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INVESTMENT CONFERENCE

2019 Presentations

INVESTMENT CONFERENCE

2019 Presentations

Speaker presentations, videos of selected sessions and related documents from the 2019 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.

10:00

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

10:00 - 17:30

10:30 - 11:30

INVESTING IN LISTED REAL ASSETS

SPECIALIST SESSION |

LOWTHER |

10:30 - 11:30

What are the pros and cons of listed real asset investment? Does it belong in your portfolio?
Stefan Lowenthal, Chief Investment Officer, Global Multi-Asset Solutions, Macquarie Investment Management
Chair: George Currie, Policy Lead: Lifetime Savings, PLSA

CLIMATE CHANGE IMPACT CASE STUDY - ENERGY & TRANSPORTATION SECTOR

TRUSTEE LEARNING ZONE |

LAMMERMUIR |

10:30 - 11:30

Understanding the scope of the environmental challenges within your portfolio is critical, as transportation and energy are key, yet controversial sectors in sustainable energy transition.
David Czupryna, SRI Portfolio Manager, Candriam
Chair: Rachel Pine, Events & Training Content Manager, PLSA

11:30 - 12:00

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

11:30 - 12:00

12:00 - 13:00

HOW CAN DB SCHEMES BEST USE PROPERTY WHEN DE-RISKING

SPECIALIST SESSION |

LOWTHER |

12:00 - 13:00

How can schemes use property in their de-risking efforts? How can they manage risk throughout the cycle as they make this switch? What are other elements to understand?
Julian Agnew, UK Chief Investment Officer, LaSalle Investment Management
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

PLANNING FOR THE ENDGAME – HELPING TRUSTEES NAVIGATE THEIR OPTIONS AND RESPONSIBILITIES

TRUSTEE LEARNING ZONE |

LAMMERMUIR |

12:00 - 13:00

How do trustees determine which path is right for their scheme? What are the trustees’ legal responsibilities?
Susie Daykin, Partner, Travers Smith
Peter Hughes, Partner, Travers Smith
Sebastian Reger, Partner, Travers Smith
Chair: Rachel Pine, Events & Training Content Manager, PLSA

12:30 - 14:00

LUNCH

NETWORKING |

EXHIBITION HALL |

12:30 - 14:00

#OPENPLSA - DC: TARGETS, DASHBOARD, ADEQUACY & DECUMULATION

#OPENPLSA |

PLSA STAND |

12:45 - 13:15

Join us during the lunch break on the PLSA Stand to meet our Policy Team.

14:00 - 14:20

CHAIR'S INTRODUCTION AND WELCOME

PLENARY 1 |

PENTLAND AUDITORIUM |

14:00 - 14:20

Richard Butcher, Chair, PLSA | Managing Director, PTL

14:20 - 15:05

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

PLENARY 2 |

PENTLAND AUDITORIUM |

14:20 - 15:05

What is the UK’s near and mid-term economic outlook? What role may fiscal policy play in addressing these challenges?
Paul Johnson, Director, Institute for Fiscal Studies
Chair: Richard Butcher, Chair, PLSA | Managing Director, PTL

15:05 - 15:50

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

15:05 - 15:50

CONTINUING THE CONVERSATION WITH...PAUL JOHNSON

LEARNING HUB |

STAND 38 |

15:20 - 15:35

Paul Johnson, Director, Institute for Fiscal Studies
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

#OPENPLSA - GOVERNANCE, INVESTMENTS & STEWARDSHIP

#OPENPLSA |

PLSA STAND |

15:20 - 15:40

Join us during the afternoon break on the PLSA Stand to meet our Policy Team.

