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The Nordic Investor Podcast

The Nordic Investor Podcast

By Evli Funds

Evli Fund Management Company Ltd is a Nordic fund management boutique established in in 1989 focusing on institutional investors.

In the series of our #NordicInvestorPodcast we dive into current topics in the world of investing, hosted by Petter von Bonsdorff and Tomas Hildebrant, Evlian stalwarts since 20+ years.

Each episode offers Nordic expertise on the current market trends. Listen and enjoy!
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Series 2, Episode 2 – Why does Evli’s legacy breed success?

The Nordic Investor PodcastApr 29, 2020

00:00
20:55
Quarterly Series – Q4/2021: Stagflation, Nordic IPOs and outlook for 2022

Quarterly Series – Q4/2021: Stagflation, Nordic IPOs and outlook for 2022

Join Evli’s Tomas Hildebrandt for the final Nordic Investor Podcast of 2021 – a quarterly series that takes a deep dive into the world of the Nordic market. This time, Tomas sat down with Evli colleagues Valtteri Ahti, Ville Tiainen and Juhamatti Pukka to look back over the year and discover what is in store for 2022.

Listen in as they discuss the possibility of a return to stagflation, the critical role of IPOs in the region and key things to look out for in 2022!

Nov 09, 202120:36
Quarterly Series – Q3/2021: Dare to look at 2022 yet?

Quarterly Series – Q3/2021: Dare to look at 2022 yet?

Join Evli’s Tomas Hildebrandt for the third episode of the Nordic Investor Podcast – a quarterly series that takes a deep dive into the world of the Nordic market. This time, Tomas sat down to chat with Thomas Thygesen, SEB’s Head of Global Equity Strategy in Copenhagen.

Listen in as they discuss political disruption in the Nordics, a blowout earnings season and take a look ahead at what to expect in 2022.

Aug 23, 202120:34
Quarterly Series – Q2/2021: What is Sustainable Alpha?

Quarterly Series – Q2/2021: What is Sustainable Alpha?

Join Evli’s Tomas Hildebrandt as he returns for the second episode of the Nordic Investor Podcast – a quarterly series that takes a deep dive into the world of the Nordic market. Joining Tomas for this episode are Evli’s Outi Helenius, Head of Sustainability, and Ville Tiainen, Nordic Equity Analyst.

Listen in as they discuss the market situation in the region, explore current ESG and taxonomy issues, and take a look ahead at what to expect for the rest of 2021.

Apr 30, 202125:48
Quarterly Series – Q1/2021: What to keep an eye on in the Nordics?

Quarterly Series – Q1/2021: What to keep an eye on in the Nordics?

Join Evli’s Tomas Hildebrandt as he hosts a brand-new podcast series on the Nordic market outlook, set to run over the course of the year. Joining Tomas for this first of four episodes in 2021 are Sauli Vilén, Chief Equity Research Analyst from Inderes, and his colleague Jukka Hyvönen, Sales Executive at Evli’s Stockholm office.

Listen in as they discuss why the Nordics are appealing to investors, how liquidity has evolved over the past year and take a deep dive into the market outlook for the region over the course of the year. You can’t afford to miss it!

Mar 09, 202120:37
Series 3, Episode 3: An external perspective

Series 3, Episode 3: An external perspective

Episode 3 of The Evli Podcast’s third series sees host Petter von Bonsdorff joined by Accelerando Intelligence’s founder and managing partner, Philip Kalus, from Spain. With more than 27 years of experience in the asset management industry, Philip is perfectly placed to offer an external perspective on ESG and RI and give a wider understanding of the metrics and methods of compiling reports on the matter. The two also discuss responsibility, the long journey that ESG and RI have taken to reach this point, and the future of ESG marketing campaigns. You won’t want to miss it.

Dec 02, 202022:29
Series 3, Episode 2: Does responsible investing and ESG narrow investment spaces?

Series 3, Episode 2: Does responsible investing and ESG narrow investment spaces?

