event-feature

Investment Conference - think Global act Local

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

 

The conference slides are now available.

For the plenary sessions click here

For the parallel sessions click here

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.

Agenda

The conference slides are now available.

For the plenary sessions click here

For the parallel sessions click here

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

Go Global or go Home

Presented by Sheldon MacDonald, CFA, Deputy CIO, Architas

Studies show that investors continue to favour their home market with large allocations to their domestic stocks and bonds. UK investors are no different with Defaqto’s own research (Source: http://www.defaqto.com/advisers/zones/dfm-zone/features/home-bias/ )showing that the average MPS has a 50% allocation to the UK, comprised across both equity and fixed income.

In a post Brexit world, with companies considering their future in the UK and even their stock market listing, is now the time to consider casting the net more widely to diversify risks to client portfolios and at the same time increase the opportunity set to capture income from overseas stocks?

In this session, Architas will explore the political and economic impacts recent events have had on income asset classes and consider the risks and opportunities when thinking global for equity income.

10:20-10:55

EME in the Trump Era

Presented by Luke Barrs, Emerging Markets Specialist, Goldman Sachs

EM (Emerging Markets) remains a critical part of overall strategic asset allocation. Despite some concerns, the EM outlook is constructive, potentially making this a good time to build an overall exposure to the asset class.  So actively managing within EM is an important option to consider.

10:55-11:25

Networking break

11:25-12.45

Session 1 and 2

In each session you will be able to register for one of these four presentations on following investment areas:

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

    • Jon Cunliffe

      Start with the end in mind and select and build portfolios to achieve a specific client goal or target. By focusing on goal and targets, you will create different plans and portfolios that will benefit your client.

      Jon Cunliffe , Chief Investment Officer, Charles Stanley

    • Charlie Morris

      Quantitative easing (QE) has ended in the United States and at some point, it must end here.

      If the Brexit negotiations turn out to be a success, the pound will surely rally; and significantly. While a stronger pound will be great for the prestige of the nation, it will be damaging for investors.

      The combination of fully valued financial markets and the pound set to soar, investors need to be ready to do an about turn. Portfolios need to focus more on domestic assets and consider currency hedging while they still can. 

      Charlie Morris , CIO, Newscape Capital Group

    • Marc-Olivier Buffle

      Preparing for the future involves identifying the structural forcesthat are likely to shape the world of tomorrow. Among other trends, our world’s steadily growing population, a GDP-driven shift in consumption patterns and growing resource-scarcity represent a formidable challenge for industries across all sectors. Because they are long-lasting, these global phenomena, which we refer to as megatrends, are giving rise to extremely interesting opportunities for investors.

      Marc-Olivier Buffle , Senior Product Specialist, Thematic Equities, Pictet Asset Management

    • Gavin Haynes

      During this presentation Gavin will illustrate some of the key points to consider and pitfalls to avoid if outsourcing to a Discretionary Fund Manager. Topics covered will include the importance of independent DFM research and how to mitigate risks and ensure that you are asking your DFM the right questions on key areas such as suitability, service,  performance measurement, cost and risk management.

      Gavin Haynes , Managing Director, Whitechurch Securities Ltd

12:00-12:10

Comfort break between sessions

    • Solomon Nevins

      Investing for income can be risky in the current low interest rate environment, particularly as inflation looks set to increase. Solomon will discuss and highlight the challenges and opportunities in today’s markets.




      Solomon Nevins , CFA, Senior Investment Manager, Architas

    • Ben Conway

      Ben will illustrate the key advantages and disadvantages of investment trusts, as well dispelling a few myths surrounding them. He will demonstrate how they produce both potentially superior returns and access to asset classes that investors cannot (or should not) be accessing via open-ended funds. He will also illustrate how Hawksmoor use investment trusts in their clients’ portfolios and why their use in multi-asset portfolios has arguably never been more crucial in a world in which most financial assets are over-valued. 

      Ben Conway , Senior Fund Manager, Hawksmoor Fund Managers

    • Matthew Sharp

      The hunt for yield in a low return environment. 

      We will discuss some of the key challenges and issues (thankfully not 99!) facing investors in today’s low-growth, low-return world. In a difficult environment we are forced to think differently and we’ll share our thoughts on where we think the good returns are to be found. 

      Matthew Sharp , Managing Director, Psigma

    • Nick Watson

      Nick Watson Fund Manager with Henderson’s Multi-Asset Team, discusses the shifting investment landscape and how recent political and economic developments are shaping the team’s asset allocation decisions. He explains why income remains a crucial goal for many investors, and why it is becoming increasingly hard to obtain from traditional sources. Chris outlines how funds have been designed to suit investors’ differing attitudes to risk.

