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Speakers 
 Jeremy Beckwith,
Chief Investment Officer,
Kleinwort Benson
Jeremy joined Kleinwort Benson Private Bank in April 2003 as Chief Investment Officer from Merrill Lynch Investment Managers. He is responsible for the investment process and the performance of the discretionary portfolios. He has been responsible for the introduction of a multi-asset class approach to client investment at Kleinwort Benson.
At MLIM, his role was as Head of EAFE Equities (non-US equities for Americans), leading the team managing money for both mutual fund clients and large North American pension funds. Prior to moving to the EAFE team in 1998, he had been Managing Director of Merrill Lynch Global Asset Management responsible for the management of portfolios of high net worth private clients and small institutions from Europe and the Middle East, and also chaired the Global Investment Committee.
Previous jobs were as Head of Equities for Mitsubishi Finance International, and as an Equity Manager for Manufacturers Life Insurance Company.
He is married with two daughters and lives in Surrey. He has a life-long passion for cricket, and can be found on Saturday afternoons in the summer acting as a member of the Umpires’ Panel for the Surrey Championship League.
Jeremy holds an M.A. in Economics from St. Catharine’s College, Cambridge.
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 Arjan Berkelaar,
Principal Investment Officer,
World Bank
Arjan Berkelaar is a principal investment officer at the Quantitative Strategies, Risk & Analytics department of the World Bank. He joined the World Bank in July 2000. Before joining the World Bank, he worked at Ortec Consultants, a pension consultancy firm in the Netherlands. At the World Bank Arjan is mainly responsible for strategic asset allocation and asset liability management as well as risk budgeting for the Bank’s pension plan and the Bank’s post-retirement medical plan. In addition, he has worked on selecting external asset managers and risk management. Arjan has also advised Central Banks on reserves management issues and more recently advised governments in oil-rich developing countries on setting up funds for the future.
He wrote several articles published in journals such as The Review of Economics and Statistics, European Financial Management, Journal of Economic Dynamics and Control, and Operations Research and has spoken at numerous international and academic conferences. Arjan holds a PhD degree in Finance from the Erasmus University Rotterdam, an MSc degree in Mathematics (summa cum laude) from the Delft University of Technology and is a CFA charterholder.
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 Kevin J Carter,
Managing Director,
JP Morgan Securities Ltd
Joined JPMorgan in November 2006 from Watson Wyatt Limited where he was a Senior Investment Consultant and Head of European Investment Practice. Prior to joining Watson Wyatt in 2002, Mr. Carter worked at Old Mutual plc for 16 years where he was chief executive officer for Old Mutual Asset Managers in the US and the UK. Mr Carter has also served as a director for the UK Society of Investment Professionals, as well as for several UK investment trusts and funds.
Mr. Carter holds a Ph.D in Finance from the University of Cape Town and is a graduate of the Witwatersrand Graduate Business School in South Africa.
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Guy Coughlan,
Managing Director,
JP Morgan Securities Ltd
Guy Coughlan, MD
Head of the Pension Asset Liability Management Advisory Group. Previously headed the Risk Management Products group, which was later spun off from JPMorgan as The RiskMetrics Group. In this role he was responsible for risk management products such as RiskMetrics, CreditMetrics, CALM and CASPAR. Joined JPMorgan in February 1994 and worked in the bank’s Fixed Income Research Group. Prior to joining JPMorgan his previous experience includes working for a major oil company.
Holds a B.Sc. (Honors) degree from the University of Western Australia and a D.Phil. (Ph.D.) in Physics from Oxford University in the UK.
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 John Dickson,
Partner and Head, Investment Practice,
Hymans Robertson
John Dickson is an owning Partner at Hymans Robertson LLP and Practice Manager of the Investment Consultant Practice. A qualified actuary, John joined Hymans Robertson in June 2003 from Abbey National where he was latterly head of their Stuctured Products team. Through this, John gained hands on experience of dealing in derivatives and is heavily involved in Hyman's research of investment bank products. John works with a range of larger clients in both the public and private sectors.
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Andre du Plessis,
Senior Investment Consultant,
Watson Wyatt
Andre du Plessis is head of Advanced Investment Solutions, a specialist advisory group based in London and responsible for advising pension funds and foundations on investment strategy and manager structures and selections. It also provides governance support designing and implementing more complex alternative investment strategies. Andre is also directly involved in the research and selection of hedge fund managers and allocations to different alternative strategies and managers.
