Harrogate Investment Conference 2024

Overview

Date

Wednesday 20 November 2024

Time

01:00 AM - 11:59 PM

Deepen your insights and broaden your horizons at the RSMR Harrogate Investment Conference 2024.

Harrogate 2024 represents an opportunity to upgrade your understanding of markets and develop your strategic decision making.

Big name speakers including Ritu Vohora from T. Rowe Price, Clive Beagles from J O Hambro Capital Management, Paul Flood from BNY Mellon and Keith Balmer from Columbia Threadneedle Investments.
Guest speaker Shivvy Jervis, a five-time award winning innovation expert and neuroscience researcher, named one of Britain’s ‘Women of the Year’.
An evening of extravagance at the extraordinary Rudding Park to celebrate 20 years of independent research.

FREE to advisers and qualifies for 3.5+ hours of structured CPD

Click here for the speaker line up

Agenda

11.15am Registration and coffee

11.45am Welcome from Ken Rayner, CEO

12:00pm 2 x 15 mins presentations & 1 x Q&A session

Goldman Sachs Asset Management - James Ashley, Head of International Macro/Market Strategy
Franklin Templeton - Michael Browne, Chief Investment Officer
Q&A with Alex Araujo, Fund Manager, M&G Investments

12.45pm Panel debate 1 - Equities: Opportunities outside the usual suspects

Artemis – Olivia Micklem, Fund Manager
abrdn - Kirsty Desson, Investment Director
J.P. Morgan - Emily Whiting, Investment Specialist
AXA IM - Nigel Yates, Senior Portfolio Manager

13.15pm Lunch

14.10pm 2 x 15 mins presentations & 1 x Q&A session

Columbia Threadneedle Investments - Keith Balmer, Portfolio Manager
Royal London Asset Management - Richard Marwood, Head of Income
Q&A with Paul Flood, Head of Mixed Assets Investment, BNY Investments

14:55pm Panel debate 2 - Income: Maintaining income in a declining interest rate world

Aegon Asset Management – Tom Hanson, Head of Europe High Yield
Invesco - Rhys Davies, Fund Manager
Fidelity – Ben Deane, Investment Director, Fixed Income
Ninety One – Jason Borbora-Sheen, Portfolio Manager

15:25pm Break

15.45pm 3 x 15 mins presentations

Aviva Investors - Peter Fitzgerald, CIO Multi-Asset and Macro
T. Rowe Price - Ritu Vohora, Investment Specialist
J O Hambro Capital Management - Clive Beagles, Senior Fund Manager

16.30pm Panel debate 3 - Multi Asset: Portfolio allocations - the future versus the past

Legal & General Investment Management - Andrzej Pioch, Fund Manager
Baillie Gifford - Tom Danaher, Income Investment Specialist
Janus Henderson - James de Bunsen, Portfolio Manager
Jupiter - George Fox, Fund Manager

17:00 - 17:10 pm Closing comments from Ken Rayner, CEO

6:45pm Pre-dinner drinks

7:15pm Overview from Geoff Mills, Director

7:30pm Dinner & 20 yr anniversary event with guest speaker Award-Winning Futurist Shivvy Jervis (on the connection between motivation and chemistry to how we do business)

11pm Close

Speakers

Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Moderator

Dominic O'Connell

Moderator

Guest Speaker

Guest Speaker - Shivvy Jervis

Award-winning Innovation Forecaster

Alex Araujo

Fund Manager, M&G Investments

Andrzej Pioch

Fund Manager, Legal & General Investment Management

Ben Deane

Investment Director, Fixed Income, Fidelity

Clive Beagles

Senior Fund Manager, J O Hambro Capital Management

Emily Whiting

Investment Specialist, J.P.Morgan

George Fox

Fund Manager, Jupiter

Guest Speaker - Shivvy Jervis

Award-winning Innovation Forecaster

James Ashley

International Head of Strategic Advisory Solutions, Goldman Sachs Asset Management

James de Bunsen

Portfolio Manager, Janus Henderson

Jason Borbora-Sheen

Portfolio Manager, Ninety One

Keith Balmer

Portfolio Manager, Columbia Threadneedle Investments

Kirsty Desson

Investment Director, abrdn

Michael Browne

Chief Investment Officer, Martin Currie a Franklin Templeton Company

Nigel Yates

Senior Portfolio Manager, AXA Investment Managers

Olivia Micklem

Fund Manager, Artemis

Paul Flood

Head of Mixed Assets, Newton Investment Management

Peter Fitzgerald

Portfolio Manager, Aviva Investors

Rhys Davies

Fund Manager and Senior Credit Analyst, Invesco

Richard Marwood

Head of Income, Royal London Asset Management

Ritu Vohora

Investment Specialist, T. Rowe Price

Thomas Hanson

Aegon Asset Management, Head of Europe High Yield

Tom Danaher

Investment Specialist Manager, Baillie Gifford

Venue & Accommodation

Venue

The conference will take place at Rudding Park Hotel, Harrogate:
Rudding Park Hotel, Rudding Lane, Follifoot, Harrogate HG3 1JH.

Accommodation

Rudding Park:

Ribston rooms £210 bed and breakfast (now sold out for 20th Nov)

Follifoot rooms £300 bed and breakfast

To book – please contact paula@pyramidnorth.co.uk or on 01772 748064.

Rudding Park will then contact you to take payment but rooms can be cancelled free of charge 7 days prior to arrival.

We are also holding a small amount of Ribston rooms for the night prior to the conference £210 bb.

Early booking is highly recommended.

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Please also contact paula@pyramidnorth.co.uk if you would like an alternative hotel.

Harrogate Investment Conference

Rudding Park, Harrogate