Agenda

Adapting private equity strategies amid geopolitical shifts and the green transition

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Registration and networking coffee
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Welcome remarks

Nicholas Heath, Editor, Real Deals

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Keynote session: Deglobalisation: how geopolitics is impacting supply chains

Anders Borg, Economist and Senior Advisor, Nordic Capital

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Opening panel: Discover the evolving landscape in the Nordics
  • Discussion on the status of the market: interest rates, valuations and liquidity
  • Implications of the US elections for private equity in the Nordics
  • Has activity bounced back this year? And how will 2025 shape up?

Speakers
Henrik Aspén, Partner, Verdane
Björn Larsson
, Partner, Axcel
Costin Mihailescu
, Managing Partner, Baker McKenzie

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Panel: Fundraising in a challenging environment
  • Evolution in the fundraising environment from the previous year – what are the notable differences?
  • What are the challenges with LP returns?
  • How is the liquidity crunch affecting investment strategies and shaping exit planning?
  • Exploration of continuation funds trends, including shifts from weak asset sales to structuring opportunities for trophy assets

Speakers
Daniel Rygg, Managing Partner, Turnstone
Arash Raisse
, Partner, Alder
Rune Munk
, Partner, Coller Capital

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Lunch break
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Fireside chat: Banking on change – a new path to success?
  • Change in local bank financing – what now?
  • Have Nordic banks become more receptive to financing opportunities, offering favourable terms and pricing? Why?
  • Exploring the role of banks in facilitating financing for private equity ventures in the Nordics

Speakers
Mats Rooth, Partner, Baker McKenzie

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Panel: Understanding LP considerations in Nordic investments
  • How LPs appraise factors like regulations and market conditions before investing
  • Analysing the risk environment for LPs considering investment in the Nordics
  • Contrasting the investment climate between the Nordics and the US
  • How do international LPs view the Nordics?

Speakers
Christian Børsting Jensen, Investment Director, Argentum
Alan Gauld
, Senior Investment Director, Patria Investment
Mirja Lehmler-Brown, Partner, Hayfin
Mitesh Pabari, Principal, Fund Investment & Managed Solutions, Hamilton Lane

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Panel: How private equity firms deploy AI for operations and investments
  • Exploration of how private equity firms are leveraging
  • AI technologies in their operations and investment strategies AI to boost productivity among GPs, and enhance communication and marketing efforts
  • Recognising AI as an integral component of discussions on value creation – how?
  • Assessing risks and opportunities with a particular focus on cybersecurity concerns in the digital age

Speakers

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Networking break
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Keynote: Green transition

Reynir Indahl, Founder and Managing Partner, Summa Equity

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Panel: Powering the future: impact of the green transition
  • Energy solutions and innovations: how to decarbonise and improve energy efficiency
  • Green transition and sustainability initiatives – what are the implications for private equity investments?
  • Increased LP Interest in green technologies – what is the potential for financial returns?
  • Implementing Article 9 regulations: how GPs and LPs actively seek effective KPIs and positive handprint strategies

Speakers
Malin Carlström, General Partner, Climentum Capital
Jonathan Lund Kirkhoff, Managing Director and General Counsel, Altor
Christina Levin-Rylander, Chief Operating Officer, Verdane
Emelie Norling, Impact Director, Summa Equity

Closing remarks