CONFERENCE DETAILS

 

Local Authority Pension Funds' Investment Strategies
 

 

15 November 2018
London – Le Meridien Piccadilly Hotel

Programme

  

Local Authority Pension Funds' Investment Strategies


08.45    :    Registration and Coffee

 

09.20    :    Welcome & Opening Remarks

 

FredFred Jaffe, Executive Director, Specialist Pension Services

 

 

 

  

09.25   :      Session 1:  Topical Issues

 

Eric LambertModerator: Eric Lambert, Independent Investment Advisor

 

 

 

 

Jim StrangJim Strang, MD, Head of Europe, Hamilton Lane

 

Accessing Private Markets: Current Status and Progress of the industry

This talk will look at the evolution and development of private markets investment. Covering structural evolution of the markets over time and discussing the different ways of accessing the markets in today's world.

 

 

Steven SmithSteven Smith, Investment Director, Capital Group

 

Artificial Intelligence: Shaping the Future of Investing?

Artificial intelligence (AI) may be the most transformative and disruptive advancement since the Industrial Revolution. We take a closer look at how AI is not an abstract future development but is happening now as we unpick its history, evolution and potential long term implications for investors. Is AI poised to fuel the next wave of innovation, providing opportunities for companies and investors in the process? Find out in this session.  

 

 

10.40    :    Coffee/Tea

 

11.10     :    Session 2: Income from Property & Infrastructure 

 

Karen ShackletonModerator: Karen Shackleton, Senior Advisor, MJ Hudson Allenbridge

 

 

 

 

 

Niren Patel, Investment Strategist, Aviva Investors

 

Planning for Cash-Flow Negativity

With a growing number of Local Government Pension Schemes planning for cash-flow negativity, there is increased interest in generating income from real assets, particularly given the low yield environment. There are a range of benefits of implementing an income focused real asset portfolio, but investors need to understand the challenges to make the approach work for them. In this session we ill examine how the LGPS can invest in real assets. Specifically: 1) How to tailor a real assets portfolio to meet cash-flow needs; 2) What we can learn and improve from insurance companies who use a similar approach but are constrained by their regulatory environment; 3) What the LGPS pools need to consider when building options for their scheme clients.

 

  

Ian MasonIan MasonDirector, Portfolio Manager, AEW UK Real Return Fund

 

The changing role of real estate income in cashflow matching strategies

The solutions for Local Authority pension schemes needing higher yielding returns to match cash flow liabilities and help to plug any deficits in funding that may exist; Growing sustainable income streams from alternative real estate and investing in acyclical trends with traditional value investing; Investing in the benefits of property as a real asset to protect against rising bond yields. Issues affecting real estate from LGPS pooling.

 

 

Angus HendersonAngus Henderson, Head of Business Development, BMO Real Estate Partners

 

Build to Rent:

Helping address the UK housing shortage whilst generating a Sustainable Income

 Recent developments may provide investors with a sustainable income through the provision of affordable rental accommodation for middle income earners and key workers. We will discuss how institutional capital can help address shortages in affordable housing, allow tenants to put down roots creating sustainable communities whilst aligning interests between the Local Authority and the Pension Fund. We look at why supply/demand dynamics within the private rental sector remain favourable for LGPS investors in spite of the rise of the build to rent funds. 

    

 

12.50    :     Drinks and Lunch

 

14.00    :     Session 3: Management of Assets

 

 

John HarrisonModerator: John Harrison, Advisor, Border to Coast Pensions Partnership

 

 

 

 

 

Wolfram KlingerWolfram Klingler, Managing Partner, XTP Group

 

 

    

Dean JohnsonDean Johnson, Group Pension Investments Officer, J Sainsbury plc

 

Improving Cost transparency and Net Return: Big data in action!

