Speakers
David McWilliams
David McWilliams is an economist, author, journalist, documentary-maker and broadcaster. He is Adjunct Professor of Global Economics at the School of Business Trinity College Dublin. David is ranked 10th most influential economist in the world.
He has devoted his entire professional life to the objective of making economics as widely available and easily understandable on as many platforms and to as many people as possible –and is having a laugh doing it.
Dan McCrum
Dan McCrum is multi-award winning journalist and author. In 15 years at the Financial Times he has covered business and finance from New York and London, helping to uncover fraudulent accounting at several listed companies. He is currently a member of the investigations team, and his reporting on Wirecard was recognised with more than a dozen awards and prizes, including journalist of the year at the 2020 British Press Awards. Dan got a taste for newsprint as a paperboy in his family’s newsagent. Before becoming a journalist he tried his hand at painting and decorating, selling cook books door-to-door, and learned a thing or two about finance in the research department of an investment bank
Hugo Rifkind
Hugo Rifkind is a columnist and leader writer for The Times. He writes a weekly opinion column, and My Week - a diary parody. He also writes columns for The Spectator and GQ. He has written for The Herald (in his native Scotland), the Evening Standard, and the Daily Mail. He hosts a weekly show on Times Radio - an entertaining talk show with guests on news and culture. He is also a regular panellist on Radio 4's satirical show, The News Quiz, and is an occasional speaker on TV shows such as Question Time.
Hugo started his journalistic career in celebrity gossip, and after a stint at a 'showbiz' website he first joined The Times on the paper's gossip diary. This informed his first novel, Overexposure, based around a showbiz reporter.
Hugo is an accomplished after dinner speaker and moderator. His specialisms include current affairs, foreign politics, culture, books and literary events, technology, and social media.
Jenny Radcliffe
Jenny Radcliffe is a social engineer and security expert. She focuses on the human elements that are so often exploited by those seeking to gain unauthorised access online and in the real world. Branded a ‘people hacker’, as well as bypassing the strictest security she can diffuse a crisis and spot a lie in seconds.
Having established a career in supply chain and procurement in industrial manufacturers, Jenny also trained staff in negotiation. At the same time she had a personal interest in how people were duped or manipulated into revealing confidential information or permitting access - known as social engineering. She was then approached by a bank to test their security – to see if she could talk her way in. It was the start of a new career exploring the human frailties in security systems. Since then she has ‘broken into’ over 650 locations, everything from building sites to the Tower of London, without ever picking a lock or faking a security pass.
Workshops
Workshops
Scottish Mortgage – A Distinctive DNA
Scottish Mortgage looks to identify, own and support the world’s most exceptional growth companies. This presentation looks to uncover the characteristics of the Trust that give it a unique DNA exploring everything from our access and reputation, our investments in private companies and our ability to provide long term, patient capital to our portfolio holdings.
Workshop Objective:
- Understand the unique philosophy that sits at the heart of Scottish Mortgage
- Understand why long-term structural changes in society are more powerful drivers of change and disruption than macro-economic or geopolitical issues and why it is rational to seek out the exceptional companies driving this change to maximise your chances for growth over decades
- Understand why the current environment leaves room for optimism for investors willing to take a long-term, patient view.
Company Profile: Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 57 partners all of whom work in the business.
We currently manage or advise some £234.2bn (as at 31 March 2023) on behalf of clients worldwide.
Speakers
Claire Shaw
Investment Specialist – Scottish Mortgage
Representatives
David Rolland
Intermediary Client Manager
David joined Baillie Gifford in 2022 with responsibility for intermediary client relationships (specifically UK Advisers) in the UK. He spent 12 years working on the ‘buy side’, joining Williams De Broe in 2010, which became Investec in 2012. David began his career as a portfolio manager, then as a discretionary fund manager for the next 8 years (4 of which were spent in the Channel Islands). David graduated from the University of Aberdeen, before completing a postgraduate degree at Edinburgh Napier University. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities and Investment.
Megan Rooney
Intermediary Client Manager
Megan is a Client Manager in the UK Intermediaries Team. She joined Baillie Gifford in 2016. Prior to joining Baillie Gifford, Megan worked at Barclays, specialising in private client services. She graduated BSc (Hons) in Geography from the University of Glasgow in 2014.
Diversify for higher income
Most investors will broadly understand the benefits of diversification in terms of reducing risk by combining assets with different attributes – but it can also be a key part of generating a consistent income from a bond portfolio.
