mallowstreet University Digital Roadshow: Edinburgh

At this morning online workshop, we will breakout into two rotating Investment Masterclasses to hear the latest from some forward-thinking asset managers. We will examine some of the key questions trustees should be focusing on in the current environment, new tools to evaluate risk, and where to find return.

This event is accredited by the Pensions Management Institute and is open to pension funds and their advisers.

Speakers

Program

  1. Registration, login and tech check

    The Roadshow will 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.
  2. Welcome Address & Introductions

    Outline of the topics and themes for the Roadshow.
  3. Rotating Investment Masterclass I: Multi-Asset Credit: Capturing Secured Income and Capital Gain Opportunities in the Wake of the Storm

    Global government responses to COVID-19 have been unprecedented in modern times, with varying degrees of personal lockdown and economic shutdown. Credit markets have faced a near perfect storm, with indiscriminate selling pressure from daily liquidity and passive funds exacerbated by the reduced ability of banks to act as a liquidity buffer. Although we have seen some retracement of credit market indices in certain asset classes, we anticipate that volatility will continue in markets as long as COVID-19 continues to present uncertainty. Join Craig Scordellis, Head of Long-Only Multi Asset Credit at CQS, for a thoughtful and clear analysis of why he believes prices in certain parts of the credit markets do not represent longterm fundamental risks to investors, where he sees relative value opportunities in the wake of the storm, and why he believes today’s markets offer Multi Asset Credit investors a rare opportunity to benefit from unusually high levels of secured income, alongside material capital gains as prices recover over the medium-long term

    Speaker

    Craig Scordellis, Head of Long-Only Multi-Asset Credit, CQS

  4. Questions & Comfort Break

  5. Rotating Investment Masterclass II: UK Infrastructure: Resilience and Value

    As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets. But beyond the short-term uncertainty, UK infrastructure stakeholders are looking for clues as to how the crisis could influence the market’s longer-term prospects and the role infrastructure can continue to have in DB pension scheme strategies. Join Darryl Murphy, Managing Director of Infrastructure at Aviva Investors, as we discuss the impact of COVID-19 on UK infrastructure and opportunities for future infrastructure investment.

    Speaker

    Darryl Murphy, Head of Infrastructure, Real Assets, Aviva Investors

  6. Questions & Close

  7. End