mallowstreet Credit 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 mallowstreet Credit Indaba* will bring together some of the industry’s biggest influencers as we unravel the intricate landscape of credit investment opportunities tailored specifically for pension funds and insurer's. Here we will discuss key investment opportunities through a selection of keynote presentations as well as partaking in five interactive Investment Masterclass sessions exploring the opportunities available in the Credit Industry.


Set against the backdrop of financial expertise and strategic insight, the Indaba brings together a collection of investment experts and industry peers as, we embark on a journey through the realm of private and public credit - a cornerstone of stable and resilient portfolios, meticulously designed to secure the financial well-being of pension funds.


Throughout the day, we will dissect strategies, share experiences, and foster a profound understanding of how private and public credit can be harnessed to drive optimal returns and ensure a secure future for pension funds and the beneficiaries they serve. Join us as we navigate this enriching dialogue, aiming not only to enhance our financial acumen but also to chart a course towards a prosperous and sustainable investment future.


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".



At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registration & Breakfast

  2. Welcome Address

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

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  3. Beyond the Balance Sheet: Public and Private Credit

    Public and private credit markets are interlinked. This relationship has an impact on risk profile, return potential and exposure concentrations for investors across both domains. Olga will examine this dynamic further, offering investors insights beyond leverage ratios and credit spreads.

    Speaker

    Olga Goffin, Head of Fixed Income Research, Barnett Waddingham

  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. Credit Strategies Across Worlds: Lessons from Wealth Management to Pension Funds

    How do approaches to building a growth credit portfolio differ between the wealth management and pension fund worlds? In his session, Richard will draw on his experience across both sectors to explore this question. He’ll examine how portfolio construction strategies diverge whilst also delving into emerging market debt, an area where Railpen currently sees compelling opportunities.

    Speaker

    Richard Woodrow, Senior Investment Manager, Railpen

  10. Lunch and Networking

  11. The Trustee’s Balancing Act: Managing Risk and Return in Credit Markets

    In this session, Mark offers a trustee’s view on navigating the challenges of credit investing. He will discuss the practical considerations trustees face in aligning investment objectives with robust governance and risk oversight.

    Speaker

    Mark Humpreys, Trustee Director, Law Debenture Pension Trustees

  12. Session Transition

  13. Masterclass III

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

  14. Tea, Coffee and Networking

  15. Credit – Too Tight to Squeeze, with a Splash of Leverage

    Credit markets are navigating a period of tight spreads and heightened macro uncertainty. While headline valuations look stretched against history, beneath the surface lie anomalies and opportunities that reward careful analysis. Stephen Marsh will explore how investors can balance risk and reward in this environment, and where a judicious use of leverage might create both openings and challenges for portfolios.

    Speaker

    Stephen Marsh, Head of Investment Oversight, Lloyd’s of London

  16. Closing Remarks

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  17. Drinks and Networking

  18. End