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DC and Master Trust Symposium 2024

DC and Master Trust Symposium 2024

25 April 2024 | 08:30 - 18:00

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DC and Master Trust Symposium

The DC and Master Trust Symposium draws on our expertise on topics related to DC governance, workplace pension provision, investment, the pension dashboard and more. It is a must-attend event for employers, trustees, DC pension fund members and any pension professional working within the DC pension market.

Please find our events cancellation policy here.

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    Fees

    Members: Free
    Affiliate and Corporate members: £600 (+VAT)
    Non-members: £1200 (+VAT)
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    In-person

    event
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    10+

    speakers
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    CPD

    7 hours

Event Details

THE BASICS

Topics of discussion:
  • Financial Guidance
  • Pensions in 2045 - Evolution and Predictions
  • Real Estate Revolution in DC
  • Sustainable Illiquid Investments
  • EDI Strategies in Pensions
  • Auto-Enrolment
  • Comparing DC Markets UK vs. US
  • AI Innovation and Ethical Considerations

 

Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants 
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue

The Waldorf Hilton, Aldwych, London WC2B 4DD

Agenda

Chairs
Helen Ball
Helen Ball
Sackers
Partner
George Currie
George Currie
LCP
Consultant
08:30 - 09:00
Arrivals and registration
09:00 - 09:05
Welcome
Helen Ball
Helen Ball
Sackers
Partner
09:05 - 09:40
Panel discussion: How can financial guidance help create more resilient pension savers?
Ruston Smith
Ruston Smith
PMI
Chair of PMI Board
Mark Hewitson
Mark Hewitson
WEALTH at work
Business Head
Helen Ball
Helen Ball
Sackers
Partner

This panel discussion advocates for informed financial guidance to combat misconceptions, enhance tax efficiency, and bolster retirement adequacy. Through real-life examples and statistical evidence, the session underscores the pivotal role of financial education in securing robust pension outcomes in an ever-evolving landscape. Ruston Smith will emphasizes the complexity of retirement decisions and the alarming trend of cashing out pensions, leading to substantial value leakage. Mark Hewitson will contribute by highlighting the significance of understanding investment avenues beyond pensions, including equity release and diverse savings options.

09:40 - 10:15
Back to the future – pensions in 2045
Jonathan Hawkins EPMI
Jonathan Hawkins EPMI
Bravura Solutions
Principal Business Consultant

Bravura’s principal business consultant, Jonathan Hawkins, will look back at the past 100 years to see how the UK pensions market has evolved and predict what it could look like in 2045. This lively presentation will also whisk the audience away to far flung corners of the globe in a Supermarket-Sweep-style round-up of pensions, where Jonathan will pick and choose from the best-of-the-best pensions and superannuation sectors to showcase what the UK could achieve with the appropriate investment in technology, regulatory changes and a commitment to create better outcomes for both savers and providers.

10:15 - 10:55
Unlocking Value: the Real Estate Revolution in DC
Simon Redman
Simon Redman
Invesco
Managing Director, Head of DC Real Estate
Mary Cahani
Mary Cahani
Invesco
UK Institutional Director focused on DC Clients
James Monk
James Monk
Fidelity International
Investment Director
Andrew Warwick-Thompson LLB EPMI PTPMI
Andrew Warwick-Thompson LLB EPMI PTPMI
Capital Cranfield Trustees
Professional Trustee

Join us as we explore the challenges and opportunities associated with integrating real estate into DC and Master Trusts portfolios. Addressing the hurdles, we’ll highlight the historical inaccessibility of real estate for individual investors and emphasise the quest for optimal investment outcomes akin to Australia's successful model. Additionally, we’ll explore how real estate can provide a Defined Benefit-like experience and the evolving landscape of Long-Term Asset Funds (LTAFs).

But why consider real estate now? The opportunities are compelling. A globally diversified approach unlocks the potential for both independent allocation and a multi-alternative strategy. We’ll tackle operational challenges head-on and present the performance of real estate assets through illustrative case studies, demonstrating the tangible benefits of this strategic investment shift.

Focused on interactivity, we’ll be joined by a consultant and an independent trustee to provide their unique perspectives and challenge our thinking.

