TopBan
TopBan
TopBan
 
 
 

leftImg2
leftImg3
leftImg4
 

Conference Details



PIA Seminar: The Future of Corporate Pension Funds
September 27, 2017
 
PIA Seminar: The Future of Corporate Pension Funds
Venue:
 
Delegate Fee:
Free to Trustees and Pension Executives
 
 
Purpose:
 
 
Programme:

17.00 - 17.30 Registration



17:30 - 17:35 Welcome: Professor Andrew Clare, Associate Dean, Cass Business School

Andrew is the Professor of Asset Management at Cass Business School and the Associate Dean responsible for Cass MSc programme, which is the largest in Europe. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. While at the Bank Andrew was responsible for equity market and derivatives research. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the groups investment process and where he began the development of LGIMs initial Liability Driven Investment offering. He is the co-author of The Trustee Guide to Investment. He has also published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. In a survey published in 2007, Andrew was ranked as the worlds ninth most prolific finance author of the past fifty years. Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this GBP4.0bn scheme, and is a Trustee and Chairman of the Investment Committee of the GBP2.5bn Magnox Electric Group Pension scheme


17.30 - 20.00 Chairman's Intro: Martin Mannion, Head of Trustee Services, John Lewis Partnership Pensions Trust

Martin is the Head of Trustee Services at the John Lewis Partnership. Prior to that, he was the Director of Finance and Risk for the GSK UK Pension Schemes and Secretary to the Trustee for the GSK Common Investment Fund. Martin is a member of the NAPF Defined Benefit Council, having previously served as Chair of the NAPF Investment Council and a Director of the NAPF. He has been actively involved in a number of industry initiatives including the revision of IAS19 and the ICAEW AAF01/06 Committee. Martin is a UK Chartered Accountant with a background in both in-house pensions management and audit and consultancy.


17:40 to 18:00 Ronan O'Connor, Deputy Director Private Pensions Policy, DWP

Ronan has worked in operational and policy roles in the Department for Work and Pensions and predecessor Departments since 1988.   He moved to Private Pensions Policy in 2011, leading on amongst other things, The Charge Cap for Defined Contribution pensions, The Act to introduce Defined Ambition Pensions, as well as supporting the introduction of The Pension Freedoms. He is currently the Deputy Director for Defined Benefit Pensions Policy, leading the team responsible for assessing the issues facing DB schemes, which resulted in the Green Paper: Security and Sustainability in Defined Benefit Pensions Schemes.


18:00 - 18.20 John Walbaum, Head of Investment Consultancy, Hymans Robertson

John has been involved in pensions and investment since 1983.  He has been with Hymans Robertson for 10 years and is Head of Investment Consultancy and an owning Member of the Firm. He advises a range of their most important private sector clients.   John is involved in all areas of investment consultancy, providing advice on investment strategy, portfolio structure, managers and implementation. He speaks regularly in the press on pensions, investment and economics.




18:20 - 18:40 Kerrin Rosenberg, CEO (UK), Cardano

Kerrin is CEO of Cardano in the UK, with overall responsibility for the business which has a client base of pension funds with over GBP50bn in investment advisory and fiduciary management assets. He also acts as Client Director for a number of Cardano clients. Together with a few other senior colleagues, Kerrin established Cardanos UK business in 2007 with the aim of applying risk management-based principles to pension fund management. Cardano has pioneered the use of innovative investment concepts that are now commonplace today. As Client Director at Cardano, his role includes leading client relationships and bringing together Cardanos derivatives, asset allocation and manager selection capabilities to construct a portfolio that best achieves each clients investment and risk objectives. Kerrin has significant experience in working with trustees from a range of different schemes in a range of different scenarios, with a focus on communicating complex strategies in an easy to understand way. Over the last twenty years, Kerrin has advised over GBP65bn worth of UK pension funds. Prior to Cardano, Kerrin was a Partner at Hewitt (today Aon Hewitt). He graduated from the University of Manchester with a degree in Economics, and qualified as an Actuary in 1995.



18:40 - 18:50 Coffee Break



18:50 - 19:50 Panel Session: Gregg McClymont, Con Keating, Susan Martin & Paul Phillips

Gregg, as Head of Retirement at Aberdeen Asset Management brings a consumer focused perspective to the rapidly changing world of Defined Contribution and long term savings. He was a recipient of the Financial News Top 40 under 40 Asset Managers Award in 2015 and is a Governor of the Pensions Policy Institute. Previously, Gregg was a Member of Parliament and Shadow Minister of State for Pensions. Greggs first career was as an academic historian at St Hughs College Oxford, where he held a Fellowship, and Gregg is currently a Visiting Fellow at Nuffield College Oxford. He holds degrees from the University of Glasgow (1st class), and graduate degrees from Penn (MA), and Oxford (MA, DPhil). Gregg co-authored Towards a New Pensions Settlement: the international experience.


After a long professional career, Con has been a Board member of a number of educational and charitable foundations, and served as a Trustee of several pension schemes. Con has published widely in academic and professional circles, and currently sits on the steering committees of several academic research centres, such as the Systemic Research Centre at the LSE and the Financial Econometrics Research Centre. He is a member of the Societe Universitaire Europeene de Recherches Financieres, Chairman of the Bond Commission of the European Federation of Financial Analysts Societies, and a member of the Labour Partys Shadow Pensions Policy Advisory Group. He serves currently as an advisor on pensions, insurance and capital markets to a number of official institutions, including the ADB, OECD and ASEAN+3.

Since April 2016 Susan has been the Chief Executive of the Local Pensions Partnership, a not for profit pensions services organisation supporting public sector pension funds. Previously Susan was the Chief Executive of the LPFA.   She has over 30 years experience in pensions, partnership working, joint ventures, mergers and organisational change working across all sectors. She regularly contributes to debates and discussions across a range of issues and has represented LPP at domestic and international events presenting LPPs strategy on asset and liability management.   Susan sits on the Investors Committee of the 30% Club, which aims to increase Board diversity, is a member of the PSLAs DB Council and its Local Authority Sub Committee, and sits on the CIPFA Pensions Panel.


Paul is the Head of Finance and Investment Group at Sacker & Partners LLP where he has extensive experience of advising pension schemes on the legal aspects of their investment arrangements. He has dealt with major investment restructurings resulting from the adoption of a more liability driven approach, including the negotiation of ISDA Master Agreements with a panel of counterparties, swaps overlay agreements, new investment management and custody agreements, and due diligence on hedge funds, GTAA, private equity, infrastructure and credit funds. This has also involved advising trustees on new strategies, including the development of appropriate governance structures for the new investment model.


19.50 - 21.00 Reception including Finger Buffet





 
 

The Pension Investment Academy is a division of Specialist Pension Services Ltd.
Registered Address: Northside House, Mount Pleasant, Barnet, Herts, EN4 9EE.
Office Address: Fulling Mill Barn, Fulling Mill Lane, Welwyn, Herts, AL6 9NP
Registered in England & Wales No 2706061