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Past Events

Event
Investment Conference
Details
Date:
14/03/2013
Time:
8.00 for 8.30am - 1pm
Venue:
Convention Centre
CPD Hours:
4
Calendar:
Price:
Funds: €100*
Practitioners: €350
Non Members: €500

* Group Discount available for Funds only.
Please see booking section below for details.

Sponsors
Gold Sponsors
 
J.P. Morgan
Legal & General

“Investing in Challenging Times”

This conference will consider the investment issues currently facing pension schemes. While many assets have shown strong returns in recent times trustees are coming under pressure to take on less risk. How can this be balanced with the need to obtain returns in order to keep schemes sustainable and provide decent retirement income for members?

This Conference has been accredited 4 CPD hour by the LIA (LIA Ref: O-0320 & IOB Ref:. 2013-0453) and 4 CPD hours by the IIPM. If you have a query relating to CPD hours please contact the relevant awarding body.

 

 

Time Subject
8.30 Welcome, Conference Chair
John Griffith, Chair - IAPF Investment Committee
  Initial Results from the Investment Survey
Ireland: Regaining Creditworthiness
John Corrigan – NTMA
How funding rules are influencing investment strategy

Panel Discussion
Conor Daly – Partner, LCP Ireland
Pat O’Sullivan – Pensions Board
Jerry Moriarty - IAPF

Audience Q&A
Defined Contribution – Where Next?
Nigel Aston – Head of UK DC, State Street Global Advisors
Audience Q&A
10.30 BREAK
11.00 Guide to the Markets – Inflation
Dan Morris – Global Market Strategy Team, JP Morgan

Panel Discussion
Marie Hunt – CBRE
Brendan Lacey – Irish Forestry Unit Trust
Colm Ryan – Goodbody

Audience Q&A
Long-Term Consequences of a Short-Term Investment Horizon
Edmund Bellord – GMO
Audience Q&A
Panel Discussion - Closing Pension Scheme
Chaired by: Jerry Moriarty – IAPF

Eoin Parsons – Standard Life Assurance
Paul Dolan – An Post Superannuation Schemes
Close, Conference Chair
John Griffith, Chair - IAPF Investment Committee
13.00 Lunch

Please note conference topics and timings are subject to change


John Griffith
Senior Business Development Manager
Kleinwort Benson Investors

John has 23 years experience in the pension investment industry. For 10 of those years John managed Sovereign bond portfolios and the past 6 years have been spent working in business development roles. Through his various roles John has acquired extensive knowledge of the pension investment sector. John graduated from St Patrick’s College Maynooth with an Honours degree in Economics and Sociology in 1989.

John Corrigan
Chief Executive
National Treasury Management Agency (NTMA)

John Corrigan was appointed Chief Executive of the National Treasury Management Agency (NTMA) with effect from 4 December 2009. The NTMA is an institution established by the Irish parliament which has responsibility for the management of a wide range of public assets and liabilities.

As Chief Executive of the NTMA he is Chair of the National Development Finance Agency and is also a member of the board of the National Asset Management Agency and of the National Pensions Reserve Fund (NPRF). He is also a member of the board of the Irish Stock Exchange. He joined the NTMA in 1991 where he has had a number of responsibilities at Director level, including responsibility for funding and debt management and, more recently, for the NPRF. He played a leading role in negotiating the terms of the Government’s recapitalisation of the Irish banks via the NPRF.

Before joining the NTMA he held the position of Chief Investment Officer of AIB Investment Managers, having previously worked in the Department of Finance. He is a graduate of University College Dublin and is a former chairman of the Irish Society of Investment Analysts.

Conor Daly
Senior Consultant & Partner
Lane Clark and Peacock

Conor is a senior consultant and partner with Lane Clark and Peacock. Conor has almost 20 years’ experience advising trustees on defined benefit pension scheme funding and investment. He is a fellow of the Society of Actuaries in Ireland.

Conor was a founding partner of HLD Actuarial Consultants in 2001 following previous employments with Mercer and PwC. In 2008 HLD merged with international consultancy firm Lane Clarke and Peacock.

