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    2002 2002 Document Transcript

    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2002 June: " Asset Strategies: Where Are We Now and Where Are We Going?” Speakers: “Where Are We Now?” Dr Benjamin Branderberger, Chairman & CEO, Complementa Investment- Controlling AG “Reviewing Strategic Options” Christopher Woods, Chief Investment Officer, State Street Global Advisors “Risk control in Asset Allocation”” Nigel O’Sullivan, Managing Director, European Pension & Insurance, Goldman Sachs International Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund October: “Investment Consultants – Choice, Objectivity and Measurement” Speakers: “Successful Implementations: Where Does the Consultant Add Value?” Franz Schumacher, Partner, PPCmetrics AG, Zurich “The Changing Role of Consultants – A Fund Manager’s View” Peter Lord, Managing Director, Fidelity Investments “Choice and Objectivity” Lou ten Cate, Chief Executive Officer, PensionFactory N.V. “Measuring Consultant Performance” Gareth Derbyshire, Executive Director, Morgan Stanley “Performance Measurement in Switzerland Today” Peter Leutenegger, Vice President Marketing & Sales, InterSec Research Corp. Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund 2003 March “New Ways of looking at Strategic Asset Allocation” Speakers: “New Directions in Strategic Asset Allocation” Lee Thomas, Chief Global Strategist, PIMCO “Current Issues in Asset Liability modeling” Guus Boender, Partner, ORTEC “A Swiss Perspective” Peter Rice, Senior Consultant, ECOFIN Investment Consulting AG “A Swiss Pension Fund Case Study” Ulrich Niederer, Chairman of the Investment Committee, UBS Pension Fund Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2003 cont June “IAS and Other Accounting Standard Issues – the Challenge for Pension Funds” Speakers: “An Overview and Look at The Swiss Impact” Bart Breemans, Consulting Actuary, PRASA Hewitt “An Early Indication of the Impact: FRS17 – The Effect in the UK” Richard Thomas, Director, The Law Debenture Pension Trust Corporation plc “An Analyst’s Perspective – A Strict Interpretation of IAS” Sabine Mahnert, Vice President, Morgan Stanley “Practical Issues and Solutions for Pension Funds and Corporates” Chris Barter, Head and Managing Director, Pension & Insurance Strategy Group, Goldman Sachs International Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund October “Running your Scheme Properly – Managing Decisions and Risk” Speakers: “Efficient Investment Organisation and Decisions” Richard Thomas, Director, The Law Debenture Pension Trust Corporation plc “Dynamic Investment Controlling” Franz Schumacher, Partner, PPCmetrics AG “Managing Operational Risk – A Pension Fund Case Study” Malcolm Gray, Finance Director, Railways Pension Trustee Company Limited “Outsourcing Trends” Hanspeter Diem, Head of Sales & Marketing, State Street Bank Europe Limited Presentations introduced by Wilhelm Inderbitzin, Head of Pension Fund, Ciba Specialty Chemicals Pension Fund December “The Investment Implications of Swiss Legislation” Speakers: “An Overview of Legislation” Werner Nussbaum, President, Pension Education Centre, Berne “Risk Identification, Management and Some Possible Solutions” Catherine Claydon, Managing Director, Goldman Sachs International “The Attraction of Hedge Funds” Nicholas Verwilghen, Partner, EIM “Bond Investment for Matching Liabilities” Stephen Goldman, Senior Vice President, PIMCO Europe Ltd. Presentations introduced by Wilhelm Inderbitzin, Head of Pension Fund, Ciba Specialty Chemicals Pension Fund 2
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2004 March “Improving Investment Returns – What part can Currency Play?” Speakers: “Currency Management – The Strategic Case and Currency Market Inefficiencies” Neil Record, Chairman & Chief Executive, Record Currency Management Ltd. “Active Management Styles, Practicalities and a Market View” Paul Duncombe, Head of Currency Management, State Street Glogal Advisers “Canton of Zurich Case Study” Adrian Gautschi, Executive Vice President, Complementa Investment Controlling “Pension Fund Panel Discussion” Christian Cuenoud, Administrator, CERN Pension Fund Pierre Cardon, Secretary of the BIS Pension Fund Committee, Bank for International Settlements Jean-Claude Stadelmann, Head of Cash Assets & Financial Risk Management, Ciba Specialty Chemicals Inc. Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund June “Hedge Fund and other Absolute return Strategies for Pension funds: Are they really the Panacea for Pension Funds?” Speakers: “An Overview of the Issues” Franz Schumacher, Partner, PPCmetrics AG, Zurich ”ABB’s approach to Hedge Fund Investing“ Kjell Sundstrom, Group Vice President – Pension Management, ABB Asea Brown Boveri Ltd. “Risk Identification and Asset Allocation Issues” Addré de Gaspar, Chief Investment Officer, AIS (Suisse) SA ”The Attraction and Concerns of Investments in Funds of Hedge Funds” Hans-Jörg Baumann, CEO & Chairman Swiss Capital Alternative Investments AG Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee September “Benchmarks: Market, Liability and / or Unconstrained?” Speakers: “Overview of the Issues” Adrian Gautschi, Executive Vice President, Complementa Investment Controlling ”Understanding Liabilities & Risks and How to Address Them” Nigel Cresswell, Vice President, Morgan Stanley “Practical Ways of Managing against LDI Benchmarks” 3
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History Paul Sweeting, Director Portfolio Strategies Group, Fidelity Investments Presentations introduced by Wilhelm Inderbitzin, Head of Pension Fund, Ciba Specialty Chemicals Pension Fund 2004 cont December “Bonds – Investment Dead Wood or Holy Grail?” Speakers: “An Overview of the Issues” Franz Schumacher, Partner, PPCmetrics AG “How to Prosper in a Low Return Environment” Steve Goldman, Senior Vice President & European Product Manager PIMCO Europe “A look at some of the opportunities open to pension funds” Kjell Sundstrom, Group Vice President – Pension Management, ABB Asea Brown Boveri “The Benefits of an Investments in European distressed and high yielding corporate debt” John Sullivan, Partner, Cognis Capital Partners LLP Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee 2005 March “Pension Fund Investment Opportunities in Commodities” Speakers: “How Commodities fit as part of an Investment Strategy” Beat Zaugg, Senior Investment Consultant, Watson Wyatt Zurich “The Outlook for Commodities: what returns can we expect to see over the next ten years?” Arun Assumall, Executive Director, Goldman Sachs International “A Swiss Case Study” Christoph Gort, Member of Investment Team, Pensionskasse Stadt Zurich “A Dutch Case Study” Jelle Beenen, Head of Commodities & Quantitative Strategies, Pensioenfonds PGGM Presentations introduced by Christoph Ryter, Manager, Pensionskasse Alcan Schweiz June “International Real Estate Investment for Swiss Pension Funds – Why? Speakers: “Creating a Real Estate Investment Strategy” Christian Schulte Eistrup, Vice President, Investment Banking Division, Morgan Stanley “The Prospects for International Real Estate” Andrew Smith, Director, Arlington Property Investors “The Implementation of an Investment Strategy in Foreign Real Estate” 4
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History Andreas Reichlin, Partner, PPCmetrics AG, Zurich Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund who also made a short presentation on CERN’s real estate exposure 2005 cont September “Squeezing Higher Returns from your Bond Portfolio” Speakers: “Bond Investment – Yesterday, Today & Tomorrow – The Swiss Pension Fund Experience” Dr. Alexander Dimai, Head of Project-Business & Investment Controller, Complementa Investment Controlling AG “Facing the Reality of a Low Yield World” Mark Brett, Senior Fixed Income Portfolio Manager, Capital International “Use of Derivatives in Fixed Income: Expanding Your Options” Dominic Pegler, Co-Head of Fixed Income Strategy, Barclays Global Investors “New Opportunities: A Case Study on the Asian Bond Fund Initiative” Pierre Cardon, Secretary of the BIS Pension Fund Committee, Bank for International Settlements Presentations introduced by Christoph Ryter, Manager, Pensionskasse Alcan Schweiz December “Pension Funds governance – Developing Excellence” Speakers: “A Swiss Perspective” Dr. Edouard Stucki, Senior Consultant, Watson Wyatt AG “Fee Management and Monitoring” Dr. Franz Schumacher, Partner, PPCmetrics AG “A Contestant’s View of the Beauty parade” Philip Garcia, Head of Client Service EMEA, T. Rowe Price Global Investment Services Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee 2006 March “Private Equity: The When, Why, What and How of the Asset Class” Speakers: “When: The Swiss Environment” Marco Buri, Vice President, Complementa Investment-Controlling AG “Why Invest and What are the Opportunities? ” Sally Collier, Partner, Pantheon Ventures Limited 5
