Morning Sessions
08:00 – 09:00
Registration & Refreshments
09:00 – 09:10
Opening Remarks
Chair
Darren Philp
Founder & Managing Director
Shula PR and Policy
09:10 – 10:00
Keynote Panel: Investment innovation through the lens of a CIO
What do CIOs look for when it comes to innovation in investment? What would they like to see more of and how do they judge true innovation? Are asset managers and consultants rising to the challenge? This panel will give a 360 degree view of the pension investment world through the lens of innovation.
Moderator
Darren Philp
Summit Chair
Panellists
Paul Bucksey
Chief Investment Officer
Smart Pension
Mirko Cardinale
Head of Investment Strategy
USS
Aoifinn Devitt
CIO
London CIV
10:00 – 10:20
Presentation: Navigating the evolving real estate market
10:20 – 11:00
Panel: Innovative infrastructure of the future
Moderator
Darren Philp
Summit Chair
Panellists
Cristiana Dochioiu
Investment Manager
Railpen
Mike Weston
Independent Adviser
11:00 – 11:30
Coffee Break
11:30 – 12:10
Panel: Collaborating to Innovate – why working together delivers better outcomes for schemes, savers and society
Moderator
Darren Philp
Summit Chair
Panellists
Jenny Devine
Head of Wiltshire Pension Fund
Nick Dixon
Head of Avon Pension Fund
12:10 – 13:00
Roundtable Discussion: What investors want from their asset managers
Investment innovation is a buzz topic. Everyone wants to be innovative, and be seen to be. But what do those at the coalface of running a scheme want from their consultants and asset managers when it comes to innovation. Are asset managers thinking outside the box? Is the industry playing it too safe? Our roundtable will delve into all this and more.
Facilitator
Nick Reeve
Editor
Pensions Expert
13:00 – 14:00
Lunch
Afternoon Sessions
14:00 – 14:40
Keynote Speaker: Engaging the unengaged – is it possible to make pension investments interesting and accessible to members?
The well debated challenge of engaging members is not new to a conference agenda. Patrick Fagan, looks at this challenge through a different lens. Bringing an external perspective and behavioural insights and biases he’ll talk through the cognitive barriers and hurdles schemes have to overcome. As an ex-Cambridge Analytica employee he is no stranger to influencing decision making through effective communication strategies.
Keynote Speaker
Patrick Fagan
Behavioural scientist, author and consultant
14:40 – 15:20
Panel: Using the power of investments to deliver meaningful change for people and the planet
Our panel will explore the power that institutional investors have to innovate and approach investment differently, delivering good returns, while delivering impact and helping to solve some of society’s biggest challenges. We’ll explore topics including whether fiduciary duty is a hindrance to delivering good system-wide outcomes and whether group-think and risk-aversion leads to schemes not making the most of investment innovation.
Moderator
Darren Philp
Summit Chair
Panellists
Thomas Abrams
Head of Health
ShareAction
Huw Davies
Senior Finance Adviser
Make My Money Matter
Charlotte O’Leary
CEO
Pensions for Purpose
15:20 – 15:50
Coffee Break
15:50 – 16:10
Interview: Investing for net zero – where can UK climate tech take us?
In conversation with Professor John Loughhead
Interviewer
Darren Philp
Summit Chair
Interviewee
John Loughhead
IC Chair
Turquoise International
16:10 – 16:50
Panel: How will tech enable a better future for investing
Innovation and technology are two sides of the same coin. But how can we use technology to drive better investment outcomes, whether that’s on the institutional side or in supporting investors and scheme members in making decisions? Our tech panel will talk about the art of the possible and what the future may hold in using technology and AI to deliver better outcomes for schemes, and most importantly, members.
Moderator
Darren Philp
Summit Chair
Panellists
Ian Beestin
Co-founder
Money Alive
Martin Freeman
Independent Consultant
Pensio
David Porter
Independent Consultant
16:50 – 17:25
Dancing with the devils
Our devil’s advocates reflect on what they’ve heard and discuss what’s hot and what’s not when it comes to investment innovation.
Devil’s Advocates
Robert Branagh
CEO
London Pensions Fund Authority
Joanne Fairbairn
Professional Trustee
Zedra
Charlotte Moore
Freelance journalist
Henry Tapper
CEO
AgeWage
17:25 – 17:30
Chair’s Closing Remarks
17:30 – 18:00
Innovation Awards
Host
Nick Reeve
Editor
Pensions Expert
18:00
Drinks Reception
