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The Pensions Asset Allocation Summit

Summer Conference – Victory Services Club, London

Thursday 12th June 2025

09:15 – 19:15 BST

Agenda
Morning
Afternoon

09:15 – Welcome & Introduction

Chair & Programme Director: Stephen Glover
Session Type: Opening Remarks

09:30 – Asset Allocation in an Era of Chaos

Presenter: Euan Munro
Session Type: Keynote Presentation

10:00 – Asset Allocation for the LGPS

Moderator: Toby Nangle
Panellists: Chris Hitchen, Philip Latham, Jon Little
Session Type: Panel Discussion

10:40 – The Challenges for Corporate DB Schemes

Moderator: Charlotte Moore
Panellists: Shalin Bhagwan, Amlan Roy, Mark Thompson
Session Type: Panel Discussion
Sponsored by: LCP

11:20 – Coffee Break

11:45 – The Challenges for DC Schemes

Moderator: David Porter
Panellists: Kathleen Broekhof, Andy Cox, Anna Stupnytska
Session Type: Panel Discussion
Sponsored by: Royal London Asset Management

12:25 – UK Institutional Investor Asset Allocation - Facts & Trends

Presenter: Oliver Bell
Session Type: Presentation

12:45 – Devil's Advocates Summary

Devils: Sonia Bluzmanis, Neil Mason, Bobby Riddaway
Session Type: Morning Summary

12:55 – Lunch

13:55 – The Promise of Private Markets

Moderator: Mark Hedges
Panellists: Martin Bailey, Veronica Humble, Neil Mason
Session Type: Panel Discussion
Sponsored by: NatWest Cushon

14:35 – Navigating the Climate Transition in Institutional Investment Portfolios

Presenters: Louise Kooy-Henckel, Saurabh Katiyar
Session Type: Fireside Chat
Sponsored by: BlackRock & MSCI

15:00 – Embracing Climate & Nature in the New World Order

Moderator: Marian D'Auria
Panellists: Muray Birt, Mirko Cardinale, Mike Clark, Mark Hill
Session Type: Panel Discussion
Sponsored by: DWS

15:40 – Coffee & Networking Break

16:05 – Transforming Investment Performance

Facilitator: Mitesh Sheth
Moderators: Robert Branagh, Chris Giles, Douglas Hansen-Luke, Anne Glover, Mark Hedges, Andrew Krousti, Ian McKinlay, Sofia Perkonigg, Kathryn Saklatvala, Mark Tennant, Mark Thompson
Session Type: Roundtable Discussion

16:50 – The Geoeconomic World View - Bringing Order to the Chaos?

Speakers: Nicolas Firzli
Session Type: Presentation

17:20 – Devil's Advocates Summary

Speakers: Diane Maxwell, Ian McKinlay, Mitesh Sheth
Session Type: Afternoon Summary

17:30 – Chair's Closing Remarks

Speaker: Stephen Glover
Session Type: Closing Remarks

17:35 – Drinks Reception

Speakers
Martin Bailey, Head of Strategic Engagement, City of London Corporation

Martin Bailey

Head of Strategic Engagement

City of London Corporation

Oliver Bell, Doctoral Candidate, Leeds University Business School

Oliver Bell

Head of Research

ClearGlass Analytics

Shalin Bhagwan, the Chief Actuary of the Pension Protection Fund.