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History “How to Invest and What are the Options? ” Daniel Dubach, Chief Investment Officer, Avadis Vorsorge AG “Where: Emerging Market Opportunities: The Future of Private Equity” James McGuigan, Partner, Global Private Equity Group, Capital International Inc. Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund 2006 cont June “Can you ignore the short-term while investing for the long-term?” Speakers: “When: The Swiss Environment” Marco Buri, Vice President, Complementa Investment-Controlling AG “Overview and how to protect your fund” Nigel Cresswell, Vice President, Morgan Stanley “Coping with the volatility in Emerging Market Equity” Erda Gercek, Country Strategist, Legg Mason International Equities Investing in Bonds for the Long term” Joseph Moody, Principal and Head of Liability Driven Investing (Europe) State Street Global Advisors Presentations introduced by Christoph Ryter, Geschäftsführer, Pensionskasse Alcan Schweiz September “Pooling of Pension Fund Assets and Resources - What are the choices and their advantages and disadvantages?” Speakers: Options for Pooling of Swiss Pension Fund Assets: Michael Baechle, Head Business Development & Client Relationship Management, UBS Fund Management (Switzerland) AG Industry Wide Schemes and Fiduciary Management – A Dutch Case Study: Patrick Groenendijk, Chief Investment Officer, Pensioenfonds Vervoer Pooling for Multinational Pension Schemes Aaron Overy, Vice President, Business Development Pooling EMEA, The Northern Trust Company Sharing Resources in Corporate Governance and Shareholder Voting: Robin Hindle Fisher, Managing Director, Governance for Owners Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee December “Infrastructure Investment: The What, Why, Where and How of the Asset Class” Speakers: Overview of the Market: 6
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History Julian Allen, CFO Infrastructure Investment Group, Goldman Sachs International The Public Private Partnership Market: Robert McClatchey, Managing Director, Barclays Private Equity A Swiss Market Perspective Beat Imwinkelried, Partner, AIL Structured Finance Ltd Presentations introduced by Christoph Ryter, Geschäftsführer, Pensionskasse Alcan Schweiz 2007 March "Implementing Portfolio Rebalancing: Mechanical and/or Tactical – What Makes Sense for your Fund?" Speakers: Overview of the Issues: Franz Schumacher, Partner, PPCmetrics AG Does TAA Add Value?: Frederic Dodard, Head of Asset Allocation and Balanced Portfolio Management, State Street Global Advisors Case Studies: Pierre Cardon, Secretary of the Pension Fund Committee, Bank for International Settlements Daniel Caflisch, Shell Pensions Investment Policy & Advice Silvio Vecchi, Administrator of the Reserve Funds, The European Patent Office Presentations introduced by Christian Cuenoud, Administrator, CERN Pension Fund June ”Real Estate: Are there still good investment opportunities, if so, where are they and what is the best way to access them?” Speakers: An Overview of the Swiss Market: Current Issues and Future Trends: Hans Neukomm, Head of Service Development, Complementa Investment-Controlling AG Global Property Markets: Where are the Future Opportunities: Harry Humble, Investment Director, Real Estate, Standard Life Investments The Indirect market: what are the options, their characteristics and current issues? Lisette van Doorn, Chief Executive, The European Association for Investors in Non-listed Real Estate Vehicles (INREV) Property Derivatives: What are they and how do they work?: Christopher Guth, Executive Director, Macro-Structuring Group, Goldman Sachs International Presentations introduced by Christoph Ryter, Geschäftsführer, Pensionskasse Alcan Schweiz 7
