Monday 1st July, 2024
11:00 – 12:00
Registration
12:00 – 12:20
Presentation: Fixed income – an increasingly volatile environment
Speaker to be confirmed: T. Rowe Price
12:20 – 13:00
Panel: Global equities – a five-year forecast
Speakers to be confirmed: RBC Bluebay Asset Management and Newton Investment Management
13:00 – 13:45
Lunch
13:45 – 14:25
Roundtable Discussion: Pooling. What lies ahead?
14:25 – 14:45
Presentation: Fixed income allocation
Speaker to be confirmed: MFS
14:45 – 15:05
Presentation: Emerging market trends
Speaker to be confirmed: Robeco
15:05 – 15:25
Interview: Private debt and direct lending
Speaker to be confirmed: Fidelity International
15:25 – 15:50
Coffee
15:50 – 16:30
Panel: Private equity opportunities
Speakers to be confirmed: LGIM and Tikehau Capital
16:30 – 16:50
Interview: Value investing
Speaker to be confirmed: Natixis Investment Managers
16:50 – 17:00
Devil’s Advocate Summaries
17:00 – 17:05
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
19:30
Drinks and Dinner in the Walled Garden
Tuesday 2nd July, 2024
09:00 – 09:20
Presentation: A macro overview of the world
Speaker to be confirmed: Goldman Sachs
09:20 – 10:00
Panel: Managing inflation
Speakers to be confirmed: Hymans Robertson and Russell Investments
10:00 – 10:20
Presentation: Diversification strategies
Speaker to be confirmed: Ruffer LLP
10:20 – 11:00
Roundtable Discussion: Levelling up: Should the LGPS’s role be to promote economic growth, and if so, how?
Speaker to be confirmed: Lazard Asset Management
11:00 – 11:20
Coffee
11:20 – 11:40
Presentation: Building local impact solutions across the private asset classes
Speaker to be confirmed: Schroders Capital
11:40 – 12:00
Presentation: Social bonds
Speaker to be confirmed: Columbia Threadneedle Investments
12:00 – 12:20
Presentation: Nature
Speaker to be confirmed: Lombard Odier
12:20 – 13:00
Panel: Natural capital
Speaker to be confirmed: Nuveen
13:00 – 14:00
Lunch
14:00 – 14:20
Presentation: Building tech infrastructure
Speaker to be confirmed: Principal Asset Management
14:20 – 15:00
Panel: Net zero
Speaker to be confirmed: BlackRock
15:00 – 15:20
Presentation: Commercial real estate opportunities
Speaker to be confirmed: M&G Investments
15:20 – 15:45
Coffee
15:45 – 16:05
Presentation: Affordable housing
Speaker to be confirmed: PIMCO
16:05 – 16:45
Panel: Is Cyber security a real concern?
16:45 – 17:00
Devil’s Advocate Summaries
17:00 – 17:05
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:05 – 19:00
Drinks Reception
19:00
Dinner with After Dinner Speaker
