EVENT INFORMATION

 

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

Asset owners are facing an onslaught of differing pressures from policy makers, economic changes, and the market whilst seeking either a growth objective or liability matching investment plan, leading to a deep exploration of how to allocate effectively within the fixed income space.

Designed with the input of asset owners, the Institutional Fixed Income Summit brings together the community of European investment, asset allocation and cash management professionals to explore, discuss and debate strategies to generate return, manage risk and navigate an increasingly liquid environment, as well as the tools available to ensure success.

 

RESERVE YOUR PLACE AT THE 2021 SUMMIT

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. 

2020 SPEAKERS

SEE ALL SPEAKERS

2020 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 - 16:00

Pre-Day Seminar – Fixed Income Risk, Data, & Analytics

A one-day seminar for front-to-back office investment, risk, operations, data, and reporting
officers of fixed income focussed investment teams, examining how to optimise investment
outcomes through better use of new ideas and processes, systems, data sets, and
management styles.

08:45 - 09:15

Breakfast & Networking

09:15 - 09:25

Chairman’s Welcoming Address

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:25 - 10:10

Keynote Presentation

Topic to be confirmed

10:10 - 10:55

Roundtable Discussion

Topic to be confirmed

10:55 - 11:25

Keynote Presentation

Topic to be confirmed

11:25 - 11:45

Morning Refreshments and Networking

11:45 - 12:08

Roundtable Debates 1

Topic to be confirmed

STREAM 1 : 11:45 - 12:08

Roundtable 1

STREAM 2 : 11:45 - 12:08

Roundtable 1

STREAM 3 : 11:45 - 12:08

Roundtable 1

STREAM 4 : 11:45 - 12:08

Roundtable 1

12:10 - 12:33

Roundtable Debates 2

Topic to be confirmed

STREAM 1 : 12:10 - 12:33

Roundtable 2

STREAM 2 : 12:10 - 12:33

Roundtable 2

STREAM 3 : 12:10 - 12:33

Roundtable 2

STREAM 4 : 12:10 - 12:33

Roundtable 2

12:35 - 12:58

Roundtable Debates 3

Topic to be confirmed

STREAM 1 : 12:35 - 12:58

Roundtable 3

STREAM 2 : 12:35 - 12:58

Roundtable 3

STREAM 3 : 12:35 - 12:58

Roundtable 3

STREAM 4 : 12:35 - 12:58

Roundtable 3

13:00 - 13:25

Roundtable Debates 4

Topic to be confirmed

STREAM 1 : 13:00 - 13:25

Roundtable 4

STREAM 2 : 13:00 - 13:25

Roundtable 4

STREAM 3 : 13:00 - 13:25

Roundtable 4

STREAM 4 : 13:00 - 13:25

Roundtable 4

13:25 - 14:15

Lunch

14:15 - 14:45

Keynote Presentation

Topic to be confirmed

14:45 - 15:15

Audience Polling Questions

Topic to be confirmed

15:15 - 16:00

Roundtable Discussion

Topic to be confirmed

16:00 - 16:05

Closing Remarks and End of Pre-Day Seminar

08:00 - 19:00

Main Event Day One - 22nd June

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?

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?

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

10:50 - 11:20

Keynote Presentation: Cashflow forecasting during periods of volatility and striking the balance between short and long-term considerations

Cashflow forecasting during periods of volatility and striking the balance between short and long-term considerations

11:20 - 11:35

Morning Refreshment and 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

Fireside Chat

STREAM 1 : 11:35 - 12:15

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

STREAM 2 : 11:35 - 12:15

A case study perspective - moving up the money markets yield curve whilst maintaining liquidity

12:15 - 13:00

Roundtable Discussion

STREAM 1 : 12:15 - 13:00

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

STREAM 2 : 12:15 - 13:00

Roundtable Discussion: Has yield been deprioritised in favour of diversification and liquidity?

13:00 - 13:50

Lunch

13:50 - 14:20

Audience Pooling Session / Keynote Presentation

STREAM 1 : 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

STREAM 2 : 13:50 - 14:20

Keynote Presentation: How ESG considerations are impacting money markets and projecting future trends

14:20 - 14:50

Keynote Presentation

STREAM 1 : 14:20 - 14:50

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

STREAM 2 : 14:20 - 14:50

Keynote Presentation: Exploring the increasing importance of data insights and technology to optimise money market programs

14:50 - 15:35

Roundtable Discussion

STREAM 1 : 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?

STREAM 2 : 14:50 - 15:35

Roundtable Discussion: Looking beyond MMFs: What are the short-term capital and cash management strategies in a negative yield environment?

15:35 - 15:35

Afternoon Refreshments and Networking

Audiences from both Forums come back together for the final two sessions of the day

15:40 - 16:25

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

The argument of inflation vs deflation: Economic outlook and risks ahead

16:25 - 17:10

Special Address: Brexit and Fixed Income: Have the default scenarios played out as expected and who are the winners and losers and what are the long-term implications?

Brexit and Fixed Income: Have the default scenarios played out as expected and who are the winners and losers and what are the long-term implications?

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 - 23rd June

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: Fixed income strategic asset allocation: viewing the range of opportunities through the lens of macroeconomic theory

Fixed income strategic asset allocation: viewing the range of opportunities through the lens of macroeconomic theory

10:00 - 10:45

Roundtable Discussion: When is not moving up the yield curve a viable fixed income strategy?

When is not moving up the yield curve a viable fixed income strategy?

10:45 - 11:15

Keynote Presentation: Making the case to alter restrictive allocation rules to allow for greater diversification across the fixed income opportunity set

Making the case to alter restrictive allocation rules to allow for greater diversification across the fixed income opportunity set

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

STREAM 1 : 13:50 - 13:55

Chairman's Opening Remarks

  • Noel Hillmann

    CEO

    Clear Path Analysis

STREAM 2 : 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: Duration risk: is the case for longer duration underestimated or are asset owners wise to maintain short investment time frames?

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: How would a uniformed scoring system impact fixed income ESG investing?

STREAM 2 : 14:45 - 15:25

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

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

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

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

17:20 - 18:00

End of Conference and Further Networking Time

MARKET INSIGHT & INTELLIGENCE

 

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CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

NICK BUNDEVSKI

Marketing & Operations Assistant

nikolabundevski@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com