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Did you miss out on attending the annual Institutional Fixed Income Summit 2019? Get your copy of the Investing in Fixed Income, Europe Report on 2nd September.

The eighth annual Report in the series includes written transcripts of key presentations and interviews held on the day. Hear from Mario Sander von Torklus, Special Representative and Director, Europe, World Bank and many more industry leaders.

We bring together chief investment officers, heads of fixed income and manager selection from pension plans, insurers, foundations, endowments and other UK and European institutional asset owners to explore the latest trends in fixed income asset allocation.

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SECTION 1


FIXED INCOME INVESTING THROUGH TURBULENT TIMES

1.1 WHITE PAPER: Interpreting recent shifts in fiscal and monetary policy around the world – how stable is the global economy and where are the pressure points?
- Mario Sander von Torklus, Special Representative and Director, Europe, World Bank

1.2 WHITE PAPER: Tactics for Late Cycle Investing in Fixed Income
- Mark Holman, CEO, TwentyFour Asset Management

1.3 ROUNDTABLE 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:
- Martin Shenfield, Senior Macro Strategist, TS Lombard
Panellists:
- David Adkins, Head of Investment Strategy, Lloyds Banking Group Pension Scheme
- Cliff Speed, Chief Investment Officer, TPT Retirement Solutions
- Ruth Farrugia, Head of EMEA Portfolio Management, MetLife
- Colin Fleury, Head of Secured Credit, Janus Henderson Investors

1.4 WHITE PAPER: Spotting fixed income market bubbles – design your triggers, know where to go!
- Trevor Williams, former Chief Economist, Lloyds Bank Corporate Markets, Visiting Professor, University of Derby

SECTION 2


A WORLD OF NEW ASSET CLASSES

2.1 WHITE PAPER: The evolution of debt markets – designing a portfolio of public and private securities
- John St.Hill, Deputy Chief Investment Officer, Responsible for Asset Allocation, Manager Selection and Investment Strategy, NEST - National Employment Savings Trust

2.2 WHITE PAPER: ABS: An Overlooked Alternative to Mainstream Fixed Income
- Ben Hayward, Head of ABS, TwentyFour Asset Management

2.3 PANEL DEBATE: Has emerging market debt shifted away from ‘high-risk’ status yet?
Moderator:
- Mike Gallagher, Managing Director, Macro Strategy, Continuum Economics
Panellists:
- Pernille Bomholdt Henneberg, Global Economist, Citi
- Gordon Ross, Investment Director, Fixed Income, LGPS Central
- Alexandra Martinez, Investment Committee, Trustee, Royal National Institute for the Blind DB scheme

2.4 WHITE PAPER: Multi-asset credit
- Confirmed: representative of Janus Henderson

SECTION 3


CHANGING YOUR INVESTMENT APPROACH

3.1 WHITE PAPER: Changing approaches to fixed income
- Rachit Sharma, Head of Fixed Income, RPMI Railpen

3.2 WHITE PAPER: ESG fixed income strategies – hallmarks of good ESG integration
- Honor Fell, Head of Responsible Investment, Redington

Mario Sander von Torklus

Special Representative and Director, Europe, World Bank

Martin Shenfield

Senior Macro Strategist, TS Lombard

David Adkins

Head of Investment Strategy, Lloyds Banking Group Pension Scheme

Cliff Speed

Chief Investment Officer, TPT Retirement Solutions

Ruth Farrugia

Head of EMEA Portfolio Management, MetLife

Colin Fleury

Head of Secured Credit, Janus Henderson Investors

Rachit Sharma

Head of Fixed Income, RPMI Railpen

John St.Hill

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

Mike Gallagher

Managing Director, Macro Strategy, Continuum Economics

Pernille Bomholdt Henneberg

Global Economist, Citi

Gordon Ross

Investment Director, Fixed Income, LGPS Central

Alexandra Martinez

Investment Committee, Trustee, Royal National Institute for the Blind DB scheme

Honor Fell

Head of Responsible Investment, Redington

Mark Gull

Head of Fixed Income, Pension Insurance Corporation

Kate Hollis

Senior Investment Consultant, Willis Towers Watson

Daniel Blamont

Head of Investment Strategy, Phoenix Group

Trevor Williams

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

Janus Henderson Investors exists to help clients achieve their long-term financial goals. Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. With more than 360 investment professionals, we provide access to some of the industry's most talented and innovative thinkers, spanning equities, fixed income, multi-asset, and alternatives, globally.

Our investment teams blend insight, originality, and precision with rigorous analysis, structured processes, and robust risk management. We build client partnerships on openness and trust, channelling expertise from across the business and communicating the views of our experts in a timely and relevant way.

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.

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.

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:

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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 1931 487 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 1931 487 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 1931 487 or send a message