Isio’s Fiduciary Management Conference 2022
The focus of the conference will be on how to get the best out of your fiduciary manager throughout the “lifecycle” of your pension scheme, from earlier higher growth stages to later slow and steady states – with insights from key industry figures (see below). This will also be a great forum for trustees to share their experiences with each other.
When? Tuesday 29 November 2022 from 1pm, followed by networking drinks
Where? The Westin Hotel (London City), 60 Upper Thames Street, London EC4V
Who is it for? The afternoon event is aimed at pension scheme trustees, pension managers and sponsors - either considering fiduciary management as an option, or with a fiduciary manager already in place.
Agenda:
1pm: Registration
1.30pm: Welcome
1.40pm: Results from Isio’s 2022 Fiduciary Management Survey
Our session will be introducing the results of the 2022 FM Survey, recapping on the key themes from the 2021 Survey and identifying key themes from 2022 Survey.
2pm: Fiduciary Management for growing schemes - followed by an interactive table discussion
A spotlight on the innovation and trends in growth assets used by the FM industry, what’s changed in light of recent market events, and how can you ensure your FM is using the right ingredients for your scheme.
2.30pm: ESG newsflash
A brief update on the latest developments in the Environmental, Social and Governance (ESG) space and the actions you can take to make your climate engagement better.
2.35pm: Coffee break
2.55pm: Outsourced Chief Investment Officer (OCIO) newsflash
3pm: Fiduciary Management for mature schemes
As you get closer to achieving your objectives the arrangements with your fiduciary management need to evolve. We will be explaining how to recognise when you have got to this point and what you need to do when you get there, as well as sharing our favourite cake recipe.
3.20pm: Our Fiduciary Advice team will be joined by the below special guests for a panel discussion on “measuring success” for your scheme.
4.05pm: Closing comments
4.15pm: Networking drinks
Special guests:
We are delighted to introduce our guests for a panel on “how to define and measure success” for your scheme, particularly topical given the new requirement from October to annually assess investment consultants – and fiduciary managers – against their objectives.
Fred Berry
Lead Investment Consultant
The Pensions Regulator
Fred is lead investment consultant at the Pensions Regulator. He joined TPR in 2014 to establish the investment consulting team. Fred acts an adviser within TPR on pension scheme investments, provides specialist input to TPR’s regulatory policy and publications, and speaks regularly at industry conferences. Prior to joining TPR, Fred worked for a number of leading consultancies providing investment advice to pension schemes.
Naomi L’Estrange
Managing Director
20-20 Trustees
Naomi has over twenty-five years’ experience in pensions and a formidable reputation in the field. After ten years as a pension lawyer at Herbert Smith, she was seconded to government to advise on the establishment of the Pension Protection Fund (PPF) and the moral hazard provisions of the Pensions Act 2004. She then joined the PPF as its inaugural Director of Legal, before becoming Director of Strategy and Policy. She joined 20-20 Trustees in April 2014, and became MD in January 2019. She has substantial experience as trustee with schemes and sponsors of all shapes and sizes.
Emily McGuire
Partner
Isio
Emily has advised a wide variety of organisations on their investment arrangements for twenty five years. Emily joined Isio this year from Aon where she was on the leadership team for 12 years alongside working with clients. She has practical experience with a variety of different governance structures including in-house fund management, evolving common investment funds/structures and implementing fiduciary management.