15:50 - 16:50

SLEEPLESS IN CIO-LAND

PLENARY 3 |

PENTLAND AUDITORIUM |

15:50 - 16:50

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 Partnership
Jo Holden, UK Chief Investment Officer, Mercer
Roelof Salomons, Chief Strategist, Kempen Capital
Chair: Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM

16:50 - 17:30

IMPACT OF TRADE WARS ON FINANCIAL MARKETS

PLENARY 4 |

PENTLAND AUDITORIUM |

16:50 - 17:30

What are the risks – and opportunities – posed by global changes in trade?
Nathan Sheets, Former Under Secretary for International Affairs, US Department of the Treasury
Chair: Carol Young, Director of Reward, Pensions & Benefits, RBS

Pensions and Lifetime Savings Association reserves the right to amend the programme.

07:00 - 08:00

PLSA MORNING 5K RUN

SOCIAL |

Macdonald Holyrood Hotel (Holyrood Suite) |

07:00 - 08:00

Join us for an energising morning jog or walk around the iconic Holyrood Park. Pre-registration essential.

08:30

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

08:30 - 19:45

09:15 - 10:15

FUTURE SHAPE OF DC INVESTING

PLENARY 5 |

PENTLAND AUDITORIUM |

09:15 - 10:15

DC investing is changing. What will DC investors want to understand before making these new investments?
Nico Aspinall, Chief Investment Officer, The People's Pension
Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM
Mark Jaffray, Head of DC Consulting, Hymans Robertson
Chair: Laura Myers, Head of DC, LCP

10:15 - 11:00

UNDER THE RADAR RISKS

PLENARY 6 |

PENTLAND AUDITORIUM |

10:15 - 11:00

We’re looking at you – antimicrobial resistance, bribery, corruption, tax planning, slavery and single-use plastic!
Carlota Garcia-Manas, Senior Investment Stewardship Analyst, Church Commissioners for England
Maria Lettini, Director, FAIRR Initiative
Carola van Lamoen, Head of Active Ownership, Robeco
Chair: Rachel Brothwood, Director of Pensions, West Midlands Pension Fund

11:00 - 11:45

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

11:00 - 11:45

#OPENPLSA - OUR CHAIR AND CEO

#OPENPLSA |

PLSA STAND |

11:10 - 11:40

Join us during the afternoon break on the PLSA Stand to put your questions to, and share your ideas with, our Chair and CEO

CDI: THE LATEST ACRONYM ON THE BLOCK

LEARNING HUB |

STAND 38 |

11:15 - 11:30

Julien Halfon, Head of Pension Solutions, BNP Paribas Asset Management
Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

11:45 - 12:25

AN INCONVENIENT ASSET

PLENARY 7 |

PENTLAND AUDITORIUM |

11:45 - 12:25

What must schemes, investment managers and consultants do now to mitigate the potential financial risk from climate change?
Jane Ambachtsheer, Global Head of Sustainability, BNP Paribas Asset Management
Chair: Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM

12:35 - 13:15

CHARTING A COURSE TO SECURE MEMBER BENEFITS

DB STREAM |

PENTLAND AUDITORIUM |

12:35 - 13:15

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
Kate Yates, Chief Executive, Plumbing Pensions
Chair: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

PRIVATE MARKETS INVESTING FOR DC SCHEMES AND MASTER TRUSTS

DC STREAM |

FINTRY AUDITORIUM |

12:35 - 13:15

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, J.P. Morgan Pension Fund
Chair: Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM

STRATEGIC THEMES AND TACTICAL OPPORTUNITIES IN ASSET ALLOCATION

ASSET ALLOCATION STREAM |

LAMMERMUIR ROOM |

12:35 - 13:15

What are the key investment themes and tactical opportunities to inform asset allocation decisions over the next five years?
Mark Fawcett, Chief Investment Officer, NEST Corporation
Koray Yesildag, Principal, Asset Allocation Specialist, Aon
Chair: Rachel Brothwood, Director of Pensions, West Midlands Pension Fund

EVALUATING THE ESG FACTORS OF NATIONS

INVESTMENT & GOVERNANCE STREAM |

SIDLAW AUDITORIUM |

12:35 - 13:15

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 Investments
Simon Lee, Head of Pension Trust and Chief Investment Officer, Marks & Spencer
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

13:15 - 14:45

LUNCH

NETWORKING |

EXHIBITION HALL |

13:15 - 14:45

#OPENPLSA - DC: Targets, Dashboard, Adequacy and Decumulation

#OPENPLSA |

PLSA STAND |

13:30 - 13:50

Join us during the lunch break on the PLSA Stand to meet our Policy Team.

