Overview

Wednesday 9 December 2009

Opening and welcome

Thierry Brevet, Head of Mercer’s investment consulting business in France

Paradigm shift? – The future of long term investing and implications for investors

Panel discussion exploring a number of themes emerging from the global financial crisis and the impact on client portfolios and asset managers:

Chair:

Debbie Clarke, Global business and investment leader for Mercer's equity boutique

Panel:

Antoine de Salins, CEO of French Pension Reserve Fund

Odette Césari, CIO of Axa France

Philippe Desfossés, CEO of the ERAFP (French civil servant pension scheme)

Nick Sykes, European director of consulting of Mercer's investment consulting business

Coffee

Inflation vs deflation debate:Past and future, and consequences for investors

Chair:

Thierry Brevet, Head of Mercer's investment consulting business in France

Speakers:
Frédéric Debaere, Mercer principal
Dennis van Ek, Mercer principal

Manager research update

Andy Barber, Global investment leader - manager research

Update on boutique structure

Jeff Schutes, Global business leader - manager research

Lunch

Keynote speaker

Ranked as one of the world's most influential business thinkers alive by Thinkers 50 (2005)

Patrick Dixon, Author of "Futuristic - Six faces of global change" and "Building a better business"

Asset Management Industry Perspective and Q&A

Bruno de Saint-Florent, partner, Oliver Wyman

Concurrent breakout sessions

Responsible Investment

Large asset owners and responsible investment: what you want to know about what they want to know

Anne Choné, Mercer principal

Emma Hunt, European head of Mercer’s responsible investment and guest participation from AG2R La Mondiale

Hedge Funds

Investors and hedge funds - propagating a new breed of investments

Simon Fox, Mercer principal

Stephen Williams, Mercer senior associate

Sentinel

Operational due diligence - getting behind the Mercer approach to operational due diligence

Ben Gunnee, European director of the Mercer Sentinel group

Julian Mant, Mercer principal

Growth Portfolio

Combining qualitative drivers with quantitative analysis - further insights into the investment ideas within Mercer's growth portfolio

Crispin Lace, Mercer principal

Bonds

Bonds - recent market and product developments

Paul Cavalier, Global business and investment leader for Mercer's bond boutique consulting

Alex Thompson, Mercer senior associate

Closing address

Tom Geraghty, European head of Mercer's investment consulting business