2017 Investment Breakfast Series - Getting to the heart of key investment topics
Alternative indexation and private markets to Factor investing and private markets
Wednesday 29 March 2017
The investment landscape has undergone some seismic shifts in the past decade. As a pension scheme trustee or company representative, the challenge of a low return and high volatility environment in itself is not easy. Let alone when many schemes are trying to close an increasing funding deficit.
We understand these challenges and would therefore like to invite you to join the first of our 2017 Investment Breakfast Series, being held on 29 March in London. In this session you'll hear directly from our investment specialists on two topical investment ideas;
Factor investing, and its common derivations of “smart beta” and “alternative indexation”, will be looked at in detail. For us factor investing is a systematic way to actively select stocks at a relatively low cost. A number of factors have been shown to add value over the last year or two. Understand the different factors available, how to judge which one(s) to use and how to combine them for the best results
Private markets: as schemes shift away from investing mainly in corporate bonds for income, demand for alternative cash flow generating assets has increased. We look at some of the less liquid alternatives seeing greater demand from pension schemes and the investment opportunities available
The discussions will take place over breakfast (07:45 – 09:00) at the Aon centre – 122 Leadenhall Street, London.
This invite is open to all involved with the management of DB pension schemes, and we welcome you to also share this with appropriate colleagues.
The event is free to attend and spaces are limited so please sign-up early to avoid disappointment.
Speakers
Sion Cole
Senior Partner
Delegated Consulting Services, Aon
Sion Cole is a Senior Partner and Head of European Distribution for Aon's delegated investment business, Delegated Consulting Services (DCS).
Sion is responsible for client needs and ensuring Aon deliver all clients bespoke solutions to meet their unique requirements. Sion also oversees our engagement with the market to ensure appropriate new solutions are created. Sion is a member of the executive committee for the Delegated Consulting Business, was in Financial News’ Top 40 Under 40 Rising Stars of Asset Management (Sept 2014), and was shortlisted for Professional Pensions’ Pensions Personality of the Year Award 2015.
Nick Duff
Partner
Nick is a qualified Chartered Surveyor and has over 30 years of experience in the real estate industry.
Nick joined Aon in 2002, having previously worked for 14 years at Jones Lang LaSalle and LaSalle Investment Management.
Nick is a Partner in Aon's Investment Consultancy Division working as a specialist within the Global Investment Management research platform.
He is a co-head of the Global real estate team (UK and European clients) and also advises UK clients on infrastructure investment with significant experience in this asset class alongside real estate.
Nick is responsible for advising institutional clients on strategic allocations to real estate and infrastructure, which markets to invest in, implementation and ongoing monitoring.
George Carvounes
Senior Equity Research Analyst
George Carvounes joined Aon in 2008. He is a member of the Global Manager Research Team and the equity Manager Selection Committee. The majority of his equity research is focussed on Global and Asia Pacific ex-Japan managers. In addition he is also a member of our global Infrastructure team focussing on research of UK and European Infrastructure managers.
Prior to joining Aon, George worked for Old Mutual Life Assurance Company in its investment area and was involved with strategic asset allocation modelling and investment manager mandate structuring and monitoring. Prior to this he worked for a South African investment consultancy in its hedge fund risk management area. He is a Fellow of the Institute of Actuaries and graduated from the University of Cape Town with a first class Actuarial Science degree.
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