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Following recent market volatility, many pension schemes have an illiquidity asset conundrum.
On one hand, some schemes made significant progress in improving their funding levels. As a result, those trustees are now considering their endgame options sooner than expected and no longer have an appropriate timeframe to hold these illiquid assets. On the other hand, there are some schemes that now have distorted asset allocations, with a larger exposure to illiquid assets than initially planned and the difficult task of reintroducing diversification.
Join us for our exclusive webinar on 5th July at 2pm when Aon’s investment specialists and Mark Hedges, professional trustee with Capital Cranfield and Chair of Workers Pension Trust, will share valuable insights on effectively managing illiquid assets.
In this session, you’ll learn:
- Practical ways to deal with your illiquid investments
- The characteristics and potential opportunities different illiquids can offer along your journey
- First-hand experiences of how schemes are successfully managing their portfolios in the current investment landscape.
We look forward to welcoming you!
Presenters
Holly Roach
News Editor, Professional Pensions
Cathy Lewis
Partner, Aon
Cathy Lewis is a Partner within Aon Investments focusing on business development.
Cathy has over 25 years’ experience in the finance industry recently joining from Kempen Capital Management UK where she led its client team and helped build its UK fiduciary business.
Prior to this, Cathy was at Legal & General Investment Management (LGIM) where she was a client director in its strategic client team, having previously been an investment banker with a focus on credit markets at Credit Suisse, JP Morgan and ING Bank.
Cathy graduated MA (hons) in Politics, Philosophy and Economics from Somerville College, Oxford.
Joshua Tipper
Associate Partner, Aon
Josh focuses on providing strategic advice to both corporates and trustees on managing their pension scheme risks, as well as providing strategic and implementation advice to sovereign wealth funds. Josh is the lead consultant on three pension schemes, including Aon’s own pension arrangements, as well as the alternate consultant on five of Aon’s larger client accounts.
Alongside his client responsibilities, Josh acts as an LDI expert within the business and is closely involved in helping clients manage the impact of the recent gilt market volatility.
Josh is a CFA Charterholder and graduated with an MMath from Durham University.
Mark Hedges
Professional Trustee, Capital Cranfield