Programme

11 January 2023. All times in CET.

09:00 Welcome
Siri Lill Mannes, Moderator

09:05 Opening remarks
Tim Warrington, CEO of SKAGEN

09:15 The Energy Transition Delusion: Inescapable Mineral Realities
Mark Mills, Senior Fellow at Manhattan Institute, and Faculty Fellow at Northwestern University McCormick School of Engineering

10:00 China, U.S. and a New Era of Great Power Competition
Jonathan Cheng, China Bureau Chief at The Wall Street Journal

10:30 Coffee break

10:45 Open-source Investigation Comes of Age
Eliot Higgins, Founder of Bellingcat

11:30 The Untapped Potential of Emerging Markets
Fredrik Bjelland, Portfolio Manager of SKAGEN Kon-Tiki

11:50 Lunch break

13:00 Managing the Government Pension Fund Global in Uncertain Times
Ida Wolden Bache, Governor and Chair of the Executive Board, Norges Bank

13:45 Balancing Act: Russia, U.S. and the World
Fiona Hill, Senior Fellow at The Brookings Institution

14:30 Coffee break

14:45 Value Investing in Global Market Disruption
Mohamed El-Erian, Market Strategist and Chief Economic Adviser at Allianz

15:45 Mid-afternoon break

16:00 Dealing with Uncertainty in Valuation
Aswath Damodaran, Professor of Finance at NYU Stern School of Business

16:45 END