The Worcester Summit 2022

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 mallowstreet Summit is an event not to be missed. The level of attendees is very high, there is a lot of sharing of ideas and an open atmosphere. The mix between investment talks and inspirational speakers works well and get’s everyone talking and forward looking."


The mallowstreet Summits heads to Worcester where we will hear from a diverse set of inspirational keynote speakers alongside world class asset managers as we explore 'Where Next?'.


Attendance at the Summits is by invitation only and there is no delegate fee charged. Delegates need only arrange their own transport. There are no more than 25 delegates (Trustees, Chair of Trustees, CIOs, Investment Committee Members, Pensions Managers) at each Summit so you are assured an intimate learning and relationship building experience.

Speakers

Program

  1. Registration & Check In

    We will endeavour to check-in all guests in advance of the Summit where possible. Please note, there may be a handful of rooms that are not available on arrival. For those guests we will store their luggage and deliver to their accommodation, which they will then be able to access at the mid-afternoon break.

  2. Lunch

  3. Welcome Address

    Dawid provides an overview of the speakers and key themes for the Summit.

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  4. Geopolitical Risk in a Multi-Polar World

    We live in the interim period between two bi-polar worlds – the Cold War, and the fastapproaching form of cold war between China and the USA. In this period some countries are showing which side they will favour, others are hedging their bets, and a few are using the multipolar dynamic to advance their agendas before the discipline of a bi-polar world kicks in. This presentation looks at the forces pushing and pulling the movements of people and the volatility of regions such as the IndoPacific and the Sahel. A 'Biden Doctrine' appears to be slowly emerging – so far it is a nebulous concept, but behind it is the notion that the democratic world can offer developing countries, and others, a viable alternative to China's increasing dominance in a number of fields.

    Speaker

    Tim Marshall, Journalist, Broadcaster and Author

  5. Session Transition

  6. Investment Masterclass I

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  7. Tea, Coffee & Networking

  8. Making the New Ways of Working Actually Work: Current Trends

    In this first session of our four part series, Christine will look at how people are working now, specifically policies versus what are we seeing in practice.

    Speaker

    Christine Armstrong, Author and Researcher

  9. mallowstreet Summit Case Study: The GoPower Pension Fund

    Stuart will give an overview of the GoPower Pension Fund Case Study – a bespoke scenario analysis created for this Summit and highlight the key questions that need to be addressed in the two case study sessions on Tuesday and Wednesday.

    Speaker

    Stuart Breyer, mallowstreet CEO

  10. Session Transition

  11. Investment Masterclass II

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  12. Delegate Leisure Time

  13. The mallowstreet Wine Challenge

  14. Evening Dinner

  15. Evening Drinks

  16. Tuesday 28th June

  17. Breakfast

  18. Welcome to Day 2

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  19. The Future of Medicine

    Humans long for a healthy, long life. In 200 years, we have moved from witchcraft to science and seen the rate of progress accelerate. Whilst some of the biggest changes (materials science, computing, biochemistry) have been in our lifetimes, what is happening now is transformative. In this talk, Martin will discuss (with examples) the impact and potential significance of developments in genomics, immunology, medical devices, drug discovery, cell biology, AI, data science and personalisation of care. All are dependent on easily available, accurate population data. Charlatans have been part of medicine since its inception, damaging its reputation. These new developments must be conceived and shared with transparency to develop and sustain trust from the public and investors. Sorting out the balance between individual privacy and wider public access to data will be critical. Martin hopes to make you think about the moral and societal consequences of these changes, as well as marvelling at what is to come.

    Speaker

    Professor Martin Elliott, Speaker, Writer and Surgeon

  20. Session Transition

  21. Investment Masterclass III

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  22. Tea, Coffee & Networking

  23. Making the New Ways of Working Actually Work: The Productivity Conundrum

    Despite Jacob Rees-Mogg’s convictions, the productivity data is complicated. In our second instalment, Christine will look and establish what we do know. 

