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The Citywire Wealth Manager Retreat, at least in our eyes, usually marks an important phase in the calendar. The summer is fast disappearing, autumn is on the way, and there always seems to be a renewed focus on meeting objectives for the rest of the year. While this year’s event will not take us to The Grove, and there are no chilly breezes or crunchy leaves underfoot, we still intend for an event that will sharpen minds and get you thinking about the challenges ahead. The economic situation, and indeed the political environment surrounding it is, let’s just say, interesting. As such we anticipate some engaging back-and-forth in our workshop sessions as well as some much-needed thought leadership. We also intend to look at the world beyond the immediate future. Former Speaker of the House of Commons John Bercow will be offering a unique perspective on change management and behind the scenes tales of Westminster. Andy Pag, an eco-traveller and sustainability expert, will be delivering an incredibly valuable message while also explaining how he travelled the world in a lorry powered by vegetable oil. This year we don’t have the pleasure of seeing you all face to face but we do have a huge amount to talk about. Not least because Brexit and Donald Trump, dominators of pre-pandemic welcome notes, won’t be taking any cues to politely leave the stage. But rather than divisive politics, perhaps we should finish with some positivity. We are genuinely delighted that you are joining us for this virtual retreat, and glad to be able to offer the event in a way that complies with social distancing. We’re in no doubt that this will be another truly memorable retreat. With best wishes, Ian Horne and Eleanor Mahmoud
Eleanor Mahmoud
Deputy Head of Audience Development - UK
Our events (both real and virtual), news, technology and analysis inform asset managers, investors and intermediaries around the world about the changing shape of a $75 trillion industry that channels the investments of millions of individuals, businesses and institutions. Our mission is to help everyone within asset management Make Better Investments™. We employ around 240 people with offices in London, New York, Munich, Milan, Singapore and Brighton.
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Welcome to Citywire Wealth Manager retreat 2020 virtual event This showguide is best viewed on a larger screen.
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MANAGERS
Ian Horne
Head of Audience Development - UK
About Citywire
Examine the current investment landscape and how the years events have affected global markets Consider a variety of investment strategies from fund managers across multiple asset classes Understand the opportunities and challenges involved with leading a more sustainable life and business
learning objectives
# CITYWIREVIRTUAL #CWMRETREAT
10:00 - 10:50 11:00 - 11:30 11:40 - 12:10 12:20 - 12:50 12:50 - 14:10 14:10 - 15:00 15:10 - 15:40 15:50 - 16:20 16:30 - 17:00 17:00 - 17:05
Intro and main platform SSGA - The Case for Gold: Strategic, Tactical, Practical TCW - Emerging Markets Debt as a Strategic Allocation Nuveen - Nuveen Churchill Direct Lending Corporation Break Panel Session Boston Partners - Emerging Markets: Pursuing Multiple Alpha Sources Closing Remarks
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If your company has blocked the use of Zoom, you can watch the whole event from this website. Each session will be streamed to this webpage so you won’t need to connect to Zoom to be part of the action. To ask questions throughout you can join the Zoom call or you can email in. Buttons for both of these will appear under the video streams.
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How to get the best experience of Wealth Manager Retreat Virtual 2020!
Luke Blacklee
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Global Head of Sales
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Head of UK Events Sales
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Sab Bhamra
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Thank you for joining us at Citywire Wealth Manager Virtual 2020! This digital show guide provides you with all the information you need throughout the day, so be sure to familiarise yourself with the agenda, tech tips and helpline numbers. We hope you enjoy the panel session and find the virtual workshops valuable. All feedback given is hugely appreciated, and will enable us to improve our live and virtual events year on year. If you have any questions or are having connectivity issues please do not hesitate to contact one of the Citywire team. I hope you enjoy the day!
