CONFERENCE DETAILS

SPS Virtual:
Adding Value through Credit & High Yield Investing for Pension Funds

September 3, 2020

Purpose

Pension funds are under continued pressure to improve returns, generate cash flows and reduce volatility despite generally falling yields and increasing regulatory and governance requirements. This interactive virtual meeting will examine a range of strategies and opportunities that can enable pension funds to add value and achieve specific goals. We will also consider a number of practical issues such as implementation, interest rates, ESG requirements, political and geopolitical impacts, fees, liquidity and transparency.

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Programme

This will be a virtual conference with approximate timings of:

10.00

Session One: Credit & High Yield Investing and Pension Fund Case Study

Moderator:

Celene Lee

Principal, Investment Consulting

Buck

Jeff Boswell

Head of Developed Market Credit

Ninety One

Remaining selective and diversified in an uncertain world

Since March, the support measures provided by central banks and governments has created a significant tailwind for credit markets.
Credit spreads still remain wide of historic averages and offer the potential for compelling returns in a low yielding world
However, with a marked increase in credit defaults looming, how companies and sectors will fare in coming months is likely to be a complex and varied picture.
The scale of the moves in markets has meant that the relative-value equation between different markets is continually changing, providing great opportunities for flexible investors with a broad opportunity set.
Capturing the opportunity is going to be about identifying the winners and losers, with selectivity, dynamism and flexibility required

Azhar Hussain

Head of Global Credit

Royal London Asset Management

The dog that didn't bark

Post covid, what happened to those issues that pension investors were worried about at the end of last year?
Why didn't the High Yield risk ‘dog’ bark?
What are the implications for the future of High Yield investing for pension funds, and how do investors navigate this new terrain?

Gordon Ross

CIO and Investment Director for Fixed Income

LGPS Central

Pension Fund Perspective

11.00

Break

11.30

Session Two: SDGs, Emerging Market Debt and Consultant’s Perspective

Moderator:

Edward Levy

Director

LawDeb Pension Trustees

Erik Keller

Director Client Portfolio Manager (SDG) Credits

Robeco

SDG Investing in Credits

Giles Bedford

Executive Director

J.P. Morgan Asset Management

Emerging Market Debt

Trevor Castledine

Senior Director

bfinance

Consultant Perspective

12.30

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. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.