mallowstreet Edinburgh Road Show: Accessing Investment Returns for Pension Funds
Wednesday, 25 September 2019
09:00 - 12:00
The Balmoral, Edinburgh, 1 Princes St, Edinburgh EH2 2EQ, UK
At this morning workshop, we will breakout into two Investment Masterclasses to hear the latest thinking from some forward-thinking asset managers. We will examine some of the key questions trustees should be focusing on in the current environment, new tools to evaluate risk, and where to find return.This unique half day workshop is Accredited by the Pensions Management Institute and is open to pension funds and their advisors.
Registrations, Breakfast and Networking
Welcome and Introductions
Investment Masterclass: Think like an insurer, invest like a pension scheme | NIren Patel, Investment Strategist, Global Investment Solutions | Aviva Investors
Lessons from the insurance sector can be helpful for pension schemes when investing in private assets. Unlike their insurer cousins, they are not constrained by stringent insurance regulations. This means that pension schemes can use their flexibility to “select against” insurers. In this Masterclass we will explore the types of private debt assets that might be suitable for pension scheme portfolios and will discuss how pension schemes can make the most of today’s opportunities in this competitive market.
Tea, Coffee and Networking
Investment Masterclass: 5 Questions to ask your Cashflow Driven Investing Manager
Sébastien Proffit, Head of Fixed Income Portfolio Solutions | AXA Investment Managers As pension schemes mature, their focus has moved on to cashflow management. Schemes across all sizes are reviewing their strategies to deliver pension and provide security and predictability of cashflows. We will discuss some important questions that our clients and their investment advisors have been asking in recent manager selection and educational meetings.
Lunch and Networking