The events calendar for the institutional pensions & insurance industries
A selection of upcoming events from mallowstreet & our partners
Past Events
July 
 2015
mallowstreet University Dinner: Alpha Value-Add: Combining Performance with Impact
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It has become clear that one of the main contributors to the financial crisis was a culture of short-term thinking, from which we are only just starting to recover. It led to pressure on companies to focus solely on short-term shareholder value, putting at risk longer-term returns. As the world economy becomes increasingly globalised...
Sponsored by
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Alliance Trust Investments
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June 
 2015
mallowstreet Live Debate: Opportunities in Credit
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With diverging Central Bank Monetary Policies, Credit continues to be at the top of the agenda for many pension funds. As government bond yields begin to fluctuate across the curve, mallowstreet has gathered together a group of fixed income specialists to review some of the recent developments in both the credit and debt markets and explore their key features.
Sponsored by
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Legal & General Investment Management
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AXA Investment Managers Ltd.
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Goldman Sachs Asset Management
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mallowstreet University Dinner: Infrastructure - What matters? Valuations, Return and Regulatory Risk
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Looking at the Infrastructure landscape as it stands today and considering the evolution of infrastructure valuations, many investors may well be asking whether prices have run ahead of true asset values and hence whether the forward looking investment returns from here are worth the risk.
Sponsored by
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RARE Infrastructure (UK) Limited
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The London Credit Drive In
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With diverging Central Bank Monetary Policies, Credit is at the top of the agenda for many pension funds. As government bond yields begin to fluctuate across the curve, mallowstreet has gathered together a group of fixed income specialists to review some of the recent developments in both the credit and debt markets and explore their key features.
Sponsored by
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Morgan Stanley
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MacKay Shields
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Schroders
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TwentyFour Asset Management
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mallowstreet University Dinner: Understanding Risk Factor Investing - The Evolution of Multi Asset
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Understanding risk factor investing: the evolution of multi asset.
During the global financial crisis, long-term correlations counted for nothing as various asset classes fell in unison. Some multi-asset investors are now focussed on diversifying the risk factors embedded within assets, rather than on diversifying the asset classes per se, providing a new dimension to ‘multi asset’ and ‘diversified growth’.
This educational session will focus on the theory and, in particular, the practice of risk factor investing.
Sponsored by
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Franklin Templeton
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mallowstreet University Dinner: The Smart Approach To Investing in Emerging Market Debt
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The Rohatyn Group (TRG) are hosting their Second Mallowstreet University Workshop as part of the 2015 series of education events.
With developed market bond yields near zero, institutional investors are still turning to emerging markets debt for higher yields. That said, the challenging environment for emerging markets has promoted a number of questions from investors, including:
- What effect will changes in the U.S. Federal Reserve policy and rising interest rates have on emerging market debt, especially given the turbulence during the taper tantrum in 2013?
- How will the drop in oil prices along with general commodities affect Emerging Market Debt?
- What is the outlook/opportunity set for Emerging Market Debt in 2015?
Sponsored by
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The Rohatyn Group