Welcome to the Multi-Asset Masterclass 2021

17 & 18 March 2021 | Live Online


Uncertain markets, regulatory change, shifting demographics and, of course, Covid-19 and all of its consequences, the potential for a deep recession to name just one. There is no doubt the market outlook today will pose tough questions for you and your clients. That said, well-run multi-asset portfolios should be able to offer up some suitable answers.

Professional Adviser’s Multi-Asset Masterclass has been designed to help UK financial advisers gain a greater understanding of this evolving and dynamic investment sector. Expert speakers will discuss why advisers should consider directing their clients towards multi-asset solutions, citing reasons like diversification, lower volatility, income generation and cost – or perhaps for that last point we should say value.

Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.


      WHO SHOULD ATTEND?

      Professional Adviser welcomes delegates with the following job titles:

      • Advisers

       • Independent Financial Advisers

      • Investment Advisers

      • Investment Managers

      •  Financial Planners

      •  Wealth Managers

      •  Directors/CEOs of Financial Adviser Companies

      Programme

      Day 1

      -
      Welcome - Tom Ellis, editor, Professional Adviser
      -
      Keynote Address

      Dan Kemp - Morningstar

      Speaker
      -
      Break
      -
      Brooks Macdonald

      -
      The best environment for active multi-asset investing in decades - Hawksmoor Investment Management

      For those investors looking to maximize the chances of achieving inflation-beating returns in the future, we strongly believe it is time to consider an alternative approach to multi-asset investing. Against a backdrop of some of the most expensive valuations in history for equities and bonds, future returns from passive orientated multi-asset solutions (and others that rely heavily on traditional portfolio building blocks) are likely to be impaired. In this Masterclass, we’ll explain why Hawksmoor’s nimble size, investment trust expertise and willingness to embrace more esoteric assets results in truly multi-asset portfolios that can go beyond mainstream equity and bond markets in identifying value.

      Speaker

      -
      Break
      -
      Multi Asset Income: real income, time after time - Baillie Gifford

      This presentation will explain how a multi-asset income strategy can offer resilient income in real terms, even through a pandemic. The risk of high inflation has increased and Steven Hay will discuss which asset classes offer the best prospects for generating income and protecting against inflation. Security selection is the key to generating resilient income, and Steven will also provide insight as to what a great income investment looks like in different asset classes – not just for the next year or two, but over the long term.

      Speaker

      -
      Q&A with all speakers

      Day 2

      -
      Welcome - Tom Ellis
      -
      A look at recent advice trends and the focus on ESG - Defaqto

      During the session, we will examine advice trends throughout the pandemic and the availability and useability of ESG research

      Speaker
      Head of Insight and Consulting (Funds and DFM) at Defaqto
      -
      Break
      -
      How to Future Proof your Multi-Asset Portfolio Construction in 2021 - Schroders
      Speaker
      Alex Funk, CFA – Portfolio Manager and CIO at Benchmark Capital

      -
      Morningstar

      -
      Break
      -
      HSBC
      Speakers
      Head of UK Discretionary, UK Multi-Asset
      HSBC
      Portfolio Manager, UK Multi-Asset
      HSBC

      -
      Q&A with all speakers

      Contacts

      For sponsorship queries, contact:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For registration queries, contact:
      Aaron Nursimooloo
      Senior Delegate Research & Recruitment Executive
      020 7484 9777
      For marketing queries, contact:
      Elena Simmons
      Head of Events and Brand Marketing
      020 7484 9972