Monday 1st July, 2024
11:00 – 12:00
Registration
12:00 – 12:20
Presentation: Fixed income – an increasingly volatile environment
Speaker to be confirmed: T. Rowe Price
12:20 – 13:00
Panel: Global equities – a five-year forecast
Speakers to be confirmed: RBC Bluebay Asset Management and Newton Investment Management
13:00 – 13:45
Lunch
13:45 – 14:25
Roundtable Discussion: Pooling. What lies ahead?
14:25 – 14:45
Presentation: Fixed income allocation
Speaker to be confirmed: MFS
14:45 – 15:05
Presentation: Emerging market trends
Speaker to be confirmed: Robeco
15:05 – 15:25
Interview: Private debt and direct lending
Interviewee
Marc Preiser
Portfolio Manager
Fidelity International
15:25 – 15:50
Coffee
15:50 – 16:30
Panel: Private equity opportunities
Speakers to be confirmed: LGIM and Tikehau Capital
16:30 – 16:50
Interview: Value investing
Speaker to be confirmed: Natixis Investment Managers
16:50 – 17:00
Devil’s Advocate Summaries
17:00 – 17:05
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
19:30
Drinks and Dinner in the Walled Garden
Tuesday 2nd July, 2024
09:00 – 09:20
Presentation: A macro overview of the world
Speaker to be confirmed: Goldman Sachs
09:20 – 10:00
Panel: Managing inflation
Panellists
Iain Campbell
Head of LGPS Investment
Russell Investments
David Rae
Head of Strategic Client Solutions
Fidelity International
10:00 – 10:20
Presentation: Diversification strategies
Speaker to be confirmed: Ruffer LLP
10:20 – 11:00
Roundtable Discussion: Should the LGPS’s role be to promote sustainable economic growth, and if so, how?
Facilitator
Robert Wall
Head of Sustainable Private Infrastructure
Lazard Asset Management
11:00 – 11:20
Coffee
11:20 – 11:40
Presentation: Private equity
Accelerating consolidation of Local Government Pension Scheme (LGPS) assets with new targets to double their existing investment in private equity to 10% in a move aimed at unlocking £25 billion by 2030. What does this mean for the LGPS, what are the risks and what type of companies is the Government asking the LGPS to invest into.
Presenter
Harry Raikes
Investment Manager, Co-Portfolio Manager of Schroders Capital Global Innovation Trust
Schroders Capital
11:40 – 12:00
Presentation: Delivering social impact through traditional corporate bond investing
Fixed income remains a core asset class for LGPS pension funds (with DG Publishing Data indicating £66 billion dedicated to this asset class). With corporate bond yields rising back to pre-global financial crisis levels, they also now offer a return in addition to diversifying growth portfolios for pension funds. Less is known about the fact that corporate bonds, via use of proceeds bonds and even general purpose bonds, also offer LGPS funds the option of making a targeted investment to help deliver positive impact in areas such as Affordable housing, Health, Education, Energy Transition and Climate Solutions without compromising return, liquidity, asset allocation targets or fiduciary duty.
Presenter
Letty Byatt
Social Impact Analyst
Columbia Threadneedle Investments
12:00 – 12:20
Presentation: Nature
Speaker to be confirmed: Lombard Odier
12:20 – 13:00
Panel: Natural capital
Speaker to be confirmed: Nuveen
13:00 – 14:00
Lunch
14:00 – 14:20
Presentation: Building tech infrastructure
Speaker to be confirmed: Principal Asset Management
14:20 – 15:00
Panel: Net zero
Presenter
Stephan Caron
Head of European Private Debt
BlackRock Portfolio Management Group
Alex Owen
Senior Portfolio Analyst
Brunel Pension Partnership
15:00 – 15:20
Presentation: Commercial real estate opportunities
Speaker to be confirmed: M&G Investments
15:20 – 15:45
Coffee
15:45 – 16:05
Presentation: European data centres
Speaker to be confirmed: PIMCO
16:05 – 16:45
Panel: Is Cyber security a real concern?
16:45 – 17:00
Devil’s Advocate Summaries
17:00 – 17:05
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:05 – 19:00
Drinks Reception
19:00
Dinner with After Dinner Speaker
