Birmingham - 9 January 2020

This one day conference is free to attend and covers key industry updates, hot topics and insights in the world of pension investments.

Our speaker and break-out sessions provide a clear understanding of the most pressing investment issues for pension scheme trustees, employers and pension professionals. Register your place now.

Register Now

Morning

09:15 10:00

Registration

    

10:00 10:10

Welcome from the chairman

Introduction

Chairman
  • Rod Goodyer

    Partner

    Barnett Waddingham

10:10 10:20

An introduction to UK Youth

Charity speaker

Session details TBC

Speakers
  • Jonny King

    Corporate Partnerships Manager

    UK Youth

  • Cristina Otelea

    Corporate Partnerships Manager

    UK Youth

  • Vicky Chenery

    Head of Partnerships and Fundraising

    UK Youth

10:20 11:00

Investment outlook in 2020

Guest speaker

We are pleased to be joined by Arnab Das from Invesco who will present the outlook for the world economy in 2020. The past year has seen markets respond to slowing growth, falling bond yields and political uncertainty but what challenges will 2020 pose?  How will these impact on asset classes and what investment opportunities may emerge?

Speaker
  • Arnab Das

    Global Market Strategist

    Invesco Ltd.

11:00 11:20

Refreshment break

    

11:20 11:50

Journey planning - a look under the bonnet

Barnett Waddingham Speaker

For many, talk of the end of their DB pension scheme has come to the fore a lot more quickly than expected. David Moreton from Barnett Waddingham will take you through some of the important practical considerations when putting a journey plan together. This includes setting an initial target and the implications for your current investment portfolio, through to the importance of flexibility to adjust as part of the journey, as well as investment issues to keep in mind when approaching the end of your plan. 

Speaker
  • David Moreton

    Principal

    Barnett Waddingham

11:50 12:20

Generating investment returns and trustee accountability

Barnett Waddingham Speaker

Based on soon-to-be-published research undertaken by Barnett Waddingham’s investment team, this session will consider how growth portfolios can be constructed for future investment growth and will answer the question – how accountable is a trustee board for generating investment returns?

Speaker
  • Peter Daniels

    Principal

    Barnett Waddingham

Afternoon

12:20 12:30

Introduction to afternoon

    

12:30 13:25

Lunch

   

13:25 14:00

Breakout 1

Breakout sessions

Room 1 - Cashflow-Driven Investment: should you consider it for your scheme?

Room 2 - What's happening in property markets?

Room 3 - DC: what does the future hold?

Breakout leads
  • Ian Mills

    Principal and Senior Investment Consultant

    Barnett Waddingham

  • Geoffrey Shaw

    Director and Portfolio Manager

    BlackRock

  • Esther Hawley

    Associate

    Barnett Waddingham

14:00 14:05

Changeover

Time to switch rooms for the second session

14:05 14:40

Breakout 2

Breakout sessions

Room 1 - Addressing 2020's new challenges

Room 2 - What's happening in property markets?

Room 3 - DC: what does the future hold?

Breakout leads
  • Neil Davies

    Partner

    Barnett Waddingham

  • Geoffrey Shaw

    Director and Portfolio Manager

    BlackRock

  • Esther Hawley

    Associate

    Barnett Waddingham

14:40 15:00

Refreshment break

   

15:00 15:55

Now it’s time to make a difference – real engagement on ESG

Guest Speakers and Chair

Pension schemes have all updated their Statement of Investment Principles to reflect the new requirements on Environmental, Social and Governance (ESG) factors, but this is only the start of the ESG journey. Complying with the regulations is a first step but how can investors drive real change in these areas?  We are very pleased to be joined by Nico Aspinall, Chief Investment Officer at B&CE and Janice Turner, co-chair of the Association of Member Nominated Trustees (AMNT). They both have first-hand experience of how to make a difference in the areas of climate change and engagement respectively across pension schemes of different sizes. The session will be chaired by Sonia Kataora, Barnett Waddingham’s Head of DC Investment, who works with some of the UK’s leading investors in addressing these issues.

Guest Speakers and Chair
  • Nico Aspinall

    Chief Investment Officer

    B&CE

  • Janice Turner

    Founding co-chair

    Association of Member Nominated Trustees

  • Sonia Kataora

    Partner and Head of DC Investment

    Barnett Waddingham

15:55 16:00

Closing remarks

   

Chairman
  • Rod Goodyer

    Partner

    Barnett Waddingham

The Vox conference centre Birmingham 

Enjoy the stunning contemporary surroundings of The Vox, Birmingham! Relaxed and informal, this venue works perfectly with our conference, with so much space and panoramic lake views. Your day will be topped off with insightful discussions and presentations from experts within the industry. If you are arriving by car, Resorts World is just minutes from Solihull and just off the A45 from Coventry. You will find The Vox on the second floor of
Resorts World. 

