arrow-circle-full-right arrow-circle-full-up arrow-circle-up arrow-down arrow-right calendar calendar-done facebook flickr home linkedin login pin reload search share signin star twitter video video youtube nav star-plus info signout double-arrow arrow-up checked
Finance, Investment and Asset Management

Multi-Asset Investing

Finding Growth in Diversity

London |
Speakers include:
John Bilton

John Bilton

J.P. Morgan Asset Management

Rupert Brindley

Rupert Brindley

J.P. Morgan Asset Management

William Dinning

William Dinning

Coal Pension Trustees Investment

Overview

In 2015 alone European institutional investors are reported to have awarded more mandates to multi-asset investing than any other investment strategy. In a post-Brexit referendum environment with no end in sight to current low yields from traditional investments, institutional money is looking more and more to this sector to manage risk, deliver returns and provide them solutions to their challenges. How are DC and DB schemes of different sizes using multi-asset strategies within their portfolios? Will multi-asset strategies such as diversified growth funds deliver what pension schemes want? How important is manager selection in managing the risks and optimising the rewards of multi-asset investing?

This event, presented by Pensions Expert, in association with J.P. Morgan Asset Management, brought together senior pension professionals for an exclusive half day forum focused on maximising the returns and benefits from multi-asset strategies.

fallback
fallback Add to my Calendar 07/05/2016 09:00:0007/05/2016 12:30:00falseMulti-Asset InvestingIn 2015 alone European institutional investors are reported to have awarded more mandates to multi-asset investing than any other investment strategy. In a post-Brexit referendum environment with no end in sight to current low yields from traditional investments, institutional money is looking more and more to this sector to manage risk, deliver returns and provide them solutions to their challenges. How are DC and DB schemes of different sizes using multi-asset strategies within their portfolios? Will multi-asset strategies such as diversified growth funds deliver what pension schemes want? How important is manager selection in managing the risks and optimising the rewards of multi-asset investing?This event, presented by Pensions Expert, in association with J.P. Morgan Asset Management, brought together senior pension professionals for an exclusive half day forum focused on maximising the returns and benefits from multi-asset strategies.Multi-Asset-Investing5fc6486bef7573b494e7b8fab34bc207MM/DD/YYYY

Speakers (8)

John Bilton

John Bilton

Managing Director, Head of Global Multi-Asset Strategy, Multi-Assets Solutions Team
J.P. Morgan Asset Management

John Bilton, Managing Director, is Head of Global Multi-Asset Strategy for the Multi-Asset Solutions team, based in London, establishing the broad asset allocation framework that is reflected across portfolios managed by the team globally. In a career spanning two decades, Mr Bilton has worked in a variety of functions across all major asset class sectors. An employee since 2014, he was previously head of European Investment Strategy at Bank of America-Merrill Lynch, where he had responsibility for both European equity strategy and broader multi-asset research. Prior to this, he held roles at Barclays Capital and Accenture focusing on risk management and strategy consulting. Mr Bilton holds a BSc in Chemistry from the University of Bristol and an MBA from the MIT Sloan School of Management. He is a CFA charterholder.

Rupert Brindley

Rupert Brindley

Managing Director, Portfolio Strategist, Global Pension Solutions and Advisory Group
J.P. Morgan Asset Management

Rupert Brindley is Managing Director and Portfolio Strategist in the Global Pension Solutions and Advisory group at J.P. Morgan Asset Management.  In this role, he addresses a broad array of client structuring questions that call for a combination of market and industry insight. Prior to joining the firm in 2012, he was at Mercer Investment Management where he was Partner and Chief Strategist for the Dynamic De-Risking business.  Mr Brindley was previously Managing Director of Life and Pensions Solutions at UBS Investment Bank.  He holds a degree in Physics from Oxford University and a post-graduate diploma in Economics from Birkbeck College.

William Dinning

William Dinning

Head of Investment Strategy
Coal Pension Trustees Investment

William Dinning is Head of Investment Strategy at CPT, the in-house manager of the pension funds for people who worked in the Coal Mining industry. The schemes have over £20 billion of assets and over 230,000 members with a wide range of investments in both public and private markets. He has over 30 years’ experience in financial services in a variety of roles for PaineWebber, Merrill Lynch, UBS, AEGON N.V. and Coal Pension Trustees (CPT).  Mr Dinning has worked in New York, Hong Kong and Edinburgh as well as London. He is also a Non-Executive Director of the Medical Defence Union, the largest indemnifier of Doctors in this country.

John MacDonald

John MacDonald

Senior Manager Research Consultant
Hymans Robertson

John MacDonald is a Senior Manager Research Consultant at Hymans Robertson, focusing on growth assets.  He has held several leadership positions at the Firm including Head of Manager Research and Editor of its trustee-focused newsletter, The View, as well as sitting on the Firm’s Research Oversight Group.  Mr MacDonald joined Hymans Robertson to lead its private equity and infrastructure research and latterly its overall alternatives research.  Prior to joining Hymans Robertson he worked as an independent consultant providing industry thought leadership to leading professional services firms.  He was a key member of the WINS equity research group at PricewaterhouseCoopers for six years, and before that worked as an industry analyst at IMS Health and Datamonitor.

