News & Events – Avida International

Bart Heenk speaks at CIPFA Pensions Annual Conference 2019

13 November 2019 – Bart Heenk spoke at this year's annual CIPFA Pensions Conference on the topic of “Growing your business starts with good governance”. To see his presentation please click here

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Sally Bridgeland co-speaker at Institutional Investor Summit UK & Ireland

20-21 June 2019 – Sally Bridgeland was a co-speaker at this event, on the topic of “Is more governance good governance?”

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Sally Bridgeland speaker at RI Europe 2019

11-12 June 2019 – Sally Bridgeland was one of the speakers in Plenary 5 on 12 June – “Larry Fink, CEO, Blackrock, said: “We are going to see evidence over the long term that sustainable investing is going to be at least equivalent to core investments. I believe personally it will be higher.” So, is responsible investment now core to running pensions and institutional capital? If so, how? And why aren’t more pension funds and investment managers doing it?”

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Dorothee Franzen participates in Ausgewählte Themen des Kapitalmarkts und er Kapitalanlage

7 June 2019 – Dorothee Franzen attended this event by the Eberbacher Kreis, in Berlin.

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Dorothee Franzen attends aba Jahrestagung 2019

7-8 May 2019 – Dorothee Franzen attended the annual meeting of the German pension fund association aba Jahrestagung in Bonn.

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Avida hosts: Pooling risk management resources

26 March 2019 – Everyone understands the importance of good risk management, including the regulator. Developing risk assessments, having a solid risk policy and a governance framework around risk management are crucial for good member outcomes. But how does a pension fund attract top risk managers? Avida has frequently been asked these questions by our pension fund clients. Until now we never had an adequate answer. We now think that pooling risk management resources with other pension funds may be the way forward for those funds not able to employ a full-time chief risk officer. At this breakfast roundtable our specialists explored the pros and cons of sharing risk management resources with fellow pension funds and led a roundtable discussion.  If you are a senior pension fund representative interested in attending our roundtables in future please contact stephaniewindsor@avida-int.com.

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Bart Heenk attends FIRCAP London

On 18-19 March 2019, Bart Heenk attended this event on ‘Catalysing collaboration to solve complex problems in private markets’.

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Dorothee Franzen attends Social Partner Models Now!

7 March 2019 – Dorothee Franzen attended this invitation-only event in Berlin-Mitte organised by the Eberbacher-Kreis.

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Sarah Smart participates in DC stream at PLSA investment conference

6-8 March 2019 – Sarah Smart participated in the DC stream on ‘Passive v active investing for DC investors’ on 7 March.

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Bart Heenk attends UK and Ireland Alternatives Summit

30 January 2019 – Bart Heenk attended this event hosted by the Alternative Investments Institute.

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Simone Lavelle attends Ortec Finance Pearl 8 launch event

27 November 2018 – Simone Lavelle attended this event.

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Simone Lavelle attends Mallowstreet University Dinner – Pioneers in sustainable investing: integrating the UN sustainable development goals into investment

21 November 2018 – Simone Lavelle attended this dinner.

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Simone Lavelle attends Skagen Women in Finance Breakfast roundtable

9 November 2018 – Simone Lavelle attended this roundtable.

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Sally Bridgeland panellist at ‘Current Investment Issues for Pension Funds’

8 November 2018 – Sally Bridgeland was a panellist in the ‘Practical thoughts on driving an ESG agenda’ session at this SPS conference.

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Simone Lavelle attends International Women’s Forum Ethical Leadership Seminar

1 November 2018 – Simone Lavelle attended this seminar in London.

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Bart Heenk and Simone Lavelle attend Strategia Worldwide reception

31 October 2018 – Bart Heenk and Simone Lavelle attended this reception in London.

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Bart Heenk and Simone Lavelle attend UK & Ireland Institutional Forum

11 October 2018 – Bart Heenk and Simone Lavelle attended this forum in London. Simone also attended the International Women’s Forum dinner.

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Simone Lavelle attends BMO Global Asset Management Conference

9 October 2018 – Simone Lavelle attended this conference.

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Avida hosts: Crisis management for pension funds

25 September 2018 – this roundtable was organised together with Strategia Worldwide.  Sir Richard Shirreff  introduced the subject and discussed the importance of proper planning for crises. This was followed by a roundtable discussion. If you are a senior pension fund director/trustee interested in attending our roundtables, please contact stephaniewindsor@avida-int.com

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Simone Lavelle attends State Street European Consultants Summer Drinks

10 July 2018 – Simone Lavelle attended this State Street event.

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Simone Lavelle attends the International Women’s Forum

3 July 2018 – Simone Lavelle attended the Rabobank event.

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Simone Lavelle attends Goldman Sachs lunch

20 June 2018 – Simone Lavelle attended this annual lunch focused on FTSE 350 research.

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Avida hosts: Trustee Board and Investment Committee Decision-Making – what reporting support do you really need to be effective?

