Tuesday 4th July

19:00
Dinner: BBQ in the Walled Garden

 

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
Presentation: Biodiversity

Presenter
David Thomas
Portfolio Manager
Robeco

11:50 – 12:30
Panel: Emerging Markets

Speaker to be confirmed: Columbia Threadneedle

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: Hymans Robertson, J.P. Morgan Asset Management and RBC BlueBay Asset Management

 

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 and Lazard

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

Speaker to be confirmed: Ruffer

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