Conor currently acts as Scheme Actuary to a number of significant Irish pension schemes.

Pat O’Sullivan
Head of Funding and Actuarial Services
The Pensions Board

Pat O’Sullivan is an actuary and is Head of Funding and Actuarial Services at The Pensions Board with responsibility for the regulatory supervision of defined benefit schemes and the provision of actuarial advice to the Board. Pat also represents the Board at the EIOPA Occupational Pensions Committee and is a member of EIOPA’s Review Panel working group.

Pat joined the Board in 2007 as Actuarial Adviser to the Board. Prior to joining the Board, Pat worked in life assurance and in pensions actuarial consultancy.

Pat is a former member of the council of the Society of Actuaries in Ireland is also a Fellow of the Institute of Actuaries.

Jerry Moriarty
CEO
IAPF

Jerry Moriarty is CEO of the Irish Association of Pension Funds having joined as Director of Policy in 2007. As the voice of Irish pensions, the IAPF represents the interests of scheme members, trustees and sponsoring employers. Its members provide retirement security to over 260,000 employees, pay pensions to nearly 90,000 people and are responsible for some €72bn in retirement savings.

The IAPF liaises with Government and the regulator to ensure policy supports and encourages pension provision. It also provides guidance and education to trustees of pension schemes.

Jerry was Head of Compliance with the regulator, the Pensions Board, for 6 years. Between February 1994 and October 2001 Jerry worked as a senior manager in various Pensions Technical roles with Sun Life Financial of Canada in the UK. He commenced his career with Irish Life in Dublin in 1989.

Jerry is a frequent contributor to the Irish media on pensions issues. Jerry also joined the board of PensionsEurope in November 2012.

Nigel Aston
Head of UK DC
State Street Global Advisors

Nigel is a Managing Director of State Street Global Advisors and the Head of UK Defined Contribution. He brings to the role a strong client service background in addition to experience in leading sales teams and driving product development. He has been involved with retirement investment products for more than 20 years and with workplace DC plans exclusively since 1999.

Prior to joining SSGA, Nigel was a director at data company DCisions, a technology start-up focused on understanding the behaviours and outcomes of workplace savers through data analytics. He was responsible for sales and marketing, long-term commercial relationships, and product and service delivery. He was also the key company liaison with industry, government and regulatory bodies. His previous experience includes time as head of strategy and propositions at Standard Life where he was responsible for defining and executing the firm's DC pensions approach and a number of roles at AXA including investment strategy director and key account director within its corporate benefit solutions division. He began his career at Sun Life as senior sales consultant.

Nigel is a frequent commentator on DC pension issues in the press as well as being a regular speaker at conferences. He sits on the Pension Management Institute (PMI) External Affairs Committee and Tax Incentivised Savings Association (TISA) Retirement Council. Nigel holds a bachelor's degree in English literature from the University College of Wales, Aberystwyth and is IMC qualified.

Dan Morris
Market Strategist
JP Morgan Asset Management

Dan Morris, executive director, is a strategist responsible for delivering market analysis and insight to clients in Europe. He is a frequent guest on CNBC, Bloomberg, and other TV channels and is widely quoted in the press. Prior to joining J.P. Morgan Asset Management, Dan was the Senior Equity Strategist at Lombard Street Research and before that part of the Institutional Investor-ranked portfolio strategy team at Banc of America Securities in New York.

Dan began his career covering Latin American equity markets at BT Alex. Brown and Dresdner Kleinwort Benson. He holds an MBA from the Wharton School and a Masters in International Relations from John Hopkins’ School of Advanced International Studies. His undergraduate degree is in Mathematics from Pomona College and he is a CFA charterholder.

Marie Hunt
Executive Director Research and Consultancy
CBRE

Almost 18 years ago, Marie Hunt established the research department at CBRE Ireland, which is now regarded as one of the most authoritative sources of property information in the Irish market.

