WILLIAMS CONFERENCE CENTRE
12 NOVEMBER 2019

Investment F1orum

Allianz Global Investors, Merian Global Investors, M&G Investments, Schroders and BlackRock have once again joined together to host the next Investment F1orum in November 2019 at Williams Conference centre.


A selection of asset management industry experts will share their thoughts on opportunities to outperform and discuss strategies that aim to benefit your clients.

Following the presentations, you will have the chance to put your questions to our speakers during an extended Q&A panel session.

This event offers up to 2.5 hours of CPD. Please scroll down or click on the appropriate tabs at the top of the page to view the full agenda, learn more about the speakers and the location of the event.

We look forward to welcoming you to Investment F1orum on 12 November 2019.

Agenda

09:15 - 09:45 Registration and breakfast
09:45 Introduction
10:00 - 10:35 Allianz Global Investors
What’s next for the bond markets and the global economy?
Learning objectives
  • Understand the key drivers in global fixed income markets
  • Understand 4 core sources of alpha Strategic Bond funds can access to generate returns
  • Understand the role that Strategic Bond funds can play in diversifying a balanced portfolio
10:35 - 11:10 Merian Global Investors
Discovering Treasure in Emerging Markets
Learning objectives
  • Describe what an 'economic moat' for a company is
  • Understand why high returns on capital matter
  • Explain the importance of buying quality stock at the right price
11:10 - 11:45 M&G Investments
Time to act in the US
Learning objectives
  • Highlight the importance of long-term dividend growth for income seeking investors in the US
  • Share views on current market conditions
  • Discuss the importance and effects of long term compounding
11:45 - 11:55 Refreshment break
11:55 - 12:30 Schroders
Why Global Cities are important in real asset investing
Learning objectives
  • Why cities are the engines of economic growth and which cities thrive and which don’t
  • Why location analysis is fundamental to the Global Cities investment process
  • Why companies that are asset operators tend to perform more strongly than 'rent collector' models.
12:30 - 13:05 BlackRock
Income Investing: Don’t write off the UK
Learning objectives
  • Understand the opportunity set available to income investors in the UK
  • Why it’s worth investing for the long-term
  • The importance of technology in creating growth drivers
  • Why income as a strategy
13:05 - 13:40 Interactive Q&A
13:40 - 14:35 Lunch
14:35 - 16:00 Explore Williams Conference centre
16:00 Close

Speakers

Allianz Global Investors

Mike Riddell, Portfolio Manager

Read bio
Merian Global Investors

Nick Payne, Head of Emerging Markets

Read bio
M&G Investments

John Weavers, Fund Manager

Read bio
Schroders

Hugo Machin, Co-Head of Global Real Estate Securities

Read bio
BlackRock

Adam Avigdori, Portfolio Manager

Read bio

Venue

The conference will take place at Williams F1 Conference Centre.

Address: Grove, Wantage OX12 0DQ

Tel: 01235 777900

Website

Goole maps

Register


Valid first name is required.
Valid last name is required.
Valid company name is required.
Please enter a valid email address.
Please enter a valid phone number.
Please enter a valid FCA number.

Asset Managers

Allianz Global Investors is a leading active asset manager with over 790 investment professionals in 25 offices worldwide and managing more than £491 billion in assets for individuals, families and institutions.
Learn more
Merian Global Investors is a leading, independent, global asset management company. As an investment-led firm, we strive to deliver truly differentiated strategies.
Learn more
At M&G, our purpose is clear: We want to help you, and your clients, to prosper by putting your investments to work.
Learn more
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
Learn more
BlackRock helps people around the world, as well as the world’s largest institutions and governments, pursue their investing goals
Learn more