      Nick Watson , Fund Manager, Henderson Global Investors

12:45-13.35

Lunch

13:35-14:55

Session 3 and 4

In each session you will be able to register for one of these four presentations on following investment areas:

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

    • Jon Cunliffe

      Start with the end in mind and select and build portfolios to achieve a specific client goal or target. By focusing on goal and targets, you will create different plans and portfolios that will benefit your client.

      Jon Cunliffe , Chief Investment Officer, Charles Stanley

    • Charlie Morris

      Quantitative easing (QE) has ended in the United States and at some point, it must end here.

      If the Brexit negotiations turn out to be a success, the pound will surely rally; and significantly. While a stronger pound will be great for the prestige of the nation, it will be damaging for investors.

      The combination of fully valued financial markets and the pound set to soar, investors need to be ready to do an about turn. Portfolios need to focus more on domestic assets and consider currency hedging while they still can. 

      Charlie Morris , CIO, Newscape Capital Group

    • Marc-Olivier Buffle

      Preparing for the future involves identifying the structural forcesthat are likely to shape the world of tomorrow. Among other trends, our world’s steadily growing population, a GDP-driven shift in consumption patterns and growing resource-scarcity represent a formidable challenge for industries across all sectors. Because they are long-lasting, these global phenomena, which we refer to as megatrends, are giving rise to extremely interesting opportunities for investors.

      Marc-Olivier Buffle , Senior Product Specialist, Thematic Equities, Pictet Asset Management

    • Gavin Haynes

      During this presentation Gavin will illustrate some of the key points to consider and pitfalls to avoid if outsourcing to a Discretionary Fund Manager. Topics covered will include the importance of independent DFM research and how to mitigate risks and ensure that you are asking your DFM the right questions on key areas such as suitability, service,  performance measurement, cost and risk management.

      Gavin Haynes , Managing Director, Whitechurch Securities Ltd

14:10-14:20

Comfort break between sessions

    • Solomon Nevins

      Investing for income can be risky in the current low interest rate environment, particularly as inflation looks set to increase. Solomon will discuss and highlight the challenges and opportunities in today’s markets.

      Solomon Nevins , CFA, Senior Investment Manager, Architas

    • Ben Conway

      Ben will illustrate the key advantages and disadvantages of investment trusts, as well dispelling a few myths surrounding them. He will demonstrate how they produce both potentially superior returns and access to asset classes that investors cannot (or should not) be accessing via open-ended funds. He will also illustrate how Hawksmoor use investment trusts in their clients’ portfolios and why their use in multi-asset portfolios has arguably never been more crucial in a world in which most financial assets are over-valued. 

      Ben Conway , Senior Fund Manager, Hawksmoor Fund Managers

    • Matthew Sharp

      The hunt for yield in a low return environment. 

      We will discuss some of the key challenges and issues (thankfully not 99!) facing investors in today’s low-growth, low-return world. In a difficult environment we are forced to think differently and we’ll share our thoughts on where we think the good returns are to be found. 

      Matthew Sharp , Managing Director, Psigma

    • Nick Watson

      Nick Watson Fund Manager with Henderson’s Multi-Asset Team, discusses the shifting investment landscape and how recent political and economic developments are shaping the team’s asset allocation decisions. He explains why income remains a crucial goal for many investors, and why it is becoming increasingly hard to obtain from traditional sources. Chris outlines how funds have been designed to suit investors’ differing attitudes to risk.

      Nick Watson , Fund Manager, Henderson Global Investors

14:55-15:25

Networking break

15:25-15:55

Regulation post Brexit

Presented by Dorian Drew, Partner, Clifford Chance

15:55-16:20

The future of asset management

Presented by Ryan Barrows, Head of Business Development, Vanguard Group

16:20-16:40

Defaqto

16:40-17:40

Networking drinks

Opportunity to chat over the days findings with a refreshing drink

Headline

  • 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.

Principal

  • 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   

  • 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.

  • 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”

  • 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.

  • Psigma

    Launched in 2002, Psigma Investment Management is adiscretionary wealth manager. We provide tailored …

    Psigma

    Launched in 2002, Psigma Investment Management is a discretionary wealth manager. We provide tailored investment solutions to private clients, pension schemes, trusts and charities and manage over £2bn in assets*. Our established investment expertise can be accessed through either fully bespoke portfolios or a range of risk managed strategies, available through advisers.

    www.psigma.com

  • 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

  • Vanguard Asset Management

    Founded in 1976, The Vanguard Group Inc. has grown into one of the largest fund managers in the worl …

    Vanguard Asset Management

    Founded in 1976, The Vanguard Group Inc. has grown into one of the largest fund managers in the world, with $3.6 trillion in total assets under management (as at 30 June 2016). The Vanguard Group’s unique ownership structure means it is free to focus on low-costs, transparency and fairness for all clients. Vanguard has been present in Europe since 1998, opening its London office in 2009. Since that time the company has built a range of mutual funds and ETFs that bring its low-cost, high-quality ethos to investors across Europe.

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