AGENDA

Morning Sessions

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

Speaker to be confirmed: 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

Speakers to be confirmed: GCM Grosvenor and Gresham House

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

11:00 – 11:20
Coffee Break

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

Speaker to be confirmed: BlackRock and Natixis Investment Managers

12:00 – 12:20
Presentation: Navigating the private markets decarbonisation roadmap

Speaker to be confirmed: Tikehau Capital

12:20 – 12:40
Presentation: European Data Centres

Speaker to be confirmed: 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

14:00 – 14:20
Presentation: Social investment

Speaker to be confirmed: M&G Investments

14:20 – 15:00
Panel: Net Zero

Speaker to be confirmed: Wellington Management

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

15:35 – 15:55
Coffee Break

15:55 – 16:15
Presentation: Private credit

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

Speaker to be confirmed: Fiera Capital and 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