Agenda
| 11:15am | Registration & Coffee |
| 11:45am | Welcome from Ken Rayner, CEO |
| 12:00pm | 3 x 15 mins presentations:
|
| 12:45pm | Panel debate 1 - Equities: Is the risk worth the reward for equity investors?
|
| 1:15pm | Lunch |
| 2:10pm | 3 x 15 mins presentations:
|
| 2:55pm | Panel debate 2 - Fixed Income: 2023 was meant to be the year of the bond - do we need to reset our expectations for the year ahead?
|
| 3:25pm | Break |
| 3:45pm | 3 x 15 mins presentations:
|
| 4:30pm | Panel debate 3 - Multi-Asset: Asset class correlation – how do we diversify effectively looking forward?
|
| 5:00pm - 5:10pm | Closing comments from Ken Rayner, CEO |
| 6:45pm | Pre-dinner drinks |
| 7:15pm | Overview from Geoff Mills, Director |
| 7:30pm | Dinner & R Awards with guest speaker Alistair Campbell |
| 11pm | Close |
Welcome to the 10th
RSMR Conference
and R Awards 2023
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 2023 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 more positive returns coming from a range of asset classes. That said, optimism seems to be in short supply with investors accepting the higher for longer mantra from central banks on interest rates and the possibility of recession still on the agenda, be that a soft or hard landing.
While uncertainty over the global economy continues, we must get on with our day jobs, and we are no different at RSMR. We have continued to improve the quality of our research by further developing our proprietary analysis tools while also adding another experienced member to the research team. We have improved our website navigation and added more information to help advisers in their search for funds. Regulation has also been a focus this year with the introduction of Consumer Duty, which we have fully embraced, providing support for advisers using our MPS services.
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 and panels, provide challenge and insight into the issues facing us as investors today. This evening, we are hosting the R Awards, giving recognition to the leading fund groups in their respective sectors.
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
Our moderator for the day is Dominic O'Connell. Dominic is the business presenter of the Radio 4 Today Programme. He was formerly Business Editor of The Sunday Times, since 2010, and joined the paper in 2001. Before that, he was part of the launch team of Sunday Business. Under his editorship, the paper broke a series of big business stories including the news of BHS's pending administration, and previously the Pfizer bid for Astra Zeneca, the largest ever attempted takeover of a British company. As well as his role on the Today Programme, Dominic also appears regularly on Business Live on BBC World News and the News Channel, on World Service Radio business output, and contributes to the online business pages.
Speakers
Andrew Paisley
Head of Smaller Companies, abrdn
Andrzej Pioch
Fund Manager, Legal & General Investment Management
Ariel Bezalel
Fund Manager, Jupiter Asset Management
Ben Russon
Franklin Templeton
Blake Crawford
Portfolio Manager, J.P. Morgan Asset Management
Jason Borbora-Sheen
Portfolio Manager, Ninety One
John Bailer
Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management
Julian Cook
Portfolio Specialist, T. Rowe Price
Keith Balmer
Portfolio Manager, Columbia Threadneedle Investments
Lewis Aubrey-Johnson
Head of Fixed Income Products, Invesco
Luke Barrs
Head of the Fundamental Equity Client Portfolio Management - Goldman Sachs Asset Management
Mike Fox
Head of Sustainable Investments and Fund Manager, Royal London Asset Management
Nicholas Ware
Portfolio Manager - Janus Henderson,
Nick Shenton
Fund Manager, Artemis
Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers
Philip Scott
Investment Specialist, Baillie Gifford
Richard Woolnough
M&G
Robert Lancastle
J O Hambro Capital Management, Senior Fund Manager
Sunil Krishnan
Fund Manager, Aviva Investors
Thomas Hanson
Head of Europe High Yield, Aegon Asset Management
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
19
Years
of providing ratings to advice businesses
16
Years
of managing high quality advisory portfolios
250+
Years
of aggregate RSMR research team experience
600+
fund manager meetings each year
20
multi-platform RSMR managed portfolios
100+
RSMR rated funds used in RSMR portfolios
Menus
13:15 Lunch Options
Sandwich Selection
served on a mixture of white, whole & ciabatta.
HONEY ROAST HAM
English mustard
*
PRAWN MAYONNAISE
avocado
*
EGG MAYONNAISE (v)
mustard cress
*
CORONATION CHICKEN
Sultanas, almonds
*
Hot options
CRISPY KING PRAWN gf
Carrot & mooli, coconut & chilli dressing, coriander
GNOCCHI v, gf
Creamy butternut squash, spinach
Chef's choice of the day vegan option
*****
Pudding
Millionaire shortbread
Popping candy
FRESH FRUIT SKEWERS
Tea & Coffee
Evening Dinner Menu
Starters
PRAWN COCKTAIL
bloody mary sauce, malted bread (gf)
CONFIT CRAPAUDINE BEETROOT
pickled beetroot, charred grapefruit, crispy goats cheese (ve, v, gf)
Mains
CHICKEN SUPREME
pomme puree, wild mushroom sauce, brassicas (gf)
WILD MUSHROOM PAPPARDELLE
crispy artichokes (v)
Desserts
STICKY TOFFEE PUDDING
toffee popcorn, vanilla ice cream (v, ve, gf)
Cheeseboard
Tea & Coffee
HAND MADE PETIT FOURS
Wines
White - French Viognier
Red - South African Merlot
