2nd February, 2026
12:00 – 13:20
Lunch and registration in the Arora Ballroom
13:20 – 13:30
Chair’s opening remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
13:30 – 13:50
Presentation: Crossroads: navigating global policy divergence
In 2026, diverging global monetary and fiscal policies are set to reshape the fixed income environment, creating advantages for some market participants while presenting new challenges for others.
Presenter
Arif Husain
Head of Global Fixed Income and CIO
T. Rowe Price
13:50 – 14:30
Panel: Investment trends – the global bond market
Moderator
John Harrison
Forum Chair
Panellists
Carl Shepherd
Fixed Income Portfolio Manager
LGPS Central
Speaker to be confirmed: Capital Group
14:30 – 15:10
Roundtable discussion: Consolidating LGPS assets
15:10 – 15:30
Presentation: Global equities – a five-year forecast
Speaker to be confirmed: Loomis Sayles
15:30 – 16:00
Coffee break
16:00 – 16:20
Interview: AI investment projects
Speaker to be confirmed: Wellington Management
16:20 – 16:40
Presentation: UK infrastructure
Speaker to be confirmed: IFM Investors
16:40 – 17:20
Panel: Private markets – researching viable investment opportunities
Moderator
John Harrison
Forum Chair
Panellists
Tony Dalwood
CEO
Gresham House
Nick Fisher
Director, Research, Private Markets
Aviva Investors
17:20 – 17:30
Devil’s advocate summaries
17:30 – 17:35
Chair’s closing remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:35
Private key collection and check-in
19:00
Drinks and dinner in the Monarch
3rd February, 2026
Devil’s Advocates | Morning
Adrian Brown, Independent Adviser
08:30 – 09:00
Registration in the Arora Ballroom Foyer
09:00 – 09:05
Chair’s opening remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: Global market trends
Speaker to be confirmed: BlackRock
09:25 – 09:45
Presentation: Investing in renewables – the energy transition
Speaker to be confirmed: Downing
09:45 – 10:25
Panel: Clean energy
Moderator
John Harrison
Forum Chair
Panellists
Barney Coles
Senior Managing Director, Co-Head of Clean Energy
Capital Dynamics
Speaker to be confirmed: Equitix
10:25 – 10:45
Presentation: Public / private partnerships
Presenter
Lydia Merry
Real Estate Capital Formation
Schroders Capital
10:45 – 11:10
Coffee break
11:10 – 11:50
Panel: What does strategic investment advice look like post March 31st?
Moderator
John Harrison
Forum Chair
Panellists
Richard Tomlinson
CIO
LPPI
Phil Triggs
Director
Westminster
11:50 – 12:10
Presentation: Nature
Speaker to be confirmed: Lombard Odier Investment Managers
12:10 – 12:30
Presentation: Global infrastructure investment
Speaker to be confirmed: M&G Investments
12:30 – 12:50
Interview: Natural capital returns
Interviewer
John Harrison
Forum Chair
Interviewee
Matthew Corbett
Partner, Agriculture
Fiera Comox
12:50 – 13:10
Presentation: Real estate debt
Speaker to be confirmed: PIMCO
13:10 – 13:15
Devil’s advocate summaries
13:15 – 14:10
Lunch in the Arora Ballroom
Devil’s Advocates | Afternoon
Anthony Fletcher, Independent Adviser
14:10 – 14:30
Presentation: Forecasting property returns
Speaker to be confirmed: Savills Investment Management
14:30 – 14:50
Interview: Global equities
Speaker to be confirmed: AGF Investments
14:50 – 15:10
Presentation: AI and responsible investing
Presenter
Andy Moniz
Director of Responsible Investing
Acadian Asset Management
15:10 – 15:50
Roundtable discussion: Investment strategy implementation
15:50 – 16:10
Coffee break
16:10 – 16:30
Presentation: Incorporating net zero in your multi-asset credit portfolio
Speaker to be confirmed: AXA Investment Managers
16:30 – 17:10
Panel: Investing in UK equities
Moderator
John Harrison
Forum Chair
Panellists
Will Ballard
Head of Equities
Border to Coast Pensions Partnership
Adrian Gosling
Investment Manager, UK Equity Income
Jupiter Asset Management
17:10 – 17:20
Devil’s advocate summaries
17:20 – 17:25
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:25 – 19:00
Drinks reception
19:00
Dinner with after dinner speaker
