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Gabler’s Investor Seminar 2019

September 24th | Hotel Continental, Oslo

24th of September 2019 | Hotel Continental | Oslo


The great fall of Nations and Rates
The future rise of Nationalism and Profits

Consumption of technology is changing rapidly. Digitization is growing exponentially creating huge disruptions for unions, countries, businesses and individuals. Major environmental and ethical dilemmas as well as changes in societies and businesses follow.

Nevertheless, this represent opportunities
for investors who know what they own.

Program


Dr Thore Johnsen

Professor Emeritius, NHH

Moderator


Paul Tucker

Partner, Egerton

The new normal for rates seems to be lower for longer, while technology disrupts sector after sector. What impact does this have on Egerton’s stock picking going forward?


David Riley

Chief Investment Strategist, BlueBay Asset Management

Risks and opportunities for investors in a world of slower growth, trade wars and QE-infinity.


Dr Henrik Syse

Research Professor, Peace Research Institute Oslo

Syse works on the ethics of war and will discuss the historical role of nuclear weapons and the arguments for and against excluding such weapons (and other weapons systems) from investments portfolios.


Dr Tom Reader and Dr Alex Gillespie

Associate Professors, LSE

The professors will address the importance of understanding corporate culture when figuring out where to invest. Will their findings take us from active investment management’s golden triangle of Meeting management, Cash Flow projections and Valuation to the four Cs (Culture, Customers and Corporate Communications)?


Nicolai Tangen and Torkell Eide

CIO, AKO Capital / PM, AKO Global-strategies

How to find European companies with cultures that thrive and profits that rise within a union that may fall.

See slides from the presentation here.


Elsa Goldberg 

IPM, Templeton Global Macro

A dark decade ahead? Consequences for investors.


Alex Baring and Jonathan Amouyal

Partners, The Children’s Investment Fund

Is there a contradiction between the asset management industry’s hunger for exclusions and the need for real impact to fight climate change? Or do exclusions and measurable impact go hand in hand?


Slides from the presentation of Torkell Eide and Nicolai Tangen together with Dr. Tom Reader and Dr. Alex Gillespie from the London School of Economics (LSE) can be found here.

Read more about the following:
InvesteringKundearrangementPensjon