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.

Speakers

Program

  1. 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.

  2. Welcome Address & Introductions

    Speaker

    mallowstreet

  3. Rotating Investment Masterclass I: COVID 19: The Impact and Opportunities for Secure Income Assets

    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.

    Speaker

    Mark Versey, Aviva Investors

  4. Questions and Comfort Break

  5. Rotating Investment Masterclass II: Identifying Opportunities in China

    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.

    Speaker

    Yi (Sonny) Shen, Shen Yi Investments

  6. Questions and Close of Investment Focus

  7. End