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  • Registrations for our flagship Next Generation Forum are now open! Only 28 places are available.
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Thursday 19th January 2023

You will receive a personal programme when you arrive at the event, which will outline your individual agenda. Following the opening Keynote, delegates will be split into four small groups, one for each of the four breakout rooms and sessions will run concurrently.  These delegate groups will be mixed up throughout the conference, whilst ensuring that each delegate attends all eight presentations. The order in which you see the managers will differ, however, by the end of the day, all of the delegates will  have seen all of the sponsoring groups. The event will conclude at 19:00 and includes time to meet the managers more informally over drinks and canapés.

Please note that the programme content is correct at time of print, however subject to change.

The order in which you will see the groups will differ for each delegate. The running order displayed here is for illustrative purposes only.

08:30 - 09:00

Registration

Location:
09:00 - 09:45

Welcome Address & Keynote

Location:

Rotation 1

09:50 - 10:30

M&G Asian Equity programme: stock picking, risk pricing and thinking like a business owner

Location:

The session will draw on David Perrett’s deep experience in Asian equity markets and showcase why a team focused coverage approach, institutional mindset and differentiated risk navigation lens make for a compelling proposition. He will explore the trade-off between stock picking and risk navigation and how the process translates into seeking long-term returns for clients. He will expand on the Continue Reading »

09:50 - 10:30

Ninety One Global Macro Alternative

Location:

While the significant reset in equity and fixed income markets over 2022 has resulted in more appealing prospective returns from here, investors still face a challenging environment from both a structural and cyclical perspective. Alex Holroyd-Jones, Portfolio Manager at Ninety One, will describe how the recently launched Global Macro Alternative Fund is well placed to navigate these challenges through the Continue Reading »

09:50 - 10:30

Redrawing the emerging markets complex

Location:

As more investors consider a standalone allocation to China – and its weighting in traditional indices continues to grow – EM ex China is emerging as its own unique asset class. What’s more, a rich pool of entrepreneurial talent, coupled with a strong demographic profile, provides compelling growth opportunities for the future. In this session, portfolio managers Zoltan Palfi and Continue Reading »

09:50 - 10:30

UK Absolute Alpha: built for today’s market

Location:

Uncertainty prevails, monetary regime change is taking place alongside an increasingly challenging economic backdrop. A difficult and volatile environment for beta but one which presents a rich hunting ground for a long/short investor. In this session, Richard Wingfield, Portfolio Manager on BlackRock’s UK Long/Short strategies, will discuss his latest market outlook, outline why he believes the next 5 years will look Continue Reading »

10:35 - 11:15

An Introduction to Schroders Sustainable Bond Fund

Location:

Introducing the framework to assess sovereigns on sustainability grounds.

10:35 - 11:15

Global Property Equities: Navigating the year ahead with durable income streams

Location:

2022 offered very few hiding places and property equities were no exception. In fact, listed real estate fared worse than most. Has this created an attractive entry point relative to historical valuations? Dependable income streams, paired with vastly improved debt structuring in the years post the Global Financial Crisis, may position REITs as favourable options in a period of cyclical Continue Reading »

  • Guy Barnard CFA Co-Head of Global Property Equities - Janus Henderson Investors
10:35 - 11:15

Is the US still the land of opportunity?

Location:

Artemis’ Adrian Brass believes we are at the tail end of an economic cycle, with the delayed impact of financial tightening about to take its toll. At the same time, major government spending programs aimed at rebuilding, reshoring or decarbonising America, are just starting to benefit sectors from infrastructure and semiconductors through to defence and utilities. This combination of great Continue Reading »

10:35 - 11:15

Sustainable opportunities in Continental Europe

Location:

How emerging regulation and public sentiment in continental Europe offer exciting long term prospects for companies that provide solutions to sustainable challenges, as well as those that are on verifiable journey of transition or balance well the needs of all stakeholders.

  • Paul Markham Portfolio Manager, Head of Global Opportunities team - Newton Investment Management
11:15 - 11:45

Coffee

Location:

Rotation 2

11:45 - 12:25

M&G Asian Equity programme: stock picking, risk pricing and thinking like a business owner

Location:

11:45 - 12:25

Ninety One Global Macro Alternative

Location:

11:45 - 12:25

Redrawing the emerging markets complex

Location:

11:45 - 12:25

UK Absolute Alpha: built for today’s market

Location:

12:25 - 13:05

An Introduction to Schroders Sustainable Bond Fund

Location:

12:25 - 13:05

Global Property Equities: Navigating the year ahead with durable income streams

Location:

  • Guy Barnard CFA Co-Head of Global Property Equities - Janus Henderson Investors
12:25 - 13:05

Is the US still the land of opportunity?

Location:

12:25 - 13:05

Sustainable opportunities in Continental Europe

Location:

  • Paul Markham Portfolio Manager, Head of Global Opportunities team - Newton Investment Management
13:05 - 14:20

Lunch

Location:

Rotation 3

14:20 - 15:00

M&G Asian Equity programme: stock picking, risk pricing and thinking like a business owner

Location:

14:20 - 15:00

Ninety One Global Macro Alternative

Location:

14:20 - 15:00

Redrawing the emerging markets complex

Location:

14:20 - 15:00

UK Absolute Alpha: built for today’s market

Location:

15:00 - 15:40

An Introduction to Schroders Sustainable Bond Fund

Location:

15:00 - 15:40

Global Property Equities: Navigating the year ahead with durable income streams

Location:

  • Guy Barnard CFA Co-Head of Global Property Equities - Janus Henderson Investors
15:00 - 15:40

Is the US still the land of opportunity?

Location:

15:00 - 15:40

Sustainable opportunities in Continental Europe

Location:

  • Paul Markham Portfolio Manager, Head of Global Opportunities team - Newton Investment Management
15:40 - 16:10

Tea

Location:

Rotation 4

16:10 - 16:50

M&G Asian Equity programme: stock picking, risk pricing and thinking like a business owner

Location:

16:10 - 16:50

Ninety One Global Macro Alternative

Location:

16:10 - 16:50

Redrawing the emerging markets complex

Location:

16:10 - 16:50

UK Absolute Alpha: built for today’s market

Location:

16:50 - 17:30

An Introduction to Schroders Sustainable Bond Fund

Location:

16:50 - 17:30

Global Property Equities: Navigating the year ahead with durable income streams

Location:

  • Guy Barnard CFA Co-Head of Global Property Equities - Janus Henderson Investors
16:50 - 17:30

Is the US still the land of opportunity?

Location:

16:50 - 17:30

Sustainable opportunities in Continental Europe

Location:

  • Paul Markham Portfolio Manager, Head of Global Opportunities team - Newton Investment Management
17:30 - 19:00

Cocktail Reception & Canapés

Location: