Programme: IPE 360 Pensions Risk & Asset Allocation 2017

Thursday, June 22, 2017
1:45 PM - 2:00 PM																Registration
2:00 PM - 2:10 PM																Welcome Alessandra Franzosi, Head of Pension Funds and Asset Owners, London Stock Exchange Group
2:10 PM - 3:15 PM																Two Former Pensions Ministers Look Forward 14:10 - 14:35 Financial Literacy as an Essential Tool for Pension Reform Elsa Fornero, Professor of Economics, University of Turin, and former Italian Labour Minister 14:35 - 15:00 DC Dos and Don'ts: What We Need to Do to Enable the Best Possible Outcomes Baroness Ros Altmann, former UK Pensions Minister 15:00 - 15:15 Discussion led by Liam Kennedy, Editorial Director, IPE
3:15 PM - 3:40 PM																Currency Risk Management – the impact of FX on institutional investors Marc Tuehl, Global Head of FX Overlay, HSBC Global Banking and Markets
3:40 PM - 4:00 PM																Tea
4:00 PM - 5:00 PM																Getting to Grips with Political Risk in a Changing World Order Prof Anthony Arnull, Barber Professor of Jurisprudence, Birmingham Law School Vincent Reinhart, Chief Economist, Standish Mellon Asset Management Led by Joseph Mariathasan, Contributing Editor, IPE
5:00 PM																Close of day one
6:00 PM - 6:45 PM																Networking Drinks Reception Thames Clipper from Blackfriars Pier to Westminster Pier
7:15 PM - 10:15 PM																Networking Dinner The Peers’ Dining Room, The House of Lords, Westminster by kind invitation of The Lord Balfe of Dulwich
Friday, June 23, 2017
8:00 AM - 9:00 AM																Market Opening Ceremony at the London Stock Exchange Liz Stevenson, Global Head of Government Relations and Regulatory Strategy Market Opening Ceremony conducted by Baroness Altmann on behalf of IPE
9:00 AM - 9:30 AM																Risk Currents for 2017 Bob Swarup, Principal, Camdor Global
9:30 AM - 10:05 AM																Global Asset Allocation Perspectives: Leading institutional investors discuss current investment and risk challenges and trends Olivier Rousseau, Executive Director, FRR Ian McKnight, CIO, Royal Mail Pension Plan Bob Swarup, Principal, Camdor Global Moderator, Liam Kennedy, Editor, Investment & Pensions Europe
10:05 AM - 10:35 AM																Fiduciary Duty in a Changing Asset Management Marketplace Robin Ellison, Consultant, Pinsent Masons; Professor, Pensions Law and Economics, Cass Business School, London Questions and discussion led by Carlo Svaluto Moreolo, Senior Staff Writer, IPE
10:35 AM - 10:55 AM																Coffee Break
10:55 AM - 11:20 AM																Stewardship and Governance in Asia An overview of the developments and growth of stewardship in Asia, with a particular focus on the progress made in Japan, and why this presents opportunities for the patient, long-term investor. Marianne Harper Gow, Director, Corporate Governance, Baillie Gifford Andrew Brown, Director and Japanese Equities Product Specialist, Baillie Gifford.
11:20 AM - 11:45 AM																Style Premia: Accessing Cost-effective, Diversifying Return Drivers Leif Cussen, lead Portfolio Manager, Old Mutual Global Investors
11:45 AM - 12:00 PM																Asset Owners Survey on Smart Beta Rolf Agather, Managing Director, North America Research, FTSE Russell
12:00 PM - 12:20 PM																Where did the Alpha Go? Active Management, Alternatives and the Future of Asset Allocation Alfred Slager, Professor of Pension Fund Management, TIAS School for Business and Society
12:20 PM - 1:00 PM																Alice in Factorland and The Incredible Shrinking Factor Return Rob Arnott, Founder and CEO, Research Affiliates
1:00 PM - 2:00 PM																Lunch
2:00 PM - 2:30 PM																Investing in SME's: Key Alternatives for Long-term Investors Marta Testi, Head of Elite Growth Europe, Elite- LSEG Chris Walsh, CEO, NiceLabel
2:30 PM - 3:00 PM																DC Default Funds: Trends and Insights Mark Thompson, CIO, HSBC UK Pension Fund Thomas Baeuml, Bosch Pensionsfonds Moderator: Nick Reeve, News Editor, Investment & Pensions Europe
3:00 PM - 3:25 PM																Why Short Duration Emerging Market Debt? Ganesh Ramachandran, Managing Director, Portfolio Manager, Lazard Asset Management (Singapore)
3:25 PM - 3:45 PM																Tea
3:45 PM - 4:15 PM																Impact Investing: Dual Mandate Investing and What it Means for Pension Funds Stuart Kinnersley, Co-Founder and CEO, Affirmative Investment Management Aled Jones, Senior Consultant RI , Mercer
4:15 PM - 4:45 PM																Reputation Risk for Pension Funds: More than a Rearguard Action Alfred Kool, Senior Consultant, Communication and Strategy, Willis Towers Watson
4:45 PM																Close of conference

The Programme