A regular commentator in the Irish media on property matters, Marie produces a range of property market publications and carries out specialist consultancy work on behalf of a broad range of institutional, private and public sector clients.

Marie is a chartered surveyor and a Fellow of the Society of Chartered Surveyors, Ireland. She was appointed to the Board of CBRE in 2005.

Brendan Lacey
Chief Executive
Irish Forestry Unit Trust (IForUT)

Graduated from University College, Dublin with an honours degree in Forestry in 1984. He has worked in several forestry related areas including forest management, forest pathology, crop biometrics and economic analysis.

In 1990 he was appointed company treasurer with Coillte, the Irish State owned forestry company, where he had responsibility for corporate funding and also developed specific forest related funding structures in addition to tax based finance.

Since 1994 he has served as chief executive of the Irish Forestry Unit Trust (IForUT), a fund for Irish pension funds and charities investing in forestry. In 2009 IForUT launched a sister fund, the North American Forestry Investment Trust (NAFIT), which invests in North American Forestry on behalf of Irish Revenue authorised investors, which he also manages.

He has served as a council member of the Society of Irish Foresters and is currently chairman of both the Irish Timber Growers Association and the forest certification body PEFC Ireland. He was appointed by the Minister for Agriculture as forestry representative to the Departmental 2020 strategy review committee for the agriculture and food industries in Ireland. His work with IForUT has extended from Ireland to the US, Canada, Finland, Estonia, Latvia and the UK.

Colm Ryan
Head of Fixed Income
Goodbody Stockbrokers

Colm joined Goodbody Stockbrokers in 2011 and has over 17 years’ experience working in bulge bracket Investment banking Institutions. Having started his career at Kleinwort Benson as a graduate trainee, trading convertible securities he moved to a structuring role for Asset Backed Security transactions. In his distribution capacity Colm has specialised in Tax based transactions, High Yield credit, Structured Product, Investment Grade and Emerging Market Credit. He has managed and built highly successful sales teams at Deutsche Bank, Goldman Sachs and Royal Bank of Scotland across a diverse range of business areas. In his various roles Colm was part of the structuring team for the European master trust programme for Discover Card. Has worked on the structuring and execution of various tax based transactions for European financial institutions. Has advising specific UK based pension funds on core credit portfolio holdings. Structuring and distribution of various CLO/ CDO type structures. Managed the marketing and placement of debt for various corporate, utility and financial issuers. Colm held senior roles in the capital markets development team at Goldman Sachs and Royal Bank of Scotland. Colm has a background in accountancy.

Edmund Bellord
GMO

Edmund is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2008, he was a senior portfolio manager at State Street Global Advisors Capital Management. Previously, he worked at Mellon Capital Management as a strategist. Edmund earned his M.A. in Economics from the University of Edinburgh in Scotland and his MBA at the University of California in Berkeley.

Eoin Parsons
Trustee
Standard Life Ireland

Eoin Parsons is a Senior Manager in Standard Life Ireland, having joined in 1999. Eoin has worked in a variety of Finance Management roles and is currently responsible for driving business performance across it's Irish and International business units. He is a qualified accountant (FCCA) and completed an MBA from Open University in 2010.

Eoin was appointed as Trustee of Standard Life Ireland's Defined Benefit Staff Pension Scheme in 2008 and is a member of the Scheme's Investment Subcommittee. In January 2010, Standard Life closed the DB scheme to new members, introduced a Career Average Retained Earnings (CARE) scheme for existing members and a DC scheme for new entrants. At the end of 2011, the DB scheme had 674 members. Standard Life Ireland won the DB Pension Scheme of the Year award at the inaugural Irish Pensions Awards in 2012.

Paul Dolan
Secretary
An Post Superannuation Scheme

Paul Dolan has been Secretary of the An Post Superannuation Schemes since 2002, is a qualified accountant and holds a MSc in the Application of Accounting in IT from DCU. Prior to his involvement with the Schemes, Paul held a number of accounting roles within An Post. The An Post Scheme has approximately 10,000 active members and just over 5,000 pensioners, with 2,000+ deferred pensioners.