Multi-Asset seminar

Multi-asset seminar


This online seminar puts multi-asset solutions into the spotlight and brings together some of the leading multi-asset fund managers to discuss an array of thought-leadership issues that will be affecting you and your clients. A one-stop shop for investment insight and inspiration.

Do you use multi-asset solutions for your clients? If that’s a ‘yes’, you’re not going to want to miss this event. We’re bringing together some of the best multi-asset fund managers in the industry and providing a number of thought-provoking sessions over a 2-hour online seminar. 

Full details of the line-up and information on each session can be found below.

Register today and secure your seat.

Host
Speaker Name
Danni Hewson
Speaker Job Title
Financial Analyst
Speaker Firm
AJ Bell
Session Overview

We are pleased to have new recruit Danni Hewson host her first AJ Bell Investcentre event. Danni will quiz each of our speakers after their presentations in a short Q&A session.  

About Danni

Speaker Bio

Danni joins AJ Bell after spending 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’. 

The outlook for 2021
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
AJ Bell
Session Overview

In his talk, AJ Bell Investment Director Russ Mould will look at the potential economic outlook and provide his take on what’s in store for markets and client portfolios for the second half of 2021 and beyond.

About Russ

Speaker Bio
Russ Mould’s long experience of the capital markets began in 1991 when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993, he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008. Following the acquisition of Shares' parent company, MSM Media, by AJ Bell Group, he was appointed as AJ Bell’s Investment Director in summer 2013.
Ruffer outlook: post-pandemic regime change
Speaker Name
Alexander Chartres
Speaker Job Title
Investment Director
Speaker Firm
Ruffer LLP
Session Overview

Regime change is coming for financial markets, and COVID just accelerated it. From record debts to monetary-fiscal fusion via prospects for a change of leadership in equity markets and abundant tail risks, we consider what the post-pandemic macro landscape will look like – and what investors can do to hedge and profit from the big changes coming down the track. 

About Alexander

Speaker Bio

Alex joined Ruffer in 2010 after graduating from Newcastle University with a first class Honours degree in history and politics. Alex worked closely with Clemmie Vaughan and Jonathan Ruffer for six years. In 2012, he became a member of the Chartered Institute for Securities & Investment. He specialises in geopolitics and its investment implications, with a particular focus on European and Great Power politics. He sits on Ruffer’s Institutional Team and is a co-manager of the LF Ruffer Total Return Fund

Future-proofing multi-asset solutions
Speaker Name
Andrew Keegan
Speaker Job Title
Head of Wealth EMEA, Multi-Asset Strategies & Solutions
Speaker Firm
BlackRock
Session Overview

In an ever-evolving world, it is important that your asset allocation can evolve too and, following a year like no other, managing risk will be key. In this short seminar, we will be touching on best practice for accessing and constructing portfolios. We’ll also debate whether the traditional 60:40 model is still relevant in current markets and post-COVID. 

About Andrew

Speaker Bio

Andrew is part of the BlackRock Multi-Asset Strategies & Solutions team and leads the development and management of solutions for investors across Europe, the Middle East and Africa. Andrew began his investment management career in 2006 and, prior to moving to BlackRock in 2013, was part of Merrill Lynch's Global Chief Investment Office, where his focus was on multi-asset portfolios and risk management for discretionary and advisory clients. Andrew also led the development and ongoing management of Merrill Lynch’s CIO asset allocation strategies using exchange-traded funds. Andrew graduated from University College Dublin, where his postgraduate thesis was on the topic of active versus passive investing.

How to invest today to solve tomorrow’s challenges
Speaker Name
Maria Municchi
Speaker Job Title
Fund Manager
Speaker Firm
M&G Investments
Session Overview

There are no shortages of challenges facing the world today. From the current healthcare crisis to the overarching climate crisis, governments, policymakers and investors all have a joint responsibility to act now. In this session, Fund Manager Maria Municchi discusses some of these challenges and how investors can play a part in providing sustainable solutions while fulfilling their own financial needs and aspirations. 

About Maria

Speaker Bio

Maria Municchi is Fund Manager on several of M&G’s Multi Asset Sustainable Investment strategies. Maria has been part of the Multi Asset Fund Management Team since January 2017, having initially joined M&G in 2009 as an Investment Specialist to the Multi Asset and Convertibles Teams. Before M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance, is a CFA charterholder, and has successfully completed the University of Cambridge Institute of Sustainability Leadership programme in Business Sustainability Management.

Underneath the investment process iceberg
Speaker Name
David Hood
Speaker Job Title
Head of Central Investment Solutions
Speaker Firm
Brewin Dolphin
Session Overview

In today’s market, advisers are spoilt for choice on the number of different investment solutions that they can offer their clients. On the surface, many of these look very similar, however if you look under the waterline there are various different techniques that a manager can use to improve the investor outcomes. In this session, David Hood – Brewin Dolphin’s Head of Central Investment Services – discusses the options available to investment managers and the benefits that this can offer to portfolio construction.

About David

Speaker Bio

David joined Brewin Dolphin in March 2009 as a quantitative analyst. He heads up the Investment Solutions Team which specialises in model portfolio, fund construction and risk analysis. The team manages the MPS, MI Select Manager and Voyager funds for the firm in close collaboration with the Research Team. David has a first class BSc (Hons) in computer information systems, an MSc in finance, is a CFA charterholder and holds a certificate in quantitative finance.

No. Your client
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell
Session Overview

As the march of multi-asset solutions continues and options proliferate, Kevin will round off the session with a whistle-stop tour of the multi-asset landscape, highlighting some of the pathways that are available and landmarks along the way. And just who is best placed to take clients on this journey?

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.

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