mallowstreet Dublin Roadshow 2024

mallowstreet takes to the road, returning to one of our favourite cities... Dublin.


Join us for an engaging morning workshop featuring presentations from three accomplished asset managers. Together, we will delve into the pressing questions that trustees should be prioritising within the current economic landscape. Our experts will address key trustee concerns as well as exploring potential untapped avenues for return in today's investment climate, and examining how pension investment can be a source for good for the wider community at large through the lenses' of Environmental, Social, Governance, and Sustainability.


Why Attend:


Join us for a morning of knowledge-sharing, collaboration, and innovation as mallowstreet takes you on a journey towards enhanced investment insights and strategies. Due to limited availability, early registration is strongly recommended.


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registrations, Breakfast & Networking

  2. Welcome & Introductions

  3. Investment Masterclass I: Investing in Energy: Opportunities in Infrastructure Created by the Energy Transition

    As the Global Economy strive to achieve ambitious net-zero emission targets in Ireland and wider Europe, the role of energy transition infrastructure becomes paramount. In this Investment Masterclass, we will gain insights and explore the concept of energy transition infrastructure, its significance in decarbonising the economy beyond generating electricity, the associated risks, and avenues for accessing this burgeoning sector.

    Speaker

    Tatiana Zervos, Portfolio Manager - Schroders Greencoat

  4. Session Transition

  5. Investment Masterclass II: Fixed Income Alternatives: Staying Flexible in Uncertain Markets

    Bond markets have navigated a host of buzzwords over the past few years: reflation, inflation, hard landing, soft landing, no landing and recession among them. The focus of policymakers has swung between concerns about weak growth at the height of the pandemic to containing inflation to discussing rate cuts. Fixed income markets have faced turbulence amid the shifts in macro conditions and monetary policy. This session will explain why a flexible approach to fixed income investing is best suited for tackling a changing macro backdrop.

    Speaker

    Huw Davies, Investment Manager, Fixed Income - Absolute Return - Jupiter Asset Management

  6. Tea, Coffee & Networking

  7. Investment Masterclass III: Generating Income from Private Markets

    In the face of higher volatility and macro uncertainty, private debt can provide diversification, stability and resilience to pension scheme portfolios. In this session we explore what assets can generate attractive, high quality income, helping to close funding gaps as well as meet cash flow liabilities.

    Speaker

    Lalantika Medema, Executive Vice President, Product Strategist - PIMCO

  8. Session Transition

  9. Investment Masterclass IV: Guinness, Ground Rents and Real Estate – Generating Secure Income to Help Investors Meet their Commitments

    In this Masterclass, we will look at the history of Arthur Guinness’s world-famous brewery at 2 St James’s Gate, Dublin, and how it provides lessons for today’s institutional investors as they seek secure income strategies that help them meet their commitments.

    Speaker

    Gordon Smith, Fund Manager - AlphaReal

  10. Thank You's and Close

  11. Lunch & Networking

  12. End