Wednesday 5th July
08:30 – 09:00
Coffee & Registration
09:00 – 09:05
Chair’s Opening Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: Geopolitical Risks
Speaker to be confirmed: Goldman Sachs
09:25 – 10:05
Panel: Fixed Income Returns
Speakers to be confirmed: Russell Investments and T. Rowe Price
10:05 – 10:25
Presentation: Real Estate Long Income
Speakers to be confirmed: Aviva Investors
10:25 – 11:05
Roundtable Discussion: Pooling Stats
11:05 – 11:30
Coffee Break
11:30 – 11:50
Interview: Biodiversity
Speaker to be confirmed: Robeco
11:50 – 12:30
Panel: Emerging Markets
Speaker to be confirmed: Columbia Threadneedle and Lazard
12:30 – 12:50
Presentation: Renewable Energy
Speaker to be confirmed: Schroders
12:50 – 13:00
Devil’s Advocate Summaries
13:00 – 14:00
Lunch
14:00 – 14:30
Roundtable Discussion: Cutting costs
14:30 – 14:50
Presentation: Evolving Impact Investing for Better Returns
Speaker to be confirmed: Fidelity
14:50 – 15:10
Presentation: Implementing Net Zero
Speaker to be confirmed: Newton Investment Management
15:10 – 15:50
Panel: Managing Market Volatility
Speakers to be confirmed: J.P. Morgan Asset Management and RBC
15:50 – 16:10
Coffee Break
16:10 – 16:30
Presentation: Infrastructure – Global Opportunities
Speaker to be confirmed: BlackRock
16:30 – 17:10
Panel: Infrastructure – Local Opportunities
Speaker to be confirmed: M&G Investments
17:10 – 17:30
Interview: Equities: Value Investing
Presenter
David Herro
Chief Investment Officer – International Equities
Harris Associates L.P.
17:30 – 17:40
Devil’s Advocate Summaries
17:40 – 17:45
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:45 – 19:00
Drinks Reception
19:00
Dinner with Featured Address
Thursday 6th July
08:30 – 09:00
Coffee
09:00 – 09:20
Presentation: Private Equity
Speaker to be confirmed: Nuveen
09:20 – 10:00
Panel: Private Debt
Speakers to be confirmed: Lombard Odier and Pantheon
10:00 – 10:20
Presentation: Social Housing
Speaker to be confirmed: LGIM
10:20 – 10:40
Presentation: Commercial Property
Speaker to be confirmed: PIMCO
10:40 – 11:10
Coffee Break
11:10 – 11:30
Presentation: Delivering Tangible Social Impact Through Your Global Equity Portfolio
Speaker to be confirmed: Vontobel Asset Management
11:30 – 12:10
Roundtable Discussion: Analysing Investment Opportunities
12:10 – 12:30
Interview: Strategic Asset Allocation
12:30 – 12:40
Devil’s Advocate Summaries
12:40 – 12:45
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
12:45
Lunch and Close
