Day 1
20 Mar 2019
Day 2
21 Mar 2019

Registration

All participants to be seated for opening ceremony

Closing Remarks – End of Day 1

OPENING CEREMONY

Master of Ceremony: Alex Burn, Director, Malaczynski Burn Risk* Welcome remarks: Mahad Ahmed, Managing Director, Ametrade

Welcome addresses from Sponsors:

  • Bronwyn Corbett, Chief Executive Officer, Grit Real Estate Income Group
  • Admassu Tadesse, President, Trade & Development Bank
  • Constantin De Grievel, Managing Director, AXYS Investment Partners

Welcome Remarks:

  • Harvesh Seegolam, Chief Executive Officer, Financial Services Commission, Mauritius
  • Francois, Guibert, CEO, Economic Development Board, Mauritius
Constantin De Grievel
François Guibert
Harvesh Kumar Seegolam
Bronwyn Corbett
Admassu Tadesse

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

  • Are we looking at a completely new investment world?
  • Quantitative tapering, rising interest rates, geo-political tensions, trade wars – what does all this mean for the investment markets?
  • Trouble ahead – covering the gap between assets and liabilities
  • Revisiting and rebalancing portfolios – looking to further diversification and providing downside risk
  • Moderator : Constantin De Grievel, Managing Director, AXYS Investment Partners

    Speakers:

    • Senior Representative, Willis Towers Watson*
Constantin De Grievel
Oliver Andrews

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

Moderator:

  • Edna Dambe, CEO, Money Matters, Botswana * Speakers:
  • Krishen Sukdev, Chief Executive Officer, Government Pensions Administration Agency, South Africa
  • Dr Mohammed Omran, Chief Executive Officer, Financial Regulatory Authority, Egypt
  • Erna Motinga, Deputy CEO, Prudential Supervision, Namibia Financial Institutions Supervisory Authority (NAMFISA)
  • Anthony Colegrave, Partner, Banking and Finance, Allen & Overy*
Erna Motinga
Dr. Mohammed Omran
Nzomo Mutuku
Simon Wafubwa
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, 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 structures

Moderator:

Speakers:

  • Oliver Andrews, Executive Director and Chief Investment Officer, Africa Finance Corporation (AFC), Nigeria
  • Gerald Paul Kasaato, Chief Investment Officer, National Social Security Fund Uganda*
  • Admassu Tadesse, President, Trade & Development Bank
  • Bronwyn Corbett, Chief Executive Officer, Grit Real Estate Income Group
Mohan Vivekanandan
Gerald Paul Kasaato
Admassu Tadesse
Dr Ini Urua

SESSION 3 – Panel Discussion – 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

Speakers:

  • Karthi Pillay, Chief Executive Officer, Telkom Retirement Fund, South Africa
  • Dr Farouk Aminu, Head, Research & Strategy Management Department, Pencom, Nigeria
  • Sonja Saunderson, Chief Investment Officer, Momentum Investments, South Africa
  • Krishen Patten, Chief Risk Officer, AXYS Investment Partners
  • Henry Kyanda, CEO and Trust Secretary, Kenya Power Pension Fund, Kenya
Sonja Saunderson
Dr Farouk Aminu
Krishen Patten
Veenay Rambarassah
Henry Kyanda
13:15 – 14:15

SEATED LUNCHEON/COCKTAIL LUNCH

SESSION 4 – MANAGING RISK IN A PENSION FUND PORTFOLIO – HOW TO ACHIEVE GROWTH AND INSULATE YOUR INVESTMENTS AGAINST MARKET STRESS

  •  Macro outlook; where are the risks and what do they mean for traditional asset classes?
  • What are the world’s biggest investors investing in (and avoiding)?
  • Creating low volatility, low beta return streams using uncorrelated investment strategies
  • How to achieve downside risk protection without foregoing market returns

Speakers:

  • Giulio Battaglia, Managing Director, Stenham Asset Management, United Kingdom
Giulio Battaglia

