2014 Global Retirement Savings Conference
Common Principles for a Diverse World
Programme
17 JUNE 2014
6:30 p.m.
Registration Opens
6:30–7:00 p.m.
Reception
7:00 p.m.
Dinner Programme
Welcoming Remarks
Dan Waters
Managing Director
ICI Global
United Kingdom
Themes for Tomorrow
A Conversation with
Paul Schott Stevens
President and CEO
Investment Company Institute
United States
and
Solange Berstein
Former Head of the Pension Supervisory Authority
Chile
18 JUNE 2014
8:00 a.m.–6:00 p.m.
Registration
8:00–8:30 a.m.
Continental Breakfast Sponsored by
8:30–8:45 a.m.
Welcoming Remarks
Dan Waters
Managing Director
ICI Global
United Kingdom
8:45–9:30 a.m.
Opening Keynote
Pablo Antolin-Nicolas
Principal Economist
Head of the Private Pension Unit
Financial Affairs Division
Organisation for Economic Co-operation and Development (OECD)
France
9:30–10:45 a.m.
Panel 1: Building Retirement Resources: How Do Governments and Regulators View Their Role and What Should Their Role Be?
Brian Reid, Moderator
Chief Economist
Investment Company Institute
United States
Dirk Broeders
Senior Strategy Advisor
Supervision Policy Division
De Nederlandsche Bank (DNB)
The Netherlands
Darren McShane
Chief Regulation and Policy Officer
Mandatory Provident Fund Schemes Authority
Hong Kong
Roberto R. Rocha
Senior Advisor
Financial Systems Practice
Financial Architecture and Regulation
World Bank
United States
Justin Wray
Head of Policy
European Insurance and Occupational Pensions Authority (EIOPA)
European Union
10:45–11:15 a.m.
Coffee/Tea Break Sponsored by
11:15–12:30 p.m.
Panel 2: Global Differences in Investor Attitudes Towards Saving and Investing and the Strategic Challenges in Delivering Financial Advice and Education
S. Katherine Roy, Moderator
Chief Retirement Strategist
J.P. Morgan Asset Management
United States
Josef Pilger
Asia-Pacific Pension Practice Leader
Executive Director, Financial Services
Ernst & Young
Australia
Yuta Seki
Managing Director
Head of Research
Nomura Institute of Capital Markets Research
Japan
Massimo Tosato
Executive Vice Chairman
Schroders
United Kingdom
12:30–2:30 p.m.
Luncheon Programme Sponsored by
Tim Jones
CEO
NEST Corporation
United Kingdom
2:30–3:45 p.m.
Panel 3: Use of Default Vehicles: Different Countries, Different Takes
Stephen P. Utkus, Moderator
Principal
Vanguard Center for Retirement Research
United States
Jaime de la Barra
Partner
Senior Investment Strategist
Regional Head of Business Development
Compass Group
Chile
Nick Callil
Head of Retirement Income Solutions
Towers Watson
Australia
Richard Gröttheim
CEO
AP7
Sweden
3:45–4:15 p.m.
Coffee/Tea Break Sponsored by
4:15–5:30 p.m.
Panel 4: Routes to Delivering Sustainable Retirement Outcomes—Different Concepts for Differing Risk Appetites
Robert Higginbotham, Moderator
Head of Global Investment Services
T. Rowe Price
United Kingdom
Bernard Delbecque
Director of Economics and Research
European Fund and Asset Management Association
Belgium
Gérard Fischer
CEO
Swisscanto Group
Switzerland
François Jacquemin
Head of Products and Solutions
Allianz Global Benefits
Germany
Matti Leppälä
Secretary General and CEO
PensionsEurope
Belgium
5:30–6:00 p.m.
Concluding Remarks
Dan Waters
Managing Director
ICI Global
United Kingdom