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The growth in alternative asset allocation has largely surpassed that of many traditional investment areas amongst UK and European asset owners over the last three years. With synthetic as well as real alternative assets being seen as an essential part of a diversified investment strategy, many investment officers are faced with the challenge of how to expand their existing alternative allocations whilst volatility and economic uncertainties prevail.

The Investing in Alternatives, Europe report brings together heads of investment, pension plan managers, trustees and their advisors to investigate what alternative assets are deemed suitable in today’s environment; matching alternatives to a wider portfolio; developing risk and governance structures as well as assessing a range of established and emerging alternative areas.

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SECTION 1

RETHINKING THE ROLE OF ALTERNATIVES

1.1 EXPERT DEBATE:
Thinking more holistically between growth and tail risk protection

Moderator:

  • Pádraig Floyd, Independent journalist

Panellists:

  • Mark Hedges, Chief Investment Officer, Nationwide Pension Fund
  • George Finnie, Investment Manager, Strathclyde Pension Fund

1.2 ROUNDTABLE DEBATE:
Active versus passive alternatives: is there a suitability criteria for or is simply a cost argument?

Moderator:

  • Margie Lindsay, Editor, Alpha Journal

Panellists:

  • Oliver Polson, Pensions Manager UK/Ireland, Molson Coors Brewing Company
  • John Nestor, Director, LawDeb Pension Trustees
  • Roy Kuo, Team Head - Alternative Strategies, Church Commissioners for England

1.3 WHITE PAPER:
Preparing yourself emotionally for volatility – differentiating between required short term volatility and risk of under-performing on the longer term

  • Invited: Sponsor paper

SECTION 2

CHANGING GOVERNANCE STRUCTURES AND DIVERSIFICATION

2.1 INTERVIEW:
How esoteric or alternative should investors be with their allocations or is the aim to simply diversify from equity and credit risks?

Moderator:

  • Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panellists:

  • Antony Barker, Director of Pensions, Santander
  • Bev Durston, Investment Adviser, Royal Mail
  • Anders Thorendal, Chief Investment Officer, Church of Sweden

2.2 INTERVIEW:
Manager diversification and appropriate ways to access to alternatives – fund of funds, partnership structures, advisory approach or via Diversified Growth Funds

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Alan Pickering, Chairman, BESTrustees

SECTION 3

LIQUID ALTERNATIVES

3.1 INTERVIEW:
Improving access for the constrained investor – assessing the range of value added approaches in the liquid alternatives sector

Interviewer:

  • Proposed: Prominent journalist or Clear Path Analysis Publisher

Interviewee:

  • Invited: Lucas Budzynski, Global Head of Pension Asset Management, Sanofi-Aventis

3.2 WHITE PAPER: Title to be confirmed

  • Representative, Aberdeen Asset Management

SECTION 4

SUITABILITY OF HEDGE FUNDS

4.1 ROUNDTABLE DEBATE:
Illiquidity, diversification, regulatory treatment and fee structures: how can asset owners decide on the style of hedge fund best suited to their portfolio needs?

Moderator:

  • Proposed: Prominent journalist or Clear Path Analysis Publisher

Panellists:

  • Invited: Michael Doyle, Manager of External Managers, Irish Life Investment Managers
  • Invited: Michael Fitsum, Global Head of Real Estate/Private Equity Investment Operations, Aviva
  • Invited: Bengt Hellstrom, Head of Alternative Investments, AP3

SECTION 5

ALTERNATIVES FOCUS

5.1 FOCUS ON INDIVIDUAL OPPORTUNITIES

This section will be filled by asset owners or providers who believe there is a compelling reason to consider one of the below or other alternative investment opportunities. All subject headings were put forward as part of Clear Path Analysis’s proprietary pre-agenda research with UK and continental European based asset owner group representatives

  • 5.1.1 WHITE PAPER: Hedge fund ETFs – the elixir of liquidity with alternatives exposure
  • 5.1.2 WHITE PAPER: Infrastructure and real estate – identifying and accessing the most promising assets
  • 5.1.3 WHITE PAPER: Income orientated alternatives balanced with yield requirements

Anders Thorendal

Chief Investment Officer / Church of Sweden

Bev Durston

Investment Advisor / Royal Mail

Aberdeen Asset Management is a global asset manager and a FTSE 100 company. We are based in 26 countries with 37 offices, around 850 investment professionals and 2,700 staff overall. Our assets under management were £323.3 billion as at 31st

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

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