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Speakers
Johanna Juujärvi, Aktia, Finland
Johanna Juujärvi is Head of Aktia’s Manager Selection & Asset Allocation team. Prior to joining Aktia she was servicing the local pension fund Keva as a senior portfolio Manager.
Mikael Löfberg, CapMan Wealth, Finland
Mikael Löfberg is the Chief Investment Officer at CapMan Wealth, part of the Nordic private markets pioneer CapMan Plc. With over 25 years of experience in investment and wealth management, he leads the firm’s investment committee, manager selection, and multi-asset portfolio strategies. Prior to CapMan, he held senior positions at Deutsche Bank AG and Mandatum Private Bank.
Oskar Sandvik, Folksam Asset Management, Sweden
Oskar Sandvik has 16 years’ experience in the fund industry and joined Folksam as a fund specialist in 2021, where he is responsible for fund selection and asset allocation. He started his career in 2009 at Norwegian fund company Odin Forvaltning and later joined Movestic Liv & Pension as a senior fund analyst responsible for fund selection, asset allocation and as an assistant portfolio manager for its in-house managed fund of funds. He has a master’s in business administration and economics from Stockholm university.
Thomas K. Skjoldmo, Cenzia, Norway
Thomas Skjoldmo is a Partner at Cenzia AS, a multi-family office, where he serves as Head of Family Office and Investment Director. With over 25 years of experience in asset management, advisory, and corporate banking, Thomas has held key roles on both sell and buy sides of the financial industry. His expertise spans positions such as Chief Investment Officer for a large single-family office, pension fund advisory, and various roles in corporate and private banking across Norway and Luxembourg.
Workshops
Workshops
The ABN AMRO EdenTree Sustainable European Equities Fund: The Value Opportunity
The ABN AMRO EdenTree Sustainable European Equities Fund aims to achieve long-term capital growth with an income by investing in a diversified portfolio of sustainable European (excluding the UK) companies.
The Fund’s emphasis on value means it takes an inherently contrarian stance to the rest of the market, focusing on out-of-favour stocks that are consequently trading at attractive valuations. This ethos has benefitted the Fund’s performance since launch, with the Fund outperforming the MSCI Europe, MSCI Europe Value and MSCI Europe Growth indices over this period.
The Fund’s investment process combines bottom-up stock picking with its commitment to sustainable investing. Each potential investment undergoes rigorous fundamental analysis within a value-oriented framework and is screened by our sustainable investment team.
Workshop Objectives:
An introduction to the ABN AMRO EdenTree European Sustainable Equities Fund
Company Profile:
Pioneers in multi-asset management for 25 years, ABN AMRO Investment Solutions is the asset management company of the ABN AMRO Bank. With ESG commitment at the heart of its business model, ABN AMRO Investment Solutions offers all its clients exclusive strategies in Europe that combine performance and responsible investment. With €19.9 billion assets under management (as of 30/06/23) and a range of 40 strategies covering all asset classes and geographical areas, the company is a pure-player in open architecture. Its offer combines a selection of external funds and sub-advisory funds, notably through exclusive partnerships. ABN AMRO Investment Solutions thus provides the European market with unique access to “ESG Originals”, asset managers that have responsible investment in their DNA.
With approximately 90 employees, ABN AMRO Investment Solutions has offices in France, the Netherlands and Germany.
Speakers
Christopher Hiorns
Head of Multi Asset & European Equities
Chris Hiorns is Head of Multi-Asset and European Equities at EdenTree and is the lead portfolio manager of several strategies including the ABN Amro EdenTree Sustainable European Equities Fund since its launch in 2017. His career at EdenTree spans over 27 years and he has managed responsible and sustainable portfolios since 2008. Chris holds an MSc In Economics from University College, London and is a CFA Charterholder.
Representatives
Martin Stolker
Product Strategist
Martin Stolker is Product Strategist at ABN AMRO Investment Solutions. He started his career in 1995 at MeesPierson Securities as an Equity analyst, before moving to Funds Research at MeesPierson Private Bank & Trust. In 1999, he became Head of Funds Research at MeesPierson and afterwards at Fortis Private Banking. After the merger of ABN AMRO with Fortis, in 2010, Martin joined ABN AMRO Advisors (which is now ABN AMRO Investment Solutions) and became responsible for the manager selection of the sub-advisory platform. In 2016 he became the Executive Director of ABN AMRO Advisors, with the overall responsibility for portfolio advisory and fiduciary management before moving to the role of Head of Manager Selection in 2019.
Martin holds a Master’s degree in Financial Economics from the Free University of Amsterdam and is a CEFA charterholder.
