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THE EUROPEAN PENSION FUND INVESTMENT FORUM

By Francis Young,2014-06-23 11:24
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THE EUROPEAN PENSION FUND INVESTMENT FORUM

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1995

October: “Using Derivatives and Controlling the Risk”.

     Speakers: “Derivatives in Quant Management - Case Studies”

    Hilary Smith, Marketing Director, Wells Fargo Nikko Investment

    Advisors

    “Risk Management using Derivatives

     Bruce Pullman, Head of Financial Engineering, Merrill Lynch

     “Legal and Regulatory Issues

    Tim Plews and Frank Graaf, Partners, Clifford Chance.

December: “Asset Liability Management: Turning Ideas into Reality”.

     Speakers: New Approaches to ALM”

     Robert Ross, Director of Consulting, Frank Russell Company.

     Implementating ALM at PGGM”

     Jan Tamerus, Head of Actuarial Department, Pensioenfonds PGGM

     Implementation in a Private Sector Scheme”

     Gert Verheij, Asset Consultant & Unit Manager, Towers Perrin

     “Practical Implications: The Investment Manager's Perspective”

    Brian Wood, Marketing Director, Schroder Investment Management

    Ltd

1996

February: “Current Global Custody Issues for Pension Funds”

     Speakers: An Overview of the Issues”

     Lou ten Cate, Principal, Triple A Consultants

    A User's Guide, Working with Custodians”

    Steve Wallis, Director of Administration, Zurich Investment

    Management

    “Global Security Issues - Looking after Pension Assets”

     Jeremy Jewitt, Managing Director, Chase Investment Bank

April: “The European Single Curency - Practical Issues for Pension Funds”

    Speakers: Stumbling Blocks on the Road to EMU”

     Fred von Dewall, Chief Economist & General Manager, ING Group.

    Changeover Scenarios and Beyond”

     Carel van den Berg, Economic Policy Dpt., De Nederlandsche Bank.

    “Influence on Investment Decisions”

    Graham Bishop, Advisor, European Financial Affairs, Salomon

    Brothers

    Discussion of the issues led by:

     Ivo de Hann, Fund Manager, Pensioenfonds Gasunie

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1996 (continued)

June: “Investment Performance Measurement Issues for Pension Funds”

    Speakers: Performance Evaluation Services: The Increasing Role of

    Custodians”

     Laurette M Bryan, Senior Vice President, State Street Bank, Boston.

    The Creation of Comparable Peer Groups”

     Jandaan Felderhoff, Manager, Netherlands, The WM Company.

    “Relative Performance: Do We Understand Where It Comes

    From?”

    Mark Tapley, Chief Investment Officer, Quorum Capital Management.

    “Performance Presentation Standards”

     Jan de Jonge, Performance Presentation Standards Committee, VBA

October: “Internal versus External Management: The Investment Debate”

    Speakers: Case Study I: British Rail Pension Fund”

     Malcolm Gray, Finance Director, Railpen Investments.

    Case Study 2: Metalworkers Pension Fund”

    Roland van den Brink, Manager, Policy and Information,

    Metalworkers PF

    “How Performance Compares - A look at the Statistics”

     Eric Lambert, Senior Investment Consultant, The WM Company.

    “The Case for External Management”

     Frans Ballendux, Director, MeesPierson Capital Management and

     Professor of Finance and Investment at Erasmus University.

December: “Private Equity/Venture Capital: A Suitable Investment for a Pension Fund?”

    Speakers: Case Study I: IBM Pension Fund - The History”

    Arianne Leuftink, Investment Manager, St. Pensioenfonds IBM

    Nederland.

    Case Study 2: ABP Pension Fund - Strategies and Plans”

     Harry Meijers, Portfolio Manager, Stichting Pensioenfonds ABP.

    “Venture Capital in Europe - Performance and Prospects”

     Ronald Cohen, Senior Partner, Apax Partners & Co. Ventures Ltd.

    “The US Pension Fund Attitude to Alternative Asset Allocation”

     Todd Ruppert, Director, Institutional Marketing, T. Rowe Price Ass.

