Programme: IPE In Iceland

Tuesday, October 2, 2018
5:00 PM																Close of Forum Please join us for drinks and canapés in Vox Home
8:30 AM - 9:00 AM																Coffee and Registration Vox Club
9:00 AM - 9:10 AM																Welcome Address Daniel Ben-Ami - Deputy Editor, IPE
9:10 AM - 9:30 AM																Iceland’s Pension Funds in the Era of Capital Controls Liberalisation: Navigating the Uncertain Road Ahead Iceland’s economy and economic policy: Update and outlook Maintaining stability and mitigating volatility: Portfolio considerations for making the most of favourable market conditions Reducing domestic equity ownership: What will this mean for pension funds? New ways of contributing to the future of Iceland’s pension members Gunnar Baldvinsson - Managing Director, Almenni Lífeyrissjóðurinn
9:30 AM - 10:00 AM																Keynote Address: Geopolitics and Macroeconomics Collide: The Coming Currency War Between China and America Global market conditions, trends and outlook Geopolitical tensions and economic triggers: Looking beyond the headlines Monetary and fiscal policy analysis: Key regions to watch Emerging and developed market risk: Cause and effect Michael Howell - CEO, Crossborder Capital
10:00 AM - 10:30 AM																Global Pension Fund Asset Allocation, Return Expectations and Performance Where and how is capital being deployed: Asset allocation of global institutional investors Investment beliefs and governance: Designing target asset allocation and formulating return expectations Alternative assets: the role of size, investment approaches, and governance Aleksandar Andonov - Associate Professor of Finance, University of Amsterdam
10:30 AM - 11:00 AM																Networking Coffee Break
11:00 AM - 11:45 AM																Panel Discussion - Fund Manager Insight: Strategic Investment Responses to Economic Opportunities and Challenges How are managers viewing investment opportunities, risks and challenges across the spectrum in these times? James Pearce - Head of Direct Lending, M&G Investments Ingrid Edmund - Senior Portfolio Manager, Columbia Threadneedle Investments Steven Smith - Investment Director, Capital Group Homer Sun - Chief Investment Officer, Morgan Stanley Private Equity Asia (MSPEA) & Managing Director, Morgan Stanley
11:45 AM - 12:30 PM																Risk, Diversification and Strategic Asset Allocation from a Financial Data Science Perspective: From National Single Asset, via International Multi-Asset to Global Mixed-Asset Portfolios Assessing how much diversification is necessary and how to protect your portfolio whist achieving risk adjusted return Prof Andreas Hoepner, PhD - Chair in Operational Risk, Banking & Finance University College Dublin (UCD)
12:30 PM - 12:45 PM																Data Presentation Insights into European institutional markets Tim Brown - Head of Key Relationships, Insticube
12:45 PM - 1:45 PM																Networking Lunch Break
1:45 PM - 3:05 PM																Alternatives as a Diversification Tool: Approaches to Formulating Investment Strategies in Alternative Asset Classes Exploring indicators and approaches to formulating an alternative investment strategy Investor outlook on the future of the asset class in different market conditions and economic environments Assessing the spectrum of opportunities available within each asset class Evaluating diversification and differentiation qualities against traditional portfolio assets Critically assessing risks and implications of the asset class Examining: 13.45 - 14.05 - Asian Private Equity Homer Sun - Chief Investment Officer, Morgan Stanley Private Equity Asia (MSPEA) & Managing Director, Morgan Stanley 14.05 - 14.25- Private Credit James Pearce - Head of Direct Lending, M&G Investments 14.25 - 14.45 - Infrastructure Ingrid Edmund - Senior Portfolio Manager, Columbia Threadneedle Investments 14.45 - 15.05 - Emerging Markets Steven Smith - Investment Director, Capital Group
3:05 PM - 3:30 PM																Networking Coffee Break
3:30 PM - 4:00 PM																Pension Fund Case Study: Setting up an Infrastructure Investment Programme: Lessons Learnt from Experience Hear and learn from the experience of one of your Danish pension fund peers. Gain valuable insight into the strategic and operational considerations for allocating to the infrastructure asset class Jan Østergaard, Head of Private Investments, Industriens Pension
4:00 PM - 4:20 PM																Incorporating ESG into Daily Investment Work Risk management or moral duty: What does ESG really mean Identifying, evaluating and managing ESG risks ESG ownership in a pension fund: How to integrate ESG into the investment process Guillaume Mascotto - Head of ESG and Investment Stewardship, American Century Investments
4:20 PM - 4:50 PM																Panel Discussion - ESG, SRI & Impact Investing: Defining and Measuring Success Trends driving the adoption of ESG principles Inclusion vs. exclusion approaches Identifying an alignment of interests: What to look for during manager selection Defining and measuring success Guillaume Mascotto - Head of ESG and Investment Stewardship, American Century Investments Adam Matthews - Director of Ethics and Engagement, Church of England Pensions Board Diandra Soobiah - Head of Responsible Investment, NEST
4:50 PM - 5:00 PM																Closing Remarks Daniel Ben-Ami - Deputy Editor, IPE

Programme 2018

Going Global: Diversification Opportunities in Foreign Markets