Day 1
20 Mar 2019
Day 2
21 Mar 2019

Registration

OPENING CEREMONY

Harvesh Kumar Seegolam
Bronwyn Corbett
Admassu Tadesse

KEYNOTE PRESENTATIONS – THE SEARCH FOR RETURNS IN A LOW GLOBAL RETURN ENVIRONMENT

  • Fund gaps in the current economy and slow adaption – high asset valuations, continued, synchronised global growth, political uncertainty, trade war escalation, strong USD 
  • Overpaying for liquidity assessing equity valuations 
  • Trouble ahead - covering the gap between assets and liabilities 
  • A whole new world – central bank unwinding QE, rising inflation and interest rates 
  • The inflection point – increasing volatility and risk in global markets, mass emerging market sell-off 
  • Revisiting and rebalancing portfolios – further diversification and providing downside risk

SESSION 1: PRESENTATIONS AND Q & A – REGULATORY DEVELOPMENTS IN AFRICA – SOUTH AFRICA, NIGERIA, KENYA, GHANA, NAMIBIA, BOTSWANA, MOROCCO, EGYPT

  • Recent developments in regulation and supervision 
  • Regional and international diversification and offshore allocations including foreign deposit limitations 
  • Sharia Investment Compliance 
  • Basel Changes and the effect on banking capital 
  • Alternative Investment Fund Managers Directive - Latest updates on AIFMD and UCITs 
  • Cross border distributions and Bloc agreements and DTA’s 
  • Formalisation and regulation of alternative assets
Mohammed Omran
Krishen Sukdev

NETWORKING COFFEE BREAK

SESSION 2 – PRESENTATIONS AND Q & A – LTIs INVESTING IN THE REAL ECONOMY – HAVING THE CONVERSATION

  • The perfect storm – emerging market trifecta scenario’s - strong USD, rising oil prices and rising inflation/interest rates 
  • Consolidation and harmonization of regulations within and across countries 
  • The real cost of regulatory inconsistency 
  • LTI’s  - From lobbying to active involvement, increasing coordination and fact based involvement 
  • Recalibrating the risk capital calculation to reflect long-term funding structures 
  • Developing long-term performance metrics 
  • “Hunt for Yield” – market structure and strengthening, fixed-income markets, securitization frameworks, the facilitation of private infrastructure investment, bond structure

SESSION 3 – PRESENTATIONS AND Q & A – MEGA FUNDS

  • Pension Fund views on alternative investment strategies  
  • Current portfolios – “Hunt for Yield” 
  • Alternative Investment Strategies – direct equity exposure, uncorrelated asset classes – are hedge funds back in business 
  • Due diligence finding and assessing good managers 
  • Investing in alternative investment funds in full compliance 
  • PE in a rising interest rate environment – PE and liquidity lock-ups
Karthi Pillay

NETWORKING LUNCH

SESSION 4 – ACHIEVING BOTH GROWTH AND DOWNSIDE RISK PROTECTION IN A PF PORTFOLIO

  • Creating low volatility; low beta return streams using uncorrelated investment strategies 
  • The need to do robust DD on underlying managers – what to look for 
  • Where are the existing risks and opportunities in the markets – sectors to avoid and invest in 
  • What are the world’s leading fund managers currently investing in – benchmarking exercise

SESSION 5 – PRESENTATIONS AND Q & A – COMING TO A PENSION FUND NEAR YOU – THE FINTECH REVOLUTION – ROBO ADVISORS, AI, BIG DATA ANALYSIS

  • Why funds should build their own operational infrastructures today 
  • When 8 million people call on the same day – AI versus the largest customer service team 
  • The next generation of robo-advice – open data platforms 
  • Big data usage, opportunities and challenges 
  • Big data analysis and portfolio analysis

Cocktail drinks reception

Registration

SESSION 6 PRESENTATIONS AND Q & A – SETTING UP OFFSHORE INVESTMENT STRUCTURES – THE MAURITIUS ADVANTAGE

  • Setting up and structuring offshore Investment structures 
  • Offshore allocations and solutions – Increasing offshore exposure 
  • Facilitating International Investment - Mauritian investor regulatory vetting framework – Building the Platform 
  • The role of Local Custodian Banks in facilitating international investment 
  • Solutions for satisfying information requirements  
  • Economic Outlook - Offshore asset allocation strategy – Non Oil Producing, Oil Producing, China, India

SESSION 7 PRESENTATIONS AND Q & A – BENCHMARKING AND PERFORMANCE INSIGHTS

  • Benchmarking illiquid asset classes 
  • Standardising cost definitions 
  • Moving to the industry standard - Institutional Limited Partnership Association (ILPA) cost template 
  • Investable benchmarks across asset classes 
  • Australia and Canada Infrastructure investments benchmarks
10:15 – 10:45

NETWORKING COFFEE BREAK

SESSION 8 PRESENTATIONS AND Q & A – MODERN GOVERNANCE: PENSION EXECUTIVES AND TRUSTEES EXERCISING FULL OWNERSHIP

  • Designing the right governance for investing in alternative assets 
  • Real Assets - Choosing the right Asset Manager 
  • Key asset valuation and investable benchmarks with high correlation to performance 
  • Time weighted returns by asset class 
  • Full cost disclosure 
  • Performance advantages alternative assets vs public markets
Veenay Rambarassah

SESSION 9 PRESENTATIONS AND Q & A – PENSION DESIGN, DEVELOPMENTAL INVESTMENTS

  • Developmental Investments 
  • Innovative instruments 
  • Project bonds 
  • Green bonds 
  • Insurance products - Guarantees 
  • Credit Bonds/Debt 
  • Deal flow in search of suitable equity

NETWORKING LUNCH

SESSIONS 10 PRESENTATIONS AND Q & A – PENSION DESIGN, PRIVATE DEBT OPPORTUNITIES, MEZZANINE FINANCE THE OPPORTUNITY, LOW COST BETA PRODUCTS

  • The shift to alternatives – where is the opportunity? 
  • Private debt opportunities 
  • Unlisted credit – debunking the myths 
  • The true cost of liquidity 
  • Mezzanine Finance the opportunity 
  • In search of low cost beta products 
  • Other sources of Alpha 
  • Mind the Gap – Closing the Billion Dollar Gap 

SESSION 11 PRESENTATIONS AND Q & A – PENSION DESIGN, DEAL FLOW IN SEARCH OF EQUITY, PPP AND INFRASTRUCTURE INVESTMENT OPPORTUNITIES

  • PPP’s – New Opportunities – Brics  
  • PPP’s – Job Funds Program $9 billion raise 
  • PPP’s – 2nd Round Funding Gautrain, REEEP 
  • Guarantee Mechanisms 
  • Developing capex instruments 
  • Project Focus - Water, Housing, Student accommodation, Infrastructure

NETWORKING COFFEE BREAK

SESSION 12 PRESENTATIONS AND Q & A – WHERE ARE WE GOING – AFRICA AT THE END OF THE CENTURY – PENSION FUNDS 

  • Africa demographics and economic deepening 
  • The changing view of Pension Funds – Social Trends 
  • How the pension industry will need to evolve for the new labour market 
  • How the pension industry will need to evolve for the new retirement age and life expectancy 
  • The critical role pensions will play in the implementation of employer agreements 
  • The critical role of the regulator 
  • The critical role of basic social security

CLOSING REMARKS & END OF SUMMIT 2019

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