11.00

Networking lunch

12.00

Welcome  
// Eirik Vetvik | Partner, Pareto Asset Management

Opening remarks by our conference host, Eirik Vetvik

12.10

PART I
Financial market dynamics - How to adapt

Investments in a new economic regime
KEYNOTE SPEAKER Russell Napier

The case for value stocks & international equities in an era of financial repression

Panel discussion: Portfolio strategies for the upcoming decade
// Moderator: Finn Øystein Bergh | Chief Economist & Strategist, Pareto Asset Management

Russell Napier, Financial market strategist, researcher and author
Thorbjörn Hamnmark, Founder Tolka Partners
Sara Viktorsson, CEO and co-founder, Wictor Family Office

13.25

Networking

14.00

PART II

Managing geoeconomic risk

Geoeconomics & consequences for corporate strategies
KEYNOTE SPEAKER Mikael Wigell | Research Director, The Finnish Institute of International Affairs



Alfa Laval - Managing geoeconomic risk in an uncertain environment
// Rikard Egeriis | VP Risk & Compliance, Alfa Laval AB
 

15.00

Networking

15.30

PART III

Managing geopolitical risk – with a Nordic view

Tough tasks ahead for leaders & companies
KEYNOTE SPEAKER Fredrik Reinfeldt | Former Swedish Prime Minister

Autoliv - Challenges for a Nordic company with global reach 
// Christian Swahn | EVP Global supply chain management, Autoliv AB
 

17.00

Closing remarks 

18.30

Evening networking with drinks & dinner 

Izakaya at TAK

08.30

BREAKFAST SESSION
The Nordic bond markets

Trump, tariffs and impact on nordic high yield
KEYNOTE SPEAKER Ole André Kjennerud | Head of Credit strategy and research, DNB 

Nordic High Yield: Bond investing in uncertain times
// Thomas Larsen | Portfolio manager Pareto Nordic Corporate Bond, Pareto Asset Management

Networking

ESG in Fixed Income: A lasting commitment or a passing trend?
// Nawel Boukedroun, Responsible ESG and Sustainable investment &
   Vilhelm Böhme, Portfolio manager | Pareto Asset Management

Panel discussion: ESG at a crossroads: Evolving towards meaningful purpose ?
// Moderator: Nawel Boukedroun 

Kenza Akallal, Sustainability Consultant, McKinsey
Ida Eilertsen Nygård, Responsible for ESG, Sparebank1
Vilhelm Böhme, Portfolio manager for Pareto ESG Global Corporate Bond, Pareto Asset Management
 

10.55

Closing remarks & flying lunch
// Eirik Vetvik | Pareto Asset Management