Current Investment Issues for Pension Funds
08.45 : Registration and Coffee
09.15 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.20 : Session 1: Looking Ahead & Multi-Assets
Moderator: Naomi L'Estrange, Director, 2020 Trustees
2025: A Pensions Odyssey
Journey into the future with us to understand what may be in store for schemes. How will this year's DWP announcement impact tomorrow's retirees? What is ahead for the DB and DC landscape following consolidation? Will CDC be part of the picture? How will this impact on investment strategies? To also include Responsible Investment and Real Estate.
Leandros Kalisperas, Head of Pensions Solutions, Aberdeen Standard Investments
Multi-Asset: an effective response to volatility or simply to changing market structures?
The frequent measuring of client assets relative to liabilities has naturally led to a focus on diversifying or exploiting volatility. Multi-asset investing has become an emblem of that trend, with strategies variously focused on capital preservation, newer opportunity sets and finding alpha. The combination of the strength of the equity bull run and reduced volatility has somewhat obscured a longer term trend: financing structures have changed with pension funds playing the part of lenders and structurers, as well as their traditional role as asset owners. In this setting, multi-asset investing should really be seen as defining a more sophisticated strategic asset allocation, rather than an optimisation of it.
Andrew Cole, Senior Investment Manager, Pictet Asset Management
The spread of returns across asset classes
How they change from one year to the next. More importantly can, and if so how, should pension funds take advantage whilst also keeping a close eye on defending and protecting capital.
11.05 : Coffee/Tea
11.35 : Session 2: Alternative Investment Strategies
Speaker to be confirmed, AGF Investments
Mutli Factor Investing
What are the benefits? What are the trends in the market place?
Jeff Skoglund, Chief Operating Officer, Fixed Income, AllianceBernstein
The Future of Fixed Income - How Innovative TEchnology can Yield Better Returns
Fixed income markets are evolving and creating challenges for investors. The market has rapidly expanded, yet post the financial crisis inventories and liquidity have shrunk. Clients need to ask their investment managers if they can meet three key challenges that could have significant impact, particularly in times of heightened stress; liquidity, scarce alpha and regulation. Empowering portfolio management teams by integrating sophisticated technology into robust fundamental and quantitative fixed income processes will be key to solving this.
12.50 : Drinks and Lunch
14.00 : Session 3: ESG
Moderator: Roger Mattingly, Director, PAN Trustees
Speaker to be confirmed
The Impact of a Growing Institutional Interest in ESG
What are the Megatrends we are seeing? Where is Institutional Investment having the most Impact? What is the Trend Index 2017 (which outlines key megatrends that are impacting the global economy and financial system) showing? How are Institutions implementing the UN Sustainable Development Goals (SDGs). What do the results from a PRI signatory survey show? Reviewing the major risks and opportunities for investors in terms of asset allocation, portfolio management, integration and active ownership.
Speaker to be confirmed
Clarifying the Role of ESG & Fiduciary Duty
The first quarter of 2018 has seen the publication of two major reports – the EC High Level Expert Group on Sustainable Finance (HLEG) and the UK Green Finance Taskforce - recommending measures to mobilise capital to deliver a more sustainable economy. Both reports highlight the importance of investor roles and fiduciary duty with respect to environmental, social and governance (ESG) issues. This session highlights key policy recommendations and their implications for DC pension funds.
15.15 : Coffee/Tea
15.30 : Session 4: Practical/Panel Session
A panel of pension scheme executives will talk about their pension fund's investment strategies and experiences. Panelists to include:
Sally Brid geland, Chair of the Investment Board, Local Pensions Partnership and Trustee, NEST
Yodia Lo, Senior Alternatives Analyst, Church Commissioners for England
16.15 : Drinks Reception & Close of Conference
On the 25th Anniversary of this always popular conference, we aim to examine, discuss and debate some of the more important and pertinent issues, challenges and opportunities currently facing pension fund investors, seeking ways to manage the many risks and to turn unexpected shocks into investment opportunities.
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.
October 2, 2018 7A Strandvägen, Stockholm
October 11, 2018 Le Meridien Piccadilly, London
November 8, 2018 Le Meridien Piccadilly, London
November 15, 2018 Le Meridien Piccadilly, London
November 22, 2018 V&A Marriott, Manchester
December 11, 2018 Le Meridien Piccadilly, London
January 10, 2019 Le Meridien Piccadilly, London
February 14, 2019 Le Meridien Piccadilly, London
March 7, 2019 Copenhagen
March 13, 2019 Le Meridien Piccadilly, London
March 21, 2019 Apollo Hotel, Amsterdam
April 10, 2019 Le Meridien Piccadilly, London
April 17, 2019 Le Meridien Piccadilly, London
May 9, 2019 Le Meridien Piccadilly, London
June 11, 2019 Dublin
June 18, 2019 Le Meridien Piccadilly, London
July 11, 2019 Le Meridien Piccadilly, London
September 5, 2019 Le Meridien Piccadilly, London
September 12, 2019 Le Meridien Piccadilly, London
September 24, 2019 Apollo Hotel, Amsterdam
October 3, 2019 7A Strandvägen, Stockholm
October 10, 2019 Le Meridien Piccadilly, London
November 7, 2019 Le Meridien Piccadilly, London
November 14, 2019 Le Meridien Piccadilly, London
November 21, 2019 The Met Hotel, Leeds
December 5, 2019 Le Meridien Piccadilly, London