EVENT Round table Stockholm Arundo
Round table Stockholm
In Stockholm, Swedish, we will hold a round table for dat a-driven industrial operations and AI development of heavy machinery.
Round table Stockholm
The registration of this event has been closed. The new schedule of 2024 will be announced soon.
Getting bang for the bucks - investments in data-driven maintenance of industrial assets
The heavy equipment industry is currently gaining more than 10 years of experience with automatic analysis, machine learning, and "artificial intelligence" applied to maintenance of industrial assets. Investing in hardware and software continues, and many suppliers promise a surprising future that will not be welcomed every day. But how far is it going on? What is now valid and where to bet for the future? We will invite leaders in maintenance work with strong interest in technology and data, and participate in the round table conference to exchange experience and ideas.
Participant profile
We are you ...
- ... Engaged in the manufacturing or natural resource industry, and is responsible for daily production, including maintenance financial results.
- ... I am actively working on various approaches to increase the operation time and efficiency of assets essential for production (or recently worked).
- ... Successful projects and frustrated projects are healthy.
- ... within your influence, those who are willing to create value using dat a-type techniques and advanced analysis
What you can look forward to
We want to use data and technology to achieve true dialogue among people with deep and practical experience, improving the maintenance of equipment that is essential for production.
For that reason, we will provide the following:
- Safe environment without sales or product demonstrations
- People in the same position as you can hear the actual experiences of both successful projects and what they learned from their unsuitable efforts.
- A fun afternoon and night with friends with the same aspirations.
In order to make this possible, I would like the participants to prepare:
- Please show off the episodes of the projects and investments you have led, such as giving guidelines and inspiration to other participants.
- Shares the issues you are currently having (a problem that has not yet been solved, or a problem that the industry in the industry may advise on how to approach).
Practical details
Date: Announced nearly 2024
Venue CONVENDUM, Kungsgatan 9, Stora Salen, Stockholm, Sweden
Agenda
14: 45-15: 00 Arrival / Reception
15: 00-15: 30 Welcome greetings and stage greetings Arundo Analytics CEO Martin Lundqvist, DAIRDUX CEO HENRIK GEThberg
15: 30-16: 30 Announcement of results around the tabl e-Participants will introduce their respective episodes about how they improved their performance in industrial assets.
16: 30-17: 30 Challenge Around The Tabl e-Participants will discuss their current and near future projects and their prospects in two to five years.
17: 30-19: 00 Free discussion and light meal
Excited? Register today!
The registration of this event has been closed. The new schedule of 2024 will be announced soon.
If you are interested, please feel free to contact Contact@Arundo. com.
In this format, it is necessary to participate directly around the actual round table, so the number of participants is limited. Please wait for registration before logistics costs are incurred.
About the hosts
Martin has been promoting process and technology change for 20 years. At first, he has been active as a strategic consultant at McKinsey, recently a technical entrepreneur, investors, and now CEO of Arundo Analytics. He has participated in dozens of projects aimed at improving industrial operations and assets reliability using dat a-driven methods. Contact Martin
Henrick is the founder of DAIRDUX and is a professional crowdsourcing alliance by companies, experts, and academic researchers, and supports the preparation of data and AI. Prior to the establishment of DAIRDUX, VattenFall has been a variety of managers for seven years, including group data & analytics transformation, group financial system, and BI / lead development management (Europe). He has an international consulting background based on Stockholm and Sydney. He is also a member of the Digitization Advisory Board at European Utility Week, and is also a dedicated chair of Data Innovation Summit. In spare time, we operate a VLOG called "From Data to Value" on YouTube, enhancing data / AI literacy for executives and intermediate managers. Contact Henric < Span> 15: 30-16: 30 Announcement of results around the tabl e-Participants will introduce each episode how they improved their performance in industrial assets.
Part 2 | Tax and Carbon: Carrot or stick? Virtual roundtable
16: 30-17: 30 Challenge Around The Tabl e-Participants will discuss their current and near future projects and their prospects in two to five years.
17: 30-19: 00 Free discussion and light meal
Participation registration of this event has been closed. The new schedule of 2024 will be announced soon.
If you are interested, please feel free to contact Contact@Arundo. com.
Executive summary
- In this format, it is necessary to participate directly around the actual round table, so the number of participants is limited. Please wait for registration before logistics costs are incurred.
