Devil’s Advocates Panel
Eric Lambert, Independent Adviser
Phil Triggs, Tri-Borough Director, Westminster
Dawn Turner, Chief Executive Officer, Brunel Pension Partnership

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

09:05 – 09:25
Portfolio Manager Presentation: Bond returns – a global forecast
Sponsored by PIMCO


09:25 – 09:45
Portfolio Manager Presentation: Global equities. Fangs and what is value?
Sponsored by Harris Associates


09:45 – 10:25
Panel: ESG – Carbon emissions and oil demand
Sponsored by Legal & General and Robeco


10:25 – 11:05
Roundtable Discussion: Asset Pooling – are local authority pension funds saving money?
Introduction by Jeff Houston, LGA

11:05 – 11:25
Coffee

11:25 – 11:45
Portfolio Manager Interview: Infrastructure projects
Sponsored by J.P. Morgan Asset Management


11:45 – 12:05
Portfolio Manager Presentation: Energy transition
Sponsored by BlackRock


12:05 – 12:25
Portfolio Manager Presentation: Alternative credit and resilience to rising rates
Sponsored by East Lodge Capital


12:25 – 12:55
Roundtable Discussion: LGPS asset pooling opportunities

12:55 – 14:00
Lunch

Roundtable Discussion Moderators
John Raisin, Jeff Houston, Alison Hebdon, Alex Noble, Karen Shackleton, Eddie Strengiel, Mukesh Malhotra, Philip Hebson.

14:00 – 14:40
Panel: Infrastructure debt
Sponsored by IFM Investors


14:40 – 15:20
Panel: Private markets
Sponsored by MV Credit & Pantheon


15:20 – 15:40
Portfolio Manager Presentation: ESG and multi-asset credit
Sponsored by Aberdeen Standard Investments

15:40 – 16:00
Coffee

16:00 – 16:20
Portfolio Manager Presentation: Multi-asset credit
Sponsored by Loomis Sayles


16:20 – 16:40
Portfolio Manager Interview: Emerging markets
Sponsored by Lazard Asset Management


16:40 – 17:20
Panel: Developing markets
Moderator: John Raisin

Frontier markets
T. Rowe Price

Technology and disruption in emerging markets
AGF Investments

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


17:25
The Great Gatsby Ballroom Reception