Harrogate Investment Conference

Rudding Park, Harrogate

Wednesday 20 November 2024

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

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