- Martin has been promoting process and technology change for 20 years. At first, he has been active as a strategic consultant at McKinsey, recently active as a technical entrepreneur, investors, and now ARUNDO Analytics. He has participated in dozens of projects aimed at improving industrial operations and assets reliability using dat a-driven methods. Contact Martin
- Henrick is the founder of DAIRDUX and is a professional crowdsourcing alliance by companies, experts, and academic researchers, and supports the preparation of data and AI. Prior to the establishment of DAIRDUX, VattenFall has been a variety of managers for seven years, including group data & analytics transformation, group financial system, and BI / lead development management (Europe). He has an international consulting background based on Stockholm and Sydney. He is also a member of the Digitization Advisory Board at European Utility Week, and is also a dedicated chair of Data Innovation Summit. In spare time, we operate a VLOG called "From Data to Value" on YouTube, enhancing data / AI literacy for executives and intermediate managers. Announcement of achievements around the 15: 30-16: 30 Contact Henric k-Participants will introduce their respective episodes about how they improved their performance in industrial assets.
- 16: 30-17: 30 Challenge Around The Tabl e-Participants will discuss their current and near future projects and their prospects in two to five years.
- 17: 30-19: 00 Free discussion and light meal
- Participation registration of this event has been closed. The new schedule of 2024 will be announced soon.
Use the carrot?
If you are interested, please feel free to contact Contact@Arundo. com.
In this format, it is necessary to participate directly around the actual round table, so the number of participants is limited. Please wait for registration before logistics costs are incurred.
Martin has been promoting process and technology change for 20 years. At first, he has been active as a strategic consultant at McKinsey, recently a technical entrepreneur, investors, and now CEO of Arundo Analytics. He has participated in dozens of projects aimed at improving industrial operations and assets reliability using dat a-driven methods. Contact Martin
Henrick is the founder of DAIRDUX and is a professional crowdsourcing alliance by companies, experts, and academic researchers, and supports the preparation of data and AI. Prior to the establishment of DAIRDUX, VattenFall has been a variety of managers for seven years, including group data & analytics transformation, group financial system, and BI / lead development management (Europe). He has an international consulting background based on Stockholm and Sydney. He is also a member of the Digitization Advisory Board at European Utility Week, and is also a dedicated chair of Data Innovation Summit. In spare time, we operate a VLOG called "From Data to Value" on YouTube, enhancing data / AI literacy for executives and intermediate managers. Contact Henric
Use the stick?
With the intensification competition for climate change emergency and financing for green transitions intensifying, the US inflation reduction method (IRA) and the EU's Green Deal (CBAM) are important. Appearing as a bill, it has caused a global debate about the best way to achieve the net zero goal. As multinational companies survive these two policy situations, new tasks, tensions, and opportunities are being born.
KPMG International has a lo w-income country and a vulnerable, how to respond to these policies, which approach is more effective (incentive, carbon pricing, or a combination of both). To find out how the economy is affected, and how China, which currently dominates the supply chain of some environmental technology, can respond to exclusive subsidies and rising carbon costs. , This round table meeting was held.
The dialogue focused on the UK, the EU and the Asi a-Pacific region was held under the Chatam House Rules, and nine experts participated (see the participant list below). The following sentence summarizes the personal opinion of the participants and does not necessarily reflect the views of a specific organization, including KPMG.
The last round table focused on the perspective of the United States and Europe.
Green shift requires a variety of policy means and should not be dogmatic. All subsidies, price setting, and regulations are all part of the mix and can work together.
IRA is generally recognized as simpler and thicker than the EU subsidy, but it may not be as simple as initially considered.
At present, the demand for these products is increasing, but there are concerns that subsidies may overdo the production capacity of specific green technology (such as solar panels and batteries).
Effective carbon pricing can separate economic growth and fossil fuels, as proven by Sweden experience, for example.
The view from China
EU CBAM is complicated. The tw o-year transitional period, which imposes only reporting obligations, should give the EU Committee fin e-tuned and take the opportunity to work on training and ability development, but there are concerns about the impact on developing countries. < SPAN> As the response to the climate change emergency and the financing competition for green migration intensifying, the US inflation reduction method (IRA) and the EU's green dealer (including the carbon border adjustment mechanism (CBAM)) Appears as an important bill and has caused a global debate on the best way to achieve net zero goals. As multinational companies survive these two policy situations, new tasks, tensions, and opportunities are being born.
