FUTURE
CONFERENCES
Programme
This will be a full day conference with approximate timings of:
09.00
Registration & Fika
09.30
Session 1: Geopolitical and Macroeconomic Outlook
10.45
Fika
11.15
Session 2: Building a Resilient Strategic Asset Allocation Policy
This session looks at the macro headwinds and geopolitical risks shaping the global backdrop, and what persistently higher inflation, the path of interest rates and fixed income positioning mean for your portfolio. Energy security is now at the forefront of many people's minds, and many pension funds have already invested in regional renewable infrastructure — hydropower, wind, battery storage — to strengthen resilience and meet net-zero goals.
Building on the themes from the previous session, we turn to how portfolios should evolve in response: rethinking risks and opportunities, whether defence investing offers new opportunities, how diversification needs to be reconsidered, and where the strongest potential lies across asset classes — including less conventional and opportunistic strategies, and the financing structures increasingly used to access them.
12.30
Lunch
13.30
Session 3: Investing in Private Markets and Real Assets – New and Emerging Opportunities, the Risks and Their Role in Portfolios
This session asks whether private markets are delivering the returns investors expect, and how risk has changed, particularly in private credit and equity. We will also consider whether real assets should now play a more prominent role given the higher and more persistent inflationary outlook, and how governance, transparency and measurement can be improved following recent losses on illiquid investments.
14.45
Fika
15.05
Session 4: Evolving ESG & Sustainability Strategy Including investing in Natural Capital
Sustainability strategy is being rethought amid geopolitical conflict, regulatory divergence, the climate crisis and competing stakeholder demands, with biodiversity loss an increasingly important but still less-considered factor alongside established ESG and climate themes. This session also asks whether now is the time to consider natural capital as an investable opportunity.
15.30
Close of Conference, followed by drinks reception
Chair's announced to date:
Speaker announced to date:
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Venue
Media Partners
