Date:
30 July 2026 14:45 to 18:30
Venue:
Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL
View in Google Maps
Chairperson:
Erin Squires, Head of Treasury Management & Sustainable Finance, University College London
Details:
Welcome to Lilliput – Gulliver washes ashore in a world where nothing is the size it appears, the rules have all changed, and the maps he carried are useless.
Lilliput: A world of false proportions
- Correlations in a reordering world — traditional defensive assets no longer behaving defensively
- AI-driven concentration distorting what diversification actually means
- Geopolitical fragmentation and the implications of fractured finance for long-term investors
- Inflation persistence and what it does to portfolio construction assumptions
Laputa: The flying island — when theory loses contact with the ground
- Strategic asset allocation vs. reacting to market shifts — where is the line?
- The costs of rebalancing, and the hidden cost of everyone rebalancing at once
- Is this time genuinely different, or have we heard this before?
- Transition risk when changing managers or allocations in volatile conditions
- Whether current conditions compromise impact and mission alignment for charities and endowments
- Cash and near-cash as strategic tools rather than default positions
Sailing together — what would it actually take?
Gulliver’s deepest realisation: the individual voyage, however skilled the traveller, is the least efficient way to navigate a changed world.
- Introduction to collective investment models, consortium structures and what the LGPS pooling experience has actually demonstrated
- What stops collaboration happening — governance, competition, trust, or simply inertia?
- Consortium models for medium-sized endowments: what works and what doesn’t
- Collective action in responsible and impact investing — is this where the leverage is?
- Systemic policy and regulatory engagement as an asset owner group
- What shared infrastructure is realistic in the near term?