, 114 38
We have the pleasure of inviting you an after-work event about Private Asset Investments!
In times of soaring inflation and volatile markets, investors who have access to a broad range of asset classes can turn to private assets for opportunities. Not all investors have this chance but some listed companies can provide exposure to private assets via their listed holding structure.
One such company is Storskogen, a Swedish company who has received a lot of attention in the press recently for its shaky stock price.
Alexander Bjärgård, Co-founder, Executive Vice President, Corporate Development and M&A at Storskogen will share his knowledge about the M&A market and tell us how Storskogen weathering the storm while creating value for its shareholders.
This event accounts for 1 CPL credit.
About your expert
Alexander Murad Bjärgård, Co-founder, Executive Vice President, Corporate Development and M&A at Storskogen.
Prior to co-founding Storskogen Industrier AB in 2012 and accompanying the company in its growth beyond its listing on Stockholm Nasdaq as Storskogen Group AB (Publ) in 2020, Alexander co-founded several other companies within the tech and internet space. He started his career as a lawyer and general counsel. Alexander holds a Master in law from the University of Uppsala.

The Swedish EU Presidency: Sweden's focus on green transition and what this means for Swedish companies and investors
2023-03-23 17:00 - 18:30 | Zoom
It is our pleasure to invite you to a webinar on the Swedish Presidency of the Council of the European Commission. This free virtual event, jointly hosted by CFA Society Sweden and CFA Institute will gather EU and Swedish regulators, and industry representatives to dive deeply into the most urgent questions faced by the Swedish Presidency.
The webinar will feature keynotes by:

Johanna Fager Wettergren, Head of Sustainable Finance, Finansinspektionen (Swedish Financial Supervisory Authority)

followed by a panel of experts; including

Ulf Erlandsson, Founder & CEO, Anthropocene Fixed Income Institute
Svante Forsberg, Director, Styrelseakademien (Swedish Academy of Board Directors)
Patrik Karlsson, Senior Policy Officer, European Securities and Markers Authority (ESMA)
Jonas Thulin, Head of Asset Management, Erik Penser Bank

and will be moderated by Josina Kamerling, Head, Regulatory Outreach, EMEA, CFA Institute.
Speakers will address the priorities of the Swedish Presidency.

Priorities for the Swedish Presidency of the EU
Sweden recently took over the Presidency of the Council of the EU at a time when EU legislators face numerous issues, such as the economic consequences of the conflict in Ukraine, the recovery from the Covid-19 pandemic, and the legislative progress towards the EU green transition.
One of the main priorities of the Swedish Presidency, which began on 1 January 2023, is to tackle high and volatile energy prices while continuing to work towards the green transition and further implement the agenda on the European Green Deal.
Join this free webinar to hear from policymakers, policy experts and industry practitioners on the priorities that the Swedish Presidency is expected to address, and challenges and the opportunities on current and future legislation on sustainable finance.

About your speakers

Johanna Fager Wettergren
Johanna Fager Wettergren is Head of Sustainable Finance at Finansinspektionen. In this capacity, she has taken an active role in the supervisory authority’s work on sustainable finance and stewardship. At the global level, she is a member of the steering committee of the Network for Greening the Financial System (NGFS), and also actively involved in the work carried out by the Task Force on Sustainable Finance within the International Organisation of Securities Commissions (IOSCO).
Johanna was previously Head of Department at the National Debt Office, responsible for Financial Stability and Consumer Protection. She joined the Swedish Central Bank in 2006 and held, during a period of about 10 years, several different managerial positions within the field of Financial Stability and Asset Management. Johanna started her career in Nordea Bank Market Department as an analyst.

Ulf Erlandsson
Dr. Ulf Erlandsson is the founder and Chief Executive Officer of AFII. He comes from a background as a credit portfolio manager at the Fourth Swedish State Pension Fund (AP4) and as a quant strategist at Barclays Capital. He was one of the pioneers in the green bond market as well as in high-frequency credit derivative trading and has written extensively on credit trading, climate impact in fixed income and the combination thereof over the past 15 years. Ulf earned his Ph.D. in Economics from Lund University.

Svante Forsberg
After a long carrier at Deloitte Sweden, whereof 20 years as Chairman or Managing Partner, Svante work in different Boards and as Advisor. He is, among other assignments, Chairman of the Swedish Academy of Board Directors, the second largest Institute in Europe with 8 000 members.

