Featured Events

As one of the largest asset classes held by UK pension funds, understanding opportunities in fixed income is in focus for almost all trustees. At this half day workshop, delegates will hear the latest thinking from some forward-thinking asset managers; have a chance to ask questions and debate with your peers; and contribute directly to some new approaches that are currently being developed and introduced to the market to meet the needs of pension funds. Read more...


Upcoming Events

mallowstreet University: Reaching the areas other EMD strategies don't reach

Emerging Markets Debt offers relatively high potential returns and diversification, so it's important that a manager has the flexibility to exploit these qualities to the fullest extent. At this dinner Franklin Templeton will explain how a blend of hard and local currency, sovereign and corporate debt can make the most of a risk budget - and how that looks very different to any EMD benchmark.

mallowstreet University Dinner: Emerging Markets - Why a valuation-based approach works

Valuations on Emerging Markets equities have reached historical lows relative to Developed Markets. Investors have been painfully reminded that these markets are prone to political, economic and currency crises. Over dinner, John Goetz, co-CIO of Pzena Investment Management, with over 20 years of investment experience in global and emerging markets, will explain why these characteristics make Emerging Markets such an attractive opportunity for investors and why using a value-based approach, especially now, makes sense.

mallowstreet University Dinner: The Rise of Smart Beta

Smart beta is one of the fastest-growing investment strategies in recent years. Pledging to replicate at lower cost what fund managers are doing already, smart beta ETFs attracted US$534bn in investments by end of January 2017*, and the market is predicted to reach US$1tn globally by 2020. However, in a world where there are no guarantees, how smart really is smart beta? Over dinner, Franklin Templeton will look at how investors are evaluating this new approach to investing and what place should it hold in institutional portfolios.

mallowstreet University Investment Focus: Opportunities in Fixed Income

As one of the largest asset classes held by UK pension funds, understanding opportunities in fixed income is in focus for almost all trustees. At this half day workshop, delegates will hear the latest thinking from some forward-thinking asset managers; have a chance to ask questions and debate with your peers; and contribute directly to some new approaches that are currently being developed and introduced to the market to meet the needs of pension funds.

mallowstreet University Dinner: Tackling the 'cash flow negative' challenge

With a maturing UK defined benefit (DB) pensions landscape, schemes are moving from the accumulation phase to the decumulation phase as benefit payments become larger than contributions. This in turn requires a focus for pensions schemes to think about generating cash flow, not just income. In this session, Stephen Thariyan and Colin Fleury will look at how a multi-sector fixed income portfolio can be structured to meet short-term cash flows, and earn an attractive level of return by building a diversified portfolio that is structured to generate regular cashflows from both coupon payments and capital redemption/maturity proceeds.

mallowstreet University: Multi-Asset Investing Across Alternatives; Combination Solutions for Trustees to Consider

Institutional investment into alternative assets has become popular in recent years with inflows into private equity and infrastructure at or near record levels. The strategies that sit within alternative assets are quite diverse with risk, return and liquidity profiles that can vary significantly. But what if one could combine these underlying strategies in a single solution and potentially seek the best traits of each? In this University Dinner, Chicago-based Jonathan Levin from GCM Grosvenor will examine how this may be possible and will also provide insight into how a number of US pension plans have adopted this exact strategy, and the results they have achieved.

mallowstreet University Dinner: Equity Investing

Equities have been a pension fund staple for a reason – over extended periods equity has outperformed many other asset classes. But the lack of visibility, in the balance between returns and the risk of permanent capital loss, can seem hard to justify – particularly when facing a down market. Over dinner, Sudhir Roc-Sennett of Vontobel Asset Management will outline the investment framework of a Quality Growth approach to equity investing through the full market cycle for pension funds. He will also explain how Vontobel have maintained a consistent investment style for over twenty years, delivering outperformance with less volatility than the market.

mallowstreet University: Sustainability and Responsible Investment Educational Workshop

Sustainability, Responsible Investment, and ESG have been moving up the agenda for many pension funds, and started appearing in the top 10 monthly search terms on mallowstreet.com. At this morning workshop, we are bringing together a cross section of the mallowstreet community for an interactive event. Join us for what will be a highly educational and very focused morning.

Past Events

London DC Indaba

This one-day event, will host just 18 delegates in an intimate and highly educational format designed to encourage a truly interactive experience with thought leaders and world class managers. The mallowstreet London DC Indaba*

mallowstreet Rocks 2017!!

mallowstreet Rocks is BACK!!

Come join us for what is definitely the loudest night on the pensions calendar! For one night each year we leave the office for a night of riffs, solos and green mankini's.. well that was one band last year.

mallowstreet Live: Examining Emerging Markets

Despite Trump’s election win and talk of tariffs on Chinese and Mexican imports, emerging market stocks have seen continued superior earnings projections. But what is the outlook for emerging markets and is now the right time to invest? We will hear from a panel of experts who will share their insights into current factors impacting the markets and what opportunities are available and attractive to pension funds, including US rate hikes, ESG risks, investing in currency and exposure to frontier markets.

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