Over the two days of the event, you will be able to select from a programme of masterclass
sessions. Speakers include:
Allianz Global Investors
Speaker: Dr Wolfgang Mader, head of asset allocation strategies, risklab Masterclass summary
Risk, Reward & Opportunity – Understanding risk in a post RDR world
Financial Advisers are under ever increasing pressure from regulators, clients and the markets. With the RDR upon us in January the industry thatwe work in will undergo significant change. The spirit of the RDR is to improve the service and value offered to clients. A big part of advisers providing this improvement will also come from a better understanding of risk.
Dr Wolfgang Mader will introduce a new, multi-asset solution with a radically different approach to volatility. The Allianz RiskMaster Funds are designed to deliver a fixed, clearly defined level of risk. All backed by a unique fee promise.
Get a better understanding of investment risk
Learn why diversifying alone doesn’t work
Understand the mechanics of multi asset investing in volatile markets
Discover the shortcoming of static asset allocationsArchitas
Speaker: Mark Coles, Investment Development Director Masterclass summary
Survive & Thrive, are you ready for 2013?
In this 30-minute workshop, we invite advisers to take a moment to reflect on their views and beliefs on delivering advice and making investment recommendations. During this interactive session, Architas will revisit the key regulatory and investment themes that played out during 2012, and offer perspective on what this actually means to the end investor for 2013 and beyond.
The objective of the Architas session is to focus on you and your client, and to share our experiences and views in a post-RDR environment and some of the realities we face within the financial services market, including;
- The “battle” for margin between adviser, asset manager and platforms - The potential pitfalls of risk profiling
- The good and the bad of passive investing - The use of alternatives in a risk profiled solution
We look forward to seeing you at the Conference, and hope that you join us.
Aviva Investors
Speakers: Justin Onuekwusi, Fund Manager of Aviva Investors Multi-asset Funds and Dave Robson, IFA Investment Manager
Masterclass summary
Optimising and de-risking your business – Business owner seminar from Aviva Investors
Post RDR both client and business segmentation will be integral to the success of many financial adviser firms. There will be greater emphasis on the obligations of assessing suitability and a firm must take reasonable steps to ensure that a personal recommendation are suitable for its clients. The importance of a robust due diligence process and client suitability are more important than ever.
• What steps have you taken to de-risk your business? • Have you been able to profitably segment your client base? • What investment options will you offer your clients?
Whether you are looking to ratify your business decisions or are still on the way to finalising your business model, this seminar will give you the opportunity to debate and discuss this with fellow business owners and influencers whilst exploring different investment options.
AXA Investment Managers
Speaker: Mark Hargraves, Fund Manager, AXA Framlington European Fund Masterclass summary
2013: what’s next for Europe?
Despite a poor macro backdrop and ongoing uncertainties relating to the Euro project, European equity markets offered investors some of the best returns in 2012. In this session Mark Hargraves explores the opportunities and threats that face investors in the region in 2013. In particular, he will focus on the required actions necessary from policy makers to provide the framework for investors to gain longer term confidence in the region.
Baring Asset Management
Speaker: Andrew Cole, Fund Manager Masterclass summary
Challenges in Asset Allocation for 2013 - Baring Multi Asset Fund
On the global stage there has been significant change at both a political and economic level, seasoned investor Andrew Cole cuts through the noise to identify the real challenges investors are likely to face as we head into 2013. In an informative and thought-provoking seminar, Andrew will outline his view of the world and set out the combination of assets he believes will deliver the right risk-adjusted returns in these uncertain times.
BlackRock iShares
Speaker: Blanca Koenig, CFA, Director Masterclass summary
Structuring private client portfolios using Fixed Income products
Fixed Income products are a popular choice for stable income streams and can be an efficient way of gaining exposure to various segments of the bond market.
This session will cover the main benefits of Fixed Income products – ETFs, index funds and active funds – and show examples of how they can be used in multi-asset class portfolios. Further, you will learn how passive Fixed Income products are traded and the costs associated with this. The trading of passive products will be compared to the trading of active single bonds, and suggestions provided around when each can be beneficial to a portfolio.
