Dates:
4 July 2022 17:00 to 5 July 2022 16:00
Venue:
Compleat Angler, Marlow Bridge, Marlow, Buckinghamshire SL7 1RG
View in Google Maps
Chairperson:
Various members of the PTC Advisory Committee
Details:
Programme
Monday 4 July
17.00 Registration Tea / Coffee
17:30 Legal & Investment Update
Moderator: Susan Anyan, Trustee Chair, Trinity Retirement Benefits Scheme
Speakers:
Christopher Stiles, Partner, Gowling WLG
Andrew Ward, Partner, Head of Risk Transfer & DB Journey Planning, Mercer
Richard Poole, Legal Director, Pension & Employee Benefits, Royal Mail Group
19.15 Drinks followed by Dinner
Tuesday 5 July
07.30 Breakfast
08:30 Geopolitical Risks – How Should Pension Funds Consider These within Their Asset Allocation Strategy
Moderator: Paul Brine, Trustee, London Stock Exchange Pension Scheme
Speakers:
Marshall Stocker, Co-Head of Emerging Markets at Eaton Vance, Morgan Stanley Investment Management.
Ed Francis, Managing Director, Multi-Asset Solutions, Goldman Sachs Asset Management
10.00 Coffee
10:30 Communications & Member Engagement – What does ‘Effective Engagement’ Mean in Practice?
Moderator: Nim Maradas, Trustee Director, The Pearson Pension Plan
Speakers:
Karen Bolan, Director, Retirement Communications, Gallagher
Victoria East, Corporate Relationship Manager, WEALTH at work
Ryan Sales, Founding Partner, Landscape
12.00 Buffet Lunch
13:00 Keynote Presentation – Caroline Rookes, Chair, The Pensions Ombudsman
Moderator: Alan Rubenstein, Trustee and Chair of Investment Committee, British Coal Staff Superannuation Scheme
14:00 Net Zero Targets & Just Transition for Pension Schemes – What does it mean in Practice & Practical Issues to Consider
Moderator: Duncan Willsher, Independent Professional Trustee, Southern Water plc Pension Schemes
Speakers:
Soňa Stadtelmeyer-Petrů, Lead Sustainable Investment Strategist, EMEA, J.P. Morgan Asset Management
Bruno Bamberger, Senior Solutions Strategist, AXA Investment Managers
15.00 Tea followed by Close of Seminar