Staying the course
Building resilience
for long-term growth

Welcome: Staying the Course - Thursday, October 5, 2017
The Four Seasons, Trinity Square, London

Against an ever changing backdrop, investors will need to look at markets through a different lens; where resilience, skill and judgement will be critical in identifying growth opportunities and future-proofing portfolios against the challenges ahead.

Our annual conference will provide the setting for stimulating and informative discussions around the disruption that tests our resilience and how our industry and business strategies are prepared for it. There will also be discussion on the state of the economy, broad industry challenges and several ‘under the bonnet deep dive’ educational sessions. It will be a unique opportunity to come together to connect, learn, and share.

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Agenda: Staying the Course - Thursday, October 5, 2017

10:35 - Coffee

  • Investment Committee's strategy: To ensure sufficient cashflow is generated by the portfolio’s assets to pay all future obligations – without reliance on future contributions.

    Solution ideas: A series of three, five minute pitches proposing viable options to be considered to help the investment committee move towards meeting their objectives.

    • Long leases: cashflow driven real estate
    • Multi-asset private debt: harnessing the illiquidity premium to beat liabilities 
    • Annuity-style Buy and Maintain Credit: an insurer’s approach to managing uncertainty

     

    Investment Committee members:

    • Denise LeGal, Brunel Pension Partnership (Chair of Commitee)
    • John Nestor, Independent Trustee, Capital Cranfield
    • Andrew Harrison, Independent Trustee, Law Debenture
    • Other members to be announced

     

    Solutions presenters:

    • Renos Booth*, Head of Real Estate Long Income, Aviva Investors
    • Ted Jennings*, Portfolio Manager, Alternative Investment Solutions, Aviva Investors
    • Boris Mikhailov*, Investment Strategist, Aviva Investors

12:20 - Lunch

Under the bonnet, educational workshop sessions. Delegates will be able to attend three of the workshops below.

  • Private assets in cashflow driven investment strategies: Putting theory into practice

    Presented by Alex Wharton* & John Dewey*

    Session 1.

    1:50pm - 2:35 pm

    Session 2.

    2:45pm - 3:30pm

    Session 3.

    3:40 pm - 4:25pm

  • Fixed Income for outcome orientated investing: Tackling todays challenges

    Presented by John Andrews* & James McAlevey*

    Session 1.

    1:50pm - 2:35 pm

    Session 2.

    2:45pm - 3:30pm

    Session 3.

    3:40 pm - 4:25pm

  • Infrastructure for income: Challenging conventional approaches

    Presented by Matthew Graham* & Ian Berry*

    Session 1.

    1:50pm - 2:35 pm

    Session 2.

    2:45pm - 3:30pm

    Session 3.

    3:40 pm - 4:25pm

  • Multi-Strategy: Resilience and return

    Presented by Alex Liddle* & Peter Fitzgerald*

    Session 1.

    1:50pm - 2:35 pm

    Session 2.

    2:45pm - 3:30pm

    Session 3.

    3:40 pm - 4:25pm

Main program continues

17:30 - 20:30. Drinks and canapes.

Rocky goat

Speakers: Staying the Course - Thursday, October 5, 2017

Register: Staying the Course - Thursday, October 5, 2017

We look forward to seeing you

*Investment professionals listed are members of AIA/AIC's participating affiliate Aviva Investors Global Services Limited ("AIGSL"). 

Unless stated otherwise, any sources and opinions expressed are those of Aviva Investors Global Services Limited (Aviva Investors) as of September 6, 2017. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Past performance is no guarantee of future results.

The name “Aviva Investors” as used in this presentation refers to the global organization of affiliated asset management businesses operating under the Aviva Investors name. Each Aviva Investors’ affiliate is a subsidiary of Aviva plc, a publicly- traded multi-national financial services company headquartered in the United Kingdom.

For Use in Canada

Aviva Investors Canada, Inc (“AIC”) is located in Toronto and is based within the North American region of the global organization of affiliated asset management businesses operating under the Aviva Investors name. AIC is registered with the Ontario Securities Commission (“OSC”) as a Portfolio Manager, an Exempt Market Dealer, and a Commodity Trading Manager.

For Use in the United States

Aviva Investors Americas LLC is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aviva Investors Americas is also a commodity trading advisor (“CTA”) and commodity pool operator (“CPO”) registered with the Commodity Futures Trading Commission (“CFTC”), and is a member of the National Futures Association (“NFA”). In performing its services, AIA utilizes the services of investment professionals of affiliated investment advisory firms who are best positioned to provide the expertise required to manage a particular strategy or product. In keeping with applicable regulatory guidance, each such affiliate entered into a Memorandum of Understanding (“MOU”) with AIA pursuant to which such affiliate is considered a “Participating Affiliate” of AIA as that term is used in relief granted by the staff of the Securities and Exchange Commission allowing US registered investment advisers to use portfolio management and trading resources of advisory affiliates subject to the supervision of a registered adviser. Investment professionals from AIA’s Participating Affiliates render portfolio management, research or trading services to clients of AIA. Investment professionals from the Participating Affiliate also render substantially similar portfolio management research or trading services to clients of advisory affiliates which may result in performance better or worse than presented herein. This means that the employees of the Participating Affiliate who are involved in the management of strategies and other products offered to US investors are supervised by AIA.

AIA’s Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to:

Compliance Department

225 West Wacker Drive, Suite 2250

Chicago, IL 60606

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