mallowstreet Getting DB Buyout Ready Indaba

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 Getting DB Buyout Ready Indaba* will be asking key questions surrounding the topic of Buyout and examining the key requirements needed to be considered 'Buyout Ready'. We will be joined by some of the industry’s biggest influencers to hear a selection of interactive keynote presentations and world classes asset managers at the Investment Masterclasses. These will be interspersed throughout the day and will highlight the key components needed as well as the potential pitfalls one may face when looking to exit.


This event is FREE to attend for investment decision makers and their advisers and is accredited for CPD points by the Pensions Management Institute (PMI).


*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".

Speakers

Program

  1. Registration & Breakfast

  2. Welcome Address

  3. Preparing for Buyout: Examples from the Industry

    In this session, Tiziana will explore the Trustee perspective on various topical issues relevant to schemes as they begin to consider or undertake settlement projects.

    Speaker

    Tiziana Perrella, Dalriada Trustees

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.

  6. Tea, Coffee & Networking

  7. Investment Masterclass II

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.

  8. Session Transition

  9. What Trustees Need to Understand (For Themselves) About Solvency

    Paul will be addressing the questions trustees need to ask of insurers to ensure a safe transitions for their funds. How important is Due diligence on an insurer and where is the capital from? Do the Solvency UK change matters? Paul will talk us through the importance of trustees understanding a potential insurer. 

    Speaker

    Paul Brine, Dalriada Trustees

  10. Lunch & Networking

  11. Group Panel Discussion and Q&A

  12. Session Transition

  13. Investment Masterclass III

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.

  14. Tea, Coffee & Networking

  15. Investment Masterclass IV

    Delegates split into four Investment Masterclass sessions over the course of the Indaba.

  16. Session Transition

  17. Action is Needed, Use Your Thinking Time Wisely

    2022 was the year in which the volatility in risk free assets was at bitcoin levels. Some aspects of the volatility have been positive, the size of buyout deficits have typically reduced, some aspects less so.

    For many schemes their risk and return requirements have changed, and the search for liquidity has seen asset allocations drift from their strategic ranges.

     

    What are the implications of this? Does stepping back and re-examining your investment objectives and longer-term aims also present an opportunity to think about how you approach sustainability? Does your Statement of Investment Principles say that is what you will do?  

     

    In this session Pete Smith, Head of Sustainable Investment, at Barnett Waddingham will discuss some of the sustainable investment considerations for those with both short and longer term buyout goals.

    Speaker

    Pete Smith, Barnett Waddingham

  18. Closing Remarks

  19. Drinks & Networking

  20. End