Programme

 BOOK PLACES

09:45 - 10:15

Registration 

plenary 1
10:15 - 10:25

Chair's introduction and welcome

Joe Dabrowksi, Head of Governance & Investment, PLSA

plenary 2
10:25 - 11:05

RINGING THE CHANGES

The chair of the Local Government Pension Scheme Advisory Board discusses the key governance and administrative issues facing local schemes, including asset pooling and the rollout of MiFID II.

Roger Phillips, Chair, Local Government Pension Scheme Advisory Board
plenary 3
11:05 - 11:35

Making an Impact – The win-win solution for socially conscious local government pension funds

What roles can impact investing play within a diversified portfolio? We explain its increasing relevance for local authority investors and provide a case study on how to select an impact company for investment. We also explore the flexibility and liquidity that comes from impact investing via public markets.

Louise Kooy-Henckel, Investment Director, Wellington Management

11:35 - 12:05

Refreshment served

PLENARY 4
12:05 - 13:00

Staying in shape: the importance of good-quality data

What does good quality data look like for local government schemes? We investigate and explain how schemes can get and keep their data in shape.

Duncan Watson, Managing Director Products and Services, EQ Paymaster, Equiniti
Neil Wilson, Industry Liaison Manager, The Pensions Regulator

13:00 - 14:00

Lunch served
PLENARY 5
14:00 - 14:55

Scale – What is it good for?

After the local authority asset pooling concludes in April, schemes will contend with enlarged scale and, perhaps, greater access to a variety of investment strategies.  What are the benefits and potential pitfalls of a larger asset pool?

Bob Holloway, Pensions Secretary, Local Government Association
Imran Razvi, Public Policy Adviser, Investment Association
Phil Triggs, Strategic Finance Manager, Pensions and Treasury, Surrey County Council

PLENARY 6
14:55 - 15:50

new-term outlook for local authority schemes

Local authority schemes have much to contend with in the next 12-24 months, including the completion of pooling, Brexit and an uncertain political outlook. The MiFID II opt-up and transparency of costs and charges, and the CMA’s investigation into investment consultants are highly relevant. GDPR and the government’s pensions dashboard will also require careful implementation. What are the best strategies for local authorities to protect their schemes’ assets in the near term?  How will new regulations impact local authority schemes?

Matthew Bullock, Investment Director, Multi-Asset Strategies, Wellington Management
Imran Razvi, Public Policy Adviser, Investment Association 
Duncan WatsonManaging Director Products and Services, EQ Paymaster, Equiniti

PLENARY 7
15:50 - 15:55

CHAIR'S closing remarks

Joe Dabrowksi, Head of Governance & Investment, External Affairs, PLSA


15:55 - 16:30

Refreshments served & networking