The Big Thought 2021

Rudding Park Hotel, Harrogate

Wednesday 17 November 2021

Agenda

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
4 x 15 minute presentations from leading fund groups

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

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