Wednesday 27th November

 

11:15 – 12:00
Coffee and Registration in the Sandringham Suite


12:00 – 12:10
Welcome & Opening Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership


12:10 – 12:30
Keynote Speaker: The New Funding Code


12:30 – 13:10
Panel: Global market outlook

 

13:10 – 14:00
Lunch in the Sandringham Suite

 

14:00 – 14:20
Presentation: How changing interest rates impact the bond market

Speaker to be confirmed: T. Rowe Price


14:20 – 15:00
Panel: Emerging market trends


15:00 – 15:20
Presentation: Opportunities in value investing

Speaker to be confirmed: MFS Investment Management


15:20 – 15:40
Interview: Working capital finance

Speaker to be confirmed: P/E Investments

 

15:40 – 16:00
Coffee in the Sandringham Suite

 

16:00 – 16:20
Presentation: Making infrastructure tech a reality in your portfolio

Speaker to be confirmed: Principal Asset Management


16:20 – 17:00
Roundtable Discussion: Good administration, the backbone of pensions…


17:00 – 17:10
Devil’s Advocate Summaries


17:10 – 17:20
Closing Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

 

17:20 – 18:30
Drinks Reception and Canapés


19:00 – 21:00
Dinner in the Library

Thursday 28th November

 

08:15 – 09:00
Coffee and Registration in the Sandringham Suite


09:00 – 09:05
Opening Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership


09:05 – 09:25
Keynote Speaker: What will the UK pension fund sector look like 10 years from now?


09:25 – 09:45
Presentation: How the AI revolution will reshape the world


09:45 – 10:05
Presentation: Private credit – outlook for 2025 and beyond

Speaker to be confirmed: Blue Owl


10:05 – 10:55
Roundtable Discussion: Advice or guidance? The challenges facing trustees

 

10:55 – 11:20
Coffee in the Sandringham Suite

 

11:20 – 11:40
Presentation: Infra debt

Speaker to be confirmed: Nuveen


11:40 – 12:00
Interview: Calculating the value of impact investing

Speaker to be confirmed: Bluefield Partners


12:00 – 12:40
Panel: Bringing forward net zero targets


12:40 – 13:00
Presentation: Real estate opportunities

 

13:00 – 14:00
Lunch in Hillfield

 

14:00 – 14:40
Panel: Natural assets

Speakers to be confirmed: Octopus Investments and Quinbrook Infrastructure Partners


14:40 – 15:00
Presentation: Risk, return and cash flow characteristics of infrastructure


15:00 – 15:20
Presentation: Should you invest in green energy right now?


15:20 – 15:40
Interview: Diversification strategies

 

15:40 – 16:00
Coffee in the Sandringham Suite

 

16:00 – 16:20
Presentation: Cyber security


16:20 – 17:00
Panel: The End Game


17:00 – 17:10
Devil’s Advocate Summaries


17:10 – 17:20
Closing Remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

 

17:20 – 18:30
Drinks Reception and Canapés


19:00 – 21:00
Dinner in the Library with After Dinner Speaker