Multi-Asset seminar

Multi-Asset seminar

Bringing together the industry’s leading fund managers to put multi-asset solutions firmly under the spotlight with a plethora of thought-leadership issues that you’ll want to hear.

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Let's talk about Multi-Asset

Join us in Manchester or London as we bring together the UK’s leading fund managers to discuss everything multi-asset, from sharing their strategies and insight to debating the plethora of thought-leadership issues affecting you and your clients – all providing you with a wealth of investment learning opportunities. Not to mention our special guest, General Sir Mike David Jackson, who has a tale or two to tell from his illustrious career and the prospect of peace in Ukraine – it’s not to be missed!

Both seminars will commence at 12.00pm with registration, with the first session starting at 1pm prompt, and conclude with networking at approximately 4.50pm. Lunch and refreshments will be provided. Structured CPD time will be provided following the event.

You can find further information about our star-studded line up and their sessions below.

How do you register?

Hit the ‘secure your seat’ button and enter your details to complete your registration. You’ll then receive a confirmation email from our team with the necessary event details.

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Malmaison Piccadilly
Manchester
M1 1LZ
United Kingdom

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Chartered Accountants' Hall
Moorgate Place
London
EC2R 6EA
United Kingdom

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Welcome and introductions
Danni Hewson
Host
AJ Bell

About Danni

The Russia / Ukraine conflict – views from the General
General Sir Mike David Jackson
Guest speaker
Retired

Check back later for more information.

About General

The Summer of Discontent
Kevin Doran
Chief Investment Officer
AJ Bell

Time-travellers from the 1970s arriving in the modern day would be forgiven for wondering if they had ported into the future at all. Industrial disputes, inflation, political instability and divisive proxy wars in foreign lands – a recipe for uncertainty and policy concerns for investors. In this session, Kevin will take a look at the current landscape and provide some portfolio tools to combat the risks faced by politicians in the modern age.

About Kevin

Sustainable life: Helping advisers rise to the sustainability challenge
Andrew Surrey
Active Distribution Lead
Vanguard UK

Check back later for more information.

About Andrew

All-weather investing for turbulent times
Duncan MacInnes
Investment Director
Ruffer

Investors are having a tough year. A combination of COVID-induced supply chain disruptions, a shifting labour market and geopolitical events have left an already fragile financial system reeling. Caught between the rock of higher inflation and the hard place of recessionary worries, asset prices have bled lower. The prospect of successfully negotiating a path between swinging interest rate rises and uncontrolled inflation without significant collateral damage has grown less and less likely. How can we get out of this mess?

Duncan MacInnes will share Ruffer’s hard won perspective on preserving capital through turbulent markets and periods of regime-change.

About Duncan

Busting five myths about UK-biased multi-asset portfolios
Hugo Thompson
Investment Specialist
HSBC

Over the past 10 years the UK market has been a perennial underperformer, at the start of 2022 it was one of very few equity markets to deliver positive returns, so what does the future look like for the UK, and should your UK based clients have a UK bias within their portfolios.

Join Hugo Thompson, Multi Asset Investment Specialist, as he examines the reasons investors hold UK biases within Multi Asset portfolios and dissects the rationale behind each. Not all is as it seems, investors might be better off holding a more diversified exposure as old adages don’t always hold true.

About Hugo

Justin and the beanstalk – tackling the inflation giant
Justin Onuekwusi
Fund Manager
Legal and General Investment Management

This is not a fairy tale. In the real world, growth and inflation are rising from almost nothing to sky high levels. Justin Onuekwusi will seek to answer the three key questions facing financial advisers:

  • What do recent geopolitical risks mean for inflation and our portfolios more broadly?
  • Are there any magic beans for advisers when inflation is growing so rapidly?
  • If central banks continue to raise interest rates, what does this mean for advisers?

About Justin

Responsible multi-asset investing
Panel Session
Host - Alena Kosava
Brewin Dolphin & Schroders

Responsible investing is a growing sector and popular with most households now, creeping into adviser conversations and portfolios frequently. Meeting environmental, social and corporate governance criteria can be a minefield and with a never ending range of to choose from, our experts are here to help. Looking at how their firms tackle responsible investing, target opportunities and manage risk, join us for insight on how to invest for a better future and complement your existing strategy.

About Panel

Funds or MPS
Panel Session
Host - Ryan Hughes
Liontust & Timeline

In this debate our experts will discuss the pros and cons to investing in Multi-Asset Funds vs Managed Portfolio Services. They’ll address the key differences, what core strategies they each use, compare the underlying costs, address risk profiles and delve into performance during the current landscape. An insightful session to challenge your current CIP solutions. 

About Panel

Manoeuvring through volatility using Indexing and ETFs: A masterclass in diversification
Vivek Paul
Managing Director and Head of Portfolio Research
BlackRock

This year more than ever, diversification in portfolios is key to ensure the best for investor outcomes. In this discussion we will review the current macro environment and the need for diversification across equities, bonds and commodities within multi-asset portfolios. We will also then focus on the benefit of using indexing, and more specifically ETFs within MA portfolios to achieve a flexible portfolio, designed to manoeuvre through these volatile times.

About Vivek

Funds or MPS
Panel Session
Host - Ryan Hughes
LionTrust & Timeline

In this debate our experts will discuss the pros and cons to investing in Multi-Asset Funds vs Managed Portfolio Services. They’ll address the key differences, what core strategies they each use, compare the underlying costs, address risk profiles and delve into performance during the current landscape. An insightful session to challenge your current CIP solutions. 

About Panel

Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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