Agenda | RSMR Events

23 Oct 2024

Agenda

11:15am	Registration & Coffee
11:45am	Welcome from Ken Rayner, CEO
12:00pm	2 x 15 mins presentations & 1 x Q&A session: James Ashley, Head of International Macro/Market Strategy from Goldman Sachs Asset Management Michael Browne, Chief Investment Officer from Franklin Templeton Q&A with Alex Araujo, Fund Manager, M&G Investments
12:45pm	Panel debate 1 - Equities: Opportunities outside the usual suspects Olivia Micklem, Fund Manager, Artemis Kirsty Desson, Investment Director, abrdn Jason Borbora-Sheen, Portfolio Manager, Ninety One Nigel Yates, Senior Portfolio Manager, AXA IM
1:15pm	Lunch
2:10pm	2 x 15 mins presentations & 1 x Q&A session Keith Balmer, Portfolio Manager, Columbia Threadneedle Investments Richard Marwood, Head of Income, Royal London Asset Management Q&A with Paul Flood, Head of Mixed Assets Investment, BNY Investments
2:55pm	Panel debate 2 - Income: Maintaining income in a declining interest rate world Tom Hanson, Head of Europe High Yield, Aegon Asset Management Rhys Davies, Fund Manager, Invesco Ben Deane, Investment Director, Fixed Income, Fidelity Emily Whiting, Investment Specialist, J.P. Morgan
3:25pm	Break
3:45pm	3 x 15 mins presentations: Peter Fitzgerald, CIO Multi-Asset and Macro, Aviva Investor Ritu Vohora, Investment Specialist, T. Rowe Price Clive Beagles, Senior Fund Manager, J O Hambro Capital Management
4:30pm	Panel debate 3 - Multi Asset: Portfolio allocations - the future versus the past Andrzej Pioch, Fund Manager, Legal & General Investment Management Tom Danaher, Income Investment Specialist, Baillie Gifford James de Bunsen, Portfolio Manager, Janus Henderson George Fox, Fund Manager, Jupiter
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

Aberdeen Investments

Aegon Asset Management

Aviva Investors

AXA Investment Managers

Baillie Gifford

BNY Mellon Investment Management

Columbia Threadneedle Investments

Franklin Templeton

Goldman Sachs Asset Management

J.P. Morgan Asset Management

Janus Henderson

M&G Investments

Royal London Asset Management

We are supporting Rewilding Britain

Rewilding is about hope. We've reached the point where the breakdown of our climate and the biodiversity crisis are urgent threats to both nature and human society. Rewilding - the large-scale restoration of ecosystems to the point where nature can take care of itself - represents a powerful solution.