Registration

Lights, camera, action - welcome

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.

Morning tea and connecting

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.

Breakout session 1A
The Adviser – Evolved

It’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

Breakout session 1B
Avoiding supplements: Building superior growth through private markets

The 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

Breakout session 1C
The relentless quest to increase value for money

In 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

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.

Lunch

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.

Breakout session 2A
Guarding against mindless investing

Human 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

Breakout session 2B
Investing for the endgame - investment management for mature, well-funded DB pension funds

As 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.

Breakout session 2C
Your inner monkey: Learning from past bear traps in fixed income

Liquidity 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

Breakout session 2D
Currency management in the age of Brexit and Trump

With 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.

Afternoon tea and connecting

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.

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

It’s a wrap

Drinks reception

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