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Dublin, 11–12 November 2014
Entering the Upswing? Charting a Course for Investment Success
AGENDA
PRE-FORUM RECEPTION, 10 NOVEMBER
Monday, 7:00 pm to 9:00 pm, Junior Ballroom, Level 4, The Four Seasons
TUESDAY, 11 NOVEMBER
TIME
SESSION/SPEAKER(S)
LOCATION
8:00–8:45
Breakfast
Junior Ballroom
8.45–8:55
Master of Ceremonies – Day One
Mairead O’Mahony, Investment Consultant
Main Ballroom
8:55–9:15
Welcome and Opening
Brian Griffin, Investments Business Leader, Ireland
Andrew Kirton, Investments Business Leader, EuroPac
Main Ballroom
9:15–9:55
Setting the Strategic Scene: Mercer’s Research Agenda
Deb Clarke, Investment Research Global Leader
Phil Edwards, Director of Strategic Research, Europe
Main Ballroom
9:55–10:50
Keynote Address
Dr. Nick Southgate, Behavioural Economics Specialist
Main Ballroom
10:50–11:20
Break
Ballroom PreFunction
11:20–11:50
Charting a Course to 2020: What Next for DB?
Norbert Fullerton, Investment Strategy Specialist, Financial Strategy Group
David O’Sullivan, Head of Dynamic De-Risking Solution, Ireland
Main Ballroom
11:50–12:20
DC Comes of Age
Niall O’Callaghan, DC Leader, Ireland
Jenni Kirkwood, DC Specialist
12:20–1:30
Lunch
Junior Ballroom
1:30-2:15
2:15–2:45
2:45–3:10
Alternative Routes to Finding Returns
Chair: Eamonn Liddy, Senior Investment Consultant
Mike Forestner, Director of Private Markets
Robert Howie, Manager Researcher, Alternatives Boutique
Paul Richards, Head of Real Estate Boutique, Europe
Amarik Ubhi, Manager Researcher, Alternatives Boutique
Main Ballroom
BREAKOUT SESSIONS I
To Hedge or Not To Hedge
Paul Kenny, Investment Consultant
Hibernia 1
Equity Market Protection
Gerard Sheehan, Investment
Consultant
Julien Halfon, Financial Strategy
Group Consultant
Junior Ballroom A
DC Investment Principles —
What Actions Can We Take?
Phil Parkinson, DC Specialist
Grainne Newman, Investment
Consultant
Junior Ballroom B
The Many Facets of Multi-Asset
Strategies
Jelle Beenen, Global Head,
Alternatives Boutique
Robert Howie, Manager
Researcher, Alternatives Boutique
Main Ballroom
BREAKOUT SESSIONS II (Room Locations TBA)
To Hedge or Not To Hedge
Paul Kenny, Investment Consultant
Hibernia 1
Equity Market Protection
Gerard Sheehan, Investment
Consultant
Julien Halfon, Financial Strategy
Group Consultant
Junior Ballroom A
DC Investment Principles —
What Actions Can We Take?
Phil Parkinson, DC Specialist
Grainne Newman, Investment
Consultant
Junior Ballroom B
The Many Facets of Multi-Asset
Strategies
Jelle Beenen, Global Head,
Alternatives Boutique
Robert Howie, Manager
Researcher, Alternatives Boutique
Main Ballroom
3:10–3:40
Break
Junior Ballroom
3:40–4:05
Implementing ESG: A Client’s Perspective
Aled Jones, Head of Responsible Investment, EMEA
Patrick Race, Investments Business Leader, UK
Main Ballroom
The Wisdom of Crowds
Steven Blackie, North Leader, Mercer
Noel Collins, Manager Research, Fixed Income Boutique
Main Ballroom
4:55–5:10
Close of Day One
Main Ballroom
7:00–9:00
Cocktail reception and dinner at the Trinity College
4:05–4:55
Main Ballroom
Please meet in main lobby
at 6:30 pm for departure.
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WEDNESDAY, 12 NOVEMBER
TIME
SESSION/SPEAKER(S)
LOCATION
8:00–9:00
Breakfast
Junior Ballroom
9:00–9:10
Master of Ceremonies — Day Two
Sasha Jain, Investment Consultant
Main Ballroom
9:10–9.50
State of The World
Andrew Kirton, Investments Business Leader, EuroPac
Rupert Watson, Head of Asset Allocation, Europe
Chris Johns, Financial and Economic Consultant; Founder, Rumney Consulting;
Co-Founder, CJP Consultants
Main Ballroom
9:50–10:10
Equity Portfolio 2.0
Rich Dell, Global Leader, Equity Boutique
Michael Kinney, Manager Research, Equity Boutique
Main Ballroom
10:10–10:30
Grey Swans – Underestimated Risks
David Willers, Investments Leader, Bristol
Main Ballroom
10:30–11:00
Break
Junior Ballroom
11:00–11:45
Balloon Debate: Emerging Markets
Chair: Reena Thakkar, Investment Consultant
EM Equity — Jan-Hein van den Akker, Equity Portfolio Manager
EM Debt — Andrew McDougall, Fixed Income Portfolio Manager
Frontier Equity — Gareth Anderson, Manager Researcher, Equity Boutique
EM Hedge Funds — Garvan McCarthy, Alternatives Portfolio Manager
Main Ballroom
11:45–12:10
Investment Innovations or Fads?
Michael Lernihan, Fiduciary Management Business Leader, Ireland
Michael Curtin, Investment Consultant
12:10–12:30
Turning Intent Into Action: Applying Investment Ideas To Portfolios
Hooman Kaveh, Chief Investment Officer, Europe
Main Ballroom
12:30–12:40
Forum Close
Brian Griffin, Investments Business Leader, Ireland
Main Ballroom
12:40
Lunch
Junior Ballroom
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