DIVERSIFYING YOUR STRATEGY TO ENSURE GROWTH. Free to local authorities! 31 OCTOBER 1 NOVEMBER 2017 THE PRINCIPAL EDINBURGH SPONSORED BY

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1 Free to local authorities! 31 OCTOBER 1 NOVEMBER 2017 THE PRINCIPAL EDINBURGH DIVERSIFYING YOUR STRATEGY TO ENSURE GROWTH SPONSORED BY ASSOCIATE SPONSOR

2 DEBATE THE CHALLENGES FACING THE LGPS IN SCOTLAND With the LGPS funds in Scotland facing numerous complex challenges including MiFID II, Brexit, the actuarial valuation, and a tough geo-political environment, there is no shortage of important areas to be debated during this year s event. Attending the LGC Investment Seminar Scotland will provide you with the expertise to enable you to decipher what the implications are for the investment strategy of your fund. Once again, delegate places will be complimentary for pensions officers, councillors with pension committee responsibilities and pensions board members from the LGPS funds in Scotland, NILOGSC and the north of England. This will include attendance at the networking dinner and accommodation for the night of 31 October.

3 WHY YOU SHOULD BE THERE: Gain high-level investment content from prominent investment experts, fund managers and local authority pension funds who ll ensure you have the latest knowledge for your fund. Benefit from dedicated time to focus on your fund strategy and share your challenges with your peers and fund managers. Improve your contacts with our fund manager sponsors and learn which of their products can help your fund gain growth. Share experiences with local authority colleagues in a relaxed environment and discover how they are handling the challenging environment. WHAT LAST YEAR S DELEGATES SAID ABOUT THE INAUGURAL EVENT Very informative seminar without plugging individual managers. Veronica Antonucci, Investment Officer, Strathclyde Pension Fund Varied, interesting and very relevant. Sue McGill, Technical Finance Officer, Cumbria County Council Excellent relevant speakers with valuable input from Government. David Stainthorpe, Chairman, Dumfries & Galloway Pension Board

4 12:30 13:30 Registration and light lunch DAY ONE Tuesday 31 October 13:30 13:45 Welcome from the chair William Marshall, Head of LGPS Investment Clients, Hymans Robertson 13:45 14:45 Session 1 Geo-political debate: what keeps the investment managers awake at night Which economic and investment issues should funds start thinking about now which will have implications on the assets held and investment strategy in the next 2 or 3 years. John Roe, Head of Multi-Asset fund, Legal & General Investment Management 14:45 15:30 Session 2 National update Speaker to be confirmed from the SPPA 15:30 15:50 Refreshments and networking 15:50 16:20 Session 3 16:20 16:55 Session 4 16:55 17:40 Session 5 The impact of MiFID II Providing insight on the standard opt up process agreed with the industry Focus on investment strategy Case study on Strathclyde s investment strategy The move out of equities into debt How the LGPS landscape in Scotland is changing Insight on what the officers, councillors and local pensions board members should be looking out for 19:30 Networking Reception 20:00 Dinner Jeff Houston, Head of Pensions, LGA Jacqueline Gillies, Chief Investment Officer, Strathclyde Pension Fund Eric Lambert, Independent Investment Adviser OFFICERS, COUNCILLORS AND PENSIONS BOARD MEMBERS FROM THE FOLLOWING LOCAL AUTHORITY ORGANISATIONS ATTENDED THE EVENT IN 2016: Lothian Pension Fund Scottish Borders Council Pension Fund Board Strathclyde Pension Fund Clackmannanshire Council Falkirk Council Pension Fund Stirling Council Dumfries & Galloway Council Tayside Pension Fund Cheshire West and Chester Council Orkney Islands Council Aberdeen City Council Cumbria Local Government Pension Scheme Fife Council Surrey County Council investmentseminarscotland.lgcplus.com

5 08:30 09:00 Refreshments and networking DAY TWO Wednesday 1 November 09:00 09:15 Welcome from the chair An early view of the initial valuation results 09:15 10:15 Session 6 How can funds capitalise on the infrastructure opportunity Focus on Infrastructure debt Focus on Infrastructure equity William Marshall, Head of LGPS Investment Clients, Hymans Robertson Jonathan Stevens, Managing Director, Head of European Infrastructure Debt within BlackRock Real Assets Andrew Liau, MD for Infrastructure, Ardian Investment UK 10:15 10:55 Session 7 11:50 12:35 Session 9 ESG integration into strategy 10:55 11:15 Refreshments and networking 11:15 11:50 Session 8 Case study from one of the funds Update on pooling from the LGPS in England/Wales Insight on how the LGPS pools are progressing in England and Wales. Discussion on what the implications are for the LGPS funds in Scotland Peter Wallach, Director of Pensions, Merseyside Pension Fund (Northern Pool) 12:35 Closing remarks William Marshall, Head of LGPS Investment Clients, Hymans Robertson 12:45 Lunch and depart William Nicoll, Co-Head of Alternative Credit, M&G Investments Speaker to be confirmed EMAP The programme may change due to unforeseen circumstances. EMAP reserves the right to alter the venue and/or speakers. It was a very useful way of connecting the factors involved in pension board management. Andrew Ewart, Treasury Officer, Dumfries & Galloway Council investmentseminarscotland.lgcplus.com

6 THE BIGGEST CHALLENGES FACING THE DELEGATES LAST YEAR WERE: