FUTURE
CONFERENCES
Conference objectives
• Consider different investment strategies effective in the new economic environment
• Hear discussions of the next steps for investment in the LGPS
• Consider practical approaches to climate and impact investments
• Learn from a LGPS and investment pool colleagues
• Network with pension funds and providers in an educational informal setting
Complimentary attendance for pension funds and other qualifying institutional investors
Portfolio Specialist, Fixed Income
T. Rowe Price
Analysing how the world of fixed income investing is evolving
A high-level look at an increasingly volatile environment and the changing role of fixed income. This session will examine if recent market changes represent an opportunity or a threat.
Managing Director
ICG Life Sciences
Life Sciences: Investing in healthcare innovation to transform patient lives
• Outline the growth of life sciences in the overall healthcare landscape.
• Provide examples where new innovations are transforming patients’ lives.
• Highlight the key role played by the UK in life sciences and in particular why the UK aspires to be, ‘a clinical trials superpower.’
• Conclude, by presenting the attractiveness of the UK for Life Sciences investing.
10.45
Tea/Coffee
11.15
Session 2
Vice-Chair, Pensions Committee
London Borough of Lambeth
Shareholder Litigation as Part of Pension Funds’ Toolkit for Advancing Corporate Governance and Sustainability in their Investments
In the U.S., shareholder litigation has increasingly become part of the “toolkit” available to pension funds as a mechanism to advance proper corporate governance and sustainability in the companies they invest in. While shareholder suits remain a powerful means to recover for corporate fraud, they also are a tool by which funds can monitor their investment portfolio to ensure it is aligned with their broader goals as fiduciaries. This interactive session will explore these themes through discussion of recent examples and hypotheticals.
Head of Sustainability and ESG Integration
Churchill Asset Management, an investment specialist of Nuveen.
ESG Advancements in Private Capital & Delivering on LGPS Investor Regulatory Requirements
This presentation will share insights on ESG advancements in middle market private capital and how leading managers are integrating ESG factors throughout the investment lifecycle by partnering with like-minded companies and investors with strong practices.
12.25
Lunch
13.30
Session 3
Fund Manager
Premier Miton Emerging Markets Sustainable Fund
How Emerging Markets can help pension schemes meet their sustainability objectives
A decade ago, Emerging Markets were in the grips of what became known as the ‘taper tantrum’. This time around, an historic pace of developed world tightening has been met with calm in the emerging world, following a decade of improved policy-making. Yet, UK pension allocations remain ultra-low to this bloc representing 80% of the world’s population, three quarters of global land mass, and just 15% of global equity market capitalisation. We ask what other improvements have been occurring, what these countries’ carbon footprint really represents in a globalised economy, and how asset owners can reconcile commitments to sustainability while accessing the growth opportunities on offer in Emerging Markets.
Client Portfolio Manager
ClearBridge Investments
A Renaissance Period for Listed Infrastructure - Enlightenment from the Great Transition
This session will uncover how the green transition is more than just clean energy, but also includes electrification, battery power, and carbon capture and how these will change our lives. These essential innovations bode well for creating multi-decade investment opportunities in listed infrastructure companies allowing them to grow faster and continue to provide capital growth, resilient cash flow and growing dividends, in a world where secular growth is scarce.
14.40
Tea/coffee
15.10
Session 4
Partner and Head of Public Clients & Markets
Hymans Robertson
Emerging funding challenges facing the LGPS
This presentation leads discussion and presents the latest analysis on some of the key funding challenges emerging across the LGPS, including surpluses, cashflow requirements and contribution reviews.
Pension Fund Panel
16.15
Close of conference followed by refreshments
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
The View at the Royal College of Surgeons
38-43 Lincoln's Inn Fields
London
WC2A 3PE
Tel: 020 7869 6703
The View is centrally located at Lincoln’s Inn Fields within easy walking distance of Holborn (Piccadilly and Central lines) and Temple (District and Circle Lines) underground stations. It is a short taxi or underground journey from most major rail stations. Two NCP car parks are situated nearby.