    2

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

    1997

    February: “Good Corporate Governance - Does it Improve Performance?”

     Speakers: Developing a Corporate Governance Policy”

    Jaap Peters, Chairman, Netherlands Corporate Governance

    Commission.

    A Pension Manager’s Perspective”

    Dick Snijders, Managing Director, Philips Pensioenfonds

    The Corporate View”

    Frederik Meyer, Investor Relations Manager, Oce Nederland N.V.

    “The Practical Issues - Looking after International Pension

    Assets”

    Alan Naughton, Director, Chase Investment Bank Ltd.

    “An Update on Corporate Governance in the UK”

    Ann Robinson, Director General, National Association Pension

    Funds.

    April: “Investment Performance Attribution”

     Speakers: An Overview of the Issues”

    Dick Wenting, Managing Director, Pensioenfonds Medewerkers

    Apotheken.

    Creating a System and Avoiding the Pitfalls”

    Jan Bertus Molenkamp, Manager Analysis Dept., MN Services

    Performance Attribution as a Source of Value”

    Colin McLatchie, Chief Investment Officer, PanAgora Asset

    Management

    “Practical Points - A Consultants View”

    Rob Klare, Asset Consultant, Towers Perrin

    “Reviewing the Past and Previewing the Future”

    Jandaan Felderhoff, Manager Europe, The WM Company.

    June: “Information Technology - Using it to Improve Performance”

     Speakers: Developing an I T Policy for Euro Implementation”

    Bernhard Schellenberger, Sector Manager Pension-Unit, Cap Gemini

    BV

    Technology in Investment Management - A Quant

    Perspective”,

    Jennie Paterson, Managing Director, Barr Rosenberg

    European Mgnt.

    Technology and Global Custody - Benefits and Pitfalls”

    Henk Brink, Head of Product Development, Kas-Associatie N.V.

    “What to look for in Custodians - Some Practical Issues”

    Ad van Hulst, General Manager, Heidemij Pensioenfonds

    3

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1997 Continued

October: “Global Bond Investment”

     Speakers: EMU - Its Effect on Bond Markets”

    Terence Prideaux, Director, Zurich Investment Management

    “Global Bond Investment from a DM Bloc Investors

    Perspective”

    Robert Kyprianou, Managing Director, ABN AMRO Asset

    Mgmnt

    “The Attraction of Emerging Market Debt”

    Robert Thomas, Head of Int. Fixed Interest, AMP Asset

    Management.

December: “Investment Strategies in a Volatile Market”

     Speakers: “Is Volatility the Norm”

    Brian Wood, Marketing Director, Schroder Investment Management

    “What is Risk”

    Johan Groothaert, Vice President, Client Services, Merrill

    Lynch

    “Strategies for Small Cap Investment”

    Willem Burgers, Director, Kempen Capital Management

    “The Attraction of International Real Estate Investment”

    Mark Schweitzer, Finance Faculty, University of Maastricht

1998

February: “Ethics - a potential dilemma for pension and investment managers?”

     Speakers: Creating an Ethical System”

    Juris Padegs, Advisory Managing Director, Scudder-Kemper

    Investments.

    Operating an Ethical System”

    Harry Panjer, Chairman of VBA (Society of Investment Analysts)

    The ABP Approach”

    Theo Jeurissen, Managing Director, Pensioenfonds ABP

    “Practical Points - A Consultants View”

    Lou ten Cate, Consultant, Wilshire/KLM Pensioenfonds

April: “Hiring and Firing Investment Managers”

     Speakers: An Overview of the Issues”

    Stephen Wiltshire, Director of Manager Research, Frank Russell Co.

