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21 July 2020 08:30

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mallowstreet Digital Indaba: Opportunities in a COVID-19 World

The world is not simply returning to 'normal’ even as the COVID-19 pandemic subsides. The biggest economic setback since the 1930s, climate risk and growing geopolitical tensions make this a decade-defining moment. For pension funds, informed and timely decisions are therefore more important than ever. On 21st July mallowstreet will be hosting a new event: Opportunities in a COVID-19 World.

The Indaba is a chance for senior figures from the UK’s largest pension funds to meet and discuss key asset classes and investment opportunities for 2020 and beyond.

You will hear from a selection of keynote speakers and take part in three interactive Investment Masterclass breakout sessions.

The Indaba is available for CPD accreditation by the Pensions Management Institute and is exclusively for DB pension funds.

Program

Time Description
08:30

Digital Registration and Technology Check

09:00

Welcome Address

Dawid Konotey-Ahulu, Co-founder of mallowstreet, provides an overview of the Digital Indaba, speakers and key themes.
09:10

Pandemic by Numbers: How We Got Here and What Happens Next Dr Hannah Fry

This is not the first time that a deadly virus has swept across the globe. But it is the first time that humans have been able to fight back. This is a battle where data and mathematics are among our most powerful weapons. In 2017, as part of a televised project with the BBC, a group of eminent mathematicians ran a simulation of what would happen if a flu-like epidemic swept through the UK. In this session Hannah will show just how eerily accurate the predictions were, and how the data collected from that gamified experiment has gone on to make a big difference to the current planning. She will also go through the most important data we have on the outbreak and highlight some of the subtle patterns that are easy to miss. By demonstrating how the modelling works in detail we will be able to see in numbers the impact (and knock-on effects) of various interventions, underlining in no uncertain terms the difficult choices we currently face. Followed by 10 minutes of interactive Q&A.
09:50

Session Transition

09:55

Investment Masterclass 1

Delegates split into three digital Investment Masterclass sessions.
10:35

Refreshment Break

10:45

Bottling the sense of Crisis Sally Bridgeland and Bart Heenk, Avida International

How can pension funds change their operating models to make more timely decisions and react more effectively in crises? Which of the opportunities presented by the COVID-19 ways of working should we strive to keep? Using a fictional case study of a trustee stuck in the old normal, we will discuss together how to improve strategic thinking, risk management, delegation and decision-making efficiency - in good times and bad.
11:25

Session Transition

11:30

Investment Masterclass II

Delegates split into three digital Investment Masterclass sessions.
12:10

Lunch

13:05

Key Considerations - from the Consultant Corner Nick Self, Mercer

In these unprecedented times, what are the top 3 things pension scheme trustees and investment teams should be considering? How can they position themselves to navigate through the crisis? Nick Self will give delegates some insight on how leading investment consultant Mercer are advising their clients.
13:45

Session Transition

13:50

Investment Masterclass III

Delegates split into three digital Investment Masterclass sessions.
14:30

Refreshment Break

14:40

Expert Panel Discussion Chaired by Dawid Konotey-Ahulu, Co-founder of mallowstreet

Panellists: Simon Lee, Marks and Spencer Pensions Trust & Mark Thompson, UBS (UK) Pensions & Life Assurance Scheme
15:20

Closing Remarks Dawid Konotey-Ahulu

15:30

End

Speakers

  • Craig Scordellis

    Craig is CQS’ Head of Long-Only Multi-Asset Credit, responsible for the firm’s long-only multi-asset credit business. Prior to this role he headed global loans and was responsible for managing the firm’s loan mandates, including those in a variety of multi-asset credit funds and collateralised loan obligations (CLOs). Craig chairs the Asset Advisory Committee for the CQS Credit Multi Asset Fund and is a Partner of CQS (UK) LLP.

    Prior to joining CQS in 2008, Craig was a Senior Investment Analyst and Assistant Portfolio Manager at New Amsterdam Capital Management, a credit hedge fund. Before this, he was an Associate at the Royal Bank of Scotland where he structured leverage finance and high yield bond transactions. Prior to RBS, Craig was on the Deutsche Bank Investment Banking graduate program.

    Craig holds a BSc (First Class Hons) in Business Administration from the University of Bath.

  • Jon Amess

    Jon is Principal for UK, Ireland, and Switzerland within the CQS Business Development Group. Prior to joining CQS in 2013, Jon was an Investor Relations Analyst for the emerging macro strategies at Moore Capital Management Europe. Prior to joining Moore in 2009, Jon held relationship management positions at Olympia Capital Management, Pioneer Investments and Gottex Fund Management. Jon has been working within the institutional investment management industry since 2003.

    Jon earned a BA in Law from Oxford Brookes University and holds the Chartered Alternative Investment Analyst designation.