The Venue

The Vox Conference Centre

Bristol - 16 January 2020

This half day conference is free to attend and covers key industry updates, hot topics and insights in the world of pension investments.

Our speaker and break-out sessions provide a clear understanding of the most pressing investment issues for pension scheme trustees, employers and pension professionals. Register your place now.

Register Now

Morning

09:00 09:30

Registration

   

09:30 09:40

Welcome from the chairman

Introduction

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

09:40 09:50

An introduction to UK Youth

Charity speaker

Session details TBC

Speakers
  • Jonny King

    Corporate Partnerships Manager

    UK Youth

  • Cristina Otelea

    Corporate Partnerships Manager

    UK Youth

  • Vicky Chenery

    Head of Partnerships and Fundraising

    UK Youth

09:50 10:30

Investment outlook in 2020

Guest Speaker

We are pleased to be joined by Arnab Das from Invesco who will present the outlook for the world economy in 2020. The past year has seen markets respond to slowing growth, falling bond yields and political uncertainty but what challenges will 2020 pose? And how will these impact on asset classes and what investment opportunities may emerge?

Speaker
  • Arnab Das

    Global Market Strategist

    Invesco Ltd.

10:30 10:50

Journey planning - a look under the bonnet

Barnett Waddingham Speaker

For many, talk of the end of their DB pension scheme has come to the fore a lot more quickly than expected. David Moreton from Barnett Waddingham will take you through some of the important practical considerations when putting a journey plan together. This includes setting an initial target and the implications for your current investment portfolio, through to the importance of flexibility to adjust as part of the journey, as well as investment issues to keep in mind when approaching the end of your plan. 

Speaker
  • David Moreton

    Principal

    Barnett Waddingham

10:50 11:10

Refreshment break

    

11:10 11:35

Addressing 2020's new challenges

Barnett Waddingham Speaker

2020 sees a number of new challenges for pension fund trustees:

• a proposed reform of RPI, with complex implications for benefits and investment strategies
• a new expectation for trustees to set long-term funding targets for their schemes
• a new wave of disclosure requirements covering stewardship, fees and costs.

Barnett Waddingham's partner Neil Davies will talk through what is driving these changes and what they mean for trustees in practice.Most importantly, he will look at how schemes can add value while adapting to these changes.

Speaker
  • Neil Davies

    Partner

    Barnett Waddingham

11:35 12:00

Generating investment returns and trustee accountability

Barnett Waddingham Speaker

Based on soon-to-be-published research undertaken by Barnett Waddingham’s investment team, this session will consider how growth portfolios can be constructed for future investment growth and will answer the question – how accountable is a trustee board for generating investment returns?

Speaker
  • Peter Daniels

    Principal

    Barnett Waddingham

12:00 12:25

Cashflow-Driven Investment: should you consider it for your scheme?

Barnett Waddingham Speaker

As pension schemes mature their investment strategies will need to evolve; the focus will shift from growing assets to paying benefits and so risk management and cashflow generation will become more important. Cashflow-Driven Investment, or CDI, is a way of matching assets to liabilities, whilst generating a modest level of growth.  This session will cover:

•    What is a CDI strategy?
•    How does it differ from Liability-Driven Investment?
•    When does it work best and when does it work less well?
•    What are the risks and challenges with a CDI strategy?
•    How can schemes implement a CDI strategy?

Speaker
  • Sarah Lochlund

    Investment Consultant

    Barnett Waddingham

12:25 12:50

DC: what does the future hold?

Barnett Waddingham Speaker

What does the future hold? Esther takes a look at the current state of play in the DC market and identify areas where we expect to see further developments. In particular will the shift towards larger schemes allow greater uptake of illiquid investments and can post-retirement options for members be improved?

Speaker
  • Esther Hawley

    Associate

    Barnett Waddingham

12:50 13:00

Closing remarks

  

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

SS Great Britain Bristol 

Can you think of anything more fun than attending a conference on a ship? Not just any ship, but the Brunel's SS Great Britain! This is one of the most important historic ships in the world. Trust us, this will be a conference to remember. The beautifully restored ship lies in the heart of Bristol’s harbour side, and offers some of the most spectacular views in the region. 

