Bristol Programme

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Registration & Welcome Refreshments
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Welcome and Introduction

Conference chair: John Lappin, Freelance Journalist, Editor and Consultant

Speaker
Freelance Journalist, Editor and Consultant
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Keynote Address

Multi-asset: the final frontier? Confronting the myth that the 60/40 investment portfolio is past its sell-by date

It has become very fashionable to deride the bog standard 60/40 investment portfolio which, after all, has been the bedrock of most pension funds and client portfolios for decades. We will look to explore the long-term success of a balanced approach to investment and discuss in greater detail the wide variety of 60/40 portfolios on offer. Finally, we will discuss the importance of understanding the factors that influence the customer journey and how this is reflected in client portfolios.

Speaker
CIO
Embark Group
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Momentum Global Investment Management

Diversifying your Diversifiers

Are we entering a period of longer felt inflation? How can we lessen the impact for investors relying on income generation from their capital as living costs increase?

Investing wider and increasing diversification has become of paramount importance in more recent times.

Gone are the days when a balanced portfolio of 60% equities and 40% bonds can give provide inflation beating returns.

With increased equity volatility, bonds challenged to perform and increased positive correlation it is important to look wider than the traditional to both enhance long term returns and manage risk and control volatility on the investment journey for clients.

By the end of this session, delegates will be able to:

  • Summarise the challenge of inflation, drivers and impact
  • Explain the importance of investment style as part of diversification
  • Identify wider investment opportunities
  • Define a framework for creating a highly diversified portfolio
Speaker
Head of Business Development, Marketing and Distribution
Momentum Global Investment Management
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Vanguard

Vanguard SustainableLife: Helping advisers rise to the sustainability challenge

It can be a challenge to build sustainability into a client’s portfolio whilst also maintaining balance and achieving low cost. Join us to find out why Vanguard works with Wellington, a leader in sustainable investing, and who we have worked with since 1975, to deliver the Vanguard SustainableLife fund range. Our new range of active multi-asset funds maintains a balanced and low-cost approach to investing whilst achieving four pillars of sustainability including a commitment to science-based net-zero goals.

Speaker
Active Distribution Lead
Vanguard UK
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Q&A with Momentum Global Investment Management & Vanguard

Chair: John Lappin, Freelance Journalist, Editor and Consultant

Speakers
Freelance Journalist, Editor and Consultant
Head of Business Development, Marketing and Distribution
Momentum Global Investment Management
Active Distribution Lead
Vanguard UK
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Networking Break
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Morningstar Investment Management
Session information to be announced
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Pictet Asset Management
Why an active multi-asset approach for emerging markets?
The opportunity set in emerging markets is vast and complex. An emerging markets multi asset fund offers investors exposure to emerging market growth opportunities without the complexity of choosing how, when and where to best allocate within emerging markets.

By the end of this session, delegates will be able to:
  • Explain how the dispersion of returns in EMs provides active investors with the opportunity to add value
  • Discuss improving diversification within a portfolio by investing across the EM capital structure and fully utilising the range of investment tools available
  • Identify opportunities across emerging markets while controlling the risk
Speaker
Multi Asset Analyst
Pictet Asset Management
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Orbis Investments

Risk in the real world

We have long worried about the risks facing investors in traditional stock and bond allocations. After years of trending markets and crowded trades, 2022 has posed many big macro questions. Now, these trends of past decades have begun to turn like boomerangs. Amid heightened volatility, the case for active, contrarian investing has rarely looked more necessary. Valuation gaps within markets remain wide, creating ample opportunities for bottom-up investors. Using examples from the Orbis Global Balanced Fund, we will discuss some of the attractive opportunities

Speaker
Investment Counsellor
Orbis Investments
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Q&A with Morningstar Investment Management, Pictet Asset Management & Orbis Investments

Chair: John Lappin, Freelance Journalist, Editor and Consultant

Speakers
Freelance Journalist, Editor and Consultant
Multi Asset Analyst
Pictet Asset Management
Investment Counsellor
Orbis Investments
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Lunch and Networking

Bristol Venue

Leigh Court

Wednesday 21st September 2022

Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol, BS8 3RA

There is free parking at Leigh Court.