AMNT Summer Conference 2017
Thank you for coming.
Date: 21st June, 2017
Time: 09:30 – 17:00
Hosted by: Columbia Threadneedle Investments
Presentations and memories of the day to follow shortly ...
Thank you to all our speakers and facilitators:
Executive Director for Regulatory Policy at The Pensions Regulator
Andrew Warwick-Thompson joined the Board of the Pensions Regulator as an Executive Director in April 2013. He is now the Executive Director for Regulatory Policy, spanning DB, DC and Public Service pension schemes policy, and with responsibility for EU pension policy work.
He is responsible for the development of pension policy with Government partners, principally HM Treasury and DWP.
He also works closely with other UK and EU Government agencies, professional and trade bodies and other industry stakeholders including EIOPA, FRC, FCA, HMRC, ABI, IFoA, APL and PLSA to develop a consensus on pensions schemes' governance and administration best practice.
Co-founder of Quietroom
Mark Scantlebury and Vincent Franklin started Quietroom in 2005 because they thought the world of finance was being made unnecessarily complicated for people. Experts want us to engage with things like our pension, but talk in a way designed to put us off.
Quietroom’s job is to make personal finance clear, vivid and real. We work for a lot of pension trustees, helping them help members make important choices. We see diversity as one of the keys to opening up the world of finance. When people see people like them taking an active role, it begins to look like something they should take more notice of.
Director of the Pensions Institute at Cass Business School
Professor David Blake is Director of the Pensions Institute at Cass Business School, City University of London, and chairman of Square Mile Consultants, a training and research consultancy. He is also: co-designer of the PensionMetrics life-cycle financial planning software; co-author of the A2Risk attitude to risk questionnaire; co-inventor of the Cairns-Blake-Dowd stochastic mortality model; and co-founder with JPMorgan of the LifeMetrics Indices. In 2014, he was appointed Chair of the Independent Review of Retirement Income. Its report We Need a National Narrative: Building a Consensus around Retirement Income was published in March 2016. He won the 2016 Robert I. Mehr Award for ‘A Two-Factor Model for Stochastic Mortality with Parameter Uncertainty: Theory and Calibration’ (with Andrew J. G. Cairns and Kevin Dowd) published in the December 2006 issue of the Journal of Risk and Insurance, the journal of the American Risk and Insurance Association. This Award is presented each year for the paper published in the JRI ten years before that has best stood the test of time. He has a PhD from LSE.
Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA
Toby Nangle joined the company in 2012 and is currently Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA. In this role he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process.
Before joining the company, Toby worked at Baring Asset Management, initially in the fixed income team and subsequently as Director of the Multi-Asset Group. He holds degrees in History and International Relations from the University of Cambridge.
Director at Pensions Policy Institute
Chris Curry is the Director of the Pensions Policy Institute (PPI) with overall responsibility for leading and managing the PPI. Chris originally joined the PPI as Research Director in July 2002 and was responsible for the research programme for eleven years. At the PPI Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income. Chris is experienced in presenting research findings to a wide range of audiences and to the media.
In February 2017 Chris was announced as one of the three co-chairs for the DWP AE Review Advisory Group. Chris will be leading on providing advice on the theme of Contributions. The review will look to ensure that workplace pensions continue to meet the needs of individual savers, and employer, while remaining fair, affordable and sustainable for future generations. The DWP will publish a final report later in 2017.
Global Head of Manager Research at Willis Towers Watson
Luba Nikulina leads the manager research team at Willis Towers Watson which comprises of more than 100 research specialist globally across all major investment strategies. Luba is responsible for the manager research philosophy and process as well as the long-term performance of investment opportunities which Willis Towers Watson recommends to its clients. She works with some of the largest asset owners globally and advises them on developing their governance structures, strategy, portfolio construction and investment selection. Luba is well known in the industry, regularly speaks at conferences and writes research papers in the specialist press.