10:55 - 11:25
Networking break
11:25 - 12:00
Improving outcomes for members: Why sustainable illiquid investments can make a difference
Baiju Devani
Baiju Devani
Bluefield Partners LLP
Head of Investments

Join us to explore the compelling case for integrating sustainable illiquid investments into the portfolios of UK Defined Contribution (DC) and Master Trust schemes. Diving into the intersection of value for money and sustainable practices, we'll review how these investments can uniquely enhance member outcomes. Drawing on real-world examples and industry trends, our discussion will highlight the real impact that sustainable illiquid investments can have on long-term outcomes and overall portfolio resilience.

12:05 - 12:35
Breakout session: Navigating the ED&I horizon: Strategies for a more inclusive pensions sector
Sharon Bellingham
Sharon Bellingham
Scottish Widows
Master Trust & IGC Lead
Sandisiwe Dhlamini
Sandisiwe Dhlamini
TPR
Equality, Diversity and Inclusion lead
Andrew Warwick-Thompson LLB EPMI PTPMI
Andrew Warwick-Thompson LLB EPMI PTPMI
Capital Cranfield Trustees
Professional Trustee
Helen Ball
Helen Ball
Sackers
Partner

With more people saving into pensions than ever before, pension schemes are serving an increasingly diverse population of savers. Implementing the right Equality Diversity and Inclusion (EDI) Strategy, can have wide reaching benefits from better decision making through to inclusive engagement and ultimately driving improved member outcomes. In the wake of the Pensions Regulator published guidance for EDI, pension schemes, providers and trustee Boards are embedding ED&I in practical ways and addressing any areas for improvement. In this panel, you’ll have the opportunity to hear from the Pensions Regulator on EDI, and the experiences of a Trustee and provider.

12:05 - 12:35
Breakout session: The changing landscape for Auto-Enrolment
Steve Webb
Steve Webb
LCP
Partner
Dale Critchley
Dale Critchley
Aviva
Policy Manager
Tim Middleton
Tim Middleton
PMI
Director of Policy and External Affairs

In this talk, we'll dive into the latest developments for auto-enrolment in pensions, examining its evolving role in shaping retirement landscapes. We'll consider the Lifetime Service Provider model and explore how auto-enrolment can better adapt to demographic shifts, technological advancements, and changing workforce dynamics. From increasing contribution rates to expanding coverage for non-traditional workers, we'll uncover strategies to bolster pension participation and adequacy. Additionally, we'll address regulatory challenges and potential policy innovations necessary to ensure auto-enrolment remains a cornerstone of retirement provision.

12:35 - 13:35
Lunch and networking
12:45 - 13:30
Lunchtime roundtable: Learnings from the US: how does DC provision compare to the UK?
Lee Hollingworth
Lee Hollingworth
Franklin Templeton
Head of UK Retirement
Yaqub Ahmed
Yaqub Ahmed
Franklin Templeton
Global Head of Retirement
Kevin Murphy
Kevin Murphy
Franklin Templeton
Senior Vice President, Head of Institutional Retirement & Strategic Growth

The roundtable will discuss:

  • An overview of the US retirement market
  • Key trends, disruptors, and observations
  • Areas of opportunity
  • UK observations/open discussion

If you are interested in joining this session register your interest here.

13:35 - 14:10
Currency matters. Reducing portfolio risk, and improving portfolio returns, by managing “uncompensated” risk
Bruce D George, CFA, CAIA, Chartered MCSI, EPMI
Bruce D George, CFA, CAIA, Chartered MCSI, EPMI
P/E Investments
Partner, Investor Solutions

Globally invested UK pension funds typically see between 20% and 40% of their annual risk “budget” being consumed by foreign exchange exposure risk. And yet, as investors, we have been trained to believe that currency “does not matter”. Using Westminster Pension Fund as a case study, and current market views, we will explore practical solutions to the Foreign Exchange risk challenge, and identify methods to transform this risk into potential profit opportunities that can be used to improve cash flow, and pay pensions.

14:15 - 14:45
Breakout session: Addressing the DC Decumulation Challenge
Leonardo González
Leonardo González
Berenberg
Business Development Manager, UK
Philipp Löhrhoff
Philipp Löhrhoff
Berenberg
Head of Multi Asset Solutions

With ever increasing pension pots in the later stages, attention on the challenges of DC decumulation continues to grow. This session will explore the challenges faced and how they can be addressed. In this context, Berenberg will discuss their Protected Equites Strategy and how it seeks to tackle the need for members to remain in growth assets, how to avoid big drawdowns in the run-up to retirement and other critical issues whilst remaining conscious of member preferences. Please join Philipp Löhrhoff and Leonardo González and as they explore how the Protected Equities Strategy can play a part in tackling the DC decumulation challenge.

