mallowstreet Digital Fixed Income Indaba

Speakers

• Gaurav Gupta

  Gaurav Gupta, Senior Manager Research Analyst., Barnett Waddingham
  

  Gaurav is a Chartered Financial Analyst and has extensive knowledge of investment products in the industry. He joined the investment consultancy industry in 2017 and provides strategy and investment manager research services. He currently works at Barnett Waddingham, having previously been head of multi-asset research at XPS Investments. Prior to joining investment consultancy, Gaurav worked at Thesis Asset Management where he won multiple industry awards and co-managed the Thesis multi-asset model portfolio service which he helped grow to approximately £250m under management.

• Neil Bull

  Investment Consultant, the Pensions Regulator

  Neil is an Investment Consultant at the Pensions Regulator, working on both DB and DC schemes as well as policy work. He has been at the Regulator since 2017, after 15 years working for IBM Retirement Funds Europe managing the fixed income assets on behalf of IBM’s European Pension Plans. He is a qualified Actuary and CFA Charterholder. Neil is a leading member of the team which drafted TPR’s first consultation on the new DB funding code of practice and continues to develop the code in more detail.

Program

1. 8:30 AM Login & Tech Check

   Welcome to the Digital Indaba, join your fellow delegates to say “Hi” and check your technology before the Indaba gets underway.

2. 9:00 AM Welcome Address

   Dawid provides an overview of the Digital Fixed Income Indaba, speakers and key themes.

   Speaker

   Dawid Konotey-Ahulu, Co-founder of mallowstreet

3. 9:10 AM Investment Risk Under the New Funding Code

   Speaker

   Neil Bull, Investment Consultant, TPR

4. 9:50 AM Session Transition

5. 9:55 AM Investment Masterclass I

   Delegates split into three Investment Masterclass sessions.

6. 10:35 AM Refreshment Break

7. 10:45 AM Getting the Best from your Managers

   USS is the UK’s largest private pension scheme by assets. Given its size and scale, one of the key decisions its asset manager has to make is how to get the best from external manager partners in a way that best complements the in-house team and its skillset. What are the key factors for USS in making the decision between in sourcing asset management or picking an external manager to partner with? Ben Clissold explains his thinking for the Fixed Income business at USS Investment Management and gives his views on how to develop strong relations with external managers. Includes 5 minutes of interactive Q&A.

   Speaker

   Ben Clissold, Head of Fixed Income & Treasury, USS Investment Management

8. 11:25 AM Session Transition

9. 11:30 AM Investment Masterclass II

   Delegates split into three Investment Masterclass sessions.

10. 12:10 PM Lunch

    Bring your plate and join us in our virtual lunchroom for a networking break.

11. 1:05 PM Investing in Fixed Income Markets

    In this presentation Gaurav will explore how fixed income markets have evolved over recent years and the trends to expect going forward. With a particular focus on where and how investors should invest in order to achieve their goals. Includes 5 minutes of interactive Q&A.

    Speaker

    Gaurav Gupta, Senior Manager Research Analyst, Barnett Waddingham

12. 1:45 PM Session Transition

13. 1:50 PM Investment Masterclass III

    Delegates split into three Investment Masterclass sessions.

14. 2:30 PM Refreshment Break

15. 2:40 PM Expert Panel Discussion

    Panellists: Sarah Bates (John Lewis Partnership Pension Trust), Richard Hubbard (Capital Cranfield Trustees)

16. 3:20 PM Closing Remarks

17. 3:30 PM End