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
  • 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 Lunch
2:00pm - 2:20pm

On the spot with Dominic O'Connell

  • Ruffer - Duncan MacInnes, Fund Manager     
2:20pm - 3:05pm

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 - 4:30pm Straight talks 2: 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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