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 8
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2007 cont September ”Looking at New Ways to Manage and Measure your Equity Portfolios: Fundamental versus Cap Weighted Benchmarks” Speakers: Overview of the Issues: Stephan Skaanes, Senior Investment Consultant, PPCmetrics AG Fundamental Indices: Alpha or Beta?: Sabrina Callin, Executive Vice President, StocksPlus & Alpha Transfer Strategies Product Manager, PIMCO Building Portfolios without Prices: David Morris, Founder, Global Wealth Allocation Presentations introduced by Christian Cuénoud Administrator, CERN Pension Fund December "Hedge Funds for Pension Funds: Should they be included in your portfolio and if so, why and how?" Speakers: Hedge Funds for Pension Funds: Why Hedge Funds make sense? Professor Peter Meier, Centre for Alternative Investments, Zurich University of Applied Sciences Hedge Funds - Not Part of PUBLICA's Investment Universe Susanne Haury von Siebenthal, Chief Investment Officer, Swiss Federal Pension Fund PUBLICA Hedge Fund Portfolio Construction Stefan Scholz, Head of Quantitative Analysis and member of the RMF Management Committee Hedge Funds: An Alpha or Beta Investment Joerg Ruetschi, Swiss International Solutions and Strategies Team, Goldman Sachs International Presentations introduced by Christoph Ryter, Geschäftsführer, Pensionskasse Alcan Schweiz 9
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2008 March "The New Alternatives - Where are the Opportunities for Pension Funds to Invest in over the next few years?" Speakers: A Pension Fund Perspective on New Asset Classes Jurg Tobler-Oswald, Deputy Head of Investments, Zurich City Pension Investing in Convertible Bonds Davide Basile, Executive Director, Morgan Stanley Investment Management Global Real Assets George Ochs, Managing Director, Global Product & Investor Strategies, JPMorgan Asset Management Middle East & Africa Investing Nick Beecroft, Portfolio Specialist, T.Rowe Price Global Investment Management The Case for Timber Hendrik Verest, Managing Director, FourWinds Capital Management Catastrophe Bonds and other Event-linked Securities Karsten Bromann, Managing Partner & Chief Risk Officer, Solidum Partners New Alternatives - Closing Comments Michael Brandenberger, President and CEO, Complementa Presentations introduced by Christian Cuénoud Administrator, CERN Pension Fund June "How to make your assets work harder - using your existing cash and securities to full advantage". Speakers: Overview of the Issues Stephan Skaanes, Senior Investment Consultant, PPmetrics Securities Lending Christopher W. Holzwarth, Managing Director, State Street Securities Finance Great taste but less fattening: Adding return whilst reducing risk in today's market Adrian Jackson, Managing Director, Institutional Investment Services, Russell Investments Currency Management Bob Noyen, Chief Investment Officer, Record Currency Management Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee 10
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History September "Dynamically Reviewing Assets, Liabilities and Risk Management - Helping Pension Funds to Manage their Assets in a Volatile Environment". Speakers: Topic Overview: Crucial Questions Jeanette Leuch, Chief Operating Officer & Head of Business Development, Complementa Investment-Controlling AG Dynamic ALM and Modern Risk Management Professor Guus Boender, Chairman, ORTEC Finance Topic: Dynamically Reviewing Assets, Liabilities and Risk Management Joerg Ruetschi, Structured Solutions, Goldman Sachs International Asset Allocation in Stormy Weather Susanne Haury von Siebenthal, Chief Investment Officer, PUBLICA (Swiss Federal Pension Fund) Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee December "The Financial Crisis - What lessons we have learnt so far and what should we do now?" Speakers: The Financial Crisis: What lessons we have learnt so far and what should we do now? Overview and Implications for Swiss Pension Funds. Pascal Frei, Senior Consultant, PPCmetrics Optimal Portfolio vs Optimal Strategy: The need for new investment models Dr. Catherine Blum, Managing Director, Sigman Lotus AG The case for securities lending David Rule, Chief Executive Officer, International Securities Lending Association Challenges and Opportunities for Hedge Funds Looking Forward Thomas Della Casa, Head Research, Analysis and Strategy Group, Man Investments Presentations introduced by Christian Cuénoud Administrator, CERN Pension Fund 11
