mallowstreet University Drive In: The Role of Equities and Fixed Income

In an environment of low interest rates, how should Equities and Fixed Income fit in a pension fund portfolio? This half day event will examine the key considerations for Trustees, Advisors, Consultants, and Pension Funds who are looking to invest in the credit spectrum.

Over the course of the morning, we will hear from four expert managers who will look at several market factors and address some key points that pension funds should now be considering to help close pension schemes deficits.

Speakers

Details of Speakers to be confirmed, please check back for updates.

Program

  1. Registration, Tea and Coffee

  2. Welcome address and Introductions

    Stuart Breyer, CEO of mallowstreet

  3. Rotating Intensive Workshop I: Global Fixed Income Outlook

    This session, hosted by MFS Investment Management, will take a detailed look at the current environment, and examine some of the trends pension funds should be examining with their current and potential fixed income investment portfolio.

  4. Rotating Intensive Workshop II: Equity Market Valuation

    This interactive session will examine some of the trends pension funds should be examining with their current and potential equities portfolio.

  5. Coffee, Tea and Networking

  6. Rotating Intensive Workshop III: Small Caps and Concentrated Portfolio

    This session will consider the role of small and mid-cap growth stocks in a pension fund portfolio.

  7. Rotating Intensive Workshop IV: Credit as a Driver of Growth

    This session will take a closer look at a specific subset of the credit spectrum, and identify some of the key issues and questions trustees and their advisors should be considering.

  8. Lunch and Networking

  9. End