Rose Wilson
Institutional and International Business Development
Rose is a key member of EdenTree’s Sales Team, bringing over six years of experience with the firm working with a range of clients, covering Pensions, Institutions and charities in the UK and internationally. Prior to joining EdenTree, she worked at Epworth Investment, where she developed her expertise in client relations and ethical investment strategies. Rose holds an LLB in Law from Swansea University, a Postgraduate Certificate in Economics, Banking and Financial Markets from the University of Bath, and the Investment Management Certificate (IMC).
Amelia Gaston
Senior Responsible Investment Analyst, EdenTree
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Amelia holds a BA in Geography from Durham University and previously worked as a Responsible Investment Analyst at LGPS Central, one of the UK Pension Pools. Millie holds the Investment Management Certificate (IMC) and CFA Certificate in ESG Investing. She leads EdenTree’s work on climate and environmental issues.
Systematic Investing – A Live Demonstration
Interactive workshop going under the hood of a leading systematic manager.
Portfolio Manager Tom Bilbe will present a live demonstration of Acadian’s stock selection model. Through this transparent demonstration, he will illustrate how fundamentals drive decision-making and how Acadian makes use of cutting edge data techniques such as natural language processing. The workshop will conclude with a review of portfolios and their performance drivers
Workshop Objectives:
Gain insight into how systematic investing works.
Company Profile:
Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for over 35 years.
As of June 30, 2025 we managed $151bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies.
Speakers
Tom Bilbe
Vice President, Portfolio Manager
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Tom joined Acadian in 2024 and is a Portfolio Manager on the Equity Team. Before joining Acadian, he was group head of asset allocation at Quintet private bank, where he was responsible for leading Quintet’s asset allocation function, including setting the strategic and tactical investment direction for the group. Prior to that Tom was a senior portfolio manager at State Street Global Advisers in the quantitative equity team. He holds a MSc in finance and investment from the University of Edinburgh Business School and a BEng mechanical engineering with management from the University of Edinburgh.
Representatives
William Power
Vice President, Business Development
William joined Acadian Asset Management (U.K.) Limited in 2017 and is the Director of Business Development in the Nordics and Netherlands. Prior to joining Acadian, he was an investment banking associate at Numis Securities, and also previously worked with the institutional business development team at Neptune Investment Management and in prime brokerage at Deutsche Bank. He earned a B.Sc. in physiological sciences from University of Newcastle upon Tyne. Will holds both the CFA U.K.'s Investment Management Certificate (IMC) and Capital Markets Certificate (CMC).
Quantitative Investment Strategies and Liquid Alternatives
Atlantic House are one of the largest specialist derivatives managers in the UK. With a pioneering Defined Returns mandate and liquid alternatives trading business.
Through AHG, investors can access QIS, in a risk managed, cost efficient solution in bespoke or pooled wrappers. These strategies are “go anywhere” and offer low cost, liquid solutions across asset classes and markets otherwise hard to access. They are rules based, customisable indices hosted by banks, that allow investors more precision around the risks they take.
Workshop Objectives:
Understand how QIS and Structured investments can offer better access, liquidity, risk management and importantly diversification in client portfolios.
Company Profile:
Atlantic House Group is a leading derivatives-based investment manager, dedicated to working with multi-asset investors across the world to build more predictable, resilient, and ultimately more effective portfolios. We achieve this through a range of market-leading funds, including the £2.5 billion Atlantic House Defined Returns fund and the innovative Atlantic House Uncorrelated Strategies Fund. Alongside our funds, Atlantic House Solutions collaborates with leading multi-asset investors to build bespoke solutions to meet their own specific needs and reach the goals they have set for their clients.
Speakers
Tom May
CEO / CIO Atlantic House Group
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Tom is the Chief Executive & Chief Investment Officer of the Atlantic House Group. As well as running the business on a day-to-day basis, Tom oversees the firm’s investment mandates and is a lead manager of the Atlantic House Defined Returns Fund. Prior to founding Atlantic House in 2008 with two partners, Tom had a long career at Citigroup, culminating as Head of European Securitised Equity Derivatives and Secondary market trading.
Representatives
Nina MacEwen
Head of Distribution
Nina has nearly 20 years’ experience in the industry, with the last 13 at Atlantic House. She joined the firm as the third employee and played an integral part in the launch of the firm’s fund management business in 2013 and subsequent product development, whilst also managing key partnerships with investors.
Freddie Blackwell
Sales and Product Specialist
A senior member of the team, Freddie primarily focused on London and international distribution of the Atlantic House fund range, QIS, and multi asset mandates. He is also the product lead for HF strategies. He joined from Morgan Stanley in 2018, prior to which Freddie spent 5 years in institutional equity sales at Pareto Securities.
