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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

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Moderator:

Independent Consultant

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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.

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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

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Moderator:

Trustee Executive

BESTrustees

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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

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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

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Moderator:

Sector Specialist - Global Real Estate

MJ Hudson Allenbridge

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Director Infrastructure

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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?

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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

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Moderator:

Director

LawDeb Pension Trustees

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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.

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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.

ESG & Impact Investing for Pension Funds - Rescheduled date

December 3, 2020

Le Meridien Piccadilly, London

Irish Pension Fund Investment & Current Issues - Postponed

June 10, 2020 - Postponed

Royal College of Physicians, Dublin

Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 9, 2020

Le Meridien Piccadilly, London

Fiduciary Management & Investment Governance for Pension Funds - Rescheduled date

July 16, 2020

Le Meridien Piccadilly, London

Seeking Income & Stable Returns for Pension Fund Investors - Rescheduled date

July 23, 2020

Le Meridien Piccadilly, London

Local Authority Pension Fund Investment Issues - Rescheduled date

July 30, 2020

Le Meridien Piccadilly, London

Adding Value through Credit & High Yield Investing for Pension Funds

September 3, 2020

Le Meridien Piccadilly, London

Alternative / Innovative Investing for Pension Funds

September 17, 2020

Le Meridien Piccadilly, London

Dutch Pension Fund Investors: Focus on ESG & Impact Investing

September 23, 2020

Apollo Hotel, Amsterdam

Nordic Institutional Investors: Focus on ESG, Impact & Sustainable Investing

October 1, 2020

7A Strandvagen, Stockholm

Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 8, 2020

Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 5, 2020

Le Meridien Piccadilly, London

LGPS Investors: Focus on ESG, Responsible & Sustainable Investing

November 12, 2020

Le Meridien Piccadilly, London

Annual Northern Investment Conference for Pension Funds

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

Media Partners

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COVID-19

Given the escalating situation with Coronavirus/Covid-19, unfortunately we have taken the decision to postpone all SPS conferences up to 22 June 2020. New, but inevitably provisional, conference dates are being arranged. We will be making decisions very shortly regarding conferences after 22 June and we will directly notify everyone involved as well as updating our website.

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

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