About the event

The Nordic Fund Selection Forum is one of the longest running events dedicated to fund selectors and institutional investors in the Nordic region and we are very excited that we this year will be hosting our first event in Copenhagen!

The event offers ample opportunities for delegates to meet and exchange ideas with selector peers. The event is also an effective platform to gain insight from leading fund managers across a range of asset classes. The event is strictly for invited fund selectors and institutional investors. If you would like to register please send an email to Niklas Tell, niklas.tell@tellmediagroup.se or Jennie Nyström, jennie.nystrom@tellmediagroup.se. 

We hope to meet you in Copenhagen!

PROGRAM

08.30-09.00 Registration: Coffee & networking in exhibition area 

09.00-09.05 Introduction: Niklas Tell, Chief Content Officer, Tell Media Group 

09.10-09.40 Keynote speaker: Using machine learning for fund manager selection. Prof. Dr. Florian Weigert, Professor of Financial Risk Management at the University of Neuchâtel

09.40-10.00 Panel discussion: Innovation and new frontiers in manager selection. Participants: 

- Prof. Dr. Florian Weigert, Professor of Financial Risk Management at the University of Neuchâtel

- Rasmus Bartholdy, Senior Portfolio Manager at AP Pension

- Jakob Møller Hommel, Head of Selection at Secure Spectrum Fondsmæglerselskab A/S

10.00-10.20 Climate change – alternative ways of living, alternative ways of investing. Ronny Gwerder, CFA, Portfolio Adviser at Wellington Management

10.25-10.45 Real asset opportunities in liquid markets. Darin Turner, Managing Director Co-Chief Investment Officer, Listed Real Assets at Invesco Asset Management

10.45-11.15 Networking & coffee in exhibition area 

11.20-11.40 The value of active ownership and engagement. Kilian Niemarkt, Client Portfolio Manager, Global Equities at RBC BlueBay Asset Management

11.45-12.05 Emerging Market Corporates: Dispelling myths and correcting misconceptions. Robert Nelson, CFA, Senior Vice President, Portfolio Manager, Research Analyst at Franklin Templeton

12.10-13.30 Lunch and end of conference


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Speakers

Niklas Tell
Chief Content Officer at Tell Media Group

Niklas Tell is a founding partner and chief content officer at Tell Media Group, a Swedish based research and publishing company focused on the asset management industry. He is the driving force behind the company’s research, editorial and advisory efforts. Niklas Tell has covered and commented on the Nordic and inter national fund industry since 1998. Prior to establishing Tell Media Group and launching the first local b2b magazine for the Nordic asset management industry in 2006, he helped establish Morningstar in Europe and was its first european director of fund analysis. Niklas Tell has a degree in economics and business administration from the Stockholm School of Economics and is a member of the Swedish Society of Financial Analysts. He is a frequent speaker at industry conferences and he is often invited to address senior management teams on different topics and trends affecting the asset management industry.

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Prof. Dr. Florian Weigert
Professor of Financial Risk Management at the University of Neuchâtel

Florian Weigert is Professor of Financial Risk Management at the University of Neuchâtel. His research focuses on empirical asset pricing, hedge funds, mutual funds, behavioral finance, and risk management. His research projects investigate, among others, the determinants of the cross-section of stock returns, performance measurement for hedge- and mutual funds, and the impact of investors’ behavioral biases. His work has been presented at leading academic conferences (such as the AFA, EFA, and FIRS meetings) and published in top finance journals (such as the Journal of Financial Economics, the Review of Finance, and the Journal of Financial & Quantitative Analysis). Florian obtained his Ph.D. in Finance with Summa Cum Laude from the University of Mannheim. Before joining the faculty of Neuchâtel, he was an Assistant Professor at the University of St. Gallen. He was a Visiting Scholar at New York University, Georgetown University, the University of Texas at Austin, and Georgia State University.

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Rasmus Bartholdy
Senior Portfolio Manager at AP Pension

  • Economist, University of Copenhagen
  • Financial Analyst, Danske Bank
  • Financial Analyst, TDC A/S (Group Treasury)
  • Senior Portfolio Manager, PFA Asset Management
  • Senior Portfolio Manager, AP Pension

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Jakob Møller Hommel
Head of Selection at Secure Spectrum Fondsmæglerselskab A/S

Jakob Møller Hommel is Head of Selection at Secure Spectrum Fondsmæglerselskab A/S. He is responsible for the selection and monitoring of Danish and international asset managers. Jakob joined Secure Spectrum in early 2012 (before Spektrum) as an Investment Consultant, having previously been an equities analyst at Nordea Markets in Copenhagen. Previous experience also includes working as a Financial Analyst at Dansk Aktie Analyse. Jakob holds a M.Sc. in Finance and Accounting and a B.Sc. in Economics and Business Administration from Copenhagen Business School.

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Ronny Gwerder
CFA, Portfolio Adviser at Wellington Management

As a portfolio advisor with Wellington Management, Ronny works closely with portfolio managers as well as the firm’s macroanalysts to articulate our investment views to clients and prospects. Within the portfolio advisor group, he covers a variety of strategies and asset classes, spanning equities and alternative investments. He represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global investing concepts.

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Darin Turner
Managing Director Co-Chief Investment Officer, Listed Real Assets at Invesco Asset Management

Darin Turner is a Managing Director and Co-Chief Investment Officer for Invesco’s Listed Real Assets team. In this role, his current duties include fundamental and securities research on real asset securities. Mr. Turner joined Invesco in 2005 as an acquisitions analyst and later served as an associate portfolio manager for Invesco Real Estate’s US Value Added Strategies, focusing primarily on structured investments. Prior to joining the firm, he was a financial analyst in the corporate finance group of ORIX Capital Markets, where he was responsible for the daily evaluation of a fixed income portfolio, including CMBS, CDO’s, and credit-linked notes. Additionally, he was responsible for executing a high yield repurchase facility and a leveraged loan swap agreement and implementing specific portfolio fixed income hedging strategies. Mr. Turner has been in the investment industry since 2003. Mr. Turner earned a BBA degree in finance from Baylor University, an MS in real estate from the University of Texas at Arlington, and an MBA specializing in investments from Southern Methodist University.

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Kilian Niemarkt
Client Portfolio Manager, Global Equities at RBC BlueBay Asset Management

Kilian is a client portfolio manager on the Global Equities team at RBC GAM in London. Prior to joining RBC in 2021, he was a manager inthe Investment Analysis unit at a leading U.S. investment firm covering Japanese and Emerging Market equities. Kilian started his career inthe investment industry in 2016 as an analyst at a London-based investment management company, where he was responsible for a globallong/short equity portfolio and was also a member of the investment committee.

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Robert Nelson
CFA, Senior Vice President, Portfolio Manager, Research Analyst at Franklin Templeton

Robert Nelson is a senior vice president, portfolio manager and research analyst for Franklin Templeton Fixed Income - Emerging Markets Debt (EMD) team in London, United Kingdom. Mr. Nelson co-manages the Franklin Emerging Market Corporate Debt Fund and has research responsibilities covering Emerging Market bank and sovereign issuers. Mr. Nelson has over 19 years of experience in the asset management industry. Prior to his current role, Mr. Nelson was an investment manager for Mitsubishi UFJ Asset Management (UK) Ltd. He joined Franklin Templeton in 2007 as a research analyst in the Corporate Credit Research team, spending three years to 2018 on assignment in Singapore. Mr. Nelson holds a bachelor of arts in history from Bristol University. He is a Chartered Financial Analyst (CFA) charterholder.

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