Wednesday 3rd July

08:00 – 09:00
Coffee and registration


09:00 – 09:05
John Harrison (Adviser, Border to Coast)

09:05 – 09:25
Portfolio Manager Presentation: EM debt
Sponsored by T. Rowe Price


09:25 – 09:45
Portfolio Manager Presentation: Private markets
Sponsored by Pantheon Ventures


09:45 – 10:25
Panel: Asset allocation
William Marshall, Head of LGPS Investment Clients, Hymans Robertson
Geraldine Sundstrom, PIMCO


10:25 – 11:05
Roundtable Discussion: LGPS asset pooling
Introduction by Jeff Houston (Head of Pensions, LGA)

11:05 – 11:25
Coffee

11:25 – 11:45
Portfolio Manager Presentation: ESG is vital to infrastructure investing
As an asset class, infrastructure provides direct exposure to ESG and plays a critical role in the essential functions and sustainability of communities and their environments. A forward looking ESG strategy provides a long-term focus on safe operations, stakeholder engagement, and environmental stewardship and also views risks, opportunities and trends that are material to each business. The importance of governance, hidden values of “S” and ESG implementation at the portfolio company-level are fundamental to investment outcomes.
Sponsored by J.P. Morgan Asset Management


11:45 – 12:25
Panel: Factor investing
Sponsored by Invesco


12:25 – 12:45
Portfolio Manager Presentation: The implications of disruptive technology on infrastructure
Sponsored by Columbia Threadneedle Investments

12:45 – 13:45
Lunch

13:45 – 14:05
Portfolio Manager Presentation: Driving long term value: are social and financial returns diametrically opposed?
Sponsored by Legal & General Investment Management


14:05 – 14:45
Panel: ESG
Sponsored by Aberdeen Standard Investments


14:45 – 15:05
Portfolio Manager Presentation: Secured income assets
Andy Burgess, Insight Investment


15:05 – 15:45
Panel: Emerging markets
Sponsored by Vontobel

15:45 – 16:05
Coffee

16:05 – 16:25
Portfolio Manager Presentation: Residential property
Sponsored by BMO Global Asset Management


16:25 – 16:45
Portfolio Manager Interview: Multi asset solutions
David Buckle, Head of Investment Solution Design, Fidelity International


16:45 – 17:20
Roundtable Discussion: Cutting costs

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


17:25 – 19:00
Drinks


19:00
Dinner with featured address

Thursday 4th July

08:30 – 09:00
Coffee

09:00 – 09:20
Portfolio Manager Interview: Private equity
Sponsored by Schroders


09:20 – 10:00
Panel: Re-generational partnerships
Working with councils to fund the re-generation of town centres, which in turn aims to provide secure, long-term, inflation-linked income for pension schemes.
Sponsored by Aviva Investors


10:00 – 10:20
Portfolio Manager Presentation: Infrastructure – how to find value globally
Sponsored by Goldman Sachs


10:20 – 10:40
Portfolio Manager Presentation: ESG
Julie Moret, Head of ESG, Franklin Templeton

10:40 – 11:05
Coffee

11:05 – 11:25
Portfolio Manager Presentation: Liquid alternatives
Sponsored by Unigestion


11:25 – 11:55
Roundtable discussion: Analysing investment opportunities


11:55 – 12:15
Portfolio Manager Interview: Engagement with companies in emerging markets
James Donald, Lazard Asset Management


12:15 – 12:55
Panel: Innovative investment opportunities
Stuart Fiertz, Cheyne Capital

12:55 – 13:00
Closing remarks


13:00
Lunch and close