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LCP Investment conference and Global Investor Seminar

Hot air balloons flying over rocky desert landscape

Event Details

Date 25-26 June 2025 Location

Central London 

Megatrends, MAGA and Markets 

Day 1: Investment Conference

Wednesday 25 June | 1:00pm-5:30pm | Central London

The geopolitical playbook is being rewritten. But is the new rhetoric more bark than bite? At LCP’s Investment Conference 2025, we’ll unpack the critical trends shaping markets.

This year’s agenda features thought-provoking discussions on:

  • Macro-economics, geopolitics, and deglobalisation – As tariffs, protectionism, and Trump-era policies reshape global trade, what are the implications for capital flows, corporate supply chains, and investment allocations? We’ll explore how these shifts influence sovereign debt, currency markets, and equity concentration.
  • Strategic asset allocation powered by demographics - Discover how demographics shape investment outlooks and asset allocation. 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. As one of the largest pension funds in the UK, USS’s award-winning approach to integrating climate in portfolios parallels the role of demographics in investment strategy.
  • Investing in the energy transition – Carpe diem? Is the anti-RI rhetoric offering long-term investors the perfect opportunities in the journey to net zero?

Join industry leaders and like-minded peers to gain actionable insights and fresh perspectives on navigating this new era of investing.

Day 2: Global Investor Seminar

Thursday 26 June | 10:00am-3:00pm | Central London

Day 2 continues with an invitation-only seminar for senior global investors.

This bespoke session offers an exclusive opportunity to engage in discussions on macro trends, capital allocation, risk and reserve management and geopolitical risks shaping international portfolios today and how to balance it with the need to invest locally. Connect with peers for candid insights and strategic dialogue.

This workshop has been specifically designed for policy officials and decision makers from international institutions including central banks, sovereign wealth funds, public and corporate pension funds.