KPMG International has a lo w-income country and a vulnerable, how to respond to these policies, which approach is more effective (incentive, carbon pricing, or a combination of both). To find out how the economy is affected, and how China, which currently dominates the supply chain of some environmental technology, can respond to exclusive subsidies and rising carbon costs. , This round table meeting was held.
All hands on deck
The dialogue focused on the UK, the EU and the Asi a-Pacific region was held under the Chatam House Rules, and nine experts participated (see the participant list below). The following sentence summarizes the personal opinion of the participants and does not necessarily reflect the views of a specific organization, including KPMG.
The last round table focused on the perspective of the United States and Europe.
Green shift requires a variety of policy means and should not be dogmatic. All subsidies, price setting, and regulations are all part of the mix and can work together.
IRA is generally recognized as simpler and thicker than the EU subsidy, but it may not be as simple as initially considered.
Who picks up the tab?
At present, the demand for these products is increasing, but there are concerns that subsidies may overdo the production capacity of specific green technology (such as solar panels and batteries).
Effective carbon pricing can separate economic growth and fossil fuels, as proven by Sweden experience, for example.
EU CBAM is complicated. The tw o-year transitional period, which imposes only reporting obligations, should give the EU Committee fin e-tuned and take the opportunity to work on training and ability development, but there are concerns about the impact on developing countries. With the intensification competition for climate change emergency and financing for green transitions intensifying, the US inflation reduction method (IRA) and the EU's Green Deal (CBAM) are important. Appearing as a bill, it has caused a global debate about the best way to achieve the net zero goal. As multinational companies survive these two policy situations, new tasks, tensions, and opportunities are being born.
KPMG International has a lo w-income country and a vulnerable, how to respond to these policies, which approach is more effective (incentive, carbon pricing, or a combination of both). To find out how the economy is affected, and how China, which currently dominates the supply chain of some environmental technology, can respond to exclusive subsidies and rising carbon costs. , This round table meeting was held.
The dialogue focused on the UK, the EU and the Asi a-Pacific region was held under the Chatam House Rules, and nine experts participated (see the participant list below). The following sentence summarizes the personal opinion of the participants and does not necessarily reflect the views of a specific organization, including KPMG.
The role of regulation
The last round table focused on the perspective of the United States and Europe.
Green shift requires a variety of policy means and should not be dogmatic. All subsidies, price setting, and regulations are all part of the mix and can work together.
IRA is generally recognized as simpler and thicker than the EU subsidy, but it may not be as simple as initially considered.
Summary
At present, the demand for these products is increasing, but there are concerns that subsidies may overdo the production capacity of specific green technology (such as solar panels and batteries).
Effective carbon pricing can separate economic growth and fossil fuels, as proven by Sweden experience, for example.
- EU CBAM is complicated. The tw o-year transitional period, which imposes only reporting obligations, should give the EU Committee fin e-tuned and have the opportunity to work on training and developing abilities, but there are concerns about the impact on developing countries.
- Developing countries need to participate in the global dialogue on carbon policy.
- Does the IRA have the advantage of being simple? Does the IRA fail to put a price on carbon? Will it create excess production capacity and increase carbon production?
- As in the previous dialogue with participants from Europe and the United States (November 5, 2023), it was expressed that the EU incentives are more complicated than those of the IRA.
- However, one participant questioned whether the IRA incentives are easy to apply.
- The IRA has great strengths, including no budget cap, the fact that the funds are technology neutral (any type of technology is allowed as long as it achieves the objectives of the relevant parts of the IRA), transferability, immediate monetization, and certainty because funds are available for 10 years. However, with thousands of pages of guidance and explanations, some have expressed the view that in practice it is a more complicated process than expected.
- Some participants emphasized that the disadvantage of the IRA is that it cannot put a price on carbon. It may also encourage excessive competition for subsidies. Concerns were also expressed that the IRA would over-stimulate manufacturing, creating excess production capacity.
- Does the EU CBAM create perverse incentives? What about carbon leakage? Does the EU CBAM puncture the debate in this area?
It was noted that the EU CBAM represents a strong carbon ambition and seeks to ensure that the carbon price of imported goods is equivalent to the carbon price of domestic production by charging the embedded carbon emissions that occur in the production of certain goods imported into the EU (with a credit for the carbon price actually paid). This would minimize the opportunity for carbon leakage.
by Rebecca Cagigao
It was also suggested that the EU is not trying to instruct other countries for environmental policies. Only carbon prices due to a clear carbon pricing, such as the carbon tax and emission trading system), are subject to CBAM deduction, but if a country reduces emissions by regulation and subsidies, CBAM for importing to the EU. Requests are also reduced. Nevertheless, the mechanism of CBAM is complicated, and the EU committee has been working on technical support and has received many questions about the actual mechanism. In the initial stage (from October 1, 2023 to December 31, 2025), the EU Committee is necessary to finalize various regulations because it does not pay CBAM charge but only reports. It is possible to collect information and ensure time to enable training for the affected importers.