Capital Group’s Global High Income Opportunities Fund has a long track record of unlocking higher income from bonds via two routes: diversification by country and by asset class within fixed income. In this session, we discuss current opportunities across the full bond spectrum and ask the question - Are bonds in approaching a sweet spot?
Workshop Objective:
• Address front-of-mind client concerns such as recession and inflation
• How income can be a key driver of total returns
• Finding the best of emerging market debt and high yield bonds in a single solution
Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors.
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 450 experienced investment professionals, with an average portfolio manager investment experience of 27 years.
Today Capital Group works with financial intermediaries and institutions to manage more than US$2.31 trillion in long-term assets for investors around the world.
1All data as at 31 Mar 2023 and attributed to Capital Group, unless otherwise stated.
Speakers
Edward Harrold
Investment Director
Edward Harrold is an investment director at Capital Group. He has 16 years of industry experience and has been with Capital Group for nine years. Prior to joining Capital, Edward worked as an associate in RBS Global Banking & Markets at the Royal Bank of Scotland. He holds a bachelor’s degree with honours in international relations from the London School of Economics. He also holds the Chartered Financial Analyst® designation. Edward is based in London.
Representatives
Tri Huynh
Business Development Manager
Tri Huynh is Managing Director, Financial Intermediaries at Capital Group. He has over 16 years of industry experience. Prior to joining Capital, Tri was Head of Strategic Partnerships at Artemis Investment Management. He holds a bachelor’s degree in Biochemistry and Molecular Medicine from Essex University and has completed the Business Sustainability Management program from the University of Cambridge, Institute for Sustainable Leadership. He also holds the Investment Management Certificate.
Chris Miles
Managing Director Financial Intermediaries
Chris Miles is managing director for financial intermediaries, UK at Capital Group. He has 20 years of industry experience and has been with Capital Group for seven years. Prior to joining Capital, Chris worked as associate director for sales at Fidelity Worldwide Investments. He holds a bachelor’s degree in geography from Plymouth University, graduating with honours. He also holds the Investment Management Certificate. Chris is based in London.
Investing sustainably in a world of higher rates and higher inflation
With the days of negative rates and benign inflation in developed markets behind us, the growth momentum tailwind for sustainable investing is no more. A different approach is needed to navigate the new market environment. Asset managers are required to look beyond the ESG darlings found in the obvious sectors and geographies and expand their horizon. In this session, Martin will outline the approach taken by Federated Hermes and highlight where the team are finding the less obvious investment opportunities.
Workshop Objective:
• Understand Sustainable Equity investing through the cycle
• Learn how we segment the investment opportunity to ensure a diversified portfolio
• Discuss ways of addressing societal issues through their investments
Company Profile: Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.
Speakers
Martin Todd
Portfolio Manager, Sustainable Global Equity, Federated Hermes Limited
Martin joined as a senior analyst on the European Equities team in March 2013 and is now lead portfolio manager of the Sustainable Global Equity strategy, and co-portfolio manager of the Impact Opportunities strategy. Prior to joining, he was an investment director at Scottish Widows Investment Partnership. Martin joined SWIP as a graduate and spent eight years there, with spells investing in UK, US and Japanese equities.
Martin graduated from the University of St Andrews with an MA in Economics & Modern History and is a CFA charterholder. In 2015, Martin featured in Financial News’s ‘40 Under 40 Rising Stars of Asset Management’, an editorial selection of the brightest up-and-coming people in the industry.
Representatives
Dan Churchouse
Head of UK Wholesale
Frederick Fox
Manager, Distribution, UK & Ireland
From Traditional to Trendsetting: UK REITs’ embrace of next generation assets
1. The role of next generation REITs and why hold them in a multi asset portfolio
2. The investment opportunity for UK REITs and their ability to generate long-term growth income
3. Assessing REITs - why security selection is key
Workshop Objective: To uncover future-focused investment strategies by unveiling pivotal trends for long-term income growth within next generation real estate.
Company Profile: The Gravis approach to fund management is perfectly depicted by the company’s tortoise logo: slow, steady and consistent. We specialise in Funds that do something a little different, providing investors with exposure to the more stable and predictable side of many of today’s exciting themes, resulting in reliable, long-term income from alternative sectors.
Speakers
Matthew Norris
Fund Adviser, Director of Real Estate Securities
Matthew is responsible for the oversight of the VT Gravis UK Listed Property Fund and the VT Gravis Digital Infrastructure Income Fund.
