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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 3rd annual Investing in Alternatives, Europe 2017 report where heads of investment from European based pension plans, insurers, endowment funds, foundation plus private banking groups explore opportunities in alternative asset classes and non-traditional investment strategies to diversify their portfolios.

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SECTION 1

THE EVOLVING ROLE OF INVESTING IN ALTERNATIVES

1.1 ROUNDTABLE DEBATE: What considerations and understanding of alternatives do you need as an asset allocator: interpreting past performance, assessing manager skill, fund expenses and transparency

Moderator:

• Maire McGuire, Publisher, Clear Path Analysis

Panellists:

• Giovanni Fulci, Head of Alternative Investment & Multi-Asset Risk, Banca MPS

• Dinesh Visavadia, Director, ITS

• Jack Inglis, CEO, The Alternative Investment Management Association

SECTION 2

CHALLENGING THE APPROACH TO ALTERNATIVES

2.1 Whitepaper: Alternative risk premia: investment panacea or illusionary hype?

• Pascal Spielmann, Senior Portfolio Strategist, LGT Capital Partners

2.2 INTERVIEW: With investors concerned with the impact of rising rates, is the argument swinging back in favour of hedge funds?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Alan Pickering, Chairman, Bestrustees

2.3 INTERVIEW: What alternative opportunities have arisen from Brexit and President Trump’s election?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Max Townshend, Investment Manager, London Pensions Partnership

2.4 INTERVIEW: Increasing the diversification of managers and the best ways to do so: an examination of fund of funds, partnership structures, advisory approach or via multi- alternative funds

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Thomas Weber, Managing Partner, LGT Capital Partners

SECTION 3

LIQUID ALTERNATIVES

3.1 INTERVIEW: Has the rising popularity of liquid investments over-looked the restrictions fund managers will face in asset and investment selection?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Richard Clarke-Jervoise, Head of Private Capital Investment, Stonehage Fleming

SECTION 4

ALTERNATIVES: A focus on asset classes

4.1 INTERVIEW: Infrastructure and real estate – identifying and accessing the most promising assets

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Bev Durston, Managing Director, Edghaven

4.2 INTERVIEW: Title TBC

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Dragomir Veilkov, Chief Investment Officer, Compass Invest

Pascal Spielmann

Senior Portfolio Strategist, LGT Capital Partners

Thomas Weber

Managing Partner, LGT Capital Partners

Giovanni Fulci

Head of Alternative Investment & Multi-Asset Risk, Banca MPS

Dinesh Visavadia

Director, ITS

Jack Inglis

CEO, The Alternative Investment Management Association

Max Townshend

Investment Manager, London Pensions Partnership

Bev Durston

Managing Director, Edghaven Property

Dragomir Veilkov

Chief Investment Officer, Compass Invest

Alan Pickering

Chairman, Bestrustees

Richard Clarke-Jervoise

Head of Private Capital Investment, Stonehage Fleming

LGT Capital Partners is a leading alternative investment specialist with over USD 50 billion in assets under management and more than 450 institutional clients in 35 countries. An international team of over 350 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.

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.

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Portfolio Institutional is a publisher established for 20 years at the heart of the UK and German financial services industry. Based in London and Frankfurt, we deliver innovative content, in-depth analysis and expert opinion, to institutional and semi-institutional investors in the UK and Europe.



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