2023 Stockholm Institutional Investor Roundtable
Nevertheless, there was a debate about fairness for developing countries and the permanent chain of inequality.
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Sweden was a good example of a commonly assocual correlation between carbon production and GDP growth. Sweden's carbon tax began in 1991, increasing over time, reducing emissions by 33 % and increasing GDP by 90 %. 1. Success of carboxing has not reduced tax revenue. One of the participants suggested that if the planned migration was performed, it would be possible to balance the clif f-like carbon tax revenue.
14:00: Welcome Remarks
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
Magnus Ward
Participants discussed the bureaucratic complexity of embedded carbon under CBAM, and the possibility of making small and mediu m-sized enterprises into the EU market. < SPAN> It also suggested that the EU is not trying to instruct other countries for environmental policies. Only carbon prices due to a clear carbon pricing, such as the carbon tax and emission trading system), are subject to CBAM deduction, but if a country reduces emissions by regulation and subsidies, CBAM for importing to the EU. Requests are also reduced. Nevertheless, the mechanism of CBAM is complicated, and the EU committee has been working on technical support and has received many questions about the actual mechanism. In the initial stage (from October 1, 2023 to December 31, 2025), the EU Committee is necessary to finalize various regulations because it does not pay CBAM charge but only reports. It is possible to collect information and ensure time to enable training for the affected importers.
14:05: SBAI Overview
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
Brian Digney
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
14:15: Panel Discussion: The End of Free Money
Sweden was a good example of a commonly assocual correlation between carbon production and GDP growth. Sweden's carbon tax began in 1991, increasing over time, reducing emissions by 33 % and increasing GDP by 90 %. 1. Success of carboxing has not reduced tax revenue. One of the participants suggested that if the planned migration was performed, it would be possible to balance the clif f-like carbon tax revenue.
- Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
- Participants discussed the bureaucratic complexity of embedded carbon under CBAM, and the possibility of making small and mediu m-sized enterprises into the EU market. It was also suggested that the EU is not trying to instruct other countries for environmental policies. Only carbon prices due to a clear carbon pricing, such as the carbon tax and emission trading system), are subject to CBAM deduction, but if a country reduces emissions by regulation and subsidies, CBAM for importing to the EU. Requests are also reduced. Nevertheless, the mechanism of CBAM is complicated, and the EU committee has been working on technical support and has received many questions about the actual mechanism. In the initial stage (from October 1, 2023 to December 31, 2025), the EU Committee is necessary to finalize various regulations because it does not pay CBAM charge but only reports. It is possible to collect information and ensure time to enable training for the affected importers.
- Nevertheless, there was a debate about fairness for developing countries and the permanent chain of inequality.
Roger Hilty
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Magdalena Hogberg
Sweden was a good example of a commonly assocual correlation between carbon production and GDP growth. Sweden's carbon tax began in 1991, increasing over time, reducing emissions by 33 % and increasing GDP by 90 %. 1. Success of carboxing has not reduced tax revenue. One of the participants suggested that if the planned migration was performed, it would be possible to balance the clif f-like carbon tax revenue.
Mika Jaatinen
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
Asif Noor
Participants discussed the bureaucratic complexity of embedded carbon under CBAM, and the possibility of making small and mediu m-sized enterprises into the EU market.
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
It has stated that both EU's CBAM and IRA are functioning unpleasant for Chinese companies. One of the effects of IRA is to attract specific green businesses to the United States. Participants pointed out that the demand for green technology such as solar panels and batteries, especially after the invasion of Ukraine in Russia, has increased significantly after the current trade statistics. As a result, the demand of Chinese manufacturers is increasing very much. It has been recognized that China is currently in a trad e-i n-leading position, but in the near future that a major competition will be expected. 2. Given the restrictions on domestic investment under IRA, Chinese companies were not able to benefit from that, and were considered to be more likely to focus on Asia and in some cases in Europe.
Breakout 1: Credit Market Dynamics
- Curine or stick? In pursuing a green conversion, the policy means must not be determined by itself.