  • Jeff Boswell
    Jeff is responsible for managing and leading the Developed Market Credit platform at Ninety One. His responsibilities include acting as a portfolio manager across a range of Ninety One credit funds, including our Multi-Asset Credit funds. Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development of their CLO business. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa). Jeff holds a Bachelor of Commerce degree with Honours (cum laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.
  • Garland Hansmann

    Garland is a Portfolio Manager responsible for our MultiAsset Credit, High Yield and Investment Grade Credit funds at Ninety One. Prior to joining the firm he was Head of High Yield at Intermediate Capital Group, where he was also a member of the investment committee for the firm’s senior secured loans, high yield bond and direct lending funds. Before that Garland worked at Credit Suisse Asset Management where he was Head of European Credit Research for both European High Yield and Investment Grade, as well as lead Portfolio Manager for European High Yield and Co-manager for Global High Yield strategies. Prior to this Garland established the Investment Grade Corporate Bond Strategy for Delbruck Asset Management in Frankfurt, and was also a fixed income Portfolio Manager within Dresdner Bank’s institutional asset management division. Garland holds a Finance and Capital Markets degree (Diplombetriebswirt) from the Hochschule für Bankwirtschaft University in Frankfurt, and is also a CFA Charterholder.

  • Abbie Llewellyn-Waters
    Abbie Llewellyn-Waters is the manager of the Jupiter Global Sustainable Equities Fund. She joined Jupiter in 2006, is a global equities fund manager in the Environment and Sustainability team, and has been a lead manager of institutional funds since 2012. In 2017, Abbie was awarded both ‘Fund Manager of the Year’ and ‘Investment Woman of the Year’ at Investment Week’s inaugural Women in Investment Awards. Abbie is also a contributing member of several industry initiatives: for example, she is an Ambassador for the Diversity Project and a member of the 30% Club UK Investor Group. She has a degree in Classics from University College, London.
  • Steven Gardner
    Steven joined Jupiter in 2018 and is responsible for managing Jupiter’s relationships with existing and prospective institutional clients in the UK. Steven joined Jupiter from Franklin Templeton Investments where he led their institutional business development efforts in the UK and Ireland, managed relationships with institutional clients and was responsible for developing relationships with UK-focused investment consultants. Prior to this, he held a senior role in the institutional client service team at Baring Asset Management, a role he assumed after relocating to London from Edinburgh, where he was a member of the overseas institutional client team at Baillie Gifford. Steven began his career on the investment side having spent four years as an investment analyst at SL Capital Partners, the private equity division of what was then Standard Life Investments. Steven holds a first-class honours degree in Economics from the University of Strathclyde and was the recipient of the Sir Charles Carter Prize for Excellence in the field of the Economics of Industry and Innovation.
  • Bart Heenk
    As Managing Director of Avida International, Bart heads Avida in the UK. Typical projects Bart gets involved in include organisational change and outsourcing strategies for complex investment and risk management activities. He also mentors several senior pension executives. Previously, Bart performed a number of senior roles at Cardano, SEI, Citibank/Citigroup and Royal Dutch Shell. During this time he has served a large number of institutional clients on risk management and investment management strategies. Bart is an econometrician by training. Today he is a lecturer at various business schools and a frequent speaker at seminars. During the past five years, Bart has been Trustee/Vice-chair for a Dutch charity. He is also a pro-bono treasury adviser to a charitable bank. Bart is based in the UK, and has also worked in the Netherlands and Asia.
  • Sally Bridgeland
    Sally is an actuary with pensions and investment experience as an adviser, trustee and non-executive director. She advises the UK’s largest pension schemes in organisational effectiveness and governance consultancy projects through Avida International. Sally is a Non-executive Director at insurer Royal London, at Impax Asset Management and Local Pensions Partnership Limited, where she chairs its FCA regulated investment company. Until recently she was a pension trustee at both NEST Corporation and the Lloyds Bank, having previously been Chief Executive Officer of the BP Pension Scheme 2007-14. She spent twenty years with Aon as a consultant and in research and innovation. Sally serves in a voluntary capacity as a member of the Royal Society’s Advisory Committee on Mathematics Education (ACME) and Chairs the Strategic Advisory Board for the Centre for Mathematical Cognition at Loughborough University, launched in early 2020. She is also an Honorary Group Captain with 601 Squadron RAuxAF.
  • Mark Thompson

    Mark has over 30 years of pensions investment experience. Having worked in a number of senior investment roles for Prudential/M&G for 24 years including being a trustee of the Prudential Staff Pension Scheme, Mark went on to be the CIO of the HSBC UK Pension Scheme (DB and DC) for over eight years. He now has plural investment roles in the pension’s world including working for UBS and Lloyds as well as being a member of the Zurich Independent Governance Committee.

  • Simon Lee

    Simon is Head of M&S Pension Trust and Chief Investment Officer for the M&S Pension Scheme. He leads the executive team that supports the Trustee. The Scheme has 110,000 members, assets of c. £12bn and was closed to future accrual in 2017. Prior to joining M&S in July 2015, he spent over seven years at Lloyds Banking Group as Head of Investments where his role included responsibility for the legacy Lloyds TSB defined benefit schemes and the design and implementation of the Group’s defined contribution scheme. Previously, he was Head of Strategy & Investment for the UK pension schemes of telent (formerly Marconi and GEC).

    He is a Fellow of the Institute of Chartered Accountants, a member of the Pre-Emption Group of the Financial Reporting Council and is a graduate of the University of Southampton.