Thursday, February 19th, 2026

8:00 AM WELCOME & REGISTRATION AND BREAKFAST

9:00 AM The 2026 Outlook: Recalibrating Strategy Amid Global Shifts

Global investors are entering 2026 facing a complex array of structural shifts: enduring inflation pressures, fragmented geopolitics, rapid technological change, and regulatory shifts reshaping access to private markets. In this opening session, a cross-disciplinary panel of CIOs, Chief Economists, and Investment Strategists will explore how long-term investors are recalibrating strategy in response to uncertainty, and where they see clarity emerging across public and private markets.

Chair:

Amar Patel, Managing Director, Partners Capital

Panellists:

Jenny Segal, Trust Chief Investment Officer, Nesta

Charlotte O’Leary, Chief Executive Officer & Director, Pensions for Purpose

Matt Chapman, Partner, Capital Formation, NewVest

Luke Isaac, Senior Vice President - Investment Consulting, Gallagher

9:45 AM Measuring Alpha in Private Markets: Implications for Institutional LPs, Abhishek Gupta, Head of Product, Scientific Infra & Private Assets (SIPA)

10:15 AM The Repricing Era: Private Markets Beyond the Peak

As private markets mature and LPs question duration, valuation, and liquidity, how are GPs and allocators adapting? This session explores secondaries, hybrid credit structures, and recalibrating private equity expectations post-2023 repricing.

Chair:

Beatrice Stanoescu, Investment Consultant - Head of Alternative Investments, XPS Group

Panellists:

Kunal Hindocha, Senior Investment Manager, Railpen

Courtenay Durbridge, Portfolio Manager, Pension Protection Fund

Shahnan Bakth, Chairman - Investment, City of London Corporation

11:00 AM COFFEE & NETWORKING BREAK

11:45 AM Private Markets & the Energy Transition - Hype or Truly Investable, Mark Watts, Partner, LCP

12:15 PM NETWORKING LUNCH

1:30 PM Regeneration in Action: Building Climate-Resilient Agriculture and Forest Systems, Paul Young, Chief Executive Officer, Conservation Resources

2:00 PM The Climate Imperative: Risk, Returns, & Regulation in a Climate-Conscious Era

Institutional investors face growing scrutiny around climate risk disclosure and net-zero transition pathways. How are allocators adjusting models, policies, and portfolios to meet both regulatory and physical climate risk head-on?

Chair:

Dr. James Wilde, Chief Sustainability Officer, Phoenix Group

Panellists:

Vanessa Hodge, Partner, UK Sustainability Integration Lead, Mercer

Jack Turner, Head of ESG Portfolio Management, 7IM

2:30 PM COFFEE & NETWORKING BREAK

3:00 PM Beyond Manager Selection: Building Stronger Institutional LP–GP Collaboration

How can LPs and GPs collaborate more effectively (beyond traditional manager selection and performance monitoring) to create value for stakeholders, manage expectations, and work together from research through exit? Could investing in GP stakes be a viable way to achieve stronger alignment?

Chair:

Matt Gibson, Partner, Head of Investment Research, Lane Clark & Peacock

Dhruv Patel, Investments, Wellcome Trust

Bob Tyley, Head of Insurance Investment & ALM, Hymans Robertson

Mark Florman, Chief Executive Officer, Time Partners

3:45 PM COCKTAIL NETWORKING

5:00 PM END OF EVENT

5:05 PM NETWORKING HAPPY HOUR

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