mallowstreet Fixed Income Indaba

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting.

The mallowstreet Fixed Income Indaba* will bring together some of the industry’s biggest influencers to hear a selection of interactive keynote presentations. These will be interspersed with four Investment Masterclass sessions which will cover key investment opportunities in the area of Fixed Income. As we emerge from lockdown restrictions and once again meet face to face, what can we expect from bond markets over the coming year? We will explore the current trends and solutions for pension schemes, as well as a welcome return to networking with your peers.


This event is FREE to attend for investment decision makers and their advisers and is accredited for CPD points by the Pensions Management Institute (PMI).


*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".

Speakers

Program

  1. Registration and Breakfast

  2. Welcome Address

    Dawid provides an overview of the day, speakers, and key themes for the Indaba.

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  3. Fixed Income in a World of Higher Rates (and Higher Inflation?)

    Ben will talk through his perspectives on current market dynamics in GBP rates and Inflation in the context of how USS thinks about its overall risk to Rates and Inflation. We will cover curve shape, swap spread and cross markets risks. As well as rate hikes and how that affects short term borrowing costs. He will discuss some of the long end supply demand issues in GBP inflation and the upcoming DMO issuance.

    Speaker

    Ben Clissold, Head of Fixed Income & Treasury, USS Investment Management

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.
  6. Tea, Coffee, and Networking

  7. Investment Masterclass II

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.
  8. Session Transition

  9. In Conversation with Pete Drewienkiewicz

    Pete will join Dawid to discuss some of the key themes he is currently seeing in the markets and will give his views on what opportunities there might be for pension schemes in the coming year.

    Speaker

    Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington

  10. Lunch and Networking

  11. Key Considerations from the Consultant's Corner

    In these unprecedented times, what are the top 3 things pension scheme trustees and investment teams should be considering in the area of Fixed Income? And how can they position themselves to navigate through the crisis? Wayne will give delegates insight into how leading investment consultancy Mercer are advising their clients.

    Speaker

    Wayne Fitzgibbon, Partner, Mercer

  12. Session Transition

  13. Investment Masterclass III

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.
  14. Tea, Coffee, and Networking

  15. Investment Masterclass IV

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.
  16. Session Transition

  17. Fixed Income and the "End Game" for Closed Schemes

    Neil will cover the trends we have seen in asset allocation for DB Schemes to date as well as a look ahead in terms of what the regulator’s expectations are for end game asset allocations.

    Speaker

    Neil Bull, Investment Consultant, the Pensions Regulator

  18. Closing Remarks

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  19. Drinks and Networking

  20. End