Will Mayne

Will Mayne

Director
Spence Johnson

Will Mayne is a Director at Spence Johnson.  Since joining the firm in 2012 he has worked on a wide variety of strategic projects across European institutional asset managers; with notable work in multi-asset investing and development of the award winning Institutional Money in Motion (IMiM) initiative. Mr Mayne studied Economics at the University of Cambridge, and management at the Judge Business School.

John   Nestor

John Nestor

Associate
City Noble

John Nestor is an Associate at City Noble and has spent his entire career involved in Investment, with over 15 years in senior management of asset management businesses. Mr Nestor’s experience covers both public and private sector clients in defined benefit and defined contribution pension provision. As well as his involvement with City Noble, he is currently a member of Prudential UK’s Independent Governance Committee and a Non-Executive Director at Prudential Corporate Pension Trustee Ltd, Chairman of Trustees at Marylebone Cricket Club Staff Pension Scheme and a Trustee of the RAC Staff Pension Scheme.  Mr Nestor was previously a Director at Law Debenture where he was a Trustee and advisor to 10 clients which ranged from corporate pension schemes to a local authority and a charitable foundation. Prior to that, he was Head of UK and Ireland at UBS Global Asset Management, responsible for all aspects of managing an investment business with over £100 billion of client assets.  Before joining UBS, he was Principal, Head of Distribution at Hewitt Associates’ Global Investment Practice, a Managing Director with Citi in both the Investment Bank and Head of the Asset Management business in Europe, Middle East and Africa, and the Director of Institutional Marketing and Client Service for Henderson Global Investors (formerly AMP Asset Management).

Giles  Payne

Giles Payne

Director
HR Trustees

Giles Payne is a director with HR Trustees.  He has more than 30yrs experience in the Pensions industry and has worked for Consultancies, an Insurance Company and an Asset Manager.  He currently Chairs five trustee boards and sits on a further two schemes and three ISCs. He also sits on one IGC and a number of  mastertrusts.  Mr Payne has recently been involved in a number of strategy reviews and adviser appointments including: de-risking of growth assets for a number of schemes using a range of strategies including illiquid PFI assets; the appointment of Fiduciary mangers for two schemes; and the appointment of investment advisers for three schemes.  

Steve Tyson

Steve Tyson

Senior Adviser
Allenbridge

Steve Tyson is a Senior Adviser at Allenbridge. He has over 35 years’ investment experience and holds a portfolio of trustee and advisory positions.  He chaired the Trustees of the Manufacturers Life UK Pension Plan from 2004 until buyout in 2015 and is a Trustee and Chairman of the Investment Committee of the National Trust Pension Scheme, and Trustee/Chairman of the Investment Committees of Devro PLC and Scotiabank. He is an independent adviser to the LGPS for Devon County Council and Gloucestershire County Council Pension Funds. He sits on the advisory panel of the Open Retirement Club.  Mr Tyson was formerly a public member of Network Rail and a NED of Manulife Asset Management. His last full-time role was as Chief Investment Officer and CEO of Manulife Asset Management from 2004 to 2012, responsible for £4 billion of assets under management and advice in a variety of asset allocation and equity strategies.  Previously, he held the position of Head of Global Equities at AXA Investment Managers, Head of US Equities at AXA IM and Sun Life Investment Management. He started his career as an analyst and portfolio manager at Tyndall Investment Services. During his career, Mr Tyson managed a wide range of DB and DC pension funds and has specialised in strategic and tactical asset allocation strategies. He is a Chartered Fellow of the Chartered Institute for Securities and Investment

fallback

Chair & Moderators (3)

Sandra Wolf

Sandra Wolf

Editor
Pensions Expert

Sandra Wolf is the editor of Pensions Expert, the Financial Times' magazine for pension professionals. She has nine years’ experience as a pensions journalist. She was previously Pensions Expert's deputy editor, covering defined benefit, defined contribution, auto­enrolment, investment and legislation topics. Before joining Pensions Expert, she held the deputy editor position at FT publication MandateWire, where she wrote about pension funds’ investment activities.

Tom  Dines

Tom Dines

Deputy Editor
Pensions Expert

Tom Dines has worked for Pensions Expert since January 2014 and was recently appointed Deputy Editor. Previously he worked as a reporter on New Civil Engineer magazine.

Attracta  Mooney

Attracta Mooney

Asset Management Reporter
FTfm

Attracta Mooney is a reporter at the Financial Times, where she writes about the asset management industry for the paper and for FTfm, the FT's investment management section. She was previously a senior reporter at Ignites Europe, an FT news services covering the retail fund industry. 

Agenda - 5th Jul

  • 9:00am
    Registration and Networking
  • 9:30am
    Opening Remarks from Pensions Expert

    Sandra Wolf, Editor, Pensions Expert

  • 9:40am
    Opening address: Where next for the global economy and asset allocation?

