FUTURE

CONFERENCES

CONFERENCE DETAILS

Property & Infrastructure Investment Strategies for Pension Funds 

October 10, 2019

London – Le Meridien Piccadilly, London

Purpose

This conference will take a broad look at the investment opportunities available to Pension Funds in the property and infrastructure sectors, both direct and indirect, liquid and illiquid, quoted and unquoted. After reviewing recent performance we aim to examine the prospects of the various approaches as well as to consider how they can be used to best achieve pension funds' specific risk and return objectives. We will also seek to address related practical issues such as incorporating ESG factors, liquidity constraints, risk management, transparency requirements whilst controlling fees and other costs.

Programme

Property & Infrastructure Investment Strategies for Pension Funds

08.45

Registration and coffee

09.15

Welcome and opening remarks

Trevor Cook

Managing Director

Specialist Pension Services

09.25

Session 1: Global & UK Real Estate

Forbes-John.jpg

Moderator:

Independent Consultant

Hamilton Oliver 2019 bio_edited.jpg

Principal

The Townsend Group, an AON Company

Global Perspectives on Real Estate Investing

Institutional investors remain acutely focused on high levels of economic uncertainty. Taken together with the cyclical nature of real estate, many are asking what this means, and where opportunities lie, for their portfolios. This session will share views on the global outlook for real estate markets, explore the different investment themes emerging around the world and consider why now could be a good time to consider global real estate investments.

Leonard-Anthony-80x100.jpg

Head of UK Real Estate

Credit Suisse Asset Management

UK Commercial Real Estate

A look at different sectors and trends/dynamics in the industry. View on Brexit and impact on commercial real estate. Case study on key sectors.

10.40

Coffee/Tea

11.10

Session 2: UK Income & Capital Strategies

Hymas-Bob-80x100.jpg

Moderator:

Trustee Executive

BESTrustees

Legge Tim bio_edited.jpg

Fund Manager, Investment Committee and Investment Team

Tritax Group

Active Income Investing in the UK into the 2020s

  • Income remains the main driver of ungeared real estate returns in the UK

  • The drivers behind why real estate sector returns are at their most diverse in a decade

  • How global megatrends continue to shape Real Estate sectors

  • Recent yield compression has made annuity and prime investing a more difficult strategy to execute and successfully secure value

  • “Active” income investing incorporates the potential to improve the asset and income stream

Crosbie-Paul-80x100.jpg

Fund Manager

M&G Real Estate

Capturing Value: Timing and Specialist Expertise

At a time of record low bond yields and diminishing core real estate returns, forecast to be 4.3% per annum over the next five years, the case for investing in a UK value-add strategy backed by a strong component of income is becoming more compelling.  Heightened risk aversion and market uncertainty is dominating sentiment during the ongoing Brexit negotiations. This is creating volatility in the capital markets and a divergence of pricing between core and non-core assets. The lack of development activity across the sectors for the past ten years has severely restricted supply levels. The fundamental demand/supply imbalance across the occupational markets supports the case for taking income risk. This presents an opportunity to target fundamentally well–located non-core assets then actively asset manage the real estate to add income, extend the lease-term and enhance the capital value over time to dispose into an improved property market.

12.25

Drinks and lunch

13.35

Session 3: Infrastructure

Walton James 2019.jpg

Moderator:

Sector Specialist - Global Real Estate

MJ Hudson Allenbridge

Butani Anish 2019_edited.jpg

Director Infrastructure

bfinance

Infrastructure Investment: The Experiences of Investors

Infrastructure is attractive to pension investors because it can offer downside protection, diversification, inflation protection in addition to a stable income stream. It is however also seen as a complex investment and difficult to access for many investors. How are UK investors accessing infrastructure and what are their experiences to date? How do they compare with investors in  other countries, such as Australia? What are the current trends and challenges in infrastructure investing for UK investors of different sizes?

