Speaker presentations
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Investment Conference 2020 | 11-13 March | EICC, Edinburgh

Speaker presentations

Speaker presentations, videos of selected sessions and related documents from our recent 2020 Investment Conference event can be found within the session details in the programme below. 

Please note that we do not have permission to share some slides or videos.

All available videos from the conference are on our YouTube channel - subscribe to be notified whenever we add new videos.

09:30

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

09:30 - 17:45

10:00 - 11:00

Practical approaches to currency risk management

SPECIALIST SESSION |

LOWTHER |

10:00 - 11:00

Is your scheme penny wise but dollar foolish?
George Tsiourvas, Currency Management Advisor, Metzler Capital Markets
Achim Walde, Currency Management Advisor, Metzler Capital Markets
Chair: Alyshia Harrington-Clark, Policy Lead: DC, PLSA

Pension scheme de-risking

TRUSTEE LEARNING ZONE |

LAMMERMUIR |

10:00 - 11:00

Long-term DB funding in focus...
Sarah Parkin, Managing Associate, Linklaters
Claire Petheram, Partner, Linklaters
Chair: Rachel Pine, Events & Training Content Manager, PLSA

11:00 - 11:30

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

11:30 - 12:00

11:30 - 12:30

THE ART AND SCIENCE OF BUILDING A COGNITIVELY DIVERSE INVESTMENT TEAM

SPECIALIST SESSION |

LOWTHER |

11:30 - 12:30

Gaining strength from different perspectives...
Vishal Hindocha, Director of Investment Solutions, MFS Investment Management
Chair: Craig Rimmer, Policy Lead: Master Trusts, PLSA

EMERGING MARKETS CORPORATE DEBT – DISPELLING MYTHS AND IDENTIFYING OPPORTUNITIES

TRUSTEE LEARNING ZONE |

LAMMERMUIR |

11:30 - 12:30

A look at this new and exciting asset class...
Robert Nelson, Portfolio Manager, Emerging Market Debt, Franklin Templeton Fixed Income Group
Leo Niers, Manager, EMEA Lead, Franklin Templeton Academy
Chair: Rachel Pine, Events & Training Content Manager, PLSA

12:00 - 13:30

LUNCH

NETWORKING |

EXHIBITION HALL |

12:00 - 13:30

THE 2020 BUDGET LIVE

LIVE BROADCAST |

LEARNING HUB |

12:00 - 13:30

#OpenPLSA - Membership engagement team

#OpenPLSA |

PLSA Stand |

12:45 - 13:05

Helen Lamb, Membership Engagement Manager, PLSA
James Walsh, Head of Member Engagement, PLSA

13:30 - 13:45

CHAIR'S INTRODUCTION AND WELCOME

PLENARY 1 |

PENTLAND AUDITORIUM |

13:30 - 13:45

Richard Butcher, Chair, PLSA; Managing Director, PTL

13:45 - 14:30

UNDERSTANDING THE UK’S EVOLVING ECONOMIC SCENARIO

PLENARY 2 |

PENTLAND AUDITORIUM |

13:45 - 14:30

A Budget Day look at our economic picture...
Gerard Lyons, International economist and expert on the global economy
Chair: Richard Butcher, Chair, PLSA; Managing Director, PTL

14:30 - 16:00

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

14:30 - 16:00

This extended networking break gives you the chance to tailor your time to suit your agenda: be inspired by thought leaders, network with peers and exhibitors, take a dive into a specialist topic with an industry expert, speak face to face with members of the PLSA or just take some time out to ‘breathe’. We have something to suit everyone.

Discussions in the round

New for 2020 |

Platform 5 Café |

14:45 - 15:30

Network with pension scheme peers whilst discussing a particular topic of interest...
Anthony Eames, Vice President, Director of Responsible Investment Strategy, Calvert
Alex Pollak, Head of Clients, UK OCIO business, BlackRock

Lightning sessions

New for 2020 |

Learning hub |

14:45 - 15:25

10 minute quick-fire presentations...
John Reade, Chief Market Strategist, World Gold Council
Eric Shirbini, Global Research and Investment Solutions Director, Scientific Beta
Chair: James Walsh, Head of Member Engagement, PLSA

#OPENPLSA - WELL RUN SCHEMES

#OpenPLSA |

PLSA Stand |

15:00 - 15:20

Samuel Condry, Policy Lead: Standards, PLSA
Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Caroline Escott, Senior Policy Lead: Investment and Stewardship, PLSA
Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

