SECTION 1
ECONOMIC AND MARKET PRESSURES AND OPPORTUNITIES
1.1 INTERVIEW: As desire for non-traditional assets continues to grow, where will institutional investors get the best yields given the economic cycle?
Interviewer:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Interviewee:
- Toby Buscombe, Head of Matching Plus and Deputy CIO, BAE Systems Pension Funds Investment Management Ltd
1.2 INTERVIEW: Is this a good time to be investing in private debt in Europe and how does it behave through the cycles?
Interviewer:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Interviewee:
- Nicole Downer, Managing Partner, MV Credit
1.3 WHITE PAPER: Taking notice: Reasons to consider absolute return fixed income
- Paul Skinner, Investment Director Fixed Income, Wellington Alternative Investments
- Chris Perret, Investment Director Fixed Income, Wellington Alternative Investments
- Lori Whiting, Investment Director, Wellington Alternative Investments
SECTION 2
ACCESS TO ALTERNATIVE ASSETS
2.1 WHITEPAPER: With the increased competition, how will institutional investors exploit their competitive edge to access non-traditional investments?
- Duncan Hale, Fund Manager, Secure Income Funds, Willis Towers Watson
2.2 ROUNDTABLE: Are long-term illiquid investments the way forward; what other strategies are available to investors?
Moderator:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Panellists:
- Mikael Huldt, Head of Alternative Investments, AFA Forsakring AB
- Christian Boehm, CEO, APK Pensionskasse
- Sponsor opportunity
2.3 WHITEPAPER: Channelling technology to provide access – alternative finance in the spotlight
- Jeff Kelisky, CEO, Seedrs
SECTION 3
IMPACT INVESTING
3.1 ROUNDTABLE: What comes first alternative or ESG strategies: what is impact investing and what drives it?
Moderator:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Panellists:
- Jos Gijsbers, Senior Portfolio Manager, ASR Nederland
- Rasmus Juhl Pedersen, Head of ESG, PBU - Pension Fund of Early Childhood Teachers
- Christian del Valle, Managing Director, Mirova Natural Capital
SECTION 4
MANAGEMENT FEES
4.1 INTERVIEW: What is driving the lack of alignment in fees with performance related remuneration?
Interviewer:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Interviewee:
- Tom Kehoe, Global Head of Research, AIMA
SECTION 5
GROWTH AREAS
5.1 INTERVIEW: Now that the banks have retrenched, what growth are we seeing in private debt and infrastructure and real assets, and how can we expect funds to perform?
Interviewer:
- Zoi Fletcher, Content Producer, Clear Path Analysis
Interviewee:
- Denis Prouteau, CIO of Private Debt & Real Assets, Ostrum Asset Management
