Morning Sessions
08:30 – 09:00
Registration & Welcome Refreshments
09:00 – 09:05
Chair’s Opening Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: A fixed income forecast
Speaker to be confirmed: T. Rowe Price
09:25 – 09:45
Presentation: Global equities: Macro outlook
Speaker to be confirmed: AGF Investments
09:45 – 10:25
Panel: Opportunities in private markets
Speakers to be confirmed: GCM Grosvenor and Gresham House
10:25 – 11:00
Roundtable Discussion: LGPS Consolidation
11:00 – 11:20
Coffee Break
11:20 – 12:00
Panel: Intriguing real asset projects
Speaker to be confirmed: BlackRock and Natixis Investment Managers
12:00 – 12:20
Interview: Where to invest now: Rising emerging markets
12:20 – 12:40
Presentation: UK affordable housing
Speaker to be confirmed: PIMCO
12:40 – 13:00
Presentation: Commercial property within a balanced portfolio
Speaker to be confirmed: Columbia Threadneedle Investments
13:00 – 13:05
Devil’s Advocate Summaries
13:05 – 14:00
Lunch
Afternoon Sessions
14:00 – 14:20
Presentation: Social investment
Speaker to be confirmed: M&G Investments
14:20 – 15:00
Panel: Using the private markets decarbonisation roadmap
Speaker to be confirmed: Tikehau Capital
15:00 – 15:35
Roundtable Discussion: Preparing for Pensions Dashboards
15:35 – 15:55
Coffee Break
15:55 – 16:35
Panel: Natural capital
16:35 – 16:55
Presentation: Currency matters: Reducing portfolio risk
Speaker to be confirmed: P/E Investments
16:55 – 17:15
Interview: How to invest in AI’s next phase
17:15 – 17:25
Devil’s Advocate Summaries
17:25 – 17:30
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:30 – 18:30
Drinks Reception
19:00
Dinner: The Ivy City Garden