Matthew has more than two decades investment management experience and has a specialist focus on real estate securities and digital infrastructure investments. He served as an Executive Director of Grosvenor Europe where he was responsible for global real estate securities strategies. He joined Grosvenor following roles managing equity funds at Fulcrum Asset Management and Buttonwood Capital Partners.
Representatives
Ollie Matthews
Sales Director, South
Ollie is a sales director responsible for the south of England.For over 20 years, Ollie has been an investment fund promoter and distributor in the South of England.
He has worked extensively with independent financial advisers, private banks, wealth managers, family offices, stockbrokers and discretionary fund managers. During this time, Ollie launched Threadneedle into the UK retail market, launched the industry’s first dedicated television channel, Asset.tv, raised AUM for various boutiques and developed innovative investment funds.
Jason Anderson
Head of Sales, London
Jason is Head of London Sales for Gravis.Jason has vast experience covering intermediaries and wealth managers across London and the South of England.
After starting his career at Fidelity, Jason moved to Threadneedle where he spent 7 years covering the intermediary market in London and the South East. Jason then returned to Fidelity before he moved to Thames River Capital to help launch the retail Multi-Asset business. Following the acquisition by F&C and then BMO, Jason headed up the Southern Sales Team.
Delivering a steady income in an uncertain world.
Income provision from fixed interest has returned to levels not seen for many years. In this session, we seek to answer where next for fixed interest, specifically through the lens of high yield, and how income levels or total return can be further enhanced through active gearing.
Workshop Objective:
• Understand the opportunities and risks of investing in the high yield bond market including:
o Idea generation
o Importance of credit analysis
o Diversification
• Investing in high yield through an investment trust and the risks and benefits the investment vehicle offers
Company Profile: Over the years, Invesco has grown to become one of the largest investment managers in the UK, currently managing over $1.4 trillion in assets.
Key to our success has been a relentless commitment to investment excellence. With clients sitting at the heart of the business, our capabilities have expanded to encompass a variety of investment styles, asset classes, geographies and products to meet a wide range of investment goals and the changing needs of investors.
We have significant depth in resources, with more than 8,000 investment professional employees worldwide all focused on delivering the best outcomes for our clients.
Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
Speakers
Rhys Davies
Fund Manager
Rhys is a fund manager for the Henley-based Fixed Interest team.
He began his investment career with Invesco in 2002, moving to the Henley Fixed Interest team in 2003. He became a fund manager in 2014. He manages high yield credit portfolios.
He holds a BSc (Honours) in Management Science from the University of Manchester Management School. He is a CFA charterholder.
Representatives
Will Ellis
Head of Specialist Funds
Will is responsible for the strategic and commercial direction of Invesco’s investment trust business. Having joined Invesco in 2000, Will has worked in numerous roles promoting active and passive capabilities across different client audiences including retail and institutional, promoting equity, fixed interest and alternative asset classes.
Will holds a BA(Hons) Spanish & Latin American Studies.
Eddy Bukenya
Business Development, Investment Trusts
Eddy is the Business Development Manager for Invesco’s investment trust range.He began his professional career at Fisher Investments Europe before moving to a fund of fund analytics firm working with institutional investors across the globe. Eddy joined Invesco in March 2022.
He holds a BSc in Industrial Economics from The University of Nottingham.
Infrastructure deep dive – understanding the opportunities in listed markets
Infrastructure is woven throughout Macquarie’s corporate heritage and DNA. Macquarie was one of the early investors in the infrastructure asset class, after publicly listing the Hills Motorway Group. Today, MAM is one of the world’s leading infrastructure managers with 400+ infrastructure experts located globally.
In this session hear from the Macquarie team about the importance of taking a pure approach to defining infrastructure and how they go about identifying attractive assets and building listed infrastructure portfolios.
The objectives of the session include:
• Understand how Macquarie invests in Listed infrastructure including how it:
- Defines infrastructure,
- Utilises its 400 strong network of infrastructure experts to generate insights.
- Identifies attractive assets and builds listed infrastructure portfolios.
• Discuss how investors are using listed infrastructure in a diversified portfolio.
Workshop Objective:
• Hear from one of the world’s largest infrastructure managers about their approach to delivering infrastructure exposure through listed markets.