The Venue

SS Great Britain

London - 23 January 2020

This one day conference is free to attend and covers key industry updates, hot topics and insights in the world of pension investments.

Our speaker and break-out sessions provide a clear understanding of the most pressing investment issues for pension scheme trustees, employers and pension professionals. Register your place now.

Register Now

Morning

09:15 10:00

Registration

   

10:00 10:10

Welcome from the chairman

Introduction

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

10:10 10:20

An introduction to UK Youth

Charity speaker

Session details TBC

Speakers
  • Jonny King

    Corporate Partnerships Manager

    UK Youth

  • Cristina Otelea

    Corporate Partnerships Manager

    UK Youth

  • Vicky Chenery

    Head of Partnerships and Fundraising

    UK Youth

10:20 11:00

Investment outlook in 2020

Guest Speaker

We are pleased to be joined by John Greenwood from Invesco who will present the outlook for the world economy in 2020. The past year has seen markets respond to slowing growth, falling bond yields and political uncertainty but what challenges will 2020 pose? And how will these impact on asset classes and what investment opportunities may emerge?

Speaker
  • John Greenwood

    Chief Economist

    Invesco Ltd.

11:00 11:20

Refreshment break

    

11:20 11:50

Journey planning - a look under the bonnet

Barnett Waddingham Speaker

For many, talk of the end of their DB pension scheme has come to the fore a lot more quickly than expected. David Moreton from Barnett Waddingham will take you through some of the important practical considerations when putting a journey plan together. This includes setting an initial target and the implications for your current investment portfolio, through to the importance of flexibility to adjust as part of the journey, as well as investment issues to keep in mind when approaching the end of your plan.

Speaker
  • David Moreton

    Principal

    Barnett Waddingham

11:50 12:20

Generating investment returns and trustee accountability

Barnett Waddingham Speaker

Based on soon-to-be-published research undertaken by Barnett Waddingham’s investment team, this session will consider how growth portfolios can be constructed for future investment growth and will answer the question – how accountable is a trustee board for generating investment returns?

Speaker
  • Peter Daniels

    Principal

    Barnett Waddingham

Afternoon

12:20 12:20

Introduction to afternoon

   

12:30 13:25

Lunch

   

13:25 14:00

Breakout 1

Breakout sessions

Room 1 - Cashflow-Driven Investment: should you consider it for your scheme?

Room 2 - What's happening in property markets?

Room 3 - DC: what does the future hold?

Breakout leads
  • Ian Mills

    Principal and Senior Investment Consultant

    Barnett Waddingham

  • Geoffrey Shaw

    Director and Portfolio Manager

    BlackRock

  • Esther Hawley

    Associate

    Barnett Waddingham

14:00 14:05

Changeover

Time to switch rooms for the second session

14:05 14:40

Breakout 2

Breakout sessions

Room 1 - Addressing 2020's new challenges

Room 2 - What's happening in property markets?

Room 3 - DC: what  does the future hold?

Breakout leads
  • Neil Davies

    Partner

    Barnett Waddingham

  • Geoffrey Shaw

    Director and Portfolio Manager

    BlackRock

  • Esther Hawley

    Associate

    Barnett Waddingham

14:40 15:00

Refreshment break

   

15:00 15:55

Now it’s time to make a difference – real engagement on ESG

Guest Speakers and Chair

Pension schemes have all updated their Statement of Investment Principles to reflect the new requirements on Environmental, Social and Governance (ESG) factors, but this is only the start of the ESG journey. Complying with the regulations is a first step but how can investors drive real change in these areas?  We are very pleased to be joined by Nico Aspinall, Chief Investment Officer at B&CE and Janice Turner, co-chair of the Association of Member Nominated Trustees (AMNT). They both have first-hand experience of how to make a difference in the areas of climate change and engagement respectively across pension schemes of different sizes. The session will be chaired by Sonia Kataora, Barnett Waddingham’s Head of DC Investment, who works with some of the UK’s leading investors in addressing these issues.

Speakers
  • Nico Aspinall

    Chief Investment Officer

    B&CE

  • Janice Turner

    Founding co-chair

    Association of Member Nominated Trustees

  • Sonia Kataora

    Partner and Head of DC Investment

    Barnett Waddingham

15:55 16:00

Closing remarks

   

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

16:00 17:30

Drinks Reception

Have a drink or two whilst networking with peers and our conference speakers.

etc.venues London 

Set in a stylish and contemporary venue, our largest conference is perfectly situated and easy to get to with it being right next door to Liverpool Street station. In between sessions, you’ll have the perfect opportunities to discuss what you’ve just heard and network with your peers in the investment industry.

