mallowstreet Fixed Income 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 Fixed Income Indaba* will bring together some of the industry’s biggest influencers to discuss key asset classes and investment opportunities. You will hear from a selection of keynote speakers and take part in four interactive Investment Masterclass sessions exploring the opportunities available in Fixed Income.


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. A Fireside Discussion with Jiwei Dong

    With over 10 years of pensions experience, Jiwei has witnessed many changes to the investment arena. Since joining Nest back in 2013, the pensions industry has faced many challenges, from beginning the savings journey of millions with auto-enrolment, through the differing levels of outcomes after the introduction of pension freedoms, to the concerns about risk management and the adequacy of DC contribution levels.

     

    In this session, Jiwei will share his expertise as we discuss the role of fixed income and risk management in DC accumulation, decumulation and retirement. 

    Speaker

    Jiwei Dong, National Employment Savings Trust (Nest)

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into three Investment Masterclass sessions over the course of the Indaba. Investment Masterclasses are hosted by Newton Investment Management, Royal London Asset Management, and T. Rowe Price.

  6. Tea, Coffee & Networking

  7. Investment Masterclass II

    Delegates split into three Investment Masterclass sessions over the course of the Indaba. Investment Masterclasses are hosted by Newton Investment Management, Royal London Asset Management, and T. Rowe Price.

  8. Session Transition

  9. Black Swan to Golden Goose: Turning Market Turmoil into Opportunity

    In this thought-provoking session, we delve into fixed income markets and explore the repercussions triggered by exogenous shocks that seem to be ever more frequent.


    This session aims to shed light on the multi-faceted consequences of such shocks on fixed income markets and offer insights into effectively navigating the opportunities that arise in the aftermath. The audience is invited to explore the complex dynamics of unexpected events and what can be done to turn inherent vulnerabilities into opportunities. Can we really future-proof a portfolio? What role does fixed income play in building the resilience required to thrive in a rapidly changing financial landscape?

    Speaker

    Chelsea Parandian, Aon

  10. Lunch and Networking

  11. The Answer to What Question? Fixed Income’s Role in an Evolving Pensions Landscape

    In this session, Lorenzo will examine what role fixed income is poised to hold in the future of pension scheme asset allocation. He will take stock of the current direction of travel through the lens of the draft new DB Funding Code (and feedback from the consultation), the evolution of leveraged LDI, and the growing focus on DC.

    Speaker

    Lorenzo Orfali, The Pensions Regulator

  12. Session Transition

  13. Investment Masterclass III

    Delegates split into three Investment Masterclass sessions over the course of the Indaba. Investment Masterclasses are hosted by Newton Investment Management, Royal London Asset Management, and T. Rowe Price.

  14. Tea, Coffee & Networking

  15. A Fireside Chat with Padmesh Shukla

    As the CIO of the £14bn Transport for London Pension Fund, responsible for the pensions arrangements of some 80,000 scheme members, Padmesh has been at the crest of many breaking waves in recent memory. The fire sale sparked by last years mini Budget announcement and the following LDI crisis to name but a few. 


    In this session Padmesh sits down with Dawid to discuss TfL's eventful year so far, the benefits of alternatives, the importance of sustainability and engagement, as well as his fixed income plans for the future.

    Speaker

    Padmesh Shukla, TFL Pension Fund

  16. Closing Remarks

  17. Drinks and Networking

  18. End