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Programme Thursday 9 January 2025

Better Investment Decisions

All times in CET.  


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


09:15 From bias to balance: Rewiring our approach to investment decisions
Alex Edmans, Professor of Finance, London Business School 

10:00 Focus on financial inevitabilities not noise
Jennifer Wallace, Founding Partner & CIO, Summit Street Capital 

10:45 Coffee break 
 
11:05 Navigating the macroeconomic landscape: A former central banker’s view of the U.S. and global economy
Loretta J. Mester, Former President & CEO, Cleveland Fed

12:00 Lunch break
 
13:00 Making sense of the latest Chinese stimulus and its potential impact on global markets
Louis-Vincent Gave, Founding Partner & CEO, Gavekal 

13:40 Investor behaviour pitfalls: The case for common sense-investing
Stein Svalestad, CEO and Portfolio Manager, SKAGEN 

14:00 Snack break
 
14:15 The Swiss Army Knife of decision-making tools 
Dan Gardner, Author and risk expert 

15:00 Virtual fireside chat and Q&A with value investor David Einhor
David Einhorn, Co-Founder & President, Greenlight Capital

15:45 Closing remarks
Tim Warrington, Chairman of SKAGEN

16:00 END

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.

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