Three Forums. Two Days. One Summit.

Fixed Income Risk, Data
& Analytics Seminar

Pre-day seminar for front-to-back office investment, risk, operations, analytics and reporting officers to uncover how to optimise investment outcomes through better use of processes, systems, data sets, and management styles.

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24 November

Fixed Income
Investors Forum

Bringing together investment, asset allocation and capital management professionals to discuss optimising fixed income allocation and investment strategies.

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23 & 24 November

Money Market
Users Forum

Exclusively for treasurers, liquidity, capital, and balance sheet managers to examine how users of money market fund and short-term fixed income instruments can evolve their strategies for optimal outcomes.

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23 November

EVENT INFORMATION

 

THE INSTITUTIONAL FIXED INCOME EVENT LED BY INDUSTRY INSIGHTS. BRINGING TOGETHER INVESTMENT, ASSET ALLOCATION AND TREASURY PROFESSIONALS FROM AROUND EUROPE TO DISCUSS EXTERNAL MARKET PRESSURES, INDUSTRY EVOLUTION AND MONETARY POLICY.

Asset owners have been faced with an increasingly complex investment landscape to navigate. Having to deal with fast paced market shocks and recovery during 2020 has initiated a re-examination of whether traditional allocation rules are still viable in the current climate.

The relationship between fiscal and monetary policy has become increasingly intertwined, provoking thought leaders to question whether Central Banks will remain independent, as well as the trajectory of quantitative easing and inflation.

Designed with the input of asset owners, the Institutional Fixed Income Summit brings together the community of European investment, asset allocation and treasury professionals to explore, discuss and debate strategies to manage liquidity and investment risk, and explore the institutional fixed income industry evolution related to ESG integration, and increased automation and digitalisation.

 

ATTEND THE MONEY MARKET USERS FORUM ON 23RD NOVEMBER

Contact us today to find out more about the Institutional Fixed Income Summit 2021.

Register your place for free at registration@clearpathanalysis.com or to discuss sponsorship opportunities please contact noelhillmann@clearpathanalysis.com

 

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
Engaging agenda :

A research-led agenda debating the most prominent topics and issues faced by asset owner professionals today.

BENEFIT 2
Fixed Income focus :

With fixed income strategies forever forming a key part of institutional asset owner’s overall investment holdings, the Institutional Fixed Income Summit has been designed to explore changing trends and new opportunities to generate yield from a growing array of fixed income strategies and cash plus funds. Join the seminar and take away fresh and actionable ideas.

BENEFIT 3
Unrivalled networking opportunities :

Connect with your peers and learn from likeminded industry professionals, in a relaxed environment.

BENEFIT 4
Interact and engage :

Have your chance to raise questions with our expert speakers through live audience Q&A, and learn more about your peers aspirations through live polling sessions.

BENEFIT 5
Learn from industry pioneers :

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear their views and have your questions answered. 

SPEAKERS

SEE ALL SPEAKERS

SPEAKERS

SEE ALL SPEAKERS

INDUSTRY PROFESSIONALS IN ATTENDANCE WILL INCLUDE:

Chief Investment Officers
Heads of Fixed Income
Heads of Asset Allocation
Heads of LDI / ALM
Portfolio Managers
Investment Risk Officers
Trustees
DC Pension Scheme Managers
Investment Consultants
Regulatory Body Officers

Agenda

08:00 - 08:00

DAY 1 – 23RD NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN’S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

KEYNOTE PRESENTATION: How will the role of Central Banks evolve? Will they remain independent and what are the implications of closer fiscal and monetary policy movements?

  • Marcello de Moura Estevão Filho

    Global Director

    World Bank Group’s Macroeconomics, Trade and Investment Global Practice

10:05 - 10:50

ROUNDTABLE DISCUSSION: Navigating low and potentially negative yield investment landscape – What can Europe and the UK learn from Japan?

  • Sara Benwell

    Editor

    Insurance-Investor.com

  • Corrado Macchiarelli

    Principal Economist

    National Institute of Economic and Social Research

  • Matti Leppala

    Chief Investment Officer

    Pensions Europe

  • Rupert Stow

    Chief Investment Officer

    Utmost Worldwide

10:50 - 11:20

KEYNOTE PRESENTATION: Emissions reduction targets in systematic fixed income portfolios: measuring and verifying results

  • Kipp Cummins

    Head of EMEA Fixed Income

    Dimensional

11:20 - 11:35

MORNING REFRESHMENTS & NETWORKING

The Summit splits into two, with the dedicated ‘Fixed Income Investors Forum’ for investment officers, fixed income managers, and pension fund representatives, and the separate ‘Money Market Users Forum’ for treasurers, liquidity, capital, and balance sheet managers

11:35 - 12:15

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENATION & FIRESIDE CHAT

STREAM 1 : 11:35 - 12:15

KEYNOTE PRESENTATION: How are fixed income investment objectives evolving? Exploring asset re-allocation strategies through the lens of liability risk management

Bringing together investment, asset allocation and capital management professionals to discuss optimising fixed income allocation and investment strategies. 

