Sam Roberts  Head of Investment Consulting - Cartwright

Sam heads the investment consulting team at Cartwright, with overall responsibility for the quality of the investment advice provided by the team, the fund manager research and the smooth implementation of Trustees’ investment decisions. Sam is also the lead investment consultant for his own portfolio of clients, covering all aspects of investment strategy and investment-related consulting. Sam believes that investment strategies can be relatively sophisticated without being over-complicated or expensive, and that every pension scheme is unique. He enjoys helping clients to prioritise those areas that will have the most beneficial impact, to better understand and manage their investment risks, and to implement practical cost-effective scheme-specific solutions to help to achieve their (and their members’) objectives. Sam is a qualified actuary and worked for over 10 years as a pensions actuary before switching to investment consulting. He believes that this helps him to better understand both sides of a pension schemes’ balance sheet (i.e. both the assets and the liabilities). This is particularly important when considering liability-related assets such as LDI and bulk annuities, the interaction between the different measures of the liabilities, and the potential investment implications of liability management exercises.



Infrastructure & Real Asset Investment Strategies for Pension Funds

June 18, 2019

Le Meridien Piccadilly, London 

Investment Strategies & Cash Flow Management for Maturing Pension Funds             

July 11, 2019                                    Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds  

September 5, 2019

Le Meridien Piccadilly, London 

Alternative & Innovative Investment Strategies Conference for Pension Funds 

September 12, 2019

Le Meridien Piccadilly, London   

ESG Investments & Issues for Dutch Pension Funds

September 24, 2019

Apollo Hotel, Amsterdam 

Nordic Institutional Investors' Conference

October 3, 2019

7A Strandvägen, Stockholm

Property & Infrastructure Investment Strategies for Pension Funds 

October 10, 2019

Le Meridien Piccadilly, London 

Current Investment Issues for Pension Funds                  

November 7, 2019

Le Meridien Piccadilly, London

ESG & Topical Investment Issues for Local Authority Pension Investors

November 14, 2019

Le Meridien Piccadilly, London 

Annual Northern Investment Conference for Pension Funds 

November 21, 2019

The Met Hotel, Leeds

Private Equity & Debt Investors' Annual Seminar

December 5, 2019

Le Meridien Piccadilly, London