Agenda | RSMR Events

4 Mar 2025

Agenda

11:15am	Registration & Coffee
11:45am	Welcome from Ken Rayner, CEO
12:00pm	1 x 25 mins & 2 x 15 mins presentations: Karen Ward, Managing Director, Chief Market Strategist - J.P. Morgan Asset Management Michael Browne, Chief Investment Officer - Martin Currie, a Franklin Templeton Company Nicolas Trindade, Senior Portfolio Manager - AXA Investment Managers
12:55pm	Panel debate 1: Equity Panel - Will US Large Cap continue to dominate? UK - James Goldstone, Fund Manager - Invesco US - Rosanna Burcheri, Portfolio Manager - Fidelity EM - Rob Secker, Portfolio Specialist - T. Rowe Price Japan - Akanksha Ganju, Portfolio Manager - Goldman Sachs Asset Management
1:25pm	Lunch
2:25pm	2 x 15 mins presentations & 1 x 15 mins 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 - Legal & General Investment Management
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	3 x 15 mins presentations: Peter Fitzgerald, Lead Portfolio Manager - Aviva Investors Alessandro Dicorrado, Portfolio Manager - Ninety One Suney Hindocha, Associate Portfolio Manager - Janus Henderson
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 Investments Director - Aberdeen Investments
5:20pm	Closing comments from Ken Rayner, CEO
5:30pm - 6:45pm	Networking drinks

Aberdeen Investments

Aegon Asset Management

Aviva Investors

AXA Investment Managers

Baillie Gifford

BNY Mellon Investment Management

Columbia Threadneedle Investments

Franklin Templeton

Goldman Sachs Asset Management

J.P. Morgan Asset Management

Janus Henderson

M&G Investments

Royal London Asset Management

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.

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.