Welcome to the 6th RSMR 
London Conference 2024

On behalf of the RSMR team I would very much like to welcome you to our 6th annual London Investment Conference.

This year we have chosen to concentrate on the core issues that affect us as investment managers and financial planners, including a focus on multi-asset and income investing. Fortunately there have been no major issues to cause the dramatic market movements we have seen in recent years such as the pandemic and the Russian invasion of Ukraine. Events such as these are still affecting our thinking, however, and providing some of the reasons why the global economy is in its current position.

The mood of markets seems to be more positive with inflation seemingly under control and the anticipation that the next move for interest rates will be downwards. We hope that you'll enjoy and benefit from the discussion and debate of these issues and many more in the presentations and panel debates today.

We have been supporting and helping advisers in the provision of advice to their clients through reliable investment research and analysis for 20 years 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.

Ken Rayner, CEO

Very best wishes,
Ken Rayner
CEO

Moderator

Dominic O'Connell | 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

Ajay Dayal

Ajay Dayal
Director, Client Portfolio Manager, ClearBridge Investments - Franklin Templeton Investments

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Akanksha Ganju

Akanksha Ganju
Client Portfolio Manager, Goldman Sachs Asset Management

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Andrzej Pioch | Legal & General Investment Management

Andrzej Pioch
Fund Manager, Legal & General Investment Management

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Ariel Bezalel

Ariel Bezalel
Fund Manager, Jupiter Asset Management

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Charles de Quinsonas, Fund Manager

Charles de Quinsonas
Fund Manager, M&G Investments

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David Ennett

David Ennett
Fund Manager, Artemis

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George Dent

George Dent
Investment Manager, Walter Scott & Partners Ltd - BNY Mellon Investment Management

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James Lowen

James Lowen
Senior Fund Manager, J O Hambro Capital Management

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Jason Borbora-Sheen | Ninety One

Jason Borbora-Sheen
Portfolio Manager, Ninety One

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Karen Ward

Karen Ward
Managing Director, J.P. Morgan Asset Management

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Keith Balmer

Keith Balmer
Portfolio Manager, Columbia Threadneedle Investments

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Martin Walker

Martin Walker
Head of UK Equities, Invesco

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Nicolas Trindade | AXA Investment Managers

Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers

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Philip Scott | Baillie Gifford

Philip Scott
Investment Specialist, Baillie Gifford

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Rory Stokes

Rory Stokes
Portfolio Manager, Janus Henderson

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Rosanna Burcheri

Rosanna Burcheri
Portfolio Manager, Fidelity

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Ross McSkimming, Senior Investment Specialist, abrdn

Ross McSkimming
Senior Investment Specialist, abrdn

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Shalin Shah

Shalin Shah
Senior Fund Manager, Royal London Asset Management

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Sunil Krishnan | Aviva Investors

Sunil Krishnan
Fund Manager, Aviva Investors

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Vincent McEntegart | Aegon Asset Management

Vincent McEntegart
Investment Manager, Aegon Asset Management

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Yoram Lustig

Yoram Lustig
Head of Multi-Asset Solutions, T. Rowe Price

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RSMR Events

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.

See our events

Introducing Passive PLUS - the new RSMR Managed Portfolio Service Range

  • A managed portfolio service offering the benefits of passive investing with targeted exposure to active funds, adding diversification to returns and smoothing volatility
  • Built on RSMR’s sophisticated and highly regarded fund research process
  • Five portfolio options, available on multiple platforms

Find out more

About RSMR

We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

RSMR facilitates straightforward, binary outcomes for advisers and their clients by providing impartial, forward looking, qualitative research using a rigorous, methodical and proven research process.

Find out more

Our proven, qualitative approach…
in numbers

20

Years

of providing ratings to advice businesses

17

Years

of managing high quality advisory portfolios

250+

Years

of aggregate RSMR research team experience

600+

fund manager meetings each year

17

multi-platform RSMR managed portfolios

100+

RSMR rated funds used in RSMR portfolios

Menus

13:15 Lunch Options

London pride battered haddock with duck fat chips, pickled onion ketchup and minted crushed peas

Smoked Wilshire ham hock with Montgomery cheddar croquette

Minted pea and truffle arancini with mushroom ketchup (v)

Selection of sandwiches

Dessert

Apple pie with clotted cream

Roasted peach cheesecake with vanilla bean

15:25 Break

Tea, coffee and cake

We are supporting Rewilding Britain

Rewilding is about hope. We've reached the point where the breakdown of our climate and the biodiversity crisis are urgent threats to both nature and human society. Rewilding - the large-scale restoration of ecosystems to the point where nature can take care of itself - represents a powerful solution.

Find out more

This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest. RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered Trademark.