Leeds Investment Conference

Overview

Date

Wednesday 15 May 2024

Time

11:00 AM - 05:00 PM

What are experts thinking? How are markets reacting? How can returns be generated in the evolving landscape?

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

Hear from new faces with a fresh take on markets and investments, expand your knowledge and unearth investment opportunities. Broad expertise covering asset allocation and portfolio construction right through to global macro and risk outcomes.

Feedback from our first Leeds event in 2023:

'Probably the best investment conference I've attended - every presentation was highly relevant'

'Dominic was a fantastic moderator and kept everything flowing raising pertinent questions'

'Very insightful and engaging!'

'Excellent speakers with a good story to tell'

'The City Centre location was fantastic'

Click here to access the agenda

Agenda

11.15am Registration and coffee

11.45am Introduction from Ken Rayner, CEO

11.55am Opening comments from Dominic O'Connell, Moderator

12.00pm - 1.00pm Straight Talks: How to generate equity returns in today's market

Troy – Global - Gabrielle Boyle, Senior Fund Manager, Head of Research
Chelverton – UK - David Taylor, Fund Manager
FSSA Investment Managers– Emerging Markets - George Pickard, Investment Analyst
Nikko Asset Management – Japan - Junichi Takayama, Investment Director of Japan Equity

1.05pm - 2.00pm Lunch

2.00pm - 2.20pm On the spot with Dominic O'Connell

Ruffer - Duncan MacInnes, Fund Manager

2.20pm - 3.05pm Straight Talks: Different ways to construct successful portfolios

Fulcrum - Helen Roughsedge, Investment Director
Time Investments - Roger Skeldon, Head of Real Estate
Capital Group - John Lamb, Investment Specialist

3.05pm - 3.25pm On the spot with Dominic O'Connell

Gravis - Matthew Norris, Head of Real Estate Securities

3.25pm - 3.45pm Break

3.45pm to 4.30pm Straight Talks: Income strategies

Nomura Asset Management - Dickie Hodges, Head of Unconstrained Fixed Income
Guinness - Matthew Page, Portfolio Manager
PIMCO - Charles Watford, Executive Vice President, Credit Research Analyst

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.

Moderator

Dominic O'Connell

Moderator

Charles Watford

Executive Vice President, Credit Research Analyst, PIMCO

David Taylor

Fund Manager, Chelverton

Duncan MacInnes

Fund Manager, Ruffer

Gabrielle Boyle

Senior Fund Manager, Head of Research, Troy Asset Management

George Pickard

Investment Analyst, FSSA Investment Managers

Helen Roughsedge

Investment Director, Fulcrum

Junichi Takayama

Investment Director, Nikko Asset Management

Matthew Norris

Head of Real Estate Securities, Gravis

Matthew Page

Portfolio Manager, Guinness Global Investors

Richard "Dickie" Hodges

Fund Manager, Nomura Asset Management

Roger Skeldon

Co-Fund Manager, TIME Investments

Venue & Accommodation

The Queens Hotel

New Station Street, City Square, Leeds, LS1 1PJ

The Queens is a landmark hotel in vibrant central Leeds. Marrying authentic art deco glamour with on-trend fittings and furnishings, this newly refurbished city retreat offers style and comfort in equal measure.