Welcome to the Admin and Data Forum hosted by Professional Pensions. Please ensure you arrive with plenty of time to get settled and enjoy some refreshments before the opening remarks commence!

• Current market sentiment and usage of private assets
• LTAFs: Ready for take-off?
• Responsible investing in private markets: No thanks, nice to have, or must have?
• The pan-European picture: How does UK demand compare?

In November 2024 Chancellor Rachel Reeves announced the creation of megafunds for LGPS pension schemes and minimum size requirements for multi-employer DC schemes. Her Mansion House speech is a clear encouragement for schemes to increase investment in private markets and UK productive finance. How exactly will these changes impact private market asset allocations?

This session will address:

• How the reforms announced by the Chancellor support an increased allocation to private markets
• How private markets give pension schemes access to productive finance
• What drivers are pushing schemes towards private markets 
• The pros and cons for members of increasing asset allocations to UK productive finance

The higher costs associated with private markets can sometimes deter investment. However, as the approach to VfM assessments evolves from focusing solely on costs to embracing a more comprehensive view of overall value, the evaluation of private market investments should also adapt to reflect this broader perspective.

This session will address:

• What value do private markets provide for pension schemes
• How different private market assets can deliver different value
• Which schemes can benefit from the value of private market assets
• How to create a private markets solution that creates the best value returns for members

An ideal opportunity to connect with fellow trustees and relish refreshments, for first class company and a second to none experience!

Investments in private markets through sustainable and renewable infrastructure, or social housing has the power to make pensions an investment vehicle for change. This session will delve into how private market investments can be used to align with sustainability objectives and obligations.

This session will address:

• Which private market investments can support ESG targets
• How private markets can achieve better social and environmental outcomes
• How does this add value to member outcomes
• What are the benefits of incorporating these investments into investment mix

Historically private market assets have been difficult to access due to barriers such as the lack of liquidity of these assets, the way these assets are valued, and the complexity of governance. With recent innovations increasingly eroding these barriers to investment, it is time to take stock of how private markets can be best accessed and incorporated into an investment portfolio.

This session will address:

• What are the current problems and barriers facing pension schemes entering private markets.
• Current fund structures and innovations giving schemes access to private markets
• How to make interventions into private markets commercially viable alongside other existing structures
• What operational barriers are there for members

One of the main barriers to private market investments is the lack of liquidity afforded to these assets. Therefore, it is vital to understand how to manage the liquidity component of private market investments and which private market assets generate cash flows.

This session will address:

• What tools are there to ensure liquidity for private market investments
• How to manage liquidity within a portfolio which has private market investments
• Understanding what your cashflow needs are
  

This is your chance to mingle, connect, and replenish your energy amidst the Admin and Data Forum's vibrant atmosphere. Join us in savouring a spread prepared to elevate your midday experience. Whether you're networking, sharing insights, or simply taking a moment to unwind; Take a plate, and enjoy!