Setting the agenda for private equity in the Nordics

The Grand
Stockholm
22 November, 2018
#UNnordic18
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  • 08:30

    Registration

  • 09:00

    Chair's welcoming remarks

  • 09:10

    Keynote Presentation: Digital transformation

    Digital transformation is one of the most consistent corporate themes leading companies to stay on top of their industry. The Cloud and Internet of Things are the top two technologies companies are planning to invest in over the next five years. However, according to a recent survey, the majority of companies do not see themselves as leaders in digital. For businesses, staying relevant has never been harder. This presentation will address:

    • How companies can keep up with the dizzying pace of digital change 
    • How to address cross-department challenges in digital transformation 
    • Buzz-worthy tech vs. transformational change: technologies that will reshape commerce
  • 09:30

    Panel: The Nordics - an easy place to do business?

    Strong regulatory environments, excellent infrastructure, strong judiciary and low levels of corruption are the corner stones of the Nordic’s good business environment. But relatively high taxes, skills shortages, increasing wages and rigidity to hiring and firing could affect investor sentiment. This panel will discuss:

    • Does the transparency required in the Nordics in business transactions put foreign investors off?
    • How will businesses respond to the dwindling labour force as an increasing number of people go into retirement? 
    • How can City insights help to shape business strategy?
  • 10:05

    Presentation: Current state of the Nordic private equity industry

  • 10:35

    Panel: Advancements in ESG investigating

    In a recent study, 53% of fund managers globally have adopted an ESG policy or have one pending. Nordic funds have traditionally had a sustainable orientated ethical approach to investment, but what are the challenges faced by funds looking to invest in emerging markets and how can this be managed in a sustainable way? This panel will discuss:

    • Best practices for ESG policies and PRI in private equity 
    • Risk profiles vs. returns; how to ensure sustainable investments in emerging markets 
    • Are ESG policies impactful enough and, realistically, what more can be done?
    • What specific social and environmental impacts do allocators look for?
  • 11:10

    Networking coffee

  • 11:30

    Panel: Fundraising landscape and strategies

    This panel will explore how dealmakers are sourcing and allocating funds looking at expected returns, risk profiles, sector merits and how the Nordics sit in a broader European global context. Strong investor sentiment towards the region has buoyed the number of funds raised, however the region has seen decreasing total capital raised over the past few years. This panel will discuss:

    • How are niche, Nordic players getting ahead?
    • How can GPs create a strategy in an overcrowded market targeting a limited pool of LPs?
    • Where should funds domicile?
  • 12:05

    Panel: Climate change

    Swedish companies are at the vanguard of clean energy development which is being achieved through financial assistance from investment companies. In 2017, Infranode announced that it will invest SEK100 million in Eneo’s solar and geothermal heat pumps that produce energy. However, government decisions to increase tax on nuclear energy development have slowed expansion in this sector. This panel will discuss:

    • Investment opportunities to drive clean energy development; risks and challenges
    • Renewable assets; how much progress has been made in a bid to elevate oil reliance?
    • How are the Nordics working with countries outside of the region to encourage climate-friendly development?
  • 12:40

    Networking Lunch

  • 13:40

    Case study: Mehilainen Oy

    In May 2018, CVC acquired Finland-based healthcare and social services provider, from Triton and KKR. Mehilainen has successfully acquired and integrated more than 50 providers resulting in an extensive national service network with over 360 units and 14,000 professionals in health and social care. This case study will explore the drivers of the acquisition in more depth and the benefits and challenges of a private company providing national health and social care services

  • 14:10

    Presentation: Changing demographics and economic impacts

    Support for far-right parties is on the rise in the Nordics with growing backing for anti-immigration policies. There are also differences between Nordic countries with respect to the dominant countries of origin and the size of inflows. 

    • What are the main drivers for ‘Scandimania’?
    • How will the region deal with the challenges and opportunities of increased immigration and ethnic diversity?
    • How are attitudes changing towards labour immigration? 
  • 14:40

    Panel: Exit opportunities

    Valuations are historically high in the Nordics, bolstered by strong public markets, disruptive technology and record levels of dry powder. Inter-Nordic activity is high, but regulation and uncertain political climates in the US, UK and China may affect exit opportunities. 

    • Exits in terms of the wider economy; liquidity into the larger economic ecosystem
    • A closer look at Spotify’s IPO and valuations of tech start-ups – is the bubble about to burst?
    • What are the environmental factors that make Stockholm the so-called ‘unicorn factory’?
  • 15:15

    Panel: Emerging asset classes

    More than 40% of Nordic investors expect to increase their allocation to emerging market debt in the future. Emerging debt still represents a small part of investors’ portfolios, but the largest allocation to emerging market debt is found among Danish and Finnish investors. 

    • Which emerging assets are investors looking towards?
    • How can risk be managed to optimise gain?
    • What are the challenges and opportunities investors face in emerging asset classes?
  • 15:50

    Chair's closing remarks and networking drinks

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