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.


Inaugural Irish Pension Fund Investors' Conference

June 7, 2018                                  The Westbury, Dublin

Infrastructure & Real Asset Investment Strategies for Pension Funds

June 14, 2018                                 Le Meridien Piccadilly, London

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

December 11, 2018                          Le Meridien Piccadilly, London