Information Centre

EVENTS DIARY

Some future events where our experts are appearing.

9th February 2012

Karen Shackleton - Panel session - Accessing alternatives - which ones, how much do you manage yourself, and what will your risk budget be?
LAPF Strategic Investment Forum
Venue - Landmark Hotel, London
More information here

1st - 2nd March 2012

Karen Shackleton - Practical Economics (10am, 1st March)
LGC Investment Seminar - Sharpening our Knowledge and Skills
Venue - De Vere Carden Park, Cheshire
More information here

5th - 6th March 2012

John Heskett - Investment Styles & Strategies Panel (10.55am, 5th March)
Institutional Investors' Congress
Venue - London Hilton on Park Lane Hotel, London
More information here

PREVIOUS EVENTS

A selection of events where our experts have appeared.

1st - 3rd February 2012

Ian Morley and Grant Ballantine
Institutional Investor European Pensions Symposium 2012
Venue - Intercontinental Paris Le Grand, Paris, France
More information here

10th - 12th January 2012

Ian Morley - Pension Consultant Outlook (4.15pm, 11th January)
Public Funds Summit
Venue - The Phoenician, Scottsdale, AZ, USA
More information here

9th - 10th November 2011

Jonathan Barber - Panellist - Institutional Investor Focus - Allocating Across Asset Classes
Envirotech and Clean Energy Investor Summit 2011
Venue - Grange City Hotel, London
More information here

27th September 2011

Alan Saunders - The Investment Journey for DB Schemes
NAPF Wokingham
Venue -
More information here

27th September 2011

AllenbridgeEpic Investment Advisers and Kames Capital
Risk Mitigation - Alleviating the Key Exposures in Your Pension Fund
Venue - London Stock Exchange
More information here

19th - 20th September 2011

Karen Shackleton - Panellist - The Future of Indexation (11am, 19th September 2011)
European Cup of ETFs and Investment Management
Venue - One Great George Street, Westminster, London SW1P 3AA
More information here

11th - 12th May 2011

Ian Morley – Chairman of event
Family Office Investment Summit London, UK
Venue - London
More information here

1st April 2011

Ian Morley – Chairman of event Karen Shackleton – Outsourcing: Investment Policy, Asset Allocation, Manager Selection (09.00 – 1st April)
Investment Consultants Forum Europe
Venue - The Waldorf Hilton, London
More information here

22nd - 23rd March 2011

Ian Morley - Chairman of event Interactive Discussion – Negotiating the Evolving Regulatory Landscape
The Future of Fund Management - Marketforce & the IEA's 12th Annual Conference: Regulation, Asset Allocation and New Best Practice: Explore the Changing Face of the Industry at the UK's Leading Event
Venue - The Bloomsbury Hotel, London
More information here

7th - 10th March 2011

Ian Morley – Panel Discussion: Should Commodity Hedge Funds be Making Short Term Plays or Larger Bets for the Future? (14.10 – 9th March)
Hedge Funds World Middle East
Venue - Jumeirah Beach Hotel, Dubai, UAE
More information here

24th - 25th February 2011

Ian Morley - Debate: This House Believes That Implemented Consulting is a Conflict of Interests (18.15 – 25th February)
Institutional Investors' Congress
Venue - Hilton Vienna, Vienna, Austria
More information here

17th - 18th November 2010

Alan Saunders – Session – Chair – Investment Focus – The Future of Alternative Investments? (14.25 – 15.25, 18th November)
Professional Pensions Show 2010
Venue - Hall S2, ExCeL, London, UK
More information here

22nd - 23rd June 2010

Alick Stevenson – Panel Member – Is There a Role for the Investment Consultant in the Post-Crisis World? (16.15, 22nd June)
Institutional Investor Institute – UK & Ireland Pension Funds Meeting
Venue - Pennyhill Park Hotel, Bagshot, Surrey
More information here

6th - 8th June 2010

Chris Edge – Shifting Focal Points: The Changing Face of Investment Consulting and Evolving Fiduciary and Manager Selection Styles (18.15, 7th June)
Investment Consultants Summit
Venue - Fairmont Le Montreux Palace, Montreux, Switzerland
More information here

2nd - 3rd June 2010

Chris Edge – Session – Chair – Emerging Market Equities (12.20, 3rd June)
Professional Pensions Show
Venue - Business Design Centre, London, UK
More information here

PRESS RELEASES

February 2012: John Arthur Joins AllenbridgeEpic VIEW PAGE >>
November 2011: Philip Hebson Joins AllenbridgeEpic VIEW PAGE >>
September 2011: Ray Maxwell Joins AllenbridgeEpic VIEW PAGE >>
August 2011: James Walton Joins AllenbridgeEpic VIEW PAGE >>
July 2011: Grant Ballantine Joins AllenbridgeEpic DOWNLOAD PDF >>
May 2011: Ian Morley Joins AllenbridgeEpic DOWNLOAD PDF >>
May 2011: Keith Percy Joins AllenbridgeEpic DOWNLOAD PDF >>
January 2011: AllenbridgeEpic Appoints Karen Shackleton as CEO DOWNLOAD PDF >>
November 2009: LB Hounslow appoints AllenbridgeEpic DOWNLOAD PDF >>
March 2009: Alick Stevenson press release DOWNLOAD PDF >>
July 2008: AEIA appointed as Independent Investment Adviser to the Hays Pension Scheme DOWNLOAD PDF >>
April 2008: AEIA appointed for Governance and Compliance Audit by Dorset County Pension Fund DOWNLOAD PDF >>
March 2008: AEIA appointed for Governance and Compliance Audit by North Yorkshire Pension Fund DOWNLOAD PDF >>
September 2007: AllenbridgeEpic links up with Strutt & Parker DOWNLOAD PDF >>
August 2007: AEIA adviser re-appointed by North Yorkshire Pension Fund DOWNLOAD PDF >>
July 2007: AEIA adviser appointed by London Borough of Islington Pension Fund DOWNLOAD PDF >>
May 2007: Allenbridge Group acquires EPIC Investment Advisers DOWNLOAD PDF >>
April 2007: EPIC Investment Advisers in merger talks DOWNLOAD PDF >>
February 2007: New Senior Advisers Member-Peter Scales OBE DOWNLOAD PDF >>

DOWNLOADS

‘EPIC PERSPECTIVES’ QUARTERLY BULLETIN

Quarterly perspective bulletin

ARTICLES

Outsourcing Investment Policy, Karen Shackleton
Pensions: An International Journal, November 2011, Palgrave MacMillan
Reproduced with permission of Palgrave MacMillan - Abstract
Fiduciary oversight roundtable
Featuring John Heskett
Portfolio Institutional, October 2011
For more information on Portfolio Institutional -
www.portfolio-institutional.co.uk
Currency Investor roundtable - the question of currency risk - helping investors make the right choices
Featuring Karen Shackleton
Currency Investor, Autumn 2011
Can we find and keep alpha in alternatives
Ian Morley
LAPF Investments, June 2011

PRESENTATIONS

NAPF Conference Wokingham (110927)

CREDIT CRUNCH

Feb_credit_crunch_pdf

VIDEOS

Hedge Funds Review interview with Ian Morley on hedge funds and funds of hedge funds

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ALLENBRIDGEEPIC BROCHURE

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ALLENBRIDGEEPIC GOVERNANCE & COMPLIANCE BROCHURE

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ALLENBRIDGEEPIC FIDUCIARY OVERSIGHT BROCHURE

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ALLENBRIDGEEPIC FTSE 250 BROCHURE

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