19 May agenda

Welcome and introduction, Defaqto 10:00-10:05
CPD Learning session 1 10:05 – 10:35
How future pensioners may use retirement income and the role that guaranteed income may play in
these strategies, presented by Daniela Silcock, Head of Policy Research, The Pensions Policy Institute
Learning objectives
Explain how future pensioners’ needs and characteristics may differ from those of today’s
Identify how needs can change during retirement and what this may mean for future pensioners
Explain what archetypes of retirement needs/circumstances may look like
Summarise how retirement income strategies might affect standards of living and income sustainability 


CPD Learning session 2 10:35 – 11:00
How Defaqto looks at Investment options for Income, presented by Patrick Norwood CFA, Investment Consultant, Defaqto
Learning objectives:
Explain the investment options available for income
Summarise the income options available to advisers

5 minute break 11:00-11:05

CPD Learning session 3 11:05 – 11:35
The return of yield & what it means for multi-asset income portfolios, presented by Conor Hamilton, Investment Solutions, Director, UBS Asset Management
Learning objectives:
Gain an understanding of the macroeconomic environment
Risks and opportunities ahead
Introduction to the UBS Global Diversified Income Fund

CPD Learning session 4 11:35 – 12:05
Four seasons in one day, presented by Paul Flood, Portfolio Manager, BNY Mellon
2022 was a year that many may wish to forget with enough “once in 200 year” events to last a millennia. Investing has many parallels with the weather in that each day can look much like the previous until the summer sun is abruptly betrayed by the storms of Autumn. Many market forecasters and all-weather strategies were left looking embarrassingly wrong in 2022, betrayed by models that relied on historical data sets being a reliable predictor of the future, including the traditional 60/40 portfolio. At the risk of looking like Michael Fish in the 1980’s, Newton discusses what we should expect for the future and how we should prepare for the unexpected?

Learning Objectives:
Identify the drivers of UK inflation
Summarise the implication for fixed income
Describe the outlook for equities
Define other asset classes to complement a
multi-asset portfolio

5 minute break 12:05-12:10

CPD Learning session 5 12:10 – 12:40
Strategies and Assets in Wealth Preservation
Presented by Mike Pinggera, Head of Multi-Strategy, Sanlam Investments
Learning objectives
Describe the importance of portfolio diversification in delivering desired outcomes and controlling risk
Identify how to assess valuations in asset pricing and the value of exploiting undervalued stock for investors
Understand optimal investment terms and the importance of patience to investors

CPD Learning session 6 12:40 – 13:10
Fat, Old and Rich
Presented by Ben Funnell, Head of Investment Solutions, CCLA
Learning objectives 
Describe how key long-term macro trends should frame our thinking regarding where the best investment opportunities are
Which companies are likely to benefit from the current macro environment
What investors should expect going forward and what can be done about it

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