Programme

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 Wednesday 06 March

10:00

Registration and exhibition opens

10:30 - 11:30

Specialist session 1 - View details here
Trustee Learning Zone 1 - View details here

11:30 - 12:00

Refreshment break in the exhibition hall

12:00 - 13:00

Specialist session 2 - View details here
Trustee Learning Zone 2 - View details here

12:30 - 14:00

Lunch in the exhibition hall

Plenary 1
14:00 - 14:20

Chair's introduction and welcome

Richard Butcher, Chair, PLSA

Plenary 2
14:20 - 15:05

THE UK'S POST-BREXIT, POST-QE OUTLOOK AND INVESTMENT ENVIRONMENT

The UK’s economy is in flux, buffeted by Brexit and rising interest rates, low productivity and declining foreign investment.  Indications are that the broader global economy is slowing down as well. What is the UK’s near and mid-term economic outlook? What role may fiscal policy play in addressing these challenges?

Paul Johnson, Director, IFS

Chaired by: Richard Butcher, Chair, PLSA

15:05 - 15:50

Refreshment break in the exhibition hall

Plenary 3
15:50 - 16:50

SLEEPLESS IN CIO-LAND

From Brexit to climate change, rising interest rates, potential for recession, trade wars, longevity, inflation, liquidity, government instability and more – it’s a wonder that chief investment officers get any sleep at all.  Our panel will tell us what keeps them up at night, as well as where they find relief. 

Daniel Booth, Chief Investment Officer, Border to Coast Pensions Partnership
Roelof Salomons, Chief Strategist, Kempen Capital
Co-speaker TBC

Chaired by: Emma Douglas, Chair, PLSA Policy Board

PLENARY 4
16:50 - 17:30

impact of trade wars on investments

Trade arrangements around the world are changing shape, with critical implications for investors. From the US/China trade wars, to the eventual EU/UK trade agreement, to American trade protectionism, forthcoming trade variations may necessitate a strategic rethink for schemes. What are the risks – and opportunities – posed by global changes in trade?

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research, PGIM Fixed Income; Former Under Secretary for International Affairs, US Department of the Treasury

Chaired by: Carol Young, Head of Benefits, Royal Bank of Scotland

17:45

Registration and exhibition closes

 

 Thursday 07 March

07:00 - 08:00

PLSA MORNING 5K RUN SPONSORED BY SEI iNVESTMENTS - ALL ABILITIES WELCOME

Refreshments will be served following the run.
Open to everyone that has registered for the conference. Please register here if you would like to attend.

08:30

registration and Exhibition opens

Plenary 5
09:15 - 10:15

future shape of dc investing 

DC investing is changing and the regulatory environment is shifting as well, allowing DC schemes to invest in new asset classes and to have portfolios that were once available only  to DB investors. What will DC investors want to understand before making these investments? 

Nico Aspinall, Chief Investment Officer, The People's Pension

Emma Douglas, Head of DC, Legal & General Investment Management
Mark Jaffray, Partner and Head of DC Consulting, Hymans Robertson

Chaired by: Laura Myers, Head of DC, LCP; Member, PLSA Policy Board

PLENARY 6
10:15 - 11:00

under the radar risks

Investment risk is usually couched in language that we’re used to – liquidity, market, inflation, climate and others.  But an additional layer of risk lies just below the surface that may pose a considerable threat to returns.  We’re looking at you – antimicrobial resistance, bribery, corruption, tax planning, slavery and single-use plastic! 
Jeremy Coller, Chief Investment Officer and Chair, Coller Capital; Founder, FAIRR Initiative
Carlota Garcia-Manas, Senior Analyst, Investment Stewardship, Church Commissioners for England
Carola van Lamoen, Head of Active Ownership, Robeco

Chaired by: Rachel Brothwood, Member, PLSA Policy Board; Director of Pensions, West Midlands Pension Fund

11:00 - 11:45

REFRESHMENT BREAK IN THE EXHIBITION HALL

PLENARY 7
11:45 - 12:25

details coming soon... 

