mallowstreet University Manchester Roadshow: Accessing Investment Returns for Pension Funds
Thursday, 10 October 2019
09:00 - 13:00
King Street Townhouse, 10 Booth St, Manchester M2 4AW, UK
This event is now in the past
At this morning workshop, we will breakout into three 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.
Registration, Tea, Coffee and Breakfast
Welcome Address & Introductions
Investment Masterclass I: Real Estate Long Income – protecting the downside and making an impact | Renos Booth, Head of Real Estate Long Income | Aviva Investors
Renos Booth, Head of Real Estate Long Income will share his views on the increasingly important role real estate long income plays for pension schemes looking to de-risk to self-sufficiency against a backdrop of real estate market uncertainty. He will discuss how a focus on the credit risk of tenants and the ability to partner with local authorities like Salford City Council on regeneration projects, creates assets that manage downside risk, make a positive local impact and deliver secure, long-dated, and inflation-linked cashflows for pension schemes looking for income.
Tea, Coffee and Networking
Investment Masterclass II: Investing in an Increasingly Volatile Market | Stephen Tong, Product Specialist for Global Equities | Lazard Asset Management
Stephen Tong, Product Specialist for Global Equities discusses his expectations for below trend economic growth and slow, uneven equity market growth. In this environment, he believes investors should stay active. The broad distribution of individual stock returns, even in down markets, implies an opportunity to preserve capital and outperform. However, it also matters how one invests. Stephen will discuss why equity investment should focus on companies where future profitability and growth are less sensitive to the direction of economies or markets.
Investment Masterclass III: Navigating the Road to Buyout | Guy Freeman, Business Development | Rothesay Life
As pension funds map out their ‘end game’, many are working out how to fully transfer their liabilities to an insurer. In this Masterclass, Sammy Cooper-Smith will discuss the following areas and take Q&A on any topics related to risk settlement.
Lunch and Networking