There’s no such thing as ‘normal’ or ‘typical’ when it comes to DB pension schemes which makes navigating the changing landscape no mean feat. As the range of investment options and solutions continues to expand, understanding every new investment idea and its potential place in your scheme’s portfolio can be a challenge.
Join us for this half day conference where you’ll have a unique opportunity to hear directly from our specialists covering the spectrum of investment solutions. This will include our views on markets and the economy as well as delving into some of the latest investment ideas. You’ll also learn how schemes of all sizes can access and implement the great investment ideas.
| 08.30-09.00 |
Registration & Breakfast/refreshments |
|
| 09.00-09.15 |
Welcome & agenda |
Sion Cole, Partner & Head of European Distribution, DCS |
| 09.15-09.40 |
Keynote: jargon busting
Financial advice is packed with jargon and complexity. We often feel it’s our job to understand it. Actually, it’s only our job to encourage the expert to translate it for us. We’ll share some ways you can help them do that, so you get the most from your time with them. |
Rhys Williams, Quietroom |
| 09.40-10.00 |
Latest economic and market views
The summer of 2015, and since then, has seen some of the most volatile conditions for DB pension schemes that we’re experienced for a few years. Hear our latest views on the economic outlook, what this means for the major asset classes and the impact on pension schemes. |
Duncan Lamont, Principal Consultant, Global Asset Allocation |
| 10.00-10.25 |
Equities: go big or go home
There’s a lot more to equities than first meets the eye. Hear our latest insights covering alternative indexation, emerging market equities and unconstrained equities. Which strategies offer the greatest opportunities in the current environment and how do you balance these within your equity portfolio? |
George Carvounes, Senior Equity Research Analyst |
| 10.25-10.50 |
Fixed Income: Practical implementation
The role of fixed income in client portfolios continues to evolve. In this session we discuss the changing opportunity set and how we have helped clients with the implementation of LDI and return seeking fixed income mandates |
Lennox Hartman, UK Head of Global Manager Research |
| 10.50-11.10 |
Break & refreshments |
|
| 11.10-11.35 |
Protecting your portfolio with hedge funds
Given the recent market volatility, now is an opportune time to look at the role hedge funds can play in protecting your portfolio. This session will look at the range of hedge fund strategies and approaches available to DB pension schemes, along with the practical implications that need consideration. |
Matthew Towsey, Senior Hedge Fund Research Analyst |
| 11.35-12.00 |
Fully capturing the illiquidity premium
Why hold illiquids in your portfolio? This session will look at the rationale for investing in illiquids, the range of illiquid assets available and their risk/return profile. It will conclude with our views on the best opportunities out there and how they can be accessed. |
Nick Duff, Partner, Illiquid Alternatives |
| 12.00-12.20 |
Lifting the lid on LDI
What is LDI and why is it important? This session will look at to address these questions as well as when the best time is to implement such an approach. Most importantly, we’ll also discuss how you go about doing this and the key steps in the process; taking you from idea to implementation and ongoing management. |
Mike Rogers, Head of Large Clients, DCS |
| 12.20-12.50 |
Creating a portfolio of these great ideas
So you’ve heard lots of great investment ideas, but how can these be bought together as part of a portfolio? What does a portfolio of great ideas look like and how can it be implemented? This session will also look at how you can decide the appropriate split between asset classes and key considerations when constructing a portfolio with an end-goal in mind. |
Paul Carne, Senior Portfolio Manager, DCS |
| 12.50-13.00 |
Summary |
Sion Cole, Partner & Head of European Distribution, DCS |