1. Art and Diseño

FIDUCIARY INVESTORS SYMPOSIUM OXFORD APRIL 2015
The Fiduciary Investors Symposium brings global investors together to examine the management of
fiduciary assets in both investment strategy and implementation, including the latest thinking relating
to asset allocation, risk management, beta management and alpha generation.
As institutional investors grow in asset size and power, bring more investments in house and demand
more of their service providers, it is essential that they are equipped with contemporary thinking and
technology.
Drawing on some of the world’s leading investment thinkers, this event will co-ordinate academics
specialising in macroeconomics, investment management, behavioural finance and organisational
design to enable the education of institutional investors on best practice as it applies to asset
allocation and investments, governance and decision-making.
DELEGATE PROFILE
The Fiduciary Investors Symposium is a bi-annual event for the senior investment professionals at
large institutional investors around the globe.
The audience is made up of pension funds, sovereign wealth funds, as well as investment consultants
and academics. Held over two days, the symposium will enable institutional investors to engage with
industry thought leaders in academia and practice in a collegiate environment that promotes shared
discussion.
The on-campus venue will also facilitate a unique space for different thinking and discussion, and
allow tours of different university faculties.
MEDIA PARTNER
www.top1000funds.com is the news and analysis site for the world’s largest institutional investors.
Focusing on investment strategy and implementation, it is populated by original news stories, case
studies and research that relate directly to the work of investment professionals at pension funds,
endowments and sovereign wealth funds.
One of its defining characteristics is truly global content that focuses on the investment strategies,
portfolio construction and implementation techniques used by institutional investors.
KEY CONTACTS
Amanda White
Director of institutional content
[email protected]
+61 2 9227 5710
+61 417 462 837
Colin Tate
Chief executive
[email protected]
+61 2 9227 5702
+61 412 641 099
VENUE
Rhodes House, Oxford University, Oxford, England
Elena Chatz
Conference operations manager
[email protected]
+61 2 9227 5708
+61 401 323 843
AGENDA
Sunday April 19, 2015
Tour of Oxford campus
Welcome cocktails
Bodleian Library
Monday April 20, 2015
Welcome address
 Sandra Robertson, chief investment officer, Oxford University endowment
Divergence in the global macro environment
 Jeff Gardner, portfolio strategies, Bridgewater
Macro economics in Europe
 Professor David Vines, professor of economics, University of Oxford
Continued slow economic growth and the impact on asset allocation
 Toby Nangle, head of multi-asset, Threadneedle Investments
 Jaap van Dam, head of strategy, PGGM
Macro diversification – how investors can diversify risk
 Tom Clarke, partner and co-portfolio manager, William Blair Macro Allocation Fund
 Peter Wallach, head of the pension fund, Merseyside Pension Fund
Governance on steroids
Three of the world’s leading lights on governance will discuss the need to transform governance and
culture at large institutional investors, including pension funds, in order to set them up for growth and
investment best practice.
 Keith Ambachtsheer, director emeritus of the Rotman International Centre for Pension
Management
 Gordon Clark, professor and director of the Smith School of Enterprise and the Environment,
Oxford University
 Roger Urwin, head of content, Towers Watson
A systemic approach to factor investing
 Professor Andrew Ang from Columbia University will discuss his book
 Tony Broccardo, chief executive of Oak Pension Asset Management, chief investment officer
of Barclays UK Retirement Fund
 Henrik Jepsen, chief investment officer, ATP
Conference dinner
Medieval Hall, Magdalen College
Tuesday April 21, 2015
Climate change and asset owners
This session will explore the science of climate change with one of University of Oxford’s leading
scholars on the topic. Asset owners will respond, demonstrating how they have positioned their
portfolios for low-carbon mandates.
 Myles Allen, Professor of Geosystem Science in the School of Geography and the
Environment, University of Oxford and Head of the Climate Dynamics Group in the
University's Department of Physics
 Jane Ambachtsheer, partner and global head of responsible investment, Mercer
 Mark Mansley, chief investment officer, EAPF
 Deborah Ng, portfolio manager, asset mix and risk, Ontario Teachers’ Pension Plan
Alternative income streams
What are the opportunities outside traditional income streams and how do investors fit these into
their portfolios
 Payson Swaffield, chief income officer, Eaton Vance
 Chetan Ghosh, chief investment officer, Centrica Pension Fund
Infrastructure
 Bent Flyvbjerg, the first BT Professor and Chair of Major Programme Management at Oxford
University and the founding Director of Oxford University’s BT Centre for Major Programme
Management
 Cressida Hogg, managing director and head of infrastructure, CPPIB
The future of the investment business
Panellists discuss the evolution of service provider relationships, investments, internal operations and
fiduciary duty.
 Mark Fawcett, chief investment officer, NEST