Investment conference
Markets, MAGA and Megatrends
The geopolitical playbook is being rewritten. But is the new rhetoric more bark than bite? At our investment conference, we’ll unpack the critical megatrends shaping markets.
This year’s agenda features thought-provoking discussions on:
- Seismic change: Managing the geopolitics supercycle – With tariffs, protectionism, and Trump-era policies reshaping global trade, what does this mean for capital flows, corporate supply chains, and investment allocations? Tina Fordham will unpack what it all means for capital markets and long-term investment strategies.
- Fresh foundations for SAA – How do demographics shape investment outlooks? Mirko Cardinale (Head of Investment Strategies, USS) and Amlan Roy (Partner, LCP) dive into long-horizon forecasting, risk-return analysis, and macro themes like climate and technology. Learn how USS, one of the UK’s largest pension funds, integrates climate and demographics into its award-winning investment strategy.
- Investing in the energy transition – Carpe diem?
Ken Willis (LCP), Clay Lambiotte (LCP), Alicia Kedzierski (FCA), Paul Saunders (NTMA) and Doug Clark (Brightwell) explore whether the anti-RI rhetoric marks the start of a new era, or offers long-term investors the perfect opportunity to access net zero assets.
The day will offer insights from thought leaders and industry specialists, aimed at helping us all navigate this dynamic investment landscape. We’ll finish with an afternoon reception, where you’ll have the chance to network and continue the conversation.
Who should attend?
Investment decision-makers and thinkers from pension funds, sovereign funds, charities, endowments, wealth managers and insurers from the UK and beyond.
Guest speakers
Tina Fordham is a leading geopolitical strategist and advisor to global leaders, with over 25 years’ experience at the intersection of geopolitics, business and social change. She is the founder of Fordham Global Foresight and the former Chief Global Political Analyst at Citi.
Tina offers a sharp, forward-looking take on how today’s turbulent political landscape is reshaping the world for investors. In the new world of Trump 2.0 and renewed trade wars, shifting alliances and the contested role of ESG – Tina will unpack what it all means for capital markets and long-term investment strategies.
Mirko Cardinale joined USS Investment Management Limited in 2015 and has been in his current role as Head of Investment Strategy since 2019. He’s responsible for the design of their strategic asset allocation processes.
Prior to this, Mirko was Head of Asset Allocation-EMEA at Russell Investments where he was responsible for designing model portfolios and reviewing the asset allocation of EMEA funds.
Alicia Kedzierski is the Head of Department for ESG at the Financial Conduct Authority (FCA) and is responsible for setting the regulatory ESG strategy and leading policy and technical work. This includes embedding ESG across the FCA’s activities. Alicia has led the Sustainability Disclosure Requirements (SDR) Policy, the Vote Reporting Group, as well as the FCA's work on Transition Finance, Transition Planning, and other high profile projects. She is also Co-Chair of the IOSCO Assurance Workstream on Sustainable Finance.
Paul Saunders is Senior Investment Director and Head of Climate with the Ireland Strategic Investment Fund (ISIF) - Ireland’s €9bn Sovereign Development Fund. He leads ISIF’s Climate investment agenda, focused on a broad range of investments, from Venture Capital to Infrastructure, that will catalyse the transition to Net Zero across the Irish economy.
Paul started his career in the energy sector with Shell International in the Netherlands, working on North Sea drilling rigs, and major development projects globally. He then joined McKinsey & Co. in Dublin and London, working across a broad range of sectors and industries.
Doug Clark is responsible for investment strategy research, external manager implemented solutions and sustainable investment. He joined Brightwell in June 2008. Between 2008 and 2009 he focused predominantly on monitoring and selecting hedge funds. Since then he has focused on broader investment strategy and manager allocations across all asset classes.
From 2004 to 2008 Doug worked at Belgrave Capital Management, the UK subsidiary of a Swiss Bank. Prior to this he worked as an analyst in the trading team at British Energy focusing on the renewable energy market.
