| The Case for Private Credit in a Shifting Rate Environment | As banks retrench, institutional investors fill the lending gap. Private credit is maturing into a core asset class. How sustainable are current return levels? What governance and transparency standards will define the next phase? | |||
| Best Practice Case: Long-Term Value and Cost Discipline | How to combine a long-term investment horizon with prudent risk management to deliver stable returns. How to balance security and growth in a volatile market environment. What practical steps can institutional investors take to achieve both low costs and high resilience? | |||
| Best Practice Case: Risk, Governance and Recovery | Practical lessons on strengthening governance, rebuilding trust, and driving sustainable, long-term value for members and society. What does it take to lead change in a complex environment? How can transparency and innovation lay the foundation for a more resilient and responsible pension sector? | |||
| Coffee & Networking | ||||
| Expanding and diversifying the risk-return profile within private credit | Discussing alternative strategies focusing on Emerging Markets performing private credit as a diversification tool from LPs. The EM private credit is a relatively new asset class with little current competition where investors can achieve substantially higher returns when compared with DM direct lending strategies while focusing on lower leverage corporates. | |||
| Institutional Case & Insights | ||||
| Integrating AI as a Strategic Asset | AI is transforming operations, analysis, and asset allocation. The opportunity is as much internal as external. How can a pension fund systematize innovation? What governance structures ensure responsible use of AI? | |||
| Panel discussion: Capturing AI Value – From Infrastructure to Application | 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? |   | Elvira Kuramshina, Associate Director, Quantitative Research, WisdomTree Fredrik Ehn, CIO, SPP | |
| Digital Transformation and Customer Focus: The Journey Towards the Next Generation of Pension Solutions | Investments in digital platforms, automation, and customer-centric innovation to meet the evolving needs of pension savers. How can a traditional life company combine robust risk management with agile product development and ESG integration? What are the key success factors for building trust and engagement in the digital era? | |||
| The Moderator´s Opening Remarks | ||||
| From Regulation to Alpha: Turning ESG Data into Investment Edge | The CSRD and SFDR create data overload but also insight opportunities. How can sustainability data drive excess return? What will distinguish compliance from competitive advantage? | |||
| Vision & Strategy – What’s Next for Institutional Capital? | ||||
| Sustainability, Data & Regulation | ||||
| Technology & Transformation | ||||
| Policy & The Future of the Swedish pension system | ||||
| The New Geopolitical & Macroeconomic Reality | ||||
| Global Perspectives: Navigating Institutional Portfolios Through Market Cycles and Disruption – The JP Morgan Approach | How can institutional investors position portfolios for resilience and growth in an era of persistent macro volatility, regulatory change, and technological transformation? JP Morgan shares insights on strategic asset allocation, risk management, and innovation across public and private markets. What lessons can be drawn from global best practice, and how can Nordic institutions leverage scale, data and partnerships to future-proof long-term returns? | |||
| Panel discussion: Investing in Innovation and Unlisted Growth: Balancing Risk and Return | On the frontier between private and public, long-term capital meets national ambition. How can investors support industrial policy without compromising return discipline? What defines success in unlisted growth? | |||
| Panel discussion: Measuring the Unmeasurable: ESG, Data and Decision-Making | Investors face complexity, not clarity, in sustainability reporting. How do leading institutions turn regulation into strategy? What are the limits of ESG data reliability? |  | Johan Florén, Head of ESG and Communication, AP7 | |
| Panel discussion: The Future of Sweden’s Pension Capital and Fund Industry: Balancing Politics, Competition and Mandate | Public capital carries political expectations and fiduciary constraints in equal measure. How much should policy shape long-term investment? What reforms are on the horizon for the AP system and what ambitions exist for Sweden as a competitive fund market? | |||
| From AI to Quantum Computing and back – and how to Power it | Innovation is exponential, but valuation discipline must catch up. Thematic investing requires patience and precision. How can institutional investors separate durable value from hype? Which parts of the AI value chain are truly investable? | | Elvira Kuramshina, Associate Director, Quantitative Research, WisdomTree | |
| Panel discussion: Strategic Asset Allocation in an Era of Divergence | The return of inflation and policy fragmentation forces asset owners to revisit fundamentals. How can long-term mandates stay coherent amid political volatility? Is diversification across regimes still possible? |   | Pål Bergström, CEO, AP7 Jan Erik Saugestad, CEO, Storebrand Asset Management | |
| Panel discussion: The Next Decade of Institutional Investing: Scale, Accountability and Purpose | The institutional investors face consolidation, competition, and a new public mandate. What structure best delivers long-term value? How can investors remain independent while serving national priorities? |  | Jonas Thulin, CIO, AP3 | |
| Navigating Uncertainty: AP3’s Approach to Strategic Flexibility and Long-Term Value | In an era of shifting macro regimes and policy divergence, AP3 is rethinking the balance between stability and adaptability in its portfolio strategy. How can a leading buffer fund maintain long-term focus while staying agile in the face of inflation, market volatility, and geopolitical risk? What practical tools and decision frameworks help AP3 turn uncertainty into opportunity? |  | Staffan Hansén, CEO, AP3 | |
| Future-Proofing Pension Portfolios: SPP’s Approach to Sustainable and Adaptive Investing (preliminary topic) | SPP combines robust ESG integration with agile asset allocation to navigate shifting market and regulatory landscapes. Digital innovation and cost efficiency are key to delivering long-term value for pension savers. How does SPP balance sustainability ambitions with return targets in a volatile environment? What practical steps can pension funds take to stay resilient and relevant in the next decade? | | Fredrik Ehn, CIO, SPP | |
| Total Defence and Portfolio Strategy – How Geopolitical Risks Are Reshaping Institutional Investmentpreliminary topic) | The evolving geopolitical landscape demands greater resilience and preparedness - not only from states, but also from institutional investors. Insights on how a total defence mindset is influencing asset management, risk frameworks, and portfolio allocation. How can investors identify and manage new types of risks related to security, supply chains, and critical infrastructure? What strategies are needed to combine long-term returns with increased robustness in an uncertain world? | | Jan Erik Saugestad, CEO, Storebrand Asset Management | |
| Steering Through a Fragmented World | Inflation is proving sticky, and geopolitics is reshaping trade. We are now facing a multi-dimensional balancing act. How can policy sustain stability amid global divergence? What structural forces will shape the economy over the next decade, globally and in the Nordics? | |||
| Moderator’s Closing Remarks & Networking Reception | ||||
| End of Conference |