IPE Conference and Awards 2016


Thursday, 01 December 2016
08:30 - 09:30 Breakfast
 ➢ Prof Amin Rajan, CEO, CREATE-Research, UK
Investing in the Post-Brexit World

08:30 - 09:30

  Prudential Financial, Inc. (PFI)
     An Opportunity to De-risk in Today’s Low Interest Rate Environment
09:30 - 09:50 Registration and Coffee

09:50 - 10:10 Introduction by
Liam Kennedy, Editorial Director, IPE, UK

Welcome from Germany
Heribert Karch, CEO, MetallRente and chairman, German Association for Occupational Pensions (ABA)

10:10 - 11:00 Keynote Address: Brexit, Trump, Le Pen: Can the EU Withstand the Populist Tsunami?
Radek Sikorski, Former Speaker of the House and Minister for Foreign Affairs, Poland

11:00 - 11:50 Discussion Forum: Priorities for 2017 and Beyond

Pascal Blanqué, Global Head of Institutional Business, CIO Group, Amundi, France
Stefan Dunatov, CIO,Coal Pension Trustee Services, UK
Andreas Kretschmer, CEO, Ärzteversorgung Westfalen-Lippe, Germany
Elizabeth Renshaw-Ames, CEO, HSBC Pension Fund, UK
Roelie van Wijk, CEO, TKP Investments, Netherlands

Liam Kennedy, Editorial Director, IPE, UK

11:50 - 12:20

Keynote address: What Makes a Good (Institutional) Investor?
Björn Wahlroos, Chairman of Sampo Group, Nordea Bank and UPM-Kymmene, Finland

12:20 - 13:20 

12:30 - 13:00
Networking Lunch, kindly hosted by CFA Institute

DACH-Forum: Privates Mittagessen und Podiumsdiskussion (auf Einladung)

13:20 - 14:05 Defined Contribution: Building a Future-Proof Pension System

Trish Curry, Regional Head, AustralianSuper, UK
Mark Fawcett, CIO, Nest Corporation, UK
Heribert Karch, CEO, MetallRente, Germany
Theo Kocken, CEO/Founder, Cardano, Netherlands

Carlo Svaluto Moreolo, Senior Staff Writer, IPE, UK

14:05 - 15:00 Sponsored Workshops - click the topic to see more

  Amundi Asset Management
     Real Assets and Infrastructure: A Decorrelated Solution in a Low-yield Environment?

 ➢ AXA Investment Managers
     Solvency in a Low Interest Rate Environment: Solutions for an On-going Challenge

  Candriam Investors Group
     Portfolio Hedging Techniques and Investment Strategies

  Capital Group
     US Credit and Municipal Bonds: Bright Spots in a Sub-Zero World?

  Deutsche Asset Management
Managing Fixed Income Liquidity in a Persistent Low Interest-Rate Environment

 ➢ Legal & General Investment Management
 Going Global: The Case for Global High Yield

 ➢ Mesirow Financial Currency Management
 Shifts in the Currency Market: Hedging Considerations for Institutional Investors
    15:00 - 15:20 Tea & Coffee

    15:20 - 16:10 Fees and Costs: Insights from around Europe

    Frits Meerdink, Manager, Fund Investments, PGGM, Netherlands
    Ueli Mettler, Partner, c-alm, Switzerland
    Christopher Sier, Professor of Practice, Newcastle University Business School and Director, FiNexus, UK
    Jan Straatman, Global Chief Investment Officer, LOIM, Switzerland

    Amin Rajan, CEO, CREATE-Research, UK

    16:10 - 16:55 Keynote: A Holistic Macro-Demographic Perspective on Pensions
    Amlan Roy, Research Associate, LSE Systemic Risk Center and Guest Finance Professor LBS, UK

    16:55 - 17:30 Exit Interview: Reflecting on Pensions
    Helen Kobaek, former CEO, Pensam, Denmark

    nterviewed by
    Mariska van der Westen, Editor-in-chief, PensioenPro, Netherlands

    18:30 Drinks Reception

    19:30 2016 Awards Dinner and Ceremony

    23:00 After-dinner Networking

    Friday, 02 December 2016
    08:30 - 09:00 Registration

    09:00 - 09:05 Introduction
    Daniel Ben-Ami, Deputy Editor, IPE, UK

    09:05 - 09:35 Keynote: Focusing Capital on the Long Term
    Sarah Williamson, CEO, FCLT Global, US

    09:35 - 10:25 Making Sense of Climate Change and Corporate Data

    Thomas Kusterer, CFO, ENBW, Germany
    Russell Picot, Special Adviser, FSB's Task Force on Climate Related Financial Disclosures, UK
    Olivier Rousseau, CEO, FRR, France

    Joseph Mariathasan, Contributing Editor, IPE, UK
    10:25 - 10:40 Tea & Coffee

    10:40 - 11:00
    US Election Post-Mortem and Perspectives for Investors
    Jared Carney, Founder and CEO, Lightdale LLC, US

    11:00 - 11:40 Credit and alternatives


    Casper Hammerich, Investment Consultant, Kirstein A/S, Denmark
    Chris Redmond, Global Head of Credit, Willis Towers Watson, UK
    Caroline Le Meaux, Head of External Asset Management, SRI and Asset Allocation, Caisse des Dépôts Group, France
    Daniel Ben-Ami, Deputy Editor, IPE, UK
    11:40 - 12:30 Sponsored Workshops - click the topic to see more

      ClearBridge Investments
         The Path Forward: An Updated Outlook for a Low Growth World

         Shining the Light on Shadow Searches: Will They Replace RFPs?

      FTSE Russell
         Unobserved Risks in the Industrial Transition to a Low Carbon Economy

     ➢ Invesco
         Global Credit Outlook – Challenges and Opportunities

     ➢ KGAL Real Investments
    Challenges for Renewable Energies in the Future

         Implementing Factor Investing Strategies
      12:30 Lunch