3 NOVEMBER 2022 | HILTON LONDON TOWER BRIDGE, UK
BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
KEYNOTE PRESENTATION TBC
Marcello Estevão
Global Director for Macroeconomics, Trade and Investment
World Bank
PANEL DISCUSSION: What are the economic drivers and what are the pitfalls: inflation vs. stagflation, new geopolitical risks post Russia/Ukraine, and the Covid pandemic
Christopher Granville
Managing Director
TS Lombard
KEYNOTE PRESENTATION: Why investing in the US commercial mortgage loan market offers UK Life companies an opportunity to diversify their investment portfolio while achieving return premiums over similarly rated US corporate bonds.
Michael Roch
Senior Portfolio Manager - Real Estate Debt Strategies
MetLife Investment Management
MORNING REFRESHMENTS & NETWORKING
TALKING TABLE WORKSHOPS
Liquidity optimisation: flight to quality, pathway to achievement, and considerations
NETWORKING LUNCH
STREAM 1 – ASSET ALLOCATION & INVESTMENT STRATEGY
Market rotation and the search for new assets: exploring inflation protection, developing private markets, avoiding herds
Patrick Saner
Head of Macro Strategy
Swiss Re
Manging commodity and geopolitical exposures, both for portfolio optimisation and investment risk management
Outlook for real assets, infrastructure, and public-private partnerships – what are the drivers and risk in real asset investments going forward?
Ian Coulman
Chief Investment Officer
Pool Reinsurance
STREAM 2 – TREASURY, CAPITAL, & LIQUIDITY RISK
Long-term forecasts for excess cash and liquidity – developing appropriate strategies to manage excess liquidity considering naturally higher reserves, changing fiscal and monetary policy measures, and geo-political risks
David Epstein
Group Treasurer
Aviva
TBC
Emerging liquidity and cash+ tools: where to go outside of bank deposits - asset-backed securities, fund financing, commercial bank debt?
Stephen Matthews
Fund Manager Liquidity
Canada Life
Erik Vynckier
Non-Executive Director
Foresters Friendly Society
AFTERNOON REFRESHMENTS & NETWORKING
KEYNOTE ADDRESS
James Sproule
Chief Economist
Handelsbanken
FUTURE INSIGHTS - CLIMATE PANEL DEBATE
Hetal Patel
Phoenix Group
Head of Climate
Wendy Walford
Head of Climate Risk
Legal & General
Ben Howarth
Climate Change Manager
ABI
END OF CONFERENCE & DRINKS RECEPTION
MARKETING AND OPERATIONS ENQUIRIES
Head of Marketing and Operations