Thursday 17 September 13:00 - Thursday 17 September 16:00

Nordic Family Office Investment Forum Oslo 2026

Tell Media Group Forums are half day events targeting representatives from institutional investors, fund selection teams, family offices and wealth managers. Each Forum has a clear theme to ensure relevance for delegates as well as sponsors. Invitations are strictly aimed at a target audience to ensure a homogeneous group that will benefit from the opportunity to network and share ideas and insights with each other.

See the program

The program

Thursday 17 September 2026

12:00
Lunch
60 minutes
Served in restaurant Ekspedisjonshallen
13:00
Introduction
10 minutes

Niklas Tell

Founder, Tell Media Group

13:10
Panel discussion
30 minutes
13:00
Roundtable presentations/discussions
45 minutes

Baillie Gifford: To be confirmed

Columbia Threadneedle Investments: The importance of diversification in the age of AI polarisation

Dimensional Fund Advisors: Research in Practice: Latest Findings on Systematic Investing and Beyond

Federated Hermes Limited: A Contrarian View on Asia ex-Japan Equities

 

 

Alan Coffey

Director, Investor Relations, Private Companies at Baillie Gifford

Mamdouh Medhat

Research Director and Vice President at Dimensional Fund Advisors

James Cook

Senior Vice President, Investment Director, Emerging Market Equities at Federated Hermes Limited

Andrew Harvie

Senior Client Portfolio Manager at Columbia Threadneedle Investments

14:30
Networking & coffee
40 minutes
15:10
Roundtable presentations/discussions
45 minutes

Baillie Gifford: To be confirmed

Columbia Threadneedle Investments: The importance of diversification in the age of AI polarisation

Dimensional Fund Advisors: Research in Practice: Latest Findings on Systematic Investing and Beyond

Federated Hermes Limited: A Contrarian View on Asia ex-Japan Equities

Alan Coffey

Director, Investor Relations, Private Companies at Baillie Gifford

Mamdouh Medhat

Research Director and Vice President at Dimensional Fund Advisors

James Cook

Senior Vice President, Investment Director, Emerging Market Equities at Federated Hermes Limited

Andrew Harvie

Senior Client Portfolio Manager at Columbia Threadneedle Investments

16:00
Keynote: Camille Korschun
45 minutes

Camille Korschun

Fellow in Family Philanthropy at IMD in Lausanne

16:45
End of conference
5 minutes

The facts

For the Nordic Family Office Investment in Oslo we will focus on key themes of interest for people working at Nordic family offices as well as similar institutional investors.

Thursday 17 September 2026 13:00 - 16:00

Sommerro, Sommerrogata, Oslo, Norge

All speakers

Alan Coffey

Director, Investor Relations, Private Companies at Baillie Gifford

Alan is a director in the Private Companies Team with over two decades of private equity experience. He joined Baillie Gifford in 2025 from BlackRock. Previous to this, Alan held senior positions at Goldman Sachs...

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Andrew Harvie

Senior Client Portfolio Manager at Columbia Threadneedle Investments

Andrew Harvie is a senior client portfolio manager in the Global Equities team and heads the EMEA equity client portfolio management group. His role is to articulate the team’s investment views and capabilities to existing and...

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Camille Korschun

Fellow in Family Philanthropy at IMD in Lausanne

As a researcher, educator, and public speaker, Camille investigates why and how business families own and give together. Her work explores how families develop ownership purpose across generational and organizational boundaries. Combining academic rigor with...

Read more about Camille

James Cook

Senior Vice President, Investment Director, Emerging Market Equities at Federated Hermes Limited

James joined in November 2011 and is Head of Investment Directors & Specialists. Within his role, he oversees the team of investment specialists supporting all equity, fixed income and multi-asset products and is also investment...

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Mamdouh Medhat

Research Director and Vice President at Dimensional Fund Advisors

Mamdouh Medhat, PhD, a London-based Research Director and Vice President, conducts theoretical and empirical asset pricing research with a focus on return drivers and their implementation in systematic strategies. He often collaborates with Dimensional’s academic...

Read more about Mamdouh

Niklas Tell

Founder, Tell Media Group

Niklas Tell is the founder and chief content officer at Tell Media Group, a Swedish based research and publishing company focused on the asset management industry. He is the driving force behind the company’s research,...

Read more about Niklas

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