Date:
12 June 2025 10:00 to 17:00
Venue:
Restaurant Address, Tuborg Havnepark, 15 2900 Hellerup, Copenhagen
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Chairperson:
Charlotte Strunk Hansen, Board Member, Aarhus University Research Foundation & Member of the EPFIF Nordic Forum Advisory Committee
Details:
Special Morning Session: 10.30 to 11.30 (CEST) (followed by drinks/lunch)
Asset Allocation Strategy and Investing in a Changing World – Pavol Povala, Managing Director, Allocation Strategy.
Main Seminar Timing: 13.00 – 15.30 (CEST)
Investment Implications of the EU’s Increased Focus on Growth & Investing in Defence
With geopolitics in 2025 shifting the focus of the EU towards growth and investing in key strategic areas like defence, we considered what this really means for your investments, markets and strategic asset allocation.
- Should you be concerned by the even higher projected national debt levels?
- How will this increased divergence with the US impact investment markets?
- Does investing in defence make sense and is it practically achievable for institutional