July 2018 Global Economic/Geopolitical Outlook Key Strategic Asset Allocation Opportunities for Pension Funds David Page, Senior Economist (US & UK), AXA Investment Managers Timing the slowdown in global growth Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research, Goldman Sachs International Strategic Outlook and Opportunities for 2018/2019 and Beyond Andrew Sheets, Chief Cross-Asset Strategist, Morgan Stanley Bank International Limited Strategic Outlook and Opportunities Across Asset Classes June 2018 Real Estate Investing Key Issues, Latest Trends and Outlook Nick Duff, Partner & Co-Head of Global Real Estate Team, Aon Optimising the Role of Property in Client Portfolios Philip Nell, Head of Real Return Funds, LaSalle Investment Management Investing in Long Lease Real Estate and Generating Cash Flows Andrew Allen, Global Head of Investment Research, Aberdeen Standard Investments Real Estate - Commercial vs Residential Markets May 2018 Is Hedging Worth It And If So For What? Managing Risks, Costs and Transparency Owen Davies, Associate Director, UK Fiduciary Management Team, Russell Investments Risk Management and Hedging - Key Considerations Sorca Kelly-Scholte, Head of EMEA Pensions Solutions & Advisory, J.P. Morgan Asset Management Keeping your Eye on the Prize: Hedging with the End in Mind Bob Noyen, Chief Investment Officer, Record Currency Management Ltd Outlook for Currencies and Implications for Hedging Decisions April 2018 Social Impact Investing Practical Considerations for Pension Funds Karen Shackleton, Founder, Pensions for Purpose
Impact Investing - Practical Considerations for Pension Funds Ruben Bhagobati, Principal, AMP Capital Impact Investing in Infrastructure - Opportunities in Social Care Sector Kate Fox, Investment Manager, Positive Change Strategy, Baillie Gifford & Co. Making a Positive Social Impact with Quoted Equities Annabel Gillard, Director, Global Institutional Business, M&G Investments Lending for Impact - Building Affordable and Social Housing in the UK March 2018 Providing Pension Fund Promise Using Matched Cash Flows or Liability Values Adam Lane, Principal, Mercer Delivering on the Pension Fund Promise - Meeting your Cash Flow Needs Jay Ions, Executive Director, Global Portfolio Solutions, Goldman Sachs Asset Management International Can CDI Really Deliver? Gary Parker, Senior Portfolio Manager, CDI Team, M&G Investments Which are the Right Assets to Meet your Cash Flow Needs? February 2018 War Gaming How Should Pension Funds Plan? Craig Gillespie, Partner & Head of Portfolio Risk, Aon Hewitt 2018: What Could Possibly Go Wrong? Altaf Kassam, Managing Director, Head of Strategy and Research Group, State Street Global Advisors Downside Protection Strategies - How Effective Are They And Are They Worth It? Chetan Ghosh, Chief Investment Officer, Centrica plc Preparing for the Next Downturn January 2018 Global Economic and Geopolitical Outlook for 2018 Key Strategic Asset Allocation Opportunities for Pension Funds John Greenwood, Chief Economist, Invesco Limited The Current Business Cycle and UK Pension Schemes
Rupert Harrison, Portfolio Manager and Chief Macro Strategist, BlackRock Global Investment Outlook Yoram Lustig, Head of Multi-Asset Solutions, EMEA, T.Rowe Price International Ltd Strategic Outlook and Opportunities for 2018 and Beyond December 2017 EPFIF Christmas Forum & Drinks Reception - Making Britain Great Again! Alan Rubenstein, Chief Executive, Pension Protection Fund Boe Pahari, Global Head of Infrastructure Equity, AMP Capital Norma Cohen, Ex-Financial Times Demography Correspondent, Queen Mary University of London Deborah Gilshan, Governance & Stewardship Director, Standard Life Investments Douglas Watt, Managing Director, Kohlberg Kravis Roberts & Co Partners LLP (KKR) November 2017 The Impact of New Technology on Your Pension Fund Threat or Opportunity? Philippe Ruault, Head of Digital, BNP Paribas Securities Services The Impact of New Technology on Your Pension Fund Threat or Opportunity? Neil Robson, Head of Global Equities, Columbia Threadneedle Investments How technology may impact your retirement Jan Witte, Head of Quantitative Research, Record Currency Management Ltd The Technology Behind Crypto-currencies: Implications for Pension Funds October 2017 Longevity Hedging Key Practical Considerations Today Douglas Anderson, Founder, Club Vita Challenges for Understanding Longevity Risks Tim Gordon, Partner, Aon Hewitt Longevity Risks and Hedging - Practical Considerations Today Fraser Smart, Chief Executive Officer, British Airways Pensions
