Institutional Investor Breakfast Stockholm 2024

Welcome to Man Group’s Institutional Investor Breakfast 2024

We are delighted to invite you to our annual Institutional Investor Breakfast at the Grand Hôtel in Stockholm.

This year we are pleased announce that Campbell R. Harvey, Professor, Investment Strategy Advisor to Man Group, will return to Stockholm. Campbell is a renowned economist, Professor of Finance at the Duke University and a Research Associate at the National Bureau of Economic Research.
Campbell will share exclusive insights from his research on regime detection and prediction when it comes to critical asset allocation decisions.

Hear our experts, Sumant Wahi and Henry Neville, explore what the lessons from the past can tell us about investing in the future of AI and what 5 market changes will be key in navigating the next decade.

We hope to get together for an interesting session and look forward to seeing you on Tuesday, 19^th November 2024.

Eleonora Henckel von Donnersmarck
Managing Director, Nordics, Man Group

Steven Desmyter
President, Man Group

 

Register

Agenda Highlights

Sumant Wahi – Investing in the Future of AI: Can We Learn Lessons from the Past?
Are you past peak AI? Is there more hype than reality? As a chip engineer turned investor, Sumant distills his 20 years of tech sector experience into key investment lessons and how to invest in major tech platform shifts. Discover how the same rigor can be applied to tracking technological innovation, profit pool analysis, and competitive landscaping, as one would to fundamental stock analysis.

Henry Neville – Navigating the Next Decade: 5 Transformative Market Changes
Markets are more fragmented, volatile, and unpredictable than ever before. Technology and geopolitics are disrupting performance and introducing new opportunities and challenges. Henry Neville, Multi-Asset Portfolio Manager, will highlight 5 profound market changes he believes will dominate markets in the next decade.

Campbell Harvey – Decoding Market Dynamics: Understanding & Predicting Regime Shifts
Professor Campbell Harvey of Duke University – one of the world’s leading academic economists and Senior Fellow at OMI Advisory - will speak about a live research project he is working on with Man Group. The move to a new inflation regime in 2021/22 drove dramatic changes in asset returns and correlations. Professor Harvey will speak about the importance of regime detection and prediction when it comes to critical asset allocation decisions.