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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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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: Tracking changing monetary policy – how to interpret where we are in the current economic cycle and what this means for relative asset values

Proposed: Peter Praet, Member of the Executive Board, European Central 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:
Proposed: Reputable journalist
Panellists:
Proposed: David Adam, Chief Investment Officer, BAE System
Proposed: Kasper Ahrndt Lorenzen, Chief Investment Officer, ATP
Proposed: Jeremy Baldwin, Chief Investment Officer, AIG
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 Railpen


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 –GEOPOLITICS & MONETARY POLICY


STREAM 2 – CHANGING YOUR INVESTMENT APPROACH


STREAM 3 – A WORLD OF NEW ASSETS CLASSES


Stream Chairperson TBC


Stream Chairperson TBC


Stream Chairperson TBC


14:45 – 15:10


Presentation: The effects of geopolitics on the bond market and how to navigate the global landscape

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


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

Moderator:
Proposed: Reputable journalist
Panellists:
Proposed: Jason Fletcher, Chief Investment Officer, Local Government Pension Scheme
Proposed: Neil Jenkins, European Chief Investment Officer of Retirement, Aon
Proposed: David Adkins, Head of Investment Strategy, Lloyds Banking Pension & Investment Team
Proposed: Sponsor representative


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:
Proposed: Mark Hedges, Chief Investment Officer, Nationwide Pension Fund
Proposed: Boris Moll, Principal, Portfolio Management, BT Pension Scheme Management
Proposed: Hubert Penot, Chief Investment Officer, EMEA, MetLife
Proposed: Sponsor slot


Panel debate: Multi-asset and diversification – the role of asset backed securities in a multi-credit portfolio

Moderator:
Proposed: Reputable journalist
Panellists:
Proposed: Chetan Ghosh, Chief Investment Officer, Centrica
Proposed: Peter Haran, Head of Investment Strategy, National Pensions Reserve Fund
Proposed: Alex Veys, Chief Investment Officer, Hiscox
Proposed: Sponsor slot


15:55 – 16:20


Presentation: The end of QE: now what?

Proposed: Sponsor or Roy Kuo, Team Head – Alternative Strategies, Church Commissioners


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

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


Presentation: The evolution of ESG in fixed Income portfolios

Proposed: Sponsor or Michael Marshall, Director of Responsible Investment & Engagement, Local Government Pension Scheme Central


16:20 - 16:30


MINI BREAK


16:30 - 17:15


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

Proposed: Leading Economist / Free Thinker TBC


17:15 - 18:30


DRINKS RECEPTION

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