Energy Transition and Investing - From Macro Impacts to Asset Allocation Across Asset Classes, 28.1.2026
Members event
date & time & location
28/01/2026 8:15-14:00 EET Pörssitalo, Helsinki /virtual attendance
The global energy transition is reshaping economies, industries, and investment strategies. Yet this transformation is unfolding in a world marked by geopolitical tensions, economic uncertainty, and growing questions about whether the green transition will truly materialize at the scale and pace required.
In this joint event by Finsif- Finland´s Sustainable Investment Forum and CFA Society Finland we explore the macroeconomic implications of the energy transition and examine what it means for asset allocation and investments across asset classes and geographies. The program features two keynote speeches and two panel discussions, offering insights into the risks, opportunities, and strategic considerations for investors navigating the shift toward a low-carbon future.
EVENT AGENDA
08:15 - 09:00 Registration and breakfast
09:00 - 09:10 Kicking off the day - Annika Esono Manninen, ESG Director, OP Asset Management
09:10 - 09:50 Keynote 1 - Nick Stansbury, Head of Climate Solutions, Asset Management, L&G
09:50 - 10:40 Panel session
Karoliina Loikkanen (moderator), Head of Sustainability, S-Bank
Edoardo Cilla, PhD, Director, Global Macro & Strategic Asset Allocation, Fidelity International
Nick Stansbury, Head of Climate Solutions, Asset Management, LGIM
Simon Michaux, PhD, Senior Scientist at Geological Survey of Finland/Geologian Tutkimuskeskus
Matti Hietanen, CEO, Finnish Minerals Group
10:40 - 11:10 Coffee Break
11:10 - 11:50 Keynote 2 - Ulf Erlandsson, CEO and Founder, Anthropocene Fixed Income Institute
11:55 - 12:50 Panel 2
Hanna Kaskela (moderator), Senior Vice President, Sustainability & Communications, Responsible Investment, Corporate Sustainability Governance, Varma
Ulf Erlandsson, CEO and Founder, Anthropocene Fixed Income Institute
Antti Raappana, CFA, Head of Equities, Aktia
Peter Lindström, CFA, Chief ESG Specialist, Danske Bank
Matteo Botto Poala, Managing director in infrastructure, Goldman Sachs Asset Management
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Q&A
12:50-13:00 Closing remarks
13:00-14:00 Lunch & Networking
The registration for the event is already closed. If you wish to attend the event or cancel your attendance, please email info@finsif.fi.
SPEAKERS
Nick Stansbury, Head of Climate Solutions, LGIM
Nick joined in 2013 as a Fund Manager in LGIM’s Global Equity team, focused on energy and natural resources. Prior to joining LGIM he was an Investment Director for Developed Asia and Global Emerging Markets at Standard Life Investments. He previously worked for an emerging market focused hedge fund investing in equities, convertible bonds and distressed debt. He has also worked in a corporate advisory role and as a software developer. Nick has a law degree (LLB.) and a Master’s in jurisprudence (MJur.), focused on securities law, from the University of Durham.
Edoardo Cilla, PhD, Director, Global Macro & Strategic Asset Allocation, Fidelity International
Edoardo Cilla is a Director in the Global Macro and Strategic Asset Allocation team at Fidelity International, where he leads the research related to the Capital Market Assumption model which is used to forecast risk and return of asset classes over the medium/long-term and to drive strategic asset allocation decisions. Edoardo joined Fidelity in 2022 from Vanguard where he was working in the Investment Strategy Group, responsible for the methodology development of the Vanguard Capital Market Model. In this role, he also contributed to the development of investment methodology for multi-asset funds and portfolios globally. Edoardo holds a BSc and MSc in quantitative finance from the University of Rome Tor Vergata and a PhD from EDHEC Business School.
Matti Hietanen,
CEO, Finnish Minerals Group
Matti Hietanen is the CEO of Finnish Minerals Group and Vice Chairman of the Board of Terrafame Oy.
Prior to his career in metals and mining, he has worked as a civil servant in the Ministry of Economic Affairs as well as in other ministries in Finland.
Antti Raappana, CFA,
Head of Equities, Aktia Oyj
Antti Raappana has served as the head of Aktia’s equity portfolio management since June 2025, responsible for Aktia’s active equity strategies and the equity portfolio management team. Antti has over 20 years of experience in asset management. Before Aktia, he worked as a Portfolio Manager at S-Bank and previously as a Chief Portfolio Manager at Danske Bank. During his career, Antti has managed equity funds investing in the United States, as well as global and emerging market Article 9 equity funds. Antti Raappana is a CFA Charterholder and has completed the CFA ESG Investing certificate and the FSA (Fundamentals of Sustainability Accounting) certificate. Antti Raappana served as the President of CFA Society Finland from 2020 to 2022. Antti holds a master’s degree in economics (University of Helsinki)
Simon Michaux, Senior Scientist, GTK
Simon Michaux is a Senior Scientist at the Geological Survey of Finland (GTK), working in the MTR Mineral Economy Solutions Unit within the Minerals Intelligence project. He holds a Bachelor of Applied Science in Physics and Geology and a PhD in Mining Engineering from the Julius Kruttschnitt Mineral Research Centre (JKMRC) at the University of Queensland. He has 18 years of experience in research and development in the Australian mining industry, followed by 12 months in the private sector at Ausenco, where he supported feasibility studies through geometallurgical analysis. At GTK in Finland, he initially worked in the Minerals Intelligence project within the MTR unit, before joining KTR as an Associate Professor in mineral processing and geometallurgy. He has since returned to Minerals Intelligence, where he currently serves as a Senior Scientist.
Matteo Botto Poala, Managing Director, Goldman Sachs Asset Management
Matteo Botto Poala is a managing director in Infrastructure within Goldman Sachs Asset Management, responsible for energy transition and environmental services in Europe. He serves on the Asset Management Infrastructure Investment Committee. Prior to assuming his current role, Matteo was a member of the Structured Finance team within the Financing Group. He joined Goldman Sachs in 2001 as an analyst and was named managing director in 2012. Matteo serves as a director on the board of Verdalia Bioenergy, a pan-European developer/operator of biomethane plants, and Amedes, a provider of diagnostic labs services in Germany and Belgium. Matteo earned a degree in business administration from Bocconi University in Milan in 2001. He is also an associate fellow of the Saïd Business School at the University of Oxford.
