09:00 – 09:05
Chair’s opening remarks
Dawn Turner
09:05 – 09:25
Presentation
2020 Vision – the case for bonds in the decade ahead
Sponsored by T. Rowe Price
09:25 – 09:45
Presentation
Global equities and the risk of global recession
Sponsored by Natixis Investment Managers
09:45 – 10:25
Panel
Managing risk with real assets and a balanced portfolio
Sponsored by CBRE and Pantheon Ventures
Panellists
Andreas Koettering (CBRE)
Jonathan Ord (GLIL)
John Raisin (Independent Adviser)
10:25 – 11:10
Roundtable Discussions
Create your ideal future asset allocation
Introduced by Broadridge Financial Solutions
11:10 – 11:30
Coffee
11:30 – 11:50
Presentation
Renewable energy options
Sponsored by BlackRock
11:50 – 12:10
Presentation
Protecting the security of infrastructure income
Sponsored by Legal & General Investment Management
12:10 – 12:30
Interview
A new age of infrastructure technology
Sponsored by Columbia Threadneedle Investments
12:30 – 12:50
Interview
Social licence in community assets
Sponsored by IFM Investors
12:50 – 13:50
Lunch
13:50 – 14:10
Interview
Multi asset credit – where is the value?
Sponsored by PIMCO
14:10 – 14:40
Roundtable Discussions
The evolving role of independent investment consultants across the different pooling models focusing on asset allocation decisions and the analysis of transparent reporting
Introduced by Jeff Houston, Head of Pensions, LGA
14:40 – 15:20
Panel
Opportunities and threats in emerging markets – going beyond the US-China trade war
Sponsored by AGF
15:20 – 15:45
Coffee
15:45 – 16:25
Panel
Is private market investing still worth the risk?
Sponsored by Loomis Sayles
16:25 – 16:45
Presentation
ESG Investing – the impact on portfolio asset allocation and investment returns
Sponsored by J.P. Morgan Asset Management
16:45 – 17:25
Panel
Adapting portfolios to climate change
Sponsored by Schroders and Fidelity
Panellist
Michael Marshall (LGPS Central)
17:25 – 17:30
Chair’s closing remarks
Dawn Turner
17:30
The Great Gatsby Ballroom Reception