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History 2009 March "The Management of Cash and Liquidity: Reviewing your Options in the Current Environment" Speakers: The Management of Cash and Liquidity: Overview and Swiss Pension Fund Perspective Michael Brandenberger, President and CEO, Complementa Investment- Controlling AG Cash's Role in an Asset Allocation Dan Phillipson, Vice President and Product Manager, PIMCO Europe Liquidity Constraints Challenge Money Market Investors Martin Oetiker, Senior Portfolio Manager, State Street Global Advisors Currency Management Issues Dmitri Tikhonov, Client Director, Record Currency Management BIS Paper Pierre Cardon, Secretary of the Pension Fund Committee, Bank for International Settlements. Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee June "Pension Fund Governance Issues in Today's World: What Lessons have we Learnt?" Speakers: Fiduciary Management, Risk Management and where Strategy meets Tactics Robert Hayes, Managing Director, Strategic Advice & Solutions Team, BlackRock Implications of the Financial Crisis on Asset Allocation Dr. Stephan Skaanes, Senior Investment Consultant, PPmetrics What Lessons have we Learned: A Pension Fund Perspective Urs Fischer, President of the Investment Committee, Pensionskasse Alcan Schweiz Presentations introduced by Christoph Ryter, Geschäftsführer, Pensionskasse Alcan Schweiz September "Active Equity and Bond Management: Do Managers really earn the fees they charge?" Speakers: The Case for Indexing Paul Lohrey, Chief Investment Officer, Vanguard Investments Europe Back to Basics: High Quality Active Management Laura Bottega, Senior Portfolio Specialist, Morgan Stanley Investment Management Combining Active and Passive Management in a Global Portfolio Context Christoph Rieche, Goldman Sachs Pension & Insurance Group Is it possible to beat the Index after costs most of the time? Philippe Lüthy, Senior Investment Consultant, Complementa 12
    • The European Pension Fund Investment Forum Swiss International Division - Meeting History December "Inflation/Deflation - What strategies are right for your fund?" Speakers: Inflation or Deflation: Overview and the role of currencies and commodities Patrick Zweifel, Senior Economist, Fixed Income Team, Pictet Asset Management Inflation-linked Bonds - An Overview Sandra Haasis, Senior Asset Management Specialist, BIS Banking Inflation or Deflation: What impact do they have on the financial situation of a pension fund? Dr. Stephan Skaanes, Senior Investment Consultant, PPCMetrics AG Inflation or Deflation - Implications for Your Portfolio Michael Althof, Real Return Portfolio Manager, PIMCO Europe Ltd The Inflation Threat: Capital markets and investment strategy implications Martyn Hole, Senior Vice President, Capital International Presentations introduced by Pierre Cardon, Secretary, Bank for International Settlements Pension Fund Committee 2010 March "Custodian Services in a Global World - Are Swiss Funds adopting International Best Practice?" Speakers: The role of a custodian - what services are in demand and why? Penelope Biggs, Head of Sales, Marketing, Product and Strategy EMEA, Northern Trust Custodian Services - What issues face pension funds? Jeanette Leuch, Chief Operating Officer, Complementa Investment Controlling Global Custody - A Couple of Questions... Susanne Haury von Siebenthal, CIO/Leiterin Asset Management, Swiss Federal Pension Fund PUBLICA Custody in a Multinational Environment Ron Steijn, Group Vice President, ABB Asea Brown Boveri Ltd. Presentations introduced by Nicholas Niggli, Chairman, The World Trade Organisation Pension Plan Management Board 13
