mallowstreetThe events calendar for the institutional pensions & insurance industries

A selection of upcoming events from mallowstreet & our partners

Past Events

February 2016

  • The Growth and Yield Live Debate

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    In an environment where it is becoming increasingly difficult to find adequate returns, many pension funds are considering and investing in new asset classes. Over the course of the Live Debate, we will be looking at what these asset classes are and whether the associated risks are worth the greater (potential) gains.

    Sponsored by
    • Sanlam FOUR Investments
    • TwentyFour Asset Management
    • MFS

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

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    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.  

    Sponsored by
    • HSBC
    • Vontobel Asset Management
    • Morgan Stanley Investment Management
    • Eaton Vance Investment Managers

  • mallowstreet University Dinner: Fixed income investing in a low yield environment

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    With global interest rates still hovering near record lows, many investors are anticipating historically low returns from their traditional fixed-income investments.

    Over Dinner, Keith Patton, Director of Multi-Strategy Investments, will lead a discussion outlining how in this uncertain investment environment there are now new opportunities, where global expertise can allow investors to harvest the credit premium, whilst managing curve and interest rate risk through the cycle.

    Sponsored by
    • BMO Asset Management

December 2015

  • mallowstreet Live: Should a pension fund be targeting 'buyout' ?

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    In this Live Debate, we will be asking whether a pension fund should be targeting 'buyout'. Over the course of the debate, our expert panel will be discussing: 

    • What are the main considerations a trustee board need to think about when deciding on a buyout / buyin?

    • How does a pension fund get ready for a buyout? What assets, data, structure needs to be in place?

    • Is a buyout right for every pension fund?

    • How do you price a buyout? What types of assets should a pension fund need to have in place for the best buyout price?

    • What will be / is the impact of Solvency II? What does the competitive landscape look like (e.g. consolidation) how will this impact the market going forward?
    Sponsored by
    • Rothesay Life
    • Legal & General
    • Premier Pensions Management

  • How NOT To Get Referrals and Build Your Network

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    We are delighted to announce that we will be running one final workshop with Andy Lopata to bring our 2015 Events calendar to a close. 

    Summary

    With growing competition and more demand on people's wallets, it's becoming harder and harder to win new business. Yet still so many financial services firms leave potential new revenues untapped and unexplored.  

    The reason is very simple. Across financial and professional services, referral strategies range from ineffective, to passive, to simply non-existent. As a result, potential new business and/or investment simply goes elsewhere. 

    In this talk, Andy will share with you the 7 key skills to ensure that you are maximising on your extended network to secure strong referrals and un-tap and explore potential new revenues and win new business.

    Sponsored by
    • mallowstreet

  • Private Equity Co-Investments – a way to access uncorrelated returns in a fee-efficient way

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    For their first mallowstreet University Dinner, GCM Grosvenor will be discussing the opportunity set in private equity co-investments.  

    With trustees and advisors looking for alternative and uncorrelated sources of return to traditional markets, private equity co-investments present the opportunity to benefit from potentially outsized investment returns in a fee-efficient way. 

    Sponsored by
    • GCM Grosvenor LLP