CONFERENCE DETAILS

SPS Virtual: Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

Purpose

This conference will examine a range of fiduciary management and governance issues from both an investment and a practical perspective, including matters such as performance, ESG requirements, custody, regulation, transparency, cost management, selection & monitoring of providers and the role of superfunds. We also seek to include analysis of whether, and how, the strategies in place before the Covid Pandemic helped or hindered schemes and if there are lessons to be learned to provide future business resilience.

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Programme

This will be a virtual conference . Speakers and topics confirmed so far include:

09:30

Sponsor lounge opens

09:45

Registration & Meet and Greet

10:00

Session 1: Fiduciary Management in the New Environment & Journey to Buyout

Moderator:

Mike Smaje

Trustee Executive

BESTrustees

Ajeet Manjrekar

Co-Head, Solutions

River and Mercantile

Fiduciary management 2.0

This talk will review what has been learnt from the CMA process, recent regulatory guidance and the market volatility of 2020 and how these lessons can be embedded in Fiduciary Management for the benefit of pension schemes.

Colin Cartwright

Investment Partner

Aon

Your Buyout Journey: Doing it with More Certainty and Less Cost

There are many steps involved in getting your scheme prepared for a successful buyout transaction. But how far in advance should you start planning and how can this translate to more certainty and less cost for your scheme?

10:50

11:20

Mid morning break - Networking Session & Sponsor Lounges open

Session 2: FM & Investment Governance: Adapting to Different Market Conditions

Moderator:

Andrew Warwick-Thompson

Professional Trustee

Capital Cranfield

Jay Ions

Executive Director, Multi-Asset Solutions (MAS) Group

Goldman Sachs Asset Management

Putting Balance in Balanced Portfolios

Much of the value Fiduciary Managers (FMs) can offer comes from discretion to adapt a portfolio to evolving market conditions. 2020 saw significant changes in the market landscape influencing the key considerations for achieving diversification. We will consider how schemes have fared, recent asset flows and how trustees or their FMs should be ensuring they can get balance in their portfolios.

Kris Shergold

Client Partner

SEI

The Role of Liquidity in a Crisis: How much do you need?

Pension schemes have many draws on their cash, such as paying out benefits, member transfers and LDI collateral calls. The past year of uncertainty around COVID-19 has seen further demands for liquidity. Investing in illiquid assets, however, can bring diversification and return benefits to your portfolio. Using a framework to determine the appropriate level of liquidity required is important to ensure you can meet your cash needs especially in volatile markets. This talk will walk you through these considerations.

Tegs Harding

Director

Independent Trustee Services

Trustee perspective: Selecting a Fiduciary Manager

Considerations for trustees: the selection decision and incorporating ESG and other considerations into the process.

12:30

13:00

Discussion room and sponsor lounges open

Virtual conference closes

Cost

The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. SPS always reserves the right of admission (free or paid) and our decision is final.