Past events

Following our summer look at behavioural economics, we took a journey with Guy Spier, from his early days as a Gordon Gekko wannabe (irrational me) to sophisticated value investor (rational me). Guy, who has managed the same Hedge Fund for over 15 years, first sprang to prominence in 2007 by bidding over half a million dollars for lunch with Warren Buffet. As it turns out, this was a watershed in his investing lifetime and Guy will share his warts-and-all process of transforming his investing style. 

What are ten major events/risks, seemingly outrageous, yet more probable than you think, and could your investments weather their massive impact?

Saxo Bank's annual publication brings real value by sparking debate and helping you prepare your investments survive such a perfect storm, indeed any storm, by thinking the unthinkable.

Tonight was a tour de force. Dr. Burkhard Varnholt warned us right from the get-go that, as investors, we should always be on the look-out for the gorilla in the room (i.e. don't miss the wood for the trees).  He continued to speak fluently and without notes about his long-term world view.  We ranged through the local economic backdrop (think Eurozone), through USA and Asia  before diving into the megatrends that will affect all major asset classes. 

Another sizzling hot evening with stimulating, indeed provocative ideas from Steen Jakobsen, Chief Economist at Saxo Bank, the evening’s sponsor. Steen shared his views on the three stages of a crisis and micro over macro. We had a lively evening with plenty of food for thought.

A few day before Christmas we addressed how the soon-to-be promulgated CISA (KAG) / AIFMD will affect fund managers, distributors and investors. During the evening we found out what questions you should ask to best position your business in this changing environment.