CONFERENCE DETAILS

 

Dutch Pension Fund Investors' Annual Conference
 

 

22 March 2018
Apollo Hotel, Amsterdam

Programme

  

Dutch Pension Fund Investors' Annual Conference


08.30    :    Registration and Coffee

 

09.00    :    Welcome & Opening Remarks

 

FredFred Jaffe, Executive Director, Specialist Pension Services

 

 

 

  

09.05   :      Session 1: Pension Reform & Investment Implications

 

Philip MencoPhilip Menco, Principal, Fortunis & Pension Fund Investment Committee Member

 

 

 

  

 Stefan LundberghStefan Lundbergh, Director, Cardano Insights, Supervisory Board, AP4 (Sweden)

 

The New Dutch Pension System: Are Reforms Necessary?

 This session aims to look at the changes to the pension system and ask whether a new system is a necessary and welcome development. We will also look at international comparisons as well as reforms currently being undertaken in other countries. Are the changes a positive step forward or an unnecessary change to one of the best capitalised pensions systems in the world?

 

 

Gaston SiegelaerGaston Siegelaer, Independent Advisor on Pensions & Investments

 

 Certainty and Investment Risk in a New Pension Arrangement: How to Tailor it?

 

  • Looking at risk from a participant's perspective and why 'duty of care' regulation pushes this perspective
  • How it looks like in a DB and DC scheme: examples with asset allocations and lifecyles
  • Opportunities in the new legal pension environment: combining certainty with pure DC
  • Tailoring the building blocks: an example

 

 

 

10.15    :    Coffee/Tea

 

10.45    :     Session 2: Current Investment themes

  

Paul van GentModerator: Paul van Gent, Chief Investment Officer, Corestone Investment Managers

 

 

  

 

 

Jorg SchneiderJörg Schneider, Equity Portfolio Manager, Union Investment

 

Innovative, Forward-looking, Growth-oriented: Why Sustainable Investments can lead to Greater Returns

 Currently, the world economy is moving on a steady growth path. The stock market rally is no longer only a result of higher valuations, but is also supported by robust earnings, For investors, the inclusion of sustainability criteria in the investment process can play an important role not only for responsibility, but also for investment opportunity reasons. The implementation of the UN's Sustainable Development Goals can also lead to better returns for investors by investing in future driven companies as well as doing something good for the society and the environment at the same time.

 

 

 

Alex IllingworthAlex Illingworth, Fund Manager Global Select and Mid Wynd International Investment Trust, Artemis Investment Management 

 

Demographic and Equities

Demographic change is one of the most dependable and predictable forces investors can incorporate into their analysis. The impact that ageing populations are having on developed economies is well understood. But this process is now accelerating at a greater pace in emerging markets. This session will explore this trend and examine some of the wide-ranging investment opportunities that it creates.

 

 

Marcus SchaenMarcus Schaen, Senior Manager Fixed Income, MN

 

The Investment Case for Dutch Mortgages

Dutch pension funds are set to substantially expand their investments in Dutch residential mortgages over the next few years. This session will look at the investment case for mortgages and the experience to date. It will also consider the future for this asset class and look at alternative credit opportunities which may also be used to match liabilities.

 

 

12.40     :    Drinks and Lunch

 

13.50     :    Session 3:  Investment Strategies

 

Joris Heijting  Moderator: Joris Heijting, Consultant & Investment Committee Member, Loyalis

 

 

 

 

  

Jacco HeemskerkJacco Heemskerk Head of Investments Netherlands, Willis Towers Watson

 

Responding to Megatrends

This talk will discuss the findings of a large survey into Megatrends. It looks at what these different Megatrends are and how these global macro forces will transform businesses and ultimately affect global investment.

 

Joanna KennilaJoanna Kennilä, Institutional Relationship Manager, European Investment Fund

  

 Opportunities in European Private Equity

 A look at the future for European SMEs and the case for pension funds investing in them. Can we expect continuing venture capital and private equity commitments from a wide range of investors? What returns can such investors expect to see?

 

 

Managing Risk and Return in this difficult Investment Environment   INVESTOR PANEL

Although volatility has been low and there is global growth, many investors are increasingly concerned about equity, bond and currency markets as well as high valuations within private markets. How are different investors approaching this and to what extent are they changing investment strategy or allocations to cope with these unusual investment times?  

 

A panel of Dutch investors to include:

 

Coen van de Laar Coen van de Laar, Senior Investment Strategist, Achmea Investment Management 

 

 

 

 

Roelof SalomonsRoelof Salomons, Chief Strategist, Kempen Capital Management

 

 

 

 

16.00    :     Drinks reception followed by Close of Conference

Purpose

This conference will be conducted in English and will be targeted at Dutch and other Benelux pension funds, although pension funds and institutional investors from the UK and other parts of Europe are also welcome. We will seek to examine the most pressing and important challenges and opportunities facing the Dutch pension fund industry in a participatory setting that encourages questions, debate and discussion. We aim to include consideration of the performance potential of different strategies, practical issues and legislation.
 

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

Apollolaan 2

1077 BA Amsterdam

Tel: +31 20 673 59 22

 

www.apollohotels.co.uk

FUTURE
CONFERENCES

 

Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 12, 2018                                 Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds

August 30, 2018                                Le Meridien Piccadilly, London

Alternative & Innovative Investment Strategies for Pension Funds

September 13, 2018                          Le Meridien Piccadilly, London

Investment Insights & Issues for Dutch Pension Funds

September 20, 2018                          Apollo Hotel, Amsterdam

Nordic Institutional Investors' Conference

October 2, 2018                              7A StrandvägenStockholm

26th Annual Property Investing for Pension Funds

October 11, 2018                              Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 8, 2018                            Le Meridien Piccadilly, London

Local Authority Pension Funds' Investment Strategies

November 15, 2018                          Le Meridien Piccadilly, London

Investment Conference for Pension Funds

November 22, 2018                          V&A Marriott, Manchester

Private Equity (& Debt) Investors' Annual Seminar

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