Capture broad and diversified fixed income opportunities while smoothing returns
Global fixed income market volatility and dispersion are rising and are expected to stay elevated. In that context, benchmark relative strategies or those focused on standalone fixed income allocations can be inefficient. Instead, owning a benchmark agnostic, dynamic product that allocates capital to markets and strategies with the best risk-rewards can deliver smoother returns over a market cycle. But navigating investment opportunities in a volatile environment requires a robust, risk-controlled approach and proven expertise. We present our Global Absolute Return Bond fund, which aims to capture multi-strategy opportunities towards solving this problem.
Workshop Objectives:
Understand how the flexibility of being able to invest across different fixed-income segments in one vehicle – such as an absolute return fixed-income strategy – can enable positive return-generating opportunities to be exploited over time and provide diversification benefits.
Company Profile:
BNP Paribas Asset Management (BNPP AM) is the investment arm of BNP Paribas. Our aim is to generate long-term sustainable returns for our clients, based on a sustainability-driven approach. Our investment capabilities are focused around six key strategies: High Conviction Strategies, Liquidity Solutions, Emerging Markets, Multi-Assets, Systematic, Quantitative & Index and Private Assets, with investment processes incorporating quantitative and fundamental analysis. BNPP AM currently manages EUR 602 billion of assets and benefits from the expertise of more than 500 investment professionals globally.
Source: BNP Paribas, 31 March 2025
Speakers
James McAlevey
Head of the Global Aggregate and Absolute Return Fixed Income, BNPP AM
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James McAlevey is the Head of the Global Aggregate and Absolute Return team. James has more than 26 years of investment experience focused on managing multi-strategy fixed income and interest rate portfolios. James is supported in managing the strategy by four other investment professionals within the Global Aggregate and Absolute Return team: two portfolio managers and two assistant portfolio managers. The team also has an investment specialist. The team works in close collaboration with the investment teams within the Global Fixed Income Platform to maximise a global unconstrained approach.
Representatives
Henrik Af Donner
Head of Nordic Distribution
Henrik Af Donner has 25 years’ experience in the industry, hired in the beginning of 2025 at BNP Paribas Asset Management, previously at AXA for 7 years as CO-Head Client Group Nordics after 8 years at UBS as Executive Director Co-Head Nordic Markets.
Svante Ottosson
Client Relationship Manager
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Svante Ottosson has 20 years’ experience in the industry. Hired in 2024 at BNP Paribas Asset Management, previously at Evli Fund Management Company as Institutional Sales Executive Head of Stockholm Branch for 12 years after 6 years at DNB Nor Asset Management as Institutional Sales manager.
John Altas
Senior Sales Manager - ETF & Index Solutions | Nordics
John has 11 years’ experience in the industry, at BNP Paribas Asset Management since January 2023, previously at BlackRock as Vice President, Relationship Manager after 5 years at SEB.
A Sword and Shield Approach to Emerging Market Equities
Rob Marshall-Lee, Co-Founder and CIO of Cusana Capital, as he explores the rich investment universe of Emerging Markets (‘EM’). Cusana’s approach is grounded in the belief that long-term investment returns are primarily driven by a select group of exceptional stocks. In EM the quality of companies varies widely. The best companies demonstrate attractive growth rates, strong returns on capital, lower risk, and superior corporate governance. In contrast, poorly managed enterprises often overlook minority shareholders and value creation, and these weaker companies frequently dominate EM benchmarks. Rob will discuss Cusana’s long term, high conviction, investment strategy known as “Sword and Shield”, which is designed to offer clients access to significant capital growth opportunities while shielding them from the typical risks associated with EM equities.
Workshop Objectives:
Explore Cusana Capital’s “Sword and Shield” strategy with Rob Marshall-Lee, revealing how high-conviction investing in quality Emerging Market stocks can unlock growth while mitigating typical EM equity risks.
Company Profile:
Cusana Capital, founded in the UK in 2022 by Robert Marshall-Lee and Jos Trusted, is a partner-owned, independent equities investment business. It manages a concentrated global emerging market equity strategy through two funds: an Irish QIAIF and an Irish UCITS fund. Cusana Capital focuses on long-term investments in companies with strong corporate governance and minority shareholder protection. Their benchmark-agnostic strategy aims for absolute returns from liquid, publicly listed emerging market equities. Their clients primarily include USA and European foundations, pension funds, and consultants. Cusana Capital is authorised by the FCA.