    Where should investors turn next as they assess the implications of the Brexit referendum, continued uncertainty in the global economy, falling commodity prices and increased market volatility? Where are the main opportunities and risks in asset allocation and specifically in multi-asset investing?

    John Bilton, Managing Director and Head of Global Multi-Asset Strategy, Multi-Asset Solutions Team, J.P. Morgan Asset Management

  • 10:10am
    Presentation: Multi-asset strategies – Who, what and what next?

    Long seen as offering investors a myriad of advantages from long-term growth with low volatility to flexible asset allocation, the market for Diversified Growth Funds is predicted to reach £218bn by 2019. But the universe of DGFs and multi-asset strategies is now large, complex and diverse. The speaker will describe the universe of DGFs and multi-asset strategies, their size and the changing dynamics within the market.

    Will Mayne, Director, Spence Johnson

  • 10:30am
    Morning break
  • 10:50am
    The advisers' view - Are multi-asset strategies what clients want and are they delivering?

    Multi-asset strategies look increasingly attractive to pension scheme trustees operating in an environment of the shift from DB to DC, evolving regulations, volatile markets, chronic underfunding and low interest rates. But are they delivering as a solution to the challenges facing pension schemes today? How are managers aligning their strategies with client needs and are strategies performing to expectations?  This panel will assess the multi-asset universe and the benefits and limitations for different-sized DC and DB pension schemes.   

    Steve Tyson, Senior Advisor, Allenbridge

    John MacDonald, Senior Manager Research Consultant, Hymans Robertson

    Rupert Brindley, Managing Director, Portfolio Strategist, Global Pension Solutions & Advisory Group, J.P. Morgan Asset Management

    Moderated by: Attracta Mooney, Asset Management Reporter, FTfm

  • 11:40am
    The pension schemes' view - Building multi-asset strategies into DB and DC portfolios

    Multi-asset strategies are being used more and more by pension schemes. In this onstage panel discussion some leading UK pension funds will share their insights into how and why they use multi-assets strategies in their DB and DC schemes, and will further explain their selection and monitoring processes, and ultimately how they judge success now and in the future.

    William Dinning, Head of Investment Strategy, Coal Pension Trustees Services

    John Nestor, Associate, City Noble

    Giles Payne, Director, HR Trustees Limited

    Moderated by: Tom Dines, Deputy Editor, Pensions Expert

  • 12:20pm
    Closing remarks from the Chair

    Sandra Wolf, Editor, Pensions Expert

  • 12:30pm
    Networking Lunch

Why Attend?

  • Gain insights into the universe of multi-asset products, their size and changing dynamics in the market
  • Evaluate the risks and rewards of investing in Diversified Growth Funds
  • Discuss how DB and DC pension schemes are using multi-asset strategies within their portfolios
  • Analyse the importance of manager selection in maximising the value of multi-asset investments
  • Assess the performance of multi-asset investments in today’s market – how do they measure up?
fallback

Who Attends?

Attendance is complimentary* for pension scheme investment decision makers including:

  • Scheme Managers
  • Heads of Pensions
  • Trustees
  • Pension Scheme Board Members
  • Independent trustees and consultants

*Places are strictly limited and subject to approval by the Publisher.

fallback

Venue

Financial Times Headquarters
One Southwark Bridge
London SE1 9HL

United Kingdom

Tel: +44 (0) 20 7775 6653
Email: ftlive@ft.com

fallback

Presented by: (1)

Pensions Expert is the Financial Times' specialist title for UK workplace pension schemes. It is the authoritative source of information on how these schemes and their sponsoring employers are working together to provide their members with an adequate retirement income.

Our case studies, news analysis and informed comment provide trustees, management teams and their providers with timely, practical information to inform their day-to-day jobs.

In association with: (1)

J.P. Morgan is a global leader in investment management, dedicated to creating a strategic advantage for institutions by connecting clients with J.P. Morgan investment professionals globally. The firm seeks to deliver first-class investment results to some of the world’s most sophisticated organizations, including corporate pension plans, endowments, foundations, insurance companies, sovereign wealth funds and government-affiliated institutions.

J.P. Morgan is distinguished by its capital markets knowledge, global investment expertise and the long-term, proactive partnerships it establishes with clients. Our investment strategies span equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation.

Past Delegate Testimonials

“One of the best events I've recently attended. Combination of great speakers and great quality moderation and rigour that went in planning the sessions (which was evident in the quality of content). It was a very good use of my time”  

- Nitin Premchandani, PwC

“Great to have investment market experts share their knowledge and insights" 

- Jonathan Lwalor, Xafinity

“Thoroughly insightful event where the speakers shared their views unrestrictedly” 

- Anonymous

fallback

Contact us:

Eleni Vatyliotis
Marketing and Media Enquiries
Financial Times
Nick White
Sponsorship Opportunities
Pensions Expert
Yvonne Hynes
Speaking Opportunities
Financial Times
Funmbi Adenubi
Delegate Booking and Registration Enquiries
Financial Times