Mercer Global Investment Forums 2019

2019

DUBLIN3-4 September 2019

Forum Agenda

Click titles to expand

MONDAY 2 SEPTEMBER

15:00–16:00Fund Manager Briefing Registration

16:00–18:55Fund Manager Briefing

19:00–21:00Welcome Reception and Buffet Dinner

TUESDAY 3 SEPTEMBER

07:30–09:00Registration

08:00–09:00Breakfast

09:00–09:15Welcome and Opening

Olivier SantamariaSenior Investment Consultant

09:15–10:002019 Global Investment Themes, Reference Portfolios and Practical Application

Deb ClarkeGlobal Head of Investment Research

Nick WhiteGlobal Strategic Research Director

Caitriona MacGuinnessDC & Master Trust Market Leader

10:00–10:05MC

Rob MeaneySenior Investment Consultant

10:05–10:35Investing in a Time of Climate Change – Ramifications for Portfolios

Helga BirgdenGlobal Business Leader, Responsible Investment

Steven SowdenSenior Investment Consultant

10:35–10:50Game of Later Life – Concept & Round 1

Ciara WyerPortfolio Manager, Delegated Solutions, Ireland

10:50–11:20Networking and Coffee Break

11:20–12:20Keynote Address

Mary RobinsonUN Special Envoy on Climate Change and Former President of Ireland

12:20–12:30Late Cycle Opportunities for Defence Portfolios

Matt ScottStrategic Research Specialist

12:30–12:40Game of Later Life – Round 2

Ciara WyerPortfolio Manager, Delegated Solutions, Ireland

12:40–13:55Lunch

13:55–14:30Surveying the Asset Management Landscape: Trends and Portfolio Impacts

Facilitator

Rosalind BriggsSub-Market Business Leader

Panelists

TBC

14:30–14:50DB Pension Fund Consolidation: Ramifications for Asset Owners and Asset Managers

Joanne HoldenChief Investment Officer, UK Wealth

Andrew WardLeader, Risk Transfer

14:50–15:25Campfire Conversations: Fireside Chats with Mercer Clients – Round 1

Cash-flow Driven Investing

Facilitator

Vanessa HodgeSenior Investment Consultant

Clients

To be announced

The Burgeoning Mastertrust & DC Space: Trends, Insights and Actions

Facilitator

Anita ButlerSenior Investment Consultant

Clients

To be announced

The Essentials to ESG-proof Your Portfolio

Facilitator

Sarika GoelResponsible Investment, Manager Research

Clients

To be announced

IORP & ECB – Mastering the ABC of Regulation and Reporting

Facilitator

James CampbellSenior Legal Consultant

Clients

To be announced

15:25–16:00Campfire Conversations: Fireside Chats with Mercer Clients – Round 2

Cash-flow Driven Investing

Facilitator

Vanessa HodgeSenior Investment Consultant

Clients

To be announced

The Burgeoning Mastertrust & DC Space: Trends, Insights and Actions

Facilitator

Anita ButlerSenior Investment Consultant

Clients

To be announced

The Essentials to ESG-proof Your Portfolio

Facilitator

Sarika GoelResponsible Investment, Manager Research

Clients

To be announced

IORP & ECB – Mastering the ABC of Regulation and Reporting

Facilitator

James CampbellSenior Legal Consultant

Clients

To be announced

16:00–16:30Networking and Coffee Break

16:30–17:00The Magnificent Seven – Surfing the Wave of Opportunity

Host

Ian MurrayStrategic Research Specialist

Sessions

1.Sustainable Equity

Hill GastonSenior Investment Research Specialist

2.China Bonds

Maria SfikaAsset Class Specialist, Fixed Income Boutique

3.Green Bonds

Michael TalbotAsset Class Specialist, Fixed Income Boutique

4.Secured Finance

Georgia WynterAsset Class Specialist, Fixed Income, Delegated Solutions

5.Insurance-Linked Securities

Grace MortimerInvestment Consultant

6.Trend Following Strategies

Shailan MistryAsset Class Specialist, Hedge Fund Boutique

7.Commodities

Rory SloggettInvestment Consultant

17:00–17:10Game of Later Life – Round 3

Ciara WyerPortfolio Manager, Delegated Solutions, Ireland

17:10–17:20Final Remarks

Rob MeaneySenior Investment Consultant

18:00–22:00Drinks and Offsite Dinner

WEDNESDAY 4 SEPTEMBER

08:00–09:00Breakfast

09:00–09:05Opening Remarks

Tom GeraghtyChief Executive Officer, Ireland

09:05–09:10MC

Fran BrowneSenior Investment Consultant

09:10–09:40Keynote Address – Day 2

Mark PollockExplorer, Innovator and Collaboration Catalyst

09:40–10:10Opportunities in Private Markets and How They Fit into Your Portfolio

Facilitator

Garvan McCarthyChief Investment Officer, Alternatives, Europe

Panelists

Rhonda RyanHead of European Equity & Debt, Alternatives

Ashley KnightPrivate Equity & Debt Specialist

Amarik UbhiGlobal Head of Infrastructure, Mercer Private Markets

10:10–10:40Networking and Coffee Break

10:40–11:10Tectonic Friction: Is the US or China the Best Place to Invest Going Forward?

Rupert WatsonHead of Asset Allocation, Delegated Solutions

11:10–11:50Braving EM: Which is the Best Approach in This Late Cycle?

Emerging markets continue to intrigue, fascinate and sometimes frustrate institutional investors. But given where we are in the cycle, how should we be building exposure? Three of our asset-class specialists set out their cases for EM infrastructure, EM debt and EM equities. You will choose who gets your emerging market vote in this late cycle.
Host

Damien DavisSenior Investment Consultant

Sessions

1.EM Equities

Indira SabitovaAsset Class Specialist, Equities Boutique

2.EM Debt

Joe AbramsAsset Class Specialist, Fixed Income

3.EM Macro

Penny AitkenAsset Class Specialist, Hedge Fund Boutique

11:50–12:00Game of Later Life – Final Destination

Ciara WyerPortfolio Manager, Delegated Solutions, Ireland

12:00–12:15Bringing It All Together – Practical Application

Niall O'SullivanEuropean Chief Investment Officer, Delegated Solutions, Ireland

12:15–13:30Lunch

Draft Agenda. Subject to change.
Register

2018 Event highlights

Save the dates for 2020

Contact Us


For information about the event, please contact Allison Vitale:

Did you know?

Members of some professional bodies may be able to claim continuing professional development credits for attending this event

© 2019 Mercer LLC, All Rights Reserved.