Three Forums. Two Days. One Summit.

Cash Management Forum

One-day forum for treasurers, heads of liquidity, capital, balance sheet management, plus portfolio managers of cash heavy investment funds to explore central banking policy and impact on rates, diversifying mix of funds, cash forecasting, ESG considerations in cash management tools and more.

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8 June

Fixed Income
Investors Forum

Bringing together investment, asset allocation and capital management professionals to discuss optimising fixed income allocation and investment strategies.

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9 June

Fixed Income Risk
& Analytics Forum

Exclusively for front-to-back office investment, risk, operations, data and reporting officers to uncover how to optimise investment outcomes through better use of processes, systems, data sets, and management styles.

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9 June

EVENT INFORMATION

 

THE INSTITUTIONAL FIXED INCOME EVENT LED BY INDUSTRY INSIGHTS. BRINGING TOGETHER INVESTMENT, ASSET ALLOCATION, RISK AND ANALYTICS, AND TREASURY, LIQUIDITY AND CASH MANAGEMENT PROFESSIONALS FROM AROUND EUROPE TO DISCUSS EXTERNAL MARKET PRESSURES, INDUSTRY EVOLUTION AND MONETARY POLICY.

As economies experience varying rates of recovery, institutional asset owners are having to navigate an increasingly complex investment landscape. Managing market shocks and re-direction, it is more important than ever for institutional investors to understand and explore alternative strategies and opportunities in the industry.

The Institutional Fixed Income Summit is designed with the input of asset owners, with a bespoke peer-led agenda developed for the community of European investment, asset allocation, treasury, liquidity, and cash management professionals to discuss and debate strategies to explore the institutional fixed income industry evolution related to investment strategy, ESG integration, increasing digitalisation, private markets and fiscal policy.

BOOK YOUR FREE PLACE TODAY

 

KEY BENEFITS OF ATTENDING IN-PERSON

BENEFIT 1
Engaging agenda :

A research-led agenda debating the most prominent topics and issues faced by asset owner professionals today.

BENEFIT 2
Fixed Income focus :

With fixed income strategies forever forming a key part of institutional asset owner’s overall investment holdings, the Institutional Fixed Income Summit has been designed to explore changing trends and new opportunities to generate yield from a growing array of fixed income strategies and cash plus funds. Join the seminar and take away fresh and actionable ideas.

BENEFIT 3
Unrivalled networking opportunities :

Connect with your peers and learn from likeminded industry professionals, in a relaxed environment.

BENEFIT 4
Interact and engage :

Have your chance to raise questions with our expert speakers through live audience Q&A, and learn more about your peers aspirations through live polling sessions.

BENEFIT 5
Learn from industry pioneers :

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear their views and have your questions answered. 

INDUSTRY PROFESSIONALS IN ATTENDANCE WILL INCLUDE:

Chief Investment Officers
Heads of Fixed Income
Heads of Asset Allocation
Heads of LDI / ALM
Portfolio Managers
Investment Risk Officers
Trustees
DC Pension Scheme Managers
Investment Consultants
Regulatory Body Officers

Agenda

08:00 - 08:00

DAY 1 – 23RD NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN’S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

KEYNOTE PRESENTATION: How will governments prioritise commitments? What are the risks and opportunities related to optimal public spending, borrowing and pricing?

10:05 - 10:50

ROUNDTABLE DISCUSSION: Navigating low and potentially negative yield investment landscape – What can Europe and the UK learn from Japan?

10:50 - 11:20

KEYNOTE PRESENTATION: Emissions reduction targets in systematic fixed income portfolios: measuring and verifying results

11:20 - 11:35

MORNING REFRESHMENTS & NETWORKING

The Summit splits into two, with the dedicated ‘Fixed Income Investors Forum’ for investment officers, fixed income managers, and pension fund representatives, and the separate ‘Money Market Users Forum’ for treasurers, liquidity, capital, and balance sheet managers

11:35 - 12:15

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENATION & FIRESIDE CHAT

STREAM 1 : 11:35 - 12:15

KEYNOTE PRESENTATION: How are fixed income investment objectives evolving? Exploring asset re-allocation strategies through the lens of liability risk management

STREAM 2 : 11:35 - 12:15

FIRESIDE CHAT: Moving up the money markets yield curve whilst maintaining liquidity

12:15 - 13:00

FIXED INCOME INVESTORS FORUM &MONEY MARKET USERS FORUM - KEYNOTE PRESENTATION: & ROUNDTABLE DISCUSSION

STREAM 1 : 12:15 - 13:00

KEYNOTE PRESENTATION: Transition to a low carbon economy: Corporate bond portfolios and climate change risk

STREAM 2 : 12:15 - 13:00

ROUNDTABLE DISCUSSION: Has impact yield been deprioritised in favour of diversification and liquidity?

13:00 - 13:50

LUNCH

13:50 - 14:25

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENTATIONS

STREAM 1 : 13:50 - 14:25

Financial Repression Looms – A Thirst for Income

STREAM 2 : 13:50 - 14:25

KEYNOTE PRESENTATION: How ESG considerations are impacting money markets and projecting future trends

14:25 - 15:00

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - KEYNOTE PRESENTATIONS

STREAM 1 : 14:25 - 15:00

CASE STUDY PRESENTATION: ESG impact investing and fixed income: What will the new economy we build look like? 

