Harrogate Investment Conference & R Awards

Rudding Park, Harrogate

Wednesday 15 November 2023

Overview

Date
Wednesday 15 November 2023
Time
01:00 AM - 11:59 PM
Does change equal opportunity?

Elevate your financial insight at the RSMR Harrogate Investment Conference & R Awards 2023...

With a backdrop of market turbulence, Harrogate 2023 represents an opportunity to upgrade your understanding of markets and develop your strategic decision making. 

Our prestigious Harrogate conference is a comprehensive day of invaluable content from 21 esteemed fund groups providing you with: 

  • Access to real-time Insights on markets and trends from industry titans
  • Multifaceted debates and individual presentations moderated by Dominic O’Connell 
  • A relaxed evening of indulgence in a stunning environment
  • R Awards presentation to winning fund groups, an accolade debated by the full RSMR investment team

Our guest speaker is Alastair Campbell - his career has been built on his outstanding ability to communicate and overcome adversity. He’s a proven expert in both political commentary and interpersonal communication and has a profound grasp of what makes a great leader.  

FREE to advisers and qualifies for 3.5+ hours of structured CPD

Click here for the agenda

Click here for the speaker line up

Agenda

11.15am Registration and coffee

11.45am Welcome from Ken Rayner, CEO

12:00pm 3 x 15 mins presentations

  • Richard Woolnough, Fund Manager - M&G Investments 
  • Andrzej Pioch, Fund Manager - Legal & General Investment Management
  • Thomas Hanson, Head of Europe High Yield - Aegon Asset Management 

12.45pm Panel debate 1

Luke Barrs, Head of the Fundamental Equity Client Portfolio Management - Goldman Sachs Asset Management –
John Bailer, Deputy Head of Equity Income, Portfolio Manager - BNY Mellon Investment Management 
Blake Crawford, Portfolio Manager - J.P.Morgan Asset Management
Ben Russon, Co-Head, UK Equities - Franklin Templeton

1.15pm Lunch

2.10pm 3 x 15 mins presentations

  • Ariel Bezalel, Fund Manager - Jupiter Asset Management
  • Andrew Paisley, Head of Smaller Companies - abrdn 
  • Robert Lancastle, Senior Fund Manager - J O Hambro Capital Management 

2:55pm Panel debate 2

Nicolas Trindade, Senior Portfolio Manager - AXA Investment Managers 
Kris Atkinson, Portfolio Manager - Fidelity 
Lewis Aubrey-Johnson, Head of Fixed Income Products - Invesco 
Nicholas Ware, Portfolio Manager Strat Bond - Janus Henderson Investors 

3.25pm Break

3.45pm 3 x 15 mins presentations

  • Mike Fox, Head of UK Sustainable Investments - Royal London Asset Management
  • Nick Shenton, Fund Manager, UK Income - Artemis
  • Julian Cook, Portfolio Specialist - T.Rowe Price

4.30pm Panel debate 3

Sunil Krishnan, Head of Multi-Asset Funds - Aviva Investors
Keith Balmer, Portfolio Manager - Columbia Threadneedle Investments
Philip Scott, Investment Specialist Manager - Baillie Gifford 
Jason Borbora-sheen, Portfolio Manager - Ninety One

5:00 - 5:10 pm Closing comments from Ken Rayner, CEO

-----------------

6:45pm Pre-dinner drinks

7:15pm Overview from Geoff Mills, Director

7:30pm Dinner 

9:00pm Guest Speaker Alistair Campbell

9:45pm R Awards presentation

11pm Close

Speakers

Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Dominic O'Connell | Moderator
Moderator
Dominic O'Connell
Moderator
Andrzej Pioch | Legal & General Investment Management
Andrzej Pioch
Fund Manager, Legal & General Investment Management
Ariel Bezalel
Ariel Bezalel
Fund Manager, Jupiter Asset Management
Ben Russon
Ben Russon
Franklin Templeton
Blake Crawford | J.P. Morgan Asset Management
Blake Crawford
Portfolio Manager, J.P. Morgan Asset Management
Jason Borbora-Sheen | Ninety One
Jason Borbora-Sheen
Portfolio Manager, Ninety One
John Bailer | Newton Investment Management
John Bailer
Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management
Julian Cook | T. Rowe Price
Julian Cook
Portfolio Specialist, T. Rowe Price
Keith Balmer
Keith Balmer
Portfolio Manager, Columbia Threadneedle Investments
Mike Fox | Royal London Asset Management
Mike Fox
Head of Sustainable Investments and Fund Manager, Royal London Asset Management
Nick Shenton | Artemis
Nick Shenton
Fund Manager, Artemis
Nicolas Trindade | AXA Investment Managers
Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers
Philip Scott | Baillie Gifford
Philip Scott
Investment Specialist, Baillie Gifford
Sunil Krishnan | Aviva Investors
Sunil Krishnan
Fund Manager, Aviva Investors
Thomas Hanson | Aegon Asset Management
Thomas Hanson
Head of Europe High Yield, Aegon Asset Management

Venue & Accommodation

Venue

The conference will take place at Rudding Park Hotel, Harrogate:
Rudding Park Hotel, Rudding Lane, Follifoot, Harrogate HG3 1JH.

Accommodation

Rudding Park is now full but there are other hotels available locally. 

Please contact paula@pyramidnorth.co.uk if you would like assistance with a hotel booking.

We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.

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