#OPENPLSA - DB: FUNDING REGIME & SUPERFUNDS

#OPENPLSA |

PLSA STAND |

13:50 - 14:10

Join us during the lunch break on the PLSA Stand to meet our Policy Team

#OPENPLSA - STANDARDS: PQM & CTI

#OPENPLSA |

PLSA STAND |

14:10 - 14:30

Join us during the lunch break on the PLSA Stand to meet our Policy Team.

UNDERSTANDING TRUSTEES’ NEW DUTIES POST THE CMA INVESTIGATION

LEARNING HUB |

STAND 38 |

14:15 - 14:30

Brendan Walshe, Investment Consultant, TPR
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

14:45 - 15:25

SMOOTH SAILING ON THE WINDS OF CHANGE

DB STREAM |

PENTLAND AUDITORIUM |

14:45 - 15:25

Staying on course can be difficult, but not impossible. How can schemes avoid going off track?
David Adkins, Head of Investment Strategy, Lloyds Banking Group Pension Schemes
Emmanuel Bocquet, Senior Investment Manager, TPT Retirement Solutions
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

SUCCESS BY DEFAULT

DC STREAM |

FINTRY AUDITORIUM |

14:45 - 15:25

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 & Delivery, NEST Corporation
Chair: George Currie, Policy Lead: Lifetime Savings, PLSA

BUILDING SUCCESSFUL INFRASTRUCTURE PARTNERSHIPS

ASSET ALLOCATION STREAM |

LAMMERMUIR ROOM |

14:45 - 15:25

How can managers and trustees work together to ensure successful outcomes in infrastructure investment?
Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments
Chris Rule, Co-founder and member of Investment Committee, GLIL Infrastructure
Chair: Stephanie Baxter, Deputy Editor, Professional Pensions

A TRANSPARENT WORLD

INVESTMENT & GOVERNANCE STREAM |

SIDLAW AUDITORIUM |

14:45 - 15:25

As the Cost Transparency Initiative prepares to roll out standardised templates across the industry, we share the findings from its pilot, next steps and aspirations.
Victoria Bell, Director of Trustee Accounting, RPMI Railpen
Mel Duffield, Pensions Strategy Executive, Universities Superannuation Scheme
Chair: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

15:25 - 16:10

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

15:25 - 16:10

ALL CHANGE IN THE AUDIT MARKET

LEARNING HUB |

STAND 38 |

15:40 - 15:55

Paul Lee, Independent Consultant
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

#OPENPLSA - OUR CHAIR AND CEO

#OPENPLSA |

PLSA STAND |

15:40 - 16:00

Join us during the afternoon break on the PLSA Stand to put your questions to, and share your ideas with, our Chair and CEO

16:10 - 16:50

LAND AHOY! MANAGING INVESTMENTS CLOSER TO JOURNEY'S END

DB STREAM |

PENTLAND AUDITORIUM |

16:10 - 16:50

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.
Andrew Harrison, Director, LawDeb Pension Trustees
Peter Thompson, Client Director, Capital Cranfield
Nita Tinn, Client Director, Independent Trustee Services
Chair: Mark Dunne, Editor, Portfolio Institutional

PASSIVE V ACTIVE INVESTING FOR DC INVESTORS

DC STREAM |

FINTRY AUDITORIUM |

16:10 - 16:50

How can trustees accurately measure the risk/return of an active management strategy? Does lower volatility really work for the majority of scheme members?
Lydia Fearn, Head of DC and Financial Well-being, Redington
Sarah Smart, Independent Trustee, SmartCats Consulting; Senior Adviser, Avida International
Chair: George Currie, Policy Lead: Lifetime Savings, PLSA

