Menu

The prolonged current low interest rate environment has created a huge challenge for asset owners seeking to meet liability targets. As they move away from traditional and into alternative investment areas, new and unknown challenges face them; such as manager and asset selection challenges, portfolio diversification and governance demand.

The 4th annual Investing in Alternatives, Europe 2018 report is a peer-to-peer publication where heads of investment from European based pension plans, insurers, endowment funds, foundation and private banking and wealth groups will explore the new role and correct mix of alternatives, implementation of absolute return and multi-asset strategy, hedge funds, real estate and ESG, amongst other topics.

Download
Report Free

Share with others:

An analysis of alternative investment trends for institutional investors

SECTION 1

ALTERNATIVES – WHICH WAY NEXT?

1.1 INTERVIEW: What is the role of alternatives in these turbulent times? Where should investors look for assets that won’t frighten the horses?

Interviewer:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Interviewee:

Philipp Kellersmann, Former Group Head of Investment Risk Management, Axa

1.2 WHITE PAPER: Outlook turns positive for uncorrelated strategies

Manuel Kalbreier, Director, Alternative Investments, EMEA, Wellington Management

Matthew Bullock, Investment Director, Wellington Management

Paul Skinner, Investment Director, Wellington Management

SECTION 2

BUILDING A PORTFOLIO

2.1 ROUNDTABLE: The active vs passive debate – can a passive approach bring home the bacon in alternatives?

Interviewer:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Interviewee:

Alan Pickering OBE, Chairman, Bestrustees, Trustee, Plumbing Industry Pension Scheme

Nicola Ralston, Director and Co-Founder, Pi-Rho Consulting

Nico Aspinall, Chief Investment Officer, B&CE

2.2 WHITE PAPER: 2018: A Year of stability with economic growth sustaining the current cycle

Alice Breheny, Global Head of Research, TH Real Estate

SECTION 3

FAVOUR OR FLAVOUR: THE APPLICATION OF ALTERNATIVES

3.1 INTERVIEW: A case study of how one scheme applies alternatives in its investment strategy

Interviewer:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Interviewee:

Mark Hedges, Chief Investment Officer, Nationwide Pension Scheme

SECTION 4

INFRASTRUCTURE: THE BUILDING BLOCKS OF SOCIETY

4.1 ROUND TABLE: Governments are now coordinating energy, transportation and technology infrastructure projects. What opportunities will this bring investors?

Moderator:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Participants:

Mike Weston, Chief Executive Officer, Pension Infrastructure Platform

John Nestor, Non-Executive Chair, Prudential Corporate Pension Trustee

Andrew Cheseldine, Independent Chair of Trustees, Smart Pensions

SECTION 5

BRICKS AND MORTAR AS A DIVERSIFIER

5.1 INTERVIEW: Real estate – still considered an alternative asset class by many, where does property fit into a portfolio today?

Interviewer:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Interviewee:

Antony Barker, Former Director, Pensions and Chief Investment Officer, Santander UK

SECTION 6

THE HUMAN FACTOR

5.1 INTERVIEW: Geopolitics – what will the impact of political and social turbulence have upon alternative investments?

Interviewer:

Pádraig Floyd, Consultant Publisher, Clear Path Analysis

Interviewee:

Professor Andrew Clare, Cass Business School

Philipp Kellersmann

Former Group Head of Investment Risk Management, Axa

Alan Pickering

OBE Chairman of Bestrustees and Trustee of the Plumbing Industry Pension Scheme 

Mike Weston  

Chief Executive, Pension Infrastructure Platform

Mark Hedges

Chief Investment Officer, Nationwide Pension Fund

Antony Barker

Former Director, Pensions and Chief Investment Officer, Santander UK

Professor Andrew Clare

Associate Dean, Chair in Asset Management, Cass Business School

Phil Irvine

Director, Pi-Rho Consulting

Nico Aspinal

Chief Investment Officer, B & CE

Alice Breheny

Global Head of Research, TH Real Estate

Andrew Cheseldine

Independent Chair of Trustees, Smart Pensions

Manuel Kalbreier

Director, Alternative Investments, EMEA, Wellington Management

Matthew Bullock

Investment Director, Wellington Management

Paul Skinner

Investment Director, Wellington Management

Nicola Ralston

Founder Pi-Rho Consulting

John Nestor

Non-Executive Chair, Prudential Corporate Pension Trustee 

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2017, we serve as a trusted investment adviser to more than 2,200 institutional clients and mutual fund sponsors in 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.

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) 207 688 8511 or send a message

Established in London in 2001, TSAM is a global series of events taking place in London, New York and Boston. This 15th edition of the London series, continues to grow and attract the senior decision-makers from the world’s largest asset management companies and smaller investment boutiques, looking to learn, benchmark and make valuable new business connections.