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Programme 12 January 2021
08.30–08.35 Introduction, Siri Lill Mannes, moderator
08.35–08.45 Welcome, Tim Warrington, CEO SKAGEN
08.45–09.30 Risks in the financial system, perspectives on the US economy, Michael Lewis, author and journalist*
09.30–09.45 BREAK
09.45–10.30 Investor panel: Monica Hsiao, founder and CIO, Triada Capital, and Fredrik Bjelland, portfolio manager SKAGEN Kon-Tiki
10.30–11.00 Governance and sustainability in Emerging Markets, Mark Mobius, Founding partner Mobius Capital Partners
11.00–11.15 BREAK
11.15–11.45 Post Covid economy - rebound or recovery? Catherine L Mann, global chief economist at Citi
11.45–12.15 Outlook on financial markets, Torsten Slok, chief economist at Apollo
12.15–12.45 BREAK
12.45–13.15 There is no planet B – implications for investors, Mike Berners-Lee, carbon consultant and author
13.15–14.00 The Covid crisis is not a Black Swan, Nassim Taleb, risk specialist
Ca 14.00 end of conference
*Please note: The visual and/or audio content of Michael Lewis' session or any part thereof may not be recorded, broadcast, televised, published, photographed, copied or in other ways reproduced, distributed or shared in writing, by video or audio.