Morning Sessions

 

Devil’s Advocates – Morning
William Bourne, Independent Adviser
Dafydd Edwards, Pension Board Chair, Powys Pension Fund

 

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

Presenter
Arif Husain
Head of Global Fixed Income and CIO
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

Moderator
John Harrison
Forum Chair

Panellists
Tony Dalwood
Chief Executive
Gresham House

Simon Davy
Head of Real Assets
Local Pensions Partnership

Jeff Dong
Deputy Chief Finance Office and Deputy S151 Officer
City and County of Swansea Pension Fund

Ravi Parekh
Managing Director, Infrastructure Investments
GCM Grosvenor


10:25 – 11:00
Roundtable Discussion: Strategic asset allocation

 

11:00 – 11:20
Coffee Break

 

11:20 – 12:00
Panel: Intriguing real asset projects

Moderator
John Harrison
Forum Chair

Panellists
John Benham
Head of UK Open Ended Real Estate
BlackRock

Christopher Osborne
Head of Real Estate
London CIV

Speaker to be confirmed: 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: UK affordable housing

Presenter
Kirill Zavodov
Portfolio Manager
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

 

Devil’s Advocates – Afternoon
Fiona Miller, Deputy Chief Executive Officer, Border to Coast Pensions Partnership
John Nestor, Professional Trustee, Capital Cranfield

 

14:00 – 14:20
Presentation: Social investment

Presenter
Holly Johnstone
Co-Fund Manager, Real Estate Income
M&G Investments


14:20 – 15:00
Panel: Net Zero

Moderator
John Harrison
Forum Chair

Panellists
Nick Dixon
Head of Pensions
Avon Pension Fund

Speakers to be confirmed: Capital Dynamics and Wellington Management


15:00 – 15:35
Roundtable Discussion: Satisfying the Government’s UK growth agenda

Facilitator
Phil Triggs
Director
Westminster Pension Fund

 

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

Moderator
John Harrison
Forum Chair

Panellists
Matthew Corbett
Partner, Agriculture
Fiera Comox

Alex Younger
Head of Funding & Investment
Norfolk Pension Fund

Speaker to be confirmed: 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