Patrik Karlsson
Patrik works as a senior policy officer in the investment management team at ESMA, which he joined in April 2019. He contributes to investment fund policy development, focusing on sustainable finance and disclosures, fund liquidity and leverage, and alternative investment fund management. Previously he worked at the International Capital Market Association (ICMA), Prudential plc, and the British Banker’s Association in EU Government Affairs and policy development on investment fund, insurance and banking issues.

Jonas Thulin
Before joining Erik Penser Bank Mr Thulin was Head of Asset Allocation at Nordea Bank Wealth Management. At Nordea he had other positions before this, such as Head of Strategy and Research Nordea Markets and Head of Global Alpha Strategy Nordea Markets. Before joining Nordea Mr Thulin worked at an investment bank in New York as Director and senior strategist for hedge fund strategies and trading, a similar position to the one he held in London before that. Mr Thulin started his career as teacher in economics at University of Queensland (Australia) and University of Stockholm (Sweden) and thereafter he managed Ericsson’s pension trust.

Bond market & whiskey tasting
2023-03-22 17:20 - 19:30 | O.C.R.A., Tengelinsgatan 10, Stockholm, 115 48, Sweden
Let’s savour these early spring days together! We are delighted to invite you to taste some Whiskey while we listen to the insights about the modernisation of the bond market by Jane Street.
The tasting will include five unique whiskeys specially selected from the Swedish distillery, Mackmyra.
This invitation is reserved to members of CFA Society Sweden (only 40 seats available). If you are not a member find out more here.
Warm welcome!
With the kind support of

Celebrate Women & Invest in Yourself with KvinnoKapital
2023-03-08 11:45 - 13:45 | Storebrand, Vasagatan 10, Stockholm, 11120, Sweden
On the occasion of International Women’s Day 2023, we have the pleasure of inviting you to this celebratory lunch organised by KvinnoKapital with the participation of Barbara Stewart, CFA and with the support of Storebrand Fonder.
Programme
11:45 – Registration, Mingle & Lunch
12:15 – Welcome address, KvinnoKapital & CFA Society Sweden
12:20 – Rich Thinking® 2023 – Barbara Stewart, CFA presents a summary of her latest research report: “Smart women and men: How they invest in themselves.”
12:40 – Panel: Invest for Success – 3 women and 1 man will share how they have invested in themselves to achieve a successful career.
13:20 – Wrap up, Coffee & Mingle
13:45 – end

Your Experts
Barbara Stewart, CFA
Barbara is a keynote speaker for CFA Societies, banks and stock exchanges around the world, and conducts interview driven research for financial institutions in Canada and globally. She is a Chartered Financial Analyst with 30 years of investment industry experience; five years as a foreign currency trader and then more than two decades as a portfolio manager investing on behalf of high net worth entrepreneurs. 12 years ago Barbara saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, Barbara is recognized worldwide as one of the leading researchers in women and finance. Her Rich Thinking® global research papers quote smart women from all ages, professions and countries and are released annually on International Women’s Day, March 8. Barbara is a columnist for CFA Institute, Canadian Money Saver, and Golden Girl Finance. She is also on the Advisory Board of Kensington Capital Partners in Toronto.
Alexandra Morris
Alexandra Morris has been CIO at SKAGEN Funds since September 2016 and leads a 24 -person strong investment team. She has over 20 years’ experience within the investment industry from all sides of the investment table – as portfolio manager, broker, investor relations director as well as investment director. She previously worked at DNB Asset Management where she was CIO. From 2004-2015, she was senior portfolio manager of two of Odin’s European mutual funds. Alexandra has served on several boards, including Nordic Nanovector, a listed biotech company and as chairman of the nomination committee of Kongsberg Gruppen, a large defence company.

Alexandra Voss, CFA
Alexandra Voss is Senior Manager Selector at SEB and sits on the Board of CFA Society Sweden since September 2022. Previously she worked as Chief Client Officer & Deputy CEO, Partner at Nyhavn Capital in Stockholm. She moved to Sweden in 2019 when she joined macro hedge fund IPM as Director, Investment Strategy. Alexandra started her career in New York when she worked for New Holland Capital and BMO Capital Markets among others. She holds a BA in Economics at Columbia University and Barnard College.