    • The European Pension Fund Investment Forum Joint International Seminars In addition, members of the Swiss International Forum were invited to The European Pension Fund Investment Forum’s Joint International Seminars. Please see below. 2002 September Pension Fund Governance and the Investment Implications of Accounting Scandals Held at The Berkeley Court, Dublin, Ireland New Challenges for Investors Jim O’Neill, Managing Director, Head of Global Economic Research, Goldman Sachs International The Implications of Enron/WorldCom for Stock Investment F. William Jump, Director, Global Product Strategy, Axa Rosenberg Investment Management David Stewart, President of UK and European Institutional Business, Fidelity Investments The Implications of Enron/WorldCom for Bond Investment Joe McDevitt, Chief Executive, PIMCO Europe Ltd. Ron Layard-Liesching, Managing Director, Pareto Partners Pension Fund Governance Under the Microscope Alan Rubenstein, Managing Director, Morgan Stanley Martin Jack, Director, Retirement Funds Europe, IBM Retirement Funds Europe A Look at the Irish Pension Scene Irish National Pensions Reserve: A Case Study John Corrigan, Chief Investment Officer, National Treasury Management Agency Irish Occupational Pensions John Feely, Chairman, Irish Association of Pension Funds 2003 September Asset Allocation in Today’s Challenging Environment Held at The President Wilson Hotel, Geneva, Switzerland Setting the Stage: Risk Issues for Pension Funds Michael Brandenberger, President & COO, Complementa Investment-Controlling AG Current Asset Allocation Issues for Pension Funds Richard Horlick, Global Head of Institutional Business, Schroders plc Strategic Asset Allocation Ken Kroner, Managing Director, Head of Global Market Strategy Group, Barclays Global Investors Roland van den Brink, Managing Director, Bedrijfstakpensioenfonds Metalektro (PME) Portable Alpha John Gillies, Director of Consulting, Frank Russell Company Curt Custard, Director, Allianz Dresdner Asset Management 14
    • The European Pension Fund Investment Forum Joint International Seminars 2003 Continued TAA- Current Issues and Implementation Strategies Kurt Winkelmann, Co-Head of Global Investment Strategy Group, Goldman Sachs Asset Management Peter Keutgens, Investment Consultant, Watson Wyatt LLP Pension Fund Case Study Christian Cuenoud, Administrator of the Fund, CERN Pension Fund 2004 September The New World of Asset Allocation Held at The Sheraton Hotel, Stockholm, Sweden Asset Allocation – How the New World Works Tom Fearnley, Senior Economist, Governor’s Staff for Investment Strategy, Norges Bank Roger Urwin, Head of Global Practice, Watson Wyatt Investment Services How Pension Funds are Tackling the New World Angela Docherty, Senior Corporate Investment Consultant, Unilever plc Nick Mustoe, Chief Investment Officer, Hermes Pensions Management Ltd Niels Kortleve, Senior Investment Strategist, PGGM Overlay Strategies Raymond Iwanowski, Managing Director, Co-CIO, Quantitative Strategies, Goldman Sachs Asset Management Neil Record, Chairman & Chief Executive, Record Currency Management Equity Strategies Torben Vangstrup, Partner, ATP Private Equity Partners Mark Reinisch, Director, Financial Risk Management Ltd. Ewa Borowska, Executive Director, Morgan Stanley Global Brands Fund Bond Strategies Jon Exley, Senior Consultant, Mercer Investment Consulting Marc van Heel, Director of Business Development Benelux, PIMCO Europe Ltd. Bruno Crastes, Chief Investment Officer, Crédit Agricole Asset Management The Swedish Premium Pension System Professor Karl-Olof Hammarkvist, Stockholm School of Economics Panel Session on The Swedish State System Professor Karl-Olof Hammarkvist, Stockholm School of Economics Peter Norman, Sjunde AP-fonden Jan Bernhard Waage, Wassum Investment Consulting AB Panel Session on The Swedish Occupational Pension System Peter Antonsson, Telia Pension Fund Bengt Edstrom, Vattenfall Insurance Johan Sidenmark, Nordea Investment Management 15
