mallowstreetThe events calendar for the institutional pensions & insurance industries

A selection of upcoming events from mallowstreet & our partners

Past Events

November 2017

  • mallowstreet University Dinner: As equity markets continue their strong (and long) run, how should portfolios be positioned as we head towards 2018?

    to at Artemis, 57 St James's St, St. James's, London SW1A 1LD, UK

    Given how far equity markets have risen over the last few years, it is hardly surprising that investors are tempted to take profits. Valuations are looking stretched in some parts of the market, while interest rates may be about to rise for the first time since the 2008 crisis.
    Sponsored by
    • Artemis Investment Management

  • mallowstreet University Dinner: Emerging Markets - Power to the people!

    to at 33 Castle Terrace, Edinburgh EH1 2EL, UK

    Over dinner, Glen Finegan, Head of Emerging Market Equities at Janus Henderson Investors, will look at the benefits and risks of investing in emerging markets right now; and will discuss why long-term performance is defined as much by what you don’t own as what you do.
    Sponsored by
    • Janus Henderson Investors

  • mallowstreet University: Sustainability and Responsible Investment Educational Workshop

    to at Andaz London Liverpool Street, 40 Liverpool St, London EC2M 7QN, UK

    Sustainability, Responsible Investment, and ESG have been moving up the agenda for many pension funds, and started appearing in the top 10 monthly search terms on mallowstreet.com. At this morning workshop, we are bringing together a cross section of the mallowstreet community for an interactive event. Join us for what will be a highly educational and very focused morning.
    Sponsored by
    • UBS Asset Management
    • Robeco

October 2017

  • mallowstreet University Dinner: Equity Investing

    to at 1 Lombard Street, 1 Lombard St, London EC3V 9AA, UK

    Equities have been a pension fund staple for a reason – over extended periods equity has outperformed many other asset classes. But the lack of visibility, in the balance between returns and the risk of permanent capital loss, can seem hard to justify – particularly when facing a down market. Over dinner, Sudhir Roc-Sennett of Vontobel Asset Management will outline the investment framework of a Quality Growth approach to equity investing through the full market cycle for pension funds. He will also explain how Vontobel have maintained a consistent investment style for over twenty years, delivering outperformance with less volatility than the market.
    Sponsored by
    • Vontobel Asset Management

  • mallowstreet University: Multi-Asset Investing Across Alternatives; Combination Solutions for Trustees to Consider

    to at Roux at Parliament Square, 11 Great George St, Westminster, London SW1P 3AD, UK

    Institutional investment into alternative assets has become popular in recent years with inflows into private equity and infrastructure at or near record levels. The strategies that sit within alternative assets are quite diverse with risk, return and liquidity profiles that can vary significantly. But what if one could combine these underlying strategies in a single solution and potentially seek the best traits of each? In this University Dinner, Chicago-based Jonathan Levin from GCM Grosvenor will examine how this may be possible and will also provide insight into how a number of US pension plans have adopted this exact strategy, and the results they have achieved.
    Sponsored by
    • GCM Grosvenor

  • mallowstreet University Dinner: Tackling the 'cash flow negative' challenge

    to at The Lowry Hotel, 50 Dearmans Pl, Salford M3 5LH, UK

    With a maturing UK defined benefit (DB) pensions landscape, schemes are moving from the accumulation phase to the decumulation phase as benefit payments become larger than contributions. This in turn requires a focus for pensions schemes to think about generating cash flow, not just income. In this session, Colin Fleury will look at how a multi-sector fixed income portfolio can be structured to meet short-term cash flows, and earn an attractive level of return by building a diversified portfolio that is structured to generate regular cashflows from both coupon payments and capital redemption/maturity proceeds.

    Sponsored by
    • Janus Henderson Investors