Previously Andre was Chief Executive of Coronation Fund Managers, the institutional Funds of Hedge Funds business and a member of the IC selecting and managing hedge fund managers and strategy views. Prior to that he was head of the emerging markets at HSBC Investment Bank in London and had similar responsibilities at NatWest Markets. Andre has 25 years investment experience managing institutional funds and writing investment strategy research in various large and specialist institutions.
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 Roger Gray,
Chief Investment Officer,
Hermes Pension Management
Roger Gray joined Hermes as Chief Investment Officer in September 2006, after four years as an independent institutional adviser to investment funds and asset management businesses. From 1997, he had been CEO/CIO of UBS Asset Management Switzerland and then Global Head of Asset Allocation/Currency for UBS Brinson. He started his career in asset management in 1983 with Rothschild Asset Management, where he was latterly the Chief Investment Officer and head of institutional business. He studied Politics, Philosophy and Economics at Oxford University and Economics as a post-graduate at Harvard University, where he was a teaching fellow in international finance and in commodity and securities markets
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 Pierre Guillemin,
Head Quantitative Asset Management, Head Alternative Investments,
Swiss Life
Pierre Guillemin, as a Managing Director at SwissLife Asset Management, is responsible for Quantitative Asset Management and Alternative investments.
Previously, he was Head of Asset Management at SwissLife Asset Management (France) where he developped Quantitative techniques for Asset allocation, credit management and directional trading. Pierre Guillemin is graduated from Ecole Centrale de Paris and Université des Sciences de Paris (DEA Statistics and Stochastic Processes).
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 Stefan Hepp,
Chief Executive Officer and Founder,
SCM Strategic Capital Management
Stefan Hepp is a founding partner of SCM, a leading European advisor/gatekeeper focused on institutional Private Equity and Real Estate portfolios representing assets under management of about USD 4.5 billion. As the CEO of SCM, he directs the development and continuous enhancement of the firm’s client services and the expansion of SCM’s franchise among leading institutional investors.
Prior to founding SCM, he worked for a number of years for Morgan Stanley Dean Witter in London and later in Zurich where he was Head of the institutional business of the equity division and a member of the management committee of Morgan Stanley’s Swiss office.
He holds a Ph. D in Economics from the University of St. Gall, an MBA from the University of Chicago Graduate School of Business and a Master’s degree in Economics from the University of Birmingham.
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 Lars Jaeger,
Partner and Head of Alternative Beta Strategies,
Partners Group
Lars Jaeger holds a PhD degree in theoretical physics from the Max-Planck Institute for Physics of Complex Systems, Dresden. He studied physics and philosophy at the University of Bonn, Germany, and Ecole Polytechnique, Paris. After his post-doctorate studies in Dresden, Lars began his finance career as a quantitative researcher on econometric and mathematical modeling of financial markets at Olsen & Associates AG in Zurich. He subsequently joined the Hedge Fund group of Credit Suisse Asset management, where he was responsible for risk management and quantitative strategy analysis. Lars is a founding partner of saisGroup, an investment firm specializing on alternative investment strategies which merged with Partners Group, where he is now heading the group “Alternative Investment Research”. Lars holds the CFA charter and is a certified Financial Risk Manager (FRM). He is the author of numerous research publications and the books “Risk Management of Alternative Investment Strategies”, published in 2002 with Financial Times Prentice Hall, “The New Generation of Risk Management for Hedge Funds and Private Equity“ (ed.) published by Euromoney in 2003, and “Through the Alpha Smokescreen: A guide to hedge fund return sources”, published by Institutional Investors (2005).
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 Niels Jensen,
Founding Partner and Chief Executive Officer,
Absolute Return Partners
Niels has more than 20 years of investment banking, private banking and asset management experience. He began his career at Andelsbanken in Copenhagen in 1984. Since 1986, he has been based in London, working for American investment banks Goldman Sachs, Oppenheimer and Lehman Brothers, where he was in charge of its European private wealth management business. It was also at Lehman Brothers that he developed the concept of investing that has now been put into effect at Absolute Return Partners. He is a graduate of University of Copenhagen with a Masters Degree in economics.
