THANK YOU FOR COMING!
AMNT Autumn Conference – London, 13th September
21st Century Trusteeship – Measures for Investment Success
Hosted by: Columbia Threadneedle Investments
Date and time: 13th September 2018, 09:30 – 17:15
Location: Columbia Threadneedle Investments, 78 Cannon Street, London, EC4N 6AG.
Thank you to our host, Columbia Threadneedle Investments, and to everyone who contributed to our event.
We hope you had a great time and presentations are now available to download.
9:30 Arrival and registration
Welcome by our hosts Columbia Threadneedle Investments and AMNT Co-Chair
David Weeks – Co-Chair of AMNT
David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. He has served on the committee since 2014. David Weeks is a director of a defined benefit pension scheme, with a leading PLC in infrastructure services as the sponsoring employer. “Engaged Investor” included him in their “Top 50 people in pensions 2017”. He is active in the affairs of the World Pensions Council, for whom he has made presentations to, and acted as rapporteur at, international conferences.
Abhishek Srivastav – Head of UK Pension Solutions at Columbia Threadneedle Investments
In this role he is responsible for collaboration with the UK pension fund community, and their advisors, and oversight of solution construction across the entire range of asset propositions.
He joined Threadneedle Investments in 2013 as a Director in the Institutional Business Group. Before joining the company, Abhishek worked at Deutsche Asset Management working with institutional investors. He has also held senior financial services consulting roles at Accenture (Frankfurt, London and New York).
Abhishek holds a Bachelor of Arts degree, with honours, in Economics from St. Xavier's College in Mumbai, and a Master in Business Administration in Finance degree from London Business School. Abhishek is IMC qualified.
Keynote address: Important Pensions Issues for Trustees
Presented by Bob Scott – senior partner of LCP and former chair of Association of Consulting Actuaries
Presentation available: 'The pensions landscape, upcoming issues, consultations and legislation'DOWNLOAD
Question Time: Three investment leaders participate in a Q&A session led by the Investment Editor of Columbia Threadneedle Investments.
Moderated by Mark King – Investment Editor at Columbia Threadneedle Investments
Alasdair Ross – Head of Investment Grade Credit
Alasdair Ross is Head of Investment Grade Credit, EMEA, with responsibility for our UK and European investment grade corporate credit teams based in London. Alasdair is lead portfolio manager across various global, euro and UK corporate credit portfolios including Threadneedle (Lux) Global Corporate Bond Fund, Threadneedle European Corporate Bond Fund, Threadneedle UK Corporate Bond Fund and is also deputy portfolio manager on the Threadneedle Credit Opportunities Fund.
Maya Bhandari – Multi Asset Fund Manager
Maya Bhandari joined the company in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she 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.
William Davies – Global Head of Equities
William Davies is Global Head of Equities at Columbia Threadneedle Investments. He took up this role in July 2017 and has overall responsibility for the company’s equity teams. Prior to this, he was Head of Equities, EMEA and headed the Global Equities team. William is the lead manager of the Threadneedle Global Select Fund.
11:30 Tea, coffee and networking
Breakout session No. 1
Group A: Aligning interest between managers and clients
From Columbia Threadneedle Investments - Abhishek Srivastav, Head of UK Pension Solutions and Heiko Schupp, Global Head of Infrastructure
Group B: Liability Management
From Barnett Waddingham - Tom Hargreaves, Associate and Actuary
Document available: 'Liability Management'DOWNLOAD
Group C: 21st Century trusteeship - Investments and the legal framework
From Baker McKenzie - Jonathan Sharp, Partner
Document available: '21st Century trusteeship - Investments and the legal framework'DOWNLOAD
Lunch and networking
Breakout session No. 2
Group A: Cashflow Driven Investment
From Columbia Threadneedle Investments - Abhishek Srivastav
Group B: Should Pension Schemes be using an investment platform for DB assets?
From LCP - Lorraine Porter and Zuhair Mohamed
Group C: ESG (Environmental, Social and Governance) from an investment perspective
From JLT Group - Jignesh Sheth
Panel discussion: Collective Defined Contribution (CDC) from an AMNT Perspective
Chaired by Janice Turner – Co-Chair of AMNT
Con Keating – Head of Research at Brighton Rock
Philip Bennett – Former Partner of Slaughter and May
Presentation available: 'An introduction to Collective Defined Contribution Pension Schemes'DOWNLOAD
Panel discussion: Update following Competition and Markets Authority, (CMA) Provisional Decision report
Chaired by David Weeks – Co-Chair of AMNT
Alison Gold – Project Director at Competition and Markets Authority
Alison is a project director at the CMA and is leading the market investigation into investment consultants on behalf of the CMA’s inquiry panel.She joined the CMA in early 2017, having spent 13 years at the BBC, running the governance and regulatory system for its services. Prior to working at the BBC, she worked as a management consultant for 10 years, initially at KPMG and then at a boutique firm.
