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X-WR-CALDESC:Events for CFA Society Sweden
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20231017T173000
DTEND;TZID=Europe/Stockholm:20231017T193000
DTSTAMP:20260418T151828
CREATED:20231002T091359Z
LAST-MODIFIED:20231006T101736Z
UID:2128-1697563800-1697571000@cfasweden.se
SUMMARY:Swedish Small Caps vs. the World
DESCRIPTION:CFA Society Sweden and Pareto Asset Management invite you to an exciting event on Swedish small caps performance. \nSwedish 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. \nThis 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. \nYour speakers:\nJon Hyltner\nPortfolio Manager\, Enter Fonder AB \nJon 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. \n  \nStefan Ericson\, CFA\nLead Portfolio Manager\, Pareto ESG Global Corporate Bond & Branch Manager  \nStefan 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. \n  \nWith the kind support of
URL:https://cfasweden.se/event/swedish-small-caps-vs-the-world/
LOCATION:Pareto Securities AB\, Berzelii park 9\, Stockholm\, 11147\, Sweden
CATEGORIES:After Work
ATTACH;FMTTYPE=image/jpeg:https://cfasweden.se/wp-content/uploads/2023/10/small-cap-seesaw.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230926T120000
DTEND;TZID=Europe/Stockholm:20230926T133000
DTSTAMP:20260418T151828
CREATED:20230825T141916Z
LAST-MODIFIED:20230905T203237Z
UID:2100-1695729600-1695735000@cfasweden.se
SUMMARY:Annual General Meeting 2023
DESCRIPTION:CFA Society Sweden cordially invites all Regular Members to the Annual General Meeting 2022. \nDate: Tuesday\, September 27\, 2022 \nTime: 12:00-13:00 \nVenue: TAK\, Brunkebergstorg 2-4\, Stockholm or Virtually via MS Teams \nTo register please fill the registration form above no later than September 20. \nThe documentation for the AGM is available here: \nAgenda\nNomination Committee’s Proposal\nAnnual Report \nIf you register to attend virtually\, you will receive the link shortly before the event. \nWe look forward to seeing you there!
URL:https://cfasweden.se/event/annual-general-meeting-2023/
LOCATION:TAK\, Brunkebergstorg 2-4\, Stockholm\, Sweden
CATEGORIES:General Meeting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230907T173000
DTEND;TZID=Europe/Stockholm:20230907T193000
DTSTAMP:20260418T151828
CREATED:20230825T140622Z
LAST-MODIFIED:20230825T140622Z
UID:2096-1694107800-1694115000@cfasweden.se
SUMMARY:AW: Back to Work & Post CFA Exam Cheer!
DESCRIPTION: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! \nIf the weather allows\, we’ll be outside – if not\, we’ll take cover! \nCFA 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. \nPlease sign up using the form above. \nWe look forward to seeing you there!
URL:https://cfasweden.se/event/aw-back-to-work-post-cfa-exam-cheer/
LOCATION:Humlan\, Humlegårdsgatan 24\, Stockholm\, Sweden
CATEGORIES:After Work
ATTACH;FMTTYPE=image/jpeg:https://cfasweden.se/wp-content/uploads/2023/08/70d58327-1625-c294-dd6e-021e4a3b2c0e.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230622T140000
DTEND;TZID=Europe/Stockholm:20230622T150000
DTSTAMP:20260418T151828
CREATED:20230616T144816Z
LAST-MODIFIED:20230616T145941Z
UID:2085-1687442400-1687446000@cfasweden.se
SUMMARY:AI and It's Implications for Asset Management & Bloomberg Applications  / 22 June @14:00
DESCRIPTION: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. \nThis interactive session will cover the following: \n\nAn overview of Artificial Intelligence (AI)\nThe role and applications of AI in asset management\nBloomberg’s integration of AI into its solutions and platform\n\nGain valuable insights\, stay updated on AI trends\, and join the conversation on this transformative technology’s impact on our industry! \nRegister for the event from here! \n\n  \nCFA Society Norway is sponsored by
URL:https://cfasweden.se/event/ai-and-its-implications-for-asset-management-bloomberg-applications-22-june-1400/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://cfasweden.se/wp-content/uploads/2023/06/Untitled-1-e1686926970508.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230525T170000
DTEND;TZID=Europe/Stockholm:20230525T223000
DTSTAMP:20260418T151828
CREATED:20230331T094157Z
LAST-MODIFIED:20230522T154844Z
UID:1834-1685034000-1685053800@cfasweden.se
SUMMARY:Forecast Dinner 2023
DESCRIPTION:We have the pleasure of inviting you to our flagship dinner which will take place at Gamla Riksarkivet. \nThe 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. \nProgram preview\n17:00 Welcome drinks & registration \n18:00 Dinner \nKeynote: Minter Dial\, author – AI & Empathy  \nPresentation by Marc Preiser\, Portfolio Manager at Fidelity International – Direct Lending \nESG Award \nNew CFA Charter holder ceremony \n21:00 Mingel & Open bar \n22:30 Carriages \n\n \n  \nMinter Dial is a professional speaker\, author and elevator\, specialized in leadership\, branding and transformation. \nAn 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. \n  \n  \n\n \n  \nMarc 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. \n  \n  \nMore details about the program will be available soon. \nWe look forward to seeing you there!
