mallowstreet Manchester Roadshow 2026

mallowstreet returns to Manchester for a focused morning of learning, collaboration, and inspiration among the UK’s pension community. This exclusive workshop brings together a select group of professionals to explore the pressing issues shaping the future of pension investment.


Through a series of dynamic and interactive Investment Masterclass sessions, delegates will engage directly with world-class asset managers and peers in an open, discussion-led environment. Each session is designed to move beyond theory—offering practical strategies, actionable insights, and fresh perspectives to help navigate market uncertainty and capture opportunity.


With its intimate format and emphasis on peer learning, this event offers a rare chance to deepen your expertise, strengthen connections, and return to your scheme with renewed clarity and confidence.


This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registrations, Breakfast & Networking

  2. Welcome & Introductions

  3. Equities at an Inflection Point: Navigating a Changing Investment Landscape

    Equity investors are navigating a markedly different environment, shaped by higher interest rates, rapid technological change and an increasingly fragmented global economy.


    In this session, Colin will examine the forces reshaping equity markets, from the transformative potential of AI and growing geopolitical tensions to market concentration and questions surrounding continued US exceptionalism. Turning closer to home, the discussion will also consider the outlook for UK equities and where opportunities may be emerging for long-term institutional investors.

    Speaker

    Colin Standish

  4. Session Transition

  5. Emerging Markets Debt: Finding Opportunity in a Shifting Landscape

    An overview of the asset class and why EMD should be considered as an important component of a diversified portfolio.

    Speaker

    MFS Investment Management

  6. Tea, Coffee & Networking

  7. Real Estate Development Debt for Resilient Income: Backing Britain's Industrial Backbone

    As the UK economy shifts focus towards regional growth and industrial resilience, real estate debt is gaining ground as a powerful tool to support local development while generating stable, risk-adjusted returns.


    We will explore how secured lending against UK industrial and logistics assets can deliver predictable income, capital protection, and exposure to real economic growth. Concentrated on new build and refurbishment projects, with a particular strength in the Midlands, our strategy draws on an established track record of disciplined credit underwriting and strong borrower relationships.


    We’ll discuss:


    - How short-duration real estate debt suits income-oriented investment strategies

    - Risk mitigation through robust structuring, conservative LTVs, and asset-level security

    - Opportunities in core UK infrastructure: logistics, trade, roadside, and manufacturing assets

    - The importance of regional expertise in sourcing and managing credit risk


    For investors, this approach offers a way to align capital deployment with UK economic priorities, while accessing consistent returns from well-secured, tangible assets across the country.

    Speaker

    Mercia Asset Management

  8. Session Transition

  9. Seize the Quant Edge: Navigating the Age of Big Data with CFM

    In a world flooded with data, volatility and rapid technological change, conventional investment methods struggle to keep pace. This session discusses how harnessing data-driven insights systematically by leveraging advanced statistical techniques can be used to create an original multi-strategy investment program that aims to deliver superior alpha returns for pension plan portfolios, decorrelated from traditional asset classes.

     

    This presentation unveils CFM Systematic Global Macro (SGM), a dynamically integrated, quant-driven multi-strategy portfolio that harnesses technical indicators, deep fundamental insights, and alternative data streams to uncover new return opportunities, decorrelated from traditional investments. In addition, CFM SGM has a defensive overlay that seeks to add convexity features to the portfolio and provide diversification when equity markets undergo a period of stress.

    Speaker

    CFM

  10. Thank You's and Close

  11. Lunch and Networking

  12. End