Head of Pensions and Investment Education at Columbia Threadneedle Investments
Chris has over 30 years experience of the finance and investment industry. As Head of Pensions and Investment Education at CTI, Chris is responsible for raising the firm’s presence and profile in the global institutional pensions and investment markets, mainly through pensions and investment thought leadership and other educational initiatives.
In addition, Chris has been a MNT of the Aviva Staff Pension Scheme and is the Independent Trustee Director and Investment Committee Chairman of the Merchant Navy Ratings Pension Fund and the W S Atkins Pension Plan. He is also a Senior Visiting Fellow, Finance Faculty at Cass Business School and co-author of The Trustee Guide to Investment, published by Palgrave Macmillan.
Client Consultant at AXA IM
Herschel joined AXA IM in March 2013 as UK and European Consultant Relations Manager. He has over five years’ experience within the investment consultant industry working at Towers Watson (now Willis Towers Watson) across their Reigate and London offices as a client consultant. He also worked to setup the fiduciary management business across large and small clients. Herschel holds a BSc in Economics from London School of Economics and Political Science and is a CFA charterholder. His most recent pet-project has been writing and directing a play, to be staged in London in July. Ask him about this or investments – he’s happy to talk about both!
Global Head of Equities at Willis Towers Watson
Stephen, as Global Head of Equities, leads equity manager research having been a member of team since 2000. Particular areas of specialist interest are quantitative equities, smart beta and sustainable investing. Previously Stephen was regional head of research working across three key investment research teams: Manager Research, Asset Research and the Thinking Ahead Group. Stephen has also served on the Investment Executive Committee. Stephen designed many elements of the research process in place today and has experience consulting globally to numerous asset owners.
Stephen graduated from The University of Nottingham in 1999 with a first class honours degree in Industrial Economics and is a CFA Charterholder.
Scheme Actuary at Willis Towers Watson
I am Scheme Actuary to various schemes ranging from £50 million to over £1 billion, and also advise a small number of scheme sponsors. I particularly enjoy establishing strong relationships with my clients.
The feedback from my clients is very positive – they particularly value my pragmatic approach, clear simple advice and ability to work collaboratively with trustees (and other parties) to help them work through complex issues. I have been working closely with my clients to help them through these challenging financial conditions. Understanding the impact on the scheme sponsor is a key part of this and I have been working closely with trustees to understand the relationship between funding and the strength of employer covenant, particularly where there is an overseas parent.
Chief Executive at UKSIF
Simon Howard joined UKSIF as Chief Executive in May 2013. Simon is a former Group Chief Investment Officer who has over twenty years of investment management experience.
During a City career that started in 1990, he has been Group Chief Investment Officer at Liverpool Victoria, Head of Investments at Friends Provident and Managing Director of 3i Asset Management. Prior to joining UKSIF, Simon was Head of Sustainable Financial Markets at the charity Forum for the Future.
Simon moved into sustainability after being asked to forecast long-term asset class returns. These are very likely to be materially different to those of the past as a variety of environmental crises, e.g. climate change and resource depletion, bite. He now uses his expertise to support the efforts of the wider sustainable finance community to adapt to benefit their clients.
10.00am - Introduction and welcome: David Weeks: Co-Chair, AMNT:
10.15 – Andrew Warwick Thompson The Pensions Regulator Executive Director
11.45 - Coffee and networking
11.45 – Breakout Groups – kindly chaired by our Premier Sponsors and Mark Scantlebury from Quietroom
13.45 Breakout Groups – kindly chaired by our Premier Sponsors and Jess Jones from Quietroom
14.30 – David Blake : Cass Business School
11.00 - CTI session with Toby Nangle
15.15 - Coffee and networking
15.30 - Red Line Voting latest including Stephen Miles from Willis Towers Watson
17.00 - Drinks and canapes with hosts CTI
Red Line Voting is AMNT's groundbreaking initiative to help pension schemes that invest in pooled funds – to direct how the votes associated with the companies they invest in are cast. The Red Lines will cover the full ESG (environmental, social and governance) remit
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