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CONFERENCE DETAILS

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

October 6, 2021

The Dilly, London

Purpose

This conference will examine a range of property, infrastructure and real asset investment strategies and discuss the different ways pension funds can use them to provide scheme specific goals such as stable returns, income and diversification. We will also consider how recent events, both local such as Brexit and global such as Covid-19, have impacted performance and prospects and will review some key practical considerations such as liquidity, ESG, access, cost and implementation issues.

 
Programme

Full details to be announced

This will be a full day conference with approximate timings of:

08.30

Registration

09.00

Conference start

12.15

Lunch

16.30

End of conference followed by drinks reception

Speakers and topics confirmed so far:

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Co-Head of Institutional UK Real Estate

Columbia Threadneedle Investments

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Co-Head of Institutional UK Real Estate

Columbia Threadneedle Investments

UK Commercial Property: Back to basics – the case for diversified

Key themes will be:

  •  introduction: investment landscape & market context

  •  resilience & dynamism: why UK funds represent an attractive investment proposition

  •  conclusions: why now?

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President and CEO

Westchester Group Investment Management

Farmland & ESG

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Head of UK Residential & Euro Living

M&G Real Estate

Investment opportunities in affordable housing

The pandemic has highlighted the importance of home for us all, though it has also compounded long-standing problems in the housing market. Getting onto the housing ladder is more challenging than it already was, with house prices nudging record peaks. The need for affordable housing solutions is acute, and not just for first-time buyers.

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Head of EMEA Pensions Solutions & Advisory

J.P. Morgan Asset Management

Real Assets, Infrastructure & Stable Income Streams

  1. How real assets may be a better inflation risk mitigant than index-linked bonds, especially when appropriately diversified to reduce price volatility

  2. Ability of real assets to provide a stable, inflation-linked income stream, which is particularly vital in today’s ultra-low yield environment. For pension investors, the stable income generated by core real assets provides significant diversification benefits and helps give these assets their “bond proxy” or “alternative safe haven” status, especially through periods of market turbulence. The stable income stream produced by real assets can also help more mature pension funds facing significant outgoings to service their cash flows more effectively

  3. How Global diversification across real estate and infrastructure can help investors

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Director and Head of European Infrastructure

MetLife Investment Management

Infrastructure Debt as an asset class – including it in your portfolio

Why should investors add infrastructure debt to their portfolios.  Commenting on stability of the asset class and also the benefits you gain from investing privately in the asset class, which are not just an illiquidity premium.  The benefits can be highlighted particularly in stress scenarios such as covid (and the GFC).  What have we seen / did assets perform as expected / any surprises / defaults / economics etc.

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John Creswell

Managing Director of Duff & Phelps

Vontobel Asset Management

The growing appeal of listed infrastructure - how listed infrastructure can provide diversification, liquidity and growth for DB & DC schemes

Institutional investors have allocated to global listed infrastructure to benefit from its history of above-average income and moderate growth, lower correlations to other asset classes, and reduced sensitivity to market swings and economic cycles.  In this session, we will explore: What is listed infrastructure and what are the secular growth opportunities for the sector?  What does listed infrastructure offer vs. unlisted infrastructure?  And, perhaps one of the more pressing topics at hand, how can listed infrastructure protect against inflation?

Moderators confirmed so far:

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Moderator:

Georg Inderst

Independent Advisor

Inderst Advisory

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Moderator:

Jane Beverley

Director

LawDebenture Trustee Limited

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

Hhttps://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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