Devil’s Advocates Panel
Jeff Dong, Swansea Chief Treasury Officer, Wales Pension Partnership
Debbie Fielder, Pensions Finance Manager, Flintshire
Eric Lambert, Independent Adviser

09:00 – 09:05
Chairman’s opening remarks

09:05 – 09:25
Portfolio Manager Presentation: Bond returns – a global forecast
Geraldine Sundstrom, Portfolio Manager, Asset Allocation, PIMCO


09:25 – 09:45
Portfolio Manager Interview: Global equities. Fangs and what is value?
Sponsored by Harris Associates (affiliate of Natixis)


09:45 – 10:25
Panel: ESG – Carbon emissions and oil demand
Jane Firth (Border to Coast), Michael Marshall (LGPS Central), Nick Stansbury (Legal & General Investment Management), Sylvia van Waveren (Robeco)


10:25 – 11:10
Roundtable Discussion: Asset Pooling – are local authority pension funds saving money?
Introduction by Jeff Houston, LGA
William Bourne, Rachel Cowburn, Paul Guiliotti, Richard Harbord, Philip Hebson, John Horner, Mukesh Malhotra, Neil Mason, Doug McMurdo, John Nestor, John Raisin, Eddie Strengiel, Sharon Tan, Bola Tobun, Dawn Turner

11:10 – 11:30
Coffee

11:30 – 11:50
Portfolio Manager Presentation: Infrastructure projects
Gilly Zimmer, Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management


11:50 – 12:10
Portfolio Manager Presentation: Energy transition
Sponsored by BlackRock


12:10 – 12:30
Portfolio Manager Interview: Alternative credit and resilience to rising rates
Alistair Lumsden, CEO & CIO, East Lodge Capital Partners


12:30 – 12:50
Portfolio Manager Presentation: Multi-asset credit
Sponsored by Loomis Sayles (affiliate of Natixis)

12:50 – 13:50
Lunch

Devil’s Advocates Panel
Andrien Meyers, Head of Treasury & Pensions, Lambeth
Phil Triggs, Tri-Borough Director, Westminster
Dawn Turner, Chief Executive Officer, Brunel Pension Partnership

13:50 – 14:20
Roundtable Discussion: LGPS asset pooling opportunities
Daniel Booth, William Bourne, Callum Campbell, Graham Lawman, Derek Levy, Claire Machej, Michael Marshall, Kevin McDonald, Alison Mings, Alexandra Noble, Bill Service, Karen Shackleton, John Turnbull, Duncan Whitfield


14:20 – 15:00
Panel: Infrastructure debt
David Cooper (IFM Investors), Mark Lyon (Border to Coast)


15:00 – 15:20
Portfolio Manager Presentation: Fully integrating ESG into fixed income investing
Samantha Lamb, Head of ESG – Fixed Income, Aberdeen Standard Investments


15:20 – 16:00
Panel: Private markets
Kevin McDonald (ACCESS), Andrien Meyers (City of London), Francesco di Valmarana (Pantheon)
Sponsored by MV Credit (affiliate of Natixis) & Pantheon

16:00 – 16:20
Coffee

16:20 – 16:40
Portfolio Manager Interview: Quantitative equity & emerging markets
Jason Williams, Portfolio Manager, Lazard Asset Management


16:40 – 17:20
Panel: Developing markets
Brian Lee (London CIV), Neil Mason (Surrey)
Moderator: John Raisin

Now is the time to head to frontier markets
While Frontier markets face a host of challenges, they represent an exciting investment proposition: excellent diversification, good value and superior earnings growth. Oliver Bell will discuss the latest political and economic transformations across these markets and outline how he and his team harness these trends from a bottom-up point of view to find the most attractive investment opportunities.
Oliver Bell, Portfolio Manager, T. Rowe Price

Technology and disruption in emerging markets
Regina Chi (AGF Investments)

17:20 – 17:25
Chairman’s closing remarks


17:25
The Great Gatsby Ballroom Reception