Morning Sessions
08:30 – 09:00
Registration & Welcome Refreshments
09:00 – 09:05
Chair’s Opening Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: Megatrends – evolving demographics and economic growth
Speaker to be confirmed: T. Rowe Price
09:25 – 09:45
Presentation: Global equities: Macro outlook
Speaker to be confirmed: AGF Investments
09:45 – 10:25
Panel: Opportunities in private markets
Speakers to be confirmed: GCM Grosvenor and Gresham House
10:25 – 11:00
Roundtable Discussion: “Megafunds” and strategic asset allocation
11:00 – 11:20
Coffee Break
11:20 – 12:00
Panel: Intriguing real asset projects
Speakers to be confirmed: BlackRock and Natixis Investment Managers
12:00 – 12:20
Presentation: Navigating the private markets decarbonisation roadmap
Speaker to be confirmed: Schroders Capital
12:20 – 12:40
Presentation: European Data Centres
Speaker to be confirmed: PIMCO
12:40 – 13:00
Presentation: Commercial property within a balanced portfolio
Speaker to be confirmed: Columbia Threadneedle Investments
13:00 – 13:05
Devil’s Advocate Summaries
13:05 – 14:00
Lunch
Afternoon Sessions
14:00 – 14:20
Presentation: Social investment
Speaker to be confirmed: M&G Investments
14:20 – 15:00
Panel: Net Zero
Speakers to be confirmed: Capital Dynamics and Wellington Management
15:00 – 15:35
Roundtable Discussion: Satisfying the Government’s UK growth agenda
15:35 – 15:55
Coffee Break
15:55 – 16:15
Presentation: Global equities and the power of active management
Speaker to be confirmed: J.P. Morgan Asset Management
16:15 – 16:35
Presentation: Currency matters: reducing portfolio risk
Speaker to be confirmed: P/E Investments
16:35 – 17:15
Panel: Natural capital
Speakers to be confirmed: Fiera Capital and Savills Investment Management
17:15 – 17:25
Devil’s Advocate Summaries
17:25 – 17:30
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:30 – 18:30
Drinks Reception
19:00
Dinner