• Discuss how investors are using listed infrastructure in portfolios
Company Profile: Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage approximately €536 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, real estate, agriculture & natural assets and asset finance.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs more than 20,500 people in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 31 March 2023. For more information, please visit Macquarie.com
Speakers
Brian Sparkes
Managing Director - Equities, Macquarie Asset Management (MAM)
Managing Director, Equities – MAM
• Joined Macquarie in 2014
• Based in Luxembourg
Brian is a Managing Director in Equities for Macquarie Asset Management (MAM). He joined the firm’s Sydney office in 2014, relocating to the Luxembourg in 2018. Brian has responsibilities for the development and growth of Macquarie’s Public Equity capabilities, including the Macquarie Global Listed Infrastructure strategies.
Before joining MAM, Brian was an Equities Researcher with global consultant Willis Towers Watson. Earlier in his career, he worked in the brokering arm of the Commonwealth Bank of Australia as an Investment Product Specialist and for AMP Capital as a Research Analyst.
Brian has a Bachelor of Finance from Newcastle University in Australia and holds the Chartered Financial Analyst® designation.
Representatives
Joanne Rea
Senior Client Account Manager, Macquarie Asset Management (MAM)
Joanne is Senior Client Account Manager in Macquarie Asset Management’s (MAM’s) Client Solutions Group. She is responsible for supporting and managing relationships with our UK wholesale and institutional clients. In addition, Joanne supports the fundraising efforts for our Public Investments’ capabilities across the UK and Ireland.She joined Macquarie as an Executive Assistant in 2008 and is based in London. After working in a number of different roles, Joanne officially joined the Client Solutions Group in July 2017 in her current role. Prior to joining the firm, she worked as a Team Assistant at Rogge Global Partners. She previously worked at Olympus Deutschland, PricewaterhouseCoopers, and Lloyds Banking Group.
Joanne received a Diploma in Business Administration from Chelmsford College. She holds the Investment Management Certificate.
Balancing the Blend
2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification does not equal fundamental diversification. In this presentation, we highlight the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase.
Workshop Objective: To highlight the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase.
Company Profile: Orbis has been creating value for clients for more than 30 years.
We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.
Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.
And our unique fee structure ensures we remain driven to deliver long-term returns.
Speakers
Rob Perrone
Investment Counsellor
Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.
Representatives
James Amy
Business Development Manager
James Amy, Bachelor of Arts, Economics and Geography. James joined Orbis in 2017 as Business Development Manager for the firm’s UK retail initiative, with responsibility for building the UK Intermediary client base through direct engagement. He was previously Head of International Business Development at Nedgroup Investments.
Chris Johnson
Business Development Manager
Chris Johnson, Chartered Financial Planner. Chris joined Orbis in April 2018 with responsibility for Business Development in the South West and Wales region within the intermediary sector. He previously worked for Standard Life and Old Mutual Wealth in similar roles, both in the UK and overseas.
Is Value dead or just resting? Revisiting Systematic Investing with a Fundamental Lens
Investors have long been familiar with empirical studies that show value performing over time, such as those by Eugene Fama and Kenneth French. However, this was not the case in the 2010s as value lagged significantly behind growth. Avantis Investors, a part of American Century, believe that answers to questions about the efficacy of value can be found by drawing on the last 30 years of academic research. Join Richard Adams, Senior Investment Director, to look at more complete definitions of value that incorporate the latest financial research. Richard will share a modern approach to systematic investing that offers the benefits of indexing, such as low cost and transparency, alongside advantages of active management such as higher expected returns.
Workshop Objective: Evaluate the historic performance of the value factor, explore more complete definitions of value, and look at practical implementation in low-cost active, systematic strategies.
Company Profile: Nomura Asset Management - Global Player with Japanese Roots
Nomura Asset Management (NAM) is a leading global asset manager. Headquartered in Tokyo, the company employs around 1,378 people worldwide and has been active in Europe for more than 30 years. In 2016, Nomura Holdings acquired a stake (approximately 41%) in American Century Investments, an independent asset manager in the US.
American Century Investments (ACI) - Privately Held and Independent
ACI was founded in 1958 in the USA and employs over 1,400 people worldwide. American Century's ownership structure is unique. In addition to Nomura, the Stowers Institute holds a majority stake in ACI. It uses ACI's dividends to fund its pioneering medical research projects.
Speakers
Richard Adams
Vice President, Senior Investment Director at American Century Investments
Based in London, Richard is responsible for representing the American Century Investment capabilities and views to clients in the UK. Richard has worked in the investment industry since 2001 and prior to joining American Century Investments in 2018, he held positions at Columbia Threadneedle and ING Investment Management. He also served as a U.S. equity portfolio manager at Singer & Friedlander.