  • Vikram Chatrath

    Head of Pensions

    AXA UK

STREAM 2 : 11:35 - 12:15

FIRESIDE CHAT: Moving up the money markets yield curve whilst maintaining liquidity

Exclusively for treasurers, liquidity, capital, and balance sheet managers to examine how users of money market fund and short-term fixed income instruments can evolve their strategies for optimal outcomes.

  • Craig Inches

    Head of rates and cash,

    Royal London Asset Management

12:15 - 13:00

FIXED INCOME INVESTORS FORUM &MONEY MARKET USERS FORUM - CASE STUDY PRESENTATION: & ROUNDTABLE DISCUSSION

STREAM 1 : 12:15 - 13:00

CASE STUDY PRESENTATION: ESG impact investing and fixed income: What will the new economy we build look like?

Bringing together investment, asset allocation and capital management professionals to discuss optimising fixed income allocation and investment strategies.

  • Sara Benwell

    Editor

    Insurance-Investor.com

  • Monica Filkova

    Chair

    CFA UK’s Certificate in Climate and Investing Panel

STREAM 2 : 12:15 - 13:00

ROUNDTABLE DISCUSSION: Has impact yield been deprioritised in favour of diversification and liquidity?

Exclusively for treasurers, liquidity, capital, and balance sheet managers to examine how users of money market fund and short-term fixed income instruments can evolve their strategies for optimal outcomes.

  • Steve Matthews

    Liquidity Fund Manager

    Canada Life

  • Matthew da Cunha

    Treasury Manager

    Aspen Insurance

13:00 - 13:50

LUNCH

13:50 - 14:20

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - AUDIENCE POLLING SESSION & KEYNOTE PRESENTATION

STREAM 1 : 13:50 - 14:20

AUDIENCE POLLING SESSION

A series of questions are posed to the audience using the conference polling app with the presenter discussing the responses and the presenter’s interpretation

STREAM 2 : 13:50 - 14:20

KEYNOTE PRESENTATION: How ESG considerations are impacting money markets and projecting future trends

  • John Wherton

    Head of Liquidity Management, Global Trading and Liquidity Management,

    Legal and General Investment Management

14:20 - 14:50

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENTATIONS

STREAM 1 : 14:20 - 14:50

KEYNOTE PRESENTATION: Re-thinking optimal portfolio selection - sourcing wider and deeper within the fixed income opportunity set

STREAM 2 : 14:20 - 14:50

KEYNOTE PRESENTATION: Beyond MMFs: Why enhanced cash strategies should contain high-quality ABS

14:50 - 15:35

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENTATION & ROUNDTABLE DISCUSSION

STREAM 1 : 14:50 - 15:35

KEYNOTE PRESENTATION: Making the American dollar great again: what are the early indicators from the new U.S. administration’s fiscal policies and their impact on dollar denominated assets?

  • Julian Jessop

    Independent Economist

    (Former Chief Economist, Institute of Economic Affairs)

STREAM 2 : 14:50 - 15:35

ROUNDTABLE DISCUSSION: Evaluating the short-term capital and cash management strategies in a negative yield environment

  • Muammer Cakir

    Senior Independent Treasurer

  • Fadi Berbari

    Strategy Euro Short duration; Senior Portfolio Manager – Paris

    BNP Paribas Asset Management

15:35 - 15:50

AFTERNOON REFRESHMENTS & NETWORKING

15:35 - 15:35

AUDIENCES FROM BOTH FORUMS COME BACK TOGETHER FOR THE FINAL TWO SESSIONS OF THE DAY

15:50 - 16:25

HEAD-TO-HEAD DISCUSSION: The argument of inflation vs deflation: Economic outlook and risks ahead

  • Julian Jessop

    Independent Economist

    (Former Chief Economist, Institute of Economic Affairs)

  • Gilles Moëc

    AXA Group Chief economist and AXA IM Head of Investment Research

    AXA

16:25 - 17:10

SPECIAL ADDRESS: How will governments prioritise commitments? What are the risks and opportunities related to optimal public spending, borrowing and pricing?

  • Jeffrey Matsu

    Chief Economist

    Chartered Institute of Public Finance and Accountancy

17:15 - 19:00

EVENING DRINKS & NETWORKING

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

08:15 - 08:15

DAY 2 – 24TH NOVEMBER

09:10 - 09:20

CHAIRMAN’S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION: Why responsible investment matters to non-ESG investors

  • Alex Edmans

    Professor of Finance

    London Business School

10:00 - 10:45

ROUNDTABLE DISCUSSION: How will governments repay Debt? Where are they borrowing from and what are the implications for financial markets?

