Name: mallowstreet University Digital Roundtable: Making Private Credit Accessible to Smaller Pension Schemes
Start: 2020-12-15 10:55:00Z
End: 2020-12-15 12:15:00Z

Sponsored by

Schroders

Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. By serving institutions and individuals worldwide, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege; at Schroders, we use it wisely and responsibly.

With over 60 years of experience in managing pension assets and liabilities, we understand the needs of UK pension schemes. Through a combination of specialist investment expertise and dedicated Portfolio Solutions capability, our focus is on partnering with our clients to fully understand their position and assist in achieving their objectives. Our clients draw on a wide range of Schroders investment capabilities, including multi-asset, global equities and fixed income that sit alongside £50 billion of specialist expertise across private assets and alternatives, managed through Schroders Capital.

Our Portfolio Solutions capability is dedicated to investment strategy and risk management, focussing on working with clients to structure and design outcome-orientated portfolios, including fiduciary management, LDI and Cashflow Driven Investment strategies. With approximately £70 billion in UK pension fund assets under management, we offer size, breadth of capability, global reach and over 200 years of investment experience.

Source: Schroders, 2021.

mallowstreet University Digital Roundtable: Making Private Credit Accessible to Smaller Pension Schemes

For small and medium sized pension schemes, accessing private credit and its consistent income streams and potential for higher yields can be difficult. However, we at Schroders believe private credit is no longer the preserve of just large schemes. In this Digital Roundtable, Jane Turner and Jeremy Knox will examine the market dynamics that are making private credit an attractive opportunity and deliver their thoughts on how to access a diversified mix of private credit assets that all schemes can take advantage of either as a standalone allocation or in a Cashflow Driven Investment strategy.

This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.

Speakers

Jane Turner
Jane is responsible for Schroder Adveq's private debt investment activities. She is also a Member of the Private Assets Strategic Investment Group, Multi-Asset Investments. Jane joined Schroders in 2003. She has 15 years of experience in manager selection and portfolio management, including six years focused on private asset strategies. Jane holds a BA (Hons) in Business Studies with Finance and is a CFA® Charterholder.
Jeremy Knox
Jeremy is responsible for Schroder Adveq's buyout, turnaround and private debt investment activities across primary funds, secondaries, and co-investments.

Prior to joining Schroder Adveq in 2016, Jeremy spent 7 years as a Director in the investment arm of PartnerRe Ltd., where he was responsible for private equity and debt investments in primary funds and co-investments. Prior to PartnerRe, Jeremy worked in the Investment Banking group of Fox-Pitt Kelton where he focused on transactions within the financial services industry.

Jeremy holds a Bachelor’s degree in Business Administration from Franklin & Marshall College, US.
James Montefiore
Client Director, UK & Ireland, Schroders
James is a Client Director responsible for client servicing to UK & Irish pension funds and their advisers. He joined Schroders in 2000 and previously worked at Threadneedle and Scottish Widows where he worked in their institutional pooled fund teams. Prior to that he worked as a Private Client Investment Manager/Analyst for private bankers, Adam & Company in Edinburgh from 1989. His career commenced in financial services with private client stockbroker Williams de Broe in 1987. From 1979 he served for 8 years as an officer in the Royal Marines.
Qualifications: Associate of the UK Society of Investment Professionals (UKSIP), previously known as AIIMR. Member of the CFA Institute. A Fellow of the Chartered Institute of Securities & Investment.

Program

10:55 AM Login and Access Meeting

The University Roundtable 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.
11:05 AM Welcome and Introductions
11:10 AM Presentation

Please join Jane Turner and Jeremy Knox as they examine the market dynamics that are making private credit an attractive opportunity for schemes of all sizes.

Speaker

Jane Turner, Jeremy Knox & Tim Horne
12:10 PM Questions and Close
12:15 PM End

mallowstreet University Digital Roundtable: Making Private Credit Accessible to Smaller Pension Schemes

Speakers

Program

10:55 AM Login and Access Meeting

11:05 AM Welcome and Introductions

11:10 AM Presentation

Speaker

12:10 PM Questions and Close

12:15 PM End