Take a look at the speaker line-up for the 2023 Private Markets Investor | Europe summit.
If you would like to enrol your interest in speaking at our 2024 event, please contact Maya Sibul at mayasibul@clearpathanalysis.com.
ALASDAIR KINLOCH
Asset Management Transformation, Phoenix Group
My session title:
- PANEL DISCUSSION: Optimal oversight, portfolio insight, and governance: stress testing the 1 in 200 default scenario, cash flow management, and developments in look through capabilities for solvency and risk reporting requirements : 4:50 PM - 5:30 PM
ANDREW CHESELDINE
Trustee, Smart Pension
My session title:
- INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM
ANDREW PUTWAIN
Editor & Community Manager, Clear Path Analysis
My session title:
- PANEL DISCUSSION: Advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: what is the opportunity and outlook for greater investment in illiquid assets and what are the operational hurdles? : 9:50 AM - 10:35 AM (Moderator)
BRENDAN WALSHE
Investment Consulting Team, The Pensions Regulator
My session title:
- REGULATORY FIRE-SIDE CHAT: Supporting “productive finance” initiatives in a just transition framework – how can investment teams, trustees, and operational leaders ensure they’re serving stakeholder interests? : 4:10 PM - 4:50 PM
CONOR MCNAUGHTON
Chief Operating Officer, Kingsway Capital
My session title:
- OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: developing the policy for fairness, reliability, and encouraging of trust : 3:00 PM - 3:45 PM
GRIGORY SPIVAK
Asset Strategy & ALM, Global Funded Solutions, Pacific Life Re
Grigory Spivak joined Pacific Life Re four years ago as a head of Investment Strategy & ALM within the newly formed Global Funded Solutions division. This involves a broad range of responsibilities, including ALM, setting investment strategy for pricing new business and overseeing the execution of the transactions.
Prior to this, he headed Investment Risk function in the Legal & General Retirement responsible for 2nd line oversight of assets backing L&G annuity business. Before that, Grigory was with BlackRock managing their life insurance funds range – the flagship vehicle for BlackRock’s passive funds offering for the UK pensions clients.
Grigory has a Masters in Applied Mathematics and is a Fellow of the Institute of Actuaries.
My session title:
- PANEL DISCUSSION: Optimal oversight, portfolio insight, and governance: stress testing the 1 in 200 default scenario, cash flow management, and developments in look through capabilities for solvency and risk reporting requirements : 4:50 PM - 5:30 PM
MANISH SARWAL
Deputy Head of Finance, Impax Asset Management
Manish joined Impax in 2015 where he is responsible for overseeing the fund reporting and tax structuring of Impax’s New Energy Funds. During this time, he has led the setup and structuring of two new Private Infrastructure Funds, one in the UK and another in Luxembourg. He leads on all Finance and operation fund raising activities with investors from pitching, DDQs, side letters and onboarding.
Prior to joining Impax, between 2009 and 2015, he worked at KPMG. He went through the graduate scheme and left as an audit manager working on large, listed investment management clients his portfolio of clients included a range of mutual fund clients, hedge funds and private equity/infrastructure clients, most recently working on those in the renewables sector.
He holds a BSc in Mathematics the University of Bristol and is a member of the Institute of Chartered Accountants England and Wales.
My session title:
- OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: developing the policy for fairness, reliability, and encouraging of trust : 3:00 PM - 3:45 PM
MIKE CHAPPELL
Head of Illiquid Asset Portfolio, Phoenix Group
Mike Chappell joined the Phoenix Group in 2018 to head the Illiquid Asset origination and portfolio management team within our Asset Management Business, and is also currently undertaking the CIO role for Phoenix RE in Bermuda
He was previously Managing Director & Global Industry Head for the Infrastructure & Energy sector at Lloyds Banking Group with overall responsibility for global business origination.
Prior to this, he headed Lloyds Bank Project Finance team where he led the team executing global Project Finance and Infrastructure debt opportunities.
He holds a BSc (Hons) in Chemistry and is an Associate of the Chartered Institute of Bankers and a Member of the Association of Corporate Treasurers.
My session title:
- PANEL DISCUSSION: Advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: what is the opportunity and outlook for greater investment in illiquid assets and what are the operational hurdles? : 9:50 AM - 10:35 AM
NIKESH PATEL
Chief Investment Officer, SmartPension, Church of England Pensions Board
My session title:
- INVESTOR FORUM: KEYNOTE PRESENTATION: Investor allocation priorities – what sectors, strategies and investment themes are resonating most with the growing pool of impact-orientated capital? : 2:10 PM - 2:30 PM
PRASUN MATHUR
Head of Private Assets, Aviva
My session title:
- INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM
ROB KNIGHT
Industry Advisor,
Rob Knight is a consulting Managing Director who specialises in Operations and Regulations. She is also a NED on the Board of East London Business Alliance. Rob’s unique professional background spans successful leadership roles within large international businesses, with teams in Asia, Europe, India, UK and USA. Until recently she was Head of Global Business Services at Barings (USD 347B+ AUM), sitting on Barings’ Operations Leadership Team, Pricing Committee and Client Asset Oversight Working Group. She has a keen interest in automation and data science to create more efficient and scalable workflows.
Rob served as Chairperson for the UK Investment Association’s Trade & Transaction reporting Committee until 2022, where she contributed to engagement with European and UK regulators. Prior to joining Barings, Rob was led the fiduciary management team for Citigroup – Asset Management Unit (London).
In 2007 Rob co-founded the award-winning Barings’ See The Possibilities student programme for university and college students. This program introduces students to the financial services industry, while opening doors to entry level Analyst roles.
She holds a MBA, the CFA UK: Investment Management Certificate, and is a member of the Chartered Governance Institute.
My session title:
- OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: developing the policy for fairness, reliability, and encouraging of trust : 3:00 PM - 3:45 PM
SAHEM GULATI
Head of Private Assets Strategy & Consulting, M&G Plc
Sahem joined M&G Investments in May 2021 and leads the Private Assets Strategy & Consulting team. He has over nine years’ industry experience and is passionate about driving positive change within businesses with extensive experience across Private Equity, Private Debt, Infrastructure and Real Assets.
Sahem is responsible for working alongside Senior Leaders within the Private Assets organization to shape the strategy & vision, lead target operating model reviews & design as well as managing key initiatives focused on strategic & scalable growth. He is also a Diversity & Inclusiveness ambassador at M&G Investments.
My session title:
- OPERATIONS, RISK & REPORTING FORUM: KEYNOTE PRESENTATION: Linking transformation with the target operating model aims: Setting resource allocations, internal and external partner objectives, and time frames to achieve intended outcomes : 2:10 PM - 2:30 PM
STEPHEN TILEY
Pension Funds Manager, Trustee Director, WHSmith
My session title:
- PANEL DISCUSSION: Advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: what is the opportunity and outlook for greater investment in illiquid assets and what are the operational hurdles? : 9:50 AM - 10:35 AM
