mallowstreet University Digital Investment Focus: CDI

The majority of DB schemes entered 2021 in a cashflow negative position, with the money coming from contributions less than the amount being paid to retirees. This trend is set to continue, with more schemes experiencing the same shortfall. Given that COVID-19 and its associated consequences will likely remain prevalent throughout 2021, where and how will pension funds access assets that can help build a comprehensive and robust CDI strategy?  

During this online Investment Focus, delegates will break into two rotating Investment Masterclass sessions which will cover key investment opportunities in the area of Cashflow Driven Investing. 

This event is FREE to attend for investment decision makers and their advisers and is available for CPD accreditation. 

Speakers

Program

  1. Login & Access Meeting

    The Investment Focus will take place online via a ‘Zoom’ meeting. We will provide further information, including an access link and password, to all attendees in advance of the event.
  2. Welcome & Introductions

  3. Rotating Investment Masterclass I: Utilising Commercial Real Estate Debt to Enhance Returns, Improve Diversification and Increase Cashflow Predictability

    As real estate markets experience significant volatility and heightened uncertainty, investors’ focus on risk reduction and stable and high income is now paramount. Join Christian Janssen, Head of Debt at Nuveen Real Estate, to hear how UK commercial real estate debt can offer investors access to secure, income-focused and attractive risk-adjusted returns as part of CDI strategy.

    Speaker

    Christian Janssen, Head of Debt, Real Estate, Europe, Nuveen Real Estate

  4. Refreshment Break

  5. Rotating Investment Masterclass II: CDI and Planning for the Endgame

    In this session, Jon Exley, Solutions Manager at Schroders will explore which schemes CDI is appropriate for, examine some implementations of CDI and discuss our view that LDI and CDI are not interchangeable approaches, but are in fact complementary to each other.

    Speaker

    Jon Exley, Senior Solutions Manager, Schroders

  6. Questions and Close of Investment Focus

  7. End