Upcoming Events

mallowstreet University Dinner – Investing in infrastructure: The benefits and challenges UK pension scheme trustees should be thinking about

Infrastructure investing remains a popular topic with UK pension scheme trustees as significant institutional inflows continue. Infrastructure investments represent a potentially sound place for assets in a low-interest-rate environment. The asset class can provide predictable cash flows and stable returns with a low correlation to equity and fixed-income markets. In addition, we believe the direct link with inflation and the resulting hedging of pension liabilities make the strategy even more appealing to UK trustees. But what’s the catch? In this University Dinner, GCM Grosvenor will explore the benefits and challenges of accessing and investing in the unlisted infrastructure asset class, and the considerations UK trustees should be thinking about in today’s market.

mallowstreet University Dinner: Long term opportunities for active investors in China

Investing in China is not just about buying highly priced technology companies. Over dinner, SKAGEN Kon-Tiki Portfolio Manager Fredrik Bjelland, will discuss how pension funds can access Chinese opportunities within a wider Emerging Markets portfolio and how Asia is becoming less dependent on the West. Crucially, Fredrik will argue that ESG considerations should form the foundation of any investment strategy and the pertinence of this in an emerging markets context.

mallowstreet University Investment Focus: Opportunities in Emerging Markets

Emerging Markets posted very strong performance in 2017. But the question is, will the performance continue this year and in years to come? At this morning workshop, we are bringing together four world-class managers to share their latest insights and expertise on investing in emerging markets. Attendees will have the chance to ask questions and discuss the topics further in intimate, round-table sessions.

mallowstreet University Dinner: Boosting income with European ABS

In an environment where income is a scarce commodity and interest rates are beginning to rise, assets that offer attractive returns and protection against rising rates are hard to find. At this dinner, TwentyFour Asset Management partner and portfolio manager Ben Hayward will explain why now is an opportune time to invest in asset backed securities (ABS), given attractive yields, improving fundamentals, limited supply and potential for capital gains. Ben, who has been investing in the European ABS market for over 20 years, will show you why there is relative value to be found in this under-researched asset class, and why its risk-return profile is perfect for pension funds.

Past Events

mallowstreet University Investment Focus: Alternative Sources of Income

With interest rates still languishing at historical lows, one of the biggest challenges for pension funds is how to generate income. In this morning educational Investment Focus, we will hear from four leading managers about their approaches on how to generate reliable income streams from an investment portfolio. Over the course of the morning, delegates will breakout into small groups and participate in these interactive presentations. The morning is also available for CPD accreditation.

mallowstreet Solutions Investment Focus

To help generate greater returns, more and more pension funds are increasing allocations to ‘alternative’ investments. In this interactive morning workshop, we are bringing together experts to share their insights on four fascinating topics: - Bitcoin, Crypto and the future of currency - Settlement Fund as an uncorrelated long-term growth opportunity - Uncorrelated returns from football mezzanine - Why microfinance matters to investors This session will be smaller than usual, with just 10 senior delegates in attendance participating in a roundtable presentation. Join us for what will be an interactive and informative morning. The session will also be available for CPD accreditation.