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From

22 October 2019 09:30

To

19:00

Venue

South Place Hotel
3 South Place, Finsbury, London, EC2M 2AF, England, United Kingdom
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mallowstreet DC Indaba

The Defined Contribution 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 asset classes and investment opportunities, specifically tailored for defined contribution pension funds.

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

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

Please click here to register your interest.

Program

Time Description
09:30

Registration and Breakfast

10:00

Welcome Address

Dawid Konotey-Ahulu, Co-Founder of mallowstreet provides an overview of the conference, speakers, and key themes for the Indaba.
10:10

Auto-enrolment, equality as brilliant as it is inefficient | Samantha Seaton, Money Hub

In an era of increasingly fragmented careers, people’s pensions savings are also becoming more disparate. This has been increased further by the implementation of auto-enrolment. While it has certainly seen more people saving into their pension, the scheme has also boosted the belief that workplace contributions will be enough to build a substantial pot in retirement. The truth is very different and has the potential to leave individuals ill-equipped for retirement. Samantha will examine how recent changes to the pension system have impacted engagement in pension saving and will explore the role of Open Banking in delivering a better financial future.
10:50

Investment Masterclass I

Delegates split into five Investment Masterclass sessions.
11:35

Coffee and Networking

11:55

Investment Masterclass II

Delegates split into five Investment Masterclass sessions.
12:40

The changing shape of the UK’s DC landscape and who really drives DC design in workplace pensions? | Andy Dickson, Atlas Master Trust

In a world consolidation, Andy will provide an update on how the Master Trust market is evolving, consolidation, and moving forward. He will discuss Pension for the people, by the people, and how member empowerment and great ESG focus are the future of workplace pensions
13:20

Lunch and Networking

14:25

To ‘take responsibility’ you need some power | Vince Franklin, Quietroom

For years we’ve heard the same lament: why don’t people 'take responsibility' for their pension? You build a portal they don’t use. You produce educational videos they don’t watch. You’re trying to do the right thing, always pushing. Well now there’s a pull. Suddenly people are asking questions about responsible investing. They want clarity, they want agency. They want to know what their money is doing, and what it could be doing. To 'take responsibility’ you need some power. Now, for the first time, people are realising they have a source of power. There’s a huge amount of money owned by ordinary people. Those people are increasingly aware of the effect they have on other people and the planet. And they want to do better. How will the pension industry respond? To 'take responsibility’ you need some power. Now, for the first time, people are realising they have a source of power. There’s a huge amount of money owned by ordinary people. Those people are increasingly aware of the effect they have on other people and the planet. And they want to do better. How will the pension industry respond?
15:05

New Technologies: A Case Study and Demonstration | David Wilson: Flux Technologies

Using a case study, this interactive session will showcase how cutting edge technology is being applied to the pensions industry and show the art of the possible when it comes to individual member engagement.
15:25

Investment Masterclass III

Delegates split into four Investment Masterclass sessions.
16:05

Coffee and Networking

16:20

Investment Masterclass IV

Delegates split into four Investment Masterclass sessions.
17:05

Adventures in Space | Dr Suzie Imber

As a high-altitude mountaineer Suzie has climbed some of the most remote mountains on the planet. Bringing together her love of mountaineering and space science, Suzie developed new code to identify all the mountains in the Andes – every year she sets off the climb these remote, un-climbed and un-named mountains. This combination of exploration and science led her to apply for the BBC series Astronaut: Do You Have What it Takes? – a show she ultimately won. Suzie will discuss her learnings on resilience, risk, teamwork, and how – over the next decade – advances in the space industry will change our everyday lives.
17:45

Closing Remarks: Dawid Konotey-Ahulu

18:00

Drinks

19:00

End

Speakers

  • Steven Gardner Institutional Relationship Director

    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, Steven 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.

  • Abbie Llewellyn-Waters Fund Manager

    Abbie Llewelyn-Waters joined Jupiter in 2006 and is a global equities fund manager in the Environment and Sustainability team. She manages the Jupiter Global Sustainable Equities Fund and has been a lead manager of institutional funds since 2012.

    Abbie was previously co-manager of the multi-asset Jupiter Global Ecology Diversified Fund and was an integral member of the fund management team for the Jupiter Ecology Fund, the Jupiter Global Ecology Growth Fund and the Jupiter Green Investment Trust PLC for over 10 years.

    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.

  • Andrei Vaduva Head UK Portfolio Management

    Andrei Vaduva is part of the Portfolio Management business unit, based in London. Andrei is responsible for the day-to-day portfolio management of The Generations Fund, Partners Group's dedicated UK DC program. He has eleven years of industry experience. Prior to joining Partners Group, he worked at KPMG and Mercer. He holds a bachelor’s degree in finance from the University of Reading, UK. He is also a CFA charterholder.

  • Antony Esposito Head UK DC Client Solutions

    Antony Esposito is Head UK DC Client Solutions and is part of the European Client Solutions business unit, based in London. Antony leads efforts of UK DC pension schemes, Master Trusts and DC life platforms. He has been with Partners Group since 2012. Prior to joining Partners Group, he worked at Pictet and UBS. He holds a bachelor’s degree in management and strategy from Aston University, UK. He also holds the UK Society of Investment Professionals Investment Management Certificate.

  • Irena Kyuchukova Managing Director and Investment Director

    As an investment director in Investment Products and Strategies, Irena works closely with fixed income investment teams to help ensure the integrity of the investment approaches in her coverage. This includes meeting regularly with the fixed income investment teams and providing analysis of portfolio positioning, performance, and risk exposures. Irena contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. She also participates in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. She is based in our London office.

    Prior to joining Wellington Management in 2012, Irena worked as a credit trader at Morgan Stanley in both New York and London (2008 – 2012).

    Irena earned a BA in economics and mathematics, summa cum laude, from Dartmouth College (2008). Additionally, she holds the Chartered Financial Analyst designation.

  • James Bradley Vice President and Relationship Manager

    As a relationship manager in the London-based Global Relationship Group, James is responsible for deepening relationships and developing consultative partnerships with a number of Wellington Management’s insurance clients in the UK and continental Europe. He assists insurers with long-term investment strategy, helps evaluate portfolio risk and performance, monitors compliance with policy guidelines, and works with other members of the firm to ensure the delivery of investment, reporting, and operational services.

    Prior to joining the firm in 2015, James was an executive director at Goldman Sachs Asset Management (2005 – 2015), where he was responsible for client relationship management and business development within the firm’s insurance client base. James joined Goldman Sachs from the Royal Navy where he served for six years as a warfare officer (1999 – 2005).

    James received both his MSc in Project Management (1998) and his BSc in Psychology (1997) from the University of Huddersfield. He also holds the Investment Management Certificate.

  • Will Lockhart Managing Director and Relationship Manager

    As a relationship manager on the UK team, Will works with a range of pension fund and subadvisory clients in the UK. He assists clients with long-term investment strategy and policy issues, helps evaluate portfolio risks and performance, and works with other members of the firm to ensure the delivery of investment, reporting, and operational services.

    Will has spent most of his professional career at Wellington Management. Since joining the firm in 2002 in the London office, he has worked in client-service-focused roles at the firm’s offices in Hong Kong and Sydney before rejoining the London office in 2014.

    Will received his BA (Hons) in Theology from the University of Bristol (2000).