Agenda
| 11:15am | Registration & 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
|
| 1:15pm | Lunch |
| 2:10pm | 2 x 15 mins presentations & 1 x Q&A session
|
| 2:55pm | Panel debate 2 - Income: Maintaining income in a declining interest rate world
|
| 3:25pm | Break |
| 3:45pm |
3 x 15 mins presentations:
|
| 4:30pm | Panel debate 3 - Multi Asset: Portfolio allocations - the future versus the past
|
| 5:00pm - 5:10pm | Closing comments from Ken Rayner, CEO |
| 6:45pm | Pre-dinner drinks |
| 7:15pm | Overview from Geoff Mills, Director |
| 7:30pm | 20 year anniversary dinner & guest speaker Shivvy Jervis |
| 11pm | Close |
Welcome to the RSMR Harrogate Investment Conference 2024
On behalf of the RSMR team I would very much like to welcome you to our annual Harrogate Investment Conference.
Another year has flown by, but the same themes have tended to dominate our thinking throughout 2024 so far. When we discussed the global economy a year ago, we were worried about inflation and interest rates as well as continuing geopolitical tensions. Twelve months on, the picture is much the same, but with strong returns coming from risk assets - investors have been rewarded for keeping the faith and staying invested. Recessionary fears have not been completely removed but the shift by central banks to start cutting interest rates has been a welcome relief for many investors and has helped returns for bond investors.
Our theme this year is for us to try and broaden our investment horizons by focusing on areas other than those that have dominated sentiment in the last few years. Inflation is still an important topic, but the recent short term has focused on regional issues such as the budget in the UK and the US election. When looking longer term, these events can be seen as bumps in the road, but they influence how confident the consumer feels, which drives the global economy.
For RSMR, we have had a significant change in our ownership structure with Fintel plc taking a majority stake in the business. We are very pleased we have found a like-minded partner with a supportive culture who wants to build on the success we have had over the last twenty years. That period has certainly been eventful with landmark events including the global financial crisis, BREXIT and Covid-19 to name but a few. Like many of you, we have come through all of this, regrouped and pushed forward once more and we intend to continue to support our clients and the investment community through whatever is thrown at us in the next twenty years.
This year, we will once again provide you with the opportunity to hear from 21 of the leading investment management groups who will, through presentations, panels and Q&A sessions, bring challenge and insight when it comes to the issues facing us as investors today. This evening, we are hosting a dinner to celebrate 20 years of independent research, and we will hear from Award-Winning Futurist Shivvy Jervis, on using the science of motivation to elevate how we do business, and the surprising connection between the laws of attraction and professional work.
We have been supporting and helping advisers in the provision of advice to their clients through reliable investment research and analysis since 2004 and we know that advisers derive a great amount of value from the discussions, debates and networking opportunities provided by this event. Thank you for joining us today and for your support over recent years, we look forward to working with you for many more to come.
Very best wishes,
Ken Rayner
CEO
Moderator
All sessions will be moderated by
Dominic O'Connell
Dominic O’Connell is one of the UK’s leading business broadcasters and commentators. As a business presenter on Times Radio and Saturday business columnist for The Times newspaper, Dominic is a leading voice and expert across the London financial landscape. For five years Dominic was a business presenter on the BBC’s flagship Today programme and appeared regularly on BBC television as a reporter and commentator. He joined the BBC from The Sunday Times where he was business editor for six years. He has won several national journalism awards, including the Wincott Award in 2017, the premier award for business writers and broadcasters.
Speakers
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
Chief Investment Officer, Macro Discretionary, 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
Head of Europe High Yield, Aegon Asset Management
Tom Danaher
Investment Specialist Manager, Baillie Gifford
Guest Speaker
Guest Speaker - Shivvy Jervis
Award-winning Innovation Forecaster
Shivvy Jervis, named a Champion of Change, is one of Europe’s leading voices on innovation, focusing on how digital tools can enhance human life. With over 600 keynote appearances and a 30 million-minute online reach, she has earned 25 accolades for her work. Known as an "Innovation Forecaster," Shivvy demystifies cutting-edge advancements, from AI to neuroscience, for major brands and media outlets like the BBC and Forbes. She’s also an advocate for "tech-for-good," emphasizing human-centric innovation. A dynamic speaker and storyteller, Shivvy continues to inspire, helping individuals and organizations thrive in a rapidly evolving digital world.
RSMR Events
We've been hosting conferences since 2014
We take great pride in creating the most worthwhile and enjoyable experience possible across our physical & virtual settings and all our events are free to advisers and qualify for structured CPD.
Our proven, qualitative approach…
in numbers
20
Years
of providing ratings to advice businesses
17
Years
of managing high quality advisory portfolios
250+
Years
of aggregate RSMR research team experience
600+
fund manager meetings each year
17
multi-platform RSMR managed portfolios
90+
RSMR rated funds used in RSMR portfolios
Menus
Lunch
Sandwiches
Yorkshire ham and piccalilli
Egg mayonnaise and cress
Smoked salmon and dill cream cheese
Matured cheddar and Yorkshire chutney
Hot options
Cottage pie tarts, parmesan
Mini root vegetable tart tatins (VE)
Yorkshire Charcuterie board, balsamic onion, cornichons, focaccia, oils and balsamic
Pudding
Yorkshire curd tarts
Parkin loafs
Tea & Coffee
*****
Evening Dinner
Canapés
Mini haddock and chips, tartar sauce
Goats crowdie profiterole, truffle honey
Wensleydale and charred leek tarts, parmesan crumb
Starters
Smoked salmon terrine, horseradish, ciabatta croute, watercress
Kitchen garden beetroot, beetroot puree, beetroot crisp, goats crowdie, pomegranate (V)(VE*)
Mains
Beef striploin, Yorkshire pudding, thyme roast potatoes, parsnips, carrots, tenderstem
Butternut squash and gruyere pithivier, red pepper fondue, watercress (V)
Desserts
Rhubarb sorbet
Kitchen garden roasted plum cheesecake, ginger ice cream (V)(VE*)
Cheeseboard
Fountain gold cheddar, Harrogate blue, Yorkshire brie, homemade chutney, figs, celery, grapes, crackers
Wines
101 Viognier, Tournee du Sud, France
316 Groot Constantia Merlot, South Africa