Speakers
Rob Marshall-Lee
Founding Partner, CIO
Rob Marshall-Lee spent 21 years at Newton Investment Management, leading Emerging Markets Strategy and managing top-performing funds. He joined Odey Asset Management in 2021 to launch the Brook Global Emerging Markets franchise, including a UCITS fund that outperformed its index by 7% to March 2022. Assets reached $150m. Rob has been FCA regulated since 2001 and SEC regulated for several years.
Representatives
Christian Nilsson
Managing Director of Nordics
Christian is responsible for distribution in the Nordics. Prior to joining Spring Capital in 2023, he worked in similar business development and client relationship roles at William Blair IM, Aviva Investors and Morgan Stanley IM. He started his career with the Swedbank group and was based in Stockholm and Luxembourg.
Johan Oskarsson
Sales Director
Johan is responsible for distribution in the Nordics alongside Christian Nilsson. He joined Spring Capital in 2025, bringing 17 years of experience from Didner & Gerge and Carnegie Funds, where he covered both institutional and wholesale clients. He has also held senior distribution roles at SKAGEN Funds for several years.
Rising Dividends for Uncertain Times
As the U.S. market reaches record highs, the outlook for investors remains complex. Geopolitical tensions, the impact of tariffs and some of the highest valuations in the past 30 years all add to the uncertainty. At the same time, we believe this is a critical moment for investors to recognise cheaper areas within the broader U.S. market, which signal potential opportunities regardless of the direction the overall market takes from here. First Trust’s largest strategy (which has attracted $16 billion to date in First Trust managed funds globally*) is now available in UCITS format, designed around a quality-driven, rising dividend approach. Many rising dividend strategies screen strictly for historical dividend growth. However, a history of dividend growth does not guarantee that a company will sustain them. We believe a more sensible approach includes both historical dividend growth and earnings growth to screen for high quality companies that may be well positioned to continue to grow their dividends. A company’s ability to reliably increase its dividend can be an indication of its financial strength and discipline. Over the past 30 years, companies that have consistently grown their dividends have demonstrated a higher risk adjusted return. In our session we will highlight two UCITS ETFs built on this methodology: RDVY, which targets U.S. large-cap stocks and SDVY, which focuses on U.S. SMID-cap stocks.
Workshop Objectives:
- Provide a US Macroeconomic Outlook - Evaluate current market conditions and explain why adopting a broader approach could be beneficial
- Highlight Key Opportunities - Explore the potential in U.S. small- and mid-cap companies alongside all-cap value stocks, where attractive fundamentals and dividend growth potential may create long-term opportunities
- Address Common Challenges - Acknowledge the typical pitfalls of value and SMID-cap investing and explain how these strategies are designed to mitigate risks while capturing the potential for sustainable dividend growth.
Speakers
Gregg Guerin
Senior Product Specialist
Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing. He has been discussing the benefits of factor-based and thematic investments for 15 years.
Representatives
Rupert Haddon
Managing Director, Head of Sales
Rupert is Managing Director, Head of Sales and Distribution for First Trust’s UCITS platform globally and was an original team member when First Trust was founded in Europe in 2013. Rupert has over 15 years of experience working in the financial services industry and graduated with honours from the University of Leeds having read Ancient History and Classical Literature.
Matthew Bowley
Vice President of ETF Sales
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Matt joined First Trust in 2020 and is Vice President of ETF Sales covering the UK, Sweden and Denmark ETF distribution functions. Prior to First Trust he was a full-time professional athlete in the Great Britain Olympic Canoe sprint set up for 9 years funded by UK sport. Matt has an MSC in Accounting and Finance from the Nottingham Trent Business School.
Growth-Equity Investing as Growth Becomes Scarce
Slower growth appears to be one of the few things investors can agree on regarding the uncertain equity outlook. Join Nick Samuels, Managing Director at Jennison Associates, to learn how the PGIM Jennison Global Equity Opportunities Fund navigates cyclical setbacks by emphasising opportunities linked to secular growth trends.
Nick will explain how the Jennison team continues to identify resilient growth companies and emerging leaders even as broader conditions become less supportive. Find out how leveraging transformative trends, taking cues from underlying fundamentals and employing a robust sell discipline can keep portfolios positioned to prosper in any market environment. Don’t miss this opportunity to gain unique insight on current growth-equity conditions derived from Jennison’s unwavering focus on fundamentals.
Workshop Objectives:
Gain insight on the current environment for growth-equity investing and learn how a consistent focus on fundamentals can help investors navigate evolving conditions and shifting sentiment.
Company Profile:
At PGIM Investments, we think globally and execute locally. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs. We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI) — a global leader with more than $1 trillion in assets under management (AUM) and a company that individuals and businesses have trusted for over 145 years.