14:15 - 14:45
Breakout session: The role of Private Debt in decumulation
Joanna Asfour
Joanna Asfour
Partners Group
Managing Director, Client Solutions Europe
Christopher Bone
Christopher Bone
Partners Group
Partner, Head Private Debt Europe and Asia

Join us for a session focusing on the benefits of implementing a private debt strategy in both the pre-retirement and decumulation phases for DC members. Following the market volatility experienced in 2022 and its impact on retirees' pension pots, capital preservation and inflation mitigation are key. This session aims to provide valuable insights into how private debt can play a pivotal role in addressing these challenges and ensuring better value for members throughout retirement.

14:50 - 15:35
Changes ahead
Rosalind Knowles
Rosalind Knowles
Linklaters
Consultant
Gareth Craft
Gareth Craft
Linklaters
Managing Associate

What are the key legal duties and regulatory constraints which Trustees will need to observe and which will inform their approach as they navigate their way through the likely changes coming for DC pension schemes?

15:35 - 16:00
Networking break
16:00 - 16:35
Whole Portfolio View
John St Hill
John St Hill
BlackRock
Portfolio Manager
Fiona Brown
Fiona Brown
Rolls Royce
Group Head of Pensions and Benefits

As private investments grow and investment portfolios become more diverse, having a consolidated view of risk and exposures across public and private assets is a growing challenge facing many investors. We see a need for change in terms of how DC schemes think about their investment solutions. In this session we will discuss the increased investment sophistication, improved portfolio resiliency and thinking about the entire journey to and through retirement.

16:35 - 17:10
AI Insights: Shaping the Future of Pensions
Alex Waite
Alex Waite
LCP
Partner

AI offers unprecedented opportunities to revolutionize pension management, from personalized retirement planning to risk assessment and fraud detection. By harnessing the power of machine learning algorithms, pension providers can offer tailored investment strategies, optimize portfolio performance, and enhance customer experience. However, with great innovation comes great responsibility; we'll also delve into the ethical implications and regulatory considerations surrounding AI implementation. With Alex Waite an expert in all things AI at LCP, we'll explore the transformative potential of AI in pensions and give you the opportunity to ask him your burning questions.

17:10 - 18:00
Networking drinks reception

Speakers

Hear from the experts

Alex Waite
Alex Waite
LCP
- Partner
Andrew Warwick-Thompson LLB EPMI PTPMI
Andrew Warwick-Thompson LLB EPMI PTPMI
Capital Cranfield Trustees
- Professional Trustee
Bruce D George, CFA, CAIA, Chartered MCSI, EPMI
Bruce D George, CFA, CAIA, Chartered MCSI, EPMI
P/E Investments LLC
- Partner, Investor Solutions

Mr. George is a Partner at P/E Investments and has been with the firm since 2014. He focuses on investment solutions for Institutional investors globally. Prior to joining P/E Investments, Mr. George served in various senior positions at UBS Global Asset Management, Putnam Investments and Comerica, Inc. Mr. George is a CFA Charter Holder, a CAIA Charter Holder, and a Chartered Member of the CISI. In addition to his professional responsibilities, Mr. George serves as a Trustee and Chair of the Investment Committee, for United Lutheran Seminary Endowment Foundation. He also serves as a Trustee for World Medical Relief, Inc. Mr, George has previously served as a Trustee, and Chair of the Corporate Social Responsibility Committee, for the Board of Pensions of the Evangelical Lutheran Church in America.

Baiju Devani
Baiju Devani
Bluefield Partners LLP
- Head of Investments

Baiju joined Bluefield in March 2020 as the UK Investment Director, leading investment activity in the UK across a range of renewable energy technologies such as solar, onshore wind, hydro and energy storage. During his time at Bluefield, Baiju has led on circa £400m of solar and wind transactions. Prior to Bluefield, Baiju has worked in the renewable energy industry since 2008, having been involved in over £900m of renewable energy transactions.

Christopher Bone
Christopher Bone
Partners Group
- Partner, Head Private Debt Europe and Asia

Christopher Bone is Head of Private Debt in Europe and Asia business unit. He is a member of the Global Investment Committee, the Direct Debt US Investment Committee and Co-Chairman of the Global Direct Debt Investment Committee, Chairman of the Direct Debt Europe Investment Committee and Chairman of the Direct Debt Asia Investment Committee. He has been with Partners Group since 2010 and has 23 years of industry experience. Prior to joining Partners Group, he worked at AlpInvest Partners, RBS, PricewaterhouseCoopers and Ernst & Young. Christopher holds a master's degree in finance from the University of Durham, UK and is also a CFA charterholder.