In episode 2 of the second series of The Evli Podcast, host Petter von Bonsdorff is joined by Evlians Tomas Hildebrant, a Senior Portfolio Manager, and Janne Kujala, Head of Nordic Equities. The three take a deep dive into the company’s way of implementing ESG and RI, before discussing how Evli’s strategy is intrinsically linked to customer strategy. They also talk through whether ESG and RI narrow investment spaces and funds, before broaching the sensitive topic of inclusion versus exclusion. Tune in now.

Nov 25, 202024:32
Series 3, Episode 1: The changing role of responsible investment and ESG

Series 3, Episode 1: The changing role of responsible investment and ESG

The Evli Podcast returns for a third series, as the roles of Responsible Investment and ESG are put under the microscope. In the first episode, Head of Sustainability Outi Helenius and Head of Institutional Clients Kim Pessala join host Petter von Bonsdorff to discuss the changing role of RI and ESG in the industry. The trio then explores why the time is right to address issues surrounding the matter, talk about Evli’s updated ESG strategy and tackle the concept of greenwashing. Listen in now.

Nov 18, 202026:05
Series 2, Episode 3 – The inner workings of Citywire

Series 2, Episode 3 – The inner workings of Citywire

Episode 3 of the second series of The Evli Podcast sees host Petter von Bonsdorff travel to London to meet Citywire’s Dr Nisha Long. With more than 14 years of experience with the company, Nisha is perfectly placed to offer a behind-the-scenes look at what makes the ratings behemoth tick and how they are moving with the times. The two also discuss the impact Citywire’s ratings can have on companies and the industry in general, as well as the relevance of ratings in an ever-changing world. You won’t want to miss it.

May 06, 202024:52
Series 2, Episode 2 – Why does Evli’s legacy breed success?

Series 2, Episode 2 – Why does Evli’s legacy breed success?

In episode 2 of the second series of The Evli Podcast, Petter and Juhamatti are joined by Evli CEO Maunu Lehtimäki, who has been with the company for 24 years. The three take a deep dive into the very core ideals of legacy and why it is so crucial to the success of a company. The conversation then shifts to Evli’s implementation of legacy and the ways in which it passes down through the generations of portfolio managers. The trio finish off by asking if the new wave of portfolio managers put the same stock in legacy as their more experienced colleagues and if they can ‘feel it in the walls’ of the firm. Tune in now.

Apr 29, 202020:55
Series 2, Episode 1 – What does it take to become a successful portfolio manager?

Series 2, Episode 1 – What does it take to become a successful portfolio manager?

Evli’s Head of Fixed Income Juhamatti Pukka and Senior Portfolio Manager Jani Kurppa have been rated in the top 0.6% of fund managers in Citywire’s EuroStars comparison. To find out the secret to their success, delve into the ratings and discover the role that legacy plays in the success of the company, The Evli Podcast returns for a second series. In the first episode, our host, Petter von Bonsdorff, is joined by Juhamatti to discuss the ratings and find out what it takes to become a successful portfolio manager. Listen in.

Apr 22, 202019:22
Episode 3: What does the future hold?

Episode 3: What does the future hold?

Evli’s Head of Institutional Wealth Management Kim Pessala and Fund Industry Specialist Jauri Häkkä discuss everything from the impact of sustainable investment to what culture means to Evli to what it looks for when securing and retaining young talent. You don’t want to miss the last episode of our three-part podcast series.

Nov 07, 201920:52
Episode 2: The Evli edge

Episode 2: The Evli edge

In the second episode of our three-part series, Evli’s Mikael Lundström, Petter von Bonsdorff and Peter Lindahl dissect the cornerstones of Evli’s work and the company’s philosophy, discuss how the company differs from its competitors and what is the level of creative license Evli is able to offer its employees.

Oct 31, 201925:42
Episode 1: The Evli Corporate Bond fund - How it all began.

Episode 1: The Evli Corporate Bond fund - How it all began.

Mikael Lundström founded The Evli Corporate Bond fund 20 years ago and continues to manage the fund to date. He tells how the fund started, what drew him to fund management and what keeps him hooked even after 23 years in the industry.

Oct 24, 201937:22