Our Wealth Manager Forums are back, and we would be delighted to have you join us at The Lowry Hotel, Manchester, on November 9.
We are very excited for the return of this event. While the last 18 months hardly need a recap, it is fair to say that they have put international economies in a fascinating position, and we now face the task of figuring out what comes next.
This Forum intends to make these next steps easier to navigate. A selection of influential fund managers will join us in Manchester to share their insights from the lockdown and their expectations for the years to follow. We will consider ‘the new normal’, if there is one, as well as the implications of remote working, climate change, technological improvement and more.
There will be winners and losers as we emerge from the pandemic. This Forum will shine a light on the opportunities that can be found and offer a glimpse of the economies of tomorrow. This is as good a time as any to consider new strategies, viewpoints and concepts.
Markets aside, there is another facet to this event that is particularly important, and that is the chance to see you again in person. It has been so uplifting to see people again and we expect some lively and overdue discussion, uninterrupted by pets, children or delivery drivers.
Best wishes,
Introduction
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Join us at
North West Forum
9 November 2021
The Lowry Hotel, Manchester
agenda
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Steven Chatterton
Head of Relationships –
Private Office & Wealth Manager
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Join us at
9 November 2021
North West
forum
The Lowry Hotel, Manchester
workshops
9 November 2021
Katie Gilfillan
Deputy Head of Audience Development, UK
1. Examine the current investment landscape and how recent events have affected global markets
2. Consider a variety of investment strategies from fund managers across multiple asset classes
3.Learn how to accomplish your goals under high pressure situations.
Learning Objectives
name
title and bio
workshop speakers
Click on each sponsor logo for more details
Workshops
Chris is a senior investment sales manager with primary responsibility for distribution within the wealth space focusing on private banks, stockbrokers and fund of funds; Chris initially joined LGIM as a business relationship analyst within operations in 2010 and then as a senior distribution support manager until 2015. Prior to this Chris worked at BNY Mellon as a fund accounting supervisor before transitioning to a client relationship role. Chris graduated in 2002 from Brunel University with a Honours Degree in Business with Accounting. He holds the Investment Management Certificate (IMC).
Senior Investment Sales Manager
Chris Massey
David is an Investment Sales Manager, responsible for building and developing LGIM’s intermediary relationships in the North of England. David joined LGIM in 2017 where he started in the role as Sales Executive, supporting intermediary clients across the UK. David holds a Bachelor’s degree in International Business from the University of Sussex as well as the Level 1 Investment Management Certificate (IMC).
Investment Sales Manager
David Lanaway
representatives
Aanand heads up the ETF Investments team at LGIM and is responsible for investment strategies tracked by LGIM ETFs. He joined LGIM as part of the Canvas team that was acquired from ETF Securities in March 2018. Prior to that, he worked at Barclays Capital and Goldman Sachs as a vice president within their index research and structuring groups respectively; and at University of Sussex as an assistant professor in finance. He has published papers in top academic journals and co-authored book chapters. Aanand holds a PhD in mathematical finance and a master’s in applied mathematics from the University of Reading.
Head of ETF Investment Strategies
Dr. Aanand Venkatramanan
speaker
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.3 trillion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 50 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.
* Source: LGIM internal data as at 31 December 2020. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.
company profile
Provide access to multiple long-term growth themes in a risk aware and diversified manner through a fund that leverages LGIM’s thematic investing approach.
Workshop objective
How can you gain access to long-term structural and foundational shifts; and aim to benefit from areas that are positively disrupting the way we do things; and invest in companies that are disrupting the incumbents and shaping the future?
We wanted to make it easier than ever to access these potential growth opportunities, by creating a single point of entry to a diversified, risk-balanced portfolio of companies involved in multiple long-term themes identified through expert research. By combining actively researched investment universes and actively designed thematic investment strategies with a quantitative allocation model to balance risk exposures, the Legal & General Global Thematic Fund can aim to help investors looking for long-term growth, without having to pick and choose between themes.
workshop summary
Accessing future potential growth through themes
For the best viewing experience of the workshops and to access any live interactions, please view this webpage on a desktop device.
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Business Development Director
Lisa Fanti
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Business Development, EMEA
Nick Allen
representatives
Ritchie Oriol is an Investment Strategist with Lord Abbett in London. Prior to joining the firm in 2018, he was a member of the corporate credit team at alternative credit manager CQS, responsible for developing customized portfolio solutions and communicating investment strategy to investors. Ritchie also worked at GSAM International and Neuberger Berman in various strategy and distribution roles and entered the investment management industry in 1996. He earned a BA in economics and philosophy from the University of Notre Dame and an MBA from Stanford University.
Investment Strategist, Fixed Income
Ritchie Oriol
speaker
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company profile
Understand how Lord Abbett’s holistic approach, which marries 50-years of multi-sector experience with a corporate mission of sustainability, combines support for climate stewardship with an attractive and diversified risk/reward profile.