- Participants can promote carbonization for both subsidies and tax approaches, but measures like IRA should promote investment, economic activity, and production capabilities, and increase tax revenues. He pointed out. In contrast, CBAM is more likely to increase costs, which reduces investment and growth slightly. However, from the perspective of efficiency, there are concerns that subsidies will have ove r-supply ove r-supply ove r-th e-counter costs (at least in specific green technology, such as solar power and battery), and the cost of carbonization will rise to the optimal level. 。
- Nevertheless, the participants said that the biased measures, such as the EU's CBAM or IRA, are not very meaningful. Considering the seriousness of the emergency of climate change, we should "raise all their strength" to promote green shift. The feeling that policy tools should not be dogmatic were shared. Electric vehicles were one of the needs to utilize all available means: regulations (announcing the ban on fossil fuels in the future), public investment in charging stations, and tax on fuel prices. All of these elements should cooperate to promote the transition from the combustion engine. < SPAN> What is the potential impact of IRA and EU CBAM on the Chinese market? What is the trade statistics suggesting, and the competition has begun?
- It has stated that both EU's CBAM and IRA are functioning unpleasant for Chinese companies. One of the effects of IRA is to attract specific green businesses to the United States. Participants pointed out that the demand for green technology such as solar panels and batteries, especially after the invasion of Ukraine in Russia, has increased significantly after the current trade statistics. As a result, the demand of Chinese manufacturers is increasing very much. It has been recognized that China is currently in a trad e-i n-leading position, but in the near future that a major competition will be expected. 2. Given the restrictions on domestic investment under IRA, Chinese companies were not able to benefit from that, and were considered to be more likely to focus on Asia and in some cases in Europe.
Mathieu Clavel
Curine or stick? In pursuing a green conversion, the policy means must not be determined by itself.
Stuart Fiertz
Participants can promote carbonization for both subsidies and tax approaches, but measures like IRA should promote investment, economic activity, and production capabilities, and increase tax revenues. He pointed out. In contrast, CBAM is more likely to increase costs, which reduces investment and growth slightly. However, from the perspective of efficiency, there are concerns that subsidies will have ove r-supply ove r-supply ove r-th e-counter costs (at least in specific green technology, such as solar power and battery), and the cost of carbonization will rise to the optimal level. 。
Jamie McFarlane
Nevertheless, the participants said that the biased measures, such as the EU's CBAM or IRA, are not very meaningful. Considering the seriousness of the emergency of climate change, we should "raise all their strength" to promote green shift. The feeling that policy tools should not be dogmatic were shared. Electric vehicles were listed as an example of the need to utilize all available means: regulations (in the future the ban on fossil fuels), public investment in charging stations, and tax on fuel prices. All of these elements should cooperate to promote the transition from the combustion engine. What is the potential impact of IRA and EU CBAM on the Chinese market? What is the trade statistics suggesting, and the competition has begun?
Isabelle Mather
It has stated that both EU's CBAM and IRA are functioning unpleasant for Chinese companies. One of the effects of IRA is to attract specific green businesses to the United States. Participants pointed out that the demand for green technology such as solar panels and batteries, especially after the invasion of Ukraine in Russia, has increased significantly after the current trade statistics. As a result, the demand of Chinese manufacturers is increasing very much. It has been recognized that China is currently in a trad e-i n-leading position, but in the near future that a major competition will be expected. 2. Given the restrictions on domestic investment under IRA, Chinese companies were not able to benefit from that, and were considered to be more likely to focus on Asia and in some cases in Europe.
Breakout 2: ESG in Systematic Strategies
- Curine or stick? In pursuing a green conversion, the policy means must not be determined by itself.
- Participants can promote decarbonization in both subsidies and tax approaches, but measures such as IRA should promote investment, economic activity, and production capabilities, and increase tax revenues. He pointed out. In contrast, CBAM is more likely to increase costs, which reduces investment and growth slightly. However, from the perspective of efficiency, there are concerns that subsidies will have ove r-supply ove r-supply ove r-th e-counter costs (at least in specific green technology, such as solar power and battery), and the cost of carbonization will rise to the optimal level. 。
- Nevertheless, the participants said that the biased measures, such as the EU's CBAM or IRA, are not very meaningful. Considering the seriousness of the emergency of climate change, we should "raise all their strength" to promote green shift. The feeling that policy tools should not be dogmatic were shared. Electric vehicles were one of the needs to utilize all available means: regulations (announcing the ban on fossil fuels in the future), public investment in charging stations, and tax on fuel prices. All of these elements should cooperate to promote the transition from the combustion engine.
