4th Pension Funds & Alternative Investments - Africa Conference

19 - 20 March 2020 | Mauritius

Day 1
20 Mar 2019
Day 2
21 Mar 2019

Registration

All participants to be seated for opening ceremony

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 Grivel, Managing Director, AXYS Investment Partners
  • Sanjeev Gupta, Executive Director, Financial Services, Africa Finance Corporation

Welcome Remarks:

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

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

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 Grivel, Managing Director, AXYS Investment Partners

Speakers:

  • Sanjeev Gupta, Executive Director, Financial Services, Africa Finance Corporation
  • Ritesh Anand, Executive Vice President, Crown Agents Investment Management
  • Mohan Vivekanandan, Group Executive: Origination & Client Coverage, DBSA
  • Vishal Joyram, Head of Markets, Barclays Bank, Mauritius
Sanjeev Gupta
Mohan Vivekanandan
Constantin De Grivel
Ritesh Anand

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 : Michelle Nyadiko, Manager – Business Development and Consulting, Enwealth Financial Services Ltd

    Speakers:

    • Krishen Sukdev, Chief Executive Officer, Government Pensions Administration Agency, South Africa
    • Erna Motinga, Deputy CEO, Prudential Supervision, Namibia Financial Institutions Supervisory Authority (NAMFISA)
Michelle Nyandiko
Erna Motinga
Krishen Sukdev

NETWORKING COFFEE BREAK

SESSION 2 – Panel Discussion – 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: Alex Burn, Director, Malaczynski Burn Risk

    Speakers:

    • 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
    • Dr. Ini J.Urua, Senior Vice President, East & Southern Africa, Africa Finance Corporation, Nigeria
    • Mohan Vivekanandan, Group Executive: Origination & Client Coverage, DBSA
Mohan Vivekanandan
Gerald Paul Kasaato
Alex Burn
Bronwyn Corbett
Admassu Tadesse
Dr Ini Urua

SESSION 3 – PRESERVING AND GROWING CAPITAL BY INSULATING 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
13:15 – 14:30

SEATED LUNCHEON/COCKTAIL LUNCH

SESSION 4– 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
  • Investing in alternative investment funds in full compliance
  • What sort of monitoring tool Pension funds have available? Expectations vs Reality

Moderator: Wola Asase, Senior Vice President for Financial Institutions & Syndications Africa Finance Corporation, Nigeria

Speakers:

  • Dr Farouk Aminu, Head, Research & Strategy Management Department, Pencom, Nigeria
  • Krishen Patten, Chief Risk Officer, AXYS Investment Partners
  • Henry Kyanda, CEO and Trust Secretary, Kenya Power Pension Fund, Kenya
  • Michael Mgwaba, Head – Exchange Traded Product Business, Absa, South Africa
  • Veenay Rambarassah, Director Investment and Asset Management, National Pension Fund (NPF), Mauritius
Wola Asase
Michael Mgwaba
Dr Farouk Aminu
Krishen Patten
Veenay Rambarassah
Henry Kyanda
15:15 - 15:45

NETWORKING COFFEE BREAK

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
  • Moderator: Zack Bezuidenhoudt, Head South Africa and Sub-Saharan Africa, S&P Dow Jones Indices

    Speakers:

  • Heleen Goussard, Head of Unlisted Investment Services, Riscura, Mauritius
  • Imrith Ramtohul, Senior Investment Consultant, Aon Hewitt Ltd, Mauritius
Zack Bezuindenhoudt
Heleen Goussard

Closing Remarks – End of Day 1

Gala Dinner

07:00 - 09:00

Business Breakfast

Registration

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

  • Setting up and structuring international 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

Moderator: Daniel Essoo, CEO, Bankers Association of Mauritius

Speakers:

  • Shamin A. Sookia, Managing Director, Perigeum Capital
  • Mahesh Doorgakant, Managing Director, APEX Fund Services, Mauritius
  • Sunil Benimadhu, Chief Executive Officer, Stock Exchange, Mauritius *
Daniel Essoo
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

Moderator:

Speakers:

  • Shafeeq Abrahams, Chief Financial Officer, Eskom Pension & Provident Fund – EPPF, South Africa
  • Karthi Pillay, Specialist: Retirement Scheme Governance, Telkom Retirement Fund, South Africa
  • Mike Adsetts, Deputy Chief Investment Officer, Momentum Investments, South Africa
  • Clairette AH-HEN, Independent Consultant, Mauritius
Clairette AH-HEN
Mike Adsetts
Shafeeq Abrahams
Karthi Pillay

SESSION 9 PANEL DISCUSSION – 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

Moderator: Alex Burn, Director, Malaczynski Burn Risk

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
  • Alain Nkontchou, Managing Partner, Enko Capital Management LLP
  • Abhimanyu Yadav, Head of Fixed Income & Currencies, Investment Management, MCB Capital Markets, Mauritius
Alain Nkontchou
Alex Burn
Nitish Baenimadhu
Linda Mateza
Yann Robbiola
Abhimanyu Yadav
12:15 – 13:15

SEATED LUNCHEON/COCKTAIL 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

Moderator: Dr Morgan Pillay, Senior Advisor: Infrastructure Finance, GIZ

Speakers:

  • Symerre Grey-Johnson, Head of Regional Integration, Infrastructure, and Trade Programme, NEPAD Agency, South Africa
  • Mohan Vivekanandan, Group Executive: Origination & Client Coverage, DBSA
  • Neema Siwingwa, Chief Financial Analyst, Client Solutions, AfDB
Neema Siwingwa
Dr Morgan Pillay
Mohan Vivekanandan
Symerre Grey Johnson

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 equity 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

Moderator: Norbert Stelzer, Managing Partner, Moravia Capital Investments, Germany

Speakers:

  • Herbert Hungwe, Chief Investment Officer, National Social Security Authority, Zimbabwe
  • Svenja Becker, Managing Partner, Moravia Capital Investments, Germany
  • Gerald Gondo, Executive – Business Development, Africa, RISCURA, Mauritius
  • Raja Hussain, Director – BlackRock Private Equity Partners, United Kingdom
  • Hakim Khelifa, Senior Partner, AfricInvest, Tunisia
Herbert Hungwe
Raja Hussain
Svenja Becker
Norbert Stelzer
Hakim Khelifa
Gerald Gondo

NETWORKING COFFEE BREAK

SESSION 12 Panel Discussion – 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

Moderator: Alex Burn, Director, Malaczynski Burn Risk

Speakers:

  • Henry Kyanda, CEO and Trust Secretary, Kenya Power Pension Fund, Kenya
  • Herbert Hungwe, Chief Investment Officer, National Social Security Authority, Zimbabwe
  • Alain Nkontchou, Managing Partner, Enko Capital Management LLP
Herbert Hungwe
Alain Nkontchou
Alex Burn
Henry Kyanda

CLOSING REMARKS & END OF SUMMIT 2019

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