2nd February, 2026

 

Devil’s Advocates | Morning
Fiona Miller, Deputy CEO, Border to Coast Pensions Partnership

 

12:00 – 13:20
Lunch and registration in the Arora Ballroom

13:20 – 13:30
Chair’s opening remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

13:30 – 13:50
Presentation: Crossroads: navigating global policy divergence
In 2026, diverging global monetary and fiscal policies are set to reshape the fixed income environment, creating advantages for some market participants while presenting new challenges for others.

Presenter
Arif Husain
Head of Global Fixed Income and CIO
T. Rowe Price

13:50 – 14:30
Panel: Investment trends – the global bond market

Moderator
John Harrison
Forum Chair

Panellists
Carl Shepherd
Fixed Income Portfolio Manager
LGPS Central

Speaker to be confirmed: Capital Group

14:30 – 15:10
Roundtable discussion: Consolidating LGPS assets

15:10 – 15:30
Presentation: Global equities – a five-year forecast

Speaker to be confirmed: Loomis Sayles

 

15:30 – 16:00
Coffee break

 

16:00 – 16:20
Interview: AI investment projects

Speaker to be confirmed: Wellington Management

16:20 – 16:40
Presentation: UK infrastructure

Speaker to be confirmed: IFM Investors

16:40 – 17:20
Panel: Private markets – researching viable investment opportunities

Moderator
John Harrison
Forum Chair

Panellists
Tony Dalwood
CEO
Gresham House

Nick Fisher
Director, Research, Private Markets
Aviva Investors

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 Monarch

3rd February, 2026

 

Devil’s Advocates | Morning
Adrian Brown, Independent Adviser

 

08:30 – 09:00
Registration in the Arora Ballroom Foyer

09:00 – 09:05
Chair’s opening remarks

Chair
John Harrison
Adviser
Border to Coast Pensions Partnership

09:05 – 09:25
Presentation: Global outlook and practical implications for UK investors
This session delivers a timely global market outlook designed specifically for UK investors. Drawing on deep expertise in fundamental equities and global and UK equity markets, the presenters will break down key global trends into practical, actionable insights for UK-focused portfolios. Attendees will gain perspective on major risks, emerging opportunities, and strategic considerations to help navigate today’s fast-moving market environment.

Presenters
Luke Chappell
Portfolio manager and Head of the UK and Global Equity teams
BlackRock

Helen Jewell
CIO for Fundamental Equities, EMEA
BlackRock

09:25 – 09:45
Presentation: Investing in renewables – the energy transition
In 2026, changes across the energy landscape will intensify the transition to renewables, as the challenges of meeting CP2030 and place-based opportunities reshape the outlook for LGPS investors. This session explores what it will take to deliver on those ambitions and will build the case for renewables.

Presenter
Tom Williams
Partner, Head of Energy & Infrastructure
Downing

09:45 – 10:25
Panel: Clean energy

Moderator
John Harrison
Forum Chair

Panellists
Barney Coles
Senior Managing Director, Co-Head of Clean Energy
Capital Dynamics

Dan Hudson
Head of Origination and Execution
LPPI

Speaker to be confirmed: Equitix

10:25 – 10:45
Presentation: Public / private partnerships

Presenter
Lydia Merry
Real Estate Capital Formation
Schroders Capital

 

10:45 – 11:10
Coffee break

 

11:10 – 11:50
Panel: What does strategic investment advice look like post March 31st?

Moderator
John Harrison
Forum Chair

Panellists
Richard Tomlinson
CIO
LPPI

Phil Triggs
Director
Westminster

11:50 – 12:10
Presentation: Nature

Speaker to be confirmed: Lombard Odier Investment Managers

12:10 – 12:30
Presentation: Global infrastructure investment

Speaker to be confirmed: M&G Investments

12:30 – 12:50
Interview: Natural capital returns

Interviewer
John Harrison
Forum Chair

Interviewee
Matthew Corbett
Partner, Agriculture
Fiera Comox

12:50 – 13:10
Presentation: Real estate debt

Speaker to be confirmed: PIMCO

13:10 – 13:15
Devil’s advocate summaries

 

13:15 – 14:10
Lunch in the Arora Ballroom

 

Devil’s Advocates | Afternoon
Anthony Fletcher, Independent Adviser

 

14:10 – 14:30
Presentation: Forecasting property returns

Speaker to be confirmed: Savills Investment Management

14:30 – 14:50
Interview: Global equities

Speaker to be confirmed: AGF Investments

14:50 – 15:10
Presentation: AI and responsible investing

Presenter
Andy Moniz
Director of Responsible Investing
Acadian Asset Management

15:10 – 15:50
Roundtable discussion: Investment strategy implementation

 

15:50 – 16:10
Coffee break

 

16:10 – 16:30
Presentation: Incorporating net zero in your multi-asset credit portfolio

Presenter
Bruno Bamberger
Co-Head Investment Specialist Fixed Income
AXA Investment Managers

16:30 – 17:10
Panel: Investing in UK equities

Moderator
John Harrison
Forum Chair

Panellists
Will Ballard
Head of Equities
Border to Coast Pensions Partnership

Adrian Gosling
Investment Manager, UK Equity Income
Jupiter Asset Management

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