18JUL 2019
4:30 pm

1 London Wall PlaceEC2Y 5AU

Schroders CDI Seminar and Barbecue


We are delighted to host the Schroders Cashflow Driven Investing Seminar and Barbecue on Thursday 18 July.

Cashflow Driven Investing has become a popular, yet polarising topic. Does it replace LDI? Isn’t it just an income strategy? How does it actually increase certainty? Is reinvestment risk really a risk? Is our scheme big enough to implement it?

These are just some of the questions our clients have asked us.

Jon Exley and Patrick O’Sullivan, Senior Solutions Managers at Schroders, will seek to answer these questions and provide a detailed view on our philosophy of CDI, the construction of CDI portfolios, the assets to include and how to integrate them, as well as the complexities of modelling the expected outcomes.

Jon and Patrick will be accompanied by Cliff Speed, CIO of TPT Retirement Solutions to provide insight into CDI from the investor’s perspective.

Following the seminar, we invite you to join us on the roof terrace of our new headquarters for an evening of summer drinks and a barbecue.

We hope you can join us for what will be a fun evening and an engaging discussion on one of the industry’s hottest investment topics.


16.30 Registration
16.45 Start 
18.00 Drinks and barbecue


Date and Venue

18JUL 2019


1 London Wall Place , EC2Y 5AU