| | | | | | |  2:00 pm | Registration | | | | 2:25 pm | Welcome Remarks by Chairperson
Ian Smith, Editor, Pensions Expert
| | | | 2:30 pm | Market Update: The Conditions Driving De-Risking
- Equity market, Inflation, Bond yields, Credit markets
Stephanie Flanders, Chief Market Strategist for UK and
Europe, J.P. Morgan Asset Management
| | | | 2:45 pm | Fixed Income
- LDI post Central
Clearing
- What can we learn from insurance companies?
- Increasing flexibility and decreasing constraints in fixed
income investing
- Multi-Sector Credit – Diverse exposure to global credit
markets with some downside protection
Moderator: Maxine Kelly, Journalist, Pensions Expert
Panellists:
- Lisa Coleman, Managing Director, J.P.
Morgan Asset Management
- Rawnak-Ul Islam
, Portfolio Manager, Pension Protection Fund
- Chris Redmond, Global Head Fixed Income Manager Research, Towers Watson
| | | | 3:30 pm | Alternatives as an Alternative to Fixed Income
- Using alternatives as de-risking
vehicles (eg, distressed credit and hedge fund of funds): Do the returns outweigh
the risks?
- Has reduced bank lending
created opportunities for pension funds?
- Real assets: Will investments
in infrastructure, ground rents and real estate deliver inflation protection
and stable returns?
Moderator: Ian Smith, Editor,
Pensions Expert
Panellists:
- John Harrison, Senior Adviser, AllenBridge Investment Solutions LLP
- Danny Truell, Chief Investment
Officer, Wellcome Trust
- Ian McKnight, Chief Investment Officer, Royal Mail
| | | | 4:15 pm | Featured Interview
Re-thinking Risk
- Stefan Dunatov, Chief Investment Officer, Coal Pensions Trustee
Investment
Interviewer: Lisa Botter, Deputy Editor, Pensions Expert
| | | | 4:30 pm | Closing Remarks by Chairperson | | | | 4:35 pm | Networking Reception | | |
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