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Allocator's Corner Podcast

Dec 29, 2019

In the third episode of Allocator's Corner, I had the opportunity to sit down with Helen Idenstedt who is portfolio manager idiosyncratic 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...

Dec 3, 2019

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...