Pyke-Julia.jpg

Nuclear Development Director

EDF Energy

EDF Energy: Sizewell C

Nuclear energy is receiving renewed interest as an attractive proposition for funds and an ESG compliant model for future low carbon energy investment in the UK. Since infrastructure became accessible to private investors, its popularity has grown almost exponentially. Last year, global fundraising for privately owned or ‘unlisted’ infrastructure projects reached a new record level $85 billion in 2018. EDF’s Sizewell C nuclear power station is a new opportunity for pension fund investment

14.50

Coffee/Tea

15.10

Session 4: ESG Issues & Pension Fund Insights

Scott Keith_edited.jpg

Moderator:

Director

LawDeb Pension Trustees

Hale-duncan-80x100.jpg

Senior Investment Consultant

Willis Towers Watson

ESG in Property and Infrastructure Investment

Private market investments offer different challenges for investors considering ESG issues. This talk will look how ESG considerations can be taken into account when investing in property and infrastructure.

Pension Fund Insight

Case study perspective in these asset classes from one of the largest UK pension funds.

Dowdall Paddy_edited.jpg

Assistant Executive Director, Pensions

Greater Manchester Pension Fund

16.20

Drinks reception and close of conference

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. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 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

Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574

www.lemeridienpiccadilly.co.uk

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

SPS Virtual:
Nordic Institutional Investors: ESG, Impact & Sustainable Investing

October 1, 2020

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

October 8, 2020

SPS Virtual:
Investment Strategies & Cash Flow Management for Maturing Pension Funds

October 21, 2020

SPS Virtual:
Current Investment Issues for Pension Funds

November 5, 2020

SPS Virtual:
LGPS Investors: ESG, Responsible & Sustainable Investing

November 12, 2020

SPS Annual Northern Investment Conference for Pension Funds, Manchester

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

SPS ESG & Impact Investing for Pension Funds, London

December 3, 2020

Le Meridien Piccadilly, London

SPS Annual Bond Investment Strategies for Pension Funds

January 14, 2021

Le Meridien Piccadilly, London

SPS Annual Investment Strategies for Dutch Pension Funds

January 21, 2021

Apollo Hotel, Amsterdam

SPS Investment Strategies for Pension Funds (DB & DC)

February 11, 2021

Le Meridien Piccadilly, London

SPS Nordic Insitutional Investors' Conference

March 4, 2021

Radisson Collection Royal Hotel, Copenhagen

SPS Local Authority Pension Fund Investment Issues

March 17, 2021

Le Meridien Piccadilly, London

SPS Seeking Income & Stable Returns for Pension Fund Investors

April 15, 2021

Le Meridien Piccadilly, London

SPS ESG & Impact Investment Strategies for Pension Funds

May 11, 2021

Le Meridien Piccadilly, London

SPS Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

Le Meridien Piccadilly, London

SPS Irish Pension Fund Investment & Current Issues

June 3, 2021

Royal College of Physicians

SPS Asset Strategies & Risk Management for Pension Funds Copy Copy

June 15, 2021

Le Meridien Piccadilly, London

SPS Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 8, 2021

Le Meridien Piccadilly, London

SPS Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

Le Meridien Piccadilly, London

SPS Optimising Value in Bonds for Pension Funds

September 2, 2021

Le Meridien Piccadilly, London

SPS Alternative Investment Strategies for Pension Funds

September 16, 2021

Le Meridien Piccadilly, London

SPS Sustainable Assets & ESG Investing for Dutch Pension Funds

September 29, 2021

Apollo Hotel, Amsterdam

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

October 6, 2021

Le Meridien Piccadilly, London

SPS Nordic Institutional Investors’: ESG, Impact & Sustainable Investing

October 19, 2021

Stockholm

SPS Current Investment Issues for Pension Funds

November 9, 2021

Le Meridien Piccadilly, London

SPS Local Authority Pension Funds’ Sustainable Investment Strategies

November 18, 2021

Le Meridien Piccadilly, London

SPS Annual Northern Investment Conference for Pension Funds

November 24, 2021

Leeds

SPS Private Market Investors’ Annual Seminar

December 7, 2021

Le Meridien Piccadilly, London

Media Partners

IPE-micro-web-copy.png
Savvy Investor 2019.jpg

COVID-19

Given the continuing situation with Coronavirus/Covid-19, we have taken the decision to run some of our conferences virtually. Our updated conference calendar gives the dates of those events and the events we are currently planning to hold physically.

SPS conferences is a division of Specialist Pension Services Limited

Registered Address: Northside House, Mount Pleasant, Barnet, Herts, EN4 9EE

Registered in England & Wales No 2706061

Contact Us  |  Privacy Policy

  • White Twitter Icon
  • White LinkedIn Icon