Ratings

Agenda

11:15am Registration & 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
5:00pm Networking drinks
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