CONFERENCE DETAILS

 

Local Authority Pension Fund Investment Issues
 

 

13 March 2019
London – Le Meridien Piccadilly Hotel

 

Programme

  

Local Authority Pension Fund Investment Issues 


08.45    :    Registration and Coffee

 

09.20    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.25   :      Session 1: Income and Risk Considerations

 

John Harrison  Moderator: John Harrison, Advisor, BCPP 

 

 

  

 

Kera van ValenKera van Valen, CFA , MD, Lead Portfolio Manager and Senior Research Analyst, Epoch Investment Partners

 

Equities as a Predictable and Consistent Source of Income  

The number of cash flow negative pension funds in the UK has grown and this trend is set to continue .Our presentation will discuss why we think equities should be considered as a reliable source of income. We will discuss the pros and cons of other income bearing asset classes; both those used historically (fixed income) and the alternatives asset classes gaining momentum currently such as infrastructure and private debt and compare these to equity investing. We will also discuss the characteristics and controls you need in a global equity income strategy in order to achieve the desired levels of income predictability and consistency etc. 

 

  

Thomas KieselsteinThomas Kieselstein, CIO, Managing Partner, Quoniam Asset Management

 

Craftsmanship Alpha - Creating Value for LGPS Funds in a De-Risking Environment

At a time when LGPS funds continue to be worried about risk and simultaneously seeking extra return, we explore how value can be systematically added through ‘craftsmanship alpha’ or skilful implementation, including more advanced factors and multi-dimensional optimisation. This presentation will examine how advanced factors, alternative data sets and even artificial intelligence can be used to add value without adding risk.

 

 

10.40     :    Coffee/Tea

  

11.10     :    Session 2: Private Markets & LGPS Funds Panel

 

Eric LambertModerator: Eric Lambert, Independent Investment Advisor

 

 

 

 

 

Padayachee Shaylen Shaylen Padayachee, Investment Manager, Private Markets, Aberdeen Standard Investments

 

Private Markets - A Tailored Approach

This presentation will focus on the tailored approach that is available for building and diversifying private equity specifically, and private markets generally, through custom built solutions.

 

 

Jerome SousselierJerôme Sousselier, Managing Director, European Infrastructure Equity, ICG and  

 

 

 

Max MitchellMax Mitchell, Senior Managing Director, Head of Direct Lending, Europe, ICG

 

Owning European Infrastructure

With attractive cash yields, good risk adjusted returns, low volatility and low correlation to other traditional asset classes; infrastructure is complementary to a portfolio. In this session we explore the different types of risk and return that are available to investors in mid-market infrastructure equity.

 

LGPS Funds Panel

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

 

Andrien MeyersAndrien Meyers, Head of Pensions, London Borough of Lambeth

 

 

 

Phil TriggsPhil Triggs, Tri-Borough Director of Treasury and Pensions, Westminster City Council

 

 

 

Peter WallachPeter Wallach, Director of Pensions, Merseyside Pension Fund 

 

 

 

Bridget UkuBridget Uku, Group Manager Treasury & Investments, London Borough of Ealing 

 

 

 

 

12.50    :    Drinks and Lunch

 

14.00    :    Session 3:  

 

Nobert FullertonModerator: Norbert Fullerton, Senior Advisor, MJ Hudson Allenbridge

 

 

 

Andrew Keirle, Portfolio Manager, T. Rowe Price

 

Is The Case for EM Debt Intact?

Emerging Market Corporate Debt is one of the fastest growing areas of global fixed income. This presentation will examine the characteristics, risks and benefits of this developing investment class and how it can be used to help diversify an investment portfolio. 

 

 

 

Frederic Hoogveld, Head of Investment Specialists, Index & Smart Beta Strategies, Amundi Asset Management

 

Passive ESG Investing Workshop

  • We will discuss the range of passive solutions for investors looking to improve the ESG profile of their overall portfolio in equity and fixed income space.
  • Analyse the progression from standard indexing to best-in-class strategies and thematic solutions.
  • Focus on how ESG can be intelligently integrated into indexing solutions to offer high-capacity, low-cost and low tracking-error access to ESG investing, and on the high visibility and impact offered by thematic strategies.

 

  

15.15    :    Coffee/Tea

 

15.30    :    Session 4: Consultant's View & LGPS Pools Panel

 

Moderator: Eric Lambert, Independent Investment Advisor

 

 

 

 

 

William MarshallWilliam Marshall, Head of LGPS Investment Clients, Hymans Robertson

 

The Consultants' View: Looking ahead in the LGPS

This session will address some of the other issues facing Local Authority pension investment, such as acting on improved funding positions, investment opportunities and the impact of pooling on transitions and governance arrangements.

 

LGPS Pools Panel

What is the approach of the new pools and how do they vary? The panel aims to highlight the different approaches and stages of development of the various pools. Panelists to include:

 

Chris HitchenChris Hitchin, Chair, Border to Coast Pensions Partnership

 

 

 

 

Denise le GalDenise Le Gal, Chair, Brunel Pension Partnership

 

 

 

 

Joanne SegarsJoanne Segars, Chair, LGPS Central

 

 

 

   

16.45   :    Drinks Reception & Close of Conference 

 

 

Purpose

With the new Local Authority investment pools now up and running, we’ll hear from both sides of this new relationship. A LGPS Funds Panel and a LGPS Pools Panel will give their different perspectives on the new landscape. At a time of heightened uncertainty across asset classes, we’ll also discuss a broad range of investment strategies designed to weather the storm and deliver consistent income, as well as diversifying strategies which aim to increase return.

 

Supported by:

 

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.

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