Programme

View the programme in PDF format

08:30 - 09:00	Registration & Coffee
09:00 - 09:05	Chair's Welcome and Introduction Jonathan Stapleton, Editor, Professional Pensions
09:05 - 09:35	Keynote Address Behavioural Finance Paul Craven, Head of EMEA Institutional Business, Goldman Sachs Asset Management
	Room A	Room B	Room C	Room D
09:40 - 10:10	Data Management ITM Limited	Fiduciary Management Mn Services Investment Management UK	De-risking Pension Corporation	Governance Barnett Waddingham
10:15 - 10:45	Governance Barnett Waddingham	Data Management ITM Limited	Fiduciary Management Mn Services Investment Management UK	De-risking Pension Corporation
10:45 - 11:15	Coffee and Networking
11:20 - 11.50	De-risking Pension Corporation	Governance Barnett Waddingham	Data Management ITM Limited	Fiduciary Management Mn Services Investment Management UK
11.55 - 12.25	Fiduciary Management Mn Services Investment Management UK	De-risking Pension Corporation	Governance Barnett Waddingham	Data Management ITM Limited
12:25 - 13:25	Lunch and Networking
13:30 - 14.00	Equities Russell Investments	Alternatives LGT Capital Partners	Absolute Returns Amundi Asset Management	Fixed Income GAM
14.05 - 14.35	Fixed Income GAM	Equities Russell Investments	Alternatives LGT Capital Partners	Absolute Returns Amundi Asset Management
14.40 - 15.10	Absolute Returns Amundi Asset Management	Fixed Income GAM	Equities Russell Investments	Alternatives LGT Capital Partners
15:15 - 15:45	Alternatives LGT Capital Partners	Absolute Returns Amundi Asset Management	Fixed Income GAM	Equities Russell Investments

Please note: this programme is subject to change

Topics

De-risking
Pension Corporation

De-risking using bulk annuities as an asset class

Jay and Matt will look at bulk annuities as an asset class providing a perfect match for scheme liabilities. The market has spawned new providers and new products over the last few years. This session will explain who these providers are with several examples of how they have structured their solutions to address the many quirks. It will look at how these are priced and how they compare to traditional investment strategies.

Matt Barnes, Partner, Business Origination, Pension Corporation

Jay Shah, Partner & Co-Head of Business Origination, Pension Corporation

Fiduciary Management
Mn Services Investment
Management UK

Fiduciary Management

Fiduciary management: why it should be considered by pension scheme trustees

The trustee challenge
UK pension trustees historical approach to investment and investment governance
An enhanced approach for the future
What fiduciary management is and how it works
Adoption trends in fiduciary management
What to look for in a fiduciary manager

Colin English, Head of Business Development UK, Mn Services Investment Management UK

Marcelo Dellavedova, Business Development Manager UK, Mn Services
Investment Management UKColin English

Data Management

ITM Limited

Data management
ITM will provide an overview of current best practice in data management, including an update on how to
comply with the Regulator's data requirements and the penalties that can be imposed on Trustees for not complying. Areas that will be covered will include data management policy and aligning your data strategy with
your scheme strategy.

John Broker, Director, ITM Limited

Absolute Returns

Amundi Asset Management

Absolute Returns

Volatility: providing absolute returns in uncertain markets
Portfolio diversification and de-correlation benefits
Active strategies to obtain returns from volatility
Investment case for volatility is attractive over the next 12 months

Julia Kung, Investment Specialist, Equity Strategies

Fixed Income

GAM

Fixed Income: A range of opportunities

Daniel will cover the view that fixed income markets are only weakly efficient and a global approach and a diversified portfolio are likely to be best placed to deliver. Consistent, low volatility returns can be captured from a range of opportunities across developed markets, investment grade and asset-backed securities, emerging markets and foreign exchange, convertibles, and high yield.

Daniel Sheard, Investment Manager, GAM Fixed Income

Governance

Barnett Waddingham

Governance

Increased emphasis has been placed on the Trustees' approach to pension scheme governance, as legislation around the security of pension scheme benefits and the accompanying scheme assets
intensifies. Trustees must possess a sufficient level of knowledge and understanding with which to carry out their role. New trustees only have six months to do so. This session looks at the various priorities for governance highlighted by the Pensions Regulator and seeks to consider how to ensure that the resulting processes add genuine value rather than just becoming another "box-ticking" exercise.

Colin Mayger, Partner, Barnett Waddingham

Alternatives

LGT Capital Partners

Alternative Investment

The equity allocation within most pension funds accounts for a disproportionate amount of the total risk. This session illustrates that an allocation to alternative investments, at the expense of equities, is an effective way to diversify the risk without compromising returns.

John Wilkinson, Executive Director, LGT Capital Partners

Equities

Russell Investments

Where now for equities?

The current outlook for equity markets
Smart Beta - future access to the equity risk premium
Extending our horizons - beyond emerging markets
An update on Europe

Crispin Lace, Director, Consulting & Advisory Services, EMEA, Russell Investments