In 2020 we moved our annual Harrogate conference online but this year, we’re delighted to welcome you back to the event in all its physical glory!
The conference brings you a look at the investment world through a different lens with up to the minute knowledge and insight from 20 industry-leading fund groups. With short presentations followed by panel debates from some of the most well-known fund managers, we'll dig deeper into research-led topics, examining where the current trends are going.
The conference will be moderated by Dominic O'Connell and our aim is to enlighten you on the latest investment news and updates from around the world.
We'll start the day at 12:00 with a welcome from our CEO, Ken Rayner, closing after the final panel debate at 17:30. Geoff Mills, our non-executive director, will provide an RSMR business update before dinner at 19:30 and we'll be reflecting on 15 years of RSMR fund ratings during the course of the evening.
With William Hague as our guest speaker and ample opportunity to network during lunch, breaks and the evening dinner, we do hope you'll join us to celebrate the return of our northern flagship event!
| 12:00 | Registration and light lunch |
| 13:00 | Welcome address by Ken Rayner |
| 13:15 | Opening comments by Dominic O'Connell |
| 13:30 |
Looking at the world through a different lens Goldman Sachs Asset Management | Luke Barrs Aviva Investors | Thomas Tayler Fidelity | Leigh Himsworth Invesco | Stuart Edwards |
| 14:30 | Break & networking |
| 14:50 |
Panel discussion 1 - Equities. Is style investing still relevant? Schroders | Nick Kirrage T. Rowe Price | Ritu Vohora Artemis | Raheel Altaf Baillie Gifford | Thomas Hodges |
| 15:25 |
Panel discussion 2 - Is the traditional balanced portfolio no more? BNY Mellon Investment Management | Andy Warwick Franklin Templeton | Ajay Dayal J.P. Morgan Asset Management | Veronika Lysogorskaya Legal & General Investment Management | Andrzej Pioch |
| 16:00 | Break & networking |
| 16:15 |
Panel discussion 3 - Income: sourcing a sustainable yield? Ninety One | John Stopford Jupiter | Jason Pidcock BMO Global Asset Management | Patrick Newens abrdn | Tom Dorner |
| 16:50 |
Panel discussion 4 - Differentiating your fixed income exposure. Royal London Asset Management | Shalin Shah Columbia Threadneedle Investments | Simon Bond Janus Henderson | Nick Ware M&G | Ben Lord |
| 17:25 | Ken Rayner closes with networking drinks |
| 19:00 | Pre-dinner drinks |
| 19:30 | Dinner including RSMR business overview by Geoff Mills |
We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.