| 11:15am | Registration and coffee |
|---|---|
| 11:45am | Welcome from Ken Rayner, CEO |
| 12:00pm | 3x presentations Karen Ward, Managing Director, Chief Market Strategist for EMEA - J.P. Morgan Asset Management Michael Browne, Chief Investment Officer - Martin Currie, a Franklin Templeton Company Nicolas Trindade, Senior Portfolio Manager - AXA Investment Management |
| 12:55pm | Panel debate 1 - Equity: Will US Large Cap continue to dominate? UK: James Goldstone, Fund Manager - Invesco US: Rosanna Burcheri, Portfolio Manager - Fidelity Emerging Markets: Robert Secker, Portfolio Specialist - T. Rowe Price Japan: Akanksha Ganju, Portfolio Manager - Goldman Sachs Asset Management |
| 1:25pm | Lunch |
| 2:25pm | 2x 15mins presentations & 1x Q&A Thomas Hanson, Fund Manager - Aegon Asset Management: Q&A Angus Sandison, Investment Analyst - FSSA Investment Managers Matthew Rees, Head of Global Bond Strategies - LGIM |
| 3:10pm | Panel debate 2 – Income: Income in an uncertain world Kotaro Miyata, Investment Director - M&G Investments Steven Hay, Head of Income Research Baillie Gifford Jacob de Tusch-Lec, Fund Manager - Artemis Jason Pidcock, Fund Manager - Jupiter |
| 3:40pm | Break |
| 4:05pm | 3x 15mins presentations Peter Fitzgerald, Lead Portfolio Manager - Aviva Alessandro Dicorrado, Portfolio Manager - Ninety One Suney Hindocha, Associate Portfolio Manager - Janus Henderson Investors |
| 4:50pm | Panel debate 3 – Multi Asset: Will history repeat itself, what will be different, or the same, in 2025? Mike Fox, Fund Manager - Royal London Asset Management Keith Balmer, Portfolio Manager - Columbia Threadneedle Investments Bhavin Shah, Portfolio Manager - BNY Investments Justin Jones, Senior Investment Director - Aberdeen Investments |
| 5:20pm | Closing comments from Ken Rayner, CEO |
| 5:30 - 6:45pm | Networking drinks |
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