• 09:10

    Chair's opening remarks

  • 09:20

    Keynote Presentation – Macroeconomic and geopolitical outlook

    LIVE-STREAMED

    At the start of the year there was some optimism from Nordic dealmakers that 2020 would be a positive year for dealmaking following a period of ongoing uncertainty in the market. However, as the coronavirus pandemic swept the globe, the Nordic region was not immune to the sweeping decline in trade and M&A activity felt around the world.

    Cecilia Malmström willexplore how the ongoing COVID-19 crisis and subsequent pressure on financial markets as well as the growing disagreements between the US and China, the upcoming US election, Brexit execution and challenges in Europe will impact trade and affect M&A in the region.

  • 09:45

    Panel – Portfolio strategies in a global economic slowdown

    LIVE-STREAMED

    The coronavirus pandemic and ensuing uncertainty saw Nordic M&A slow to €9.1bn in the first six months of 2020, representing the lowest first half activity by value since 2009. There are signs of some cautious optimism in the market with activity slowly picking up pace since late April with Q2 generating €6.3bn across 160 deals, more than double that of Q1 which registered just €2.9bn and unemployment rates not as badly affected as initially forecasted. This optimism is tempered by the prospect of future resurgences of the COVID-19 across the Nordic and wider European region. 

    • What consolidation strategies are companies using in the face of stretched liquidity considering the impact of COVID-19?
    • How can corporates use divestitures and carve-outs to realign strategies?
    • How are valuations likely to change and how can alternative firms explore alternative transaction structures?
    Jan  Lund
    Jan Lund
    EVP Head of Strategy, Corporate Development and M&A, Bonnier Group
  • 10:30

    Morning coffee and networking

  • 11:00

    Fireside Chat – How will the sustainability agenda influence M&A?

    ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

    Globally, the importance placed on considering environmental, social and governance (ESG) factors in investment decision making is stronger than ever especially against the backdrop of the COVID-19 pandemic. Driven by increased stakeholder expectations as well as higher levels of urgency surrounding both climate and social inequality issues. 

    The Nordic region has traditionally been perceived as ahead of the curve when it comes to taking a sustainable orientated ethical approach to investment with culture, investor demands and government policies all reasons for this. However, pressure to relieve short-term economic damage could have an effect on longer-term sustainability strategies.

    This session will explore the growing importance of ESG on investments and M&A to corporates, private equity and asset managers and how considering ESG factors can both mitigate risk and lead to rewards on performance and returns. 


  • 11:30

    Presentation – Gaining Insightful Deal Knowledge with Artificial Intelligence

    ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

    Business decisioning and deal execution depends on rapid evaluation of findings and outcomes. Now is the time to leverage intelligent automation techniques and thoughtful designs that assist in visualizing, validating and acting on recommendations put forth by artificial intelligence. Join Cengiz Satir, SVP of Product Management & Design for a compelling conversation on how SS&C Intralinks is shining a light on the right information, bringing timely context and insightful recommendations to the data and documents that surround today’s deals.

  • 12:00

    Lunch

  • Stream A: Funds

    • 13:00

      Chair’s opening remarks

    • 13:10

      Panel – Private equity's role in the new deals landscape

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      Private equity saw just 55 buyouts for just €933m in the first half of 2020, compared with the €11.5bn spent across 182 buyouts in the whole of 2019. However, funds could move quickly to deploy dry powder as stability returns and the economic situation improves.

      • Beyond short-term financial support, what operational improvements can firms make to optimise performance and enhance value in their portfolio companies longer-term? 
      • When will funds deploy dry powder? What are their expectations for economic recovery? 
      • Which sectors will private equity funds focus on? 

      What is the outlook for funds expanding into special situations funds? 

    • 13:50

      Panel – Infrastructure investments

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      The COVID-19 pandemic has had a profound effect on all aspects of our lives, with severe disruption to societies and economies globally. Infrastructure is traditionally seen as a sector that offers stability and whilst some areas have seen resilience such as telecoms infrastructure, others have been affected harder such as energy and oil. The crisis is likely to have a great impact on the sector longer-term but also offer significant opportunities for investors. This panel will explore the ongoing challenges faced by investors as well as why the Nordic region’s strength in sustainability may offer opportunities.

    • 14:30

      Afternoon coffee and networking

    • 14:50

      Presentation – Succeeding in Uncertainty

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

    • 15:20

      Panel – Organization, culture and people factors - how to realize the value of the deal

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      In most of the deals, the expected value is not fully realized, as organizational, cultural and people factors tend to derail the transaction during its lifecycle, disenchanting investors, executives, employees, and other stakeholders. These frequently neglected human elements are actually critical for the deal success, as they bring several risks.  Being aware and actively managing these risks, such as culture gap, loss of productivity and top talent attrition, have proven to increase the success of the deal and ensure maximum return.

    • 16:00

      Chair's closing remarks

  • Stream B: Disruption

    • 13:00

      Chair’s opening remarks

    • 13:10

      Panel – Innovation strategies

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      Strict travel restrictions and social distancing measures have meant both individuals and companies have had to explore new ways of working through the COVID-19 pandemic with a strong focus on adapting to digital opportunities.

      Companies are increasingly using M&A as method of gaining access to new innovations and technology through early stage investments as well as acquiring more mature tech firms.

      Speakers will discuss what has driven their engagement with smaller, early stage start-ups and how they evaluate and structure these opportunities. 

      • How should firms approach corporate venturing to develop technological capabilities and gain financial returns?
    • 13:50

      Panel – Sector focus - fintech and payments

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      COVID-19 has highlighted some of the limitations that physical currency holds, which combined with increased online spending has seen an acceleration in the trend towards sanitary, cashless payments as well as more innovative digital e-commerce solutions. The Nordic technology sector has long attracted significant international interest, particularly in the payments and fintech sectors. Several high-profile deals have occurred in recent years including Visa’s acquisition of a stake in Klarna in 2017, Paypal’s €1.9bn takeover of iZettle in 2018 and recent investments in Tink.

    • 14:30

      Afternoon coffee and networking

    • 14:50

      Panel – Digitalising healthcare - opportunities and challenges

      ON-DEMAND RECORDING AVAILABLE FROM OCTOBER 1

      The COVID-19 virus has increased the burden on care providers that were already facing an aging population and growing strain on traditional healthcare infrastructure. In many areas of medicine and care, the pandemic has accelerated the adoption of digital technologies with short-term COVID-19 related technologies such as tracking apps and vaccine research. But there is likely to also be a longer-term transformation in the sector as telemedicine and digital technologies offer solutions in all areas of healthcare provision. This panel will explore what impact these key drivers are having on investments and M&A activity in the healthcare sector and the challenges for solution providers and investors in this area.

    • 16:00

      Chair's closing remarks

  • 16:10

    Networking drinks