29th June, 2026

 

Devil’s Advocates | Monday Sessions
Fiona Miller, Deputy CEO, Border to Coast Pensions Partnership
Mark Smith, Head of Pension Fund, Oxfordshire Pension Fund

 

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-economic implications of global geo-political events

Presenter
James Ashley
Managing Director
Goldman Sachs

12:00 – 12:40
Panel: Global equities – medium term outlook

Panellists
William Pearce
Senior Director, Co-Head of Equity Portfolio Management, Investment Division
Russell Investments

Speakers to be confirmed: Harris Associates and representatives from LGPS pools and/or funds

12:40 – 13:00
Presentation: The case for raising fixed income’s strategic allocation
In a more fragmented global backdrop, with rising geopolitical risks and growing questions around US exceptionalism, risk management and in particular the need for de-risking is becoming increasingly important. We argue that active management is critical to capturing opportunities, and that fixed income-supported by higher yields and improving diversification qualities – is re-emerging as an attractive de-risking asset class and portfolio diversifier.

Presenter
Benoit Anne
Senior Managing Director, Head of Market Insights
MFS Investment Management

 

13:00 – 14:00
Lunch

 

14:00 – 14:40
Roundtable Discussion: LGPS investment changes

14:40 – 15:00
Presentation: Emerging markets – evaluating risks and opportunities

Presenter
Wim-Hein Pals
Head of Emerging Markets Team
Robeco

15:00 – 15:40
Panel: Real estate investment – medium term outlook

Panellists
Parik Chandra
Partner and Head of Private Credit
Downing

Alison Puhar
Head of Real Estate
Fidelity International

Speakers to be confirmed: Representatives from LGPS pools and/or funds

 

15:40 – 16:00
Break

 

16:00 – 16:20
Interview: Clean energy for commercial property

Presenter
Alexandra Cooley
Chief Executive Officer and Chief Investment Officer
Nuveen

16:20 – 16:40
Presentation: Urban family housing – evaluating risks and opportunities

Presenter
Imogen Ebbs
Head of UK Real Estate Equity
Aviva Investors

16:40 – 17:20
Panel: Sterling 20 – producing a pipeline of viable opportunities

Moderator
John Harrison
Forum Chair

Panellists
Harry Raikes
Head of UK Venture Investments
Schroders

Chris Rule
CEO
LPPI

Speakers to be confirmed: Representatives from LGPS pools and/or funds

17:20 – 17:30
Devil’s Advocates Summaries

17:30 – 17:35
Chair’s Closing Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

 

17:35
Private Key Collection

19:00
Drinks & Dinner in the Walled Garden

30th June, 2026

 

Devil’s Advocates | Tuesday Morning Sessions
Joana Marfoh, AD Treasury and Pensions, London Borough of Islington

 

08:30 – 09:00
Registration, coffee and early networking

09:00 – 09:05
Chair’s Opening Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

09:05 – 09:45
Panel: Fixed income – key investment trends for LGPS investors

Richard Ryan
Senior Fund Manager
M&G Investments

Alex Younger
Head of Funding & Investment
Norfolk Pension Fund

Speakers to be confirmed: Representatives from LGPS pools and/or funds

09:45 – 10:05
Presentation: Global economic and political outlook

Presenter
Amanda Stitt
Portfolio Specialist
T. Rowe Price

10:05 – 10:25
Presentation: Accelerated approach to decarbonisation investing

Speaker to be confirmed: Lombard Odier Investment Managers

10:25 – 11:05
Roundtable Discussion: What do we do with our surpluses?

 

11:05 – 11:30
Break

 

11:30 – 11:50
Interview: Increasing strength of UK equities

Interviewer
John Harrison
Forum Chair

Interviewee
Ken Wotton
Managing Director, Public Equity
Gresham House

11:50 – 12:10
Presentation: Intriguing infrastructure projects

Presenter
Mansi Patel
Senior Managing Director – Infrastructure Debt
Principal Asset Management

12:10 – 12:50
Panel: The private markets asset allocation conundrum

Panellists
Karim Leguel
Private Markets Investment Specialist
J.P. Morgan Asset Management

Jason O’Brien
Head of Asset-Based Origination, EMEA
PIMCO

Speakers to be confirmed: Representatives from LGPS pools and/or funds

12:50 – 13:00
Devil’s Advocates Summaries

 

13:00 – 14:00
Lunch

 

Devil’s Advocates | Tuesday Afternoon Sessions
Priya Nair, Treasury and Pension Fund Manager, London Borough of Camden

 

14:00 – 14:40
Panel: Net zero – progress to date and challenges ahead

Moderator
John Harrison
Forum Chair

Panellists
Ben Yeoh
Senior Portfolio Manager, Global Healthcare, RBC Global Equity
RBC BlueBay Asset Management

Jennifer Devine
Head of Pensions
Wiltshire Pension Fund

Becky LeAnstey
Investment Manager
Environment Agency Pension Fund

Speakers to be confirmed: Savills Investment Management and representatives from LGPS pools and/or funds

14:40 – 15:00
Interview: Digital connectivity – implications for investors

Interviewer
John Harrison
Forum Chair

Interviewee
Daniel Anderson
Director – Fiera Infrastructure
Fiera Capital

15:00 – 15:40
Panel: Artificial intelligence – evaluating risks and opportunities

Panellists
Helen Jewell
International CIO, Fundamental Equities
BlackRock 

Speakers to be confirmed: Representatives from LGPS pools and/or funds

 

15:40 – 16:05
Break

 

16:05 – 16:25
Presentation: Private markets – evaluating risks and opportunities

Speaker to be confirmed: HarbourVest Partners

16:25 – 17:05
Panel: Strategic asset allocation – the next 10 years

Panellists
Max Townshend
Head of Investment Strategy
LPPI

Speakers to be confirmed from LGPS pools and/or funds

17:05 – 17:15
Devil’s Advocates Summaries

17:15 – 17:20
Chair’s Closing Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

 

17:20 – 19:00
Drinks Reception

19:00
Dinner with After Dinner Speaker