2nd February, 2026
12:00 – 13:20
Lunch and registration
13:20 – 13:30
Chair’s opening remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
13:30 – 13:50
Presentation: Macro and geo-political events
Speaker to be confirmed: 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
Speakers to be confirmed: Aviva Investors and Gresham House
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
09:00 – 09:05
Chair’s opening remarks
Chair
John Harrison
Adviser
Border to Coast Pensions Partnership
09:05 – 09:25
Presentation: Global market trends
Speaker to be confirmed: BlackRock
09:25 – 09:45
Presentation: Investing in renewables – the energy transition
Speaker to be confirmed: 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
Speaker to be confirmed: Equitix
10:25 – 10:45
Presentation: Public / private partnerships
Speaker to be confirmed: Schroders Capital
10:45 – 11:10
Coffee break
11:10 – 11:50
Panel: What does strategic investment advice look like post March 31st?
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 – 14:10
Lunch
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
Speaker to be confirmed: 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
Speaker to be confirmed: 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
Speaker to be confirmed: 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
