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Upcoming events

Throughout the year, we host a variety of Executive Education and networking events. Events that are open for anyone to join will be displayed in this section.

March 2018

Date: 21 March 2018, 17:00 - 21:00

Location: Cass Business School, Executive Education, The Auditorium, 200 Aldersgate Street, London EC1A 4HD

PIA Seminar: Should Trustees be Involved in Making Investment Decisions?

At this Seminar we will discuss and debate a critical issue for most pension funds trustee boards – Should trustees really be involved in making investment decisions such as short or medium term investment strategy, detailed asset allocation, selecting managers or selecting investments and instead delegate/outsource all these decisions to the likes of fiduciary managers and delegated consultants? We look at recent academic evidence on trustee decision making and what can be learnt about effective investment decision making as well as discuss the merits of outsourcing from the perspective of a trustee, a legal position and an outsourcing provider.

Trustees may have to set the long term investment strategy but should they get involved in any detail?

There are a myriad of inter-linking factors that provide an important challenge to effective investment decision-making by pension funds including; behavioural biases within trustee boards and their members; complex and voluminous information with which the trustees have to work; varying levels of investment knowledge and expertise; opacity of data; lack of ability to challenge consultants’ advice and monitor the quality of financial services, as well as various constraints on switching services when needed. Given these factors, are trustees acting responsibly by taking these investment decisions themselves or would it be more effective to delegate to a fiduciary manager? If so, what additional challenges does this pose? How can trustees measure and monitor as well as understand the costs of outsourcing?

What is the trustee’s position on fiduciary responsibility when it comes to investment decision making? What governance arrangements should pension funds implement to ensure that they have a clear audit trail of their decision-making either internally or with a fiduciary manager? How can trustees better understand and effectively assess their own performance? Can behavioural finance provide trustees with some practical steps to help strengthen governance structures and decision-making processes? Finally, how should trustees consider their decision to outsource in light of the ongoing investigation by the CMA into consultants and fiduciary managers and their perceived lack of competition.

The seminar will run from 17:30 - 20:00 with a Drinks Reception & Light Supper until 21:00


Date: 22 March 2018, 18:00 - 21:30

Location: Cass Business School, Executive Education, The Auditorium, 200 Aldersgate Street, London EC1A 4HD

Lessons In Leadership Lecture by William Lewis

William Lewis, the CEO of Dow Jones and Publisher of the Wall Street Journal, will share insights gained from Lessons in Leadership - CEO Masterclasses in Strategy, a new online executive education joint venture created by Dow Jones and the Cass Business School. Lessons in Leadership feature recent interviews conducted by William, with some of the world's leading CEOs, combined with cutting-edge research and comment from top Cass Business School faculty to make a powerful learning experience.

Lewis, a City, University of London Journalism alumnus, will reflect on his leadership journey and suggest in this inaugural Lessons in Leadership Lecture that the principles of leadership and the skills and knowledge needed to succeed are timeless -- from nurturing real friendships and networks to harnessing the power of diversity and innovation, while embracing unavoidable risk and uncertainty.

A question and answer session will follow, led by Professor Marianne Lewis, Dean of Cass Business School.

18:00 Registration (doors close at 6:45)
18:30-19:30 Lecture
19:30-21:00 Networking