Dale Critchley
Dale Critchley
Aviva
- Policy Manager
Fiona Brown
Fiona Brown
Rolls Royce
- Group Head of Pensions and Benefits

Fiona is Group Head of Pensions and Benefits at Rolls-Royce Plc. She has over 25 years’ experience of working in the industry, both as a consultant and leading in-house teams. At Rolls-Royce she has overall responsibility for a large global portfolio of DB and DC pension schemes, as well as benefit insurances. She also has a number of trustee and fiduciary roles.

While pensions and benefits are Fiona’s core professional experience, she is now increasingly passionate about broader Financial Wellbeing, both for Rolls-Royce plc colleagues and more widely.

Gareth Craft
Gareth Craft
Linklaters
- Managing Associate

Gareth is a managing associate in Linklaters’ pensions practice, with over 15 years' experience advising trustee and employer clients. Gareth has broad experience of all aspects of DB and DC legal issues including benefit issues, scheme governance, the pensions aspects of corporate transactions, and advising on complex restructuring arrangements. Gareth has a particular interest in pension investment, DC and liability management and has advised on a number of DC master trust transfers and buy-in transactions over the past few years. Gareth is a member of Linklaters’ Pensions Investment and DC Practice. He is also a full member of the Association of Pension Lawyers and sits on EPFIF’s Money Purchase Pension Forum and the investment committee of the Society of Pension Professionals.

George Currie
George Currie
LCP
- Consultant

George is a Senior Consultant at LCP, with more than 8 years’ experience in the pensions sector. He works with some of the UK’s biggest DC pension schemes, both own trust and master trust, as well as a range of corporate clients. George has led some of the industry’s most high-profile initiatives, such as the initial roll out the PLSA’s Retirement Living Standards across the pensions industry.

Helen Ball
Helen Ball
Sackers
- Partner

Helen is a partner at Sackers advising trustees, employers and providers on all aspects of pensions law. She has a particular interest in new legislation, regulatory and policy development, particularly in relation to defined contribution pensions. Helen has acted for many DC schemes and master trusts over the years and is an expert on their particular design and governance issues. She contributes to various industry initiatives and monitors developments in defined contribution matters closely, most recently becoming chair of the PASA CDC working group on member engagement and communications.

James Monk
James Monk
Fidelity International
- Investment Director

As an Investment Director at Fidelity International, I work closely on the FutureWise Investment Solution to continue its evolution and to improve its sustainability credentials and communication. I also manage strategic client relationships, particularly around their investment solutions, and consult on Fidelity's investment philosophy. With over 14 years of experience in the investment management industry, I have a clear and deep knowledge of the Defined Contribution (DC) investment landscape, as well as a strong network of life insurer and fund management contacts.

Prior to joining Fidelity International, I was the Head of DC Investment at Aon, where I was responsible for the development and alignment of UK DC policy and house views, the monitoring and enhancement of the DC product range, and the implementation of DC investment strategy advice across Aon Consulting Limited. I also contributed to the Productive Working Finance Group and the DC Investment Committee, and mitigated significant advisory risk and created business efficiency through the development of the advisory process. I have a proven track record of designing and launching market-leading fiduciary investment products, one of which won the PIPA award for Best DC Investment Provider of the year in 2015. I hold a Regulated Financial Planner (DipPFS) certification from the Chartered Insurance Institute, and a 2:1 degree in Financial Mathematics from the University of Southampton.

Jonathan Hawkins EPMI
Jonathan Hawkins EPMI
Bravura Solutions
- Principal Business Consultant
Joanna Asfour
Joanna Asfour
Partners Group
- Managing Director, Client Solutions Europe

Joanna Asfour is part of the Client Solutions business department, based in London. She has been with Partners Group since 2011 and has 16 years of industry experience. Her role is currently focused on working on private markets fund solutions for different client segments having set up many open ended and closed ended private markets products for the UK and US market. Joanna also spent 5 years in our Denver, Colorado office working with US clients and consultants. Joanna was part of the industry-led Productive Finance Working Group in the UK which aimed to develop practical solutions to the barriers to investing in long-term, less liquid assets. Prior to joining Partners Group, she worked at Citibank. She holds a master’s degree in international business and languages from Heriot-Watt University, UK.

