We are delighted to announce details of our Multi-Asset Summit to be held in Manchester and London. Join us to hear from a variety of speakers including the lang cat’s Mark Polson and Dr Richard Whittle from Manchester Metropolitan University (MMU), as well as AJ Bell’s Chief Investment Officer Kevin Doran and Investment Director Russ Mould.

Mark Polson will present the findings from his latest vertical integration research. He will look closely at multi-asset investments, charges and tactics that underpin the various pricing strategies adopted in propositions across the market.

AJ Bell's Chief Investment Officer, Kevin Doran will look at how Big Data and Artificial Intelligence have transformed the fund management industry. He will look at some of the common conventions held by the asset management industry and ask whether they can be updated for a more modern world.

Our Investment Director Russ Mould will provide a market update and look at the outlook for 2018 and beyond.

Dr Richard Whittle is Senior Research Fellow in Political Economy/Behavioural Economics at Manchester Metropolitan University and will look at whether the current point of sale disclosure regime is fit for purpose. He will present the key findings from the latest research carried out by his team.

To finish the day we’ll end with a lively debate between our Heads of Active and Passive portfolios - Ryan Hughes and Matt Brennan as they argue the case for both.

This event counts as 2.5 hours of CPD time, after which there will be a well-deserved networking lunch.

Download the full agenda

Speakers


Kevin Doran
Chief Investment Officer
AJ Bell

Intelligent Investment in the 21st Century

As the advent of Big Data and Artificial Intelligence transforms industries across the globe, we take a critical look at some of the common conventions held by the asset management industry and ask whether they can be updated for a more modern world.


Dr Richard Whittle
Senior Research Fellow in Political Economy/Behavioural Economics, MMU

Point of sale disclosure – fit or failing?

Richard has been leading a team at MMU looking at whether the current point of sale disclosure regime is fit for purpose. This work explores the influence and appropriateness of the financial documentation on savings and investment decisions. He will be presenting the findings to a parliamentary group in London during April. This session outlines some of the key findings.


Russ Mould
Investment Director
AJ Bell

Market update and the 2018 outlook

Investment Director Russ Mould looks at the key economic and market themes that could influence portfolio performance for the remainder of 2018.


Mark Polson
founder and big boss
the lang cat

Vertically challenged

If there’s one big industry theme that is guaranteed to set tongues wagging, it’s vertical integration (VI). It’s fine to sell more than one thing – but who benefits? In this session, Mark will look at the VI world, from platforms turning into asset managers all the way through to fully integrated businesses with large adviser salesforces. VI might be a force for good. Or it might be a way to punt overpriced multi-asset funds to the unwary. This session aims to uncover which of those things is true.


Ryan Hughes, Head of Active Portfolios and
Matt Brennan, Head of Passive Portfolios
AJ Bell Investments

Active or passive?

As the debate between active and passive management continues to rage, we bring together AJ Bell Investments' Heads of Active and Passive Portfolios, Ryan Hughes and Matt Brennan in a head-to-head session to argue the case for both. Two men who are madly passionate about their subject matter - who will land the knockout blow?


Contact details

Kirsty Zollinger

Events Manager
Kirsty.Zollinger@ajbell.co.uk
0161 876 2818

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