19 June 2018 – Peter Kolthof, Partner and Country Head for Avida International in the Netherlands, introduced the subject and discussed his extensive experience of best practice in decision-support reporting. He laid down some challenges about how trustees make use of an executive team and advisers. This was followed by a roundtable discussion and a summary can be found here.

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Simone Lavelle attends BlackRock breakfast meeting

18 June 2018 – Simone Lavelle attended this meeting on Chinese EQ.

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Sally Bridgeland leads discussion at UK and Ireland Summit 2018

14-15 June 2018 – Sally Bridgeland led a discussion on the use of factor investing on the first day of this summit.

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Dorothee Franzen and Tim Juling attend the ABA Jahrestagung 2018

3 – 4 May 2018 – Dorothee Franzen and Tim Juling attended the annual conference of the German pension fund association.

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Simone Lavelle attends State Street Executive Women’s Dinner

7 March 2018 – Simone Lavelle attended this event.

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Avida hosts: Running DB pensions – a CFO’s perspective

27 February 2018 – Avida International organised a breakfast roundtable on running DB pensions from a CFO’s perspective. Annemarie Straathof talked about the governance changes she, as CFO Europe for Rabobank, helped effect during the last couple of years at their UK pension fund. This was followed by a roundtable discussion and a summary can be found here.

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Simone Lavelle attends Morgan Stanley Ideas Conference 2018

21-22 February 2018 – Simone Lavelle attended this event.

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Bart Heenk attends UK & Ireland Alternatives Summit

20 February 2018 – Bart Heenk attended this Summit.

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Simone Lavelle attends Mercer’s 2018 DB roadshow

24 January 2018 – Simone Lavelle attended “Finding Opportunities in a Volatile World” in London.

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Paul Boerboom and Bart Heenk attend I&PE Conference and Awards 2017

28-29 November 2017 – Paul Boerboom and Bart Heenk attended this event in Prague.

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Simone Lavelle attends State Street European Consultant Conference

21 November 2017 – Simone Lavelle attended this conference in London.

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Bart Heenk attends Fiduciary Investors Roundtable for Collaboration & Partnership

3 November 2017 – Bart Heenk attended this event in New York

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Kommentar: Governance im Neuen Sozialpartnermodell – Lessons from Behavioural Finance

Dorothee Franzen comments on governance under the new social partner model in I&PE.

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Dorothee Franzen speaks at the Pinbox Washington DC Roundtable 2017

12 October 2017 – Dorothee Franzen spoke on Governance in the ‘Delivering Optimum Retirement Outcomes’ stream at this conference focused on ‘Saving the Next Billion from Old Age Poverty: Global Lessons for Local Action’

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Dorothee Franzen attends 11. Villa Mumm Konferenz

14 September 2017 – Dorothee Franzen attended the 11. Villa Mumm Konferenz: Investmentperspektiven und aktuelle Trends in der betrieblichen Zukunftsvorsorge

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Dorothee Franzen and Paul Boerboom attend AllianzGI-Oxford Pensions Conference

11-12 September 2017 – Dorothee Franzen and Paul Boerboom both attended the AllianzGI Oxford 2017 conferenceon coping with disruptive change.

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Sally Bridgeland participates in a Panel at the LGC Pension Fund Symposium

30 June 2017 – Sally Bridgeland participated in a Panel on Culture at this conference.

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Simone Lavelle attends Mallowstreet Educational Summit

26-28 June 2017 – Simone Lavelle attended this event at Castle Coombe.

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Avida hosts roundtable on ‘The Dynamic Executive Team vs. The Trustee Board’

8 June 2017 – On some occasions the trustee board of a pension fund is bigger than the executive team, leading to more ‘managers’ than ‘doers’. At our most recent breakfast roundtable we considered what the right mix might be and how the governance model should work.

If you are a senior pension fund director/trustee interested in attending our roundtables in future please contact stephaniewindsor@avida-int.com.

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Dorothee Franzen chairs Financial Literacy session at 15th International Conference on Pensions, Insurance and Savings

23-24 May 2017 – Dorothee Franzen chaired the Financial Literacy session at this conference in Paris.

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Dorothee Franzen participates in the Annual Conference of the German Association for Occupational Pensions

10-11 May 2017 – Dorothee Franzen participated in this annual conference in Berlin.

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Sally Bridgeland speaks at TSAM

15 March 2017 – Sally Bridgeland spoke at The Summit for Asset Management.

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Peter Kolthof chairs Financial Investigator roundtables on fiduciary management

Peter Kolthof chaired two Financial Investigator roundtables – one for providers and one for pension fund clients.

During the roundtables, the importance of soft factors (match in culture) next to hard results was stressed, as well as the continuous and independent evaluation of a fiduciary manager.

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Sally Bridgeland speaks at the LGC Investment Seminar 2017 – Implementing the Changes

3 March 2017 – Sally Bridgeland spoke as part of a plenary on ”What a pool will actually look like in the next 3/4 years according to experts outside the LGPS’.

