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