Overview

Agenda

Location

9:00

Registration and breakfast

10:00

Opening and welcome

Herwig Kinzler, head of Mercer's investment consulting business in Germany 

10:10

Keynote address: Economic convergence - achievements and challenges

Professor Otmar Issing, former member of the European Central Bank board of governors

11:10

Tea

11:40

Convergence of funding and accounting requirements

David Fogarty, Co-lead of the UK arm of Mercer's Financial Strategy Group (FSG) 

12:10

Client experiences in a converging world

Steve Cooper, managing director and head of valuation and accounting research - UBS

Mick Moloney, head of Mercer's European Financial Strategy Group

13:00

Lunch

14:15

Are active managers worthwhile - some thoughts on overall portfolio construction

Richard Cooper, Mercer Principal

15:00

Shining a light in dark corners: understanding the operational and implementation risks of alternative investments

Stacy Scapino, global director of Mercer's Mercer Sentinel® Group

15:45

16:15

Panel discussion: Generating superior risk adjusted returns in equity space - is listed or unlisted a better approach

Facilitator: Tom Geraghty, head of Mercer's investment consulting business in Ireland 

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Peter Davies, Senior Limited Partner, Lansdowne Partners

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Reinhard Gorenflos, Partner Kohlberg Kravis Roberts & Co

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Alfred Gantner, CEO and Chairman of the Executive Board, Partners Group

17:30

Close

19:00

Coaches to DZ bank for evening reception and dinner

7:30

Networking breakfast

9:00

Global developments in Mercer's investment consulting business 

Tim Gardener, global head of Mercer's investment consulting business   

9:20

Guest speaker: The effects of globalisation on the economy, society and values 

Professor Hans-Olaf Henkel, former president of the BDI (Federation of German Industry) and former CEO of IBM - Europe

10:20

Panel discussion: How different are the needs and practices of the various types of institutional investors?

Facilitator: Erik Crawford, Mercer principal

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Professor Dr Lohr, Chairman of the board of the Flick family endowment

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Dr Andreas Kretschmer, managing director of the retirement fund of the doctors in Westfalia-Lippe

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Richard Grottheim, vice managing director Sjunde AP Fonden (AP 7)

11:00

Tea

11:35

Breakout 1: Crossing the Rubicon - the end of domestic real estate investment? Greg Wright summarises developments in European real estate investment and the influence of Central/Eastern Europe

Greg Wright, Mercer principal, head of property

11:35

Breakout 2: Defined contribution - fund selection: Can your participants afford to retire? Patrick Race summarises the findings of our recent survey of the UK DC plans, and discusses the pan-European implications for fund managers, Trustees and other stakeholders

Pat Race, Mercer principal, Head of DC 

11:35

Breakout 3: From ABC to ESG: Emma Hunt explores how environmental, social and corporate governance factors fit into the fund selection process 

Emma Hunt, Mercer Principal , European head of responsible investments 

Client, TBC

11:35

Breakout 4: Meeting the governance challenge - Michael Cross discusses how governance arrangements can evolve to support increasingly complex investment strategies

Michael Cross, Mercer associate

12:15

Recent market conditions: minor squal or major storm?

Andrew Kirton, head of Mercer's investment consulting business in Europe

13:05

Closing remarks

Herwig Kinzler, head of Mercer's investment consulting business in Germany

13:15

Lunch