The Venue

Etc.Venues

Manchester - 30 January 2020

This half day conference is free to attend and covers key industry updates, hot topics and insights in the world of pension investments.

Our speaker and break-out sessions provide a clear understanding of the most pressing investment issues for pension scheme trustees, employers and pension professionals. Register your place now.

Register Now

Morning

09:00 09:30

Registration

  

09:30 09:40

Welcome from the chairman

Introduction

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

09:40 09:50

An introduction to UK Youth

Charity speaker

Session details TBC

Speakers
  • Jonny King

    Corporate Partnerships Manager

    UK Youth

  • Cristina Otelea

    Corporate Partnerships Manager

    UK Youth

  • Vicky Chenery

    Head of Partnerships and Fundraising

    UK Youth

09:50 10:30

Investment outlook in 2020

Guest Speaker

We are pleased to be joined by John Greenwood from Invesco who will present the outlook for the world economy in 2020. The past year has seen markets respond to slowing growth, falling bond yields and political uncertainty but what challenges will 2020 pose? And how will these impact on asset classes and what investment opportunities may emerge?

Speaker
  • John Greenwood

    Chief Economist

    Invesco Ltd.

10:30 10:50

Journey planning - a look under the bonnet

Barnett Waddingham Speaker

For many, talk of the end of their DB pension scheme has come to the fore a lot more quickly than expected. David Moreton from Barnett Waddingham will take you through some of the important practical considerations when putting a journey plan together. This includes setting an initial target and the implications for your current investment portfolio, through to the importance of flexibility to adjust as part of the journey, as well as investment issues to keep in mind when approaching the end of your plan. 

Speaker
  • David Moreton

    Principal

    Barnett Waddingham

10:50 11:10

Refreshment break

    

11:10 11:35

Addressing 2020's new challenges

Barnett Waddingham Speaker

2020 sees a number of new challenges for pension fund trustees:

• a proposed reform of RPI, with complex implications for benefits and investment strategies
• a new expectation for trustees to set long-term funding targets for their schemes
• a new wave of disclosure requirements covering stewardship, fees and costs.

Barnett Waddingham's partner Neil Davies will talk through what is driving these changes and what they mean for trustees in practice.Most importantly, he will look at how schemes can add value while adapting to these changes.

Speaker
  • Matt Tickle

    Partner

    Barnett Waddingham

11:35 12:00

Generating investment returns and trustee accountability

Barnett Waddingham Speaker

Based on soon-to-be-published research undertaken by Barnett Waddingham’s investment team, this session will consider how growth portfolios can be constructed for future investment growth and will answer the question – how accountable is a trustee board for generating investment returns?

Speaker
  • Peter Daniels

    Principal

    Barnett Waddingham

12:00 12:25

Cashflow-Driven Investment: should you consider it for your scheme?

Barnett Waddingham Speaker

As pension schemes mature their investment strategies will need to evolve; the focus will shift from growing assets to paying benefits and so risk management and cashflow generation will become more important. Cashflow-Driven Investment, or CDI, is a way of matching assets to liabilities, whilst generating a modest level of growth.  This session will cover:

•    What is a CDI strategy?
•    How does it differ from Liability-Driven Investment?
•    When does it work best and when does it work less well?
•    What are the risks and challenges with a CDI strategy?
•    How can schemes implement a CDI strategy?

Speaker
  • Ian Mills

    Principal and Senior Investment Consultant

    Barnett Waddingham

12:25 12:50

DC: what does the future hold?

Barnett Waddingham Speaker

What does the future hold? Esther takes a look at the current state of play in the DC market and identify areas where we expect to see further developments. In particular will the shift towards larger schemes allow greater uptake of illiquid investments and can post-retirement options for members be improved?

Speaker
  • Esther Hawley

    Associate

    Barnett Waddingham

12:50 13:00

Closing remarks

  

Chairman
  • Alex Pocock

    Partner and Head of Investment Consulting

    Barnett Waddingham

etc.venues Manchester

This fantastic venue is in Manchester's Piccadilly district is at the centre of a transport hub within easy access of mainline and tram stations (in fact the tram stops right outside their door). In between beneficial sessions and workshops where you can hear all the latest in the industry insights, you can take a moment to take in the views over this energetic city. 

The Venue

Etc.Venues Manchester

Investment Conference 2020: