mallowstreetThe events calendar for the institutional pensions & insurance industries

A selection of upcoming events from mallowstreet & our partners

Past Events

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

  • mallowstreet University Investment Focus: Opportunities in Fixed Income

    to at BFI Stephen Street, 21 Stephen St, Fitzrovia, London W1T 1LN, UK

    As one of the largest asset classes held by UK pension funds, understanding opportunities in fixed income is in focus for almost all trustees. At this half day workshop, delegates will hear the latest thinking from some forward-thinking asset managers; have a chance to ask questions and debate with your peers; and contribute directly to some new approaches that are currently being developed and introduced to the market to meet the needs of pension funds.
    Sponsored by
    • PGIM Fixed Income
    • MFS Investment Management
    • BMO Global Asset Management
    • Kames Capital

September 2017

  • mallowstreet University Dinner: The Rise of Smart Beta

    to at The Ned, 27 Poultry, London EC2R 8AJ, UK

    Smart beta is one of the fastest-growing investment strategies in recent years. Pledging to replicate at lower cost what fund managers are doing already, smart beta ETFs attracted US$534bn in investments by end of January 2017*, and the market is predicted to reach US$1tn globally by 2020. However, in a world where there are no guarantees, how smart really is smart beta? Over dinner, Franklin Templeton will look at how investors are evaluating this new approach to investing and what place should it hold in institutional portfolios.
    Sponsored by
    • Franklin Templeton Investments

  • mallowstreet University Dinner: Emerging Markets - Why a valuation-based approach works

    to at The In & Out Naval & Military Club, 4 St James's Square, St. James's, London SW1Y 4JU, UK

    Valuations on Emerging Markets equities have reached historical lows relative to Developed Markets. Investors have been painfully reminded that these markets are prone to political, economic and currency crises. Over dinner, John Goetz, co-CIO of Pzena Investment Management, with over 20 years of investment experience in global and emerging markets, will explain why these characteristics make Emerging Markets such an attractive opportunity for investors and why using a value-based approach, especially now, makes sense.
    Sponsored by
    • Pzena Investment Management