Tuesday 21st November
19:00
Pre-conference Dinner
Wednesday 22nd November
08:15 – 09:00
Coffee and Registration in the Sandringham Suite
09:00 – 09:10
Welcome & Opening Remarks
09:10 – 09:35
Keynote Speaker: What keeps you awake at night?
09:35 – 09:55
Presentation: Global market outlook: Navigating a paradigm shift
Key market themes remain centred on inflation, monetary policy, and the risk of recession. However, the macro signals are mixed, and the narrative has gyrated between bullish and bearish as investors grapple for direction in a rapidly changing world. Where does the path lead from here and how should schemes think about their asset allocation? Our Global Market Outlook session will share perspectives on the shifting economic paradigm and evaluate the investment opportunities.
Presenter
Ritu Vohora
Investment Specialist, Capital Markets
T. Rowe Price
09:55 – 10:35
Panel: Economics and politics, and delivering great outcomes for scheme members – what is keeping schemes awake at night?
Our esteemed panellists will debate the current economic and political backdrop and what it means for them in their day jobs. How is the current economic uncertainty impacting on scheme planning and decision-making? What are scheme priorities for the next few years and how will the schemes navigate the shifting economic landscape?
Panellists
Robert Branagh
CEO
LPFA
Steve Delo
Trustee
Pan Trustees
Melanie Duffield
Chief Scheme Strategy and Stakeholder Officer
USS
10:35 – 10:55
Interview: Multi strategy alternative credit opportunities
Speaker to be confirmed: Blue Owl
10:55 – 11:20
Coffee in the Sandringham Suite
11:20 – 11:40
Presentation: Natural capital
Speaker to be confirmed: Nuveen
11:40 – 12:00
Interview: Diversification – How to tweak a portfolio especially from quoted to
private
12:00 – 12:40
Roundtable Discussion: Pensions Dashboards – Communications to members
From April 2023 onwards, every scheme and pension provider will have new legal duties to make their data available to be found on a pensions dashboard, through a rolling programme of staging deadlines. What are the latest challenges and will our industry change for the better?
12:40 – 13:00
Presentation: Thematic investing – diversification and growth in Private Equity Portfolios
Speaker to be confirmed: Federated Hermes
13:00 – 14:00
Lunch in the Brasserie Restaurant
14:00 – 14:20
Presentation: How equities can play a role beyond climate
Speaker to be confirmed: Lombard Odier
14:20 – 14:40
Interview: Assessing infrastructure projects
Speaker to be confirmed: Principal
14:40 – 15:20
Panel: Real Assets
15:20 – 15:45
Coffee in the Sandringham Suite
15:45 – 16:05
Presentation: Venture Debt and Growth Funding
Speaker to be confirmed: Unigestion
16:05 – 16:50
Panel: How does diversity increase ROI?
16:50 – 17:10
Presentation: Creating a security assessment for a UK pension scheme
Presenter
Alex Coburn
Co-Founder and Director
ThreeTwoFour
17:10 – 17:20
Devil’s Advocate Summaries
17:40 – 17:45
Chair’s Closing Remarks
17:30 – 18:30
Drinks Reception and Canapés
19:00 – 21:00
Dinner in the Library
Thursday 23rd November
08:15 – 09:00
Coffee in the Sandringham Suite
09:00 – 09:05
Chair’s Opening Remarks
09:05 – 09:25
Presentation: TBC
Speaker to be confirmed: Pemberton Capital Advisors LLP
09:25 – 09:45
Presentation: Affordable Housing
Speaker to be confirmed: M&G Investments
09:45 – 10:25
Panel: Market Trends
Speaker to be confirmed: J.P. Morgan Asset Management
10:25 – 11:05
Roundtable Discussion: Evaluating Member Options
11:05 – 11:25
Coffee in the Sandringham Suite
11:25 – 11:45
Interview: The politicisation of net zero and its impact on investment into the low carbon economy
In this interview, we will delve into the politicalisation of net zero and explore the mismatch between long-term investment needs and short-term political cycles. We will also consider how the UK’s expertise in capital allocation to impactful investments can offer a promising sign for global change, shifting the focus from political manoeuvring to societal impact. Join us to explore how we can all have an impact in addressing the net zero movement and build towards a sustainable future.
Speaker to be confirmed: Bluefield Partners
11:45 – 12:20
Panel: The Endgame
Speaker
Louise Farrand
12:20 – 13:00
Panel: Diversity, Equity and Inclusion: delivering a better working environment and improving outcomes for pension savers
In this panel our three experts will look at all things DE&I and how getting this right can make for a better workplace and society, and deliver better outcomes for members. We’ll hear from our panelists about why getting this right is important, along with some practical tips that delegates should find useful as they return to their companies and schemes to start embedding change.
Panellists
David Butcher
Trustee and Mindfulness Specialist
Sam Gould
Head of PR and Campaigns
NOW: Pensions
13:00 – 13:10
Devil’s Advocate Summaries
13:10 – 13:15
Chair’s Closing Remarks
13:15
Lunch in Hillfield
