Investment Conference

Wednesday 20th November 2019, Rudding Park

Welcome


The sixth RSMR Conference, Dinner and Awards will be held on Wednesday 20th November 2019 at Rudding Park, near Harrogate.

The conference features a series of presentations and panel debates, with leading fund managers sharing their views on the big issues facing investors today. These will be open and honest, topical and informative.

In the evening, we hold our networking dinner during which we will announce the winners of the 'R Awards'. These awards recognise those fund managers and fund groups that are most valued by our adviser community, having achieved consistent superior results on behalf of investors.

The conference is free to advisers and qualifies for 3 hours and 45 minutes of structured CPD learning.

Agenda


Time Description
12:00 Registration and light lunch
13:00 Welcome address by Ken Rayner
13:15 Remarks & Overview by Dominic O'Connell
13:30 Around the world in 80 minutes
Macro presentations to set the scene for the panel discussions with 4 fund groups covering the key global investment regions
Simon Edelsten | Artemis
Colin Morton | Franklin Templeton
Justin Onuekwusi | Legal & General Investment Management
Andrew Stobart | Baillie Gifford
14:50 Break
15:10 Panel discussion 1
How to generate sustainable income?
Chris Forgan | Fidelity International
Georgina Taylor | Invesco
David Lewis | Jupiter Asset Management
Ajay Dayal | Legg Mason Global Asset Management
15:50 Panel discussion 2
Ethical/SRI/ESG - the millennial fad
Lesley Duncan | Aberdeen Standard Investments
Eugenie Mathieu | Aviva Investors
Simon Bond | Columbia Threadneedle Investments
Veronique Chapplow | M&G Investments
16:30 Break
16:40 Panel discussion 3
Your take on the last 5 years & what's to come?
Hannah Johnson | BlackRock
David Copsey | Goldman Sachs
Alastair Mundy | Investec Asset Management
Rupert Rucker | Schroders
17:20 Panel discussion 4
How to deal with the modern world of populism
Philip Shucksmith | BNY Mellon
Dean Cheeseman | Janus Henderson Investors
Hugh Gimber | J.P. Morgan Asset Management
Laurence Taylor | T. Rowe Price
18:00 Close and networking drinks
19:00 Dinner
23:00 Carriages

These sessions are subject to change.

Speakers


Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Moderator

Dominic O'Connell

Our moderator for the day is Dominic O'Connell. Dominic is the business presenter of the Radio 4 Today Programme. He was formerly Business Editor of The Sunday Times, since 2010, and joined the paper in 2001. Before that, he was part of the launch team of Sunday Business. Under his editorship, the paper broke a series of big business stories including the news of BHS's pending administration, and previously the Pfizer bid for Astra Zeneca, the largest ever attempted takeover of a British company. As well as his role on the Today Programme, Dominic also appears regularly on Business Live on BBC World News and the News Channel, on World Service Radio business output, and contributes to the online business pages.

Panel Topics

Around the world in 80 minutes
Macro presentations to set the scene for the panel discussions with 4 fund groups covering the key global investment regions

Artemis | Simon Edelsten - Global equities
Franklin Templeton | Colin Morton - UK
Legal & General Investment Management | Justin Onuekwusi - Developed markets - US, Europe and Japan (ex UK)
Baillie Gifford | Andrew Stobart - Asia and emerging markets (ex Japan)

How to generate sustainable income?

Fidelity International | Chris Forgan
Invesco | Georgina Taylor
Jupiter Asset Management | David Lewis
Legg Mason Global Asset Management | Ajay Dayal

Ethical/SRI/ESG - the millennial fad

Aberdeen Standard Investments | Lesley Duncan
Aviva Investors | Eugenie Mathieu
Columbia Threadneedle Investments | Simon Bond
M&G Investments | Veronique Chapplow

Your take on the last 5 years & what's to come?

BlackRock | Hannah Johnson
Goldman Sachs | David Copsey
Investec Asset Management | Alastair Mundy
Schroders | Rupert Rucker

How to deal with the modern world of populism

BNY Mellon | Philip Shucksmith
Janus Henderson Investors | Dean Cheeseman
J.P. Morgan Asset Management | Hugh Gimber
T. Rowe Price | Laurence Taylor

Registration







Venue


The conference will take place at Rudding Park Hotel, Harrogate.

Rudding Park Hotel
Rudding Lane
Follifoot
Harrogate
HG3 1JH
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The dress code for the conference and dinner is "business attire".

Accommodation


There are a limited number of rooms being held at each of the following hotels, so early booking is advised.


Hotel du Vin Harrogate (approx. 3.8 miles from Rudding Park)

Prospect Place, Harrogate HG1 1LB

Harrogate is now extremely busy on 20th November so early booking is advised – please contact paula@pyramidnorth.co.uk if you would like assistance with booking a hotel.

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Country Living St George (approx. 3.9 miles from Rudding Park)

Harrogate HG1 2SY

  • £95 bed and breakfast – standard double room for single occupancy (car parking available if required - £10)

To book – please call Paula 01772 748064 or email paula@pyramidnorth.co.uk and quote "RSMR".

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Old Swan Hotel

Swan Road, Harrogate HG1 2SR

  • £140 bed and breakfast - double room for single occupancy
  • £180 bed and breakfast - suite for single occupancy

To book – please call Paula 01772 748064 or email paula@pyramidnorth.co.uk and quote "RSMR".

View on Google Maps