    • The European Pension Fund Investment Forum Joint International Seminars 2005 September Backcasting: Looking at Asset Allocation Five Years Ahead and what happened along the way Held at The Hilton Hotel, Antwerp, Belgium Anticipating the Future: Lessons We Can Learn (a) You don’t have to speculate to accumulate Lindsay Tomlinson, Vice Chairman, Barclays Global Investors (b) The Influence of Pension Provision on the Development of the World Economy. Roger Nightingale, Independent Consultant Asset Liability Modelling: Relevance or Obsolescence John Gilles, Director of investing, Russell Investment Group Abdallah Nauphal, Chief Investment Officer, Insight Investment Equities: Will the Pendulum Swing Back? David Warren, CEO & president, T Rowe Price International Piers Westerman, Global Head of Institutional Sales, Man Investments Bonds: A Match Made in Heaven or Hell? Nigel O’Sullivan Managing Director, European Pension & Insurance Group, Goldman Sachs International Marino Valensise, Head of Fixed Income and Currency, Baring Asset Management What are Pension Funds Doing to Meet Future Challenges? Petri Kuusisto, Researcher (previously Director, Investments), Varma Mutual Employment Pension Insurance Company Bart de Coster, Corporate Treasurer and Pension Fund Manager, Antwerpse Waterwerken A Look at the Belgian Pension Fund Industry Hugo Clemeur, Secretary General, The Belgian Pension Fund Association The Implementation of the IORP Directive Chris Verhaegen, Secretary General, The European Federation for Retirement Provision 2006 September Asset Allocation – Finding the Edge Held at The Bellevue Palace Hotel, Bern, Switzerland Organising the Asset Allocation Decision Dr Tom Fearnley, Senior Adviser, Governor's Staff for Investment Strategy, Norges Bank Michael Moloney, Head of Strategy, Mercer Investment Consulting Engagement: Making your Assets Sweat through Public & Private Investments Mark Hyde Harrison, Pension Fund Investment Director, Barclays Bank Plc Dr Stephan Howaldt, Chief Executive, Hermes Focus Asset Management Europe Searching the Asset Classes and World for Success Gerlof de Vrij, Global Tactical Asset Allocation, Stichting Pensioenfonds ABP Fund Kjell Sundström, Chief Executive Officer, The Abo Akademi University Endowment Fund 16
    • The European Pension Fund Investment Forum Joint International Seminars 2006 Continued LDI: Questioning its Validity over the Long-term and How to Profit from an LDI World Olivier Poswick, Head of Portfolio Management, Suez-Tractebel s.a. Niall Quinn, Business Development Director, Gartmore Investment Management A Look Ahead: The Key Issues of the Next Five Years Peter Lord, Managing Director, European Institutional Business, Fidelity Investments Rolf Banz, Chief Investment Architect, Pictet Asset Management A Look at the Swiss Pension Fund Industry Michael Brandenberger, Chief Executive Officer, Complementa Investment-Controlling AG Case Studies on Swiss Pension Funds including: Dr Susanne Haury von Siebenthal, Head of Asset Management, The Swiss Federal Pension Fund (PUBLICA) Jürg Tobler, Chief Strategist, City of Zurich Pension Fund 2007 September Asset Allocation: Implementing Cutting Edge Thinking – Turning Theories into Practice Held at The Macdonald Randolph Hotel, Oxford Mature Societies: planning for our future selves Addressing the Implications of Global Ageing Prof. Sarah Harper, Director, Oxford Institute of Ageing at Oxford University & Global Advisor on Ageing Issues to HSBC Where is the latest thinking coming from? Mark Hooker Senior Managing Director, Head of the Advanced Research Centre (ARC), State Street Global Advisors Timo Loyttyniemi, Managing Director, The Finnish State Pension Fund Forward thinking on ALM Kerrin Rosenberg, Chief Executive Officer, Cardano UK Roderick Molenaar, Senior Researcher (ALM & Risk), ABP Investments Chris Milner, Head of European Pensions and Insurance Strategy Group, Goldman Sachs International Is Reward for Risk too Low? Michael O’Brien, Managing Director & Head of Institutional Business, Barclays Global Investors Europe Frits Fiene, Managing Director, WorldView Investment Management Diversification: Why should you and can you rely on it? Roger Urwin, Global Practice Director, Investment, Watson Wyatt Worldwide Alan Brown, Group Chief Investment Officer, Schroders Paul Haines, Investment Director, DMGT Pensions 17
