30th June, 2025
11:00 – 12:00
Registration
12:00 – 12:10
Chair’s Opening Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
12:10 – 12:30
Presentation: Macro and geo-political events
Speaker to be confirmed: Goldman Sachs
12:30 – 13:10
Panel: Investment trends – global equities
Speakers to be confirmed: Harris Associates and Russell Investments
13:10 – 14:00
Lunch
14:00 – 14:40
Roundtable Discussion: Pool mergers
14:40 – 15:00
Presentation: Bonds – a five-year forecast
Speaker to be confirmed: T. Rowe Price
15:00 – 15:20
Interview: Fixed income opportunities
Speaker to be confirmed: Robeco
15:20 – 15:40
Presentation: Emerging markets
Speaker to be confirmed: PIMCO
15:40 – 16:00
Interview: Private debt
Speaker to be confirmed: M&G Investments
16:00 – 16:20
Coffee
16:20 – 17:00
Panel: UK living
Speaker to be confirmed: Savills Investment Management
17:00 – 17:20
Presentation: Single family housing
Speaker to be confirmed: Fiera Capital
17:20 – 17:30
Devil’s Advocate Summaries
17:30 – 17:35
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:35
Private key collection and Check-in
19:00
Drinks and Dinner in the Walled Garden
1st July, 2025
08:30 – 09:00
Registration
09:00 – 09:05
Chair’s Opening Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: The macro outlook
Speaker to be confirmed: Ruffer
09:25 – 10:05
Panel: Fixed income
Speakers to be confirmed: Columbia Threadneedle Investments, MFS Investment Management and RBC BlueBay Asset Management
10:05 – 10:25
Presentation: Private equity & Climate investing
Speaker to be confirmed: Lazard Asset Management
10:25 – 11:05
Roundtable Discussion: Improving Pool/LGPS communication
11:05 – 11:30
Coffee
11:30 – 11:50
Presentation: Global credit / Decarbonisation
Speaker to be confirmed: Fidelity International
11:50 – 12:10
Presentation: Global infrastructure trends
Speaker to be confirmed: BlackRock
12:10 – 12:30
Presentation: Investing locally
Speaker to be confirmed: Schroders Capital
12:30 – 13:10
Panel: Natural capital
Speakers to be confirmed: J.P. Morgan Asset Management and Nuveen
13:10 – 13:20
Devil’s Advocate Summaries
13:20 – 14:20
Lunch
14:20 – 14:40
Presentation: Data centres
Speaker to be confirmed: Principal Asset Management
14:40 – 15:20
Panel: AI
15:20 – 15:40
Presentation: Natural capital – global perspective
Speaker to be confirmed: Gresham House
15:40 – 16:10
Coffee
16:10 – 16:30
Presentation: UK property
16:30 – 17:10
Panel: LGPS post Mansion House
Speaker to be confirmed: HarbourVest Partners
17:10 – 17:20
Devil’s Advocate Summaries
17:20 – 17:25
Chair’s Closing Remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
17:25 – 19:00
Drinks Reception
19:00
Dinner with After Dinner Speaker
