The Allocator's Corner Podcast explores trends in the Nordic asset management industry through interviews with high-profiled asset allocators, fund managers and industry trend spotters. The show is hosted by Jonathan Furelid.
Johanna Strömsten - Alecta
Johanna Strömsten is PM International Real Assets at Alecta and is responsible for real estate and infrastructure investments, which is a growing part of the Alecta portfolio that today has an AuM of 970 billion Swedish Krona.
Helen Idenstedt - AP1
In the third episode of Allocator's Corner, I had the opportunity to sit down with Helen Idenstedt who is portfolio manager alternative investments at the first Swedish national pension fund - AP1. The role of the portfolio that Helen runs is to serve as a diversified source of alpha within the broader AP1 mandate – a mandate that currently has around 350 billion SEK in AuM.
Jonas Thulin - Erik Penser Bank
In this episode I had the opportunity to talk to Jonas Thulin, the head of asset management at Erik Penser Bank. Jonas is an economist by training and joined Penser in 2017.
At Erik Penser, Jonas is responsible for the management of the bank’s discretionary mandates which consists of a number of tailor made portfolios.
Anders Bladh - Intervalor
In this first episode of Allocator’s Corner, fund marketing guru Anders Bladh came to visit the show. Anders founded his company Intervalor in 1992 with the vision to help international fund companies building their presence in the Nordics. Over the years, Intervalor has promoted a number of large and smaller niche fund managers and successfully supported their asset raising activities in the region.