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PREVINVEST INSTITUTIONAL INVESTORS CONFERENCE SERIES 2014
"Pension Fund Investing: Investment Objectives, Risk and Oppotunities"
Rome, 1 July 2014 - Hotel Hassler - Piazza Trinità dei Monti, 6
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| Agenda |
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| Timetable | Topic |
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| 8:30 am | Registration |
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| 9:00 am | Opening Keynote |
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| | Aureliano Gentilini |
| | Managing Partner, PrevInvest |
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| 9:05 am | Chairman Introduction |
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| | Martin de Sa'Pinto |
| | Advisor, Scalaris ECI |
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| 9:10 am | 2014 Investment Outlook: Traditional and Alternative Asset Classes |
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| | Ferenc Sanderson |
| | Managing Partner, PrevInvest |
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| 9:35 am | Fixed Income ETFs: Why Institutions Use Them and Latest Trends in 2014 |
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| | Vasiliki Pachatouridi |
| | Fixed Income Product Strategist, iShares |
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| 10:00 am | Dividend Matters |
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| | Michael Kelly |
| | Head of Research, Schafer-Cullen |
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| | Albert Murray |
| | Managing Director, Schafer-Cullen |
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| 10:25 am | Using Infrastructure in the Liability Matching Portfolio |
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| | Hamish De Run |
| | Partner, Hermes Infrastructure |
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| 10:50 am | The CERN Pension Fund Model: An Investment Management Framework Designed to Address the Challenges of the “New Normal” |
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| | Théodore Economou |
| | CEO, CERN Pension Fund |
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| 11:15 am | Coffee break |
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| 11:45 am | Regulatory Measures to "Push" Mutual Funds Towards Enterprises* |
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| | Roberta D'Apice |
| | Director Legal Department, Assogestioni |
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| 12:10 pm | The Investment Policy in Pension Plans: Some Considerations in Light of the Current Asset Allocation and Review of the Delegated Legislative Framework* |
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| | Gian Paolo Ruggiero |
| | Director Directorate IV, Department of the Treasury, MEF |
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| 12:30 pm | Roundtable Discussion* |
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| | The role of Pension Plans in Sustaining the Economic Growth in Italy through Allocation to New Investment Vehicles, such as Minibond and SMEs Debt Funds, Private Equity, and Infrastructure Funds. The Barbell Polarization of Asset Management and the Growing Role of ETFs in Institutional Portfolios. Best Practices in Navigating the Indexing World. Investment Policies Consistent with Sustainable Pension Plans in a Context of Ageing Population, Stagnating Labour Market, and Faltering Growth. |
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| | Enrico Camerini |
| | Head of Institutional Sales, iShares Italy |
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| | Andrea Mariani |
| | Director-General, Fondo Pegaso |
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| | Stefano Pierini |
| | Head of Finance, Ferrovie dello Stato Italiane SpA |
| | Chairman of the Board of Directors, Eurofer |
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| | Gianfranco Verzaro |
| | Chairman, Fondo Pensioni del Personale Gruppo BNL/BNL Paribas Italia |
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| | Moderator: |
| | Aureliano Gentilini |
| | Managing Partner, PrevInvest |
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| 1:20 pm | Buffet lunch |
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| 2:30 pm | Investment Policies in Pension Plans: Limitations and Prospects* |
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| | Mauro Marè |
| | Chairman, Mefop |
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| 2:55 pm | Distressed Debt – Outsized Returns with Limited Levels of Market Correlation |
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| | Richard Cazenove |
| | Portfolio Manager, BlueBay Asset Management |
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| 3:20 pm | Hedge Funds Investing: Analysis of Strategies and Investment Methodologies* |
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| | Aureliano Gentilini |
| | Managing Partner, PrevInvest |
| | Hedge Fund Research Committee Member, AIMA (The Alternative Investment Management Association) |
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| 3:40 pm | Roundtable Discussion |
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| | Investing in a Post-QE World, Dominated by Subdued Inflation Dynamics, Faltering Growth, and Rising Bond Yields. Investment Policies in Pension Plans: Risks and Opportunities Arising from the Diversification into Alternative Assets. The Institutionalization of the Hedge Fund Industry. The Growing Convergence Between Long-only and Hedge Fund Managers. The “Death of Alternatives”? Smart Beta Indexing: Implications for Active and Passive Investment Management. |
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| | Richard Cazenove |
| | Portfolio Manager, BlueBay Asset Management |
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| | Théodore Economou |
| | CEO, CERN Pension Fund |
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| | Michael Kelly |
| | Head of Research, Schafer-Cullen |
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| | Paul Voûte |
| | Director, Head of European Business Development, Hermes |
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| | Moderator: |
| | Martin de Sa'Pinto |
| | Advisor, Scalaris ECI |
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| 4:30 pm | Coffee break |
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| 5:00 pm | Roundtable Discussion* |
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| | Recent Developments in the Italian Legislation Enforcing New and Less Stringent Rules on Eligible Assets for Pension Plans. Sustainable Pension Plans in a Context of Ageing Population, Stagnating Labour Market, and Faltering Growth. European Commission Agenda for Adequate, Safe and Sustainable Pensions. Risk Management in an Asset/Liability Management (ALM) Framework. |
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| | Marco Lega |
| | Director-General, Fondo Pensione Fopen |
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| | Giampiero Malagnino |
| | Deputy Chairman, Adepp |
| | Deputy Chairman, ENPAM |
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| | Giuseppe Pagliarani |
| | Technical Committee Coordinator, Assofondipensione |
| | Director-General, Fondo Pensione Byblos |
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| | Roberto Violi |
| | Director Financial Investments Department, Banca d'Italia |
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| | Moderator: |
| | Aureliano Gentilini |
| | Managing Partner, PrevInvest |
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| 5:50 pm | Conclusions on the Implementation of the Investment Policy in Italian Pension Plans* |
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| | Elisabetta Giacomel |
| | Director Financial and Actuarial Analyses Department, COVIP |
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| 6:0 pm | Chairman Conclusion |
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| 6:15 pm | Conference Ends |
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| (*) | Simultaneous Translation |
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