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From

01 April 2020 08:45

To

11:00

Venue

mallowstreet University Investment Focus: Alternative Sources of Income

*** PLEASE NOTE THIS INVESTMENT FOCUS WILL NOW BE TAKING PLACE DIGITALLY ***


How do you generate income this year and in future years? Especially important if your pension fund is cashflow negative. Perhaps one of the most asked questions we’ve heard from pension funds this year.


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.


This unique half day workshop is Accredited by the Pensions Management Institute and is open to pension fund and their advisors.


Given the current uncertainty regarding Covid-19, we have been monitoring the situation closely and have decided to move this event online. The Investment Focus will now take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the Focus.

Program

Time Description
08:45

Login and Access Meeting

The Investment Focus will now take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.
09:00

Welcome Address & Introductions mallowstreet

09:10

Rotating Investment Masterclass I: COVID 19: The Impact and Opportunities for Secure Income Assets Mark Versey, Aviva Investors

The Coronavirus has already had a dramatic impact on global financial markets with central banks quick to act in issuing financial support packages to prop up economies. What does this mean for illiquid Secure Income Assets? This session examines how asset classes across the secure income universe have performed and how they are reacting as the crisis unfolds. Focusing on Infrastructure, Real Estate, Structured Finance and Private Corporate Debt, we will summarise key lessons so far as well as identify the opportunities we are seeing across the respective asset classes. How will this impact investment strategies and pension schemes end game objectives? We will try to offer some initial thoughts on this as well.
09:50

Questions and Comfort Break

10:00

Rotating Investment Masterclass II: Identifying Opportunities in China Yi (Sonny) Shen, Shen Yi Investments

The potency of China’s role in shaping the world of the 21st Century and beyond is no longer under debate: both geopolitically and economically, China has arrived on the global stage. In this session, we will hear from one of the top performing Private Fund Managers in China who not only has an impressive track record, but is now expanding internationally. They will explain how to access the A-Share market onshore, different strategies available to minimise volatility, build a long only portfolio, or implement a market neutral strategy. This session will help attendees foster relationships and heighten awareness of the opportunity set available.
10:40

Questions and Close of Investment Focus

11:00

End

Speakers

  • Mark Versey

    Mark is a member of the Aviva Investors’ Executive team and a Director of the Aviva Investors Global Services Limited Board. He is responsible for leading and developing the Real Assets business which includes Infrastructure, Real Estate and private debt markets. Mark sits on the Investment Committee of the Investment Association and chairs their Sustainability and Responsible Investment Committee.

    Experience and qualifications

    Mark began his career as a consultant Actuary and then gained a diverse experience across markets with investment banking roles in fixed income, equities and capital markets. He has extensive risk management and derivatives experience. Mark joined us from the Friends Life Group where he was Chief Investment Officer of the Group and Managing Director of their in-house asset manager, Friends Life Investments. Previously he was the Chief Investment Officer of AXA UK. Mark is a Fellow of the Institute of Actuaries and has a Mathematics degree from Cambridge University.

  • Yi (Sonny) Shen

    20 years of market experience. Team leader of US ETF prop trading group at Goldman Sachs. Founde r of Goldman Sachs Group ETF team in Europe. Global market maker for Barclays I-Shares. Manager of Millennium Management, the world's top market-neutral hedge fund.Trading experience in multiple global markets. Provided investment advisory services to Chinese enterprises since 2004. PHD in Physics-Fluid Mechanics; MS in Financial Markets and Trading.