In a year of market fluctuation and setbacks, knowledge and awareness are your best assets.
Our Harrogate conference represents a full day of constructive and invaluable takeaways from 21 major fund groups and an unmissable opportunity to meet people across the industry.
We’ve been hosting conferences since 2014 and take great pride in creating the most worthwhile and enjoyable experience possible for our guests.
What's in store?
- Invaluable, up-to-the-minute takeaways on markets and trends from 21 industry-renowned fund managers
- A varied format with peppy debates and individual presentations
- A relaxed evening of indulgence in a stunning environment
- Commentary from our CEO Ken Rayner and overview from our Director,
Geoff Mills
- R Awards presentation to winning fund groups, an accolade debated by the full RSMR investment team
- All FREE to advisers and qualifies for 3.5+ hours of structured CPD
Click here for the full agenda
11.15am Registration and coffee
11.45am Welcome from Ken Rayner, CEO
12.00pm 3 x 15 mins presentations
Artemis – Stephen Snowden, Head of Fixed Income and Fund Manager, Corporate Bond fund
M&G Investments – Stuart Rhodes, Fund Manager, M&G Global Dividend
Legal & General Investment Management – Justin Onuekwusi, Head of Retail Multi-Asset Funds
12.45pm Panel debate 1:
Managing multi-asset portfolios in an increasingly correlated world
abrdn – Justin Jones, Portfolio Manager MyFolio Market range and MyFolio Index
Aviva - Baylee Wakefield, Portfolio Manager, Multi-Asset Funds team
Royal London Asset Management – Mike Fox, Head of Sustainable Investments
BNY Mellon - Paul Flood, Head of Mixed Assets at Newton Investment Management, and Portfolio Manager Newton Multi Asset funds.
1.15pm Lunch
2.10pm 3 x 15 mins presentations
Janus Henderson – Hamish Chamberlayne, Head of Global Sustainable Equities
Franklin Templeton - Ben Russon, Co-Head UK equities and Portfolio Manager, and Jo Rands, Portfolio Manager
Schroders – Hugo Machin, Co-Head of Global Real Estate Securities
2.55pm Panel debate 2:
Can active management still make a difference?
Jupiter – Harry Richards, Fund Manager, Corporate Bond and Co-Manager Strategic Bond
Ninety One – Alessandro Dicorrado, Portfolio Manager, Value Team
Columbia Threadneedle Investments – Simon Bond, Director of Responsible Investment Portfolio Management
T. Rowe Price – Ritu Vohora, Investment specialist
3.25pm Break
3.45pm 3 x 15 mins presentations
J O Hambro Capital Management – Alex Savvides, Senior Fund Manager, UK Dynamic Fund
Aegon Asset Management – Colin Finlayson, Co-Manager, Strategic Bond Fund
J.P. Morgan – Christopher Korpan, Global Sector Specialist
4.30pm Panel debate 3:
Where next for equities?
Fidelity – Ashish Bhardwaj, Portfolio Manager
Goldman Sachs Asset Management – Akanksha Ganju, Portfolio Manager
Invesco – James McDermottroe, Deputy Fund Manager
Baillie Gifford – John Rae, Investment Specialist
5pm – 5.10pm Closing comments from Ken Rayner, CEO
6:45pm Pre-dinner drinks
7:15pm Overview from Geoff Mills, Director
7:30pm Dinner & R Awards
11pm Close
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.
The conference will take place at Rudding Park Hotel, Harrogate:
Rudding Park Hotel, Rudding Lane, Follifoot, Harrogate HG3 1JH.
Hotel du Vin Harrogate (approx. 3.8 miles from Rudding Park)
Prospect Place, Harrogate HG1 1LB
Rates on request
To book – please call Paula 01772 748064 or email: paula@pyramidnorth.co.uk and quote 'RSMR'.
Please contact paula@pyramidnorth.co.uk if you would like an alternative hotel.
We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.