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As the threat of inflation grows in likelihood, central banks and government figures are thinking carefully about how to respond through fiscal and monetary policy. Pension plans, seeking both protection from devaluation of holdings and the potential to gain exposure to the upside, are rigorously reviewing their fixed income portfolio and looking at the landscape of credit, bond and debt investment opportunities they can enter.

The second annual Institutional Fixed Income Summit for Chief Investment Officers, Heads of Asset Allocation and Investment Strategy, Fixed Income investment specialists, Pension Directors and Trustees at UK and European based asset owner groups.

Through the engaging content format, including our unique Talking Table workshop discussions, senior asset allocators outline and discuss the issues driving their thinking about how and where to allocate their assets within fixed income markets and sectors.

Only representatives of insurers and regulatory bodies are invited or can apply to attend this exclusive event. Get in touch with us using your corporate email address to reserve your seat registrations@clearpathanalysis.com. Or call us on +44 (0) 207 688 8511.

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TIMEBREAKFAST BRIEFING

8:00 - 8:40

Planning for the withdrawal of Quantitative Easing and the impact on inflation

OR

What is impacting markets more, economic factors or political will, and how to hedge and capitalise on the risks

Proposed: Sponsor or Pension Plan representative

TIME

MAIN CONFERENCE

8:15 - 9:10

BREAKFAST AND NETWORKING

9:10 - 9:20

Chairman’s opening address

9:20 - 10:00


Key Note Speech: Interpreting recent shifts in fiscal and monetary policy around the world – how stable is the global economy and where are the pressure points?

Confirmed: Mario Sander von Torklus, Special Representative and Director, Europe, World Bank

10:00 - 10:45


Panel debate: Fixed income investing in a crowded world – how to build a portfolio of high quality, low risk assets that meet growth and cashflow challenges?


Proposed: Reputable journalist

Confirmed: David Adkins, Head of Investment Strategy, Lloyds Banking Group Pension Scheme

Confirmed: Larissa Benbow, Head of Fixed Income, London LGPS CIV Limited

Confirmed: Ed Palmer, EMEA Chief Investment Officer, Metlife

Proposed: Sponsor slot

10:45 – 11:10


Key Note Speech: Brexit post separation – reading the political language to develop your defensive and offensive strategies

Confirmed: Richard Williams, Chief Investment Officer, RPMI


11:10 - 11:35


MORNING REFRESHMENTS & NETWORKING

11:35 – 12:35


Talking Tables Workshops Rounds 1 – 2*

12:35 – 13:25

LUNCH

13:25 – 14:25


Talking Tables Workshops Rounds 3 and 4*

14:25 - 14:45


AFTERNOON REFRESHMENTS & NETWORKING

STREAM 1 – CHANGING YOUR INVESTMENT APPROACH

Stream

Chairperson TBC

Stream

Chairperson TBC

14:45 – 15:10

Presentation: Managing the switch between growth driven investing, income generating and liability matching

Proposed: Sponsor or Pension Plan representative

Presentation: The evolution of debt markets – designing a portfolio of public and private securities

Proposed: Sponsor or Pension Plan representative

15:10 – 15:55

Panel debate: Cashflow investing: how can investment officers ensure a steady supply of income in the short-term matched to assets for long term sustainability?

Proposed: Reputable journalist

Proposed: Mark Hedges, Chief Investment Officer, Nationwide Pension Fund

Proposed: Boris Molls, Principal, Portfolio Management, BT Pension Scheme Management

Proposed: Alex Veys, Chief Investment Officer, Hiscox

Proposed: Sponsor slot

Panel debate: Has emerging market debt shifted away from ‘high-risk’ status yet?

Proposed: Reputable journalist

Confirmed: Pernille Bomholdt Henneberg, Global Economist, Citi

Proposed: Jason Fletcher, Chief Investment Officer, Local Government Pension Scheme

Proposed: Neil Jenkins, European Chief Investment Officer of Retirement, Aon

Proposed: Sponsor representative

15:55 – 16:20

Presentation: Is active management on the comeback – picking the target areas and managing the transition

Proposed: Kasper Ahrndt Lorenzen, Chief Investment Officer, ATP

Presentation: High yield strategies – building your portfolio and managing the risks

Proposed: Simon Courtney, Head of Fixed Income Investments, BP Pension Fund

MINI BREAK

Guest Case Study Presentation: Spotting fixed income market bubbles – design your triggers, know where to go!

Confirmed: Trevor Williams, former Chief Economist, Lloyds Bank Corporate Markets, Visiting Professor, University of Derby

DRINKS RECEPTION


* Talking Tables workshop format and subjects

Our Talking Tables workshops form a unique part of our summits and give asset owner group representatives the opportunity to engage with one another on subjects they’ve stated to be issues they’re most keen to engage on. Sponsors may host a Talking Table workshop subject over the day.

Four workshop topics from those listed below will be covered during the summit.

Should a sponsor wish to put forward a subject for consideration that is not listed below, then we are open to additional topics. However, only subjects that we believe asset owner group professionals will actively participate in will be seriously considered and accepted.

For more information on the Talking Tables workshops, please contact Noel Hillmann – noelhillmann@clearpathanalysis.com

  • Expanding your private debt portfolio
  • Breaking into emerging market private debt
  • Successfully implementing liability adjusted and driven investment portfolios
  • ESG strategies for bond portfolios
  • Factor investing in the bond space
  • Multi-asset and diversification – the role of asset backed securities in a multi-credit portfolio
  • The return of active investment strategies
  • Using ETFs in your bond investment strategy
  • Direct lending: still alive and kicking
  • Using technology and data to manage your fixed income portfolio

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

- Contributing a thought piece on an issue raised in the market research

- Participating in or moderating a roundtable with other industry leaders

- Participating as an interviewer or interviewee

- Producing a case study white paper written with a client or supplier

- Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 688 8511 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

We work with a very limited number of Media Partners who offer suitable ways in which we can publicise our Summits and Reports for the benefits of our Sponsor partners, speakers and delegates.

Call +44 (0) 207 688 8511 or send a message to discuss a potential partnership