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Conference Details



Cash flow Management Challenges for Pension Funds - What Should Schemes Consider?
January 24, 2018
 
Cash flow Management Challenges for Pension Funds - What Should Schemes Consider?
Venue:
 
Delegate Fee:
Free to Trustees and Pension Executives
 
 
Purpose:
 
 
Programme:

17.30 - 17.35 Chairman's Introduction: Opkar Sara, Chief Investment Officer, BP Pension Trustees

Opkar joined BP Pension Trustees Limited in January 2017 in the role of Chief Investment Officer where his main objective is to oversee the investment strategy of the pension fund. Prior to this, Opkar joined BP Investment Management Limited in June 2014 where he was the Head of Investment Strategy with specific focus on liability hedging and tactical asset allocation. In addition, he is an Advisory Board member for the Pension Investment Academy whose purpose is to run seminars at the cutting edge of pension fund thought. Before joining BP, he worked for the Pension Protection Fund in the role of Principal Fund Manager, Asset Allocation and Investment Strategy with specific focus on strategic and tactical asset allocation and liability hedging. In addition, he was a member of the PPF
s Asset and Liability Committee. Prior to the PPF, he worked for HSBC Global Asset Management as a Senior Fund Manager, becoming a Director in 2006. At HSBC, he specialised in managing Fixed Income and Balanced portfolios using a combination of traditional and quantitative techniques. Before this, he was a Fund Manager and a Quantitative Strategist at WestLB Asset Management. He has over twenty years of experience in the investment industry with special interest in asset allocation and LDI strategies. He graduated from the London School of Economics with a BSc (Hons) in Statistics and holds an MSc in Business Finance from Brunel University. He is an Associate of the Society of Investment Professionals (ASIP) and a member of the CFA society of the UK



17.35 - 17.55 Jonathan Watts-Lay, Marketing Director, WEALTH at Work Ltd

Jonathan is a Founding Director of WEALTH at Work
- a leading provider of financial education in the workplace, supported by guidance and advice - working with a number of the UK s leading companies to help employees understand their financial benefits. Jonathan is also a recognised commentator on financial matters, particularly with regard to pensions and retirement and is often quoted in the national and trade press and frequently speaks at roundtable and workshop events. Jonathan s latest development is a service for employers and employees which responds to the pension rules that came into force in April      2015.



17.55 - 18.15 Patrick Cunningham, Partner, Cardano

Patrick is a P artner at Cardano. He leads the Client Management Team and works with a number of the firm's advisory and delegated clients. Before joining Cardano, Patrick worked at Goldman Sachs for 15 years in New York and London as a Managing Director in the Investment Banking Division's Pension Advisory Group. He holds a Bachelor of Arts (Hons) from Colgate University and a Masters in Business Administration from the Kellogg School of Management at Northwestern University




18.15 - 18.35 Jon Exley, Solutions Manager, Schroders

Jon is a Solutions Manager at Schroders, responsible for the design and development of innovative asset management solutions for global institutional clients. Throughout his career, Jon has specialised in the provision of strategic investment advice and asset/liability modelling and has led the application of modern financial techniques to pension scheme investment. He joined Schroders in 2016 and is based in London




18.35 - 18.55 Q & A



18.55 - 19.05 Coffee break



19.05 - 19.25 Raj Shant, Portfolio Manager, Global Equity Team, Newton Investment Management

Raj is a Portfolio Manager in the Global Equity team with a focus on a range of global equity portfolios, having previously specialised in managing European mandates.   Raj joined Newton in 2002 after acquiring a range of investment experience working in high-level roles at Credit Suisse Asset Management and Royal Insurance Management. Raj is a member of the UK Society of Investment Professionals (UKSIP)


19.25 - 19.45 Mark Hedges, Chief Investment Officer, Nationwide Pension Fund

Mark has responsibility for the performance and implementation of the asset allocation strategies agreed with the Trustees and fund investment advisors. He is responsible for a GBP5.4bn asset portfolio, with investment manager selection across liquid assets (equities, liability, hedging, credit) and illliquid investment (infrastructure, real estate, private credit, opportunistic and buyout equity funds, ground rents) Mark previously structured and established the Societys covered bond and securitisation programmes as Head of Structured Finance.



19.45 - 20.00 Q & A



19.45 - 21.00 Drinks Reception & Light Buffet





 
 

The Pension Investment Academy is a division of Specialist Pension Services Ltd.
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Office Address: Fulling Mill Barn, Fulling Mill Lane, Welwyn, Herts, AL6 9NP
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