Leeds
Investment Conference

Aspire, Leeds

Wednesday 17 May 2023

 
 

Overview

Date
Wednesday 17 May 2023
Time
11:00 AM - 05:00 PM

Our brand new event with a fresh approach!

Challenge your thinking and discover investment opportunities by finding out about funds from 12 different fund groups that RSMR rate.

Hear from new faces with a fresh take on markets and investments, expand your knowledge and unearth investment opportunities.

Moderated by Dominic O’Connell, we’ll bring you a mix of straight talking presentations and on the spot sessions on the following themes:

  • How to generate equity returns in challenging times?
  • Different ways to construct successful portfolios
  • How to generate fixed income returns in turbulent times?

Click here to view the full agenda

Agenda

11:15am Registration & Coffee
11:45am Introduction from Ken Rayner, CEO of RSMR
11:55am Opening comments from Dominic O’Connell, Moderator
12:00pm - 1:00pm Straight talks 1: How to generate equity returns in challenging times?
  • Blue Whale - Stephen Yiu, Fund Manager Global Growth
  • Octopus Investments - Richard Power, Head of Quoted Smaller Companies Team, UK Micro Cap Growth
  • UBS Asset Management - Eric Garfunkel, Portfolio Manager
  • Nikko Asset Management - Junichi Takayama, Investment Director of Japan Equity
1:05pm Lunch
2:00pm - 2:20pm On the spot with Dominic O'Connell
  • Gravis Capital Management - William Argent, Fund Manager
2:20pm - 3:05pm Different ways to construct successful portfolios
  • AllianceBernstein - Robert Milano, Senior Investment Strategist
  • Capital Group - Julie Dickson, Investment Director, Equities and Multi-Asset
  • Fulcrum - Nabeel Abdoula, Deputy CIO
3:05pm - 3:25pm On the spot with Dominic O'Connell
  • River & Mercantile - George Ensor, Portfolio Manager
3:25pm - 3:45pm Break
3:45pm - 4:30pm Straight talks 2: How to generate fixed income returns in turbulent times?
  • AXA Investment Managers - Nicolas Trindade, Senior Portfolio Manager
  • Nomura Asset Management - Dickie Hodges, Head of Unconstrained Fixed Income, Global Dynamic Bond
  • GAM - Patrick Smouha, Fund Manager, Credit Opportunities
4:30pm Closing comments from Ken Rayner, CEO

4:45pm - 6:00pm

Networking drinks

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
Alex Savvides
Alex Savvides
Lead Investment Manager, Jupiter UK Dynamic Equity Fund, Jupiter
Julie Dickson | Capital Group
Julie Dickson
Investment Director, Capital Group
Junichi Takayama | Nikko Asset Management
Junichi Takayama
Investment Director, Nikko Asset Management
Nicolas Trindade | AXA Investment Managers
Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers
Richard "Dickie" Hodges | Nomura Asset Management
Richard "Dickie" Hodges
Fund Manager, Nomura Asset Management
William Argent | Gravis Capital Management
William Argent
Fund Manager - Gravis Capital Management

Venue & Accommodation

Aspire

2 Infirmary St, Leeds LS1 2JP. 

Built in 1894 in an imposing and opulent styled building, rich with historic interest in the heart of Leeds City Centre, Aspire is Leeds' premier private event space.

Aspire, Leeds

Aspire, Leeds

What delegates thought about our Harrogate conference 2019

rated the event as excellent or very good quality

would attend again

rated the content as extremely or very helpful

considered our panel sessions as excellent or good

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

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