Leeds
Investment Conference

The Queens Hotel, Leeds

Wednesday 14 May 2025

Watch our 2024 event highlights

Overview

Date
Wednesday 14 May 2025
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 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.

This event will be CPD accredited. 

'All presentations were excellent, short & punchy. Thoroughly enjoyed the day, very professionally run with no technical problems'

'Very well presented with short snappy, and all interesting, presentations, debates etc. '

Agenda

11:15am Registration
11.45am Introduction from Ken Rayner, CEO of RSMR
11.55am Opening comments from Dominic O’Connell, Moderator
12.00pm - 1:00pm 4 x 15 mins Presentations
Capital Group: John Lamb, Investment Specialist
Waverton: Christopher Garsten, Fund Manager
Macquarie: Brad Frishberg, Portfolio Manager
Fulcrum: Helen Roughsedge, Investment Director
1.05pm Lunch
2.00pm - 2.20pm On the spot with Dominic O'Connell
TIME Investments: Roger Skeldon, Co-Fund Manager
2.20pm – 3.05pm 3 x 15 mins Presentations
PIMCO: Charles Watford, Executive Vice President, Credit Research Analyst
Eden Tree: Chris Hiorns, Head of Multi-Asset Strategies and European Equities 
Church House: Jerry Wharton, Church House CEO and Fund Manager 
3.05pm - 3.25pm On the spot with Dominic O'Connell
Gravis: William Argent, Fund Manager 
3.25pm - 3.45pm Break
3.45pm - 4.30pm 3 x 15 mins Presentations
Nomura Asset Management: Dickie Hodges, Fund Manager
Chelverton: Ed Booth, Fund Manager 
Unicorn: TBC 
4.30pm Closing remarks from Ken Rayner
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.

Dominic O'Connell | Moderator
Moderator
Dominic O'Connell
Moderator
Brad Frishberg, Portfolio Manager
Brad Frishberg
Portfolio Manager, Macquarie
Charles Watford | PIMCO
Charles Watford
Executive Vice President, Credit Research Analyst, PIMCO
Chris Hiorns
Chris Hiorns
Fund Manager, EdenTree Investment Management
Christopher Garsten, Fund Manager
Christopher Garsten
Fund Manager, Waverton
Ed Booth
Ed Booth
Fund Manager, Chelverton Asset Management
Helen Roughsedge
Helen Roughsedge
Investment Director, Fulcrum
Jeremy Wharton
Jeremy Wharton
CEO & Joint CIO, Church House
John Lamb, Investment Specialist
John Lamb
Capital Group, Investment Specialist
Richard "Dickie" Hodges | Nomura Asset Management
Richard "Dickie" Hodges
Fund Manager, Nomura Asset Management
Roger Skeldon | TIME Investments
Roger Skeldon
Co-Fund Manager, TIME Investments
William Argent | Gravis Capital Management
William Argent
Fund Manager - Gravis Capital Management

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.

Event Sponsors

About RSMR

We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

RSMR facilitates straightforward, binary outcomes for advisers and their clients by providing impartial, forward looking, qualitative research using a rigorous, methodical and proven research process.

Find out more