ASSET ALLOCATION - LIGHTNING ROUND

ASSET ALLOCATION STREAM |

LAMMERMUIR ROOM |

16:10 - 16:50

Four speakers give seven minute mini-presentations on specific asset classes and their place in a scheme's portfolio
Christian Dimita, Head of the Product Specialist Team, Supply Chain Finance, Credit Suisse Asset Management
Nick Edwardson, Product Specialist, Kames Capital
Maxime Perrin, Client Portfolio Manager and Analyst, Convertible Bonds, Lombard Odier IM
Sandy Wilson, Portfolio Manager, Property Team, Columbia Threadneedle Investments
Chair: Laura Myers, Head of DC, LCP

IMPACT INVESTING - IMPLEMENTATION AND MEASUREMENT

INVESTMENT & GOVERNANCE STREAM |

SIDLAW AUDITORIUM |

16:10 - 16:50

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, Senior Adviser, Allianz Global Investors
Mark Thompson, CIO, HSBC UK Pension Scheme
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

17:00 - 17:45

WHAT CAN THE RUSSIAN MOB TEACH US ABOUT INVESTMENT?

PLENARY 8 |

PENTLAND AUDITORIUM |

17:00 - 17:45

A renowned expert on organised crime, cybersecurity and geopolitical risk takes us through possible post-Brexit scenarios and their knock-on portfolio effects.
Misha Glenny, Journalist and author of ‘McMafia'
Chair: Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM

17:45 - 19:45

PLSA DRINKS RECEPTION

SOCIAL |

EXHIBITION HALL |

17:45 - 19:45

Joins us for drinks, food and networking.

09:00

REGISTRATION AND EXHIBITION OPENS

REGISTRATION |

ATRIUM |

09:00 - 14:00

09:30 - 10:15

MAGIC NUMBERS – USING DATA TO PREDICT HUMAN BEHAVIOUR

PLENARY 9 |

Pentland |

09:30 - 10:15

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.
Hannah Fry, Mathematician and Science Presenter
Chair: Emma Douglas, Chair, PLSA Policy Board | Head of DC, LGIM

10:15 - 11:00

CULTURE CHANGE IN THE UK INVESTMENT INDUSTRY

PLENARY 10 |

PENTLAND |

10:15 - 11:00

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, FCA
Michael Watkins, Head of Proposition Development, Smart Pension
Chair: Alison Hatcher, Head of Pensions Client Strategy, HSBC

11:00 - 11:40

REFRESHMENT BREAK

NETWORKING |

EXHIBITION HALL |

11:00 - 11:40

KEY TRENDS IN CORPORATE GOVERNANCE AND VOTING

LEARNING HUB |

STAND 38 |

11:15 - 11:30

Caroline Escott, Policy Lead: Investment and Stewardship, PLSA
Chair: James Walsh, Head of Member Engagement, PLSA

#OPENPLSA - DB: FUNDING REGIME & SUPERFUNDS

#OPENPLSA |

PLSA STAND |

11:15 - 11:35

Join us during the morning break on the PLSA Stand to meet our Policy Team.

11:40 - 12:20

THE PPE DEGREE – PENSIONS, POLITICS AND ECONOMICS

PLENARY 11 |

PENTLAND AUDITORIUM |

11:40 - 12:20

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.
Alistair Darling, Former Chancellor of the Exchequer
Chair: Richard Butcher, Chair, PLSA | Managing Director, PTL

12:20 - 13:00

LETTER FROM EUROPE

PLENARY 12 |

PENTLAND AUDITORIUM |

12:20 - 13:00

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
Chair: Richard Butcher, Chair, PLSA | Managing Director, PTL

13:00 - 13:10

CLOSING REMARKS

PLENARY 13 |

PENTLAND AUDITORIUM |

13:00 - 13:10

Richard Butcher, Chair, PLSA | Managing Director, PTL

13:10 - 14:00

LUNCH AND CLOSE OF CONFERENCE

NETWORKING |

EXHIBITION HALL |

13:10 - 14:00