Morning Sessions


10:30 – 11:00
Welcome Coffee & Refreshments


Joanne Donnelly
Secretary to the Local Government Pension Scheme Advisory Board


11:00 – 11:45
Session 1 | Panel: Communication
Topics to be covered include: talking to members and employers, external publication of information to minimise administration and engagement overheads. Managing communications through avenues such as online social media and email, reducing FOI requests.

Neil Mason
Assistant Director – LGPS Senior Officer
Surrey Pension Fund

Alistair Peck
Head of Communications and Engagement
London Pensions Fund Authority

11:45 – 12:30
Session 2 | Panel: Formulating your investment strategy to meet your RI goals
Topics to be covered include: the role of consultants, decision-making, risk, transparency, and reporting. Features a case study from the LGPS on formulating and implementing an investment strategy.

Jonathan Cross
Senior Sustainable Investment Consultant

Juliette Vartikar
Investment Specialist – Sustainable Investing Director
UBS Asset Management


12:30 – 13:30
Networking Lunch

Afternoon Sessions


13:30 – 14:20
Session 3 | Panel: Application and Implementation of the Stewardship Code
What’s expected from a stewardship code application? How will your implementation of the Stewardship Code impact on your operations, governance, and investment strategy?

David Crum
Managing Director – Asset Owner Solutions
Minerva Analytics

Gustave Loriot
Responsible Investment Manager
London CIV

Sheila Stefani
Head of Stewardship
LGPS Central

14:20 – 15:30
Session 4 | Open Floor Discussion – How much regulation do we need?
TCFD, TNFD, levelling up, and local and national impact are amongst a range of issues which are taxing the LGPS. Could standardised guidance help the LGPS achieve better outcomes? What would that guidance look like? This interactive session asks for input from delegates on how best to develop strategies for dealing with regulation and guidance changes. Features a case study looking at real life implementation of committee decisions.

Andrew Dobbie
National Office for Capital Stewardship

Cllr Roger Phillips
Local Government Pension Scheme Advisory Board


15:30 – 16:30
Networking Drinks Reception