The AI revolution spans chips, data, and productivity. Institutions must decide where they add value along the chain. Should investors back enablers or adopters? How to manage overvaluation risk in frontier technologies? What are the long-term risks associated with high valuations in tech, and how should institutional investors approach exposure and risk management in this environment?
Fredrik Ehn, CIO, SPP
Caroline Karlander, Executive Director, Investment Specialist, J.P. Morgan Asset Management
Elvira Kuramshina, Associate Director, Quantitative Research, WisdomTree
Cecilia Kellner, CIO, Länsförsäkringar Liv
Caroline Karlander, Executive Director, Investment Specialist, J.P. Morgan Asset Management
Elvira Kuramshina, Associate Director, Quantitative Research, WisdomTree
Cecilia Kellner, CIO, Länsförsäkringar Liv
Thursday, March 19, 2026, 1:45 PM - 2:05 PM