Leeds
Investment Conference

The Queens Hotel, Leeds

Wednesday 15 May 2024

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 

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