John St Hill
John St Hill
BlackRock
- Portfolio Manager

John St-Hill is a Portfolio Manager within the Retirement Solutions Team of MASS. He focusses on the LifePath UK Defined Contribution Solution. He joined BlackRock following British Airways Pensions’ decision to appoint BlackRock as their OCIO and is responsible for supporting the Airways Pension scheme (APS) and New Airways Pension Scheme (NAPS) .

MASS is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.

John joined BlackRock in 2021 from British Airways Investment Management (BAPIML) where he was Deputy CIO and Head of Matching Assets. Prior to joining BAPIML he was Deputy CIO at NEST, the government backed DC MasterTrust provider.

John has degrees from The Open University, University of Chicago Booth School of Business and Imperial College. He holds the CFA and the FRM designations.

Kevin Murphy
Kevin Murphy
Franklin Templeton
- Senior Vice President, Head of Institutional Retirement & Strategic Growth

Kevin Murphy is a senior vice president and Head of Institutional Retirement & Strategic Growth for Franklin Templeton's US retirement, insurance & college savings division. He is responsible for driving institutional retirement sales and strategic growth initiatives focused on positioning Franklin Templeton for the future through visionary thinking, market-responsive strategies, and go-to-market execution plans and implementation. In addition to leading the team of sales professionals, Mr. Murphy also leads the firm's Health Savings Account (HSA) initiative.
Mr. Murphy's primary objective is to help more Americans achieve optimal retirement outcomes. He approaches this by offering thought leadership in retirement plan services and investments and working diligently as a key business partner to retirement plan advisory firms, consultants, and retirement plan sponsors. His expertise spans qualified plans, investments, fintech, current industry trends and Franklin Templeton products and services.
Mr. Murphy began his career in the financial services industry in 1999 and joined Franklin Templeton in 2011. Prior to that, he was a regional vice president on Columbia Management's Defined Contribution Investment Only team. He also served as vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services.

Lee Hollingworth
Lee Hollingworth
Franklin Templeton
- Head of UK Retirement

Lee Hollingworth, Head of UK Retirement, joined Franklin Templeton in December 2021. Lee is responsible for developing and leading FT’s defined-contribution (DC) pensions business in the UK market.
He has over 20 years of industry experience and joined FT from Hymans Robertson, where as a partner, he led their DC consulting business.

Leonardo González
Leonardo González
Berenberg
- Business Development Manager, UK

Leonardo González joined Berenberg in 2023 and is a Business Development Manager (UK) responsible for building and fostering relationships with institutional investors, investment consultants and professional trustees. Leonardo has 14 years of experience in asset management within the UK institutional space, he was previously at Janus Henderson Investors where he was a Client Director and he spent several years at AllianceBernestein and Newton Investment Management in client-facing institutional roles. Leonardo holds a Master’s degree in Globalisation & International Policy and a Bachelor’s degree in Financial Economics, he is a holder of the Investment Management Certificate and the CFA Institute Certificate in ESG Investing.

Mary Cahani
Mary Cahani
Invesco
- UK Institutional Director focused on DC Clients
Mark Hewitson
Mark Hewitson
WEALTH at work
- Business Head
Philipp Löhrhoff
Philipp Löhrhoff
Berenberg
- Head of Multi Asset Solutions

Philipp Löhrhoff joined Berenberg in 2021 and is a portfolio manager in the Multi Asset team. In his previous roles he worked closely with institutional investors to structure, develop and place bespoke hedging and investment solutions. He is an expert for quantitative investment strategies as well as cross asset solutions with a particular focus on equity and fixed income. He spent several years at Goldman Sachs, BNP Paribas and Natixis in London. Philipp holds a Master‘s degree in Finance and Economics and a Bachelor’s degree in Econometrics and Mathematical Economics from the London School of Economics and Political Science (LSE).

Rosalind Knowles
Rosalind Knowles
Linklaters
- Consultant

Rosalind advises trustees and companies on all aspects of pensions law, including trust law and regulatory advice. She has specialist expertise in benefit change programmes, valuation negotiations (including involvement from The Pensions Regulator), and funding (including contingent assets), de-risking, investment and governance issues.