 

Stream Session 1
12:35 - 13:15

DB
STREAM

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CHARTING A COURSE TO SECURE member benefits

As schemes journey to buyout, consolidation, or self-sufficiency, it is essential that a plan is in place that will deliver them to their destination. How does a scheme's endgame influence its choice of investments?  What can trustees do to ensure they have chosen the correct route?
Tim Banks, Principal, Mercer
Speaker TBC
Chaired by: Joe Dabrowski, Head of DB, LGPS and Standards, LGPS

 

DC
STREAM

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PRIVATE MARKETS INVESTING FOR DC SCHEMES AND MASTER TRUSTS

DC schemes have not often included private markets investment in their allocation, but new ideas and opportunities could lead them to change their minds. What are the best ways for DCs and master trusts to access this asset class, and how should they evaluate potential investments in it?
Roberto Cagnati, Co-head, Portfolio Management, Partners Group
Rene Poisson, Chair, JP Morgan UK Pension Plan
Chaired by: TBC

asset allocation
STREAM

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STRATEGIC THEMES AND TACTICAL OPPORTUNITIES IN ASSET ALLOCATION

Asset allocation is the cornerstone of portfolio management, and getting it right in the best of times is tricky. With the near to mid-term economic scenario uncertain at best, what are the key investment themes and tactical opportunities to inform asset allocation decisions over the next five years?

Koray Yesildag, Principal, Asset Allocation Specialist, Aon
Co-speaker TBC
 

 

INVESTMENT &
GOVERNANCE STREAM

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EVALUATING THE ESG FACTORS OF NATIONS

While ESG has long been discussed in the equity space, other applications for it include fixed income, particularly as a lens by which to view sovereign bonds. How can nations’ current and prospective ESG scores be utilised to evaluate their respective government-issued debt, and how can this benefit the portfolio of a pension investor?

Vivian Guo, Research Analyst, Franklin Templeton
Co-speaker TBC
Chaired by:  Caroline Escott, Policy Lead: Investment & Stewardship, PLSA

13:15 - 14:45

LUNCH IN THE EXHIBITION HALL

Stream Session 2
14:45 - 15:25

DB
STREAM

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smooth sailing on the winds of change

Your scheme has put together a fantastic plan and is heading in the right direction, but market performance, covenant changes, sponsor pressure and new regulations collude to blow you off course.  Changing tack while keeping the same objective is complex, but not impossible.   How can schemes get back on track?

Speakers TBC
Chaired by: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

DC
STREAM

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SUCCESS BY DEFAULT

Millions of savers are joining schemes via auto enrolment, and the vast majority will utilise their scheme’s default option. Therefore, default options must be designed to produce the best outcomes without inordinate risk or excessive fees. A look at current best practice and innovation in DC default option design.

Mehvish Ayub, Senior Investment Manager, Investment Solutions Group, State Street Global Advisors 
Paul Todd, Director, Investment Development and Delivery, NEST 
Chaired by: George Currie, Policy Lead: Lifetime Savings, PLSA
 

 

 

 

ASSET ALLOCATION
STREAM

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BUILDING SUCCESSFUL INFRASTRUCTURE PARTNERSHIPS

Europe requires €2 trillion of investment in infrastructure by 2020, but governments have limited resources to raise the necessary funds. Opportunities in European infrastructure may appeal to UK schemes both from risk-reward and responsible investment perspectives. How can managers and trustees work together to ensure successful outcomes in infrastructure investment?

Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments
Co-speaker TBC
Chaired by: TBC

 

INVESTMENT &
GOVERNANCE STREAM

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Media partner

 

a transparent world

IThe Cost Transparency Initiative is committed to implementing, promoting and encouraging the use of standardised templates to help pension schemes understand their costs and charges. As it prepares to roll out the templates across the industry, we share the findings from its pilot, next steps and aspirations. 

Mel Duffield, Chair, Cost Transparency Initiative; Pensions Strategy Executive, USS;
Speaker TBC
Chaired by: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

15:25 - 16:10

Refreshment break in the exhibition hall

Stream Session 3
16:10 - 16:50

DB
STREAM

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Media partner

 

LAND AHOY! MANAGING INVESTMENTS CLOSER TO JOURNEY'S END

Investments for schemes closer to their destination comprise various elements, including cashflow-driven investment and liability hedging. An expert panel of speakers who have employed different types of investment strategies in their schemes are on hand to discuss their own experiences and answer questions.
Chaired by: Mark Dunne, Editor, portfolio institutional

 

DC
STREAM

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Passive v active investing for DC investors

Schemes have increased their allocation to passive to reduce costs while taking advantage of a rising market tide.  As volatility increases, investors may re-evaluate this stance. Will the higher costs of active management provide value compared to the risks of being passively invested during a downturn? What about smart beta and other types of 'in-between' investment?