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 Fabrizio Ladi,
Partner & Member, Investment Committee,
Systematic Absolute Return AG
Fabrizio is a partner and member of the investment committee at Systematic Absolute Return AG (SAR). He is in charge of manager due diligence and is involved in manager sourcing. This includes conducting on-site manager visits, portfolio management, operational due diligence and risk control. SAR is a Zurich based asset management company that oversees several distinct niche alternative investments multi manager funds. SAR has several fund of funds in the area of asset finance and the market neutral space. This unique approach along with a disciplined process has allowed SAR to become one of the leading performers in this area as can be seen by its superior rankings year after year.
Fabrizio has 11 years of entrepreneurial experience in the financial markets, covering both front end and executive positions. He is registered with the NASD currently holding a Series 7 & 55 license. He began managing investments in 1994. In 2001 he founded Renaissance Equity Partners LLP a Statistical Arbitrage hedge fund. The trading strategy was a derivation of his personal equities trading style. He designed developed and brought into production the proprietary order execution, risk management and redundancy platform. From 1997 till late 2003 he also acted as registered investment advisor in Italy and in the USA where he founded Piedmont investment advisors LLC. The company’s mission was the creation of investment portfolios using alternative investments, his holdings in the company where later sold to other Partners. Mr Ladi read Literature and Philosophy at University of Bologna and he graduated at the Edinburgh Academy in Scotland.
At SAR, Fabrizio is involved in analysing early stage and seasoned managers. Fabrizio constantly looks at the different qualitative risks that could affect the portfolio. The control of these often under estimated risks can lead to portfolio out performance and stability in the evolving hedge fund environment of today.
Job title: Partner and member of the Investment Committee.
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 Peter Martin,
Senior Investment Consultant & Actuary,
Aon consulting
Peter Martin is a Senior Investment Consultant and Actuary with Aon Consulting and gives advice to a wide and varied portfolio of clients.
Peter currently leads the Aon LDI Product Manager Research team and is Head of Property research for UK pension fund clients. Peter is currently Chair of the Professional Pensions Property Panel, Member of SPC Investment Committee and is ‘Champion’ for Passive Research and Wind-Up advice within Aon.
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Andrew McCaffery,
Head, Absolute Return Strategies,
Aberdeen Asset Management
Andrew McCaffery is head of absolute return strategies at Aberdeen Asset Management, responsible for developing and overseeing a range of products to utilise the investment skills of the Aberdeen team in this growing sector of the investment market. Andrew joined Aberdeen in 2006 from Attica Alternative Investments Limited in London, a fund of hedge funds business where he was chief executive officer. Prior to this, Andrew was a managing director with UBS in London, where he was responsible for overseeing global coverage of hedge fund investors, having been an architect of the investment bank's hedge fund business planning. Andrew was also directly responsible for interest rate product sales globally to hedge funds and absolute return investors. Previously, Andrew had worked in a range of fixed income businesses for international investment banks.
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 Sarah McPhee,
Chief Investment Officer,
AMF Pension
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 Euan Munro,
Head of Multi-Asset Investing,
Standard Life
Euan Munro leads the Multi-Asset Investing unit at Standard Life Investments.
This is a unit that incorporates multi-asset fund managers, strategists and risk experts to develop and run liability and capital efficient investment strategies for both Standard Life Group and external clients. The team are responsible for the management of over £50bn of such funds. Euan is a fellow of the Faculty of Actuaries, with 14 years of experience in financial markets and has been managing funds since 1992.
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 John Ralfe,
Independent Pensions Expert,
John Ralfe Consulting
John Ralfe is an independent consultant advising company & trustee boards on pensions.
Until December 2002 he was Head of Corporate Finance at Boots & instrumental in moving the £2.4bn Boots Pension Fund to 100% AAA long dated sterling bonds & swaps.
He is a vocal contributor to the debates on company pensions & pension regulation and is a regular contributor to the Financial Times.
Prior to Boots he spent 11 years in banking. He obtained a First in PPE in 1978, from Balliol College, Oxford & also studied economics at King’s College, Cambridge.
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 Philip E Read,
Pensions Manager,
Metal Box Pensions Trustees Limited
Philip Read is a Fellow of the Institute of Actuaries, and a Fellow of the Pensions Management Institute. He is currently a member of Council, and a past Vice President, of the Pensions Management Institute.
