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?
|
| 1:05pm | Lunch |
| 2:00pm - 2:20pm | On the spot with Dominic O'Connell
|
| 2:20pm - 3:05pm | Different ways to construct successful portfolios
|
| 3:05pm - 3:25pm | On the spot with Dominic O'Connell
|
| 3:25pm - 3:45pm | Break |
| 3:45pm - 4:30pm | Straight talks 2: How to generate fixed income returns in turbulent times?
|
| 4:30pm | Closing comments from Ken Rayner, CEO |
|
4:45pm - 6:00pm |
Networking drinks |
Welcome to the RSMR Leeds Conference 2023
On behalf of the RSMR team I would very much like to welcome you to our first conference in Leeds.
We have chosen to provide insights from a range of managers that have not been on the main platform with RSMR before. We have a strong and wide base to our fund ratings and wanted to provide more access to managers and funds that are not as well known or used by advisers and distributors. We look forward to sharing exciting new perspectives and options with you from our range of rated fund managers.
The pandemic restrictions have of course been lifted for some time now but it’s still taking time for us to return to the levels of travel and social interaction that were in place before. That’s one of the reasons why we feel a conference like this remains important as it allows us to come together, face to face, to engage with the investment managers who run our assets, and to interact with clients and colleagues in the industry. We are grateful to be able to listen to the views of leading investors and to network with colleagues and friends. We are delighted you have taken the time to join us and hope you find the RSMR conference a truly worthwhile experience.
We will hear from 12 industry leading fund managers and investment specialists who will discuss topical issues facing each of us in our day-to-day roles, providing a challenging and engaging insight, which will be relevant to your business during the coming year. We do hope you’ll be able to join us for the drinks’ reception after the presentations.
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 such events. 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
Alex Savvides
Lead Investment Manager, Jupiter UK Dynamic Equity Fund, Jupiter
Eric Garfunkel
Portfolio Manager - UBS Asset Management
George Ensor
Portfolio Manager, River & Mercantile Asset Management
Julie Dickson
Investment Director, Capital Group
Junichi Takayama
Investment Director, Nikko Asset Management
Nabeel Abdoula
Deputy CIO - Fulcrum
Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers
Patrick Smouha
Fund Manager, Credit Opportunities - GAM
Richard "Dickie" Hodges
Fund Manager, Nomura Asset Management
Richard Power
Head of Quoted Smaller Companies Team, UK Micro Cap Growth - Octopus Investments
Robert Milano
Senior Investment Strategist - AllianceBernstein
Stephen Yiu
Fund Manager Global Growth - Blue Whale
William Argent
Fund Manager, Gravis Capital 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
