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.

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.

Select your location

Malmaison Piccadilly
Manchester
M1 1LZ
United Kingdom

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

Welcome and introductions
Speaker Name
Danni Hewson
Speaker Job Title
Host
Speaker Firm
AJ Bell
Session Overview

About Danni

Speaker Bio

Danni spent more than 19 years at the BBC, presenting and reporting on business news across a variety of programmes – including BBC Breakfast, BBC News Channel, BBC Look North and latterly Radio 5 Live’s flagship business programme ‘Wake up to Money’. She is now responsible for producing analysis and commentary across a broad range of subjects at AJ Bell, from financial markets to economics and personal finance.

The Russia / Ukraine conflict – views from the General
Speaker Name
General Sir Mike David Jackson
Speaker Job Title
Guest speaker
Speaker Firm
Retired
Session Overview

Check back later for more information.

About General

Speaker Bio

General Sir Mike David Jackson served as Chief of the General Staff and Head of the Army until 2006. He commanded the British in Iraq, UN forces in Kosovo and peacekeeping missions in Bosnia. Jackson was originally commissioned into the Intelligence Corps, specialising in the threat from the Soviet Union. He transferred to the Parachute Regiment and was on duty in Northern Ireland on what became known as Bloody Sunday.

In the 90s, Jackson served as deputy to NATO Supreme Allied Commander Europe, General Wesley Clark. He famously refused Clark’s order to block the runway at Pristina airport, telling him "I won’t start World War III for you." Had he complied, British and Russian troops might well have come into armed conflict.

In the wake of the Iraq invasion, it was Jackson who ordered an inquiry into images released by the Daily Mirror depicting alleged torture of Iraqi prisoners by British soldiers. The Mirror's editor Piers Morgan was later fired, after the pictures were shown to be a hoax.

Sir Mike remains extremely proud of his soldiers’ record, whilst critical of Donald Rumsfeld’s original post-conflict strategy. He has also questioned the Ministry of Defence's understanding of the ethos of the armed forces, and the debt they are owed by Government. In presentations Sir Mike argues that every leader must be flexible and ruthless about overheads. He or she must mark out the objective, work out the resources required to get there and then get on with it. Humans do not form into efficient teams without being led; the tighter the budget, the more the leader must communicate, maintain resolve and keep morale high.

The Summer of Discontent
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell
Session Overview

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

Speaker Bio

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017, he joined AJ Bell Investments as Managing Director and CIO.

Sustainable life: Helping advisers rise to the sustainability challenge
Speaker Name
Andrew Surrey
Speaker Job Title
Active Distribution Lead
Speaker Firm
Vanguard UK
Session Overview

Check back later for more information.

About Andrew

Speaker Bio

Andrew Surrey is responsible for the delivery of insight into, and market knowledge of, Vanguard’s low-cost active funds. He also develops messaging and presentations that build on Vanguard's research and thought leadership capabilities. Before joining Vanguard in April 2014, Andrew held senior management positions within wealth management, custodial and fund management groups. He has a BA in Politics and Economics from the University of Newcastle-upon-Tyne and is a Fellow of the Royal Society of Arts.

All-weather investing for turbulent times
Speaker Name
Duncan MacInnes
Speaker Job Title
Investment Director
Speaker Firm
Ruffer
Session Overview

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

Speaker Bio

Duncan joined Ruffer in 2012. He graduated from the University of Glasgow School of Law in 2007 and spent four years working at Barclays in Glasgow, London and Singapore. He is a CFA Charterholder and co-manager of two of Ruffer's flagship funds.

Busting five myths about UK-biased multi-asset portfolios
Speaker Name
Hugo Thompson
Speaker Job Title
Investment Specialist
Speaker Firm
HSBC
Session Overview

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

Speaker Bio

Hugo Thompson is an Investment Specialist in the UK Multi-Asset Team within HSBC Asset Management in London and has been working in the financial industry since 2016 after joining HSBC’s Global Graduate Scheme. He currently focuses on providing investment solutions for the wholesale client segment including low cost, core and sustainable solutions. Hugo holds a BA Politics, Philosophy and Economics from The University of York. Hugo is a CFA Charterholder.

