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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Investing in tomorrow’s world, for today’s clients - Brooks Macdonald

‘Thematic Investing’ identifies those long-term trends – the breakthroughs, new products and new demands – that will create the investment opportunities of the future. These trends reflect powerful themes which can span geographies and societies, capitalising on innovation driven by unmet needs, or an improvement in the way in which existing needs are currently met. In this session, we examine these themes through the lens of multi asset investing. In thinking about change, ‘disruption’ is a key aspect of thematic investing, as it seeks to take advantage of opportunities created by economic, technological and societal developments. We will discuss these developments, and how these can translate into attractive investment opportunities. There’s a compelling case for looking beyond today’s bad headlines and short-term market movements and considering how to invest in the improvements, innovations and achievements that lie ahead for the human race tomorrow, and benefit from these sources of resilient long-term portfolio growth.

Speaker
Investment Director – Multi Asset Team Head

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The best environment for active multi-asset investing in decades - Hawksmoor Fund Managers

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
Head of Fund Management
Hawksmoor Fund Managers

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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

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
Speaker
Alex Funk, CFA – Portfolio Manager and CIO at Benchmark Capital

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The Future of Multi Asset Investing - Big change and Investor Alignment

The global economy is currently undergoing a period of big change. Whether structural or cyclical, these shifts are providing a challenge not only to advisers and their clients, but also to those managing investments. So, how can advisers be confident that their multi-asset fund partner is right for these times? In this session Morningstar Investment Management’s Head of Multi-Asset, Mike Coop, discusses how to assess your fund partner and highlights some key considerations.

Speaker
Head of Multi-Asset
Morningstar Investment Management

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Break
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HSBC Multi Asset – A solution for every client

Our Multi-Asset suite of products continue to offer strong risk adjusted performance despite the recent challenging market backdrop. Our broad and diverse Multi-Asset range provides you with a complete toolkit of solutions for every one of your clients, from our low cost Managed Portfolio Service solution to our sustainable ESG-focused funds. Arthur and Camilla will discuss the challenges and opportunities presented by Multi-Asset investing and how a robust and disciplined investing framework is essential for delivering a persistent and reliable return profile.

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

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Q&A with all speakers