Chaired by: George Currie, Policy Lead: Lifetime Savings, PLSA

 

ASSET ALLOCATION
STREAM

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4 X 10 – ASSET CLASS ALLOCATION

Rounding off our asset allocation stream, four speakers give 10 minute mini-presentations on specific asset classes and their place in your scheme’s portfolio.

Maxime Perrin, Client Portfolio Manager and Analyst, Convertible Bonds, Lombard Odier
Speakers TBC

 

investment &
governance STREAM

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IMPACT INVESTING - IMPLEMENTATION AND MEASUREMENT

The Impact measurement is integral to effective impact investing, but setting targets and other goals may prove challenging for investors who are new to this type of investing. What is the most effective way to measure impact investment? Are there already investments in your scheme's portfolio that could be classified as impact investments?

Elizabeth Corley, Vice Chair, Allianz Global Investors
Mark Thompson, Chief Investment Officer, HSBC UK Pension Scheme
Chaired by: Caroline Escott, Policy Lead: Investment & Stewardship, PLSA

Plenary 8
17:00 - 17:45

WHAT CAN THE RUSSIAN MOB TEACH US ABOUT INVESTMENT?

Misha Glenny, Journalist and author of ‘McMafia'
Chaired by: Emma Douglas, Chair, PLSA Policy Board

17:45 - 19:45

plsa Drinks reception in the exhibition hall - Kindly sponsored by Marketing edinburgh

19:45

Exhibition and registration closes

 

 Friday 08 March

09:00

Registration and exhibition opens

Plenary 9
09:30 - 10:15

MAGIC NUMBERS – USING DATA TO PREDICT HUMAN BEHAVIOUR

The pensions industry is driven by data, using actuarial tables, complex accounting and demographics. As we look to algorithms to predict outcomes, it’s necessary to understand their power and their limitations. A noted mathematician and presenter leads the enquiry: Are algorithms really an improvement on the human judgement they replace?

Hannah Fry, Mathematician and Science Presenter

Chaired by: Emma Douglas, Chair, PLSA Policy Board

Plenary 10
10:15 - 11:00

CULTURE CHANGE IN THE UK INVESTMENT INDUSTRY

A lack of diversity – of gender, age, ethnicity and thought, among other areas – was partially to blame for the financial crisis of 2008. In the decade that followed the diversity conversation has taken hold, but has our industry’s culture actually changed? Is it more welcoming of diverse people and ideas?

Alison Cottrell, Chief Executive Officer, Banking Standards Board
Debbie Gupta, Co-Director, Life Insurance and Financial Advice Supervision, Financial Conduct Authority
Michael Watkins, Head of Proposition Development, Smart Pension; Co-Founder and Chair, NextGen Pensions

Chaired by: Alison Hatcher, Board Member, PLSA; Head of Pensions Client Strategy, HSBC

11:00 - 11:40

Refreshment break in the exhibition hall

PLENARY 11
11:40 - 12:20

THE PPE DEGREE – PENSIONS, POLITICS AND ECONOMICS

With global markets reeling in 2008, the then-Chancellor of the Exchequer was forced to make some controversial decisions to keep the UK economy afloat. The ensuing political environment may have sown the discontent that led to the leave vote. Can the lessons of the financial crisis be applied to post-Brexit Britain?

Lord Alistair Darling, former Chancellor of the Exchequer 
Chaired by: Richard Butcher, Chair, PLSA

Plenary 12
12:20 - 13:00

LETTER FROM EUROPE

With a front-row seat to the EU-UK Brexit negotiations in Brussels, the BBC’s Europe editor is uniquely placed to provide insight into the current European political climate. How will Europe feel the impact of the UK’s exit, and what steps will they take to shore up the membership of the 27 remaining nations?

Katya Adler, Broadcaster and journalist 
Chaired by: Richard Butcher, Chair, PLSA

13:00 - 14:00

Lunch in the exhibition hall

14:00

Close of conference and exhibition

The PLSA reserves the right to alter or amend the programme should it become necessary due to circumstances beyond their control. 
This conference qualifies for up to 7 hours CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.
We politely ask you not to attend or host off-site meetings or events within official conference hours.