Agenda


Day 1

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Welcome - Tom Ellis, editor, Professional Adviser
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Keynote Address

Dan Kemp - Morningstar

Speaker
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Break
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Brooks Macdonald

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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

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Break
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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

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Q&A with all speakers

Day 2

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Welcome - Tom Ellis
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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
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Break
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How to Future Proof your Multi-Asset Portfolio Construction in 2021 - Schroders
Speaker
Alex Funk, CFA – Portfolio Manager and CIO at Benchmark Capital

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Morningstar

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

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Q&A with all speakers