IPE’s first equities focused conference targets an audience of senior investment leaders at pension plans in Europe and beyond. Demographics andregulation may have required pension investors to dial back on their equity exposures overall, but equities remain a key return driver and source of diversification for funds and their beneficiaries. As well as rethinking the balance of equities in their portfolio overall, pension investors have also been retooling the shape of that exposure, rightly questioning the role of traditional active, quant, smart beta and passive strategies altogether and how to combine them to the optimum. Our conference will skillfully draw together the complex strands of these closely interrelated topics, with a top-class bench of international speakers.
|Tuesday, June 26, 2018|
|7:00 PM - 7:30 PM|
Somerset House, The Aldwych
|7:30 PM - 10:00 PM|
Somerset House, The Aldwych
|Wednesday, June 27, 2018|
|8:15 AM - 8:50 AM|
|8:50 AM - 9:00 AM|
Liam Kennedy - Editorial Director, IPE
Alessandra Franzosi - Head of Pension Funds and Asset Owners, London Stock Exchange Group
|9:00 AM - 9:15 AM|
Prof Amin Rajan - CEO, CREATE-Research
|9:15 AM - 10:00 AM|
Where does quant equity really sit on the active/passive spectrum? What has been driving quant and will AI and will big data deliver actionable insights?
Keynote: Gerben de Zwart - Head of Quantitative Equities, APG
followed by panel discussion:
David Schofield - President, INTECH International Division
Prof Amin Rajan - CEO, CREATE-Research (moderator)
|10:00 AM - 10:45 AM|
Representatives of the sell-side and independent research sectors will discuss equity research supply and demand, buy side requirements as end investor equity strategies evolve, how the sell-side is reshaping its offering, and whether some of the gloomy predictions on market coverage have or will come about.
Elise Badoy - Managing Director & Deputy Head of Research, EMEA, Citi
|10:45 AM - 11:00 AM|
|11:00 AM - 11:30 AM|
Exploring the visibility of the investible universe and minimising slippage costs
Robert Barnes - Global Head of Primary Markets and CEO Turquoise, London Stock Exchange Group
|11:30 AM - 12:30 PM|
What do institutional investors want from fundamental active management? Are active management product offerings fit for purpose and how should active equity be implemented in practice?
George Carvounes - UK Head of Equity Research, Aon
|12:30 PM - 1:15 PM|
Navigating the equity factor zoo has been a consistent concern for pension funds interested in smart beta. We present some of the latest research and thinking on factor investing.
|1:15 PM - 2:00 PM|
|2:15 PM - 2:55 PM|
As interest in concentrated and high conviction equity strategies grows, are boutiques the place to find investment skill? This session analyses the case for and against investing in boutiques, looking at factors like interest alignment, key talent retention and capacity discipline.
|2:55 PM - 3:25 PM|
Investment style has a major impact on long-term returns. But no one style works in all market environments and is there a case for a diversified and flexible approach?
Ian Heslop - Head of Global Equities, Old Mutual Global Investors
|3:25 PM - 3:35 PM|
|3:35 PM - 4:15 PM|
Joseph Mariathasan - Contributing Editor, IPE (moderator)
|4:15 PM - 5:30 PM|
An increased focus on long-term investing is changing the way large and small institutional investors are thinking about how they direct capital to the markets in a world increasingly dominated by passive investing. Are traditional institutional investors disproportionately shouldering the burden of holding corporate management to account?
Sarah Keohane Williamson - CEO, Focusing Capital on the Long Term (FCLT Global)
Alan Rubenstein - CEO, Pension SuperFund
Claus Wiinblad - Senior Vice President, Head of Danish and Nordic Equities, ATP
Harlan Zimmerman - Senior Partner, Cavian Capital
Liam Kennedy - Editorial Director, IPE (moderator)