CONFERENCE DETAILS

 

Annual Northern Investment Conference for Pension Funds
 

 

16 November 2017
Leeds – the Met Hotel

Programme

  

Annual Northern Investment Conference 


09.00    :    Registration and Coffee

 

09.30    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.35   :      Session 1:  Looking to the Future

 

Ben Gold Moderator:  Ben Gold, Head of Pension Investment, North, Xafinity Consulting

 

 

 

 

Jignasa PatelJignasa Patel, Head of Client Relations, UK, AMX

 

The Future of the Asset Management Industry

The current institutional asset management model is inefficient. Innovation and centralisation strategies have transformed other industries. There is no reason why we shouldn’t challenge how the investment industry is currently organised to fundamentally transform institutional investment for the benefit of the end saver.

 

 

Stepehn Macklow-SmithStephen Macklow-Smith, Managing Director, J.P. Morgan Asset Management

 

2018 Long-Term Capital Market Assumptions and Implications for Pension Schemes

A review  of the 2018 Long Term Capital Market Assumptions. Now in its 22nd year of publication, the Assumptions provide an annual assessment of the long-term outlook across all major asset classes and markets over the next 10 to 15 years. The product of in-depth analysis, these assumptions are designed to inform asset allocation decisions.

 

  

10.50    :    Coffee/Tea

 

11.10    :    Session 2:  Topical Investment Ideas

 

Janine WoodModerator: Janine Wood, Director, Independent Trustee Services

 

 

 

  

Charles FrenchPaul Flood, Portfolio Manager, Multi Asset TeamNewton Investment Management

 

How Diversification can Close the Income Gap

How further asset class flexibility via a multi-asset approach can help to grow income and enhance returns.

  

  

Nick WarminghamNick Warmingham, Senior Investment Director, Private Markets,Cambridge Associates

  

Too late for Private Credit? The Private Credit Investment Opportunity Today

Is it the right time to be allocating to private credit, or has the window of opportunity passed? Which parts of the credit spectrum offer the most attractive returns? In a heated environment, what are the key concerns?

 

Colin McKenzie, Head of CROCI Intelligence, Deutsche Asset Management

 

 An Economic Approach to Fundamental Company Analysis

 Earnings as an inadequate measure of company profitability;    The three problems encountered by earnings, esp. for global investors; Types of value trap resulting from these problems;   The advantages of using bottom-up analysis in investment after proper due diligence (to capture economic reality in companies) in areas that are traditionally seen as the domain of top-down thinking; The aggregation of company data to drive sector and regional allocation;  Capital cycle analysis using aggregation examples.

 

 

13.00    :     Drinks and Lunch

 

14.15    :     Session 3:  Pension Strategy & Case Study Experiences

 

 

Chris RobertsModerator:  Chris Roberts, Trustee & Head of North of England, Dalriada Trustees

 

 

 

   

Andrew Warwick-ThompsonAndrew Warwick Thompson, Chief Executive, LGPS Central

                                                                                                             Keynote Address

 

Investment Pooling: How is Local Authority Pooling being Achieved and Can it be Applied to Corporate Pensions?

This topical talk will look at the merits, practical hurdles and future challenges of Local Authority pooling and ask to what extent these lessons are applicable to the corporate pension sector: a topical discussion among the PLSA and others. Andrew has recently been appointed as CEO of the £40bn Central Pool, one of the new Local Government Pension Scheme asset pools, and also has extensive leadership experience in private and public pension funds in his roles in consultancy, pension trusteeship and most recently the Pensions Regulator.

 

 14.50    :    Panel Discussion

 

The pension fund panel will talk about their pension fund profile, investment experiences or a particular project the fund is currently involved in.  Panellists:

 

David Hawksworth David Hawksworth, Trustee, Northern Gas Networks Pension Scheme

 

 

 

Colin MaloneyColin Maloney, Trustee, United Utilities Pension Scheme

 

 

 

   

15.30    :    Drinks Reception & Close of Conference

Purpose

This year our annual event covers 3 areas:
We wll start by looking at the future of the asset management industry and an annual survey of long term capital market assumptions. What are the implications of these for pension fund investment management? Next we look at 3 topical areas within pension fund investment: diversifying investments to enhance income; private credit – has the opportunity gone; and assessing the economic valuation of global equities. Finally our keynote speaker Andrew Warwick-Thompson, CEO, LGPS Central together with our pension fund panel will help shine a light on practical experiences and successful pension fund management for the long -term.

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

The Met Hotel, Leeds

King Street

Leeds LS1 2HQ

Hotel Tel: 0113 245 0841

www.hotelmetleeds.co.uk

 

 

 

MAP

FUTURE
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Private Equity (& Debt) Investors' Annual Seminar

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