Representatives
Jon Nash
Head of UK and Ireland Wholesale Distribution
Jon Nash joined Nomura Asset Management in March 2017 with over 28 years’ of experience in the asset management industry. Jon is the Head of UK Wholesale Distribution and focuses on developing the fund distribution strategy for the company’s product solutions to UK and Ireland wealth investors including discretionary fund managers, global private banks, advisors and family offices.
Ben Sackitey
Business Development Director– UK Wealth
Ben Sackitey joined Nomura Asset Management in June 2019 as Business Development Director, developing its market share, predominantly with wealth managers, fund-of-funds, family offices and other financial institutions. This also includes developing the market share of American Century Investments with UK investors. Prior to Nomura Asset Management, Ben spent 7 years at Jupiter Asset Management.
Volker Buschmann
Managing Director, American Century Investments
Volker is Vice President at American Century Investments and responsible for the strategic partnership with Nomura in the EMEA region. Volker has more than 25 years of professional experience in asset management with international firms.
Why to consider private equity investments for portfolio diversification
The economy has provided challenges and opportunities over the last few years, but the outlook remains uncertain. Puma will discuss what this means for the scale up businesses it backs, and the outlook it is currently positioning for.
We will run through our approach to private equity investing, including how we help the businesses we back, our selection criteria and processes, and our monitoring platform.
With the freezing of annual allowances there are set to be 2.6 million new higher rate tax players by 2028. We will discuss how your clients can access private equity as an addition to their portfolio, a true diversifier to other investments and major tax planning tool, with the access to reliefs and tax-free dividends.
Workshop Objective:
Appreciate -
• How new opportunities and trends can benefit businesses
• The benefits of managing a generalist portfolio
• the opportunities to improve tax and financial wellbeing through the use of relevant reliefs
Company Profile: Puma Investments offer a range of award-winning investments across private equity, property finance and quoted equities, which support growing SMEs and professional property developers across the UK.
Speakers
Rupert West
Managing Director, Puma Private Equity
Rupert is Head of the Puma Private Equity team and joined Shore Capital’s Principal Finance function in 2008. Prior to that he held roles as a Manager at Barclays Capital and an Associate at Standard Bank. Rupert’s responsible for sourcing and leading investments across the UK for Puma’s VCT and EIS offers. He read Philosophy and Economics at the University of Bristol, before completing an MSc in International Policy Analysis.
Kelvin Reader
Investment Manager, Puma Private Equity
Kelvin joined Puma Investments from Station 12, where he was Principal, and has over nine years’ experience in private equity focusing on earlier stage companies. He has also worked for a specialist media investor and the venture capital arm of Richemont.
Kelvin qualified as a Chartered Accountant with PwC.
Representatives
Karen Sullivan
Head of Strategic Partnerships
Karen joined Puma Investments as Head of Strategic Partnerships in 2019. She spent three years as Head of Strategic Partnerships at Time Investments having moved to TIME from Octopus Investments where she managed Strategic Partnership relationships as part of a wider team. Prior to this, she spent 13 years with Canada Life however started working life on the management training programme with the John Lewis Partnership based in Oxford Street.
When will the mood music change?
2023 has seen economic data continue to confound forecasters. Activity data has remained more robust than expected, inflation has generally proved stickier than had been anticipated (particularly here in the UK) and employment has remained remarkedly resilient. We explore our expectations for how the economy and markets will evolve and where we believe the attractive opportunities are within fixed income to take advantage of these views. In addition, we explore the benefits of a strategic bond fund in an environment where we have seen markets move rapidly and economic data consistently come in significantly different to consensus estimates.
Workshop Objective: Understand the current environment for bond investors and how a strategic bond fund can take advantage of the opportunities it presents.
Company Profile: Rathbone Unit Trust Management Ltd. (Rathbone Funds) is a leading UK fund manager, offering equity and bond unit trusts, a core multi-asset fund range and a sustainable multi-asset fund range to meet your capital growth and income requirements. An active management house, specialising in investment management for the retail investor and segregated institutional accounts. All of our unit trusts qualify for inclusion in ISAs (Individual Savings Accounts). We are a wholly-owned, London-based subsidiary of Rathbones Group Plc.
Through its subsidiaries, Rathbones Group Plc manages £60.9 billion of client funds, of which £11.4 billion* is managed by Rathbone Unit Trust Management Limited*.
*Funds under management at 31 March 2023
Speakers
Stuart Chilvers
Fund Manager
Stuart is the lead manager of the Rathbone High Quality Bond Fund and a fund manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in September 2017 and holds a first-class Bachelor’s degree in Mathematics. Stuart is a CFA Charterholder and also holds the CISI Chartered Wealth Manager qualification.
