Tuesday 17th July, 2018

08:30 – 09:00
Coffee and registration


09:00 – 09:05
Chairman’s opening remarks
John Harrison, Interim CIO, Border to Coast


09:05 – 09:25
Portfolio Manager Presentation: Long term challenges
David Buckle, Head of Investment Solutions, Fidelity International


09:25 – 09:45
Portfolio Manager Presentation: Private equity
Pantheon Ventures


09:45 – 10:15
Roundtable Discussion: LGPS asset pooling


10:15 – 11:05
Panel: Asset pooling – the evolving asset management selection process
bfinance, Nigel Keogh (National LGPS Frameworks)

11:05 – 11:25
Coffee

11:25 – 11:45
Portfolio Manager Interview: Multi factor investing
Ron Temple, Co-Head of Multi-Asset and Head of US Equity, Lazard Asset Management


11:45 – 12:05
Portfolio Manager Interview: Global technology
Columbia Threadneedle Investments


12:05 – 12:45
Panel: Global equities – what is value?
Daniel Nicholas, Harris Associates, Aniket Bhaduri (JLT)

12:45 – 13:45
Lunch

13:45 – 14:25
Panel: Impact investing
Goldman Sachs Asset Management


14:25 – 14:45
Portfolio Manager Presentation: Merger arbitrage – a hedge fund strategy
UBS Asset Management


14:45 – 15:05
Portfolio Manager Presentation: Emerging market debt
Generating returns in a low yield environment
Uday Patnaik, Head of Emerging Market Debt, Legal & General Investment Management


15:05 – 15:25
Panel: Multi asset credit
Investec Asset Management

15:25 – 15:45
Coffee

15:45 – 16:05
Portfolio Manager Presentation: Social infrastructure property
Ricardo Abello, Senior Vice President – Private Real Estate, Franklin Real Asset Advisors, Franklin Templeton Investments


16:05 – 16:25
Portfolio Manager Presentation: Private debt
PIMCO


16:25 – 16:55
Roundtable Discussion: Cutting costs


16:55 – 17:00
Chairman’s closing remarks

17:00 – 19:00
Drinks

19:00
Dinner with featured address

Wednesday 18th July, 2018

09:00 – 09:20
Coffee


09:20 – 09:40
Portfolio Manager Interview: Alternative investment solutions
Aviva Investors


09:40 – 10:20
Panel: Multi asset investments and increasing diversification
Unigestion


10:20 – 10:40
Portfolio Manager Interview: ESG in fixed income
Insight Investment


10:40 – 11:00
Portfolio Manager Presentation: Global private markets
Aberdeen Standard Investments

11:00 – 11:25
Coffee

11:25 – 11:55
Roundtable discussion


11:55 – 12:15
Portfolio Manager Interview: Fixed income opportunities
Quentin Fitzsimmons, T. Rowe Price


12:15 – 12:55
Panel: Infrastructure
J.P. Morgan Asset Management

12:55 – 13:00
Closing remarks


13:00
Lunch and close