Philip practiced as a Consulting Actuary in both South Africa and the UK, before joining GEC in 1993, where he became the Pensions Manager. In September 1999, Philip joined CarnaudMetalbox Group UK Limited, where he is the UK Pensions Manager. His responsibilities cover both Investment Strategy and the day-to-day administration of The Metal Box Pension Scheme, which currently has 24,000 Members and assets amounting to some £1.5 billion.
He is also non-executive Chairman of Coal Pension Trustees Services Limited, and will become the Chairman of the British Coal Staff Superannuation Scheme from 1 May 2007.
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 Roland Staub,
President,
Trustee Suisse
Roland Staub is the joint founder of the TS Group in Switzerland and is a Partner and Director of its two subsidiary companies: TS Trust GmbH, Switzerland and TS Trustee Suisse AG, Switzerland. He has been a Partner and Director of TS Trust GmbH since April 2004 and is responsible for handling group client relationships. He is also a Partner and Director of TS Trustee Suisse AG since its inception in November 2003, where Mr Staub is responsible for the development, structuring and selection of investments, including financial and tax driven products, to be offered to group clients. Mr Staub took a career break between October 2002 and November 2003 to pursue other interests and to establish the TS Group. Prior to this, Mr Staub worked at Schroder & Co Bank AG where he was a Director from April 2001 to October 2002. He was responsible for the development and creation of a family office division at the Bank, including the development and selection of financial products for group clients. Prior to this, from February 1998 to March 2001, Mr Staub worked at Citco (Suisse) S.A. as a Senior Officer and Member of Supervisory Board of Directors. He was responsible for corporate and private clients of the firm, and in particular the handling of client structures. Mr Staub is a Trust and Estate Practitioner, he also has a Law Degree from the University of Zurich and has been admitted as a lawyer to all courts of Switzerland.
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 Marcus Storr,
Portfolio Manager,
Feri Institutional Advisors
Mr. Storr is Portfolio Manager Hedge Fonds at Feri Institutional Advisors (FIA). His responsibilities include the asset allocation and optimisation of portfolios as well as analysis and selection of single hedge funds. Before joining FIA Mr. Storr was head of the Strategic Advisory Team at Sachsen LB in Leipzig, Germany, reporting to the CEO. From 1999 to 2003 he was a Director within the equity research department of Dresdner Kleinwort Wasserstein in London. Prior to this he worked for JPMorgan Chase in London as an European equity analyst. Mr. Storr holds a masters degree in finance/capital markets and international management from Humboldt University of Berlin in addition to a two year apprenticeship as a bank manager. He is a qualified person under the regulations of the FSA in the United Kingdom.
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Mr Colin Swanson,
Bank of Scotland
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 Erik Valtonen,
Chief Risk Officer,
AP3
As well as holding the position of Chief Risk Officer, Erik is a member of the Executive Management Committee at AP3, a Swedish public pension fund with €21bn under management. The fund uses ETFs for tactical asset allocation and regards fundamental indices as a natural way of adding value to their portfolio. His first-hand pension fund perspective will add invaluable insight to the fundamental index panel discussion.
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Adriaan de Mol van Otterloo,
Founding Partner,
Intrinsic Value Investors
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 Chris Woods,
Senior Managing Director, Absolute Return Strategies,
State Street Global Advisors
Chris Woods is Senior Managing Director – Absolute Return Strategies at State Street Global Advisors. He is a Director of State Street Global Advisors Ltd, a member of the UK Executive Committee and a member of the Global Advisors Investment Committee. Prior to joining State Street, Chris worked at Quaestor Investment Management (a subsidiary of Yasuda Life) and before that Chris was Research Manager for BARRA International in London. Chris has an MA in Natural Sciences from Cambridge University (MA), a D.Phil (in atomic physics) from Oxford and an MBA from the London Business School.
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 Costas Yiasoumi,
Vice President,
JP Morgan Securities Ltd
Costas Yiasoumi joined JPMorgan in 2006 after 17 years at Mercer Human Resource Consulting. At Mercer he was a Principal acting as a scheme actuary and lead managing consultant to a number of trustee and corporate clients, and national leader for pension plan winds ups and bulk annuities transactions. Acknowledged UK expert in pension plan wind-ups and terminations, with personal experience of winding-up all types of pension schemes from the smallest to the largest.
Mr. Yiasoumi is a Fellow of the Institute of Actuaries and Associate of the Pensions Management Institute, and a graduate of Manchester University.
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