YardHouse Asset Management Lunch Event – Reflections and the road Ahead

Venue: Restaurant Aristo (Islands Brygge 4, 2300 København)
Date: 2026-01-30

Program (12:00–15:00)

12:00 – Introduction
Martin Rex Empacher – CIO, YardHouse Asset Management

2025: Brief Review of Financial Markets
YardHouse Asset Management

USD: Where to go in 2026?
Rasmus Gudum-Sessingø – Chief Analyst, Jyske Bank

YH Asset Management: Model Portfolios / Toolbox
Roberto Villafana – Investment Analyst, YardHouse Asset Management

Break & room for discussion

Cresco: Forestry and Timber Investments
Carsten With Thygesen – CEO, Cresco
Martin Briand Petersen – Investment Director, Cresco

Financial Outlook for 2026
YardHouse Asset Management

14:55 – Closing Remarks

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