David Seekell
David Seekell Head of Sustainable Investing and ESG at Stockholm-based boutique asset management platform Atle. Prior to moving to Stockholm, David was an Assistant Professor of Ecology in the Department of Ecology and Environmental Science at Umeå University in Sweden. His research has focused on developing early warning indicators of ecosystem tipping points. He also conducts research on global-scale patterns in lake ecology. David initially moved to Sweden in 2016 as Senior Researcher at the Climate Impacts Research Centre in Abisko. Previously he conducted research at the University of Virginia, where he completed his PhD in Environmental Sciences.

Wava Bodin
Wava Bodin is the Founder & CEO of fund information platform Fundrella which she set up in 2019. Prior to starting the company, she worked for BlackRock in Stockholm as Vice President focused on Nordic Retail after having spent almost four years in Sales at Fidelity International. Wava holds both a BSc and MSc in Economics and Business Administration from Hanken School of Economics in Finland.

Julia Roording
Julia Roording is Managing Director Head of Nordics and Benelux Distribution at AMG. She joined AMG in April 2022 to lead the Northern European Distribution team and its client engagements in the region. Prior to joining AMG, Julia worked at Ninety One, ABN Amro, BNP Paribas Fortis and Wallich & Matthes in similar roles having faced Nordic and Benelux clients over the past 18 years+. Julia obtained a Master’s in Economics from Jönköping International Business School, Sweden. In addition to being a native Swedish speaker, Julia speaks English, Dutch and Spanish fluently. Julia is involved in the board of KvinnoKapital – where women in asset management meet in the Nordics.
Julia will be moderating the panel.
We hope to see many of you there!

When ESG goes mainstream – meeting the demand for expertise
2023-01-24 17:30 - 19:30 | Storebrand, Vasagatan 10, Stockholm, 11120, Sweden
Join us for this exciting event which will feature a panel of inspiring investment professionals. Find out about the best ways to educate yourself and your team with high level of ESG knowledge that has become so crucial in today’s investment environment.
This event is open to non-members and the session counts for 1 CPL credit
Program
17:30 – Welcome & Mingle
17:50 – Panel discussion with your experts: The needs for ESG expertise today, challenges & solutions
18:20 – About the Certificate in ESG Investing
18:30 – Fireside chats: How to choose an ESG education and why?
18:45 – Concluding remarks
18:50 – Mingle: drinks & canapés
About your panel

Victoria Lidén
Victoria is Sustainability Analyst at Storebrand Asset Management and Head of Corporate Governance for Storebrand Fonder. Prior to joining Storebrand, she was ESG analyst at Öhman. Her journey in sustainability and responsible investment started at Söderberg & Partners in 2016. Victoria holds a BSc from Stockholm University in Business Administration, Economics & Political Sciences.

Lingyi Lu
Lingyi is Head of Sustainability at Söderberg & Partners and Board member of Swesif, the Swedish Sustainable Investment Forum. Prior to joining Söderberg & Partners in 2019, she worked with External Relations & Advocacy at UNDP. Lingyi holds a BSc in Business & Economics and a Master’s degreen in Sustainable development from Uppsala University as well as an MSc in Applied Economics & Finance from Copenhagen Business School.

Eric Christian Pedersen
Eric is Head of Responsible Investments at Nordea Asset Management and Vice Chair of Dansif, the Danish Sustainable Investment Forum. In the finance industry since 1996, of which the largest part spent at Nordea in various roles, Eric worked as an Economist for the UNDP in Mali at the beginning of his career. He holds a Msc in Economics from the University of Copenhagen.

Robert Vicsai
Robert is Portfolio Manager at SEB Investment Management. Prior to joining SEB in 2020, he worked at Storebrand and East Capital among other places. Robert holds a BA in Business Administration and Management from Växjö University as well as an Executive MBA, Financial management from Stockholm School of Economics.

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Aline Reichenberg Gustafsson, CFA
Aline has 20 years of experience in the asset management industry in Stockholm, London and Geneva, including as a long/short equity hedge fund portfolio manager, and buy-side analyst, but also as CFO and COO in several asset management firms. Aline holds an MBA from Harvard Business School and a License in Economic Sciences from the University of Geneva.