Justin and the beanstalk – tackling the inflation giant
Speaker Name
Justin Onuekwusi
Speaker Job Title
Fund Manager
Speaker Firm
Legal and General Investment Management
Session Overview

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

Speaker Bio

Justin is the Head of Retail Investments, EMEA at Legal & General Investment Management (LGIM). He develops and leads LGIM’s Retail Investments business working with fund managers, Distribution, and Product supporting improved performance, investment capability, external credibility and asset growth. He is also a fund manager and Head of Retail Multi-Asset Funds, part of a team managing over £60 billion for pension schemes and savers globally. He leads on the management of the award-winning Multi-Index Funds.

Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA Charterholder and holds a degree in Economics from the University of Warwick and the Investment Management Certificate.

A member of LGIM’s Global Diversity Leadership Council, Justin co-chairs the Legal & General Inclusion Team (LEGIT), which aims to create a culture supporting LGIM through networks and events. Externally, Justin is an adviser to the board of City Hive Ltd, which focuses on driving diversity within asset management. In addition, he sits on the steerco of the industry-wide Diversity Project and is co-founder #TalkAboutBlack, a movement which focuses on creating more senior black corporate leaders. In addition, Justin featured on the 2019, 2020 and 2021 EMpower Senior Executive Leaders List, was a winner of the Invest in Ethnicity Awards Future Leaders Award in 2018, was a finalist in the 2019 Black British Business Awards and in 2020 was awarded the honour of the Freedom of the City of London.

Responsible multi-asset investing
Speaker Name
Panel Session
Speaker Job Title
Host - Alena Kosava
Speaker Firm
Brewin Dolphin & Schroders
Session Overview

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

Speaker Bio

Ben Popatlal, Multi-Asset strategist – Schroders

Ben joined Schroders in 2013 and leads the cross-asset sustainability research group of the Strategic Investment Group Multi-Asset (SIGMA). Ben is responsible for coordinating strategic partners in Europe, Asia and the Americas. He develops portfolio analysis, provides training, and co-authors thought leadership and research projects for strategic partners. A CFA Charterholder and certified Financial Risk Manager (FRM) Ben has a BSc in Financial Economics with Econometrics from the University of Kent.

Tom Buffham, Portfolio Analyst, Brewin Dolphin

As chairman of Brewin Dolphin’s Sustainable Investment Advisory Group, Tom is responsible for developing the framework for Brewin Dolphin’s sustainable products and coordinating the stewardship and engagement initiatives.

The centralised investment solutions team that Tom is part of manage over £6bn in discretionary client assets.

Prior to this Tom held roles as a fund manager with Octopus Investments and a senior investment analyst at Aviva Investors. He holds a master’s degree in physics from the University of Warwick and is a CFA charter holder.

Funds or MPS
Speaker Name
Panel Session
Speaker Job Title
Host - Ryan Hughes
Speaker Firm
Liontust & Timeline
Session Overview

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

Speaker Bio

John Husslebee, Head of Multi-Asset team - LionTrust 

John Husselbee is Head of the six-strong Multi-Asset team at Liontrust. He is a fund manager and analyst with 35 years’ experience managing multi-asset, multi-manager funds and portfolios. John leads the investment team managing a range of target risk funds and portfolios as well as specialist managed investment solutions. 
Before joining Liontrust in 2013, John was a co-founder and CIO of North Investment Partners, a specialist investment boutique providing bespoke outsourced managed solutions working in partnership with financial advisers. Prior to co-founding North in 2005, he was Director of Multi-Manager Investments at Henderson Global Investors, joining in 1996.
John began his investment career at NM Rothschild & Sons in 1985 and gained his initial investment experience working in the private client investment team. He has served for many years in an oversight capacity on investment committees for charities and financial advisers. Outside of work, he is a keen golfer and a season ticket holder at Tottenham Hotspur FC.
 

