mallowstreet Birmingham Roadshow 2026

mallowstreet heads to Birmingham, bringing together a select group of pension professionals for an engaging and focused learning experience. Join us in the heart of Birmingham to enhance your skills, gain valuable insights, and connect with like-minded peers.


Join us for an engaging morning workshop where you'll connect up close with world-class pension managers in an intimate, hands-on setting. Through interactive masterclasses, you'll explore vital pension topics, uncover practical strategies, and gain powerful insights to tackle challenges and capitalise on emerging opportunities. With open discussions and direct access to industry leaders, this session is your chance to walk away with the clarity and confidence needed to shape the future of your pension funds.


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. Fit for the Future: Local Priorities and Private Market Opportunities

    This session links the importance of local economic investment with broader portfolio strategy. After setting the scene in Birmingham, Trevor will explore how pools are adapting to structural changes and how private markets are becoming central to long-term investment thinking in the context of Government policy initiatives and the latest funding and cashflow profiles of LGPS Funds.

    Speaker

    Trevor Castledine, Chief Commercial Officer, LGPS Central Pool

  3. Keynote Presentation

    Full synopsis to follow

    Speaker

    Trevor Castledine, Chief Client & Advisory Officer, LGPS Central

  4. Session Transition

  5. 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

    Dean Heaney, Head of Sales and Distribution & Ed Bradburn Deputy Head of Property Finance - Mercia

  6. Tea, Coffee & Networking

  7. 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 Cumulus, 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 Cumulus 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

    Martin Jost, Head of Product Specialist & Maria Gendelman, Investor Relations, UK & Ireland - CFM

  8. Thank You's and Close

    Speaker

    Mark Narborough

  9. Lunch & Networking

  10. End