| 9.00am |
Registration and coffee
|
| 9.45am |
Chair’s introduction and overview
Allan Course, Independent Pension Scheme Trustee, Capital
Cranfield Trustees
|
| 10.05am |
Scheme health check
Trustees need an accurate measurement of their scheme’s liabilities before they
can implement an appropriate investment strategy. How can they ensure that their
funding valuations are reliable?
Con Keating, Head of Research, BrightonRock Group
Presentation
|
| 10.30am |
Buy-out: considerations for trustees and sponsoring
employers
For those considering defined benefit pension buy-out there are a range of
factors that will influence the decision, including price, funding, timing and
legal aspects. Not least of these is the choice of provider. This session will
be addressing the options that are available.
Mark Wood, Chief Executive, Paternoster
Presentation
|
|
10.50am
|
Q&A & Interactive voting
|
|
11.05am
|
Coffee break
|
| 11.30am |
LDI and the credit crisis – threat or opportunity?
Will weakness in the banking sector undermine the rapid growth in Liability
Driven Investment strategies? Or are they even more important than ever? Hear
how a successful LDI strategy can mitigate potential credit risk and
significantly reduce the impact of a bank defaulting on its obligations even
before the first swap is traded.
Shalin Bhagwan, Derivative Structurer, Legal & General
Investment Management
Presentation
|
| 11.50am |
Real Assets: Preparing for an Inflationary Regime
How should investors manage their strategic asset allocation in readiness for
the secular, macro expectation for increasing inflationary pressures? We look at
how real assets can diversify and protect your portfolio during this regime
shift, if applied before the shift has completed.
Antoinette Eltz; Product Manager, European and UK Real
Return strategies, Pimco
Presentation
|
| 12.10pm |
Absolute return strategies moving mainstream
In a more uncertain and volatile environment for equity markets there is a
growing desire by pension funds to diversify. Increasingly, alternative assets
are being used to meet future liabilities and provide a more stable profile of
returns. Various forces are coming together that are accelerating interest in
absolute return strategies.
Andy Sowerby, Managing Director, Martin Currie Investment
Management
Presentation
|
|
12.30pm
|
Q&A & Interactive voting |
|
12.45pm
|
Lunch
|
| 1.45pm |
Private Equity – Numbers Demystified
Private equity has become a foundational asset class for many corporate and
public pension funds. However, measures of private equity performance,
benchmarks, allocations and exposure remain inconsistent and confusing. This
session will provide practical quantitative approaches to help you measure your
private equity exposure.
Marwan Naja, Head of Private Equity, Pictet Asset
Management
Presentation
|
| 2.05pm |
Emerging Market Equities: Issues and Opportunities
Is it still a good time to be investing in emerging markets? What are the issues
facing investors looking to enter these markets? And what are the factors
involved in the selection of managers?
These are just a few of the questions that will be addressed during this
session.
Mark Roxburgh, Executive Officer, Nomura Asset Management
Presentation
|
| 2.25pm |
Hedge Fund Indexing, a viable alternative to hedge fund of funds
• The attraction of hedge fund indices: trends in the alternative
investment market
• Index Tracking vs. Investable Indices
• Hedge Fund Indexing as a core allocation
Michelle Dunne, Director, Credit Suisse Alternative Investm
ents, Credit Suisse
Presentation
|
| 2.45pm |
Investment options for DC members
With the majority of member contributions being directed into the default
option, trustees should be considering a new breed of Total Return Funds and
Alternatives as the scheme default option. As DC schemes are gaining critical
mass, better alternatives to the default options that are currently available
should be considered.
Olivia Mayell Vice President, Portfolio Manager for the
Global Multi-Asset Group, JP Morgan Asset Management
Presentation
|
|
3.05pm
|
Q&A & Interactive voting |
|
3.15pm
|
Coffee Break
|
| 3.35pm |
Keynote Speaker
Roy Carr, Director, Foresight Trustees
Presentation
Followed by Panel Discussion
Monica Ma, Partner, Pensions and Employee Benefits, Simmons
& Simmons
Steve Artingstall, Investment Manager, Railpen
|
|
4.35pm
|
Chair’s closing remarks
Allan Course, Independent Pension Scheme Trustee, Capital
Cranfield Trustees
|
|
4.40pm
|
Networking Drinks
|