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 today's market
|
| 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: Income strategies
|
| 4:30pm | Closing comments from Ken Rayner, CEO |
|
4:45pm - 6:00pm |
Networking drinks |
Welcome to the RSMR Leeds Conference 2024
On behalf of the RSMR team I would very much like to welcome you to our Leeds conference.
This year the range of managers and subjects is just as compelling as it was for our first conference in 2023. We have continued with our theme of providing insights from 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.
We believe that it remains important to hold these conferences 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
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
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
John Lamb
Investment Specialist, Capital Group
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
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.
Introducing Passive PLUS - the new RSMR Managed Portfolio Service Range
- A managed portfolio service offering the benefits of passive investing with targeted exposure to active funds, adding diversification to returns and smoothing volatility
- Built on RSMR’s sophisticated and highly regarded fund research process
- Five portfolio options, available on multiple platforms
Our proven, qualitative approach…
in numbers
20
Years
of providing ratings to advice businesses
17
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
Menus
13:05 Lunch Options
Mains
Tuna cucumber flatbread
Mediterranean cous cous salad
Orzo & sundried tomato salad
Mixed leaf with French dressing
Chicken korma, toasted almonds & coconut
Baked fillet of coley, capers, lemon & parsley
Vegan sausage rolls with spicy salsa
Coriander rice
Desserts
Duo of desserts
Sliced fruits with coulis
16:45 Canapes
Tiger prawn twists with a sweet chilli dip
Tandoori chicken skewers with a mint raita
Mini vegetable samosas with a mint raita dip (Vegan)
