Audio Presentations
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Session 4 - Inflation and its Proxies
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Session 5 - Longevity
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Please click on the links to download interviews from the 2010 Euromoney Inflation Linked Products conference:
Anthony Morris on the Fisher equation. http://link.reuters.com/syf73k
Dariush Mirfendereski on trading linkers: http://link.reuters.com/cyk63k
Lars Hörngren on sovereign issuance: http://link.reuters.com/zeg63k
On 11-12 May Amsterdam was host to the seventh annual Real Return conference. This dedicated inflation linked products event united a group of the leading market experts including issuers, investors and financial intermediaries from across Europe and North America. This year the focus of this conference surrounded the debt crisis and what this meant for the inflation debate.
Inflation experts were keen to discuss a range of issues affecting the inflation-linked market including unconventional monetary and fiscal measures, debt-ridden economies and the demographic crisis. Although concerns were raised about the current climate and the affect of market instability, speakers were very positive about the growth of the market in index-linked securities, once recovery is seen as sustainable.
The main conference was primed with a half day training session in which investors, whether seasoned in inflation products or relatively new to the market, gained invaluable advice from the specialists on product and market developments.
George Magnus, the man credited with having predicted that the US sub-prime crisis would lead to recession, kicked off the day’s proceedings with an engaging address about the escape from ‘debtville’. This was followed by a series of high-level panels and sponsor-led workshops discussing such issues as regulatory changes, long-term trends for pension funds and liability driven investing.
Now in its seventh year, this conference provided an unparalleled opportunity for all the major inflation players to discuss this exciting and expanding market.
Training Presentations:
Nomura Training Session
Towers Watson Longevity Training Session
Workshop Presentations:
Nomura Workshop
Sovereign issuers who spoke at the conference included:
Mark Deacon, Senior Quantitative Analyst, UK Debt Management Office
Davide Iacovoni, Head of Euro-denominated Medium-long Term Liquid Funding Division, Public Debt Directorate, Department of the Treasury, Ministry of Economy and Finance, Italy Lars Hörngren, Chief Economist, Swedish National Debt Office
Anthony Réquin, Deputy Chief Executive, Agence France Trésor
Others speakers included:
Tarik Ben-Saud, Head of Liability Driven Investing, BlackRock
Jeroen Wilbrink, Director of Structured Solutions, LDI Team, F&C Investments
Gautam Jain, Portfolio Strategist, EM Linkers Fund, The Rohatyn Group
Stephane Levy, Global Head of Sinopia Product Specialists, HSBC Global Asset Management
For sponsorship and speaking opportunities in 2011 please contact Annabel Nason on +44 207 779 8452 or anason@euromoneyplc.com