Managing costs in asset management can help boost return and safeguard your interests as investors. This talk will look at new ways of understanding the true costs of investing (beyond TER) and consider how to achieve an extra net return in the portfolio without adding any risks or making changes to the manager mix. The Sainsbury Pension Scheme will explain how they have increased their cost efficiency. 

 

  

Julian CrippsJulian Cripps, Managing Director, RPMI Railpen

 

Building an Investment Capability

As the LGPS pools start to manage LGPS funds, this talk will share the experience of RPMI's investment function as it transitioned from managing investments for a single scheme, to managing the investment issues of a number of different employer schemes. How have the the internal operations adapted to meet the new demands and what are the lessons learned which may be relevant for both LGPS pools and their client funds?

 

15.15    :    Coffee/Tea

 

 

15.30         Session 4: LGPS Perspectives  

 

Moderator: John Raisin, Independent Advisor, London Borough of Waltham Forest

 

 

 

   

Douglas GreenDouglas Green, Partner, Hymans Robertson

 

LGPS Current Issues

A look at topical investment and other current issues affecting the LGPS Scheme and its constituent funds.

 

 

 

What's on the Agenda

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

 

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

 

 

 

 

 

George GrahamGeorge Graham, Fund Director, South Yorkshire Pension Authority 

 

 

 

 

 Denise Le Gal, Chair, Brunel Pensions Partnership

 

 

   

16.45    :    Drinks Reception & Close of Conference

Purpose

This conference will look at investment strategies for Local Authority pension funds including gaining income, particularly through property and sustainable house building, Artificial Intelligence and its impacts on markets and an update on investing in private markets.
 

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
CONFERENCES

 

 

Investment Conference for Pension Funds

November 22, 2018                          V&A Marriott, Manchester

Private Equity (& Debt) Investors' Annual Seminar

December 11, 2018                          Le Meridien Piccadilly, London

Annual Bond Investment Strategies for Pension Funds

January 10, 2019                           Le Meridien Piccadilly, London 

Investment Strategies for Pension Funds

February 14, 2019                           Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 7, 2019                              Copenhagen

Local Authority Pension Fund Investment Issues 

March 13, 2019                              Le Meridien Piccadilly, London   

Annual Investment Strategies for Dutch Pension Funds            

March 21, 2019                              Apollo Hotel, Amsterdam

Fiduciary Management & Investment Governance for Pension Funds                   

April 10, 2019                                Le Meridien Piccadilly, London 

Annual DC Pension Investment Developments & Current Issues

April 17, 2019                                Le Meridien Piccadilly, London 

ESG & Sustainable Investment Strategies for Pension Funds

May 9, 2019                                    Le Meridien Piccadilly, London   

Irish Pension Fund Investment & Current Issues             

June 11, 2019                              Dublin

Infrastructure & Real Asset Investment Strategies for Pension Funds

June 18, 2019                                Le Meridien Piccadilly, London 

Investment Strategies & Cash Flow Management for Maturing Pension Funds             

July 11, 2019                                    Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds  

September 5, 2019                            Le Meridien Piccadilly, London 

Alternative & Innovative Investment Strategies Conference for Pension Funds 

September 12, 2019                          Le Meridien Piccadilly, London   

ESG Investments & Issues for Dutch Pension Funds

September 24, 2019                          Apollo Hotel, Amsterdam 

Nordic Institutional Investors' Conference

October 3, 2019                    7A Strandvägen, Stockholm

Annual Property Investment Strategies for Pension Funds 

October 10, 2019                           Le Meridien Piccadilly, London 

Current Investment Issues for Pension Funds                  

November 7, 2019                            Le Meridien Piccadilly, London

ESG & Topical Investment Issues for Local Authority Pension Investors

November 14, 2019                          Le Meridien Piccadilly, London 

Annual Northern Investment Conference for Pension Funds 

November 21, 2019                          The Met Hotel, Leeds

Private Equity & Debt Investors' Annual Seminar

December 5, 2019                            Le Meridien Piccadilly, London

OUR CONFERENCES