FUTURE
CONFERENCES
Programme
This will be a full day conference with approximate timings of:
09.00
Registration
09.30
Conference start
12.30
Lunch
16.30
End of conference
15.30
Close of sessions followed by drinks reception
Session 1: Geopolitics / Macro
Speaker and Topic to date:
Managing Director, Chief Investment Officer of Global Multi-Asset
Nomura Asset Management
Multi-Asset: Efficiently managing risk across market cycles
In this thought leadership session we try to address several important questions for investors in the coming years:
• What does the rising equity index concentration mean for portfolio diversification?
• What implications does the change in the geopolitical landscape have for various asset classes?
• How can investors prepare for a structural change in the macroeconomic environment?
Session 2: Governance & Fiduciary Duty in a Changing World
• Trustee competency and the investment skills gap: raising the bar without excluding volunteers
• Fiduciary duty reimagined: does purpose-alignment conflict with financial duty, or complement it?
• The case for and against delegated investment management models
Session 3: Impact and Mission Alignment — Moving Beyond the Buzzwords
• Measuring what matters: credible impact measurement frameworks for investment portfolios
• Catalytic capital: how foundations can use their balance sheets to unlock systemic change
• Greenwashing, impact-washing and the FCA: staying on the right side of the regulatory line
Chair:
Session 4: The Endowments Investing Challenge (Panel)
A panel exploring the key pressures facing endowments, including:
• Balancing perpetuity with short-term spending pressures as costs rise
• The total return vs. income debate in a higher-rate environment
• Whether traditional endowment models (60/40, alternatives-heavy) remain fit for purpose
• Small endowment viability: building a credible diversified portfolio below £50m
• The role of co-investment and pooling to improve access and reduce costs
• Benchmarking endowment performance: what does “good” look like?
Speaker to date:
Jenny Couper
Director of Finance and Resources, Cripplegate Foundation & Islington Giving
Session 5: Scenario session
Chair:
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
Farmers and Fletchers in the City
3 Cloth St,
London
EC1A 7LD
Tel: 020 7600 2064
Farmers and Fletchers is 1 minute from Barbican tube station, 5 minutes from St.Paul’s tube station
and very convenient for the new Farringdon Crossrail link.
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