11.15am Registration and coffee
11.45am Welcome from Ken Rayner, CEO
12:00pm 2 x 15 mins presentations & 1 x Q&A session
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
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
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
We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.