Room151 makes its first foray to Glasgow to discuss real assets investing for the LGPS with a focus on housing and commercial property in particular. How do you make the most of the cashflow? What are the impact opportunities? How can net zero readiness drive returns and what is ultimately the right mix of managers and assets?
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Kimpton Blythswood Square Hotel & Spa
Glasgow
G2 4AD
Room151’s Real Assets & the LGPS Roundtable & Dinner
Arrivals & refreshments
Housing investment for the LGPS - making sense of the opportunity set
Housing has fast become a key component of many LGPS investment portfolios, promising good yield and the opportunity for positive social and environmental impact. Yet, things are not that simple as investment opportunities range from build-to-rent opportunities to specialist needs housing with varying regulation and laws around the UK. What does the ideal mix of housing investments look like and how do you choose the right manager?
Refreshments
Commercial property - bargain opportunities and diversification dilemmas
Commercial property is seeing some green shoots after a period of depressed valuations in response to changing habits and priorities. What type of commercial property remains attractive, does the UK offer good opportunities or are better opportunities to be in found in the US, Europe or even further afield? Can investments in energy efficiency drive greater returns and how do you future-proof your portfolio?
End of seminar
Drinks
Dinner served
Nick Moore
portfolio manager
Border to Coast Pension Partnership
Laura Colliss
pension fund manager
NESPF
Kirsty Steven
senior investment client manager
Barnett Waddingham
Simon Jones
partner
Hymans Robertson
Dhananjai
chief investment officer
Edmond de Rothschild
Dugal Hunt
senior portfolio manager
CBRE Investment Management
Ian Jamison
investment manager
Strathclyde Pension Fund
Jonathan Hunt
independent investment advisor
Westmorland and Furness Council & South Yorkshire Pensions Authority
Pete Smith
principal and head of sustainable investment
Barnett Waddingham
Sponsors