24
Sep
Panel: Building a resilient and diverse portfolio
The Nordics, as well as the wider European economies, are set for further uncertainty in 2024 with elections, on-going conflict, and energy security concerns afoot. Amidst this landscape, dealmakers must build resilient and diverse portfolios that can face and resist headwinds to generate alpha. This session will explore diversification strategies across sectors and asset classes, techniques for identifying and mitigating portfolio risks, and the importance of thorough, risk-savvy investment decision-making. Speakers will discuss:
- What are some effective diversification strategies for building resilient portfolios across various sectors and asset classes? How do funds adapt their strategies within their LP-defined mandates?
- How do investors view risk and what are the different types of risk that exist for GPs? How can investors identify and mitigate portfolio risks in the current economic climate?
- What role do alternative investments play in generating alpha, and how can they be effectively incorporated into a portfolio?
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SpeakersBjarne Kveim Lie Co-Founder & Managing Partner VERDANE
Björn Larsson Partner AXCEL
Juhana Kallio Managing Partner INTERA PARTNERS
Johan Pernvi Partner POLARIS
Ian Poppelman Partner NORVESTOR
Kartick Maheshwari Partner KHAITAN & CO.
Gustav Sandstrom Senior News Editor EMEA, Public Markets MERGERMARKET
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Bjarne serves as Verdane’s Managing Partner and Chief Investment Officer. In 2003, he launched what later became Verdane, by leading a spin-out from Verdane’s predecessor firm Four Seasons Venture.
At Verdane, he has been instrumental in building companies such as Banqsoft, Chipcon, Easypark, Kappa Bioscience, Polytech, Resman, and Wireless Maingate.
Bjarne had joined Four Seasons Venture’s Oslo office in 2001 from PaperX, a venture-backed B2B marketplace backed by among others Apax and Insight Partners, of which he was co-founder and COO. Bjarne also has scale-up experience from the oil & gas sector with Fountain Oil. He was formerly a consultant at McKinsey & Company in London and a research associate at the European University Institute in Florence. In addition to his role at the helm of Verdane, Bjarne is a Board member of the Norwegian Venture Capital Association and serves on the European Council of The Nature Conservancy.
Education: Bjarne holds an MBA with high distinction as a Baker Scholar from Harvard Business School (USA) and an MA in European Integration from the University of Oslo (Norway)/European University Institute Florence (Italy).
Björn Larsson joined Axcel in 2019 as a Partner working from the Stockholm office and a member of the Investment Committee.
Björn Larsson has a broad background within investments and management in the private equity industry, most recently as CFO of AniCura, a veterinary business, which was named Nordic private equity “deal of the year” when it was sold in 2018. Björn previously worked with the international private equity firm The Riverside Company and KPMG Transaction Services.
Educational background
Björn Larsson holds an MSc in Economics from the Stockholm School of Economics in Sweden, including studies at the National University of Singapore. Björn is also a CFA charterholder.
Axcel companies
AddPro, VetGruppen
Sector focus
Industrials, IT & Technology
I believe firmly in sustainable growth and internationalization as a value creation strategy. At my role at Intera I have the chance to support our portfolio companies in their growth and internationalization ambitions. At Intera I have worked mainly with service and consumer sector companies (incl. Rantalainen, Rototec, HopLop, Kamux, Silmäasema) in their development and exits
I joined Intera Partners in 2015 and have been Managing Partner from 2022. Before Intera I was 12 years in investment banking at Danske Bank and Nordea Bank in Helsinki and at Goldman Sachs International in London. In my role as a banker I advised large corporates, financial sponsors and entrepreneurs in dozens of M&A and equity capital market transactions.
Juhana is also Chair Person of the Board of the Finnish Venture Capital Association (FVCA).
Johan Pernvi joined Polaris in December 2019. He was previously employed as Investment Professional with Triton Partners (2015-2019), as Director with H.I.G. Capital (2013-2015), as Senior Investment Manager with Ratos (2006-2013) and as Senior Associate Consultant with Bain & Co. (2003-2006). Furthermore, he has been Non Executive Director for various companies including Logstor, SKF Motion Technologies (now Ewellix), Ovako Group, Diab, Mobile Climate Control and Jøtul AS.
M.Sc., Stockholm School of Economics
Portfolio companies:
- Akademikliniken
- Distriktstandvården
- Micropower Group
Ian joined Norvestor in 2016 as Senior Associate, progressing to Partner in 2024. He has previous investment banking experience from SEB Corporate Finance in Stockholm and Credit Suisse in London.
Ian is based in our Stockholm office.
Experience
- Chairman of the board: Colmec
- Board member: First Camp, BST, Tyro Group, Rantalainen
- SEB Corporate Finance
- Credit Suisse
Education
- BSc Business and Economics, Stockholm School of Economics
Kartick Maheshwari represents private equity firms, sovereign wealth funds and corporate strategic investors in a range of transactions in the healthcare, real estate, financial services, e-commerce and consumer sectors. This has included transactions involving complex restructurings and workouts in India.
He has been highly involved in several recent advisory mandates relating to Indian distressed assets and in particular has been advising several hedge funds and UHNI families on the new Indian insolvency regulations, acquisition of distressed loan portfolios and general enforcement related strategy.
Kartick also actively engages with Indian regulators on policy matters – not just when it comes to pushing a client agenda, but also when it comes to simplicity and efficiency in rule making.
Prior to joining Khaitan & Co as a partner in 2014, Kartick was part of the corporate practice at a large international firm.