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Programme

Wednesday 10 January 2024. All times in CET.

09:00 Welcome & Opening remarks
Siri Lill Mannes, Moderator
Timothy Warrington, Chairman of the Board of SKAGEN

09:15 Global market impact: The fight for the world’s most critical technology
Chris Miller, Author and Professor of International History at Tufts University

10:15 Coffee break

10:35 China from within: Myths and realities in a new era
Keyu Jin, Author and Professor at The London School of Economics

11:20 Mind the gap: The value case for global small and mid caps
Jonas Edholm, Lead Portfolio Manager of SKAGEN Focus

11:50 Lunch break

13:00 Flawed alpha: How inaccurate and outdated theory has misled us
James Anderson, Managing Partner at Lingotto LLP

13:40 The new normal: Common sense, ESG and finding alpha
Stuart Kirk, Financial Times Columnist and Investment Commentator

14:15 Coffee break

14:35 Navigating the new political economy: Risk and reward in a changing world order
Rana Foroohar, Author and Global Economic Analyst

15:15 How to make money in a new investment landscape
Russell Napier, Financial Market Strategist

16:00 END

 

 

 

 

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