Schedule of Seminar 'Investing under the New Pension System during and after the transition'
Seminar 'Investing under the New Pension System during and after the transition'
On Monday 24 March: | |
11:00 - 11:30 | Coffee & registration |
11:30 - 11:45 |
Welcome & Introduction (In Dutch)
Jacob Schoenmaker, Head of Investments at Pension Fund PostNL, Lecturer at Nyenrode Business University and Stock Market Commentator at RTL Z. |
11:45 - 12:15 |
What are the experiences of De Nederlandsche Bank with pension funds that have started sailing in early 2025? (In Dutch)
René Rollingswier, Head of Expert Centre for Financial Risks, De Nederlandsche Bank |
12:15 - 12:45 |
Implications of the transition to WTP on investment policy
Willem van Dommelen, Director, EMEA Pension Solutions, Multi-Asset Strategies & Solutions, BlackRock |
12:45 - 13:15 | Lunchbreak |
13:15 - 13:45 |
Liquidity management: strategic and operational (In Dutch)
Martin Sanders, Head of Pension Investments, AXA Investment Managers |
13:45 - 14:15 |
Wtp: more or fewer mortgages? (In Dutch)
Evelien van Hilten, Head of Portfolio management, DMFCO As a result of the WTP, pension funds are forced to review their allocation strategy. In this session, Evelien van Hilten discusses the role of mortgages within this new framework. In doing so, she discusses the differences between an allocation to a matching or return portfolio. She also zooms in on the degree of (il)liquidity offered by mortgages and discusses relevant topics such as more frequent valuations. |
14:15 - 14:30 | Coffee break |
14:30 - 15:00 |
Effective post-transition multi-asset portfolios (In Dutch)
Twan van Erp, Directeur Strategisch Portefeuille Advies, Achmea Investment Management |
15:00 - 15:30 |
Panel discussion on 'Risk in the investment portfolio under the Wtp, how to build it?' (In Dutch), with:
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15:30 - 15:45 | Coffee break |
15:45 - 16:15 |
Dynamic investing in new Pension System (In Dutch)
Gosse Alserda, Senior Investment Strategist, Aegon Asset Management While many pension funds are familiar with dynamic investment policies in the old system, many plans in the new system are based on static investment policies. In the presentation, Gosse Alserda will discuss which forms of dynamic policies can potentially add value in the new system. |
16:15 - 16:45 |
The use of illiquid investments under WTP (In Dutch)
Jeroen Wilbrink, Lead Portfolio Manager, Goldman Sachs Asset Management |
16:45 - 17:15 |
Panel discussion on 'Investing during transitioning' (In Dutch), with:
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17:15 - 18:15 | Snacks & drinks |