event-feature

Investment Conference

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies

Tuesday 23 May 2017
London

Overview

The financial sector is undergoing significant changes: uncertain market conditions, regulatory obligations, fast-evolving technology, and global shifts in economic power.

This unique conference will look at change from several perspectives by bringing together the UK investment and adviser community to discuss, question and debate the current investment climate, risks, developments and opportunities.

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies.

Why should I attend?

Remarkable content

Through inspiring keynotes, innovative talks, educational breakouts, and tons of networking, you’ll learn about new investment strategies and developments in multi-asset, retirement income and portfolio management.

Walk away with knowledge about how your clients’ investments are affected and how to communicate this to them. 

Networking opportunities

Enjoy networking breaks that connect you with your peers, fund managers and Defaqto experts.

This conference is for authorised financial advisers, paraplanners or officers of a regulated advice business. 

Earn CPD

Attend the conference and bank 4 hours and 30 minutes of structured CPD, accredited by the Chartered Insurance Institute, Personal Finance Society and CISI.

Register Now

Agenda

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies.

The day will start with breakfast from 08:45, a welcome at 09:30. Our conference closes at 16:40, but feel free to wind down at the end of the day over a drink.

08:45-09:30

Registration Networking Breakfast

09:30-09:45

Defaqto

09:45-10:20

Geo-political risk and the Investment landscape

Presented by Sheldon MacDonald, CFA, Deputy CIO

10:20-10:55

Emerging Markets

Presented by Luke Barrs, Emerging Markets Specialist

10:55-11:25

Networking break

11:25-12.00

Session 1

You will be able to attend one of these four sessions, each session will include four parallel presentations on following investment areas:

Outcome based investing
Value investing
Mega trends
Global income portfolio construction 

Each session includes a 25 minute presentation and an opportunity for Q and A with the speaker

12:00-12:10

Comfort break between sessions

12:10-12.45

Session 2

You will be able to attend one of these four sessions, each session will include four parallel presentations on following investment areas:

Preventing the permanent destruction of capital
What makes a great model portfolio 
Topic to be confirmed
Topic to be confirmed

Each session includes a 25 minute presentation and an opportunity for Q and A with the speaker

12:45-13.35

Lunch

13:35-14:10

Session 3

This will be a re-run of session 1, and you will be able chose a different topic.

Each session includes a 25 minute presentation and an opportunity for Q and A with the speaker

14:10-14:20

Comfort break between sessions

14:20-14:55

Session 4

This will be a re-run of session 2, and you will be able chose a different topic.

Each session includes a 25 minute presentation and an opportunity for Q and A with the speaker.

14:55-15:25

Networking break

15:25-15:55

To be confirmed

Presented by Clifford Chance

15:55-16:20

Speaker tbc

Presented by Vanguard Group

16:20-16:40

Defaqto

Core Sponsors

  • Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our …

    Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our specialism is in multi manager investing – and simplicity, with a focus on making the process of choosing a fund as straightforward as possible. Through our range of risk profiled, income generating and specialist funds of funds our goal is to meet the challenges faced by today's investor.

    As a business we recognise the importance of working in partnership with our advisers and have built a range of tools, which are designed to support you and your clients throughout the investment journey.

    As part of the global AXA Group, our clients can rest assured that we are built on solid foundations but maintain the flexibility and entrepreneurial dynamism of a smaller company. Launched during the difficult markets of 2008, Architas has seen strong growth with assets under management and under advisory totalling £23.3 billion.* 

    *Data correct as at 30 September 2016. Please note that Architas is 100% owned by the AXA Group but it has no legal right of access to the assets of the AXA Group. Our previous company performance is not a guide to how we will perform in the future.

     

  • Goldman Sachs

    Goldman Sachs Asset Management is one of the world’s leading investment managers with over £800 bill …

    Goldman Sachs

    Goldman Sachs Asset Management is one of the world’s leading investment managers with over £800 billion in assets under management. With more than 2,000 professionals across 31 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies. 

    As of December 31, 2016. GSAM leverages the resources of Goldman, Sachs & Co. subject to legal, internal and regulatory restrictions. Assets Under Supervision (AUS) includes assets under management and other client assets for which Goldman Sachs does not have full discretion.

Exhibitors

  • Charles Stanley

    Charles Stanley is one of the UK’s leading independently-owned investment management groups and can …

    Charles Stanley

    Charles Stanley is one of the UK’s leading independently-owned investment management groups and can trace its origins directly back to 1792.  It was first registered as a member of the London Stock Exchange in 1852. It has developed its regional presence and currently has over 20 offices across the UK.

