FUTURE
CONFERENCES

CONFERENCE DETAILS
SPS Secure Income & Infrastructure Investment for Pension Funds
April 7, 2022
The Dilly, London
What to expect at this event
As pension schemes face a growing demand to generate reliable income, against a backdrop of rising inflation and interest rates, this conference will examine a range of investment strategies such as infrastructure, structured finance, real assets and other asset classes that aim to achieve targeted income and stable returns. Gain insights from the presentations given by the industry expert speakers, as well as the panels and Q&A sessions. These are led by professional trustees and consultants to ensure the key questions and priorities for pension funds are being covered. With a focus on pension fund attendees, the conference will also provide plenty of opportunities for friendly discussions and networking with your peers.
Programme
This will be a full day conference with timings of:
09.00
Registration
09.30
Session One
Chief Investment Officer
XPS Pensions Group
Has the Russian invasion changed the landscape for secure income investing?
• Should higher inflation drive demand for inflation linked assets?
• Will we see an accelerated focus on renewable energy?
• Can secure income continue to deliver a healthy illiquidity premium?
• How are fund innovations improving access for investors
Head of Direct Lending
HSBC
Role of Direct Lending within Secure Income
Direct Lending has become an increasingly attractive option for investors seeking attractive risk adjusted returns against the backdrop of the past decade’s ultra-low interest rate environment. With the reality of inflationary pressures and rising interest rates, investors need to think carefully about allocations across. Income generating strategies in private debt and fixed income. This presentation will provide a Direct Lending market update and discuss how it can benefit investors and why it should be considered as part of an efficient fixed income portfolio.
10.45
Coffee Break
11.15
Session Two:
LawDeb
CIO Infrastructure Debt & Structured Finance
Edmond de Rothschild Asset Management
How does Infrastructure Debt provide secure income and measureable impact against the backdrop of Energy Transition and evolving ESG regulation?
Is now the time to re-consider infrastructure debt as an asset class that provides much needed secure income plus positive environmental and social impact? Climate change, covid and ESG regulation have accelerated further the need for financing new infrastructure in sectors such as next generation energy, digital infrastructure, cleaner utilities, green transport and social infrastructure with energy efficiencies. Looking beyond traditional infrastructure we will consider these 21st century sectors and themes, plus benefits and challenges for investors. Through case studies we will show how sustainable managers can and must integrate ESG factors into investments so they are concrete as well as measureable. On the latter, we will discuss the metrics that can be used to measure sustainability and alignment for UK pension schemes.
Managing Director
Fiera Capital
Investing into mid-market Infrastructure
• What is mid-market infrastructure
• Core and core+ investing within the mid-market space and the types of assets you can invest in
• How this type of investing has fared during the pandemic and in the current global environment
• The benefits of core/core+ mid-market investing including examples such as the ability to protect against inflation risk
• A practical example of these types of investments and how all this comes together
12.30
Lunch
13.45
Session Three:
Senior Director Infrastructure
bfinance
Investing in Infrastructure in an inflationary environment
Independent Consultant
John Forbes Consulting
A turning point in ESG
• Regulatory change in the EU and UK, and what comes next;
• The challenge for real estate and infrastructure
• Ensuring what managers have to provide matches what investors need
• The “S” and the “G”.
15.00
Refreshments
15.30
Close
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are 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 3 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
The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.