Portfolio Prepared

16.00-19.00, 4 July 2018

The Victorian Bath House, Bishopsgate Churchyard, London

Aon and portfolio institutional would like to invite you to an afternoon at the luxurious Victorian Bath House. The event will include presentations from Susan Anyan, professional trustee at Capital Cranfield Pension Trustees, Naomi L’Estrange, director at 2020 Trustees and specialists from Aon. There will be time allocated to discuss the presentations you have heard with your peers throughout the afternoon. We then invite you to enjoy the food and drinks offered by this unique venue and take the opportunity to network futhur with your peers, the speakers and hosts.

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*Due to the limited number of spaces, this event is only open to representatives from pension schemes

Agenda:

Making Investment Work for You

How does one evolve their scheme strategy and its management to meet the changes inherent on/in a modern DB scheme journey.

Susan Anyan, Client Director, Capital Cranfield

Trustee Effectiveness in Decision Making

In this session, Susan Hoare will share a summary of the behavioural research that Aon has done into group decision making as well as the tools we have developed to support Trustees in their investment decision making.

Susan Hoare, Principal, Aon

Private Debt: Harvesting the Illiquidity Premium

Regulatory changes post the financial crisis have increased pressure on the banking sector to de-lever their balance sheets. This structural shift has created opportunities for alternative capital to fill the void, such as private debt. In this session, Aon specialists share the benefits private debt can bring to investors, the strongest value in these opportunities and the role that they could play in pension scheme portfolios.

Oliver Hamilton, Illiquids Specialist, Aon

Investing and Covenant

How does investment strategy change when a scheme’s covenant takes a turn for the worse? How should trustees approach investment strategy setting? What impact does the funding level have? This session will cover experiences of Integrated Risk Management (IRM) in practice.

Naomi L’Estrange, Director, 2020 Trustees

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