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CONFERENCE DETAILS

SPS Annual Bonds: Investment & Risk Management Strategies

January 12, 2023

The View at the Royal College of Surgeons, London

Purpose

This conference is for pension investment teams and trustees both in the public and private sector and is free to attend. As an Annual event, it helps kick off the year for bond investors with topical, high quality investment information.  If you haven’t already received an invitation please click “request an invite” below.

As Bonds and LDI hit the limelight with dramatic changes to pension funds’ investment and funding environment, this event will provide a chance to consider fixed income investment strategies once the dust has settled.

Expert speakers from investment managers, consultants, the regulator and pension funds themselves lead the debate. Plus our Q&A sessions hosted by investors encourage audience engagement and allow you to find out more about certain topics or have the chance to ask the questions that concern you. You’ll also have the opportunity to discuss issues with your peers and the speakers during the breaks.

Programme
Programme

09.00

Registration

09.30

Session 1: Economic overview and Credit investing today

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Moderator:

David Brickman

Professional Trustee

Independent Trustee Services

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CEO & Chief Market Strategist

Longview Economics

Economic Crisis and Bond Investment: What now?

The investment climate has changed dramatically over the last few months. What are the trends and factors investors should be considering? What does the future hold for the power blocks of US, China and Europe and how will that impact UK fixed income investors? 

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Portfolio Manager

AXA Investment Managers

Credit in the New Pensions Landscape

With the dramatic changes in the landscape for UK pension schemes, we’ll look at:

  • The latest themes in credit markets; where we are today and where to find value now

  • How the role of credit for pension schemes has changed

  • Credit and the endgame; optimising credit portfolios to meet schemes’ requirements now

10.45

Mid-morning refreshment break 

11.15

Session 2: Topical issues: EM debt and green bond investing

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Moderator:

Martin Veasey

Professional Trustee

Veasey Associates

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Head of Emerging Market Fixed Income

Pictet Asset Management

Opportunities in Emerging Market (EM) Debt

EM Debt has been rocked by inflation, rate risks, a rising dollar and geopolitical tensions. But default worries are overdone.

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Senior Advisor, Climate Bonds Initiative 

Founder and CCO, ClimateAligned

Green Bonds and Sustainable investing in public fixed income markets

What are the latest developments to incorporate responsible investing into fixed income and to what extent is standardisation improving.

12.25

Lunch

13.40

Session 3: Update from the regulator and all things LDI

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Moderator:

Andrew Harrison

Trustee Director

Law Debenture

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Senior Investment Consultant

The Pensions Regulator

Update from The Pensions Regulator

  • Liquidity and risk management affecting LDI 

  • DB funding 

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Partner

Mercer

Reassessing LDI and fixed income investment strategies  

  • The investment scenario of the last 10 years has changed dramatically.

  • Investing in a higher rate environment and the impact for pension fund portfolios/endgame strategies. 

  • Looking at the risk management/liquidity trade-offs pension funds now need to make to their investment strategies with a focus on private/public debt and LDI.

Pensions panel – Fixed Income, Funding and all things LDI 

Speakers include:

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Head of Client Investment Solutions

RPMI Railpen

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Trustee Director

20-20 Trustees

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Professional Trustee

Capital Cranfield

And speakers from the afternoon session

15.30

Close of conference followed by drinks reception

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.

RESOURCES
Venue
Venue

The View at the Royal College of Surgeons

38-43 Lincoln's Inn Fields
London
WC2A 3PE

Tel: 020 7869 6703

https://www.rcseng.ac.uk/about-the-rcs/contact/

The View is centrally located at Lincoln’s Inn Fields within easy walking distance of Holborn (Piccadilly and Central lines) and Temple (District and Circle Lines) underground stations. It is a short taxi or underground journey from most major rail stations. Two NCP car parks are situated nearby.

Media Partners

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