Patrick McCoy – Head of Investment at XPS Investment
Patrick leads XPS Investment which is part of the XPS Pensions Group. XPS Investment advises 300 pension funds with assets totalling over £30bn on the full range of investment issues including full and partial fiduciary management. Patrick’s clients range from £100m to £5bn. He is known for explaining complex issues clearly and helping clients make effective investment decisions. Previously Patrick was a Partner at KPMG where he built and led the Investment Advisory practice.
Patrick spends time at home with his family or if they don’t notice he nips across the road and plays a few holes of golf.
Mark McNulty – Head of Investment Solutions at JLT Group
Mark McNulty Bio Mark is Managing Director of Investment Solutions at JLT. He has overall responsibility for investment consulting, fiduciary management and investment management in JLT’s Employee Benefits Division. He joined JLT from State Street Global Advisors where he was most recently head of their UK Business. Originally from Dublin, he has lived in Greenwich in London since 2013. Hesits on the CEO advisory board of the Diversity Project and he is a Director of Irish Film London, a not-for-profit organisation that champions Irish film and animation in the UK. He is a former board member of the Irish Association of Pension Funds and the CFA Institute in Ireland. Mark has a bachelor’s degree in business and an MSc in Investments and Treasury from Dublin City University, and an MBA from University College Dublin.
Tea and coffee break
Enjoy some refreshments and networking
Considering your impact: Developments in Responsible Investment
Chaired by David Weeks – Co-Chair of AMNT
Simon Bond – Fixed Income Portfolio Manager at Columbia Threadneedle Investments
Simon Bond joined the company in 2003 and has been the portfolio manager of the Threadneedle UK Social Bond Fund since its launch in 2013, as well as the Threadneedle (Lux) European Social Bond Fund launched in 2017. Having previously managed a number of institutional and retail investment grade corporate bond portfolios, Simon now concentrates his focus on managing Columbia Threadneedle’s social bond portfolios and developing other responsible investment strategies across the firm.
Bella Landymore – Government Senior Policy Adviser, DDCMS
Bella is a senior policy adviser in the Government Inclusive Economy Unit, working on supporting and building the social impact investment market. She started her career in the charity sector before joining UBS Investment Bank, where she worked in both New York and London as a business manager for equities trading. She sees social impact investment as as happy meeting of these two worlds and passionately believes that the capital markets have a responsibility and the power to be a force for good. She is currently supporting an industry-led taskforce on growing a culture of social impact investment in the UK, and working with the Department for Work and Pensions on clarifying fiduciary duties.
Ben Kelly – Senior Thematic Analyst at Columbia Threadneedle Investments
Benjamin Kelly is a Senior Thematic Analyst (Behavioural Economics), Responsible Investment at Columbia Threadneedle Investments. His principal responsibility relates to the development, delivery and integration of thematic research within the context of responsible investment strategies, in particular sustainable outcome strategies across equity and fixed income portfolios. Within these strategies he is also involved in the wider work of the team around environmental, social & governance (ESG) research, voting, reporting and engagement. In addition, Ben leads the team’s idea generation in behavioural science from a thematic and governance perspective which includes providing behavioural insights to the investment teams regarding biases in investment decision making.
Rose Beale – Thematic Analyst at Columbia Threadneedle Investments
Rose Beale is a thematic analyst in the Responsible Investment team. In this role she contributes to the enhancement and delivery of social and sustainability research and engagement, and collaborates closely with portfolio managers running outcomes-orientated funds.
Prior to joining the company, Rose worked at Blackrock, Sciteb and SRI-CONNECT on a range of ESG research, engagement and screening activities.
Presentation: Red Line Voting
Janice Turner – Co-Chair of AMNT
Leanne Clements – Campaign Manager at Red Line Voting
Key note: Damaged Goods
Presented by Oliver Shah – Business Editor of the Sunday Times and author of 'Damaged Goods'.
'Damaged Goods' is a gripping expose that uncovers the truth behind one of Britain's biggest business scandals. This Sunday Times Top 10 Bestseller follows Sir Philip Green's journey to the big time, the wild excesses of his heyday and his dramatic demise.
Before we close there will be drinks and canapes.
Make sure to get your free copy of 'Damaged Goods' signed by Oliver Shah!
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