    The Managers Perspective”

    Hilary Smith, Managing Director, Barclays Global Investors

    “A Belgian pension fund case study

    Karel Stroobants, Deputy General Manger, Pension Fund of Belgian,

    Doctors, Dentists and Pharmacists

    “A European pension managers view”

    Wim De Korte, Investments Manager, Mars Pension Fund

    4

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1998 Continued

May: “Strategies for Investing Internationally”

     Speakers: An Overview of the Issues”

    James Stewart, Director of Marketing, Capital International Limited

     “The Euro effect”

    Jandann Federhoff, Director, Lombard Odier Asset Management

     “Segregated versus Unitised”

    Brian Hill, Senior Consultant, Watson Wyatt Worldwide

June: “Using Custodians to Add Value to PensionFunds”

     Speakers: Selecting your Custodian”

    David Taplin, Global Director, Custody Consulting Services, Towers

    Perrin

    “Benchmarking performance

    Laurens Vis, Assistant Managing Director, Kas-Associatie N.V.

    Some examples of added value”

    John Cowing, Vice President, State Street Bank & Trust Company

    Reviewing the added value”

    Robert Kay, Managing Director, GSCS

October: “Alternative Asset Investing - Can it Add Value?”

     Speakers: “An overview of Hedge Funds

    Luke Ellis, Managing Director, Financial Risk Management Ltd

    “The Fund of Funds Approach

    Charles Bathurst, Head of Intl. Marketing, INDOCAM Asset

    Management

    “The merits of Market Neutral Funds

    Hilton Supra, Director of Marketing, Barr Rosenberg European

    Management

November: “Risk: What is it and how can you manage it?”

     Speakers: “Risk Management in practice”

    Hilary Smith, Managing Director, Barclays Global Investors Ltd

    “Managing multi-variance risk in Bonds”

    Maarten Bonekamp, Snr. Account Manager, ABN AMRO Asset

    Management

    “Equity risk management overview”

    Guy Freeman, Senior Consultant, Towers Perrin

    5

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1998 (continued)

December: “Exploring the Implications of Falling Interest Rates”

     Speakers: Exploring the effect on Asset Liability Models

    Cees Dert, Senior Vice President, ABN AMRO Asset

    Management

    “Exploring the effect on the Euro”

    Norbert Braems, Chief Economist, Oppenheim Finanzanalyse

    GmbH

    Exploring the effect on Bond Investment”

    Willem Baljet, Managing Director, Lombard Odier Asset

    Management

    Exploring the effect on insurance products with guaranteed

    interest rate

    Sander van der Zwan, Manager, Robeco Centre of Knowledge

1999

February: “Exploring the Implications of Euro Credit Bond Investment”

     Speakers: “The Emergence of Euro Credit Bonds

    Rory MacLeod, Head of Global Fixed Income, Baring Asset

    Management

    “The Outlook for Euroland Bank Credit Risk

    John Butler, Chief Fixed Income Strategist, WestLB London

    “The Development of the US Corporate / Credit Bond Market

    Ben Trosky, Managing Director, PIMCO Advisors L.P.

    How ABP Manages its Credit Bond Exposure

    Eduard van Gelderen, Head of Fixed Income Europe, Pensioenfonds

    ABP

     stApril: “Information Technology in the 21 Century a Pension Fund Perspective”

    Speakers: “The Consequences for Securities' Transactions and Stock

    Exchanges:

    Brad Hunt, Marketing Director Europe, Instinet UK Ltd.

    “The Consequences of the Y2K Challenge

    Paul Zuijderwijk, Director Services Netherlands, EDS

    “The Consequences for Manager Searches and Selections

    Dan Allen, Principal, Wilshire Associates

    “The Trends in IT Investment

    Alberto Vilar, President/Founder, Amerindo Investment Advisors Inc.

May: “Investing in the Equity Market: Is Value Based Investing Dead?”

     Speakers: “Value at the right price”

    Nicholas Tingley, Vice President, Morgan Stanley Dean Witter Inv.

    Mgmnt.

    “Growth in Value”

    Paprizio Merciai, Head of Strategy, Lombard Odier & Co.

    “Style implications”

     Brian Hill, Senior Consultant, Watson Wyatt Worldwide

    6

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

1999 Continued

June: “Currency Risk – Leave it or Manage it?”

    Speakers: “Why Consider a Currency Programme”

    Jeremy Armitage, Vice President, Currency Risk Management, State

    Street Bank & Trust Co.