Laurentius van den Worm, Investment Specialist – Timeline

Laurentius van den Worm is an investment strategist that oversees the fund research and selection, asset allocation and portfolio construction functions in collaboration with the CIO.
Laurentius has seven years of experience in the South African investment markets.  In his previous role, he served as an investment analyst and financial consultant in the wealth management industry in South Africa, where he gained experience in various financial activities, including portfolio management, investment research, financial analysis, and wealth management.
Laurentius holds a Bachelor of Commerce degree in Investment Management and a post-graduate diploma in financial planning from Stellenbosch University. He Obtained his CFP® designation in South Africa in 2017 and is currently a CFA Level 3 candidate.
 

Manoeuvring through volatility using Indexing and ETFs: A masterclass in diversification
Speaker Name
Vivek Paul
Speaker Job Title
Managing Director and Head of Portfolio Research
Speaker Firm
BlackRock
Session Overview

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

Speaker Bio

Vivek Paul, FIA, Managing Director, is Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute (BII). The BII leverages BlackRock's expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help clients and portfolio managers navigate financial markets.

Mr Paul leads BII's Portfolio Research group, which is responsible for developing the core principles and intellectual property that underpin BlackRock's approach to portfolio design, such as capital market assumptions and optimization tools. Mr Paul is part of BII's Global Leadership Team.

Prior to joining BlackRock in 2013, Mr Paul worked at Towers Watson as an investment consultant, where he specialized in advising pension funds and corporate clients on liability hedging derivative arrangements, financial modelling and investment strategy. He began his career at Hewitt Associates in 2005.

Mr Paul earned an MMath degree in Mathematics from the University of Warwick in 2005, with first class honours. He earned an MSc in Actuarial Finance from Imperial College, London, in 2008 and is a Fellow of the Institute of Actuaries.

Funds or MPS
Speaker Name
Panel Session
Speaker Job Title
Host - Ryan Hughes
Speaker Firm
LionTrust & Timeline
Session Overview

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

Speaker Bio

James Klempster, Deputy Head of the Liontrust Multi-Asset team – Liontrust 

James Klempster is Deputy Head of Multi-Asset at Liontrust. He is a fund manager and analyst with 17 years’ investment management experience, of which the past 14 have been focused on managing multi-asset, multi-manager funds and portfolios. James supports John Husselbee in leading the Multi-Asset investment team and works with team members in managing target risk funds and portfolios as well as specialist managed investment solutions.
Before joining Liontrust, James was Director of Investment Management at Momentum Global Investment Management, where he led Momentum’s global investment team and solutions strategy for a global client list including institutional and retail clients. Prior to that, James worked for Avebury Asset Management where he managed global bond portfolios for institutional clients.
James began his investment career at NW Brown Investment Management in 2004 and gained experience in managing UK equity portfolios. James holds a BA (Hons) in Jurisprudence from the University of Oxford and is a CFA Charterholder. 
In his spare time, James enjoys travel and spending time with his young family.
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Laurentius van den Worm, Investment Specialist – Timeline

Laurentius van den Worm is an investment strategist that oversees the fund research and selection, asset allocation and portfolio construction functions in collaboration with the CIO.
Laurentius has seven years of experience in the South African investment markets.  In his previous role, he served as an investment analyst and financial consultant in the wealth management industry in South Africa, where he gained experience in various financial activities, including portfolio management, investment research, financial analysis, and wealth management.
Laurentius holds a Bachelor of Commerce degree in Investment Management and a post-graduate diploma in financial planning from Stellenbosch University. He Obtained his CFP® designation in South Africa in 2017 and is currently a CFA Level 3 candidate.

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