  • Noel Hillmann

    CEO

    Clear Path Analysis

STREAM 2 : 14:25 - 15:00

KEYNOTE PRESENTATION: Beyond MMFs: Why enhanced cash strategies should contain high-quality ABS

15:00 - 15:35

FIXED INCOME INVESTORS FORUM & MONEY MARKET USERS FORUM - FIRESIDE CHAT & ROUNDTABLE DISCUSSION

STREAM 1 : 15:00 - 15:35

FIRESIDE CHAT: Making the American dollar great again: what are the early indicators from the new U.S. administration’s fiscal policies and their impact on dollar denominated assets?

  • Noel Hillmann

    CEO

    Clear Path Analysis

STREAM 2 : 15:00 - 15:35

ROUNDTABLE DISCUSSION: Evaluating the short-term capital and cash management strategies in a negative yield environment

15:35 - 15:50

AFTERNOON REFRESHMENTS & NETWORKING

Audiences from both Forums come back together for the final two sessions of the day

15:50 - 16:25

HEAD-TO-HEAD DISCUSSION: The outlook for inflation

16:25 - 17:10

SPECIAL ADDRESS –  The changing regulatory landscape and key findings from the TCFD pilot project

17:10 - 19:00

EVENING DRINKS & NETWORKING

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

08:15 - 08:15

DAY 2 – 24TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN’S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION: Why responsible investment matters to non-ESG investors

10:00 - 10:45

ROUNDTABLE DISCUSSION: How will governments repay Debt? Where are they borrowing from and what are the implications for financial markets?

10:45 - 11:15

KEYNOTE PRESENTATION: Diversified credit – aiming to introduce higher returns into your fixed income portfolio in a sustainable way 

11:15 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 13:15

TALKING TABLE WORKSHOPS

 

Reserved for asset owner group representatives only plus invited other delegates by our Workshop Leaders.

The audience splits into four groups to attend each of three workshops on differing subjects chosen by the Sponsor who host three sessions

STREAM 1 : 11:30 - 13:15

Why employ style diversification within your fixed income portfolios?

STREAM 2 : 11:30 - 13:15

Trade finance: opportunities for additional yields in a tight spread environment

STREAM 3 : 11:30 - 13:15

A total portfolio view: Public, Private, ESG

STREAM 4 : 11:30 - 13:15

Round 1, Round 2, Round 3 

13:15 - 14:05

LUNCH

14:10 - 14:35

FIXED INCOME INVESTMENT LEADERS & FIXED INCOME RISK & ANALYTICS STREAMS - KEYNOTE PRESENTATIONS

STREAM 1 : 14:10 - 14:35

KEYNOTE PRESENTATION: Chinese onshore bonds – structural drivers supporting the case for incorporating Chinese fixed income in your portfolio

Chaired by Sara Benwell, Editor, Insurance-Investor.com

STREAM 2 : 14:10 - 14:35

KEYNOTE PRESENTATION: Longer term credit risk: a case study of its use in capitalising on market opportunities

Chaired by Padraig Floyd, Independent Journalist

14:35 - 15:00

FIXED INCOME INVESTMENT LEADERS & FIXED INCOME RISK & ANALYTICS STREAMS - KEYNOTE PRESENTATION & AUDIENCE POLLING SESSION

STREAM 1 : 14:35 - 15:00

KEYNOTE PRESENTATION: Cyclical and Structural Questions for Fixed Income Investors in 2022

STREAM 2 : 14:35 - 15:00

AUDIENCE POLLING SESSION: Navigating private market risk in demanding times

 

Chaired by Padraig Floyd, Independent Journalist

15:00 - 15:40

FIXED INCOME INVESTMENT LEADERS & FIXED INCOME RISK & ANALYTICS STREAMS - ROUNDTABLE DISCUSSIONS

STREAM 1 : 15:00 - 15:40

ROUNDTABLE DISCUSSION: Navigating the rating landscape in fixed income ESG investing

Chaired by Sara Benwell, Editor, Insurance-Investor.com

STREAM 2 : 15:00 - 15:40

ROUNDTABLE DISCUSSION: Dealing with longer term credit risk and excess market liquidity – what are the worst- and best-case outcomes and impact on required portfolio management?

Chaired by Padraig Floyd, Independent Journalist

15:40 - 16:05

AFTERNOON REFRESHMENTS & NETWORKING

16:05 - 16:45

HEAD-TO-HEAD DISCUSSION: Gender and Governance: Addressing the Judicial Review of the decision to replace RPI with CPIH and the Gender Insurance Gap

16:45 - 17:20

SPECIAL ADDRESS: Unwinding Quantitative Easing: likely timeframes plus general effects on the market, higher yielding, and lower rated debt

17:20 - 17:20

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

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Institutional ESG Investment Summit | Europe 2022

EVENT DATE
14TH SEPTEMBER 2022

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Institutional Private Markets Investment Summit 2022 | Europe 2022

EVENT DATE
30TH & 31ST MARCH 2022

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REPORT

Investing in Fixed Income | Europe 2022

PUBLISHED
31ST JANUARY 2022

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EVENT

Institutional Fixed income Summit | North America 2022

EVENT DATE
25TH JANUARY 2022

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GET IN TOUCH TODAY

 

CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

MILENA KOSTADINOVA

Marketing & Operations Assistant

milenakostadinova@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com