     “Benchmarking and Strategic Considerations”

    Rob Zink, Director of Portfolio Strategy, Bridgewater Associates

    “Active vs. Passive Opportunities”

    Richard Meese, Head of Currency Research, Barclays Global

    Investors

    “US view on the Euro”

    Ambassador Cynthia P. Schneider, US Ambassador to The

    Netherlands

October: “Emerging Markets Investment – Is it Worth the Risk?”

    Speakers: Justification for Investing in Emerging Markets

    Arnab Banerji, Chief Investment Officer, Foreign & Colonial Emerging

    Markets

    Reviewing Some of the Emerging Market Risks

    Alistair Reid, Vice President, Chase Global Investor Services

    Factors in Choosing a Manager

    James Tew, Director of Research Europe, Standard & Poor's Fund

    Services

    Emerging Market Bond Strategies

    Antonio Munoz-Sune, Emerging Markets Manager, Paribas Asset

    Management

November: “How Can Active Investment Managers Add Value?”

    Speakers: Kris Vanderstede, Head of Fixed Income, Fortis Investment

    Management;

     Graham Nutter; Managing Director, Scudder Investments (UK) Ltd.;

     Luc Huyghebaert, Director, Fidelity Institutional Asset Management.

December: Investing in Japan - Land of the Rising Sun or Land of the Setting Sun?”

     Speakers: Changes in Japan’s Financial Services Sector:

     Todd Ruppert, Managing Director, T. Rowe Price Associates, Inc.

    Investing from a Bottom-up Perspective”:

     Simon Fraser, Chief Investment Officer Europe, Fidelity Investments

    Japanese Pension Funds in an Era of Malaise”:

     Kaz Yasuda, Consultant, Watson Wyatt

    Economic Overview”:

    Robert Carnell, Economist - Asia, Schroder Investment Management

    Ltd.

    7

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

2000

February: “Pension Fund Investment Strategies - A look at some different approaches”

     Speakers: “Achieving Excellence in Pension Fund Decision Making”:

    Don Ezra, Director of European Consulting, Frank Russell Company

     “The Regulator’s Perspective”:

     Wiebe Okkema, Account Manager, Verzekeringskamer

     “A Dutch Pension Fund’s Experience”:

     Arun Ratra, Chief Investment Officer, KLM Pensioenfondsen

     “A UK Pension Fund Case Study”:

     Peter Scales, Chief Executive, London Pensions Fund Authority

    April: “The New Economy -Can we take advantage of it without increasing our risk

    profile?”

     Speakers: “A Private Equity Manager’s Perspective”:

     Stephen Grabiner, Director, Apax Partners & Co. Ventures Ltd.

    “The New Equity Markets”:

     Robert Thys, Director of Marketing, EURO.NM

    “The New Technology Paradigm”:

    Teun Draaisma, European Equity Strategist, Morgan Stanley Dean

    Witter

    “Risk and Performance”:

    Theo Maas, Portfolio Manager Global Equities, ABN AMRO Asset

    Mgmnt.

    May: “The Impact of the Euro on Small Markets” -A Review of What Has Happened

    Since the Single Currency and a Preview of Expectations”

    Speakers: “The Impact of the Euro 15 months on and Future Trends”:

     Gareth Derbyshire, Vice President, Morgan Stanley Dean Witter

    “The View of the Larger Institutions”:

    Matthew Leeman, Senior Portfolio Manager Equities, Lombard Odier

    & Cie.

     The Future of Stock Exchanges”:

    Olivier Lefebvre, President of the Executive Committee, Brussels

    Exchanges

    June: “Socially Responsible Investment – What is it and can it add value?”

    Speakers: “How Can SRI Work to Improve Performance?”:

    Mike Shaw, Director, Institutional Marketing (UK), Henderson

    Investors

     “The UK Experience”:

    Richard Thomas, Director, The Law Debenture Pension Trust

    Corporation

     “The Danish Experience and Practical Issues”:

    Nina Movin, Head of Equities (Copenhagen), Aros Securities Bank

    A/S

    “A Dutch Perspective”:

    Ton Wennekus, Representative of FNV Bondgenoten and Chairman,

    BPMT

    8

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

2000 Continued

October: “Style Investment – Does it make sense and will it spread to Europe?”

