Across mallowstreet, and the
broader pensions industry, there has been considerable discussion about asset
classes that provide opportunities for Growth and/or sources of Yield. In the
current economic environment, where government bonds no longer provide the
yield they once did, and traditional asset classes don’t always produce
adequate returns, how can pension funds find opportunities to combat inflation
or close their deficit?
In response to discussions with
the advisers and trustees on mallowstreet we will be hosting a half day seminar
examining three different, interesting opportunities that offer potential
sources of Growth & Yield. The morning will start with an economic update
to set the scene, then delegates will divide into small working groups that
will rotate around three 35 minute presentations looking at these
opportunities. The morning is then rounded off with a panel discussion looking
back at the themes discussed.
This is a FREE event for pension
fund decision makers and their advisors. Places for this event are strictly
limited so please register your interest below to avoid disappointment.
Speakers
Andrew Neville
Andrew Neville Global Small Cap Equity
Portfolio Manager
Andrew joined Allianz Global
Investors in July 2004 as a portfolio manager specialising in UK small and
mid-cap company portfolios and became the lead Global Equity Small Cap portfolio
manager in 2010. He is also a member of the European Mid & Small Cap team,
and has responsibility for analysing the UK mid cap universe.
Andrew joined AllianzGI
from Baring Asset Management where he managed the Baring UK Smaller Companies
Trust as well as a number of UK smaller companies institutional mandates. Prior
to joining Baring, Andrew trained as a portfolio manager at AIB Govett Asset
Management. Andrew is a qualified chartered accountant and
has also previously worked as an audit manager for Deloitte & Touche.
Peter Hansell
Peter Hansell Head of Property Group
Peter heads up Cairn Capital’s property group and is a member of its Executive Management Committee. He joined Cairn Capital in 2008 to continue the development of its real estate platform.
He was formerly a Managing Director at Lehman Brothers within the European Real Estate team with responsibility for credit, structuring and distribution of real estate secured debt product. He has been involved with commercial property throughout his career, other roles including running Standard & Poor’s European CMBS rating team, originating commercial mortgage loans for the Royal Bank of Scotland and training and practising as a valuer with Weatherall Green and Smith.
Scott Krase
Scott D. Krase Portfolio Manager & Senior
Partner Scott D. Krase shares
responsibility for portfolio management activities of Oak Hill Advisors. Mr.
Krase co-founded each of the funds, and is a senior officer in each of its
management entities. He is a member of the firm’s investment committee and has
served as a lead participant on numerous creditor committees. In addition, Mr.
Krase served two terms as Chairman of Loan Syndications and Trading Association
(LSTA), an industry organization. He joined the firm in 1993. Mr. Krase
previously worked at TSA Capital Management, where he was a portfolio manager
responsible for global asset allocation. He also worked in the mergers and
acquisitions departments of Gleacher & Co. and Salomon Brothers. Mr. Krase
holds a B.S., cum laude, from The Wharton School of the University of
Pennsylvania and has earned the Chartered Financial Analyst designation.
Program
Registration and Breakfast
Welcome Address
Dawid Konotey-Ahulu, Founder of mallowstreet
Economic Climate & Forecast
A leading economist explains the dynamics of the current economic environment and the outlook for 2014.
Workshop Session I: Direct Capital and Private Debt
As many companies find traditional financing harder to access in the current environment, direct engagement with equity owners and other stakeholders has created a compelling opportunity for long-term investors. You will learn about the opportunities for providing direct capital and private debt solutions to corporate borrowers in the European and US markets.
Workshop Session II:Real Estate Debt and Structured Products
Learn about the benefits of diversifying an investment portfolio to include senior commercial real estate debt. Trustees and advisors will gain a better understanding of how this asset class can fit into a broader portfolio and some of the key issues inherent in investment in commercial real estate debt.
Coffee Break and Networking
Workshop Session III: Small Cap Equities
In the 10 years to July 2013, Global Small Cap Companies, as represented by the MSCI World Smaller Company Index, returned over 11% pa and are predicted to outperform during economic upturns. You will learn about the opportunities, risks and rewards presented by investing in Global Small Cap equities.
Panel Discussion
An interactive panel discussion where questions will come in quick succession from the audience and from the online mallowstreet Growth Drive In Forum. The main themes will be taken up on mallowstreet as a set of questions / challenges.