16:00 - 17:00

RISK, RETURN AND RETIREMENT – GETTING THE BALANCE RIGHT IN THE NEW DECADE

PLENARY 3 |

PENTLAND AUDITORIUM |

16:00 - 17:00

How are leading pension funds meeting this challenge?
Nico Aspinall, Chief Investment Officer, The People's Pension
Denise Le Gal, Chair, Brunel Pension Partnership
Michelle Ostermann, Managing Director, Investments, RPMI Railpen
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

17:00 - 17:45

ACTING WITH CERTAINTY IN UNCERTAIN TIMES

PLENARY 4 |

PENTLAND AUDITORIUM |

17:00 - 17:45

Empowering your investment decisions
Caroline Webb, Behavioural economist and author of ‘How to have a good day’
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

07:00 - 08:00

PLSA MORNING 5K RUN SPONSORED BY SEI INVESTMENTS

Social |

Macdonald Holyrood Hotel |

07:00 - 08:00

All abilities welcome. Register your place...

09:00

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

09:00 - 19:30

09:30 - 10:00

PENSIONS PLANS AND PRIORITIES

PLENARY 5 |

PENTLAND AUDITORIUM |

09:30 - 10:00

The Minister for Pensions discusses the new pension schemes bill...
Guy Opperman MP, Minister for Pensions and Financial Inclusion
Chair: Nigel Peaple, Director of Policy and Research, PLSA

10:00 - 10:50

INTEGRATING CLIMATE RISK ASSESSMENT, MANAGEMENT AND REPORTING IN TRUSTEE DECISION MAKING

PLENARY 6 |

PENTLAND AUDITORIUM |

10:00 - 10:50

The launch of an innovative consultation on climate risk...
Caroline Escott, Senior Policy Lead: Investment and Stewardship, PLSA
Guy Opperman MP, Minister for Pensions and Financial Inclusion
James Orr, Chief Actuary, General Insurance at Prudential Regulation Authority, Bank of England
Russell Picot, Trustee Chair, HSBC Bank Pension Trust
Chair: Stuart O'Brien, Chair, Pensions Climate Risk Industry Group; Partner, Pensions, Sackers

10:50 - 11:35

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

10:50 - 11:35

CTI DATA COLLECTION

LEARNING HUB |

STAND 38 | EXHIBITION HALL |

11:05 - 11:25

Setting the standard for understanding investment costs...
Alyshia Harrington-Clark, Policy Lead: DC, PLSA
Pat Sharman, Managing Director UK, CACEIS
Chair: Samuel Condry, Policy Lead: Standards, PLSA

#OPENPLSA - PLSA CHAIR AND CEO

#OpenPLSA |

PLSA Stand |

11:05 - 11:25

Richard Butcher, Chair, PLSA; Managing Director, PTL
Julian Mund, Chief Executive, PLSA

11:35 - 12:15

ARE YOU READY FOR A VALUE AT RISK EVENT?

DB investing stream 1 |

Pentland auditorium |

11:35 - 12:15

Understanding our place in the boom-bust-boom cycle...
Dana Day, Director, Cardano
Tom Rivers, Head of Portfolio Management, Cardano
Chair: Mark Dunne, Editor, Portfolio Institutional

SURVEYING THE DC DEFAULT LANDSCAPE

DC investing stream 1 |

Fintry auditorium |

11:35 - 12:15

Why the default option needs our attention...
David Farrar, Senior Policy Manager, Investment and Governance, DWP
Brian Henderson, Director of Consulting, Mercer
Shri Krishnansen, Strategy Director, Smart Pension
Chair: Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA

SHARE YOUR VIEWS ON CLIMATE ISSUES FOR PENSIONS

Climate stream 1 |

Lammermuir room |

11:35 - 12:15

Tell us your thoughts on the new consultation
Richard Butcher, Chair, PLSA; Managing Director, PTL
Cliff Speed, CIO, TPT Retirement Solutions
Chair: Caroline Escott, Senior Policy Lead: Investment and Stewardship, PLSA

CHINA - THE WAY OF THE DRAGON

Global markets stream 1 |

Sidlaw auditorium |

11:35 - 12:15

Say ‘Ni Hao’ to new opportunities...
Laurence Taylor, Portfolio Specialist, Global Equities, T. Rowe Price
Sarah Smart, Independent Investment Committee member, Unilever UK pension scheme
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

12:15 - 13:45

Lunch

Networking |

Exhibition hall |

12:15 - 13:45

PLSA'S VOTING GUIDELINES - NEW AND IMPROVED!