- However, it was questioned that some countries, especially in carbon border adjustments such as CBAM, may feel that they are under pressure to prices carbon.
- Are these measures fairly reduced public funds? How do you make the cost burden from unfair to developing countries?
Guillaume Detrait
Participants said that IRA was a warning to Europe and that some international competition for giving national assistance has emerged to some extent. However, now that most countries are facing the financial crisis, the distribution of public resources must be carefully considered.
Magnus Linder
It was emphasized that the impact of measures to the global South was necessary to see more individually, not as a whole.
Despina Xanthopoulou
In general, it was discussed that when carbon pricing was considered, the government could consider reducing the current fossil fuel subsidy. There are various ways to quantify fossil fuel subsidies, but for example, IMF estimates that the total amount of subsidies throughout the world in 2022 is $ 7 trillion, but this kind of movement is such a movement. It should be carefully considered so that green transitions can be reached for many people.
Brian Digney
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Breakout 3: Allocator Investment Risk Framework
- Should the regulation be performed at the world level?
- Some participants suggested that potential regulations should be implemented globally by important nations that have agreed to reduce carbon reduction plans in the future.
- It was implemented for each industry and proposed to create a framework for private investment in that field. This has agreed that global system reforms and new global organizations are needed. It took a long time, and in the meantime, he said that it would be necessary to focus on the area.
- Participants agreed that both incentives and carbon prices were needed to accelerate green conversion. The developing economy also needs to participate in this discussion, and need to consider the needs on individual bases, not the overall base. In order to manage a global approach, global system reform is required, and local efforts are indispensable.
- Participants in the discussion are as follows:
Daniel Stone
Susanne Akerfeldt
Antti Vartiainen
CICC Senior Associate Chen Ji
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
Becky Holloway, Jericho Program Director
15:45: Keynote Speaker
Oscar Jonsson
Neil Lawson, Jericho Partner
16:30: Panel Discussion: Macroeconomic Outlook and Asset Allocation for 2024
- Patrick Lenine Economic Policy Council (CEP) Senior Associate
- Chris Morgan, KPMG Global Responsible Tax Project, KPMG International
- Grant Worde l-Johnson, KPMG International, Global Tax Policy Leader
- The views and opinions described here are the author's author, not necessarily the KPMG International views and opinions.
Namik Immelbäck
Rebecca is Jericho Chamber's program executive and content manager.
Roger Josefsson
In Stockholm, listen to the priority of investor distribution, regulations, and lectures on responsibilities in Stockholm.
Mohit Kumar
Agenda
Chris Pulman
13:45: Participation registration
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
SEB Capital Introduction Manager
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Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
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Participants discussed the bureaucratic complexity of embedded carbon under CBAM, and the possibility of making small and mediu m-sized enterprises into the EU market. < SPAN> It also suggested that the EU is not trying to instruct other countries for environmental policies. Only carbon prices due to a clear carbon pricing, such as the carbon tax and emission trading system), are subject to CBAM deduction, but if a country reduces emissions by regulation and subsidies, CBAM for importing to the EU. Requests are also reduced. Nevertheless, the mechanism of CBAM is complicated, and the EU committee has been working on technical support and has received many questions about the actual mechanism. In the initial stage (from October 1, 2023 to December 31, 2025), the EU Committee is necessary to finalize various regulations because it does not pay CBAM charge but only reports. It is possible to collect information and ensure time to enable training for the affected importers.
What should investors expect in this field?
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Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
15:00: Interactive breakout session
Distrest companies where private credit managers are handed over
Change of credit cycle
Brian Digney
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Commodity
Should I work on the government to strengthen regulations?
President and the highest risk, Welton Investment Partners
Roger Hilty
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Business Development / Sustainable Director, Links Asset Management
Research & content director, SBAI
Magdalena Hogberg
Sweden was a good example of a commonly assocual correlation between carbon production and GDP growth. Sweden's carbon tax began in 1991, increasing over time, reducing emissions by 33 % and increasing GDP by 90 %. 1. Success of carboxing has not reduced tax revenue. One of the participants suggested that if the planned migration was performed, it would be possible to balance the clif f-like carbon tax revenue.
