Agenda
| 11:15am | Registration & Coffee |
| 11:45am | Welcome from Ken Rayner, CEO |
| 12:00pm | 3 x 15 mins presentations:
|
| 12:45pm | Panel debate 1 - Managing multi-asset portfolios in an increasingly correlated world
|
| 1:15pm | Lunch |
| 2:10pm | 3 x 15 mins presentations:
|
| 2:55pm | Panel debate 2 - Can active management still make a difference?
|
| 3:25pm | Break |
| 3:45pm | 3 x 15 mins presentations:
|
| 4:30pm | Panel debate 3 - Where next for equities?
|
| 5:00pm - 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 |
Welcome to the 8th
RSMR Conference
and R Awards 2022
On behalf of the RSMR team I would very much like to welcome you to our 8th Annual Investment Conference.
As we have come to expect in any twelve-month period, a lot has changed since we were last here in Harrogate. We face a very different environment than at the end of 2021 with the first European war in over 75 years, alongside a surge in inflation which seems difficult to tame. As a nation, we have also had to come to terms with the death of a monarch who has been a constant in most of our lives across seven decades.
Change is something that we must deal with and adapt to. At RSMR, we’ve been continuing our progress by improving the quality of our research and developing our digital and website presence to meet with the needs of a wide range of financial advisers and distributors. We are also more conscious than ever of the need to be kind to the environment and are working hard to incorporate this goal into all our processes from manager meetings to the awards presented this evening.
This year, we will provide you with the opportunity to hear from 21 of the leading investment management groups who will, through presentations and panels, provide challenge and insight into the issues facing us as investors today. This evening, we are hosting the R Awards, giving recognition to the leading fund groups in their respective sectors.
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 this event. 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
Our moderator for the day is Dominic O'Connell. Dominic is the business presenter of the Radio 4 Today Programme. He was formerly Business Editor of The Sunday Times, since 2010, and joined the paper in 2001. Before that, he was part of the launch team of Sunday Business. Under his editorship, the paper broke a series of big business stories including the news of BHS's pending administration, and previously the Pfizer bid for Astra Zeneca, the largest ever attempted takeover of a British company. As well as his role on the Today Programme, Dominic also appears regularly on Business Live on BBC World News and the News Channel, on World Service Radio business output, and contributes to the online business pages.
Speakers
Akanksha Ganju
Client Portfolio Manager, Goldman Sachs Asset Management
Alessandro Dicorrado
Portfolio Manager, Ninety One
Alex Savvides
Lead Investment Manager, Jupiter UK Dynamic Equity Fund, Jupiter
Ashish Bhardwaj
Fidelity
Baylee Wakefield
Aviva Investors
Ben Russon
Franklin Templeton
Christopher Korpan
J.P.Morgan
Colin Finlayson
Aegon Asset Management
Hamish Chamberlayne
Janus Henderson Investors
Harry Richards
Jupiter
Hugo Machin
Schroders
James McDermottroe
Invesco
John Rae
Baillie Gifford
Justin Jones
abrdn
Justin Onuekwusi
Legal & General Investment Management
Mandy Hickson
Guest Speaker
Mike Fox
Head of Sustainable Investments and Fund Manager, Royal London Asset Management
Paul Flood
Head of Mixed Assets, Newton Investment Management
Ritu Vohora
Investment Specialist, T. Rowe Price
Simon Bond
Columbia Threadneedle
Stephen Snowden
Artemis
Stuart Rhodes
M&G Investments
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.
Our proven, qualitative approach…
in numbers
18
Years
of providing ratings to advice businesses
15
Years
of managing high quality advisory portfolios
230+
Years
of aggregate RSMR research team experience
600+
fund manager meetings each year
20
multi-platform RSMR managed portfolios
100+
RSMR rated funds used in RSMR portfolios
Menus
Info on lunch & evening dinner
food choices & drinks.
13:15 Lunch Options
Mains
SELECTION OF SANDWICHES
CHARGRILLED CHICKEN BOWL (gf)
Greek salad, tzatziki dressing
ISLE OF WIGHT TOMATOES BOWL ZA'ATAR (gf, ve)
red pepper hummus, sourdough croutons, sesame seeds
SPINACH CHICK PEA & POTATO CURRY (v)
naan bread rice
Desserts
PLUM BAKEWELL TART
almond, poached plum, ginger ice cream
FRESH FRUIT SKEWERS
Tea & Coffee
Evening Dinner Menu
Starters
HAM HOCK TERRINE
wensleydale, balsamic onions, watercress
WILD MUSHROOM & TRUFFLE VOL AU VENT (ve)
watercress herb oil
Mains
ROAST CHICKEN BREAST
crispy potato terrine, chicken fat carrot, kale
SPICED VEGETABLE & CHICK PEA WELLINGTON (ve)
potato terrine, spinach
Desserts
STICKY TOFFEE PUDDING
butterscotch sauce, vanilla ice cream
DARK CHOCOLATE & CHERRY BROWNIE
vanilla ice cream (ve)
5 British Cheese Experience
Tea & Coffee
PETIT FOURS
Wines
White
South African Chenin Blanc
Red
South African Merlot
