Ratings

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
  • Alliance Bernstein - 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 of the R&M UK Listed Smaller Companies Fund
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
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