    • The European Pension Fund Investment Forum Joint International Seminars 2007 Continued Implementation: From Principles to Practice Michael Pratten, Director, Asset Allocation Strategies EMEA, Wellington Management International Penny Green, Chief Executive, the Superannuation Arrangements of the University of London (SAUL) Peter Norman, Executive President, AP-Fonden 7 Make Private Equity History Jeremy Coller, Chief Executive Officer, Coller Capital: A Look at UK Pension Funds Overview: Andrew Kirton, European Head of Investment Consulting, Mercer Investment Consulting Case Studies on Local Pension Funds including: Jenny Hydari, Assistant Head of Finance, Oxfordshire County Council Chris Hitchen, Chief Executive, Railways Pension Trustee Reg Hinkley, until recently Chief Executive Officer, BP Pension Trustees 2008 September Risk & Diversification Management in Volatile Markets: What should Pension Funds be doing? Held at The Marriott Hotel, Copenhagen The Credit Crunch: Have we reached the Turning Point or is there More to Come? Alan Rubenstein, Managing Director and Head of Pensions Advisory Group, Lehman Brothers Michael Gordon, Global Head of Institutional Investment, Fidelity Investments How Best should Portfolio Risk be Managed and What Lessons can be Learned? Ed Fishwick, Managing Director and Co-Head of Risk & Quantitative Analysis, BlackRock Serge Cadelli, Chief Operating Officer and Chief Risk Officer, RMF Investment Management Understanding and Managing a Fund’s Operational Risks Abraham L. Wons, Director, Operational Risk Management, Wellington Management Paul Smith, Credit Risk Executive, JPMorgan Worldwide Securities Services EMEA Pension Fund Assets and Liabilities – How can you Manage your Risk Effectively? Patrick Rudden, Global Head Institutional Investment Solutions, Alliance Bernstein David Millar, Investment Director, Multi-Asset Investing, Standard Life Investments What are Pension Funds Doing and What Should they be Considering? Dan Bergman, Head of Risk Allocation, AP-fonden 3 (Third Swedish National Pension Fund) Tom Arild Fearnley, Investment Director, Ministry of Finance (Norway) Patrick Groenendijk, Chief Investment Officer, Pensioenfonds Vervoer (Netherlands) Stuart Stephen, Group Pensions Director, Lloyds TSB Group After-dinner Presentation: The Future Carsten Beck, Director of Research, Copenhagen Institute for Future Studies Overview of the Danish Pension Fund System Per Bremer Rasmussen, Chief Executive Officer, Danish Insurance and Pension Association Pension Fund Case Study: Paul Brüniche-Olsen, Chief Executive Officer, Lærernes Pension (Denmark) Developments and Trends in Investment for Danish Pension Funds 18
    • The European Pension Fund Investment Forum Joint International Seminars Peter Preisler, Director, Head of EMEA, T. Rowe Price Global Investment Services 2009 September Preparing for the Road Ahead - Scenario Planning in an Uncertain World. Held at Hotels van Oranje, Noordwijk aan Zee, The Netherlands Scenario Planning Charles Dumas, Director and Head of the World Service, Lombard Street Research John Gillies, Director, Investment Strategy and Advice, Russell Investments Related Governance issues – around decision-making/trigger levers Tim Hodgson, Senior Investment Consultant, The Thinking Ahead Group, Watson Wyatt Frank Jan de Graaf, Professor of International Business at Hanze University of Applied Sciences, The Netherlands Behavioural Finance Rick di Mascio, Chief Executive, Inalytics Paul Shutes, Client Portfolio Manager, European Equity Group, JPMorgan Asset Management Asset Allocation/Rebalancing Michael Arone, Vice President, Head of Europe, Middle East & Africa (EMEA), Product Engineering, State Street Global Advisors Percival Stanion, Head of Asset Allocation, Baring Asset Management Scenario Planning Edwin Meysmans, Managing Director, Pensioenfonds KBC Jaap van Dam, Managing Director Strategy, PGGM Investments Chris Hitchen, Chief Executive, Railways Pension Trustee Co. Wanjiru Kirima, Trustee Support, Shell Global Pensions Overview of the Dutch Pension System Andries Veurink, Supervisory Department, De Nederlandsche Bank (DNB) Philip Jan Looijen, Director, Fiduciary Management, Mn Services Vermogensbeheer Corporate Pension Funds Piet van der Graaff, Policy Adviser Financial Markets, The Dutch Association of Company Pension Funds (OPF) Eric Huizing, Director Investments, Ahold Pensioenfonds Bert Tibben, Investment Manager, Stichting Nedlloyd Pensioenfonds Industry-wide Schemes and how they respond Willem Noordman, Chairman of The Dutch Association of Industry-wide Pension Funds (VB) Patrick Groenendijk, Chief Investment Officer, Pensioenfonds Vervoer 19