Room151 is bringing you a carefully curated half-day conference for the LGPS community. With insight into long-term asset allocation, local investing, venture capital and the role of illiquid investments in an investment portfolio, this will be an excellent opportunity to share experiences and best practice in a more relaxed format at the boutique hotel, King Street Townhouse.
Interested in joining? Email jockum.nyberg@room151.co.uk to inquire about available free delegate places for the LGPS.
-
- -
-
King Street Townhouse, 10 Booth St
Manchester
M24AW
LGPS North 2023
Enter your password to gain access to the delegate list and presentations (your password is sent out 5 days before the event)
Registration
Lunch
Chair's Opening Remarks
Speakers
Gordon Ross
chief investment officer
LGPS Central
Global macroeconomic update
Speakers
Jamie Dannhauser
Economist
Ruffer
Long-term asset allocation – the death of 60/40?
With many LGPS schemes now in a very different funding and cash-flow position than only a few years ago, old certainties like the 60/40 model are coming under increased scrutiny. How will LGPS schemes stay well-funded and manage what is for many a cash-flow neutral or negative scenario? How high can private markets allocations go? What will the role of public markets investing be going forward and how will liquidity concerns feature in long-term asset allocation?
Speakers
Jos North
investment director
Ruffer
Victoria Moffett
lead commissioner pensions and investments
Warwickshire Pension Fund
Abdul Bashir
principal investments manager (public markets)
Greater Manchester Pension Fund
Richard J Tomlinson
CIO
Local Pensions Partnership Investments
Investing in illiquid assets – investment structures, allocations, and future trends
Investing in various forms of illiquid instruments from infrastructure to private equity has become a major part of LGPS portfolios in recent years, but questions remain regarding how to optimise this. What is the proper role of illiquids in an LGPS portfolio? What structures work best? Will there be an increased move from the LGPS in approaching private markets as a GP?
Speakers
Peter Wallach
director of pensions
Merseyside Pension Fund
Ian Sandiford
head of investments (alternatives)
Border to Coast Pensions Partnership
Lei Lei
co-head european credit opportunities, alternatives
Ninety One
Networking break & refreshments
Local investing – achieving impact and return
Despite much political uncertainty surrounding the levelling-up agenda the appetite for local investments remains strong from both an impact and fiduciary perspective. Yet, questions remain regarding how to best approach this? What is the role of pools in local investing and how can one source and structure the best deals?
Speakers
Jonathan Digges
CIO
Octopus Capital
Luke Webster
chief investment officer
Greater London Authority
Neil Sellstrom
principal investment manager
Tyne and Wear Pension Fund
Investing in venture capital for the LGPS - a rediscovered frontier?
Venture capital has long been a favourite for other types of institutional investors. In light of not least net zero aims and investment in new climate-positive technology venture capital is becoming a more common feature of LGPS investment portfolios. What can we learn from historic venture capital investing trends? What are the pitfalls and challenges and what sorts of opportunities exist for the modern LGPS investor?
Speakers
Tricia Ward
director, manager research
Redington
Iain Campbell
head of LGPS investment
Hymans Robertson
Chair's closing remarks
Gordon Ross
chief investment officer
LGPS Central
Jamie Dannhauser
Economist
Ruffer
Jos North
investment director
Ruffer
Victoria Moffett
lead commissioner pensions and investments
Warwickshire Pension Fund
Abdul Bashir
principal investments manager (public markets)
Greater Manchester Pension Fund
Richard J Tomlinson
CIO
Local Pensions Partnership Investments
Peter Wallach
director of pensions
Merseyside Pension Fund
Ian Sandiford
head of investments (alternatives)
Border to Coast Pensions Partnership
Lei Lei
co-head european credit opportunities, alternatives
Ninety One
Jonathan Digges
CIO
Octopus Capital
Luke Webster
chief investment officer
Greater London Authority
Neil Sellstrom
principal investment manager
Tyne and Wear Pension Fund
Tricia Ward
director, manager research
Redington
Iain Campbell
head of LGPS investment
Hymans Robertson
Lead Sponsor
Sponsors