Investment Insights for Dutch Pension Funds & Institutional Investors
08.30 : Registration and Coffee
09.00 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.05 : Keynote Address & Impact Investing
Moderator: Marcel Jeucken, Managing Director Responsible Investing, PGGM
A New Dutch Pension System & Investing for the Long Term
A move to long term investing and value creation is gaining traction but what does it mean in practice? SER proposals for a new pension system are due early Autumn. What do they reveal and how does this tie into long term sustainable pension investment?
9.40 : Global Equity Impact Investing: Panel session
Ross McSkimming, Investment Director, Equities, Standard Life Investments
Louise Kooy-Henckel, Investment Director, Equities, Wellington Management
Tomás Carruthers, Chief Executive, Social Stock Exchange
- What is impact Investing?
- Private versus Public markets
- Why should pension funds care about impact investing?
- What's the investment case?
- Why fundamental research is key to assessing financial returns and quantifying impact
- What are the opportunities, challenges and critical questions to ask of both investment managers and pension fund colleagues?
- What would an impact portfolio look like and where does it sit in an overall portfolio allocation?
- What are pension fund experiences of these investments?
10.55 : Coffee/Tea
11.20 : Session 2: Equity Investment Strategies
Moderator: Ramon Tol, Senior Fund Manager Equities, Blue Sky Group
Christopher Schaefer, Senior Portfolio Manager, Union Investment
European Stocks back in the Spotlight: Why Investors are taking another Look
- Topics and trends: Scrutinizing the key drivers for European equities
- Regions, sectors, styles: What's hot, what's not?
- Generating alpha: On the advantages of comprehensive fundamental analysis and sophisticated stock selection
- Adding value: Displaying the true benefits of active management for equity portfolios
Andres Perez, Associate Portfolio Manager, AGF Investments
- Approaching the tipping point? Examining market & political forces in de-globalisation
- Impact on employment, wages, corporate profits and returns
- How AI / Technology may upend previous norms
- Identifying winners and losers: benefits and risks by industry, market and corporate structure
12.40 : Drinks and Lunch
13.50 : Session 3: Approaches to Active & Passive Investing
Moderator: Wouter Weijand, Chief Investment Officer, Providence Capital
Ankul Daga, Senior Investment Strategist, Vanguard Asset Management
Active or Passive?
A framework for decision making
Investing actively is rarely an either/or decision. This session discusses the active-passive decision in terms of portfolio construction. We present a framework to help decide on the investment approach and highlight the key success factors for active investing.
Marlies van Boven, Managing Director Research & Analytics, FTSE Russell
Smart Beta meets Sustainability
The 2017 FTSE Russell Global Smart Beta Survey showed that 60% of EMEA respondents are looking to place ESG considerations into their smart beta strategies; motivated by investment led, rather than social or ethical reasons. This talk will look at combining ESG considerations with multi-factor preferences to create a single index solution.
15.30 Session 4: Investor Case Studies & Panel Discussion
Current Issues of concern for Dutch Pension Fund Investors
Investors will discuss current investment priorities and topics of interest for their pension fund. Topics to be covered include:
Incorporating sustainable investment in a fixed income portfolio.
Alex Neve, Director of Fixed Income, Univest
Jacco Heemskerk, Chair, Cindu Pension Fund; President, CFA Society Netherlands
Roland van den Brink, Manager Investments, Appolaris
16.30 : Drinks Reception & Close of Conference
This conference aims to examine a range of topical investment issues relevant to Dutch pension funds and other institutional investors.
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.
Apollo Hotel, Amsterdam
Alternative Credit and Private Debt Investing for Pension Funds
August 31, 2017 Le Meridien Piccadilly, London
September 14, 2017 Le Meridien Piccadilly, London
September 21, 2017 Apollo Hotel, Amsterdam
October 3, 2017 7A Odenplan, Stockholm
October 12, 2017 Le Meridien Piccadilly, London
November 9, 2017 Le Meridien Piccadilly, London
Annual Northern Investment Conference for Pension Funds
November 16, 2017 The Met Hotel, Leeds
November 23, 2017 Le Meridien Piccadilly, London
January 9, 2018 Le Meridien Piccadilly, London
January 18, 2018 Le Meridien Piccadilly, London
February 8, 2018 Le Meridien Piccadilly, London
March 8, 2018 Copenhagen
March 15, 2018 Le Meridien Piccadilly, London
March 22, 2018 Amsterdam
April 12, 2018 Le Meridien Piccadilly, London
April 19, 2018 Le Meridien Piccadilly, London
May 10, 2018 Le Meridien Piccadilly, London
June 7, 2018 Dublin
June 14, 2018 Le Meridien Piccadilly, London
July 12, 2018 Le Meridien Piccadilly, London
August 30, 2018 Le Meridien Piccadilly, London
September 13, 2018 Le Meridien Piccadilly, London
September 20, 2018 Amsterdam
October 2, 2018 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 Manchester