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
