Yusuf Samad  Trustee - Sodexo Pension Fund

Yusuf has over 40 years of experience in investing, investment consulting and banking. He currently acts as a professional pension fund trustee and consultant on investment matters. Until July 2018, Yusuf was an Investment Principal at the Pension Protection Fund responsible for managing the alternative credit, global real estate and private equity portfolios. Before joining the PPF in 2012, Yusuf was a senior investment consultant with Aon Hewitt advising UK pension schemes.  He served as Secretary to the Marathon Club, a group of trustees and senior executives that promoted and issued guidance on long-term investing for pension schemes. Formerly a trustee and investment committee member of the Citibank (UK) Pension Scheme, Yusuf is presently a trustee of the Sodexo Pension Scheme.  Yusuf has over 25 years experience as a banker with Citibank. He was a Senior Credit Officer and Managing Director for relationship banking with the fund management sector in the UK and Europe and a corporate banker in Bahrain and Pakistan. Yusuf is a Fellow of the Society of Investment Professionals, a Chartered Financial Analyst (CFA) and a CAIA (Chartered Alternative Investment Analyst (CAIA). He was Chairman of CFA UK and served on its board for 11 years. Yusuf holds an MBA from the University of Wisconsin- Madison and a BS in Electrical Engineering from the same university. Yusuf is actively engaged in education and training. He teaches the Endowment Model and Pension Fund Investment on the Topics in Asset Management course at London Business School. He has worked as a trainer for the CFA curriculum and has developed and delivered training in portfolio management, fund manager selection, corporate finance and credit analysis. He organises the Value Investing Stammtisch, a group that meets monthly to discuss individual investment opportunities.



Irish Pension Fund Investment & Current Issues             

June 11, 2019

The Westbury, Dublin

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