URL:https://cfasweden.se/event/forecast-dinner-2023/
LOCATION:Gamla Riksarkivet\, Gamla Riksarkivet\, Birger Jarls Torg 2a\, Stockholm\, 111 28
CATEGORIES:Forecast Dinner
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230503T173000
DTEND;TZID=Europe/Stockholm:20230503T193000
DTSTAMP:20260418T151828
CREATED:20230414T073354Z
LAST-MODIFIED:20230502T083207Z
UID:1875-1683135000-1683142200@cfasweden.se
SUMMARY:AW Seminar - The Key to Listed Private Assets
DESCRIPTION:We have the pleasure of inviting you an after-work event about Private Asset Investments! \nIn 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. \nOne such company is Storskogen\, a Swedish company who has received a lot of attention in the press recently for its shaky stock price. \nAlexander 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. \nThis event accounts for 1 CPL credit. \nAbout your expert\nAlexander Murad Bjärgård\, Co-founder\, Executive Vice President\, Corporate Development and M&A at Storskogen. \nPrior 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.
URL:https://cfasweden.se/event/listed-private-assets/
LOCATION:Helio GT30\, Grev Turegatan 30\, Stockholm\, 114 38
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230323T170000
DTEND;TZID=Europe/Stockholm:20230323T183000
DTSTAMP:20260418T151828
CREATED:20230222T105303Z
LAST-MODIFIED:20230315T151409Z
UID:1749-1679590800-1679596200@cfasweden.se
SUMMARY:The Swedish EU Presidency: Sweden's focus on green transition and what this means for Swedish companies and investors
DESCRIPTION:  \nIt 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. \nThe webinar will feature keynotes by: \n\nJohanna Fager Wettergren\, Head of Sustainable Finance\, Finansinspektionen (Swedish Financial Supervisory Authority)\n\nfollowed by a panel of experts; including \n\nUlf Erlandsson\, Founder & CEO\, Anthropocene Fixed Income Institute\nSvante Forsberg\, Director\, Styrelseakademien (Swedish Academy of Board Directors)\nPatrik Karlsson\, Senior Policy Officer\, European Securities and Markers Authority (ESMA)\nJonas Thulin\, Head of Asset Management\, Erik Penser Bank\n\nand will be moderated by Josina Kamerling\, Head\, Regulatory Outreach\, EMEA\, CFA Institute. \nSpeakers will address the priorities of the Swedish Presidency. \n  \n\n  \nPriorities for the Swedish Presidency of the EU \nSweden 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. \nOne 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. \nJoin 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. \n  \n\n  \nAbout your speakers \n  \n \nJohanna Fager Wettergren \nJohanna 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). \nJohanna 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. \n  \n \nUlf Erlandsson \nDr. 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. \n  \n \nSvante Forsberg \nAfter 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. \n  \n  \n  \nPatrik Karlsson \nPatrik 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. \n  \n Jonas Thulin  \nBefore 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.