  • Sara Benwell

    Editor

    Insurance-Investor.com

  • Philip Booth

    Professor of Economics

    University of Buckingham

  • Yael Selfin

    Chief Economist

    KPMG

10:45 - 11:15

KEYNOTE PRESENTATION: Diversified credit – aiming to introduce higher returns into your fixed income portfolio in a sustainable way 

  • Madeleine King

    Co-Head of Global Investment Grade Research

    Legal and General Investment Management

  • Matthew Rees

    Head of Global Bond Strategies

    Legal & General Investment Management

11:15 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 13:00

TALKING TABLE WORKSHOPS

 

Reserved for asset owner group representatives only plus invited other delegates by our Workshop Leaders.

The audience splits into four groups to attend each of three workshops on differing subjects chosen by the Sponsor who host three sessions

STREAM 1 : 11:30 - 13:00

Why employ style diversification within your fixed income portfolios?

STREAM 2 : 11:30 - 13:00

Trade Finance: Opportunities for additional yields in a tight spread environment

STREAM 3 : 11:30 - 13:00

Round 1, Round 2, Round 3 

STREAM 4 : 11:30 - 13:00

Round 1, Round 2, Round 3 

13:00 - 13:50

LUNCH

13:50 - 13:55

STREAM CHAIRMAN’S OPENING REMARKS

STREAM 1 : 13:50 - 13:55

STREAM 1

STREAM 2 : 13:50 - 13:55

STREAM 2

13:55 - 14:20

STREAM KEYNOTE PRESENTATIONS

STREAM 1 : 13:55 - 14:20

KEYNOTE PRESENTATION: Chinese onshore bonds – structural drivers supporting the case for incorporating Chinese fixed income in your portfolio

  • Stephen Jen

    PhD, Chief Executive Officer and Co-Chief Investment Officer

    Eurizon SLJ Asset Management

STREAM 2 : 13:55 - 14:20

KEYNOTE PRESENTATION: Scenario modelling post pandemic: inflation expectations and duration

14:20 - 14:45

KEYNOTE PRESENTATION & ROUNDTABLE DISCUSSION

STREAM 1 : 14:20 - 14:45

KEYNOTE PRESENTATION: De-risking over time: How to use fixed income vehicles to meet portfolio cashflow needs and de-risk

  • Ben Gold

    Head of Investments

    XPS

STREAM 2 : 14:20 - 14:45

ROUNDTABLE DISCUSSION: Dealing with longer term credit risk and excess market liquidity – what are the worst- and best-case outcomes and impact on required portfolio management?

  • Savvas Savouri

    Chief Economist and Partner

    Toscafund Asset Management

  • Thomas Sheedy

    Head of Investment Risk

    Invesco

  • Stefan Haring

    Director Risk & Portfolio Analytics

    Twelve Capital

  • Stephen Yeats

    Senior Managing Director and Global Head

    Fixed Income Beta Solutions

14:45 - 15:25

 ROUNDTABLE DISCUSSION & AUDIENCE POLLING SESSION

STREAM 1 : 14:45 - 15:25

ROUNDTABLE DISCUSSION: Navigating the rating landscape in fixed income ESG investing

  • Sara Benwell

    Editor

    Insurance-Investor.com

  • Mark Gull

    Head of Fixed Income

    Pension Insurance Corporation

  • Carmen Nuzzo

    Head of Fixed Income

    Principles for Responsible Investment

  • Monica Filkova

    Chair

    CFA UK’s Certificate in Climate and Investing Panel

  • Mark Hedges

    Professional Trustee

    GHGServices Limited

STREAM 2 : 14:45 - 15:25

AUDIENCE POLLING SESSION:  TBC

  • Michael Eakins

    Chief Investment Officer

    Phoenix Group

15:25 - 15:50

AFTERNOON REFRESHMENTS & NETWORKING

15:50 - 16:35

HEAD-TO-HEAD DISCUSSION: Gender and Governance: Addressing the Judicial Review of the decision to replace RPI with CPIH and the Gender Insurance Gap

  • Dr Matthew Connell

    Policy and Public Affairs Director

    Chartered Insurance Institute

  • Daniela Silcock

    Head of Policy Research

    Pensions Policy Institute

16:35 - 17:20

SPECIAL ADDRESS: Unwinding Quantitative Easing: likely timeframes plus general effects on the market, higher yielding, and lower rated debt

  • Simon Wells

    Chief European Economist

    HSBC

17:20 - 17:20

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Money Market Users Forum 2021

EVENT DATE
23rd November 2021

Details
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EVENT

Institutional ESG Investment Summit 2021

EVENT DATE
15TH & 16TH SEPTEMBER 2021

Details
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REPORT

Investing in Fixed Income, Europe 2020 Report

PUBLISHED
7th December 2020

Details
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REPORT

Environmental, Social, and Governance Investing, Europe 2020 Report

PUBLISHED
26 October 2020

Details

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