Workshop objective
Investor focus on addressing climate change continues to increase, and reflects growing societal awareness, corporate initiative and government regulation and intervention.
The green bond market is an increasingly attractive avenue for governments and companies to secure funding for climate-oriented initiatives. However, this market is characterized by longer dated, lower coupon bonds.
For investors who want to support climate-positive endeavours without undue rate duration exposure, we believe a multi-sector approach may provide a more attractive risk/reward profile.
Lord Abbett’s expertise in multi-sector fixed income investing could provide a robust foundation for investors seeking to invest in sustainability, harnessing the potential benefits of active management through a relative value risk-aware approach.
workshop summary
A Holistic Approach to Climate Focused Fixed Income
Laura joined Baillie Gifford in September 2010 and is a Director, Intermediary Clients responsible for the North and Midlands. Prior to Baillie Gifford she worked at Norwich Union in Leeds as a Business Development Manager before moving to Close Fund Management as a Regional Sales Manager for the North and Scotland. Laura graduated in German from the University of St Andrews in 1998.
Director, Intermediary Clients
Laura Ingleby
Megan is a Client Manager in the UK Intermediaries Team. She joined Baillie Gifford in 2016 as a Client Administrator and moved to the Clients Department in 2018. 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.
Client Manager, Intermediaries
Megan Rooney
representatives
Seb joined Baillie Gifford in 2020 as a Client Director attached to our Global Income Growth strategy. He has worked in the asset management industry for 18 years, first as an equity research analyst for Barclays and Fidelity International, then as a product specialist for Fidelity and Artemis Fund Managers. Seb graduated from EDHEC (France) with a BSc in Finance and from Columbia Business School (USA) with an MBA. He is a CFA Charterholder.
Client Director
Seb Petit
speaker
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 47 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £352.4bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 81% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.
company profile
How does income growth investing compare
to traditional income investing?
How to manage a portfolio with dual objectives?
How to think of equity as a source of
income vs. other asset classes
Workshop objective
2020 was a strong reminder that a focus on long-term growth is the key to success for income investing. Seb Petit, investment specialist for the Baillie Gifford Global Income Growth strategy, will describe the criteria we look for in the companies we invest in, our approach to sustainability and where we see the biggest opportunities over the next decade.
workshop summary
Adrian joined BMO Global Asset Management in April 2020 & now leads the Northern UK Sales Team. He is personally responsible for managing relationships with intermediated clients in the Midlands & North West of England. With over 30 years in the industry some of his previous experience was gained at Threadneedle, BNY Mellon & BlackRock working in the UK, US & Europe.
Director, Regional Sales, Intermediary, UK
Adrian Sharpe
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Vice President, Regional Sales, Intermediary, UK
Mark Sharman
representatives
Gordon Happell is a Director and Portfolio Manager in the Global Small Cap Equity team. Gordon previously worked at Henderson Global Investors, specialising in Global Technology, and Kames Capital where he was a Smaller Companies Investment Manager on the UK Equity team. Gordon has a first-class honours degree in Accounting from Strathclyde University and is a CFA charterholder.
Director, Portfolio Manager, Global Small Cap
Gordon Happell
speaker
At BMO, we manage £227bn on behalf of clients from 20+ offices globally. We aim to deliver better outcomes for you and your clients by combining our capabilities and global reach. We take pride in offering clients traditional and alternative asset classes as well as solutions.
Being responsible about investment lies at the core of everything we do – it’s a central pillar of the processes we adopt and the products we offer. We are part of the BMO Financial Group – a company with 45,000 employees globally and recently named 15th in the Wall Street Journal’s first ever ranking of the 100 most sustainably managed companies in the world.
bmogam.com/intermediary
*As at 31 December 2020.
company profile
To provide an overview of BMO GAMS ‘Responsible’ UK Equity proposition.
Workshop objective
In the presentation Gordon looks at what ‘Responsible’ UK Equity means to BMO GAM. He shall discuss how BMO Gam acts with integrity, what we look for & how we manage UK Equities. Our flagship UK funds, the BMO Responsible UK Equity Fund & the Responsible UK Income Fund have an excellent long term track record having been established in 1984 & 1987 respectively & have lead the way in ‘Responsible’ investing ever since.
workshop summary
The ‘Responsible’ way to manage
UK Equities
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title
James Tomlinson
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title
Jason Anderson
representatives
Obe Ejikeme is a Fund Manager within the Cross Asset team. Obe joined Carmignac in 2014 as Quantitative Equity Analyst . He started his career in 2003 at FactSet Research Systems as a Senior Consultant. Then, he worked for seven years at Bank of America Merrill Lynch where he was Head of European Equity and Quantitative Strategy. Obe holds a Bachelor in Computer Science from the University of Hull.
Fund Manager, Analyst
Obe Ejikeme
speaker
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company profile
Obe will comment on the current macro environment. You will learn how the strategy is adjusted to the cycle, see the evolution of the cyclicality of the portfolio since its launch, and how it is positioned to deliver in the months ahead.
