Each year, we build on the conversations, insights and relationships that make our conference a standout date in the investment calendar.
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This year’s programme will feature expert speakers examining:
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Defined outcome strategies and their role in managing uncertainty
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The use of alternative strategies to enhance diversification
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Practical approaches to building resilient portfolios in changing economic conditions
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Full agenda details are below.
The event will be CPD accredited.
Keynote speaker
James Crabtree
Global geopolitical strategist and leading voice on power shifts in Asia and beyond
James Crabtree is a geopolitical analyst focused on great power rivalry, economic statecraft, and the shifting balance of power in Asia. A distinguished visiting fellow at the European Council on Foreign Relations and non-resident fellow at the Asia Society, he advises leaders on US–China competition, geoeconomics, and the strategic impact of emerging technologies on global order.
Euan Munro
Euan brings extensive investment management experience, having served as CEO of both Aviva Investors and Newton Investment Management, and previously as Head of Fixed Interest and Multi-Asset Investing at Standard Life Investments. He currently serves as a Non-Executive Director at Brooks Macdonald.
Patrick Bartholet
Patrick is lead portfolio manager for the AIMS total return fund at Aviva Investors, focusing on cross asset derivatives and systematic strategies. Before joining Aviva in 2018, Patrick had 27 years of sell side derivatives trading experience, the latest as European head of index volatility trading at Société Générale.
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Tom Boyle
Tom is lead fund manager for the Uncorrelated Strategies fund at Atlantic House and also manages the firm's multi asset mandates. Alongside his portfolio management responsibilities he leads the product development with asset managers and institutions; building bespoke derivative-based solutions for investors.
Guest speakers
Euan Munro
Euan brings extensive investment management experience, having served as CEO of both Aviva Investors and Newton Investment Management, and previously as Head of Fixed Interest and Multi-Asset Investing at Standard Life Investments. He currently serves as a Non-Executive Director at Brooks Macdonald.
Shalin Bhagwan
Shalim is Chief Actuary and Interim Chief Financial Officer at the Pension Protection Fund, as well as Head of Pensions Advisory at DWS Group. With deep expertise in liability-driven investment strategies, he previously held senior LDI roles at AXA Investment Managers and Legal & General, and served as Head of Fixed Income at Ashburton Investments.
Pensions
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Wednesday 6th May
2:00pm
Registration and coffee
2:30pm
Welcome and business update
Tom May, CEO
2:40pm
Engineering better outcomes: Redefining risk and return
Tom May and Nina MacEwen
With more predictable investment journeys becoming increasingly important for asset allocators, this session explores the growing appeal of defined outcome strategies.
We examine the methodologies, trade-offs, and how these approaches can deliver more predictable outcomes across different market environments.
3:05pm
Alternative Risk Premia and QIS: Hype or portfolio staple?
Euan Munro, Patrick Bartholet and Tom Boyle
Chaired by Freddie Blackwell, this panel brings together Euan Munro, Patrick Bartholet and Tom Boyle to share their experiences using derivatives and liquid alternatives in portfolio management. The discussion will cover efficient use of derivatives, Alternative Risk Premia, where they have delivered diversification, and key considerations for implementation.
3:35pm
Coffee break
3:50pm
Tail Risk Protection at a reasonable cost: What is possible?
Jack Roberts and Ganchi Zhang
This session cuts through the noise surrounding Liquid Alternatives and Alternative Risk Premia to demonstrate what is genuinely achievable in delivering tail risk protection, and at what cost.
We will showcase how our intuitive hedging framework can be used to evaluate and design protection solutions, while being clear on when they are expected to perform, and when they are not.
4:15pm
Keynote
James Crabtree
With extensive expertise in geopolitics and global markets, James will share insights into how evolving political dynamics are reshaping the investment landscape and what this means for markets, risk and portfolio resilience.
5:00pm
Closing remarks and transition to networking
Alexis Marinof, CEO of WisdomTree
5:00pm onwards
Networking drinks and food
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The networking reception will be held in the River Room.
Drinks and canapés will be served.
An evening of conversation, connections, and the occasional surprise.
8:00pm
Close
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Helpful information
Venue: Glazier's Hall
9 Montague Close, London Bridge - SE1 9DD
What3words: guides.breed.just
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Getting here:
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The venue is accessible via the stairs from London Bridge, adjacent to Grind Coffee Shop, or for step-free access, please approach from Tooley Street or Montague Close.
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London Bridge mainline train station is a two minute walk away.
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London Bridge underground station serves the Northern and Jubilee line.
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The pier for the Uber Boat by Thames Clipper is just 5 mins away (0.2 miles), serving RB1 and RB6.
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14 different bus routes go past the venue or to London Bridge.
Registration and check in:
Head straight to the registration deck upon arrival, to collect your name badge.
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Photo and video:
We'll be capturing photos and video throughout the day. If you'd prefer not to be photographed, please let our team know at registration.
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Help on the day
If you have any problems on the day, please speak to one of our team, or call the venue on 020 7403 3300.
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