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 Capital Group: John Lamb, Investment Specialist |
| 1:05pm | Lunch |
| 2:00pm - 2:20pm |
On the spot with Dominic O'Connell Chelverton: Ed Booth, Fund Manger |
| 2:20pm - 3:05pm |
Straight talks PIMCO: Charles Watford, Executive Vice President, Credit Research AnalystEden Tree: Chris Hiorns, Head of Multi-Asset Strategies and European Equities Church House: Jeremy 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 |
Straight talks Nomura Asset Management: Fraser Hedgley, Head of Client Portfolio Managers, EMEA |
| 4:30pm | Closing comments from Ken Rayner, CEO |
|
4:45pm - 6:00pm |
Networking drinks |
Welcome to the RSMR Leeds Conference 2025
This year the range of managers and subjects is just as exciting as it was for our 2024 conference. We have continued with our theme of providing insights from a mix of managers, some that have been on the main platform with RSMR before, alongside some new faces. 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.
With geopolitical events dominating the headlines 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. At times of uncertainty it adds significant value to be able to speak and hear directly from the managers who are investing in what are highly volatile markets as well as getting ideas for future investments for clients. 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 O’Connell is one of the UK’s leading business broadcasters and commentators. As a business presenter on Times Radio and Saturday business columnist for The Times newspaper, Dominic is a leading voice and expert across the London financial landscape. For five years Dominic was a business presenter on the BBC’s flagship Today programme and appeared regularly on BBC television as a reporter and commentator. He joined the BBC from The Sunday Times where he was business editor for six years. He has won several national journalism awards, including the Wincott Award in 2017, the premier award for business writers and broadcasters.
Speakers
Brad Frishberg
Head of Global Listed Infrastructure, Macquarie
Charles Watford
Executive Vice President, Credit Research Analyst, PIMCO
Chris Hiorns
Fund Manager, EdenTree Investment Management
Christopher Garsten
Fund Manager, Waverton
Dan Brocklebank
Head of UK, Orbis Investments
Ed Booth
Fund Manager, Chelverton Asset Management
Fraser Hedgley
Head of Client Portfolio Managers, EMEA, Nomura Asset Management
Helen Roughsedge
Investment Director, Fulcrum
Jeremy Wharton
CEO & Joint CIO, Church House
John Lamb
Investment Specialist, Capital Group
Simon Moon
Portfolio Manager, Unicorn
William Argent
Fund Manager, Gravis Capital Management
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.
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Our proven, qualitative approach
in numbers
21
Years
of providing ratings to advice businesses
18
Years
of managing high quality advisory portfolios
250+
Years
of aggregate RSMR research team experience
600+
fund manager meetings each year
17
multi-platform RSMR managed portfolios
90+
RSMR rated funds used in RSMR portfolios
Menus
13:05 Lunch Options
Mains
Tuna cucumber flatbread
Cous cous salad (vegan)
Tuscan salad (vegan/gluten free)
Mixed leaf + house dressing (vegan/gluten free)
Chicken korma + toasted almonds & coconut (gluten free)
Smoked haddock spring onion fish cakes + lemon & tartare
Chickpea rolls (vegan/gluten free)
Coriander rice – (vegan/gluten free)
Desserts
Rhubarb choux
Sliced fruits + coulis – (vegan/gluten free)
16:45 Canapes
Crispy duck gyozas with a sweet miso and hoisin sauce
Crispy vegetable gyozas V VE DF with a hoisin and sesame drizzle
Mini falafel bites GF V VE DF with a creamy hummus
Tiger prawn twists DF with a sweet chilli dip