Hedging Longevity Case Study: Airways Pension Scheme The Pension Fund Investment Forum September 2017 Climate Change Investment Issues: Selling an Effective Strategy, Measuring and Impact and Delivery Returns Anthony Hene, Member of Focused Equity Team, GMO Returns from Climate Change: Mitigators and Adaptors Niall Mills, Head of Asset Management, Infrastructure Team, First State Investments (UK) Infrastructure x Innovation = ESG + Sustainable Returns Frances Deakin, Responsible Investment Manager, Local Pensions Partnership (LPP) Climate Change Strategy: An LGPS Case Study July 2017 Improving Transparency on Costs and Fees Piers Lowson, Director, Institutional Clients Dept., Baillie Gifford & Co. Cost, Fees and Transparency - Key Issues and Challenges Denise Le Gal, Chair, Brunel Pensions Partnership Setting up a Transparency Code Dmitri Tikhonov, Managing Director and Head of Portfolio Management, Record Currency Management Ltd. Hidden Costs of FX Victoria Bell, Director: Trustee Accounting, Railways Pension Trustee Co. Ltd. (RPMI) Railway Pension Scheme: A Case Study June 2017 Is your Pension Fund Prepared for a DB Liquidity Crunch? Wayne Fitzgibbon, Principal, Mercer Liquidity Crisis Looming - Are Pension Funds Prepared? Adam Baker, Executive Director, UK Pensions and Insurance, J.P. Morgan Securities plc Managing Liquidity & Cash Collateral - Challenges Ahead Ian Maybury, Trustee, Universities Superannuation Scheme Limited (USS) Liquidity Management Challenges - A Trustee's Perspective
May 2017 Is it the End of the Bull Cycle? If So, What Are Implications for Pension Fund Investments? David Lloyd, Head of Institutional Public Debt, M&G Investments The Long Bond Bull Cycle Is This Now Ending and Implications for Pension Funds? James Montier, Asset Allocation Team Member, GMO This Time is Never Different Percival Stanion, Head of Multi-Asset, Pictet Asset Management Asset Allocation Building Portfolios Given Market Highs Across Many Asset Classes April 2017 Pooling & Costs Implications for Local Authority Pensions and Beyond David Walker, Head of LGPS Investment, Hymans Robertson LLP Asset Pooling in the LGPS Tom Wright, Director, Clients Department, Baillie Gifford & Co. Costs, Charges and Practical Investment Considerations Geoff Reader, Head of Pensions, Bedford Borough Council A Local Authority Perspective on Pooling Ashok Gupta, Chair, PLSA DB Taskforce, Pensions and Lifetime Savings Association (PLSA) Pension Pooling - Considerations for DB Private Sector March 2017 Inflation Hedging using Real Assets Mike Rogers, Partner, Aon Hewitt Inflation Hedging The Role of Real Assets Today? Steven Turner, Vice President, Real Asset Strategies, Solutions and Multi-Asset Group, Morgan Stanley Investment Management Inflation Hedging using Real Assets Practical Considerations Reza Vishkai, Head of Real Assets, Insight Investments Can Farmland Provide Inflation Hedging for Pension Funds? Rupert Robinson, Managing Director, Gresham House Asset Management Limited The Inflation Hedging Potential of Timber
February 2017 LDI The Practical Challenges Today Nick Horsfall, Senior Investment Consultant, Willis Towers Watson LDI in Today s Context Key Challenges Jeremy Cave, Portfolio Manager, Global Fixed Income Team, Goldman Sachs Asset Management International A Return to Cash Flow Matching Alex Dale, Senior LDI Strategist, Client Solutions, BlackRock LDI and the Implications for Collateral & Liquidity Management January 2017 Global Economic and Geopolitical Outlook for 2017 - Key Strategic Asset Allocation Opportunities for Pension Funds William De Vijlder, Group Chief Economist, BNP Paribas Global Economic Outlook: Better but with many uncertainties Michael Bell, Global Market Strategist, J.P. Morgan Asset Management Strategic Outlook for 2017 and Beyond Guide to the Markets Matt Christensen, Global Head of Responsible Investment, AXA Investment Managers Implications for Energy Markets and Climate Change Policy - What can pensions do?