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 first ever 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 five Investment Masterclass breakout sessions which will cover key investment opportunities in the area of Fixed Income.

We are also delighted to welcome David Adkins, Head of Investment Strategy at Lloyds Banking Group and William Medlicott, Chairman at the ITV Pension Scheme, to present case studies on their schemes’ approach to Fixed Income.

The event will be sponsored by Aberdeen Standard, Newton Investment Management, NN Investment Partners and PGIM Fixed Income. Confirmed investment masterclass topics include:

Newton Investment Management – 'Outcome Orientated Investing – Using Fixed Income for Sustainable Goals'

NN Investment Partners – ‘Navigating Through the Credit Cycle'

PGIM Fixed Income - '“Go Anywhere” versus Benchmarked Emerging Markets Strategies'


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

*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 Konotey-Ahulu, Co-Founder of mallowstreet provides an overview of the conference, speakers, and key themes for the Indaba.
  3. Fear and Loathing in Westminster

    More than two years after the EU referendum, the political landscape in Britain remains dominated by Brexit, and the impact of this country leaving the European Union may be felt for generations to come. The Brexit deadline is rapidly approaching and with a new general election, potentially at least one new political party, a second referendum and multiple changes of leader all possible in the next 12 months, British politics has rarely been quite so uncertain. Joe will be looking at what has happened, what could happen next and ask the all-important question: is anyone still paying attention?

    Speaker

    Joe Twyman

  4. Investment Masterclass I

    Delegates split into five Investment Masterclass sessions.
  5. Coffee and Networking

  6. Investment Masterclass II

    Delegates split into five Investment Masterclass sessions.
  7. Incorporating Climate Change Risk Management in your Fixed Income Portfolio: A Lloyds Banking Group Pensions Case Study

    It is increasingly becoming clear that climate change risk has the ability to blow a pension fund off course from its long-term funding objective. So what can be done to understand and mitigate these macro risks? In this presentation, David Adkins, Head of Investment Strategy, will share his experience at the Lloyds Bank Pension Schemes and the work they have done to address this risk. Using a case study, David will explain the joint top down and bottom up approach that is being used in the portfolio analysis, lessons learnt, and share more details about this ongoing journey.

    Speaker

    David Adkins

  8. Investment Masterclass III

    Delegates split into five Investment Masterclass sessions.
  9. Lunch and Networking

  10. Challenges and Considerations for Implementing a Cashflow Matching Policy

    Significantly changing a pension fund’s investment strategy can be tricky at the best of times. In this presentation, William will examine the challenges and considerations required for implementing a new investment strategy. Using a case study, he will draw on his experience of building consensus between the sponsor and trustees, and outline the considerations and questions that need to be answered before making the change.

    Speaker

    William Medlicott

  11. Investment Masterclass IV

    Delegates split into five Investment Masterclass sessions.
  12. Coffee and Networking

  13. Investment Masterclass V

    Delegates split into five Investment Masterclass sessions.
  14. Keynote Address

    Nic was told as a child he’d never walk due to his cerebral palsy and would spend his life reliant on a wheelchair. Not one to be told he can’t do things, with determination and gruelling training he not only walked unaided, but he started to realise his dream: to be a racing driver. Now a regular in the Renault Clio Cup (the entry level to professional touring car racing) his story and ‘anything is possible’ attitude inspires everyone that hears it.

    Speaker

    Nic Hamilton

  15. Closing Remarks: Dawid Konotey-Ahulu

  16. Drinks

  17. End