Venue information 

CONFERENCE DETAILS

 

Infrastructure & Real Assets Investment Strategies for Pension Funds
 

 

18 June 2019
London – Le Meridien Piccadilly Hotel

Programme

  

Infrastructure & Real Assets Investment Strategies for Pension Funds


08.45    :    Registration and Coffee

 

09.20    :    Welcome & Opening Remarks

 

FredFred Jaffe, Executive Director, Specialist Pension Services

 

 

 

  

09.25   :      Session 1:  Infrastructure

 

Moderator: Leyland Otter, Independent Investment Consultant

 

 

 

  

 

Ingrid Edmund, Senior Portfolio Manager, Columbia Threadneedle Investments

 

Managing Volatility in Infrastructure

Sector diversification is often highlighted as a risk mitigant for Infrastructure funds. However, risk, as measured by volatility of returns, has more to do with macro factors impacting on the specific income profile of the underlying infrastructure assets.   This presentation will outline how a dynamic portfolio construction framework, based on macroeconomic factors of GDP Growth, inflation and interest rates, when effectively applied, will better control volatility and deliver consistent performance through economic cycles.

 

  

Cassie WinnCassie Winn, Vice President, Infrastructure Investment Group, J.P. Morgan Asset Management

 

ESG is Vital to Infrastructure Investing

As an asset class, infrastructure provides direct exposure to ESG and plays a critical role in the essential functions and sustainability of communities and their environments. A forward looking ESG strategy provides a long-term focus on safe operations, stakeholder engagement, and environmental stewardship and also views risks, opportunities and trends that are material to each business. The importance of governance, hidden values of “S” and ESG implementation at the portfolio company-level are fundamental to investment outcomes. 

    

10.40     :    Coffee/Tea

  

11.10     :    Session 2: Real Assets

 

Linda McAleerModerator: Linda McAleer, Senior Investment Consultant, Hymans Robertson

 

 

 

 

 

 Martin Davies, President & CEO, Westchester Group

 

Investing in Farmland 

Macro-economic forces and demographic trends underpin the value proposition of direct equity investment into farmland. Learn why now is the right time to invest, how a global approach can enhance diversification benefits to hedge against risk and how an active management approach, embedding sustainability into the investment process, can further increase the opportunity to capture value increases while mitigating risk. 

 

 

Keith BalterKeith BalterDirector of Economic Research, Hancock Natural Resource Group (HNRG)

 

Timber and Farmland: working together in a mixed asset portfolio to reduce variance in returns

Timberland and farmland assets have been used and tracked as components of institutional portfolios for over two decades, establishing a strong histori­cal record of performance, low to mod­erate risk, and favourable diversifica­tion characteristics.  While investors have generally treated timberland and farmland as separate asset classes, both are income generating and land ap­preciation investments with biological growth components. Both offer com­parable risk-adjusted returns and in­flation protection. Structuring coordi­nated investments in these two natural resources has the potential benefits of generating operational efficiencies and augmenting the risk-reducing diver­sification of a broader portfolio.

 

12.25    :    Drinks and Lunch

 

13.35    :    Session 3:  Alternatives

 

Georg InderstModerator: Georg Inderst, Independent Consultant 

 

 

 

Julia Pyke Julia Pyke, Nuclear Development Director, EDF Energy

 

EDF Energy: Sizewell C

Since infrastructure became accessible to private investors, its popularity has grown almost exponentially. Last year, global fundraising for privately owned or ‘unlisted’ infrastructure projects reached a new record level $85 billion in 2018. EDF’s Sizewell C nuclear power station is a new opportunity for pension fund investment. This session will explain why the project is an attractive proposition for funds and an ESG compliant model for future low carbon energy investment in the UK.

 

 

Anastasia Guha, Head of UK & Ireland, PRI

 

Climate Change, Energy Transition and Responsible Investment Strategies

The transition to a lower-carbon global economy presents opportunities and threats to real asset investors.  Sustainable infrastructure offers a compelling route to profit from this rapidly developing theme, but investors must be careful to understand an evolving set of market, regulatory, and business model risks.  Can real asset strategies help insulate portfolios to the disruptive impacts of climate change? 

  

14.50    :    Coffee/Tea

 

15.10    :    Session 4: Practical Issues & Pension Fund Insights

 

John ForbesModerator: John Forbes, Independent Consultant

 

 

 

  

Paul Jayasingha, Global Head of Real Assets, Willis Towers Watson 

 

Best Ideas in Global Real Assets: Value Add & Opportunistic Strategies

What are the global real asset investment considerations? The importance of manager selection. Implementation considerations. Typical fund characteristics. Example portfolios.

  

Pension Fund Insights

How should pension funds react to the major economic challenges that lie ahead? A panel of pension scheme executives and trustees will talk about their pension fund’s infrastructure investment challenges and solutions.  Panellists to include:

 

Sibrand DrijverSibrand Drijver, Senior Investment Strategist, TKP Investments

 

 

 

Mark HedgesMark Hedges, Chief Investment Officer, Treasury Division, Nationwide Pension Fund Trustee Ltd.

 

 

  

16.25   :    Drinks Reception & Close of Conference

Purpose

With increasing numbers of pension funds seeking to significantly increase their allocation to infrastructure and real asset, this conference aims to help them to assess the various options by examining a range of infrastructure and real asset investment strategies and highlighting the latest trends and the prospects for both the global and UK markets. We will also seek to address practical issues such as liquidity, fees, transparency and implementation. 

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

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