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Webinar description:
After a volatile 12 months, investors are navigating a new world. Now, more than ever, they need to ensure they have the right investment strategy, assets, and governance structure in place.
In this exclusive webinar, Aon’s investment and asset management specialists Calum Mackenzie and Philippa Allen will be joined by Pavan Bhardwaj, Trustee Director for Ross Trustees, to discuss how pension scheme investors can adapt their investment strategy, asset allocations and governance for a post-2022 world.
In this session, they will explore:
- Key considerations for investment strategy in 2023
- The role for diversification and dynamic asset management to protect and grow portfolios
- How to ensure governance models are robust and flexible and how delegated investment can help
Presenters
Jonathan Stapleton
Editor
Professional Pensions
Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.
Pavan Bhardwaj
Trustee Director
Independent Governance Group
Pavan is a senior Trustee Director at Independent Governance Group and the firm’s investment lead. He previously worked in investment banking where he managed a portfolio of currency and interest rate derivatives, covering a wide client base including pension funds. He currently sits on a range of boards, including one of the largest DB and open DC plans in the country. He frequently contributes to industry commentary on investment related topics.
Philippa Allen
Senior Portfolio Manager
Aon
Philippa is a senior portfolio manager in Aon’s delegated investment business. She is the lead portfolio manager for three of Aon’s fixed income funds and for a several of Aon’s delegated investment clients. She has over nine years’ experience in the pensions industry.
Calum Mackenzie
Partner and Co-Head of Clients
Aon
Calum is a Partner and Co-Head of Clients for Aon’s Investment Business. He draws his experience as Head of Investment and Chief Executive Officer for Aon Investments Canada to support investors to understand and implement investment strategies. He is a regular commentator on topical investment issues, featuring most recently on CNBC, Financial Times, Wall Street Journal, the Globe and Daily Mail among others. Calum has an MBA with distinction from the Strathclyde Business School, an MSc (post-graduate) in Economic Policy from the University of Strathclyde, and an MA (Honours) degree in Economic Science from the University of Aberdeen.