Agenda
| 11.15 | Registration for main conference & coffee |
| 11.45 | Welcome address by Ken Rayner, CEO |
| 12.00 | 2 x 15 mins presentations & 1 x Q&A session
|
| 12.45 | Panel discussion 1 – UK v US Ninety One Franklin Templeton AXA IM T. Rowe Price - Julian Cook, Portfolio Specialist |
| 13.15 | Lunch |
| 14.10 | 2 x 15 mins presentations & 1 x Q&A session
|
| 14.55 | Panel discussion 2 – International Equities FSSA Investment Managers – Angus Sandison, Investment Analyst Fidelity – Chris Tennant, Co-Portfolio Manager Goldman Sachs Asset Management Aegon Asset Management – Douglas Scott, Investment Manager |
| 15.25 | Break |
| 15.45 | 3 x 15 min sponsor presentations
|
| 16.30 | Panel discussion 3 – 2026 Outlook Aviva Investors L&G Janus Henderson – Matthew Bullock, Head of Portfolio Construction J.P. Morgan Asset Management - Callum Abbot, Executive Director |
| 17.00 – 17:10 | Closing comments from Ken Rayner, CEO |
| 18.45 | Pre-dinner drinks |
| 19:15 | Overview from Geoff Mills, Director |
|---|---|
| 19:30 | Dinner & with guest speaker |
| 23:00 | 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
Alessandro Dicorrado
Portfolio Manager, Ninety One
Andrzej Pioch
Fund Manager, L&G
Angus Sandison
Investment Analyst, FSSA Investment Managers
Callum Abbot
Portfolio Manager, J.P. Morgan Asset Management
Chris Mahoney
Investment Manager, Jupiter
Chris Tennant
Co-Portfolio Manager, Fidelity
David Shaw
Portfolio Manager, AXA Investment Managers
Douglas Scott
Investment Manager, Aegon Asset Management
Eric Papesh
Portfolio Specialist, T. Rowe Price
Harriet Ballard
Portfolio Manager, Aviva Investors
James Matthews
European Small Cap Equities Fund Manager, Invesco
Jo Rands
Portfolio Manager, Martin Currie UK Equity
Keith Balmer
Portfolio Manager, Columbia Threadneedle Investments
Paul Flood
Head of Mixed Assets, Newton Investment Management
Stephen Snowden
Head of Fixed Income, Artemis
Steven Hay
Head of Income Research, Baillie Gifford
Tiara Hawkins
Vice President, Goldman Sachs Asset Management
Trevor Greetham
Head of Multi Asset, Royal London Asset Management
Guest Speaker
Guest Speaker - Sir Steve Redgrave
Five-Time Olympic Gold Medalist
Guest speaker Sir Steve Redgrave talking drive, discipline, determination & winning mindsets @ the RSMR Harrogate Conference. Hear from the legend - the greatest rower in history, and the most successful British Olympian we've ever had!
Sir Steve Redgrave is the most titled rower in history. He was the first British athlete to have won five Olympic gold medals, a feat surpassed only by two athletes since then. Winning gold medals at five consecutive Olympics, he was also a nine-time World Champion.
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
21
Years
of providing ratings to advice businesses
18
Years
of managing high quality advisory portfolios
200+
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
