Leeds
Investment Conference

The Queens Hotel, Leeds

Wednesday 14 May 2025

Agenda

11:00am Registration & Coffee 
11:30am Welcome from Ken Rayner, CEO of RSMR
11:45pm - 1:00pm Morning Session
Declan Curry Intro 
PIMCO - Rupert Harrison, Senior UK Adviser
Nomura - Andrew McCagg, Senior Client Portfolio Manager
Fulcrum - Helen Roughsedge, Investment Director
Red Wheel - Ian Lance, Portfolio Manager
1:00pm Lunch
2:00pm - 3:15pm Afternoon Session
Capital Group - Richard Carlyle, Investment Director & Portfolio Manager
Orbis - Dan Brocklebank, Head of UK
Nomura - Douglas Hayes, Senior Equity Analyst
BlueBay - Polina Kurdyavko, Head of Emerging Market Debt
Evenlode - Hugh Yarrow, Co-founder & Portfolio Manager (Q&A format)
3:15pm - 3:40pm Coffee
3:40pm - 4:25pm Final Session
Keyridge - Craig Rippe, Co-Fund Manager
Nomura - Dickie Hodges, Head of Total Return
WiM - Chris Garsten, Fund Manager, Waverton European Capital Growth 
4:25pm Closing remarks
4.40pm – 5:30pm Networking drinks

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