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 - Alessandro Dicorrado, Portfolio Manager J.P. Morgan Asset Management - Callum Abbot, Executive Director AXA IM - David Shaw, Portfolio Manager T. Rowe Price - Eric Papesh, 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 - Tiara Hawkins, Client Portfolio Manager 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 - Harriet Ballard, Portfolio Manager L&G - Andrzej Pioch, Fund Manager Janus Henderson – Matthew Bullock, Head of Portfolio Construction Franklin Templeton - Jo Rands, Portfolio Manager |
| 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 2025
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, with one theme tending to dominate our thinking throughout the year and that being the policies of the new incumbent in the White House. 2025 has been a year broken into two parts, pre and post liberation day, the day when President Trump introduced his global tariff policy. The initial reaction was understandably very negative but as the weeks rolled on so did the easing of the agreements. This was seen very positively by investors as fears of a recession dwindled and the previous years momentum in growth stocks was reignited, leading to a number of all time highs in global stock markets. Fixed interest assets have also had a positive year, although much of this has been delivered by coupons. Recent moves to start cutting interest rates in the US has been a welcome relief for bond investors.
The issues that face us heading into 2026 are both familiar, in the form of geopolitical tensions, government debt levels, inflation and stock market concentration, but also new in the shape of investment bubbles and excessive valuation levels. There is no doubt that every cycle will have its eventual end but is this current one going to fade away or will a more dramatic (perhaps unforeseen event) cause a change in direction? Either way we will need to remind ourselves that we should not try and time such events and provided we have a long enough investment horizon, a diversified portfolio should allow us to weather any potential storms.
For RSMR, the beginning of 2025 saw us finally sign the deal that led to 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 two years. This year we have been gradually integrating the business with the Software and Data division of Fintel which has seen us work closely with like minded businesses such as Defaqto and AKG. We fully intend to continue to support our clients and the investment community in the way we always have with greater resource at our disposal.
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 after which we will hear from one of Great Briton’s true sporting legends, Sir Steve Redgrave, who will, I am sure, have some exciting and relevant experiences to share with us from both sport and business.
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
Ben Lord
Fund Manager, M&G Investments
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
Matthew Bullock
Head of Portfolio Construction and Strategy, Janus Henderson Investors
Nick Millington
Head of Systematic Indexation, Aberdeen Investments
Paul Flood
Head of Mixed Assets, BNY Investments Newton
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
Chefs choice sandwiches served on assorted breads
Harissa chicken mayonnaise and rocket wraps
Truffle egg mayonnaise and mustard cress on mini brioche (V)
Smoked salmon and dill cream cheese
Hummus and roasted red pepper (V)
Ham and celeriac remoulade on focaccia
Hot options
Cottage pie tarts, parmesan
Smoked haddock and mushy pea fishcake, tartar sauce
Yorkshire Charcuterie board, balsamic onion, cornichons, focaccia, oils and balsamic
Pudding
Yorkshire curd tarts
Parkin loafs
Tea & Coffee
*****
Evening Dinner
Canapés
Sticky beef & Yorkshire pudding horseradish
Fish & Chips smoked cod roe, salt & pepper (GF)
Wensleydale & charred leek tart (V,GF)
Char-grilled aubergine (v) ricotta & mint crostini
Starters
Goats cheese & red onion tart pickled beetroot, shallot
Pea and mint aranchini pea puree, pea shoots
Mains
Chicken Supreme pomme puree, wild mushroom sauce, brassicas
Root vegetable tart tatin, tomato fondue, caramelized shallot
Desserts
Sticky toffee pudding, toffee popcorn, vanilla ice cream
Cheeseboard
Fountain gold cheddar, Harrogate blue, Yorkshire brie, homemade chutney, figs, celery, grapes, crackers
Wines
Viognier, Tournee du Sud, France
Groot Constantia Merlot, South Africa