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Thank you for coming
Steven Chatterton
Head of Relationships - Private Office and Wealth Manager
Portfolio Manager Emerging Markets Suite of Funds Boston Partners
Paul Korngiebel
Portfolio Manager, President & COO RREEF Property Trust DWS
Anne-Marie Vandenberg
Global Investment Strategists Mellon Investments
Syed Zamil & Jason Lejonvarn
Chief Executive Officer Nuveen, LLC
Ken Kencel
Executive Director and Chief Investment Officer Spectrum Asset Management
L. Phillip Jacoby, IV
Chief Gold Strategist State Street Global Advisors SPDR
George Milling-Stanley
Group Managing Director Emerging Markets TCW
David I. Robbins
Co-Head of Investments and Portfolio Manager Thornburg Investment Management
Jeffrey Klingelhofer
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Aberdeen Standard Investments Artisan Partners First Trust J.P Morgan Asset Management Royal London Asset Management Schroders
"John Bercow served as the 157th Speaker of the House of Commons, and the first since World War II to keep order in front of four Prime Ministers. John entered Parliament in 1997 as Conservative MP for Buckingham. He was appointed Shadow Chief Treasury then Work and Pensions Secretary, but resigned to support the Labour Government’s policy to allow unmarried gay and heterosexual couples to adopt. He was later asked by Ed Balls to lead a review of children and families affected by speech, language and communication needs – which resulted in millions of additional funding. John took over from Speaker Martin with a mission to “strengthen the backbenches and recognise that Parliament is more than a rubber-stamping operation for the government of the day.” He was re-elected three times. In a stream of tributes on his departure, even critics admitted that he had delivered on the original promise. Speaker Bercow built a reputation as a reformer. On one level he dispensed with knee breeches, silk stockings and buckled court shoes. More significantly he increased the use of ‘Urgent Questions’ requiring Ministers to make 685 statements on pressing issues, extended the time for PMQs, and replaced the shooting range with a nursery. He introduced Barack Obama to address both Houses of Parliament, but opposed an invitation to Donald Trump on grounds of racism and sexism."
Andy is well-known for his famous two-year trip around the world in a school bus fuelled by cooking oil: although he expected it to end in disaster, the journey was a success, which he puts down to the amazing people who he met along the way and helped him in times of need. He has contributed a lot of his time to finding ways for the world to be more sustainable and environmentally-friendly. His trips, including the school bus world tour and a trip to Timbuktu in a lorry powered by chocolate, are his way of raising awareness for his cause. His journeys have been followed by the media and shown on popular news outlets including the BBC, Sky News, India Today, Reuters, The Telegraph and The New Zealand Herald. Before he became an advocate for sustainability and environmentalism, he was a journalist and a TV producer.
Life in Parliament when Delivering Change
Rt. Hon. John Bercow, former Speaker of the House of Commons, will join us to discuss his journey to the Speakership as well as offering us his thoughts about characters in Parliament, both past and present. Additionally, he will outline what he has learnt from working to deliver change in Parliament; change in the Chamber; change across the parliamentary estate and change in reaching out to the country as a whole.
Former journalist Andy Pag tried to turn his love of overland travel green by driving around the world powered by used cooking oil scavenged along the way. To everyone's surprise, not least his, he succeeded. He shares his tales from the greasy road and his experience of managing the tensions sustainable goals create in a fossil fuel world.
Driving around the world on chip fat. - The challenges of being a "green" petrolhead
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Whilst the overall outlook for equities is uncertain, a selection of companies listed in the UK have highly attractive long term outlooks, regardless of the particularly challenging economic backdrop at present. The ASI UK Income Equity Fund is focused on high quality companies, which by virtue of their selection have the characteristics that make them resilient in market downturns yet are dialled into structural growth trends that should allow them to deliver attractive, growing income streams into the long term. The Fund benefits from the 16-strong UK Equity team at ASI, which provides full research coverage of the FTSE 350, with ESG deeply integrated into the investment analysis, enabling the identification of attractive opportunities that are under-appreciated by the market.
Exploring the dividend landscape post COVID-19, the relevance of high quality companies to income investors, and the stock specific opportunities identified by our UK equity team’s full FTSE 350 coverage.
Workshop Objective
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Investment Director Aberdeen Standard Investments
Charles Luke
Charles Luke is an Investment Director in the UK Equity Team. His responsibilities include managing the Murray Income Trust since 2006 and the ASI UK Income Equity Fund since 2016 alongside the team’s other Long Term Quality income strategies. In addition, he is also responsible for analysing the Business Support Services, Gas & Electricity, Health Equipment & Services sectors. Charles originally joined Aberdeen Asset Management in 2000. Charles started his career at Framlington Investment Management in 1998, covering UK equities.