Ruston Smith
Ruston Smith
PMI
- Chair of PMI Board
Simon Redman
Simon Redman
Invesco
- Managing Director, Head of DC Real Estate
Sharon Bellingham
Sharon Bellingham
Scottish Widows
- Master Trust & IGC Lead

An experienced pensions professional, Sharon comes with 30 years’ DC experience consulting across a wide range of disciplines. Sharon joined Scottish Widows in September 2020 and works closely with the Scottish Widows IGC and Master Trust Trustee Board – Sharon has unrivalled insight and well-rounded experience gained from her time in consultancy as well as from being on the provider “front line”.
Sharon is an Accredited Professional Pension Trustee and a member of the PLSA Master Trust Committee; she also Chairs the ABI Master Trust Working Group and is a member of the Scottish Widows Master Trust Scheme Strategist Committee.

Sandisiwe Dhlamini
Sandisiwe Dhlamini
TPR
- Equality, Diversity and Inclusion lead

Sandie is the Equality, Diversity and Inclusion lead at TPR having joined the organisation in June 2022. She most recently worked at the Department for Digital, Culture, Media and Sport as the Head of Policy Transformation and Diversity & Inclusion. She is a CIPD accredited HR professional with over 10 years’ experience in the public sector. Over the course of her career, she has worked in the Civil Service and National Health Service leading on Diversity & Inclusion, Reward, employee relations, change and project management.

Steve Webb
Steve Webb
LCP
- Partner

Steve Webb was Minister of State for Pensions between 2010 and 2015. During that time he implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms implemented in April 2015. He was awarded a knighthood in the New Year’s honours in 2017.

Following his time in Parliament he worked for Royal London for four years before joining LCP as a partner in 2020, where he has campaigned successfully to secure an estimated £2 billion in backpayments for over 100,000 women who had been underpaid state pensions. More recently he has been working on proposals for reform of the DB funding system and on innovative ideas for decumulation in DC pensions.

Tim Middleton
Tim Middleton
PMI
- Director of Policy and External Affairs
Yaqub Ahmed
Yaqub Ahmed
Franklin Templeton
- Global Head of Retirement

Yaqub Ahmed is Global Head of Retirement and co-Head of US Retirement, Insurance Sub-Advisory & 529 College Savings for Franklin Templeton. In this role he is responsible for overseeing
Franklin Templeton's U.S. institutional and advisory defined contribution, insurance sub-advisory, 529 businesses & market strategies. His responsibilities
include leadership on strategic partnerships/joint ventures, M&A, FinTech, public policy and regulatory matters related to the broader U.S. retirement &
insurance market.
Yaqub serves on the Franklin Templeton Management Committee and on the Fiduciary Trust International Board of Directors and Audit Committee.
In addition, he is a member of the MMI Institutional Steering Committee, the DCIIA Public Policy Committee (emeritus), SPARK Institute Board of Directors,
Board of Advisors for EACH Enterprise, LLC (emeritus), IRI Asset Management Committee (emeritus) and NAPA Leadership Council (emeritus).
Yaqub also serves on the Board of Directors for The Florida Aquarium and the historic Tampa Theatre.
He has over 25 years of experience in financial services, with a focus on the institutional retirement & insurance markets. Prior to joining Franklin Templeton in
2009, he served as managing director for Columbia Management's investment-only division responsible for overseeing both the U.S. defined contribution
(Institutional & Retail) and insurance subadvisory businesses.
Mr. Ahmed holds a bachelor's degree from Boston University. Mr. Ahmed has been named as one of the "100 Most Influential" in the defined contribution
industry by InvestmentWires.com for eight years and is a frequent speaker at industry conferences and client forums.
Yaqub and his wife Caroline are proud parents to 3 very active boys.

Thank you to our sponsors and partners for their continued support

Linklaters
Linklaters
Gold sponsor
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Bluefield LLP
Bluefield LLP
Silver sponsor
-
Bravura Solutions
Bravura Solutions
Silver sponsor
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BlackRock
BlackRock
Sponsor
-
Berenberg
Berenberg
Breakout Sponsor
-
P/E Investments
P/E Investments
Sponsor
-
Franklin Templeton
Franklin Templeton
Sponsor
-
Wealth at Work
Wealth at Work
Insight Partner
-
Invesco
Invesco
Insight Partner
-
Sackers
Sackers
Insight Partner
-
Scottish Widows
Scottish Widows
Insight Partner
-
CACEIS
CACEIS
Exhibitor
-
Partners Group
Partners Group
Breakout Sponsor
-
Savvy Investor
Savvy Investor
Media Partner
-

DC and Master Trust Symposium 2023

Highlights