Join BlackRock’s Fixed Income strategist, Blanca Koenig, and Pollyanna Rhodes, Head of iShares UK Retail, for an interactive session about passive Fixed Income products. They will demonstrate and discuss with you how passive funds can become a valuable part in your client’s portfolios.
Cazenove Capital Management
Speaker: Matt Hudson, Fund Manager Masterclass summary
Income powered by capital: Cazenove UK Equity Income Fund
The economic crisis in Europe has diminished investors’ risk appetite. However, UK corporate profitability remains robust and investors are being compensated for risk with attractive real yields and an improving stream of dividends. Matt Hudson, Citywire AA rated manager of the Cazenove UK Equity Income Fund, believes that many opportunities lie among the less exciting and more lowly rated parts of the market. Matt will explain how he aims to deliver income for investors with a focus on preserving capital.
Meeting the income challenge for 2013 and beyond
In a low interest-rate environment, it is hard to see how the traditional allocations common among corporate and strategic bond funds can achieve the level of income to which your investors have become accustomed. In the past, a heavy domestic emphasis has paid off, but this approach now looks less attractive as so called ‘safe-haven’ government bonds are likely to hamper income, especially when the corrosive effect of UK inflation is taken into account.
Using his 18 years of experience, David Zahn will share with you his views on why he believes it is essential for strategic bond funds to take a more diversified approach and allocate across a far broader range of fixed income asset classes in their search for real returns.
Investec Asset Management
Speaker: John Stopford, Co-Head of Fixed Income & Currency Masterclass summary
Solving the Income Problem
A regular and sustainable income stream is a key requirement for many UK investors but with base rates likely to stay low for some time and inflation stubbornly above the rates that many investors can earn through traditional income sources, many private investors are struggling to generate sufficient income to maintain their standard of living.
However, there are still attractive income opportunities available across a number of asset classes including higher-yielding corporate bonds, emerging markets debt and equities. During his Masterclass, John Stopford, Investec Asset Management's Co-Head of Fixed Income and Portfolio Manager of the Investec Diversified Income Fund will discuss how a risk-managed multi-asset investment approach, blending the best income opportunities from across the globe, has the potential to generate attractive, sustainable yield and could be the ideal income solution for your clients.
Speakers: Gary Dale, Head of Intermediary Sales Masterclass summary
Structured Products – ignorance isn’t bliss
Whether a fan or sceptic, Structured Products are here to stay and used in the right way, many of these pay-offs can be applied to client portfolios in ways that traditional investments simply can’t. They have earned their right to be a permanent part of the investment landscape, evidenced of course by their inclusion within RDR for independent advisers to research and consider. From yield enhancement to natural hedging, defined returns to capital protection, their ability to add value when used efficiently, is the real benefit behind these often misunderstood alternative investments. Risk management in any portfolio at any time is key and the ability to define returns whilst at the same time manage portfolio risk will prove a useful addition to the investment options for wealth managers over the next few years and beyond.
James Hay
Speaker: Neil MacGillivray, Head of Technical Support Masterclass summary
7 planning opportunities with pension contributions you may not have considered. Clients marginal rate of tax, may be much higher than they think.
The impact of tax relief on pension contributions and comparison with other tax wrappers. Future tax trends.
Need to act now as some of the opportunities come to an end this tax year.
JP Morgan Asset Management
Speaker: Stuart Podmore, Head of Strategic Alliances Sales Masterclass summary
IncomeIntelligence: The more intelligent way to look at income
Income has always been a key theme for financial advisers, but in today’s low interest rate environment it is perhaps more central than ever before. In this session, Stuart Podmore, head of Strategic Alliances Sales at J.P. Morgan Asset Management, demonstrates how our new IncomeIntelligence website can help you keep up to date with the latest developments in income investing.
Stuart’s highly informative and interactive presentation will show you how to make the most of the website and the income tools embedded within it, including several relevant case studies, client-friendly guides and a retirement planning calculator. Stuart will also take a look at how J.P. Morgan’s Guide to the Markets charts can help advisers explain income-related market events and data to their income-seeking clients.
