30th June, 2025

 

11:00 – 11:30
Registration

11:30 – 11:40
Chair’s Opening Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

11:40 – 12:00
Presentation: Macro and geo-political events

Speaker to be confirmed: Goldman Sachs

12:00 – 12:40
Panel: Investment trends – global equities

Moderator
John Harrison
Forum Chair

Panellists
Patrick Egan
Director, Senior Portfolio Manager, Equity
Russell Investments

David Herro
Partner, Deputy Chairman, Portfolio Manager and Co-Chief Investment Officer – International Equities
Harris Associates

 

12:40 – 13:30
Lunch

 

13:30 – 14:10
Roundtable Discussion: Consolidating assets

14:10 – 14:30
Presentation: Bonds – a five-year forecast
The session examines expected trends in the bond market from 2025 to 2030. The speaker will discuss economic influences, offering insights into the current bond landscape now and how it will evolve in the near future.

Presenter
Amanda Stitt
Portfolio Specialist
T. Rowe Price

14:30 – 14:50
Presentation: Integrating climate into fixed income portfolios

Presenter
Remmert Koekkoek
Head of Investment Solutions
Robeco

14:50 – 15:30
Panel: Real estate debt

Moderator
John Harrison
Forum Chair

Panellists
Siddharth Gautam
Portfolio Manager
PIMCO

Christian Janssen
Head of Real Estate Debt, Europe
Nuveen Real Estate

15:30 – 15:50
Interview: Private debt

Interviewer
John Harrison
Forum Chair

Interviewee
Niranjan Sirdeshpande
Global Head of Investments
M&G Catalyst

 

15:50 – 16:10
Coffee

 

16:10 – 16:30
Presentation: Single family housing

Presenter
Jonathon Ivory
Chief Investment Officer
Packaged Living in partnership with Fiera Capital

16:30 – 17:10
Panel: UK living

Moderator
John Harrison
Forum Chair

Panellists
Kevin Aitchison
Head of Equity Real Estate Europe
Savills Investment Management

Emily Archer
Managing Director
HarbourVest Partners

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
Private key collection and Check-in

19:00
Drinks and Dinner in the Walled Garden

1st July, 2025

 

08:30 – 09:00
Registration

09:00 – 09:05
Chair’s Opening Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

09:05 – 09:25
Presentation: The macro outlook

Speaker to be confirmed: Ruffer

09:25 – 10:05
Panel: Fixed income

Moderator
John Harrison
Forum Chair

Panellists
Sid Chhabra
Managing Director, Head of European High Yield, Securitised Credit and CLO Management, BlueBay Senior Portfolio Manager
RBC BlueBay Asset Management

Laura Reardon
Fixed Income Institutional Portfolio Manager
MFS Investment Manager

10:05 – 10:25
Presentation: Private equity & climate investing

Presenter
Jennifer Anderson
Global Head of Sustainable Investment and ESG
Lazard Asset Management

10:25 – 11:05
Roundtable Discussion: Improving Pool/LGPS communication

 

11:05 – 11:25
Coffee

 

11:25 – 11:45
Presentation: Global credit / Decarbonisation

Presenter
Kris Atkinson
Portfolio Manager
Fidelity International

11:45 – 12:05
Interview: Why UK equities now?

Interviewer
John Harrison
Forum Chair

Interviewees
Luke Chappell
Head of BlackRock’s UK Equity team
BlackRock

Helen Jewell
CIO
BlackRock Fundamental Equities

12:05 – 12:25
Presentation: What the recent Fit for the Future Consultation response means from a managers perspective for investing locally and in UK Growth assets

Presenter
Rich Fox
Head of UK Public Policy
Schroders

12:25 – 13:05
Panel: Alternatives – pool approaches

Moderator
John Harrison
Forum Chair

Panellists
Mark Lyon
Deputy CIO
Border to Coast Pensions Partnership

Richard Tomlinson
Chief Investment Officer
LPPI

13:05 – 13:15
Devil’s Advocate Summaries

 

13:15 – 14:15
Lunch

 

14:15 – 14:35
Presentation: Data centres

Presenter
Rachel Shone
Managing Director, Real Estate Product Specialist, EMEA
Principal Asset Management

14:35 – 15:15
Panel: Nature

Moderator
John Harrison
Forum Chair

Panellists
Thomas Hohne-Sparborth
Head of Sustainability Research
Lombard Odier Investment Managers

Olly Hughes
Managing Director, Forestry
Gresham House

Becky LeAnstey
Investment Manager
Environment Agency Pension Fund

15:15 – 15:55
Panel: Global equities – pool approaches

Moderator
John Harrison
Forum Chair

Panellists
Joe McDonnell
Chief Investment Officer
Border to Coast Pensions Partnership

 

15:55 – 16:15
Coffee

 

16:15 – 16:35
Presentation: How to enhance your passive equity portfolio

Presenter
Andrew Robbens
Investment Specialist, J.P. Morgan Asset Management International Equity Group
J.P. Morgan Asset Management

16:35 – 17:15
Panel: Strategic asset allocation – the next 10 years

Moderator
John Harrison
Forum Chair

Panellists
Chris Rule
CEO
LPPI

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 – 19:00
Drinks Reception

19:00
Dinner with After Dinner Speaker