Program - Nytårskonferencen 2023

9.00 – Velkomst

Siri Lill Mannes, Moderator.

9.05 – Indledende bemærkninger

Tim Warrington, Administrerende direktør i SKAGEN

9.15 – The Energy Transition Delusion: Inescapable Mineral Realities

Mark Mills, Senior Fellow ved Manhattan Institute, Faculty Fellow ved Northwestern University, McCormick School of Engineering

10.00 – China, U.S., and a New Era of Great Power Competition

Jonathan Cheng, Chefkorrespondent i Kina for The Wall Street Journal

10.30 – Pause

10.45 – Open-Source Investigation Comes of Age

Eliot Higgins, Grundlægger af journalist- og gravernetværket Bellingcat.

11.30 – The Untapped Potential of Emerging Markets

Fredrik Bjelland, Porteføljeforvalter i SKAGEN Kon-Tiki

11.50 – Frokostpause

13.00 - Managing the Government Pension Fund Global in Uncertain Times

Ida Wolden Bache, Nationalbanksdirektør i Norge

13.45 – Balancing Act: Russia, U.S. and the World

Fiona Hill, Senior Fellow ved The Brookings Institution

14.30 – Pause

14.45 – Value Investing in Global Market Disruption

Mohamed El-Erian, Markedsstrateg og cheføkonom hos Allianz

15.45 – Pause

16.00 – Dealing with Uncertainty in Valuation

Aswath Damodaran, Professor ved Stern School of Business ved New York University