Be inspired by insightful sessions that will challenge your thinking.
SUMMIT – WEDNESDAY 13 NOVEMBER 2019
Structured Credits - Full attendance at the Summit constitutes 5.75 hours of learning.
-
-
8:30 AM
Registration
-
9:15 AM
Lights, camera, action - welcome
Jihan Diolosa
Director, Strategic Client Solutions
Russell Investments
-
9:20 AM
Making sense of the world today - one investment at a time
Senior members of our investment division will first help you make sense of current economic challenges and question some of the assumptions that are impacting investors. They will then deliver investment insight, transparency and clarity on how our portfolios are positioned to manage risks in today’s market.
Pete Gunning
Global Chief Investment Officer
Russell InvestmentsAndrew Pease
Global Head of Investment Strategy
Russell InvestmentsDavid Vickers
Senior Portfolio Manager
Russell Investments
-
10:20 AM
Morning tea and connecting
-
11:00 AM
Inspiring a generation to save for life
Iona will enlighten us on how young people view financial services and what they expect from them. She will discuss how financial services can become more values-driven, responsible and interactive. She will also look at the effects of personal finance on mental health and wellbeing, and the role of employers in ensuring staff have access to practical financial advice.
Iona Bain
Young Money Blog and AgencyJack Sparkes
Associate Director – Wholesale
Russell Investments
-
11:35 AM
Breakout session 1A
The Adviser – EvolvedIt’s no secret that fundamental demographic, regulatory and technology trends are driving change across the advisory industry. This creates challenges, but also opportunities particularly for those advisers who recognise that the status quo is no longer a sustainable option. This session will provide practical strategies to capitalise on the shifting landscape to achieve growth: how best to optimise your time, your inventory and outcomes for your clients, and for yourself.
Sophie Gilbert
Head of AIS Business Solutions
Russell Investments
-
11:35 AM
Breakout session 1B
Avoiding supplements: Building superior growth through private marketsThe persistent decline in yields continues to be problematic and as a result, investors continue their quest to identify attractive opportunities to generate growth through private markets. In this session we explore what opportunities exist to dynamically employ capital across illiquid asset classes to enhance returns and how investors should manage the risks associated with illiquid investments.
Brett Deits
Senior Portfolio Manager
Russell Investments
-
11:35 AM
Breakout session 1C
The relentless quest to increase value for moneyIn the pursuit of greater value for money, many investors have moved to passive to help them realise their mission of achieving desired outcomes by capturing value in the most cost-effective manner. In this session, topical items for debate will include how asset owners can maintain active returns and reduce the associated cost to their portfolio.
Logan Hilkin
Implementation Portfolio Manager
Russell Investments
-
11:35 AM
Breakout session 1D
Beyond the hype: Is fiduciary management all it's cracked up to be?Some pension funds have many years' experience of employing fiduciary management. Others are thinking about employing fiduciary management for the first time. This panel session with industry experts of finance directors, trustees and consultants, will lift the lid and cuts through the myths on what it feels like to employ a fiduciary manager.
Paul Wharton
Director, Fiduciary Management
Russell InvestmentsAlison Bostock
Director
PTLGreg Wright
Director, Investment Advisory
KPMGGlenn Dixon
Independent Trustee
-
12:20 PM
Lunch
-
1:20 PM
Achieving impact through private markets
This session will explore the fast, growing universe of impact investment opportunities within the private markets universe, which can deliver compelling levels of return whilst simultaneously achieving impact around important social and environmental issues (for example Climate Change). Our panel of experts for this session will bring different perspectives to the discussion – including institutional investor, independent adviser, fund manager, and manager research.
Henk Radder
Managing Director, Amsterdam
Russell InvestmentsErik Kemper
Non-executive board member
SBZ PensioenKaren Shackleton
Independent Trustee
Pensions for PurposeDaniel von Preyss
Executive Director
Head of Private Equity Infrastructure
Impax Asset Management LimitedSamantha Steele
Senior Research Analyst
Russell Investments
-
2:05 PM
Breakout session 2A
Guarding against mindless investingHuman beings are not machines. Traits such as overconfidence, narrow framing and loss aversion are well-documented and can affect how investment decisions are made, contributing to errors such as buying high and selling low. This presentation discusses why advisors should not ignore human nature and rather find ways to work with it, taking practical steps to create better investment outcomes for their clients.
Stephen Doran
Client Portfolio Manager
Russell Investments
-
2:05 PM
Breakout session 2B
Investing for the endgame - investment management for mature, well-funded DB pension fundsAs DB pension funds mature, their income requirements significantly increase. In this session we will examine how the risk management requirements of Pension Schemes changes as they mature and get better funded. We will also consider the implications for asset allocation, portfolio construction and ongoing management. The role for illiquid assets and how to align this with risk transfer (bulk annuity) objectives will also be discussed.
David Rae
Managing Director, Head of Strategic Client Solutions
Russell InvestmentsDavid Morton
Associate Director, UK Fiduciary Management
Russell Investments
-
2:05 PM
Breakout session 2C
Your inner monkey: Learning from past bear traps in fixed incomeLiquidity concerns in the fixed income space are rearing their ugly heads again. In this session we will discuss what lessons should have been learned from 2007/8 and how investors can avoid the bear traps in the future to ensure the best possible outcome for their portfolio? Most importantly, we will look into the future and discuss the outlook for 2020.
Gerard Fitzpatrick
Head of Fixed Income Portfolio Management
Russell Investments
-
2:05 PM
Breakout session 2D
Currency management in the age of Brexit and TrumpWith sterling and euro trading at low levels vis-à-vis the US dollar, now is a good time for European investors to assess the impact that currency exposures have on their portfolio risks. In this session we will discuss why investors who invest internationally don’t have any choice but to think about currency, including the results of dynamically hedging and managing costs and maintaining appropriate governance.
Van Luu
Head of Currency and Fixed Income Strategy
Russell Investments
-
2:50 PM
Afternoon tea and connecting
-
3:25 PM
Research under the radar: Move into the spotlight
If you want access to the best active managers, it needs extensive research of the universe. When uncertainty strikes, knowing how your managers will respond allows you to react to new information and reposition your portfolio to take advantage. In this session you will have the opportunity to hear first-hand from our research specialists who will demonstrate how we are able to identify managers with highly differentiated approaches.
Sophie Gilbert
Head of AIA Business Solutions,
Russell InvestmentsJoe Hemmant
Global Head of Equity Research,
Investment Division
Russell InvestmentsHannah Evans
Senior Research Analyst,
Russell Investments
-
4:00 PM
Guest speaker: Major Tim Peake CMG
Tim will share some of the resilience training techniques that helped him deal with the dozens of risks the mission faced during its 186 days in space, including the temperature, pressure, the sun's rays, floating space debris and storms on different planets to name a few. He will also inspire us by answering all the most common questions on life in space, from the feeling of travelling at 8km per second to sleeping and eating in weightlessness.
Major Tim Peake CMG
Former British Army Air Corps officer, European Space Agency astronaut International Space Station (ISS) crew member
-
4:55 PM
It’s a wrap
Jim Leggate
Managing Director, Head of UK Institutional and Middle East
Russell Investments
-
5:00 PM
Drinks reception
-
7:00 PM
Close