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Sally Bridgeland panellist at Institutional Investor European Pensions Symposium

1-3 February 2017 – Sally Bridgeland was a panellist at the Institutional Investor European Pensions Symposium focused on ‘Meeting long-term liabilities in an age of unpredictability‘.

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Dorothee Franzen panellist at the OPTrust Global Pension Leadership Summit

13-15 November 2016 – Dorothee Franzen was a panellist on the ‘Collaboration in theory and practice session’ at the OpTrust Global Pension Leadership Summit.

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Avida International hosts ‘crisis management for pension funds’ seminar

13 October 2016 – Avida International celebrated it’s 10th anniversary with a London-based seminar on crisis management for pension funds. The keynote speaker was General Sir Richard Shirreff, Deputy Supreme Commander of NATO Europe 2010-2014 who talked about how the military deal with crisis management. He was joined by Martin Reeves, Senior Partner and Managing Director at the Boston Consulting Group’s New York office, and Director of the BCG Henderson Institute, who looked at adapting strategy to a changing landscape; Paul Boerboom and Sally Bridgeland of Avida International who gave practical examples of risk management and the lessons that can be learnt by the pensions industry; and Bart Heenk also of Avida International who talked about the importance of repeated practice and thorough preparation.  The day was chaired by Professor Gordon Clark, Avida International Advisory Board member and Director of the Smith School of Enterprise and the Environment, University of Oxford.

A brief summary of the day can be found here.

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Paul Boerboom acts as commentator at Allianz-Oxford Pensions Conference

29-30 September 2016 – Paul Boerboom acted as commentator on the ‘New models of pension fund governance’ session at the 2016 Allianz-Oxford Pensions conference.

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Bart Heenk chairs panel discussion on outsourcing at IPE 360 conference

PANEL

10 June 2016 – Bart Heenk (MD, Avida International) chaired a panel discussion at the IPE 360 Conference at the London Stock Exchange. Joining him on the Panel were David Adkins (Chief Investment Officer at The Pensions Trust) and Anthony Webb (Head of Fiduciary Management Research at KPMG). The topic was:

Making Outsourcing Work: Fiduciary Management and other forms of Investment Strategy Delegation

 

PAN-EUROPEAN AUDIENCE

The audience consisted of the leading pension fund representatives from the UK, Netherlands, France, Germany, Belgium and other key European pension markets.

 

TOPICS

The discussion centred around the importance of being able to judge the value of outsourced activity. Financial data – such as performance, costs and risk – are only one factor in this; softer human factors – such as communication, trust and innovation – are just as important, though not always easy to quantify. Another topic was the importance of pension funds not being talked into a provider’s outsourcing model, but to work out precisely what their own needs are before deciding on who the provider should be. Too often investment consultants are leading the debate and transferring their pension fund clients from an advisory to a delegated model, whereas the best solution for the pension fund might be an altogether different method of outsourced decision-making. It was agreed that a proper and independent analysis has to precede the decision to change the mandate.

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Impressie van ‘Vertrouwen in onzekere tijden’

Het 10-jarig jubileum van Avida stond in het teken van het seminar ‘vertrouwen in onzekere tijden’ dat op 1 juni plaatsvond  in Wassenaar. Hierbij een korte impressie van deze geanimeerde bijeenkomst.

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Fees and costs in asset management – Bart Heenk participates in CFA Society UK roundtable

Fees and costs are controversial issues in the investment industry. Steven Charlton, Aisha Dudhia and Bart Heenk break down the key challenges in the discourse in the Autumn issues of Professional Investor. Bart Heenk: “The average pension fund trustee has limited insight into management fees and no idea of the true costs. This is largely because there is not attempt by the industry to provide clear and complete reporting. In fact most costs are, and remain, hidden unless you specifically ask for them.”

Read the full article here.

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Sally Bridgeland speaks at Allianz-Oxford Pensions Conference 2015

1-2 October 2015 – Sally Bridgeland was one of the speakers at the Allianz-Oxford Pensions Conference 2015.

Beyond the mid-life crisis: Challenges for plan sponsors and trustees in the UK as DB pension funds mature.

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Retirement fund should be run like a business

Bart Heenk spoke about the trend of outsourced models such as investment consulting and fiduciary management at the Sanlam Investment Institutional Insights conference in Sandton, Cape Town.

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Sally Bridgeland panellist at EPI Summit

8-10 June 2015 – Sally Bridgeland was a panellist on an asset allocation discussion panel at Marcus Evans’ EPI Summit.

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Sally Bridgeland: Future of Fund Management panelist

10 March 2015 – Sally Bridgeland participated as a panelist in Marketforce’s The Future of Fund Management on the ‘Ask-the-experts panel discussion: improving dialogue with investors’.

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Sally Bridgeland keynote speaker at Annual Pensions Conference 2014

2 October 2014 – Sally Bridgeland was the keynote speaker at the Annual pensions conference 2014: Living with Risk.

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