LEARNING HUB |

STAND 38 | EXHIBITION HALL |

13:20 - 13:35

Exercise your stewardship rights and vote!
Jo Hall, Policy Adviser: DB & LGPS, PLSA
Chair: James Walsh, Head of Member Engagement, PLSA

#OPENPLSA - POLICY BOARD CHAIR AND DIRECTOR OF POLICY AND RESEARCH

#OpenPLSA |

PLSA Stand |

12:35 - 12:55

Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM
Nigel Peaple, Director of Policy and Research, PLSA

13:45 - 14:25

MANAGING THE RPI to CPIH SHIFT

DB Investing stream 2 |

Pentland auditorium |

13:45 - 14:25

Inflation’s got a whole new look!
Simon Lee, Head of Pension Trust and Chief Investment Officer, Marks & Spencer
Jos Vermeulen, Head of Solutions Design, Client Solutions Group, Insight Investment
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

IMPROVING THE QUALITY OF INVESTOR ENGAGEMENT WITH BOARDS: WHY THIS SHOULD MATTER TO PENSION SCHEMES

DC investing stream 2 |

Fintry auditorium |

13:45 - 14:25

Getting active about improving portfolio returns
Edward Bonham Carter, Vice Chair, Jupiter Fund Management
Roger Boulton, Investment Committee Chair, Church of England Pensions Board
Chair: Caroline Escott, Senior Policy Lead: Investment and Stewardship, PLSA

INVESTING FOR THE GREAT ENERGY TRANSITION

Climate Stream 2 |

Lammermuir room |

13:45 - 14:25

Opportunities in the new industrial revolution...
Fabiana Fedeli, Global Head of Fundamental Equities, Robeco
David Hickey, Portfolio Manager and ESG Lead, Lothian Pension Fund
Edward Lees, Senior Portfolio Manager, Sustainability Thematics, BNP Paribas Asset Management
George Currie, Policy Lead: Lifetime Savings, PLSA

FINDING INVESTMENT OPPORTUNITIES IN EMERGING MARKETS

Global markets stream 2 |

Sidlaw auditorium |

13:45 - 14:25

Developing your scheme’s developing market strategy...
Andrew Cole, Trustee, Credit Agricole CIB Deferred Pension Scheme
Dan Mikulskis, Partner, LCP
Chair: Samuel Condry, Policy Lead: Standards, PLSA

14:35 - 15:15

DEFINING THE DB FUNDING CODE

DB Investing stream 3 |

Pentland auditorium |

14:35 - 15:15

Managed risk taking, prudence, appropriateness and more...
Fred Berry, Head of Investment Consultancy, The Pensions Regulator
Rob Orr, Head of Technical and Comms, SAUL Trustee Company
Chair: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

DC ILLIQUIDS AND PRIVATE MARKETS

DC investing stream 3 |

Fintry auditorium |

14:35 - 15:15

Determining best practice in the new DC asset classes...
Wayne Fitzgibbon, Chief Investment Officer, Mercer
Stephen O'Neill, Head of Private Markets & Investment Proposition, NEST
Chair: Craig Rimmer, Policy Lead: Master Trusts, PLSA

HOW TO LOSE VALUE AND ALIENATE SAVERS: MEASURING AND MANAGING YOUR SCHEME’S VULNERABILITY TO CLIMATE CHANGE

Climate stream 3 |

Lammermuir room |

14:35 - 15:15

Putting the pedal to the metal in climate scenario reporting...
Claire Jones, Head of Responsible Investment, LCP
David Lunsford, Head of Development, Carbon Delta, an MSCI company
Russell Picot, Trustee Chair, HSBC Bank Pension Trust
Chair: Caroline Escott, Senior Policy Lead: Investment and Stewardship, PLSA

OPPORTUNITIES TO FILL THE GLOBAL INFRASTRUCTURE GAP

Global markets stream 3 |

Sidlaw auditorium |

14:35 - 15:15

Global infrastructure may offer gains for UK schemes...
Fulvio Capurso, Senior Adviser, Private finance resource mobilisation, Department for International Development
Pete Smith, Senior Investment Consultant, Barnett Waddingham
Chair: Alyshia Harrington-Clark, Policy Lead: DC, PLSA

15:15 - 16:45

Refreshment break

Networking |

Exhibition hall |

15:15 - 16:45

This extended networking break gives you the chance to tailor your time to suit your agenda: be inspired by thought leaders, network with peers and exhibitors, take a dive into a specialist topic with an industry expert, speak face to face with members of the PLSA or just take some time out to ‘breathe’. We have something to suit everyone.

