Back by popular demand, on behalf of Blackrock, JO Hambro Capital Management, Kames Capital and Merian Global Investors, I am delighted to invite you to the next “Meet The Manager Investment Seminar”.
This will take place at the Westbury Hotel on Wednesday 25th March. Please note that as per previous events, we are in the process of requesting LIA and IOB Accreditation. We do hope you can attend. Please also extend this invite to any of your colleagues who you think may be interested.
11:00am: Coffee and Registration
11:15am: Presentation 1
11:45am: Presentation 2
12:15pm: Coffee Break
12:20pm: Presentation 3
12:50pm: Presentation 4
- John Ricciardi (Merian Global Investors): Turning global data into investment insight.
Global macro drives market returns, and it makes sense for investors to adjust their asset allocation to equities or bonds as the economy turns up or turns down. To forecast macro successfully requires a clear, sustainable and rigorous process, based on sensible data, and with models that have been developed and refined over many years. A flexible approach to asset allocation is needed, rather than one chained within static boundaries under all economic conditions. By buying stocks directly, rather than via ETFs, an ESG approach can be adopted.
- Courtney O’Shea (Blackrock): The circular economy – redesigning our planet’s future.
Courtney will discuss what is meant by the Circular Economy and how we transition from a linear model to one that is regenerative by design highlighting the short and long term drivers behind this theme and how as investors we can position for the future. Courtney O’Shea, is responsible for product strategist functions for the Natural Resources Equity and Thematic products and joined BlackRock in 2016 as part of the graduate analyst programme.
- Mark Peden (Kames Capital): Kames Global Equity Income Fund.
Mark Peden, co-manager of Kames Global Equity Income Fund will discuss both the challenges and rewards facing investors looking for a sustainable income in current market conditions.
- Giorgio Caputo (JOHCM): Investing Across the Capital Structure: JOHCM Global Income Builder
Giorgio, Senior Fund Manager of the JOHCM Global Income Builder Fund and Head of Multi-Asset Value at JOHCM, will look at an alternative way to create a core income and total return solution through bottom up asset allocation that does not rely on macro calls. Giorgio’s Team follow a value philosophy that aims to avoid the permanent loss of capital by investing with a margin of safety
To register email: Martin.Canavan@merian.com