2nd February, 2026

 

Devil’s Advocates | Morning
Fiona Miller, Deputy CEO, Border to Coast Pensions Partnership

 

12:00 – 13:10
Lunch and registration in the Arora Ballroom

13:10 – 13:20
Chair’s opening remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

13:20 – 13:40
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

13:40 – 14:20
Panel: Investment trends – the global bond market

Moderator
John Harrison
Forum Chair

Panellists
Andrew Cormack
Fixed Income Portfolio Manager
Capital Group

Anthony Fletcher
Independent Adviser

Carl Shepherd
Fixed Income Portfolio Manager
LGPS Central

14:20 – 15:00
Roundtable discussion: Consolidating LGPS assets

Facilitator
Trevor Castledine
Chief Client & Advisory Officer
LGPS Central

15:00 – 15:20
Presentation: Behavioural Biases: Understanding risks, recognising opportunities. Aligning decision making with long term goals.
Discover how behavioural biases—overconfidence, optimism, herd mentality—impair investor decisions and thereby performance outcomes. Drawing on real-world data and historical examples, this presentation reveals the risks of irrational investing and the importance of disciplined strategies. Learn how self-awareness and research can turn peril into opportunity in volatile markets.

Presenter
Hollie Briggs
Head of Global Product Management
Loomis, Sayles & Company

 

15:20 – 15:40
Coffee break

 

15:40 – 16:00
Interview: How technology investing can be used to address climate change

Interviewee
Greg Wasserman
Head of Private Climate Investing
Wellington Management

16:00 – 16:20
Presentation: The reshaping of the UK Infrastructure Landscape
The UK is focused on infrastructure. Recent pension reforms and regulatory shifts could unlock billions in private market capital, with much of this targeting UK investments at a local as well as regional level. This has the potential to reshape infrastructure investment opportunities and represents a once-in-a-generation ​transformation of the UK investment market. Our speaker explores the UK infrastructure opportunity, from evolving policy priorities to the sectoral trends driving capital allocation. Highlights will include the value of partnering with like-minded, purpose-driven organisations, sharing case studies from IFM Investors’ 30 years of infrastructure experience.

Presenter
Phelim Bolger
Head of UK & Ireland
IFM Investors

16:20 – 17:00
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

17:00 – 17:20
Keynote: Leadership and integration of teams in times of change

Speaker
Chris Roebuck

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

21:00
Woodland Trust Charity Talk

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 outlook and practical implications for UK investors
This session delivers a timely global market outlook designed specifically for UK investors. Drawing on deep expertise in fundamental equities and global and UK equity markets, the presenters will break down key global trends into practical, actionable insights for UK-focused portfolios. Attendees will gain perspective on major risks, emerging opportunities, and strategic considerations to help navigate today’s fast-moving market environment.

Presenters
Luke Chappell
Portfolio manager and Head of the UK and Global Equity teams
BlackRock

Helen Jewell
CIO for Fundamental Equities, EMEA
BlackRock

09:25 – 09:45
Presentation: Investing in renewables – the energy transition
In 2026, changes across the energy landscape will intensify the transition to renewables, as the challenges of meeting CP2030 and place-based opportunities reshape the outlook for LGPS investors. This session explores what it will take to deliver on those ambitions and will build the case for renewables.

Presenter
Tom Williams
Partner, Head of Energy & Infrastructure
Downing

09:45 – 10:25
Panel: Clean energy

Moderator
John Harrison
Forum Chair

Panellists
Egan Archer
Managing Director, Head of Energy Assets
Equitix

Barney Coles
Senior Managing Director, Co-Head of Clean Energy
Capital Dynamics

Nick Dixon
Head of Pensions
Avon Pension Fund

Dan Hobson
Head of Origination and Execution
LPPI

10:25 – 10:45
Presentation: Strategic real estate: Building the right real estate in the right location
As local investment becomes a growing priority for LGPS, the question arises: how can we create tailored real estate solutions – whether social housing, discounted market rent developments, social infrastructure, or other essential assets – in the communities that need them most? In this session our speaker explores, from an asset manager’s perspective, collaborative strategies for working with LGPS Pools to deliver both robust financial returns at scale and meaningful social impact.

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: Investing in the UK: Unlocking value and accelerating growth through Board led active engagement
Mansion House investment ambitions go beyond the familiar paths of private equity, social housing, and infrastructure. In this session, we’ll spotlight an often-overlooked strategy in semi-liquid equities that can enhance returns and fuel UK economic growth. Discover how actively engaging with company management teams and taking board seats can catalyse strategic change, driving value creation in UK businesses.

Presenters
Adam McConkey
Fund Manager
Lombard Odier Asset Management

Henry Turcan
Investment Manager
Lombard Odier Asset Management

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
Aoifinn Devitt, Independent Adviser
Anthony Fletcher, Independent Adviser

 

14:10 – 14:30
Presentation: Real estate allocations: Resilient versus tactical

Presenter
Kevin Aitchison
Head of Equity Real Estate Europe
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
Generative AI and Natural Language Processing techniques have captured the public’s attention. In this session the speaker will explain how such techniques offer novel insights for fundamental and ESG analysis.

Presenter
Andy Moniz
Director of Responsible Investing
Acadian Asset Management

15:10 – 15:50
Roundtable discussion: Investment strategy implementation

Facilitator
John Jones
Independent Adviser

 

15:50 – 16:10
Coffee break

 

16:10 – 16:30
Presentation: Incorporating net zero in your multi-asset credit portfolio

Presenter
Rob Price
Senior Portfolio Manager, Fixed Income
BNP Paribas Asset Management

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 Gosden
Investment Manager, UK Equity Income
Jupiter Asset Management

Mark Smith
Head of Pensions
Oxfordshire Pension Fund

Colin Standish
Assistant Director, Head of Overseas Public Equities
West Yorkshire Pension Fund

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