CONFERENCE DETAILS

 

Investment Insights for Dutch Pension Funds & Institutional Investors
 

 

21 September 2017
Amsterdam – Apollo Hotel

Programme

  

Investment Insights for Dutch Pension Funds & Institutional Investors


08.30    :    Registration and Coffee

 

09.00    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.05   :      Keynote Address & Impact Investing

 

 Moderator: Marcel Jeucken, Managing Director Responsible Investing, PGGM

 

 

 

 

Natasha Braginsky MounierFieke van der Lecq, Crown Member, SER; Professor of Pension Markets, VU

 

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 McSkimmingRoss 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 schaeferChristopher 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 Andres Perez, Associate Portfolio Manager, AGF Investments

 

 

De-globalisation

 

  •  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

  

HeadshotModerator:  Wouter Weijand, Chief Investment Officer, Providence Capital

 

 

 

   

Ankul DagaAnkul 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.

 

  

Headshot

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.

 

15.10         Coffee/Tea

 

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.

 

Panellists include:

 

Alex Neve Alex Neve, Director of Fixed Income, Univest

 

 

 

 

Jacco HeemskerkJacco Heemskerk, Chair, Cindu Pension Fund; President, CFA Society Netherlands

  

 

 

 

 Roland van den Brink, Manager Investments, Appolaris

 

 

 

16.30    :    Drinks Reception & Close of Conference

 

Purpose

This conference aims to examine a range of topical investment issues relevant to Dutch pension funds and other institutional investors.
 

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

Apollo Hotel, Amsterdam

 

www.apollohotels.nl

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