mallowstreet Insurance Indaba

Sponsored by

abrdn

M&G Investments

Investing in Social Good Through Affordable Housing

The UK housing crisis looks set to see renewed focus as the cost of living bites.

The rise in house prices has stormed ahead of earnings growth, pushing affordability constraints to historic highs in parts of the country. As essentials like food and fuel demand a growing proportion of people’s incomes, the need for good quality affordable homes becomes even more pressing.

Pension schemes are increasingly pursuing alternative sources of sustainable income while also seeking to achieve positive social outcomes for society.

Chris Jeffs will discuss the potential entry points for investors; the risks from a management perspective; and the positive ripple effect investing in affordable homes can have, far beyond increasing housing stock.

About M&G Investments

M&G Investments is a global asset manager with a long history investing and innovating across both public and private markets.

We’re part of M&G plc, an international savings and investment business with the ambition to deliver long term value for our investors, while working together to create a more positive future.

As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly.

Together, through a strong sense of partnership and collaboration, we support a culture of continued innovation to build long-term relationships as needs evolve over time.

We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity.

Globally we manage over £324.5 billion (as at 31 December 2021) on behalf of individual and institutional investors including pension funds, endowments and foundations, insurers, sovereign wealth funds, banks and family offices.

We recognise that clients are increasingly looking to align their investments with their environmental and social values. This is why our investment decisions are underpinned by our commitment to investing responsibly.

Considering material environmental, social and governance (ESG) factors is an integral part of our investment approach. Combining market-leading research with our own proprietary data, we believe this helps us make more informed investment decisions. We also pro-actively engage directly with the businesses we invest in to help drive positive change.

M&G has committed to reducing our own carbon emissions to net-zero by 2030 and to achieving carbon net-zero investment portfolios by 2050.

Wellington Management

Robeco

PIMCO

mallowstreet Insurance 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.

This year, we are hosting our second mallowstreet Insurance Indaba*, bringing together some of the industry’s biggest influencers to hear a selection of interactive keynote presentations. These will be interspersed with five Investment Masterclass sessions, hosted by world-class asset managers, who will share how they manage portfolios, make decisions, view the investment landscape, and generate returns in a Solvency II regulatory environment.

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

Professor Stephen Chan
Sir David Spiegelhalter
Christine Armstrong
Author and Researcher
Christine is a researcher, author and vlogger on the future of work. By exploring workplace culture, diversity, work-life balance and remote working, Christine examines the new challenges to the old ways of doing business.
She previously co-founded Jericho Chambers, an early example of flexible and hybrid work. She writes regularly for the Times and Telegraph and is a contributing editor of Management Today.
She is also the author of ‘The Mother of All Jobs: how to have children and a career and stay sane(ish)’, published by Bloomsbury. The book is based on six years of interviews with working parents, employers, leadership experts, and carers. The book was a finalist in the Business Book UK awards 2019.

Program

8:30 AM Registration & Breakfast
9:00 AM Welcome Address

Dawid provides an overview of the conference, speakers, and key themes for the Indaba.

Speaker

Dawid Konotey-Ahulu, Co-founder of mallowstreet
9:10 AM Ghosts of the Light Brigade: Ukraine, Russia and the West

Tennyson's poem of the suicidal charge of the Light Brigade against heavy Russian guns in Ukraine in 1854 echoes to this day. A short history of the often tense (and bloody) international clashes over Ukraine, leading to a recapitulation of today's often shallow headlines, will give way to an analysis of what an assertive President Putin feels is at stake, not only for Russia, but for the future of Europe. And it is not just Ukraine as an isolated staging post for Russian ambitions. Those ambitions are already realised in neighbouring Belarus, and firmly stated in the Transdniestrian region of neighbouring Moldova. Romania, Hungary, Slovakia and Poland share borders with Ukraine. Lithuania, bordering Belarus, already feels the Russian chill. So the struggle, posturing and manoeuvres concern a vast swathe of Europe. NATO would not want an all-out war with Russia. Is there once again only a Light Brigade seeking to hold back a new history?

Speaker

Professor Stephen Chan, Professor of World Politics at SOAS University of London
9:45 AM Session Transition
9:50 AM Investment Masterclass I

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
10:30 AM Tea, Coffee, and Networking
10:45 AM Investment Masterclass II

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
11:25 AM Session Transition
11:30 AM Hybrid and Remote: How to Make it Work – Part 1

In this first session, Christine examines state of play at the moment (offices, commuting, policies, sectors), who is doing what, how are leaders and their teams feeling, emerging issues (e.g. between those who and cannot work from home, generational expectations, people who are still holding out against a return).

Speaker

Christine Armstrong, Author and Researcher
11:45 AM Session Transition
11:50 AM Investment Masterclass III

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
12:30 PM Lunch and Networking
1:30 PM Should we Trust Statistics?

The current pandemic has emphasised the key role that statistics play in understanding what is going on in the world. But how do we decide whether to trust the numbers that get put in front of us? Are they being used to inform or persuade us? Using a wide range of examples, David will look at the way that statistics can be used to try and persuade audiences to think or act in a certain way, contrast this with efforts to make communication 'trustworthy', and list the questions that you should ask whenever you are presented with claims based on numbers.

Speaker

Sir David Spiegelhalter, Chair of the Winton Centre for Risk & Evidence Communication
2:05 PM Session Transition
2:10 PM Investment Masterclass IV

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
2:50 PM Tea, Coffee, and Networking
3:05 PM Investment Masterclass V

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
3:45 PM Session Transition
3:50 PM Hybrid and Remote: How to Make it Work - Part 2

In this second instalment, Christine examines, based on the data and research we have so far, what is working and not working practice. Practical takeaways for teams and leaders.

Speaker

Christine Armstrong, Author and Researcher
4:15 PM Closing Remarks

Speaker

Dawid Konotey-Ahulu, Co-founder of mallowstreet
4:30 PM Drinks and Networking
6:00 PM End

mallowstreet Insurance Indaba

Important

Speakers

Program

8:30 AM Registration & Breakfast

9:00 AM Welcome Address

Speaker

9:10 AM Ghosts of the Light Brigade: Ukraine, Russia and the West

Speaker

9:45 AM Session Transition

9:50 AM Investment Masterclass I

10:30 AM Tea, Coffee, and Networking

10:45 AM Investment Masterclass II

11:25 AM Session Transition

11:30 AM Hybrid and Remote: How to Make it Work – Part 1

Speaker

11:45 AM Session Transition

11:50 AM Investment Masterclass III

12:30 PM Lunch and Networking

1:30 PM Should we Trust Statistics?

Speaker

2:05 PM Session Transition

2:10 PM Investment Masterclass IV

2:50 PM Tea, Coffee, and Networking

3:05 PM Investment Masterclass V

3:45 PM Session Transition

3:50 PM Hybrid and Remote: How to Make it Work - Part 2

Speaker

4:15 PM Closing Remarks

Speaker

4:30 PM Drinks and Networking

6:00 PM End