Representatives
Ben Johnson
Head of Regional Sales (UK)
Ben is the head of regional sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a regional sales director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.
Arron Silk
Associate Sales Director
Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
How Real Asset Investments can help to add value to your portfolio?
The presenters will discuss the alternative/real asset landscape, what has changed over last 18 months and why now is good opportunity to invest.
The team will walk through the specific dynamics of different sectors, our approach and views and how this is reflected in the funds.
Finally, the team will highlight the different strategies, asset allocation, and performance.
Workshop Objective:
1. What is the backdrop and outlook to Real Asset sectors?
2. How can Real Asset Investments help clients in need of consistent income and give opportunity for capital appreciation?
3. What are some of the key drivers behind the sectors?
Company Profile: TIME Investments is a specialist investment manager focussed on delivering long-term investments that seek consistent returns.
We take a deliberately defensive approach investing in real assets, asset-backed and income-generating assets, predominantly through infrastructure, renewable energy, real estate, and lending.
We make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long lasting peace of mind.
The TIME group has a 180 strong team with over £4.5 billion assets under management, including capital commitments.
Speakers
Roger Skeldon
Head of Real Estate
Roger has over 15 years’ experience in fund management, finance and commercial property. He has been at TIME Investments for over 10 years and is Co-Fund Manager for TIME:Commercial Long Income, TIME:Social Long Income and TIME:Property Long Income & Growth.
Previously, Roger was an Assistant Director at Close Brothers Group PLC’s tax efficient and property funds division, with responsibilities across several commercial property funds.
Roger holds a BA degree in Business and Financial Economics and is a Chartered Accountant.
Representatives
Andrew Gill
Fund Manager
Prior to Jefferies, Andrew spent nearly 4 years at PwC where he qualified as a chartered accountant (ICAEW) and he is also a CFA charterholder.
Faye Williams
Director of Business Development
Despite now being based in TIME’s London office, Faye has supported advisers nationally, holding relationships in the southwest and northeast too.
Prior to joining TIME, Faye worked at Octopus Investments, gaining broader experience of tax-efficient investments.
Active, sustainable, top-decile performance, multi-asset – can you have it all?
It can be a challenge to incorporate sustainability into multi-asset solutions, whilst simultaneously implementing an active investment philosophy that gives clients the best chance of investment success.
Join this session to learn why Vanguard works with Wellington, a leader in active sustainable investing, to deliver Vanguard SustainableLife - a range of balanced portfolios that have delivered top-decile performance since inception.
Workshop Objective:
In this session, we will cover:
• We will look at why an investment philosophy dating back over 90 years is as relevant today as it was then, alongside how four pillars of sustainability have the potential to enhance investor returns over the long run whilst meeting their ESG preferences.
• We will also share the important role leading institutions like MIT and the Woodwell Climate Research Centre play in the pursuit of a dual goal of investor returns and net zero alignment.
Speakers
Andrew Surrey
Head of Active
Andrew Surrey is a Senior National Development Manager in the UK and Head of Active for Vanguard’s UK Distribution team. He is responsible for the delivery of insight into and market knowledge of Vanguard’s low cost active funds. He also develops messaging and presentations that build on Vanguard's research and thought leadership capabilities. Before joining Vanguard in April 2014, Mr. Surrey held senior management positions within wealth management, custodial and fund management groups. He has a BA in Politics and Economics from the University of Newcastle upon Tyne and is a Fellow of the Royal Society of Arts.
Representatives
Nick Davis
Head of Multi-Asset
Nick Davis is responsible for Vanguards UK multi-asset distribution strategy and client proposition across the UK. Prior to this role, Nick was a consultant relations director in the UK institutional team and before that was responsible for Vanguard’s relationships in the wealth manager channel. Nick began his career at Hargreaves Lansdown, before joining Investec Asset Management’s global bank division. Nick has been at Vanguard since 2012. Nick is holds a BCom from the Birmingham University and is an Investment Management Certificate holder.
Laurie Nicholson
Business Development Manager
Laurie Nicholson is a Business Development Manager and is primarily responsible for managing Vanguard’s relationships with Financial Advice firms and Financial Advisers across the UK. Laurie joined Vanguard in early 2022 within the Intermediary Distribution team. Prior to this he worked for several years in the Tax Efficient Investment space, working with advisers across London and the South East. Laurie has a BSc in Politics from the University of Bath and is currently studying for the IMC qualification.