The Worcester Summit 2023

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting and we shall adjust your personal agenda.

"The mallowstreet Summit is an event not to be missed. The level of attendees is very high, there is a lot of sharing of ideas and an open atmosphere. The mix between investment talks and inspirational speakers works well and get’s everyone talking and forward looking."


The mallowstreet Summits head to Worcester, and the tranquility of Stanbrook Abbey, where we will hear from a diverse set of inspirational keynote speakers alongside world class asset managers as we explore 'Where Next?'.


Attendance at the Summits is by invitation only and there is no delegate fee charged. Delegates need only arrange their own transport. There are no more than 25 delegates (Trustees, Chair of Trustees, CIOs, Investment Committee Members, Pensions Managers) at each Summit so you are assured an intimate learning and relationship building experience.

Speakers

Program

  1. Registration and Check In

    We will endeavour to check-in all guests in advance of the Summit where possible. Please note, there may be a handful of rooms that are not available on arrival. For those guests we will store their luggage and deliver to their accommodation, which they will then be able to access at the mid-afternoon break.

  2. Lunch

  3. Welcome Address

    Dawid provides an overview of the speakers and key themes for the Summit.

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  4. How our Brains Shape our Destiny

    What made you the person you are today? Renowned neuroscientist, broadcaster and author Dr Hannah Critchlow explains how the answers to fundamental questions about fate and free will lie in our understanding of the human brain.


    In this investigation Hannah reveals how neuroscience shapes our lives, drawing vividly on everyday life to show the potential, as well as the dangers, of being able to predict our likelyfutures. Her latest book, The Science of Fate, which made the Sunday Times Bestseller list, is a highly accessible and awe-inspiring examination of the science of who we are.

    Speaker

    Dr Hannah Critchlow, Neuroscientist, Author, Broadcaster, and Presenter

  5. Session Transition

  6. Investment Masterclass I

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  7. Tea, Coffee, and Networking

  8. China: Back Open for Business?

    On many fronts, this year will reveal whether China’s nearly three years of self-imposed isolation were an aberration, or whether the pandemic was a catalyst, accelerating changes that were coming anyway. Be cautious about China’s official statements about being back open for business, pro-entrepreneur, eager for foreign investment and exchanges, and opposed to decoupling. In Xi Jinping’s China, the leadership’s interest in openness is conditional, and selective.  

    Speaker

    David Rennie, Journalist and Beijing Bureau Chief for The Economist

  9. mallowstreet Summit Case Study

    Stuart will give an overview of the SuperBuys Pension Fund Case Study – a bespoke scenario analysis created for this Summit and highlight the key questions that need to be addressed in the two case study sessions on Tuesday and Wednesday.

    Speaker

    Stuart Breyer, mallowstreet CEO

  10. Session Transition

  11. Investment Masterclass II

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  12. Delegate Leisure Time

  13. Evening Networking Activity

  14. Evening Dinner

  15. Evening Drinks

  16. Tuesday 27th June

  17. Breakfast

  18. Welcome to Day 2

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  19. Finding Fortitude - How Understanding Ourselves is the First Step to Resilience

    This presentation will show how understanding the components of resilience can not only make you thrive at work, but will be transformational for making you a better leader.


    Firstly, we'll explore the remarkable individuals who achieve heroic feats at Olympic Games - what makes them special? In 2009 UK Sport commissioned a piece of work into what made a competitor into a Super Elite athlete who went to a games and came home with a gold medal. They found that 100% of the Super Elite athletes who won gold reported a significant moment of childhood trauma. Their bronze winning rivals? Only one in four had experienced anything like it. What lessons can we learn from this - and how does understanding it help us unlock the formula for our own resilience? This presentation takes us on a road of self-discovery - and explains how the pillars of identity, community and control can help us be better workers, partners, and friends.

