The Bristol Golf Club

Almondsbury, Bristol

Goldman Sachs Asset Management Presentation

Getting to the CORE® of Big Data & Artificial Intelligence

Exploiting exponentially growing data and Language-Models (LMs) such as ChatGPT seem to take over the world by storm. Similarly, todays’ data availability, accelerated information processing, and the scale of technology can pave the way for an informational advantage in markets – identifying opportunities and risks faster than the market in aggregate has always been the prerequisite of successful active management. GSAM’s Quantitative Investment Strategies (QIS) team, founded in 1989, is a pioneer in applying quantitative techniques and insights from alternative data to equity investing. The team’s blend-style mutual funds historically exhibit comparably low excess return correlation to both fundamental and quantitative peers, delivering a diversifying element to investors’ existing equity allocations.

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

• Address the role of AI and alternative data in an active management context
• Demystify the merits of alternative data and its potential to generate uncorrelated alpha.

Goldman Sachs Asset Management Speaker

Scott Fan, Analyst - Quantitative Investment Strategies, Goldman Sachs Asset Management

Scott Fan is an Analyst on the Quantitative Investment Strategies client portfolio manager team covering Quantitative Equity strategies. His primary responsibilities include product and portfolio management. Scott graduated from University College London in 2022 with a Bachelors in Statistics and Economics

Legal & General Presentation

Sustainable retirement income in uncertain times

We discuss how your clients can complement their existing investment strategy and generate certainty of retirement income which is sustainable. With the continuing backdrop of a 'cost of living crisis' and market volatility the Annuity industry is changing the game and conversation for better outcomes for client goals as part of their portfolio and succession planning.

By the end of this session, delegates with have a greater understanding of:

• Managing retirement income in a varying interest rate environment
• How to adopt a blended and phased approach to retirement portfolio management to complement what
• Advisers already do and do well The impact of the budget on the retirement income of higher rate tax payers
• Divorce and pension sharing.

Legal & General Speaker

Darsh Williams, Strategic Partnerships Director, Legal & General

Darsh Williams joined Legal & General in July 2023 as Strategic Partnership Director. She has over 15 years’ experience in the Guaranteed Income industry, where she’s held key roles in Sales, Operations and Product Technical. Darsh works with existing and new intermediary strategic partners: helping to develop distribution opportunities with our range of guaranteed retirement solutions, while providing confidence and certainty for clients. Her aim is to help ensure that clients remain at the heart of what we do. Darsh believes in a holistic consultative approach to review how annuities can be used as an essential underpin for income needs in retirement.