Schedule of Seminar: ‘Investing under the Wtp: Lessons from the Early Adopters – and What Comes After the Transition?’

Martijn Scholten, Co-CEO and Executive Board Member, MN

Paul de Geus, Board member and supervisory board member at various pension funds, with expertise in asset management and risk management

Caspar Vlaar, Chair on behalf of employees and pensioners and Vice-Chair of the Investment Committee, PMT, Board Member and Member of the Investment Committee, PostNL Pension Fund

Martijn Euverman, Partner, Sprenkels

Willem van Dommelen, Director, EMEA Pension Solutions, Multi-Asset Strategies & Solutions, BlackRock

Even under the Future Pensions Act, it remains essential to regularly reassess the strategic allocation of the investment portfolio. At the same time, the Act introduces a new legal and operational framework and changes the dynamics within pension portfolios. How can a pension fund ensure that the portfolio remains optimally structured while also complying with lifecycle choices? Which strategic trade-offs need to be made, and what are their implications? In this presentation, Willem van Dommelen explains the process applied by BlackRock for pension funds that have transitioned to the SPR and make use of the theoretical hedging return. Van Dommelen provides insight into how familiar investment principles remain intact, while also explaining why the legal framework and the chosen lifecycle will play a more explicitly steering role. A practical and up-to-date session for everyone involved in strategic investment policy under the Future Pensions Act.

Gosse Alserda, Senior Investment Strategist, Aegon Asset Management

For an increasing number of pension funds, the focus is gradually shifting from the transition to further optimisation of the investment policy. What experiences have we gained in recent periods, and how can these be used to move towards an improved investment policy based on Lifecycle 2.0?

• Rik Albrecht, Professional pension fund board member – asset management
• Jeroen van Bezooijen, Executive Vice President, PIMCO
• Justus van Halewijn, Delegated CIO, Columbia Threadneedle Investments

Richard Dallinga, Head of Real Assets, Achmea Investment Management

Marco van Rijn, Executive Director Fiduciary Management, Van Lanschot Kempen Investment Management

The experiences of Van Lanschot Kempen with the transition to the Wtp.

Jaap Hoek, Executive Director Multi-Asset Solutions Nederland, Goldman Sachs Asset Management

An opportunity for pension funds to reassess their portfolio construction rules and principles. While many current asset allocations are largely continuations of FTK allocations with adjusted Matching and Return weights, it's crucial to question whether this approach remains optimal under the new regulations. In this presentation, Jaap Hoek will explore the challenges and potential solutions associated with adapting to WTP, addressing not only the 'what' but also the 'how' of evolving pension fund strategies to better navigate the new landscape.

Georgina Taylor, Head of Client Investment Solutions, EMEA, Invesco

This session provides insights from the UK’s DC transition and highlights lessons that are relevant for Dutch pension funds. Georgina Taylor will explore how funds can optimise member outcomes, select the right investment building blocks, and navigate the key challenges of a new pension system. Practical tips and international best practices will help pension funds make informed strategic decisions in an evolving pension landscape.

• Hester Borrie, Director of Fiduciary Advice, MN
• Kees Koedijk, Professor Banking and Finance, Utrecht University School of Economics, Co-Founder, Finance Ideas
• Mark Rosenberg, Pension fund board member with expertise in asset management
• Ronald Verhagen, Director Investment Consultancy, AF Advisors