Shalin Bhagwan

Chief Actuary

Pension Protection Fund

Murray Birt

ESG Senior Research Analyst

DWS

Sonia Bluzmanis

Head of Research, External Equities

Rest Super

Robert Branagh

Robert Branagh

Trustee Director

Creative Pension Trust

Kathleen Broekhof

Investment Director

Royal London Asset Management

Mirko Cardinale, Head of Investment Strategy & Advice at USSIM

Mirko Cardinale

Head of Investment Strategy & Advice

USSIM

Mike Clark

Mike Clark

Founder Director

Ario Advisory

Andy Cox, Chair NatWest DC Plan

Andy Cox

Chair

NatWest DC Plan

Marian D'Auria, Global Head of Risk & Sustainability, GFG Alliance

Marian D’Auria

Head of Risk & Sustainability

GFG Alliance

Nicolas Firzli, founder of the World Pensions Council

Nicolas Firzli

Director General

World Pensions Council

Consultant. Investment Solutions

Chris Giles

Consultant - Investment Solutions

Independent

Anne Glover

Chair

Bank of England Pension Fund

Douglas Hansen-Luke, Executive Chairman, Future Planet Capital

Douglas Hansen-Luke

Executive Chairman

Future Planet Capital

Mark Hedges, Trustee Director, Nationwide Pension Fund

Mark Hedges

Trustee Director

Nationwide Pension Fund

Mark Hill, Climate & Sustainability Lead The Pensions Regulator

Mark Hill

Climate & Sustainability Lead

The Pensions Regulator

Chris Hitchen, Chairman, Border to Coast Partnership

Chris Hitchen

Chairman

Border to Coast Pension Partnership

Veronica Humble, Chief Investment Officer, NatWest Cushon

Veronica Humble

Chief Investment Officer

NatWest Cushon

Saurabh Katiyar, MSCI

Saurabh Katiyar

Head of Index Solutions Research

MSCI

Louise Kooy-Henckel, EMEA Head of Sustainable & Transition Solutions BlackRock

Louise Kooy-Henckel

Head of Sustainable & Transition Solutions

BlackRock

Andrew Krousti, Head of Pensions, Capgemini

Andrew Krousti

Head of Pensions

Capgemini

Philip Latham, Head of Clwyd Pension Fund

Philip Latham

Head

Clwyd Pension Fund

Jon Little, Chair, Local Pensions Partnership Investments

Jon Little

Chair

LPP Investments

Diane Maxwell

Former Retirement Commissioner

New Zealand

Ian McKinlay, Senior Adviser, Avida International

Ian McKinlay

Chief Investment Officer

Medical Protection Society

Neil Mason, LGPS Senior Officer, Surrey Pension Fund

Neil Mason

Director of Pensions

Surrey Pension Team

Charlotte Moore

Charlotte Moore

Freelance Journalist

Independent

Euan Munro, Former Asset Management CEO

Euan Munro

Former CEO

Newton IM

Toby Nangle, Economic & Financial Markets Analyst

Toby Nangle

Contributing Editor

Financial Times

Sofia Perkonigg, Trustee Director, UBS Pension fund

Sofia Perkonigg

Trustee Director

UBS Pension Fund

David Porter, DC Solutions Specialist Independent

David Porter

DC Solutions Specialist

Independent

Amlan Roy, Partner at LCP

Amlan Roy

Investment Partner

LCP

Bobby Riddaway, Managing Director HS Trustees

Bobby Riddaway

Managing Director

HS Trustees

Kathryn Saklatvala

Content Specialist

SG Pensions Enterprise

Mitesh Sheth, Former CEO Redington | Former CIO Newton IM

Mitesh Sheth

Former CEO Redington

Former CIO Newton IM

Anna Stupnytska, Head of Long-Term Investment Strategy, Nest

Anna Stupnytska

Head of Long-Term Investment Strategy

Nest Corporation

Mark Tennant, Trustee, Country Landowners Pension Fund

Mark Tennant

Trustee

Country Landowners Pension Fund

Mark Thompson, Chair of the Trustee Board M&G Pension Scheme

Mark Thompson

Chair of Trustees

M&G Pension Scheme

Sponsors
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EVENT INFO

The asset allocation decision is by far the greatest contributor to overall investment performance in large pensions portfolios. It demonstrably dominates everything else in the long run – individual asset class performance, trading strategies, manager selection – you name it.

This leads naturally to the expectation that the lion’s share of investment resources at any pension scheme will be devoted to it, and that asset allocation choices at schemes with a similar risk/return profile will closely resemble one another. Where they do not becomes worthy of great exploration and the potential for significant performance gains.

Some of the major thought leaders in asset allocation, together with board members of many of the largest UK pensions funds and global investment firms, will come together to determine how well asset owners are harnessing the most powerful investment strategy of them all, and the great opportunities for them, their managers and advisers in transitioning to an optimal long term SAA strategy.

Presentations will address the importance of asset class returns for LGPS, corporate DB and DC schemes.

The conference will be highly interactive, with free and frank exchanges of views, a focus on original and thought-provoking content, and with participants encouraged to engage and contribute proactively throughout.

Venue

The 2nd Annual Pensions Asset Allocation Summit will be held at Victory Services Club in London. 

Venue Address: 63-79 Seymour St, Tyburnia, London, W2 2HF

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