Agenda
| 11:15am | Registration & Coffee |
| 11:45am | Welcome from Ken Rayner, CEO |
| 12:00pm | 3 x 15 mins presentations:
|
| 12:45pm | Panel debate 1: Asia/EM - Will Asia and emerging markets take over the mantel of the US in terms of market leadership?
|
| 1:15pm | Lunch |
| 2:10pm | 3 x 15 mins presentations:
|
| 2:55pm | Panel debate 2: Bonds - Inflated interest in fixed income. Will the inflation debate be resolved in 2023?
|
| 3:25pm | Break |
| 3:45pm | 2 x 15 mins presentations:
|
| 4:15pm | Panel debate 3: Asset Allocation – Correlated or uncorrelated, that is the question?
|
| 4:45pm | Closing comments from Ken Rayner, CEO |
| 5:00pm | Networking drinks |
Welcome to the 5th RSMR
London Conference 2023
On behalf of the RSMR team I would very much like to welcome you to our 5th annual London Investment Conference.
The last time we were here we were having our first post pandemic London conference after two aborted attempts. The bulk of the immediate issues caused by the pandemic appear to have subsided but there have of course been a number of more longer lasting effects, not least of which is the amount of time we now spend on products such as Teams and Zoom when engaging with each other. That’s one of the reasons why we feel a conference like this is so important as it allows us to come together, face to face, to engage with the investment managers who run our clients’ assets, as well as clients and colleagues in the industry. We are grateful that we can return to London today to listen to the views of leading investors and to network with colleagues and friends. We’re delighted you have taken the time to join us and hope you find the RSMR conference a truly worthwhile experience.
We will hear from 20 industry leading fund managers and investment specialists who will discuss topical issues facing each of us in our day-to-day roles, providing a challenging and engaging insight, which will be relevant to your business during the coming year. We do hope you’ll be able to join us for the drinks reception after the presentations.
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
Andrzej Pioch
Fund Manager, Legal & General Investment Management
Carl Vine
Portfolio Manager - M&G Investments
Deirdre Cooper
Head of Sustainable Equity - Ninety One
George Fox
Investment Manager - Jupiter
James Dow
Head of Global Income Growth – Baillie Gifford
James Syme
Senior Fund Manager - J O Hambro Capital Management
Jess Foulds
Senior Manager, Global Responsible Investment - Aviva Investors
Jon Bell
Portfolio Manager, Equity Income team - BNY Mellon Investment Management
Juan Valenzuela
Fund Manager - Artemis
Katie Trowsdale
Head of Multi-Manager Strategies - abrdn
Luke Barrs
Head of the Fundamental Equity Client Portfolio Management - Goldman Sachs Asset Management
Nicholas Ware
Portfolio Manager - Janus Henderson,
Omar Negyal
Portfolio Manager - J.P. Morgan
Paul Niven
Head of Asset Allocation - Columbia Threadneedle Investments
Robert Secker
Portfolio Specialist, T. Rowe Price
Shalin Shah
Senior Fund Manager, Royal London Asset Management
Stuart Edwards
Fund Manager - Invesco
Vincent McEntegart
Investment Manager, Aegon Asset Management
Will Vaughan
Portfolio Manager - Franklin Templeton
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
19
Years
of providing ratings to advice businesses
16
Years
of managing high quality advisory portfolios
250+
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