Convexity / modeling of tail risk
Downside protection
Mika Jaatinen
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
Relocation of risk knowledge / collaboration with managers
Ionic Capital Management Principal and Portfolio Manager
Asif Noor
Participants discussed the bureaucratic complexity of embedded carbon under CBAM, and the possibility of making small and mediu m-sized enterprises into the EU market.
Executive director, SBAI
15:30: Break
Swedish University of Defense University Flonnessis Director and Researcher
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
15:00: Interactive breakout session
Distrest companies where private credit managers are handed over
Change of credit cycle
Mathieu Clavel
Curine or stick? In pursuing a green conversion, the policy means must not be determined by itself.
Director of Nordkin Asset Management Research
Jeffrey's International MD and Chief Economist
Baliasney European Asset Management, Macro Research Head and Chief Economist
Stuart Fiertz
Participants can promote carbonization for both subsidies and tax approaches, but measures like IRA should promote investment, economic activity, and production capabilities, and increase tax revenues. He pointed out. In contrast, CBAM is more likely to increase costs, which reduces investment and growth slightly. However, from the perspective of efficiency, there are concerns that subsidies will have ove r-supply ove r-supply ove r-th e-counter costs (at least in specific green technology, such as solar power and battery), and the cost of carbonization will rise to the optimal level. 。
17:15: Networking reception
free
December 4, 2024
Jamie McFarlane
Nevertheless, the participants said that the biased measures, such as the EU's CBAM or IRA, are not very meaningful. Considering the seriousness of the emergency of climate change, we should "raise all their strength" to promote green shift. The feeling that policy tools should not be dogmatic were shared. Electric vehicles were listed as an example of the need to utilize all available means: regulations (in the future the ban on fossil fuels), public investment in charging stations, and tax on fuel prices. All of these elements should cooperate to promote the transition from the combustion engine. What is the potential impact of IRA and EU CBAM on the Chinese market? What is the trade statistics suggesting, and the competition has begun?
September 17, 2024
free
November 20, 2024
Isabelle Mather
It has stated that both EU's CBAM and IRA are functioning unpleasant for Chinese companies. One of the effects of IRA is to attract specific green businesses to the United States. Participants pointed out that the demand for green technology such as solar panels and batteries, especially after the invasion of Ukraine in Russia, has increased significantly after the current trade statistics. As a result, the demand of Chinese manufacturers is increasing very much. It has been recognized that China is currently in a trad e-i n-leading position, but in the near future that a major competition will be expected. 2. Given the restrictions on domestic investment under IRA, Chinese companies were not able to benefit from that, and were considered to be more likely to focus on Asia and in some cases in Europe.
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Guillaume Detrait
Participants said that IRA was a warning to Europe and that some international competition for giving national assistance has emerged to some extent. However, now that most countries are facing the financial crisis, the distribution of public resources must be carefully considered.
In 2008, he became an executive director of SBAI (former HFSB). In 2007, Thomas participated in a working group that manages the development of practical standards proposed by 14 major international alternative investment managers, which triggered the SBAI establishment.
Prior to joining SBAI, he was a senior manager of Oliver Weiman, a wide range of assets, corporate banking, and investment banking work for major European financial institutions. He was also an analyst for energy trading at a major product trading company.
He majored in management engineering at the University of Karl Slue in Germany and acquired a master's degree at Padhu University in the United States. CFA charter holder.
Magnus Linder
It was emphasized that the impact of measures to the global South was necessary to see more individually, not as a whole.
SEB's capital introduction manager.
Before returning to Stockholm in 2017, he managed Equity and hedge funds in Asia. Before moving to Hong Kong in 2011, he was in charge of SEB Prime Blow College in London, and in Germany launched and generated a SEB hedge fund.
Despina Xanthopoulou
In general, it was discussed that when carbon pricing was considered, the government could consider reducing the current fossil fuel subsidy. There are various ways to quantify fossil fuel subsidies, but for example, IMF estimates that the total amount of subsidies throughout the world in 2022 is $ 7 trillion, but this kind of movement is such a movement. It should be carefully considered so that green transitions can be reached for many people.
SBAI Executive Director
In 2008, he became an executive director of SBAI (former HFSB). In 2007, he participated in a working group that managed a project to formulate practical standards proposed by 14 major international alternative investment managers, which triggered the SBAI establishment.
Before participating in SBAI, he was a senior manager of Oliver Weiman, a wide range of assets, corporate banking, and investment banking work for major European financial institutions. He was also an analyst for energy trading at a major product trading company.
