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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 institutional asset owner groups (pension plans, insurers, foundations, endowment funds, official institutions, and other asset owner categories) 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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TIME BREAKFAST 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?

Moderator:
Confirmed: Martin Shenfield, Senior Macro Strategist, TS Lombard

Panellists:
Confirmed: David Adkins, Head of Investment Strategy, Lloyds Banking Group Pension Scheme
Confirmed: Cliff Speed, Chief Investment Officer, TPT Retirement Solutions
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 3 - 4*

14:25 - 14:45

AFTERNOON REFRESHMENTS & NETWORKING

STREAM 1 – CHANGING YOUR INVESTMENT APPROACH

STREAM 2 – A WORLD OF NEW ASSET CLASSES

Stream

Chairperson TBC

Stream

Chairperson TBC

14:45 – 15:10

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

Confirmed: Kate Hollis, Senior Investment Consultant, Willis Towers Watson

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

Confirmed: John St. Hill, Deputy Chief Investment Officer, Responsible for Asset Allocation, Manager Selection and Investment Strategy, NEST-National Employment Savings Trust

15:10 – 16:00

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?

Moderator:

Proposed: Reputable journalist

Panellists:

Confirmed: Mark Gull, Head of Fixed Income, Pension Insurance Corporation

Confirmed: Kate Hollis, Senior Investment Consultant, Willis Towers Watson

Confirmed: Daniel Blamont, Head of Investment Strategy, Phoenix Group

Confirmed: Ewan McAlpine, Senior Client Portfolio Manager, Royal London Asset Management


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

Moderator:

Confirmed: Mike Gallagher, Managing Director, Macro Strategy, Continuum Economics

Panellists:

Confirmed: Pernille Bomholdt Henneberg, Global Economist, Citi

Confirmed: Gordon Ross, Investment Director, Fixed Income, LGPS Central

Confirmed: Alexandra Martinez, Investment Committee, Trustee, Royal National Institute for the Blind DB scheme

Confirmed: Alejandro Arevalo, Fund Manager, Fixed income, Jupiter Asset Management

Confirmed: Michael Cirami, Co-Director of Global Income, Eaton Vance


16:00 – 16:25

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

Invited: James Lewis, Partner, UK Head of Investment Strategy, Mercer

Presentation: ESG fixed income strategies - hallmarks of good ESG integration

Confirmed: Honor Fell, Vic President, Redington

16:25 - 16:35

MINI BREAK

16:35 - 17:20

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

17:20 - 18:30

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

  • Late cycle investing and rationale for multi-asset credit - hosted by Muzinich & Co. Exploring actual or perceived experiences in building an Asset Backed Securities portfolio - hosted by Twenty Four Asset Management 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

Mario Sander von Torklus

Special Representative and Director, Europe, World Bank

David Adkins

Head of Investment Strategy, Lloyds Banking Group Pension Scheme

John St.Hill

Deputy Chief Investment Officer, Responsible for Asset Allocation, Manager Selection and Investment Strategy , NEST - National Employment Savings Trust

Mark Gull

Head of Fixed Income, Pension Insurance Corporation

Kate Hollis

Senior Investment Consultant, Willis Towers Watson

Pernille Bomholdt Henneberg

Global Economist, Citi

Trevor Williams

former Chief Economist, Lloyds Bank Corporate Markets, Visiting Professor, University of Derby

Cliff Speed

Chief Investment Officer, TPT Retirement Solutions

Ed Palmer

Ed Palmer, EMEA Chief Investment Officer, Metlife

Richard Williams

Chief Investment Officer, RPMI Railpen

Daniel Blamont

Head of Investment Strategy, Phoenix Group

Ewan McAlpine

Senior Client Portfolio Manager, Royal London Asset Managemen

Michael Cirami

Co-Director of Global Income, Eaton Vanc

Honor Fell

Head of Responsible Investment, Redington

Erick Muller

Head of Product and Investment Strategy, Muzinich & Co

Ben Hayward

Partner, Portfolio Manager, Twenty Four Asset Management

Mike Gallagher

Managing Director, Macro Strategy, Continuum Economics

Alejandro Arevalo

Fund Manager, Fixed income, Jupiter Asset Management

Summit Sponsor


Eaton Vance is a leading global asset manager, with a history dating back to 1924. With offices in North America, Europe, Asia and Australia, we offer a broad array of investment strategies through a multi-affiliate structure that leverages the expertise of specialist investment firms, managing US$$444.1 billion in assets.

Summit Sponsor


Jupiter Asset Management
Founded in 1985 as an independent investment boutique, Jupiter has become one of the UK’s most successful and respected fund management groups. For thirty years we have successfully employed an active investment management approach based on original thought and true conviction investing. Headquartered in London, the company employs over 500 employees worldwide and manages £42.7bn (as at 31.12.18) on behalf of institutional and retail investors. As a dedicated, active fund manager, we seek to add value for our clients through the delivery of investment outperformance over the medium to long term.

Summit Sponsor


Royal London Asset Management is one of the UK’s leading investment companies. RLAM has built a strong reputation as an innovative manager, investing across all major asset classes and delivering consistent long term outperformance. RLAM manages over £113 billion of assets (at 31/12/18), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in Sustainable Investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments.

Workshop Sponsor


Muzinich & Co is a privately owned, institutionally focused investment firm specializing in public and private corporate credit. The firm was founded in New York in 1988 and has offices in London, Frankfurt, Madrid, Manchester, Milan, Paris, Singapore, Zurich and Dublin. Muzinich offers a broad range of corporate credit strategies in developed and emerging markets, managing more than $30bn of assets on behalf of investors worldwide. The firm has 185 employees in 10 offices globally, of which 81 are investment professionals (data as at 31st December 2018).

Muzinich’s clients in the UK invest in multi-asset credit, private debt, crossover global credit, syndicated loans, high yield and emerging market strategies.

Workshop Sponsor


Founded in 2008 by seven partners, TwentyFour Asset Management positioned itself as a ‘hybrid’, credit specialist asset management firm. Focusing on specific segments of the credit sector, we offer highly transparent products that benefit from a rigorous detail-orientated investment approach, in order to achieve superior risk-adjusted returns whilst retaining a strong focus on capital preservation.

The Firm’s overall philosophy is to preserve the infrastructure of an institutional asset manager whilst maintaining the flexibility to use alternative investment techniques where appropriate. The Firm’s capability to use a wide range of investment tools means we can ensure the best possible returns, whilst adhering to our investment guidelines.

Coffee Sponsor


RiskFirst is a financial technology company providing modern technology solutions to Asset Owners, Consultants and Asset Managers to help grow and improve their business.
Our first product, PFaroe, was launched in 2009 to deliver a modern and effective software solution for institutional investors to manage their asset and liability risk. PFaroe is now the market leader in the UK – reaching more than half of the UK DB market – with a growing foothold in the US. Overall, more than 3,000 pension plans, with in excess of £1 trillion in assets, now benefit from our technology.

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