mallowstreet Real Assets 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 Real Assets Indaba* is a chance for senior figures from the UK’s largest pension funds to discuss real assets and investment opportunities for 2022. For many an experienced investors, this unfavourable combination of increasing inflation and a long stagnated CPI has been problematic, exploring the UK’s alternative investment space is often a good starting point when faced with the question of “What should I invest in during inflation?”.


You will hear from a selection of keynote speakers and take part in four interactive, specifically tailored Investment Masterclass sessions.


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

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  3. The Value of Real Assets - How Infrastructure and Agriculture can Enhance your Portfolio Whilst Making a Positive Difference

    · Exploring the drivers behind the continued growth of the market

    · How asset classes can deliver resilient returns across market cycles

    · Why investments can contribute to global solution

    · Where the opportunities lie

    Speaker

    Anish Majmudar, Head of Real Assets, M&G Alternatives

  4. Session Transition

  5. Investment Masterclass I

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

  6. Tea, Coffee & Networking

  7. Investment Masterclass II

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

  8. Session Transition

  9. Expert Panel Discussion and Q&A

    Chaired by Dawid Konotey-Ahulu, Co-founder, mallowstreet

    Speaker

    Sam Gervaise-Jones, Andrew Jacobson, Pete Smith & Corrado Pistarino

  10. Lunch & Networking

  11. Key Considerations from the Consultant Corner

    In the current environment, what are the top 3 things pension scheme trustees and investment teams should be considering in the area of Real Assets and how can they position themselves to navigate the road ahead? Shaun will give attendees insight into how leading investment consultancy Grant Thornton are advising their clients

    Speaker

    Shaun Kapoor, Real Estate, Valuations and Modelling, Grant Thornton UK LLP

  12. Session Transition

  13. Investment Masterclass III

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

  14. Tea, Coffee & Networking

  15. Transitioning to Sustainability - A Case Study from a Real Asset

    A case study looking at how the transition plan for one real asset will impact the emissions of a region, the communities in which it operates, and the local infrastructure (and hence other real assets). The discussion will outline how decarbonisation efforts will increase the interconnectedness of real assets and highlight risks and opportunities for real asset investors as a result of the transition to a net zero economy.

    Speaker

    Marian D'Auria, Global Head of Pensions, GFG Alliance

  16. Closing Remarks

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  17. Drinks & Networking

  18. End