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: Fixed income forecasts
Sponsored by T. Rowe Price


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


09:45 – 10:25
Panel: Global equities
Sponsored by Natixis Investment Managers


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: Renewable energy
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 Presentation: Multi asset solutions
Sponsored by 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: Infrastructure debt
Sponsored by Schroders


09:20 – 10:00
Panel
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: Emerging market debt
Sponsored by 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: The global investment environment
Ron Temple, 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