12:30 — 15:30
Skandia, Kay Fiskers Plads 9, 2300 Kbh S
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Worldwide Debt – Challenge or Threat?

The financial crisis was created by a debt bubble. But how should we define debt, and how will the present increase in private and public debt impact economic growth and stability in the short and long run? How should investors position themselves, are fixed income markets pricing credit risk correctly, and could historically “cheap money” trigger ​a new credit crisis? Where does it end: quantitative easing, negative yields, or more inflation?
We have invited three experts to shed some light on these crucial questions.​​

Open Network Meeting

Please, note that this event is an open network meeting arranged by the Asset Allocation Network Committee. Therefore the network activities at the end of the day is for Asset Allocation Network Members only.


12.30  Registration and light lunch

13.00  Welcome
by the Asset Allocation Network Committee

13.05  Steen Jakobsen, Chief Economist, Saxo Bank
Debt – levels and the outlook for investors
Steen Jakobsen has been with Saxo Bank since 2000 only abrupted by two year’s absense when he served as Chief Investment Officer for Limus Capital Partners between 2009 and 2011. Steen has more than 25+ years of experience within the fields of proprietary trading and alternative investment. In 1989, after finishing his studies in Economics at the University of Copenhagen, he started his career at Citibank N.A. Copenhagen. Alongside his popular and often quoted columns distributed on TradingFloor.com and media appearances, Steen writes regular ad-hoc commentary focusing on macro-economic trends and financial markets.

13.45  Michael Story, CFA, Product Manager, Pimco
The problem with debt: too much or not enough?

Mr. Story is a senior vice president and product manager in the London office, responsible for European and global products. Prior to joining PIMCO in 2011, he was a product specialist at Western Asset Management Company, where he covered global macroeconomic strategies. He previously worked at the Federal Reserve Bank of San Francisco. He has 16 years of investment experience and holds a master’s degree in economics from the London School of Economics.​

14.30  Break

14.45  Joe Kalish, Chief Global Macro Strategist, NedDavis.
Via Videolink

Does debt matter?
Joe Kalish will be comparing the impact of debt among the following key sectors – Household – Business – Government – with respect to balance sheets, debt service, and other factors.
Joseph Kalish is the Chief Global Macro Strategist for Ned Davis Research Group. He has been following and studying financial and economic trends for over 30 years. Joe is a regular contributor to both Ned Davis’ own monthly strategy focus on global fixed income trends, and to other macro publications, including Featured Reports, the U.S. Economic Focus, and the U.S. Daily Economic Perspectives. Joe is a member of the National Association for Business Economics. He is regularly quoted and interviewed by the financial media in the U.S. and internationally. He received his Master of Business Administration degree in Finance, with distinction, from Stern School of Business of New York University.​

15.30  Conclusion of open event.
Asset Allocation Network Meeting continues:

Network activities, panel and group discussion​


Steen Jakobsen

Michael Story

Joe Kalish


13. December 2016
12:30 - 15:30
Event Category: