The Park Royal Hotel

Wednesday 19th September 2018

Stretton Road, Stretton, Warrington, Wa4 4NS

09:15 – 09:45

Registration, breakfast and Networking

09:45 – 09:55

Welcome and Introduction

Julian Marr, Editor, Professional Adviser

09:55 – 10:20

Keynote Address

Peter Toogood, Chief Investment Officer, The Adviser Centre

10:20 – 10:45

Morgan Stanley Investment Management


Fund: Global Balanced Income Fund

Christian Goldsmith, Executive Director, Morgan Stanley Investment Management


Managing Income-Generating, Risk-Controlled Multi-Asset Portfolios

·                  The benefits of running global multi-asset portfolios to a risk-targeting process

·                  How risk-targeting managers can blend fundamental and quantitative inputs to achieve their objectives

·                  How to overlay a strategy of selling put options on major equity indices, to enhance income, whilst maintaining a consistent risk/return profile


10:45 – 11:10

Pictet Asset Management


Fund: Pictet Multi-Asset Portfolio

Andrew Cole, Head of Multi Asset London, Pictet Asset Management


Delivering real returns in a volatile world

·        What does the relationship between bonds and equities mean for your portfolio?

·        To generate real returns, how much risk should you take.

·        Is over-diversification a drag on performance?

·        Is your asset allocation flexible enough?


11:10 – 11:35

Prudential Portfolio Management Group (PPMG)


Fund: PruFund Growth

Mark Riggall, Product Specialist, Prudential


Long-Term Multi Asset Investing - unlocking asset allocation opportunities.

Prudential will explain how a long-term investment strategy can ultimately deliver the required outcomes for your clients. Covering key elements such as:

•             Factors that affect long-term asset allocation decisions

•             Identifying and understanding long-term investment themes

•             Weighting a portfolio for how the world looks today or how it may look in the future 

•             Implementing niche and long-term investment opportunities

•             Requirements to evaluate short-term opportunities


11:35 – 11:45

Q&A with Pictet Asset Management, Prudential Portfolio Management Group (PPMG) and Morgan Stanley Investment Management

Chaired by Julian Marr

11:45 – 12:05

Coffee and Networking Break

12:05 – 12:30

Aviva Investors


Fund: Multi-Asset Range of Funds

Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors


The mechanics of multi-asset investing

Aviva Investors will discuss how multi-asset funds are constructed and various decisions that are faced by fund managers in order to best achieve investor goals. During the presentation, he will give attendees an insight into what Aviva Investors does and what it believes makes for a good multi-asset solution.


12:30 – 12:55

Seneca Investment Managers


Fund: Diversified Income Fund and Diversified Growth Fund

Peter Elston, CIO, Seneca Investment Managers


Searching for Value Across the Multi-Asset Spectrum

In this presentation Peter Elston, CIO of Seneca Investment Managers, will:

·        Explain how Seneca addresses the investment challenges we all face both in relation to the current cycle and beyond

·        Share Seneca’s asset allocation framework and the benefits of a structured approach

·        Argue the advantages of a simple but value-oriented multi-asset investment process

·        We call our unique investment style Multi-Asset Value Investing. This sessions seeks to give further insight for advisers.


12:55 – 13:20

J O Hambro Capital Management


Fund: Global Income Builder Fund

Giorgio Caputo, Senior Fund Manager and Multi-Asset Value Team Head,


A Bottom-up, Value Approach to Multi-Asset Investing

The managers of the recently launched JOHCM Global Income Builder Fund will discuss how investors can benefit from a bottom-up, value-oriented approach to multi-asset investing.  With emphasis on downside protection and sustainable income generation, the strategy seeks to maintain a diversified portfolio of equity and debt securities that are attractive from both a valuation and business persistence perspective.  Driven by individual investment opportunities, asset allocation is benchmark-unaware and broadly flexible across asset class, market capitalization and geography.  The managers view the fund as a “Total Return” solution that balances current income with the preservation and long-term growth of capital.


13:20 – 13:30

Q&A with Aviva Investors, J O Hambro Capital Management and Seneca Investment Managers

Chaired by Julian Marr

13:30 – 14:30

Lunch and Networking