Three Forums. Three 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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22 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 - 19:00

Main Event Day One - 23rd November

08:15 - 09:10

Breakfast and Networking

09:10 - 09:20

Chairman’s Welcoming 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?

  • Corrado Macchiarelli

    Principal Economist

    National Institute of Economic and Social Research

  • Matti Leppala

    Chief Investment Officer

    Pensions Europe

10:50 - 11:20

Keynote Presentation: Targeting emission reduction in your fixed income portfolio: the benefits of using a systematic, data driven approach to achieve your fixed income sustainability goals

11:20 - 11:35

Morning Refreshment and Networking

11:35 - 12:15

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

  • Vikram Chatrath

    Head of Pensions

    AXA UK

12:15 - 13:00

Roundtable Discussion: ESG impact investing and fixed income: What will the new economy we build look like?

  • Monica Filkova

    Chair

    CFA UK’s Certificate in Climate and Investing Panel

13:00 - 13:50

Lunch

13:50 - 14:20

Audience Pooling 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

14:20 - 14:50

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

14:50 - 15:35

Roundtable Discussion: 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)

15:35 - 15:35

Afternoon Refreshments and Networking

15:40 - 16:25

Head-To-Head Debate: The argument of inflation vs deflation: Economic outlook and risks ahead

  • Julian Jessop

    Independent Economist

    (Former Chief Economist, Institute of Economic Affairs)

  • Gilles Moec

    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

End of Main Event Day One and Further Networking Time

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.

08:00 - 18:00

Main Event Day Two - 24th November

08:15 - 09:10

Breakfast and Networking

09:10 - 09:20

Chairman’s Welcoming 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?

  • Philip Booth

    Professor of Economics

    University of Buckingham

  • Yael Selfin

    Chief Economist

    KPMG

10:45 - 11:15

Keynote Presentation: Title to be confirmed

11:15 - 11:30

Morning Refreshment and Networking

11:30 - 12:00

Keynote Presentation / Talking Table Workshops

STREAM 1 : 11:30 - 12:00

Keynote Presentation

STREAM 2 : 11:30 - 12:00

Workshop Table 1

STREAM 3 : 11:30 - 12:00

Workshop Table 2

STREAM 4 : 11:30 - 12:00

Workshop Table 3

STREAM 5 : 11:30 - 12:00

Workshop Table 4

STREAM 8 : 00:00 - 00:00
12:00 - 12:30

Roundtable Discussion / Talking Table Workshops

STREAM 1 : 12:00 - 12:30

Roundtable Discussion

STREAM 2 : 12:00 - 12:30

Workshop Table 1

STREAM 3 : 12:00 - 12:30

Workshop Table 2

STREAM 4 : 12:00 - 12:30

Workshop Table 3

STREAM 5 : 12:00 - 12:30

Workshop Table 4

STREAM 8 : 00:00 - 00:00
12:30 - 13:00

Keynote Presentation / Talking Table Workshops

STREAM 1 : 12:30 - 13:00

Keynote Presentation

STREAM 2 : 12:30 - 13:00

Workshop Table 1

STREAM 3 : 12:30 - 13:00

Workshop Table 2

STREAM 4 : 12:30 - 13:00

Workshop Table 3

STREAM 5 : 12:30 - 13:00

Workshop Table 4

STREAM 8 : 00:00 - 00:00
13:00 - 13:50

Lunch

13:50 - 13:55

Chairman's Opening Remarks

  • Noel Hillmann

    CEO

    Clear Path Analysis

13:55 - 14:20

Keynote Presentation

STREAM 1 : 13:55 - 14:20

Keynote Presentation: Riding the wave in EM debt returns: building a portfolio of returning seeking assets and keeping the portfolio relevant to avoid the dips

STREAM 2 : 13:55 - 14:20

Keynote Presentation: China Fixed Income

14:20 - 14:45

Keynote Presentation

STREAM 1 : 14:20 - 14:45

Keynote Presentation: The economic bounce back and case for accepting less liquidity and private market allocations

STREAM 2 : 14:20 - 14:45

Keynote Presentation: ‘Big data’ and fixed income: Technology and the use of data to optimise portfolios

14:45 - 15:25

Roundtable Discussion

STREAM 1 : 14:45 - 15:25

Roundtable Discussion: Navigating the rating landscape in fixed income ESG investing

  • 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

STREAM 2 : 14:45 - 15:25

Roundtable Discussion: Building back better: has the time come for asset-backed lending in the sustainable investment sector?

  • Mark Hedges

    Professional Trustee

    GHGServices Limited

15:25 - 15:50

Afternoon Refreshments and Networking

15:50 - 16:35

Head-To-Head Debate: Re-examining the case for Modern Monetary Theory, the practicalities of private sector stimulus to reach full employment, and reassessing the likely impact on future inflation

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 - 18:00

End of Conference and Further Networking Time

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

GET IN TOUCH TODAY

 

CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

MILENA KOSTADINOVA

Marketing & Operations Assistant

milenakostadinova@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com