CONFERENCE DETAILS

 

21st Annual DC Pension

 

Investment Developments

 

 

19 April 2018
London – Le Meridien Piccadilly Hotel

Programme

  

21st Annual DC Pension Investment Developments


08.45    :    Registration and Coffee

 

09.15    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.25   :      Session 1:  Real Assets & Private Markets

 

Gerald Wellesley Moderator: Gerald Wellesley, Director, HR Trustees

 

 

 

 

Vince ChildersVince Childers, Senior Vice President, Portfolio Manager, Diversified Real Assets, Cohen & Steers

 

Introducing Real Assets into DC Schemes 

Real assets are widely recognized as a core asset class for investors of all types, offering attractive returns with the important additional benefits of diversification and inflation sensitivity. But DC schemes lag far behind their DB counterparts in adopting real assets and integrating them in any meaningful sense into default funds. This can be explained by the absence of DC-friendly products that are daily dealing and low cost, but innovative new products are set to change that at a time when the outlook for both equities and bonds looks most uncertain, and the need for real assets has arguably never been greater.  Here we will explain the importance of real assets to DC plans and share experiences from across the Atlantic on how best to implement an allocation. 

 

 

 

Roberto CagnatiRoberto Cagnati, Managing Director, Co-Head Portfolio Management, Partners Group

 

Private Markets/Alternative in DC

Introduction to private markets as an asset class. Why do private markets have a place in a DC pension shceme's portfolio? How can DC pension schemes access private markets? How to comply with DC-specific requirements. Illustrative private markets portfolio allocations for DC pension schemes.

 

 

10.40     :    Coffee/Tea

 

 

11.10     :    Session 2: Alternative Risk Premia & De-Risking

 

Anthony CharlwoodModerator: Anthony Charlwood, Investment Manager, TPT Retirement Solutions

 

 

 

 

 

Katherine MageeKatherine MageeVice President, J.P.Morgan Asset Management

 

The Benefits of Using Alternative Risk Premia in DC Schemes

The concept of risk premia and factor-based investing is becoming more and more common across the Asset Management industry. During this session, we'll describe the philosophy and rationale behind factor-based investing and how to implement factor-based strategies.  We'll also provide a case study of how alternative risk premia can be beneficial for DC members by reducing overall volatility while still contributing meaningfully to expected return.   

 

  

Garrett HarbronGarrett HarbronInvestment Strategist - Vanguard Asset Management

 

Simplify, Simplify

In the spirit of Henry D. Thoreau, "our life is frittered away by detail ... simplify, simplify", this session will explore the different approaches to de-risking as a member approaches retirement, presenting both the theory and the evidence on what works best in each scenario.

  

12.25    :     Drinks and Lunch

 

13.35    :     Session 3: 

 

 

Bob HymasModerator: Bob Hymas, Trustee Executive, BESTrustees

 

 

 

 

   

Steve CharltonSteve Charlton, Managing Director, DC Pensions, EMEA & Asia, SEI

 

Master Trust Performance  - One size does not fit all

Despite being critical to the future retirement of huge swathes of the UK population, largely, defaults are constructed to a one size fits all design, which takes little account of the needs of the members within them or the employers selecting them.  The reality is that scheme defaults should be as different as the workforces invested in them and performance should be judged on the objectives to which they were built. This means that it's not only ok for performance to be different across schemes, but positively desirable. This presentation will look at how DC Defaults can be constructed and evaluated in a way that makes sense for the members they serve.

 

 

Speaker tbc

 

Topic to be confirmed

 

 

  

14.50         Coffee/Tea

 

15.10         Session 4: Practical Issues/Panel Session

  

Jerry Gandhi

Moderator: Jerry Gandhi, Pensions Manager UK & Ireland, Schneider Electric UK Ltd Pension Plan 

 

 

 

  

Brendan WalsheBrendan Walshe, Investment Consultant, The Pensions Regulator

 

An Update from The Pensions Regulator

This session will provide an update on the Pensions Regulator's current priorities, in particular looking at the new responsibilities around authorisation and ongoing regulation of master trusts. There will also be an update on TPR's ongoing work on the 21st century trustee, raising standards of trusteeship and governance.

 

 

Niall AlexanderNiall Alexander, Director, Head of DC Solutions, P-Solve

 

Are you Up-to-date with Recent Developments in Relation to DC Schemes?

So much has changed over the last few years in the world of DC pensions. Recent regulatory requirements have changed the role of trustees , with consideration needed regarding minimum quality standards, the Chair's Annual Statement, value for members, the DC code of practice, transparency, Trustee training, governance committees, pension taxation, pension flexibilities, scheme transfers, auto-enrolment, the issue of guidance vs advice, understanding disclosure requirements among other things. With all of these areas for Trustees to consider, we focus on what really matters for today's trustees and whether good governance is simply following regulation, or goes beyond that.

 

A panel of pension scheme executives will talk about their pension fund's investment strategies and experiences.  Panelists to include: 

 

Jerry Gandhi Jerry Gandhi, Pensions Manager UK & Ireland, Schneider Electric UK Ltd Pension Plan

 

 

 

  

16.45    :    Drinks Reception & Close of Conference

Purpose

For the 21st edition of this valuable and increasingly popular conference, we will be looking at a range of the most important issues facing DC pension schemes.  We will aim to examine the latest trends in administration, communication and member engagement, new ideas for investment opportunities and consideration of risk and performance of the different approaches relative to member outcomes.
 

Cost

The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.

Venue

Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574

www.lemeridienpiccadilly.co.uk

 

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

MAP

FUTURE
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