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CONFERENCE DETAILS

SPS Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

November 22, 2022

The Dilly, London

Purpose

This conference will examine a range of property, infrastructure and real asset investment strategies and
explore the ways pension funds can use them to provide scheme specific goals such as stable and
sustainable returns, risk management and diversification. We will also consider how Brexit, the pandemic
and other systemic changes/shocks have impacted performance and prospects, as well reviewing some of
the key practical considerations such as liquidity, ESG compliance, access, cost and implementation issues.

 
Programme

09.00

Registration

09.30

Session 1

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Moderator:

Richard Butcher

Managing Director

ZEDRA

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Senior Director, Investments

Willis Towers Watson

Current opportunities and challenges in real assets

How are market conditions affecting how pension funds think about their real asset allocation?  What defensive and proactive actions could be taken?

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Deputy CIO, Equity

Newton Investment Management

Inflation: Building a case for infrastructure investing?

With prices of everything – from fuel to fruit salad – feeling the pinch of inflation, and amid justified concerns about the potential for global recession, where can investors find assets that are detached from the economic cycle with the potential to provide an element of inflation protection?  We think global listed infrastructure is the one area of the investment universe offering defensive business models, liquidity and the contractual ability to pass through inflationary pressures before they even start to have an impact. While other businesses will be playing catch-up, we believe this investment segment stands alone as being on the front foot with inflation.

10.45

Tea/Coffee break

11.15

Session 2

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Moderator:

Georg Inderst

Independent Advisor

Inderst Advisory

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Head of Asset-Based Lending

Federated Hermes Limited

Real Estate Debt: Moving from “not worthy” to “noteworthy” in a new economic environment

This presentation will discuss the role Real Estate Debt can play in a changing economic environment. As we move from “lower for longer” to “high inflation and low growth” we see a distinct function for real estate debt strategies in the management of balanced private market real estate portfolios. With the evidence from the last couple of years still fresh in our mind we explore how to move Senior Real Estate debt strategies from “not worthy” to “noteworthy”.

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Chief Investment Officer

XPS Pensions Group

The role of property and infrastructure assets in a low dependency portfolio

The draft pension scheme strategy regulations set out a strict requirement for schemes to migrate to a low dependency portfolio by the time the scheme is significantly mature. It also highlights the need for sufficient liquidity to match cashflows. What implications does this have for the role of infrastructure and property assets in pension scheme investment and what role might illiquid infrastructure and property assets play in a highly resilient portfolio? We will explore the implications for the various different asset types and illustrate how schemes can determine an approach that’s right for them.

12.25

Lunch

13.40

Session 3

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Moderator:

John Forbes

Independent Consultant

John Forbes Consulting LLP

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Head of Fund Management Residential UK

Edmond de Rothschild

The case for UK Private Rented Sector - excessive demand and a low supply of suitable housing

  • UK has the oldest housing stock in Europe – 81% was built pre 1990

  • Demand for new residential properties remains persistently high and is driven by a variety of unrelenting factors 

  • Supply on the other hand continues to be constrained and repeatedly fails to provide enough new dwellings

  • The sector requires institutional investment and offers a secure and granular income stream with a natural correlation to wage inflation 

DC and Illiquid Asset

Opportunities for pension funds in illiquid assets.

Speakers include:

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John Forbes Consulting

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Melville Rodrigues Consulting & Trustee, Social Market Foundation

Pension fund case study

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Trustee

Nationwide Pension Fund

15.15

Close of conference and 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.

 
Venue

The Dilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: +44 (0)20 7734 8000

https://thedillylondon.com/

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

Media Partners

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