    Speaker

    Bruce Daisley, Former VP EMEA, Twitter

  20. Session Transition

  21. Investment Masterclass III

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  22. Tea, Coffee & Networking

  23. How China Wins from the Ukraine War

    In the short term Vladimir Putin’s imperialist, territory-grabbing war is a headache for China, and is doing serious damage to Xi Jinping’s image with Western governments. But in the longer term China still thinks it can gain from the war in Ukraine, by dividing the West, and by delegitimising US-led alliances and sanctions in the eyes of the Global South. A weaker Russia could be useful too, as long as Putin does not lose the war or fall from power.

    Speaker

    David Rennie, Journalist and Beijing Bureau Chief for The Economist

  24. Session Transition

  25. Investment Masterclass IV

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  26. Lunch

  27. How Can You Thrive in The Face of Unprecedented Disruption

    What happens when you get lucky and merge your two passions - music and economics - to become the first ever rockonomist. Fifteen years of frontline experience in the face of unprecedented digital disruption, that's what!


    In this engaging talk, Will draws on his experience, then hop skips and jumps through the two decades of 'first to suffer, first to recover' experience in music, helps you identify your friends and foes in the battle for attention and flags where we risk making big mistakes with big data.

    Speaker

    Will Page, Former Chief Economist, Spotify

  28. Session Transition

  29. Investment Masterclass V

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  30. Tea, Coffee & Networking

  31. How Dangerous Is the Taiwan Stand-off?

    China and America are each convinced that the other is undermining the status quo that has kept an uneasy peace across the Taiwan Strait for 70 years. Both powers are responding with moves that the other reads as aggressive. The crisis is serious because the stakes are high and positions so far apart. But China’s rulers are not currently whipping the public into the rage needed for imminent conflict.

    Speaker

    David Rennie, Journalist and Beijing Bureau Chief for The Economist

  32. Session Transition

  33. Case Study Session I

    For the Case Study sessions, delegates will assume the role of the Trustees of our fictional pension fund. Placed into pre-assigned groups, delegates (the ‘Trustees’) will work collaboratively, with discussions based on what we have learned so far in the Investment Masterclasses and Keynote Presentations.


    The first session will focus on a) the risks facing the corporate sponsor and their potential impact to the pension fund b) the actions the trustees need to take today to help the Pension Fund achieve its net zero pledge and c) what questions should the Trustees be asking of, and what information should they be requesting from, their asset managers.

  34. Delegate Leisure Time

  35. Evening Networking Activity

  36. Evening Dinner

  37. Wednesday 28th June

  38. Breakfast

  39. Welcome to Day 3

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  40. Why US-China Relations are so Terrible

    The US-China relationship is at its lowest point since Nixon met Mao in 1972. China is convinced that America is bent on keeping it down, and that’s not wholly wrong. America’s political leaders don’t see why they should help China become a stronger military power or security threat with American technology or money, and that’s reasonable. The logic of this confrontation is coherent on each side. That’s why this crisis is so hard to manage, and why something like a spy balloon could blow relations off course.

    Speaker

    David Rennie, Journalist and Beijing Bureau Chief for The Economist

  41. Session Transition

  42. Investment Masterclass VI

    Delegates split into six Investment Masterclass sessions over the course of the Summit.

  43. Tea, Coffee & Networking

  44. Case Study Session II

    A key priority of our fictional pension fund is achieving sufficient returns within a sensible risk framework. In this context, the delegates (the ‘Trustees’) will identify the strengths and weaknesses of each asset class and manager, and decide if they should allocate to the strategies presented.

  45. Session Transition

  46. Finding Your Edge - Talent and Leadership in Football

    After spending time behind the scenes with some of football’s best coaches. Ben now brings his learnings off the pitch and to the boardroom, sharing leadership lessons from the likes of Thomas Tuchel, Didier Deschamps and Sarina Wiegman to help retain talent and improve performance in business.


    In this session, Ben focuses on three aspects of talent development and performance optimisation - cohesion, adaptability and resilience - that ultimately improve performance, each time using Case Studies from clubs such as Chelsea, Athletic Bilbao and England’s successful women’s national team.

    Speaker

    Ben Lyttleton, Football Journalist and Author

  47. Close of Summit with Q&A

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  48. Lunch & Networking

    Speaker

  49. End