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INVESTMENT TRAINING

INVESTMENT TRAINING

WEDNESDAY 4 November 2026

WEDNESDAY 4 November 2026

REGISTER HERE

Insight’s training programme is designed to deepen your understanding of investment strategies and supporting your scheme objectives. Topics range from explaining the basic investment toolkit to discussions on new developments which impact pension scheme outcomes.

Agenda

09:15 - Registration and breakfast

09:45 - Welcome – Mihir Shah, Client Director

09:50 - Global politics and markets – Gareth Colesmith, Head of Global Macro Research

10:15 - Burnham’s first budget: reaction and implications – David Jamieson, Senior Market Strategist

10:40 - DB endgame: practical considerations for run on and surplus release – Reena Thakkar, Client Director and Callum Duffy, Senior Solution Designer

11:05 - Break

11:30 - Longevity hedging update – Howard Kearns, Longevity Pricing Director

11:55 - DC retirement: creating confidence to spend – Matthew Stephenson, Senior Solution Designer

12:20 - Closing remarks

12:25 - Lunch

13:25 - Event ends

Speaker biographies

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Mihir Shah

Client Director, Client Solutions Group

Mihir Shah

Client Director, Client Solutions Group

Mihir joined Insight in April 2015 as a Client Director. Prior to Insight, Mihir spent seven years at Towers Watson as a senior investment consultant, advising pension funds and endowment funds on a range of aspects including investment strategy/asset allocation and mandate design. Mihir started his career at Barnett Waddingham, where he spent four years as an actuarial analyst. Mihir graduated from the London School of Economics with a BSc (Hons) in Actuarial Science. He is also a Fellow of the Institute of Actuaries.

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Gareth Colesmith

Head of Global Macro Research

Gareth Colesmith

Head of Global Macro Research

As Insight’s Head of Global Rates and Macro Research, Gareth has oversight of Insight-managed government bond portfolios, in particular global, UK and inflation-linked portfolios as well as direct responsibility for managing European government bond portfolios. In addition, he was responsible for setting up the macro research function, which aims to consolidate and improve on our internal macro, economics and politics research, to the benefit of the whole investment team.

Gareth originally joined the Fixed Income Group at Insight in April 2003, following the acquisition of Rothschild Asset Management Limited (RAM), as a European fixed income portfolio manager. He joined RAM in 1998 as a graduate and assisted in the management of continental European bonds.

Gareth holds a BA (Hons) degree in Mathematics from Jesus College, Oxford University and is an Associate of the CFA Society of the UK.

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Harvey Bradley, CFA

Head of Global Rates Investment

Harvey Bradley, CFA

Head of Global Rates Investment

Harvey is the Head of Global Rates Investment. Harvey joined Insight in September 2012 as an investment analyst within the Global Rates Team in the Fixed Income Group. He became a portfolio manager in 2016 and was promoted to Co-Head of Global Rates in March 2025, before becoming head of the team in May 2026. He has direct portfolio management responsibilities for global and absolute return products with oversight on the European and UK portfolios. Harvey holds a BA (Hons) in Economics from Girton College, Cambridge and the Investment Management Certificate from the CFA Society of the UK. He is also a CFA charterholder.

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David Jamieson

Senior Market Strategist, Financial Solutions Group

David Jamieson

Senior Market Strategist, Financial Solutions Group

David joined Insight in September 2013 as a market strategist in the Financial Solutions Group. Prior to Insight, David spent 11 years at UBS in various roles, latterly as Head of UK Pension and Insurance Solutions. David has a BSc in Economics from the London School of Economics and is also a CFA charterholder.

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Reena Thakkar

Client Director, Client Solutions Group

Reena Thakkar

Client Director, Client Solutions Group

Reena joined the Client Relationship Management Team as a Client Director in January 2023. She is responsible for servicing large, segregated clients investing in a range of asset classes. Prior to joining Insight, Reena spent seven years at Momentum Investment Solutions & Consulting as a lead advisor to large UK defined-benefit clients, advising on all aspects of investment strategy, asset allocation and mandate design. Prior to Momentum, Reena spent nine years at Mercer in a similar role, where she also held a number of management responsibilities. Prior to Mercer, she spent eight years at Willis Towers Watson, working as a consultant in the UK and the US, across a broad range of employee benefits. In all the roles she has held, Reena has been responsible for managing client relationships and junior associates. Reena graduated from Oxford University with a MEng in Engineering, Economics and Management. She is also a Fellow of the Institute and Faculty of Actuaries.

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Callum Duffy

Solution Designer, Client Solutions Group

Callum Duffy

Solution Designer, Client Solutions Group

Callum joined Insight in April 2019 and is a Solution Designer in the Client Solutions Group. Callum works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients. Prior to joining Insight, Callum spent seven years at KPMG as an investment consultant. Here, he helped with the design and implementation of investment strategies for defined benefit pension schemes. He was also co-head of investment strategy research and a member of the LDI and ALM research teams. Callum graduated from the University of Warwick with an MMath (first) in Mathematics. He is also a Fellow of the Institute and Faculty of Actuaries in the UK (FIA).

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Howard Kearns

Longevity Pricing Director

Howard Kearns

Longevity Pricing Director

Howard joined Insight’s Financial Solutions Group as a Longevity Pricing Director in March 2017. He is responsible for developing Insight’s longevity pricing and structuring capabilities. Prior to joining Insight, Howard spent four years at State Street Global Advisors as Head of LDI. Before this, Howard held executive director positions at Goldman Sachs, Credit Suisse and Nomura, where his responsibilities included pensions, insurance and longevity structuring. He has also been an in-house advisor for the BT Pension Scheme. Howard started his career in 1997 as an actuary at Watson Wyatt. He holds a BSc and MPhil in Mathematics, both from the University of Manchester. Howard also holds an MSc in Financial Maths from Heriot-Watt University and has been a Fellow of the Institute and Faculty of Actuaries since 2001

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Matt Stephenson, CFA

Senior Solution Designer, Client Solutions Group

Matt Stephenson, CFA

Senior Solution Designer, Client Solutions Group

Matt joined Insight in November 2022 and is a Solution Designer in the Client Solutions Group. Matt works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients. Prior to joining Insight, Matt spent 11 years at Mercer as a senior consultant, where he provided strategic investment advice to trustee and corporate clients, including designing LDI solutions, journey plans and risk management frameworks. He started his career in 2008 at Goldman Sachs as an operations analyst. Matt graduated from the University of Nottingham with a BSc (Hons) in Mathematics and is a CFA charterholder.

Location and directions

Online training

Our investment training programme is currently held as a series of three in-person seminars spanning the year. The seminars, recommended by 100% of attendees, are designed to enhance your understanding of investment strategies and help you achieve your scheme’s objectives.

You can watch previous sessions by visiting our Perspectives page, where you will also find a wide range of articles and whitepapers to assist your learning.

Bespoke training

Available upon request.

See our website for details of our live events and access to our online training hub.

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