Kames Capital
Speaker:Stephen Snowden, Investment Manager, Fixed Income Masterclass summary
Passive or performance – why choose active corporate bond management?
At Kames Capital, we understand the rise in demand for index-tracked corporate bond funds. However, there are difficulties in managing passive bond funds, and we strongly believe in our case for active bond management. Come and hear Morningstar-rated Stephen Snowden explain why active bond management truly does add value.
Liontrust
Speaker: Jan Luthman, Co-head of the Liontrust Macro team Masterclass summary
The real long-term drivers of equity markets
The world is undergoing a huge redistribution of economic power between high cost and low cost countries. In the long term, it seems likely that we will see a major expansion of the global economy but, right now, stock markets are grappling with the complex feedback loops that are being thrown up - how will
corporations respond to the seismic shifts underway, how will societies respond, how will politicians respond and how might this feed back to corporate strategies and investment markets. In the long term, new industries will emerge and new jobs will be created but, in the meantime, what will happen to jobs and wages in high cost countries and how will their governments respond? In the short to medium term, it is easy to be gloomy about the economic prospects for high cost economies such as the UK, but large companies have the world in which to play and investors are free to invest in those they think most likely to succeed. Jan Luthman will discuss how to identify the likely investment winners and losers as the huge shift in economic power continues.
Old Mutual Asset Managers
Speaker: Stephen Message, Fund ManagerMasterclass summary Masterclass Summary
The Wider Search for UK Equity Income
Stephen Message, manager of the Old Mutual Equity Income Fund will discuss why he finds income opportunities in many medium sized companies more compelling when providing greater distribution
of income and dividend growth prospects.
The fund is managed with a total return approach, emphasising both a meaningful level of income and capital growth. However you can discover why having this flexibility to invest across the market spectrum can help deliver a meaningful level of income, from a diverse range of businesses, whilst at the same time aiming to take advantage of the many longer term growth opportunities.
Pictet
Speaker: Sam Perry, Senior Investment Manager Masterclass summary
Japanese equities are cheap – so why does no-one want to buy them?
Sam will be exploring why he sees Japan as an attractive investable opportunity.
Sarasin & Partners
Speaker: Sam Jeffries, Oliver Tucker and Lucy Empson. Sarasin Third Party Funds Team Masterclass summary
Eight mistakes fund selectors make and why despite the challenge we should not give up on active management.
Many advisers have been affected by the wider industry’s misunderstanding of complex products and even those with a good record of avoiding the pitfalls have not perhaps had the performance they would have liked. In hindsight these mistakes seem obvious but often they are not. This seminar will give the opportunity discuss the main traps and pitfalls in order to inspire conviction in active management again and will discuss the main points of focus in Sarasin’s research process.
Masterclass summary
Goals-Based Investing – Help clients stay invested
Market events since the 2008 global financial crisis have taken a terrible toll on confidence and undermined many investors’ trust in their advisers and their willingness to adhere to even a well-designed investment strategy.
Nearly every adviser knows that clients, despite understanding the importance of sticking to a disciplined strategy, can often be their own worst enemies and make irrational decisions that will negatively impact their wealth or jeopardise their goals by insisting on buying the latest hot stock at a high price or abandoning a well-designed investment plan due to volatility.
Join SEI to hear how financial advisers can differentiate themselves from the crowd and improve their own potential for long-term success whilst delivering a consistent investment solution that helps clients focus on what really matters; staying on track to meet their goals.
Seven Investment Management
Speaker: Tom Sheridan, Chief Executive Officer Masterclass summary
Outlook for 2013
As we enter 2013, the investment world is attempting to divine what the next instalment of the great de-leveraging of the West will bring.
• Will we ‘do a Japan’, or will we have high inflation? • How will Europe evolve?
• Will China return to higher growth rates, or suffer a banking crisis of its own? • How much more money will central banks print?
• Can politicians make the difficult decisions needed to get budgets back in balance?
7IM will share their views on these issues, and the likely impact on asset classes. Come and participate!