URL:https://cfasweden.se/event/the-swedish-eu-presidency-swedens-focus-on-green-transition-and-what-this-means-for-swedish-companies-and-investors/
LOCATION:Zoom
CATEGORIES:CPL Credit,Webinar
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230322T172000
DTEND;TZID=Europe/Stockholm:20230322T193000
DTSTAMP:20260418T151828
CREATED:20230303T120203Z
LAST-MODIFIED:20230303T120242Z
UID:1788-1679505600-1679513400@cfasweden.se
SUMMARY:Bond market & whiskey tasting
DESCRIPTION: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. \nThe tasting will include five unique whiskeys specially selected from the Swedish distillery\, Mackmyra. \nThis invitation is reserved to members of CFA Society Sweden (only 40 seats available). If you are not a member find out more here. \nWarm welcome! \nWith the kind support of
URL:https://cfasweden.se/event/bond-market-whiskey-tasting/
LOCATION:O.C.R.A.\, Tengelinsgatan 10\, Stockholm\, 115 48\, Sweden
CATEGORIES:After Work
ATTACH;FMTTYPE=image/jpeg:https://cfasweden.se/wp-content/uploads/2023/03/fbcaad0a-e8c3-91d3-5fcd-1c70e0236a3b.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230308T114500
DTEND;TZID=Europe/Stockholm:20230308T134500
DTSTAMP:20260418T151828
CREATED:20230210T163932Z
LAST-MODIFIED:20230216T162455Z
UID:1738-1678275900-1678283100@cfasweden.se
SUMMARY:Celebrate Women & Invest in Yourself with KvinnoKapital
DESCRIPTION: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. \nProgramme\n11:45 – Registration\, Mingle & Lunch\n12:15 – Welcome address\, KvinnoKapital & CFA Society Sweden\n12:20 – Rich Thinking® 2023 – Barbara Stewart\, CFA presents a summary of her latest research report: “Smart women and men: How they invest in themselves.”\n12:40 – Panel: Invest for Success – 3 women and 1 man will share how they have invested in themselves to achieve a successful career.\n13:20 – Wrap up\, Coffee & Mingle\n13:45 – end \n\nYour Experts\nBarbara Stewart\, CFA\nBarbara 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. \nAlexandra Morris\nAlexandra 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. \n  \nAlexandra Voss\, CFA\nAlexandra 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. \n  \nDavid Seekell\nDavid 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. \n  \nWava Bodin\nWava 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. \n\n\nJulia Roording\nJulia 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. \nJulia will be moderating the panel. \nWe hope to see many of you there!
URL:https://cfasweden.se/event/celebrate-women-invest-in-yourself-with-kvinnokapital/
LOCATION:Storebrand\, Vasagatan 10\, Stockholm\, 11120\, Sweden
CATEGORIES:CPL Credit,Lunch Event
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BEGIN:VEVENT
DTSTART;TZID=Europe/Stockholm:20230124T173000
DTEND;TZID=Europe/Stockholm:20230124T193000
DTSTAMP:20260418T151828
CREATED:20221213T165336Z
LAST-MODIFIED:20230111T111429Z
UID:1190-1674581400-1674588600@cfasweden.se
SUMMARY:When ESG goes mainstream – meeting the demand for expertise
DESCRIPTION: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. \nThis event is open to non-members and the session counts for 1 CPL credit \nProgram\n17:30 – Welcome & Mingle\n17:50 – Panel discussion with your experts: The needs for ESG expertise today\, challenges & solutions\n18:20 – About the Certificate in ESG Investing\n18:30 – Fireside chats: How to choose an ESG education and why?\n18:45 – Concluding remarks\n18:50 – Mingle: drinks & canapés \nAbout your panel\n \nVictoria Lidén\nVictoria 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. \n  \n \nLingyi Lu\nLingyi 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. \n  \n \nEric Christian Pedersen\nEric 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. \n  \n \nRobert Vicsai\nRobert 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. \n  \nYour moderator\n \nAline Reichenberg Gustafsson\, CFA\nAline 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. \n 
URL:https://cfasweden.se/event/when-esg-goes-mainstream/
LOCATION:Storebrand\, Vasagatan 10\, Stockholm\, 11120\, Sweden
CATEGORIES:After Work,CPL Credit
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