Director of Business Development Aberdeen Standard Investments
George Moses
George Moses is an Associate Director of Business Development at Aberdeen Standard Investments. George is responsible for client relationship management and new business development in the South West region of the UK. George joined Aberdeen Asset Management in 2016 from University following a placement year working at Hargreaves Lansdown.
title company
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Aberdeen Standard Investments is dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons. We provide expertise across a breadth of markets, asset classes and investment approaches. With around 1,000 investment professionals across the world, we have operations in global financial capitals and important regional centres. This brings us closer to our clients and customers around the world, and provides invaluable knowledge and insight to share with our people. As at 31 December 2019, we manage £486.5bn (€574.2bn/US$ 644.5bn) on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.
John Bennett
John joined Aberdeen Standard Investments in July 2020 after nearly six years at BMO Global Asset Management, most recently as Head of Financial Institutions Group. John began his career in asset management in the mid-1990’s, joining Save & Prosper, which ultimately became JPMorgan Asset Management. He left JPM in 2010 and had four years with RWC Partners before joining BMO. John’s career in financial services began in the late 1980’s where he enjoyed spells at a national IFA firm and a life company.
Business Development Director Aberdeen Standard Investments
The income sweet spot: Capturing growing dividends from resilient, high quality companies
The Power of Being Digital in Volatile Markets – Two $1 Trillion Opportunities
The cloud computing phenomenon has continued at a blistering pace in 2020. As the pandemic spread hundreds of millions of workers needed to work remotely and securely. First Trust will discuss the power of being digital in volatile markets and the 2 separate and distinct, yet related, $1 Trillion opportunities in Cloud computing and Cyber Security.
• discover the power of thematic investing • explore the potential for outperformance in negative markets, citing numerous historical and current examples • understand cloud and Cyber security stocks' performance in 2020 thus far and the future of the two themes
Workshop Objectives
Senior Product Specialist First Trust
Gregg Guerin
Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing.
First Trust
Rupert Haddon
Rupert heads up sales and distribution for First Trust’s UCITS platform globally and was original team member when First Trust was founded in Europe 8 years ago. He has over 11 years’ experience working in the financial services industry and graduated with honours from the University of Leeds having read Ancient History and Classical Literature.
First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions -through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives. In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world. Today First Trust is one of the fastest growing global ETF providers and as at the end of August 2020 has$152.636 bn global assets under management and supervision.
Amit Gohil
Amit is a Senior Sales Associate at First Trust and has been with the company for 5 years handling UK ETF distribution. Previously, he has worked for Morgan Stanley within Institutional Sales & Trading on both the Exotics & ETF businesses and at Marex Trading as a Propriety Trader. Amit holds a BSC in Economics and an MSC in Investments from the University if Birmingham Business School.
Active or Passive… Why not combine the best of both?
Ruairidh Hill, Investment Specialist, will discuss the backdrop for investing in European equities in a post COVID-19 world and why fundamental research is more important than ever. He will outline how active equity capabilities in an ETF wrapper can be a powerful tool in your asset allocation and can generate meaningful outperformance with minimal tracking error and all at a very competitive cost. Finally, he will discuss the suite of active equity ETFs and their access to fundamental research, ESG integration and company engagement in a traditionally passive vehicle.
• Provide an overview of the current backdrop for investing in European equities. • Describe how we have combined the best of both active and passive investing in to a single product. • Explain where we believe there are opportunities for investors to make their ETF allocation work harder.
Investment Specialist J.P Morgan Asset Management
Ruairidh Hill
Ruairidh Hill, Vice President, is an investment specialist in the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2013, he is responsible for communicating investment performance, outlook and strategy across the spectrum of international equity strategies. Ruairidh obtained a MA (Hons) in Economics from the University of Edinburgh and is a CFA charter holder
Head of UK ETF Distribution J.P Morgan Asset Management
Edward Malcolm
Edward Malcolm, executive director, is the UK Head of ETF of Distribution and he is focused on distributing the new & innovative J.P. Morgan ETF offering to the UK market. Prior to joining, Edward worked at State Street Global Advisors for over 7 years in their SPDR ETF team. He was responsible for distributing the SPDR ETF range to UK clients and latterly headed up their UK Wealth team. Edward has also worked at JM Finn & Co where he was involved in the management of private client and ETF model portfolios. Edward received a BA Hons in Politics from the University of Newcastle.