    A more detailed history can be found at the following link: www.charles-stanley.co.uk/about-us/history-chapter-one   

  • Newscape Capital Group

    Newscape Capital Group is a specialist investment and advisory firm providing first class products a …

    Newscape Capital Group

    Newscape Capital Group is a specialist investment and advisory firm providing first class products and services for a range of institutional and intermediary clients worldwide.

    With core specialisations in portfolio construction, fixed income & multi-strategy investment, we employ an absolute return philosophy to produce above average risk adjusted returns, alongside the principles of transparency, simplicity and accountability.

    Newscape’s management team have an average of over 20 years' experience in the investment industry, with successful track records of producing above average returns across a range of strategies.

    The firm employs a partnership approach with clients and industry counterparts in order to ensure the maximum effectiveness and success of its investment strategies, model portfolio services, and risk management solutions.

  • Pictet Asset Management

    Pictet Asset Management is a specialist asset manager offering investment solutions and services to …

    Pictet Asset Management

    Pictet Asset Management is a specialist asset manager offering investment solutions and services to investors around the world. Today we manage GBP 129 billion of assets across a broad range of equity, fixed income, alternatives and multi-asset strategies. Our mission is to build lasting partnerships with our clients by exceeding their expectations for investment performance and service. Our clients include some of the world’s largest pension funds, sovereign wealth funds and financial institutions.

    We have 835 employees spread across 17 offices worldwide including 7 investment centres (Geneva, Zurich, London, Milan, Singapore, Tokyo and Hong Kong). We are part of the Pictet Group, founded in Geneva in 1805, which also specialises in Wealth Management and Asset Services. Privately owned and managed by six partners, the Pictet Group has more than 3,900 employees in 26 offices around the world.

  • Whitechurch Securities

    Whitechurch Securities Ltd is one of the UK’s leading Boutique Wealth Management firms, providing DF …

    Whitechurch Securities

    Whitechurch Securities Ltd is one of the UK’s leading Boutique Wealth Management firms, providing DFM solutions since 1990. 

    We work exclusively with financial advisers to provide a range of competitively priced DFM services; from low entry model portfolios to bespoke solutions for high net worth clients.

    We offer a transparent and competitive pricing structure. Our investment portfolios are impartially constructed, actively managed and administered in-house; shaped by high quality research and sophisticated risk management.

    We have a dedicated business development team responsible for building and maintaining relationships with financial advisers looking to outsource part or all of their investment management. We place great emphasis on providing a truly personal wealth management service with regular information and extensive professional support.

    The Whitechurch Investment Team is highly regarded in the industry; our high standards are underpinned by leading industry ratings; our services have won a succession of awards; and our investment managers are widely quoted in the media for their expert views.

    We are committed to producing consistently strong solutions to all advisers and their clients for many years to come!

    www.whitechurch.co.uk

  • Henderson Global Investors

    “Henderson Global Investors is a global asset manager focused on delivering excellent investment per …

    Henderson Global Investors

    “Henderson Global Investors is a global asset manager focused on delivering excellent investment performance and service to our clients.

    When Henderson was founded in 1934, the company was not named after a fund manager, an executive or an office location – rather, it was named after its first client. 80 years of continuous service have nurtured a trusting relationship with clients – and the group continues to serve the Henderson family to this day.

    Henderson is now an independent asset manager with assets under management of more than £101.0bn, more than 1000 employees and offices in 19 cities around the world*.
    *Source: Henderson Global Investors, at 31 December 2016”

  • Hawksmoor Investment Management

    Hawksmoor is an investment management business committed to the responsible management of the wealth …

    Hawksmoor Investment Management

    Hawksmoor is an investment management business committed to the responsible management of the wealth entrusted to our care. We specialise in providing high quality discretionary management services for private clients including trusts, pension schemes and charities. We also manage multi-asset funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.

    We are a privately owned business, so we have no ties to a bank or any other financial institution. Our experienced and well qualified team of investment professionals is focused solely on providing you with the best service and consistently good performance. Our investment approach is based on a clear understanding that behind every investment portfolio there is a living breathing client with their own unique needs and values. This individual approach, together with our in-depth knowledge of investment markets, is key to our success.

    Ultimately, the over-riding objective of investment is to increase value over time after the impact of inflation and taxes. We use benchmarks to measure our performance but not to construct investment solutions – we aim for long term outperformance rather than trying to beat obscure benchmarks over short time periods. Our investment managers are supported by a disciplined investment process designed by our in-house strategy and research team with access to extensive external research.

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