    Speakers: “A Case Study”:-

    Dick Wenting, Managing Director, Stichting Pensioenfonds

    Medewerkers Apotheken

     “Definitions and Style Investing in Europe”:-

    Steve Wiltshire, Director of Research, Frank Russell Company

     “The US Experience:-

    Deborah Veverka, Vice President, T. Rowe Price Associates]

     “The Future Style and/or Theme Investment”:-

    Professor Patrizio Merciai, Group Strategist, Lombard Odier & Cie

    November: “Whatever happened to our Government Bonds (and what can we do about

    it)?”

    Speakers: “The European Bond Market”:

    Marc Vernooij, Head of Euro Fixed Income, ABN AMRO Asset

    Management

     “The Development of Credit Markets”:

     Joseph McDevitt, Chief Executive, PIMCO Europe Limited

    “The Implications of Low Interest Rates and alternatives to a

    Bond Portfolio”:

     Eric Mathijssen, Consultant, Towers Perrin

December: “The Future of Fund Management in the Internet Era”

    Speakers: “What is Happening in the Fund Management Community”:

     Ric van Weelden, Partner, Watson Wyatt

     “Using the Internet to Conduct a Manager Search”:

     Tony Hay, Consultant, Investment & Pensions Europe

     “An Investment Manager’s View ”:

    Graham Nutter, Managing Director, Scudder Threadneedle

    Investments Ltd.

2001

    February: "Actuarial and Investment Implications of Absolute Returns"

     Speakers: Strategic Justification for an Absolute Return Approach”:

    Markus Stadlmann, Director of Global Asset Allocation, WestLB

    Asset

    Management (UK) Limited

    “Some Actuarial Aspects of Absolute Return”:

     Martin de Gelder, Consultant, Heijnis & Koelman B.V.

    “Absolute Returns Explained & Weyerhauser Pension Fund

    Experience”

    Alastair Altham, Executive Director, Morgan Stanley Asset Management

    European Case Studies”:

    Dr John McLaughlin, Director of the Alternative Investment Group,

    Schroder Investment Management.

    9

    The European Pension Fund Investment Forum

    Benelux Division - Meeting History (Including Belgium Meetings)

2001 Continued

    April: “Future Strategic Trends and their Potential Influence on Pension Fund

    Investment”

     Speakers: “Impact of Demographics on the Funded Pensions Systems ”

     Jan Mantel, European Equity Strategist, Merrill Lynch

    “Is the Equity Game Over? “

     Charles Dumas, Head of the International Service, Lombard Street

     Research Ltd.

    “Relative Asset Values in a New Age Economy”

     Paul McCulley, Managing Director, PIMCO

May: "Equity Risk Premium Issues for Pension Funds"

     Speakers: “Equity Risk Premiums and Asset Liability Models”

     Ric van Weelden, Partner, Watson Wyatt

    “The ABN AMRO London Business School Millennium Book

    Project”

     Elroy Dimson, Governor of The London Business School

    “The Asset Allocation Decision”

    Olaf John, Director Institutional Business, Fidelity Investment

    Services BmbH

June: “Risk – How Can You Manage it Practically?”

     Speakers: “Overview of the Issues/Small and Medium Sized Funds”:

     Lodewijk van Pol, Senior Consultant, Towers Perrin

    “An Integrated Approach”:

     Jan Bertus Molenkamp, Director, Investment Strategy, Mn Services

    “Risk Management at ABP Investments”:

    Barry van Toor, Financial Risk Manager, Stichting Pensioenfonds

    ABP

    “Stabilising the Investment Management Process”:

    Jennie Paterson, Chief Executive, Axa Rosenberg Investment

    Management

October: “Benchmarks and Indexation - Implications for Performance”

     Speakers: Implications for Performance”:

     Marko van Bergen, Head of Benelux Institutional Business, BGI

    What is the Opportunity Set?:

    Peter Jeffreys, Managing Director, Standard & Poor's Index Services

    Europe

    Looking at the Challenges for Investment Managers:

    Rick Lacaille, Head of Structured Products, State Street Global

    Advisors

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