ETF Specialist J.P Morgan Asset Management
Thomas Banks
Thomas Banks, is an ETF Specialist for J.P. Morgan Asset Management’s International ETF business, based in London. Responsibilities include coverage of the UK market with a core focus on both the global strategic relationship & intermediary client channels. Thomas has been a member of J.P Morgan Asset Management’s ETF business since its inception in 2017. His previous roles include working as part of J.P. Morgan’s wider UK mutual fund sales team. An employee since 2015, he holds a MEng in Aerospace Engineering from the University of Southampton, the Investment Management Certificate from the UK Society of Investment Professionals and is studying towards his CFA charterholder passing level I in December 17.
At J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. For over 150 years we have been helping to solve the needs of institutions, intermediaries, and individuals. We have expertise across every key asset class and investment market so we can offer the widest range of investment solutions. Whatever your investment objective, our focus is to help you achieve it.
The Future of Sterling Credit
Paola Binns will look at the Sterling Credit market, analysing how the asset class has performed during a volatile 2020. Paola will highlighting how Quantitative Easing, from the Bank of England, has distorted valuations, adding inefficiency to a market that already offered active investors exploitable opportunities. She will go on to discuss the possibility of defaults increasing across the various sectors in the UK economy, given the challenging macroeconomic environment we are now operating in due to COVID 19. She will finish by focusing on where the best investment opportunities are currently, both from a long dated and short dated Credit perspective.
Royal London Asset Management
Paola Binns
Paola is responsible for the management of corporate bond portfolios. She brings over 33 years’ experience in bond markets to RLAM, having joined in August 2007 from Credit Suisse Asset Management where she was responsible for managing sterling credit assets. Paola has developed a wide range of bond asset classes having held a number of roles specialising in European corporate bonds, government bonds and emerging market debt. Paola has an MA degree in History and Spanish Literature from Oxford University.
Head of Wholesale Royal London Asset Management
Phil Reid
Phil Reid is Head of Wholesale at RLAM. Prior to this he spent nine years at HSBC Global Asset Management where he was most recently Head of UK Wholesale. In addition Phil had responsibility for the EMEA distribution of the ETF proposition. Prior to his roles at HSBC, Phil was Sales Director at Close Asset Management and has 20 years’ experience in the financial sector.
Business development Manager Royal London Asset Management
Gary Higgs
Gary joined RLAM in March 2020 as Business Development Manager for Wholesale clients in London and the Channel Islands, having previously worked for M&G Investments since April 2012 where he held various roles within the UK Retail Sales team. He has also worked for Lloyds Bank, IFDS and graduated from Anglia Ruskin University with a First Class BA Honours in Business Management during the summer of 2011. He holds the Investment Management Certificate (IMC) from the CFA and Certificate in Financial Planning (QCF) from the CII.
Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £139 billion of assets (as at 30/06/20), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments.
Schroders Global Cities
The UK is significantly lagging other countries when looking at employees returning to the office. Covid 19 is impacting cities and sub sectors in dramatically different ways. Schroders Global Cities fund will provide an update on key trends in the real estate market, the fund’s performance and the outlook. Covid 19 is acting as a catalyst for dramatic change in the real estate markets, the pace of disruption is remarkable. It is essential to invest in assets that support the digital economy rather than analogue sub sectors that will not recover. The Global Cities, data driven, investment process is able to identify the right assets in the right markets and entered the pandemic with strong foundations. The return outlook for UK real estate is deteriorating as the pandemic continues. The team’s data indicates this is in contrast to other cities with strong returns for specific sub sectors.
Understand the importance of diversifying your real estate exposure and the disruptive forces eroding returns in traditional sub sectors like office and retail.
Co-Head of Global Real Estate Securities, Real Estate Securities Schroders
Tom Walker
Tom Walker is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London. Tom was a Deputy Head of Global Listed Real Estate at AMP Capital from 2005 to 2014, which involved being responsible for investment, team management and client relationships. He was in the Valuation, Funds Management, Advisory departments at Jones Lang LaSalle from 1999 to 2005, located in both London and Sydney. Qualifications: Graduate Diploma in Real Estate from London South Bank University; MRICS; BA in Politics from University of Newcastle Upon Tyne.