#OPENPLSA - ADDRESSING SCALE AND PENSIONS

#OpenPLSA |

PLSA Stand |

15:30 - 15:50

Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA
Craig Rimmer, Policy Lead: Master Trusts, PLSA
Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

DISCUSSIONS IN THE ROUND

New for 2020 |

Platform 5 Café |

15:35 - 16:20

Network with pension scheme peers whilst discussing a particular topic of interest...
Anthony Eames, Vice President, Director of Responsible Investment Strategy, Calvert
Alex Pollak, Head of Clients, UK OCIO business, BlackRock

Lightning sessions

New for 2020 |

Learning hub |

15:30 - 16:10

10 minute quick-fire presentations...
Hasan Cerhozi, Head of Climate Products, Vigeo Eiris
Toddington Harper, CEO, GridServe
Chair: James Walsh, Head of Member Engagement, PLSA

#OPENPLSA - EFFECTIVE ENGAGEMENT

#OpenPLSA |

PLSA Stand |

15:55 - 16:15

George Currie, Policy Lead: Lifetime Savings, PLSA
Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA
Daniel McKissack, Senior Policy Adviser: DC
Craig Rimmer, Policy Lead: Master Trusts, PLSA

16:45 - 17:30

AN ECONOMIST WALKS INTO A BROTHEL

PLENARY 7 |

PENTLAND AUDITORIUM |

16:45 - 17:30

Unlikely inspirations for risk management...
Allison Schrager, Economist and author
Chair: James Walsh, Head of Member Engagement, PLSA

17:30 - 19:30

PLSA DRINKS RECEPTION

SOCIAL |

EXHIBITION HALL |

17:30 - 19:30

Joins us for drinks, food and networking...

08:30

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

08:30 - 14:00

09:00 - 09:25

NOTES FROM A DIVERSITY TRAILBLAZER

PLENARY 8 |

Pentland |

09:00 - 09:25

What glass ceiling?
Baroness Sayeeda Warsi, Lawyer, businesswoman, campaigner and former cabinet minister
Chair: Alison Hatcher, Board Director, PLSA; Global Head of Pensions Client Strategy, HSBC

09:25 - 10:05

IS ALL DIVERSITY CREATED THE SAME?

PLENARY 9 |

PENTLAND |

09:25 - 10:05

How to weigh up diversity characteristics...
Daniel Gerring, Head of Pensions, Travers Smith; D&I Advisory Board, PLSA
Gavin Lewis, Head of UK LGPS, BlackRock; Co-founder #Talkaboutblack initiative, Diversity Project
Sarah Smart, Independent Investment Committee member, Unilever UK pension scheme
Baroness Sayeeda Warsi, Lawyer, businesswoman, campaigner and former cabinet minister
Chair: Alison Hatcher, Board Director, PLSA; Global Head of Pensions Client Strategy, HSBC

10:05 - 10:50

IS DEMOCRACY SAFE IN THE DIGITAL AGE?

PLENARY 10 |

PENTLAND AUDITORIUM |

10:05 - 10:50

A chilling view of our potential future...
Jamie Bartlett, Journalist and author
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

10:50 - 11:30

Refreshment break

Networking |

Exhibition hall |

10:50 - 11:30

#OPENPLSA - ADEQUATE CONTRIBUTIONS

#OpenPLSA |

PLSA Stand |

11:00 - 11:20

George Currie, Policy Lead: Lifetime Savings, PLSA
Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA
Daniel McKissack, Senior Policy Adviser: DC
Craig Rimmer, Policy Lead: Master Trusts, PLSA

A DEEPER DIVE INTO THE DARK WEB

LEARNING HUB |

STAND 38 | EXHIBITION HALL |

11:05 - 11:20

The author of ‘The Dark Net’ answers your questions...
Jamie Bartlett, Journalist and author
Chair: James Walsh, Head of Member Engagement, PLSA

11:30 - 12:10

BEYOND THE BUDGET

PLENARY 11 |

PENTLAND AUDITORIUM |

11:30 - 12:10

The Spring 2020 Budget explained, specifically for the pensions industry...
Brian Henderson, Director of Consulting, Mercer
Chris Hitchen, Chair, Border to Coast Pensions Partnership
Gregg McClymont, Director of Policy and External Affairs, The People's Pension
Laura Myers, Member, PLSA Policy Board; Head of DC, LCP
Rob Orr, Head of Technical and Comms, SAUL Trustee Company
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

12:10 - 13:00

AT THIS POINT IN TIME

Plenary 12 |

Pentland auditorium |

12:10 - 13:00

Breaking news, from a leading journalist...
Kirsty Wark, Journalist and broadcaster
Chair: Richard Butcher, Chair, PLSA; Managing Director, PTL

13:00 - 13:05

CLOSING REMARKS

PLENARY 13 |

PENTLAND AUDITORIUM |

13:00 - 13:05

Richard Butcher, Chair, PLSA; Managing Director, PTL

13:05 - 14:00

LUNCH AND CLOSE OF CONFERENCE

NETWORKING |

EXHIBITION HALL |

13:05 - 14:00

The PLSA reserves the right to alter or amend the programme