    Speaker

    Christine Armstrong, Author and Researcher

  24. Session Transition

  25. Investment Masterclass IV

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  26. Lunch

  27. Horatius Saves the Ukrainean Bridge

    The Victorian poet, Macaulay, wrote a stirring poem of how a tiny band of warriors defended Rome against the legions of Tuscany. The lengthy poem became the memorised recitation of defiance even on Robben Island Prison during Apartheid South Africa. Nelson Mandela knew it by heart. When Russia invaded Ukraine, almost every strategist thought it would fall in a week. Weeks later, the heroism against huge odds is plainly visible, and the terrible quality of the Russian forces was visible both on land and in the air. Unable to defeat the Ukrainians, terrible vengeance was wrought through atrocities against unarmed civilians. All laws of war were broken. What will happen now? Is there still a sting in the Russian tail? Will the West up the ante by accepting what may yet be only two thirds of pre-war Ukraine - after Russian conquest and likely annexation of Donbas - into NATO? Will the Russian economy recover from drastic sanctions and re-integrate itself into the global financial system? And what will be done to the Russian military machine after its dismal showing? To mix classical metaphors, have the Ukrainians sewn the teeth of the Hydra and in fact instigated a new Cold War with a Russia determined to upgrade its aggressive capacities - knowing now what its weaknesses are?

    Speaker

    Professor Stephen Chan, Professor of World Politics at SOAS University of London

  28. Session Transition

  29. Investment Masterclass V

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  30. Tea, Coffee & Networking

  31. Making the New Ways of Working Actually Work: New Working Practices

    Lots of things that worked when everyone was in the office five days a week, don't work in hybrid. In our third instalment, Christine will look at what do we need to update it to make it work, encourage collaboration & build culture? 

    Speaker

    Christine Armstrong, Author and Researcher

  32. Session Transition

  33. Case Study Session I

    For the Case Study sessions, delegates will assume the role of the Trustees of our fictional pension fund. Placed into pre-assigned groups, delegates (the ‘Trustees’) will work collaboratively, with discussions based on what we have learned so far in the Investment Masterclasses and Keynote Presentations. The first session will focus on a) the risks facing the corporate sponsor and their potential impact to the pension fund b) the actions the trustees need to take today to help the Pension Fund achieve its net zero pledge and c) what questions should the Trustees be asking of, and what information should they be requesting from, their asset managers.

  34. Delegate Leisure Time

  35. Evening Dinner

  36. Evening Drinks & Summit Quiz

  37. Wednesday 29th June

  38. Breakfast

  39. Welcome to Day 3

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  40. Making the New Ways of Working Actually Work: Loyalty & Retention in a More Remote World

    The final session asks the vital question, how do we keep our best people in the most competitive talent market of a generation? 

    Speaker

    Christine Armstrong, Author and Researcher

  41. Session Transition

  42. Investment Masterclass VI

    Delegate split into six Investment Masterclass sessions over the course of the Summit. Investment Masterclasses hosts to be confirmed.

  43. Tea, Coffee & Networking

  44. Case Study Session II

    A key priority of our fictional pension fund is achieving sufficient returns within a sensible risk framework. In this context, the delegates (the ‘Trustees’) will identify the strengths and weaknesses of each asset class and manager, and decide if they should allocate to the strategies presented.

  45. Session Transition

  46. A Life in Transition

    ‘People at school told me I’d never be a girl, would never be pretty enough, would never be accepted. Well, here I am being celebrated as a woman in Vogue’. From growing up as a small boy on a council estate to becoming the first transgender woman to grace the pages of Vogue UK, Paris talks movingly about her life, her battle for acceptance and the societal walls and barriers that she has had to overcome.

    Speaker

    Dawid Konotey-Ahulu in conversation with Paris Lees, Journalist, Campaigner and Author

  47. Close of Summit with Q&A

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  48. Lunch & Networking

  49. End