SESSION 5 – PANEL DISCUSSION – 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
Heleen Goussard
Sonja Saunderson

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
  • Speakers:

  • Senior Representative, Financial Services Commission, Mauritius
  • Shamin A. Sookia, Managing Director, Perigeum Capital
  • Mahesh Doorgakant, Managing Director, APEX Fund Services, Mauritius
Mahesh Doorgakant
Shamin A. Sookia
Sunil Benimadhu

SESSION 7 PRESENTATION AND Q & A – ACHIEVING BOTH GROWTH AND DOWNSIDE RISK PROTECTION IN A PF PORTFOLIO

  • Engineering targeted returns and risks – Building a diversified multi-asset portfolio
  • Where are the existing risks and opportunities in the markets – sectors to avoid and invest in
  • Multi asset diversification, Index Trackers, Quantative models and Systematic Investing in multi-assets – How to invest in Directional Trading, Relative Value Funds, and Fixed-Income Securities
  • What are the world’s leading fund managers currently investing in – beating the benchmark
  • Speakers:

  • Peter Vincent, FT Multi-Asset Solutions, Franklin Templeton Global, South Africa
Peter Vincent
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

Speakers:

  • Veenay Rambarassah, Director Investment and Asset Management, National Pension Fund (NPF), Mauritius
  • Lila Nopasika, Chief Executive Officer, Eskom Pension & Provident Fund – EPPF
  • Denis Charles Kouassi, Managing Director, CNPC Cote D’Ivoire
Denis Charles Kouassi
Lila Nopasika
Edna Dambe
Karthi Pillay
Veenay Rambarassah

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

Developmental Investments

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

Socially Responsible Investment – The Investor point of view:

  • Ways to be a Socially Responsible Investor
  • Types of Socially Responsible Investments
  • The Pension Fund Investor perspective

Speakers:

  • Nitish Baenimadhu, Chief Investment Officer, Swan for Life, Mauritius
  • Linda Mateza, Head of Investments and Actuarial Services, Government Employees Pension Fund (GEPF)
  • Yann Robbiola, President, LS Advisor and Yann Queinnec, Partner, Affectio Mutandi*
Alain Nkontchou
Nitish Baenimadhu
Linda Mateza
Abhimanyu Yadav
12:30 – 13:30

NETWORKING LUNCH

SESSIONS 10 SCALING RISK MITIGATION TO ENABLE GREATER PENSION FUND INVESTMENT IN” “AFRICA’S INFRASTRUCTURE: THE AFRICAN INFRASTRUCTURE GUARANTEE MECHANISM

Africa's pension funds are expressing keen interest in increasing their investments in Africa's infrastructure

Towards this end, African Heads of States endorsed the NEPAD 5% Agenda, an initiative aiming to increase African pension funds’ investments to 5% of their assets under management in Africa's infrastructure

To reduce the risk of pension fund investment in Africa's infrastructure the NEPAD Agency, the African Development Bank, other development partners, and the private

sector are coordinating in facilitating access to risk mitigation instruments in a new initiative "The African Infrastructure Guarantee Mechanism (AIGM)"

The session will present the AIGM approach to streamline the access and scope of risk mitigation available to pension funds for feedback from conference participants

Speakers:

  • Symerre Grey-Johnson, Head of Regional Integration, Infrastructure, and Trade Programme, NEPAD Agency, South Africa
  • Dr Barbara Samuels, Executive Director, Global Clearinghouse for Development Finance
Max Magor Ndiaye
Constantine Kandie
Mohan Vivekanandan
Symerre Grey Johnson
Dr. Barbara C. Samuels II

SESSION 11 PANEL DISCUSSION – 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

Speakers:

  • Norbert Stelzer, Managing Partner, Moravia Capital Investments, Germany
  • Svenja Becker, Managing Partner, Moravia Capital Investments, Germany
  • Gerald Gondo, Executive – Business Development, Africa, RISCURA, Mauritius
Svenja Becker
Norbert Stelzer
Gerald Gondo

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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