11.15am Registration and coffee
11.45am Welcome from Ken Rayner, CEO
12.00pm 3 x 15 mins presentations
- Goldman Sachs Asset Management - Luke Barrs, Head of the Fundamental Equity Client Portfolio Management
- BNY Mellon Investment Management - Jon Bell, Portfolio manager, Equity Income team
- Ninety One - Deirdre Cooper, Head of Sustainable Equity
12.45pm Panel debate 1: Asia/EM – Will Asia and emerging markets take over the mantel of the US in terms of market leadership?
- T. Rowe Price - Rob Secker, Portfolio Specialist
- M&G – Carl Vine, Portfolio Manager
- J.P. Morgan - Omar Negyal, Portfolio Manager
- J O Hambro Capital Management - James Syme, Senior Fund Manager
1.15pm Lunch
2.10pm 3 x 15 mins presentations
- Fidelity - Kris Atkinson, Portfolio Manager
- Columbia Threadneedle Investments – Paul Niven, Head of Asset Allocation
- Baillie Gifford - James Dow, Head of Global Income Growth
2.55pm Panel debate 2: Bonds – Inflated interest in fixed income. Will the inflation debate be resolved in 2023?
- Royal London Asset Management - Shalin Shah, Senior Fund Manager
- Janus Henderson - Nick Ware, Portfolio Manager
- Artemis - Juan Valenzuela, Fund manager
- Franklin Templeton - Will Vaughan, Portfolio Manager
3.25pm Break
3.45pm 2 x 15 mins presentations
- Invesco - Stewart Edwards, Fund Manager
- Aviva Investors - Jess Foulds, Senior Manager, Global Responsible Investment
4.15pm Panel debate 3: Asset Allocation – Correlated or uncorrelated, that is the question?
- Legal & General Investment Management - Andrzej Pioch, Fund Manager
- abrdn - Katie Trowsdale - Head of Multi-Manager Strategies
- Aegon Asset Management - Vincent McEntegart, Investment Manager
- Jupiter - George Fox, Investment Manager
4.45pm Closing comments from Ken Rayner, CEO
5:00 pm Networking drinks
