2nd February, 2026
Devil’s Advocates | Morning
Fiona Miller, Deputy CEO, Border to Coast Pensions Partnership
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
Interviewee
Greg Wasserman
Head of Private Climate Investing
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
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
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
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
15:50 – 16:10
Coffee break
16:10 – 16:30
Presentation: Incorporating net zero in your multi-asset credit portfolio
Presenter
Bruno Bamberger
Co-Head Investment Specialist Fixed Income
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 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