Brian Digney
It was discussed that inverse incentives could exist to maintain the source of income when trying to tax "bad behavior" such as carbon production. One participant pointed out that once he started using a stick to increase his income, he could not be able to do it without a stick. If a company responds, for example, if carbon production is reduced, it will be difficult for the government to find something that will be replaced by that income.
Commodity
Should I work on the government to strengthen regulations?
President and the highest risk, Welton Investment Partners
Daniel Stone
Susanne Akerfeldt
LGT Capital Partner Partner
Roger Hilti (Switzerland) is a LGT Capital Partners partner in Faficon, Switzerland. He is a c o-manager of the Multi Manager Investment Team and is a hedge fund portfolio manager centered on systematic strategies. He is also a member of the Liquid Markets Management Team, the Tactical Group, and the Liquid Markets ESG Committee. Joined LGT Bank (Trading / Travely Division) in January 2000.
Before working in the financial department, he worked as a professional road race player at the International Cycling Team GS Ericsson Villigar (ERI).
Antti Vartiainen
CICC Senior Associate Chen Ji
Magdalena Hegbery (CFA) is the director of strategic asset allocation and quantification analysis of the 4th Sweden National Pension Fund (AP4) in Stockholm. He has been working in AP4 since 2013 and focused on global stocks, hedge funds, asset classes and fluid spectrum.
Acquired a master's degree of engineering physics at the Swedish Royal University of Technology and a Master of Economics at Stockholm University.
Hedge Fund investment portfolio manager, erotic mutual aid pension insurance company
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
15:00: Interactive breakout session
Distrest companies where private credit managers are handed over
Change of credit cycle
Oscar Jonsson
Neil Lawson, Jericho Partner
AP4 Strategic Asset Alocation Director
Magdalena Hegbery (CFA) is the director of strategic asset allocation and quantification analysis of the 4th Sweden National Pension Fund (AP4) in Stockholm. He has been working in AP4 since 2013 and focused on global stocks, hedge funds, asset classes and fluid spectrum.
Acquired a master's degree of engineering physics at the Swedish Royal University of Technology and a Master of Economics at Stockholm University.
Namik Immelbäck
Rebecca is Jericho Chamber's program executive and content manager.
Mika Yatinen is an erotic hedge fund investment portfolio manager. Mika joined the Pension Fennia in 2004 (Pension Fennia and Pension Tapiola merged in 2014), and in charge of Fennia's capital market investment. In 2007, he became a hedge fund investment portfolio manager. He is also in charge of selecting stock investment trusts in Fennia, from 2010 to the merger with Pension Tapiola.
Acquired a master's degree of economics at Jubaskura University.
Roger Josefsson
In Stockholm, listen to the priority of investor distribution, regulations, and lectures on responsibilities in Stockholm.
In February 2016, he joined Aspect as a portfolio manager. He is in charge of the operation and development of various systematic strategies, including mult i-strategies, global macros, and currency strategies. Auliel Capital Management, founded by Aspect in February 2016. Roger Hilti (Switzerland) is a LGT Capital Partners partner in Faficon, Switzerland. He is a c o-manager of the Multi Manager Investment Team and is a hedge fund portfolio manager centered on systematic strategies. He is also a member of the Liquid Markets Management Team, the Tactical Group, and the Liquid Markets ESG Committee. Joined LGT Bank (Trading / Travely Division) in January 2000.
Before working in the financial department, he worked as a professional road race player at the International Cycling Team GS Ericsson Villigar (ERI).
Mohit Kumar
Agenda
Magdalena Hegberi (CFA) is the director of strategic asset allocation and quantification analysis of the 4th Sweden National Pension Fund (AP4) in Stockholm. He has been working in AP4 since 2013 and focused on global stocks, hedge funds, asset classes and fluid spectrum.
Acquired a master's degree of engineering physics at the Swedish Royal University of Technology and a Master of Economics at Stockholm University.
Hedge Fund investment portfolio manager, erotic mutual aid pension insurance company
Chris Pulman
13:45: Participation registration
Acquired a master's degree of economics at Jubaskura University.
Aspect Capital, Portfolio Manager
Thomas Deinet
Participants agreed that the EU had opened a discussion and encouraged other countries to create a unique carbon market. As an example, the development in Vietnam and Indonesia was expanded. CBAM has caused the necessary discussions for everyone to think.
15:00: Interactive breakout session
Distrest companies where private credit managers are handed over
Change of credit cycle
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