Dutch Pension Fund Investors' Annual Conference
08.30 : Registration and Coffee
09.00 : Welcome & Opening Remarks
Fred Jaffe, Executive Director, Specialist Pension Services
09.05 : Session 1: Pension Reform & Investment Implications
Philip Menco, Principal, Fortunis & Pension Fund Investment Committee Member
Stefan 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 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
Moderator: Paul van Gent, Chief Investment Officer, Corestone Investment Managers
Jörg 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 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 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
Moderator: Joris Heijting, Consultant & Investment Committee Member, Loyalis
Jacco 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 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, Senior Investment Strategist, Achmea Investment Management
Roelof Salomons, Chief Strategist, Kempen Capital Management
16.00 : Drinks reception followed by Close of Conference
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.
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
1077 BA Amsterdam
Tel: +31 20 673 59 22
July 12, 2018 Le Meridien Piccadilly, London
August 30, 2018 Le Meridien Piccadilly, London
September 13, 2018 Le Meridien Piccadilly, London
September 20, 2018 Apollo Hotel, Amsterdam
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