Source: PGIM as of 30/6/24. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
Speakers
Nicholas Samuels
Managing Director, Client Portfolio Manager, Jennison Associates
Nick Samuels is a client portfolio manager who supports Jennison’s distribution and client relationships across Europe, the Middle East, and Africa. He serves as a subject matter expert and representative of the investment team. Based in London, Nick joined the firm in 2024. Previously, he was the head of manager research at Redington. Prior to that, Nick was a senior analyst at SEI Investments. He received a BSc in economics from the University of Essex. Nick holds the Investment Management Certificate from CFA Society UK.
Representatives
Yvo van der Pol
Vice President, Head of Benelux & Nordics
Yvo van der Pol is responsible for intermediary distribution development with clients in the Benelux and Nordic region. Yvo develops and manages client relationships with banks, wealth managers, family offices, and insurance companies through which PGIM’s investment strategies are distributed. His responsibilities include working with head office and research teams to identify partnership opportunities and to deliver PGIM's asset management capabilities to prospects and clients.
Georgina den Boer
Director, Senior Account Manager, Benelux & Nordics
As senior account manager for PGIM, Georgina is responsible for strategic sales assistance and relationship management with Benelux and Nordic based financial intermediaries. Prior to joining PGIM in 2016, Georgina held two positions at BlackRock, Inc. as a retail sales assistant and relationship manager, and as an institutional account management service associate. Preceding BlackRock, she worked at Goldman Sachs International as a client valuations and collateral management analyst, covering fixed income and over-the-counter derivatives products. She began her career at Schroders Investment Management as a junior fund accountant. Georgina received a bachelor of social science degree in industrial psychology and anthropology, as well as a post-graduate diploma in enterprise management from Rhodes University. She also holds the CFA UK Level 4 Certificate in Investment Management.
Opportunities in value: Boston Partners’ time-tested approach to global investing
Global equities offer investors access to the dynamic growth of the world economy and the transformative power of innovation across sectors. But in a market flooded with choices, identifying true value requires discipline, insight, and experience.
Join John Forelli as he presents the Boston Partners Global Premium Equity strategy—an actively managed approach rooted in value investing. Learn how Boston Partners uncovers attractively valued companies with strong fundamentals, sustainable earnings power at compelling valuations.
This workshop will explore the firm’s three-circle investment philosophy; valuation, fundamentals, and business momentum and how it drives consistent performance across global markets.
Workshop Objectives:
Gain insights on Robeco’s and Boston Partners’ disciplined value investing philosophy, exploring how rigorous fundamental analysis and a contrarian approach can uncover undervalued opportunities across global equity markets.
Company Profile:
Robeco is an international pure play asset manager offering an extensive range of active investments and active ETF’s.
Key focus areas are quant investing, fundamental equities, credits, thematics and sustainability.
Robeco and Boston Partners are affiliated investment firms under the ORIX Corporation umbrella, each offering distinct strategies.
Speakers
John Forelli
Head of Portfolio Research
Mr. Forelli is Head of Portfolio Research for Boston Partners. Mr. Forelli and his team work closely with the portfolio management teams, analyzing portfolios and communicating details of the current positioning, performance, and outlook for the full suite of Boston Partners strategies to both clients and prospects. Prior to this role, he was a senior portfolio analyst at the firm. He began his career in the industry in 1984.
Representatives
Stefan Laszlo
Head of Nordics Sales
Stefan Laszlo is Head of Nordics Sales at Robeco. Prior to joining Robeco in 2012, he was responsible for Franklin Templeton’s sales efforts to intermediary and institutional clients in the Netherlands and worked for several firms as an equity trader including Citigroup Global Markets in London. He joined the industry in 1999. Stefan holds a Bachelor’s in Business Administration from Rotterdam’s Hogeschool voor Economische Studies (HES).
William Pawson
Carolina Klüft
The Champion's Edge: What Investors Can Learn from Elite Athletes
What do elite athletes and successful investors have in common? More than you might think…both fields demand resilience, focus, discipline, and a long-term mindset. Whether you're on the track or in the markets, success comes from staying the course, managing pressure, learning from setbacks, and trusting that persistence pays off.
So, investors can draw powerful lessons from elite athletes in areas such as avoiding burnout, achieving sustained high performance, managing stress and emotions, building resilience, etc. Like top athletes, successful investors embrace continuous learning, understand the value of both individual discipline and teamwork, and recognize the importance of mental agility. By adopting the strategies used by high-performing athletes, investors can improve decision-making, maintain a healthy work-life balance, and achieve more consistent, long-term success.