Workshop objective
Obe Ejikeme, Co-Manager of FP Carmignac Global Equity Compounders, will stress the importance of acknowledging both long and medium-term time horizons when investing in global equities, especially during the current unique environment. High quality growth compounders have the fundamentals to successfully navigate through time. Obe will illustrate the portfolio’s unique characteristics and why it is essential to adjust the cyclicality of the portfolio to the economic cycle, keeping quality at the heart of our stock picking. This approach mitigates risk by adjusting the portfolio to the investment cycle.
workshop summary
Global Equity Investing, Quality and Growth Through the Economic Cycle
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Regional Sales Manager
Colin Ryding
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Head of UK Advisory Sales & Strategic Partnerships
Owen Thomas
representatives
James Rutland joined Invesco in June 2020 as a Fund Manager within the Henley Investment Centre’s European Equities team.
James began his investment career in 2008 at Evercore Partners before joining Goldman Sachs as a Research Analyst within the European Industrials team in 2010. In November 2014, James joined Schroders as an Analyst in the European Business Cycle Team before becoming a Fund Manager in 2016.
James holds a BSc in Economics from University College London and is a CFA Charterholder.
Fund Manager
James Rutland
speaker
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company profile
• Outline of factors which make this cycle different to previous ones
• Overview of the structural drivers including fiscal packages and sustainable investment
• Why cyclicals and value seem to be well placed to capitalise on these short and long term drivers.
Workshop objective
Asset markets are questioning the durability of economic growth, impacting value/cyclicals to the benefit of growth/quality assets. We believe this ignores a number of near term drivers specific to this cycle that shape our differentiated view. In addition there are mid-long term supports to the economy from fiscal stimulus and sustainable investment which suggest a multi-year cycle. Such an environment would be very supportive for value and cyclical stocks in general, and specifically for those companies exposed to these structural drivers. In our view, these are also the areas of the market with greatest valuation support.
workshop summary
Cyclical considerations and the structural opportunity in European Equities
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Sustainable income and growth for the next 10 years
panellists
Ness Knight is a record-breaking explorer and endurance adventurer who became the first female in history to swim the Thames River in 2013. Ness has traversed some of the most diverse terrain in all corners of the planet, overcoming huge obstacles and extreme conditions in remote environments. Ness’ career as an adventurer began in 2012 when she quit her 9-5 and set off to stand up paddleboarded over 1000 miles down the Missouri River, completing the longest stand up paddleboard journey by any female. She continued her USA journey, swapping paddling for pedalling as she cycled 2000 miles across the USA solo, following the old Route 66. In 2013 Ness swam the Thames River from it’s source to Putney Bridge, London. She followed the swim on by running 15 marathons in 15 days, from London to Land’s End to complete a 600 mile solo duathlon. In 2016 Ness cycled across Bolivia with no money. The expedition opened her eyes to a world that so many people on our planet experience every day, one that is stripped bare of the comfort of having a safe, warm place to sleep at night with the gut-wrenching knowledge that having one meal a day is good fortune, not a given.
Ness has just completed an expedition that saw her traverse one of the most desolate, hot and inhospitable environments in the world solo; the Namib Desert region in northern Namibia.
Next she will be setting out to break a new world record, this time taking on the vast Pacific Ocean aiming to become the first female in history to row solo, non stop and unassisted across the Pacific, from North America to Australia. This means Ness won’t be setting foot on land for the 7000 miles, and 6-9 months of rowing, that lie between the two continents.
Record Breaking Female Explorer
Ness Knight
Ness Knight is a record-breaking explorer and endurance adventurer who became the first female in history to swim the Thames River in 2013. Ness has traversed some of the most diverse terrain in all corners of the planet, overcoming huge obstacles and extreme conditions in remote environments. Ness’ career as an adventurer began in 2012 when she quit her 9-5 and set off to stand up paddleboarded over 1000 miles down the Missouri River, completing the longest stand up paddleboard journey by any female. She continued her USA journey, swapping paddling for pedalling as she cycled 2000 miles across the USA solo, following the old Route 66. In 2013 Ness swam the Thames River from it’s source to Putney Bridge, London. She followed the swim on by running 15 marathons in 15 days, from London to Land’s End to complete a 600 mile solo duathlon. In 2016 Ness cycled across Bolivia with no money. The expedition opened her eyes to a world that so many people on our planet experience every day, one that is stripped bare of the comfort of having a safe, warm place to sleep at night with the gut-wrenching knowledge that having one meal a day is good fortune, not a given.
Ness has just completed an expedition that saw her traverse one of the most desolate, hot and inhospitable environments in the world solo; the Namib Desert region in northern Namibia.
Next she will be setting out to break a new world record, this time taking on the vast Pacific Ocean aiming to become the first female in history to row solo, non stop and unassisted across the Pacific, from North America to Australia. This means Ness won’t be setting foot on land for the 7000 miles, and 6-9 months of rowing, that lie between the two continents.
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Ness
Knight
Speaker