Head of Intermediary Business Development, London T: 020 7658 5769 Schroders
Samantha Gold
Samantha joined Schroders in 2000 and has held a number of key positions within the UK Retail Sales Team, including Head of Broker Liaison and Head of Business Development – Investment Trusts. In 2006, Sam moved to her current role within business development asset manager sales, with responsibility for clients in London. Samantha has 14 years of industry experience and prior to joining Schroders she was a management consultant specialising in client services and sales and responsible for blue chip client relationships.
UK Intermediary Business Development T: 020 7658 5781 Schroders
Stephen Green
Stephen Green is a UK Intermediary Business Development at Schroders, which involves managing the client relationship with predominantly London-based advisers. He joined Schroders in 2011 and is based in London. Stephen was the Head of Collective Investments (IFA and Partnership) at Aviva Investors from 2007 to 2009, which involved developing the national sales strategy for the channel. This included national key account management and development, together with all aspects of managing an effective sales team.
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals. For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty. We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business. As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
The Pursuit of Alpha
Chris Smith will discuss the team’s approach to thematic idea generation in its pursuit of attractive risk-adjusted returns. The Antero Peak Group’s approach is designed to identify inflections in multi-year trends where the team has differentiated views on industry fundamentals. Risk management is woven throughout the process—from deep, bottom-up analysis to portfolio construction in effort to deliver consistent returns that exceed the benchmark. As Chris’s presentation will demonstrate, the Antero Peak Group has generated robust near and longer-term results, while maintaining lower volatility than the broad market (as measured by the S&P 500). The team believes the quality of their returns is a direct reflection of the successful execution of their rigorous process.
This presentation will help attendees understand the team’s disciplined approach to investing. An approach that is founded on thematic idea generation and driven by fundamental research, thoughtful portfolio construction and proactive risk management.
Managing Director of Artisan Partners, founding portfolio manager of the Antero Peak Group Artisan Partners
Christopher Smith
Prior to joining Artisan Partners in October 2016, Christopher Smith was a portfolio manager at Kingdon Capital Management where he managed capital directly for Mark Kingdon. Chris spent the majority of his career at Karsch Capital Management where he was a managing director and a senior analyst. Upon Karsch Capital closing in August 2013, he was selected by Michael Karsch to create and exclusively manage Centerline Investment Partners, which he then merged into Kingdon Capital. Chris has also worked at Soros Fund Management, UBS and Credit Suisse.
Director, EMEA Distribution Artisan Partners
Pearse Monaghan
Pearse Monaghan is a director on the EMEA Distribution team at Artisan Partners. Prior to joining Artisan Partners in April 2017, Mr. Monaghan was a business development manager at Nomura Asset with responsibility for the promotion of Nomura’s product range to investors in the UK and Ireland, and worked at HSBC Global Asset Management. Mr. Monaghan holds a bachelor’s degree in business from the University of Newcastle Upon Tyne.
Managing Director, Head of EMEA Distribution Artisan Partners
Andrew Marks
Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution. He has responsibility for strategy and business development across all channels in the region, working closely with each of the firm’s autonomous investment teams. Prior to joining Artisan Partners in August 2011, Mr. Marks spent approximately 10 years with T. Rowe Price in business development roles for various territories, including the UK and Ireland, Switzerland, Southern Europe and Latin America. Mr. Marks holds a bachelor’s degree from the University of Birmingham and is a member of the UK Society of Investment Professionals. He has completed residential management courses at INSEAD Business School, France.
Artisan Partners was founded in 1994 and has always aimed to produce differentiated investment outcomes for sophisticated clients around the world by attracting highly talented investment professionals and supporting them with the tools, resources and environment they need to thrive. We provide the resources of a full-scale, global firm paired with the independence of a boutique. Each of our autonomous investment teams has the freedom to execute its own process based on its original research and creative perspectives. While our teams differ across market capitalizations, geographical regions, investment styles and product offerings, they are all highly incentivized to deliver long-term value for our clients. A range of Ireland-domiciled UCITS Funds managed by Artisan boutiques is available to investors in Europe. www.artisanpartners.com
