mallowstreet University: The Growth, Yield and Currency Risk Drive In

In an environment where it is becoming increasingly difficult to find adequate returns, many pension funds are investing in, or considering investing in new asset classes. 

At the Drive-In, attendees will learn how to evaluate growth strategies, and learn about what trustees need to think about when looking at growth strategies and how can they access income while considering the longer term objective of buy-out or self-sufficiency?

Places for this event are strictly limited so please register your attendance to avoid disappointment.

The Drive-In is eligible for CPD credits, and is open to trustees and their advisors.  

Speakers

Program

  1. Registrations, Breakfast and Networking

  2. Welcome and Introductions

    Dawid Konotey-Ahulu, Founder of mallowstreet
  3. Macroeconomic Update, Richard Class, Fixed Income Specialist | Morgan Stanley Investment Management

    An update on the current economic environment and outlook for 2016
  4. Direct From the Investor

    A ‘Question Time’ style panel taking questions directly from the audience, and the chance to hear what is the top priority from a panel of CIOs (Moderated by Dawid Konotey-Ahulu)
  5. Rotating Intensive Workshop I: High Yield Fixed Income, Vontobel Asset Management

    This Masterclass will examine some of the opportunities and trends in the High Yield Market
  6. Coffee, Tea, and Networking

  7. Rotating Intensive Workshop II: Currency Risk Management, HSBC Bank Plc

    Currency risk is an unavoidable consequence of overseas investment for Pension Funds. HSBC will share their latest thinking on how to dynamically manage this increasingly volatile component of a Scheme's Risk Budget and detail strategies developed in response to an increased scrutiny on cost, transparency and regulation.
  8. Rotating Intensive Workshop III: Global High Yield Bonds - The Opportunity, Eaton Vance Investment Management

    With spreads currently beyond their long-term average, an outlook of below average default rates and relatively low but sustainable growth, we believe there is a compelling opportunity to purchase global high yield bonds at historically attractive prices. Jeff Mueller will take delegates through the current high yield opportunity, addressing the reasons for the recent market volatility, market liquidity and the prospects for the global Energy and Commodity sectors.
  9. Lunch & Networking

  10. End