Programme


08:30 - 08:45

Registration & Breakfast

08:45 - 09:15

Opening keynote

Jeremy Lawson, Aberdeen Standard Investments

Economic and Market Implications of the Coronavirus Pandemic


BOARDROOM 1 BOARDROOM 2

09:20 - 09:55

Octopus Investments

FP Octopus UK Multi Cap Income

Barings

Global Dividend Champions

09:55 - 10:25

Barings

Global Dividend Champions

Octopus Investments

FP Octopus UK Multi Cap Income

10:25 - 10:35

Networking Break


BOARDROOM 1 BOARDROOM 2

10:40 - 11:10 

GAM Investments

Credit Opportunities

Wellington Management

FinTech Fund

11:15 - 11:45

Wellington Management

FinTech Fund

GAM Investments

Credit Opportunities

11:45

Lunch and close of conference


Barings

Darryl Lucas, Global Equities – Head of Equity Income

Equities: Seeking strong long-term returns and income growth, with a lower drawdown profile

At Barings, our Global Dividend Champions strategy utilises techniques more commonly associated with credit analysis to find highly resilient, companies which we seek to own for the long-term. Darryl Lucas, Head of Equity Income, will explain our unrelenting valuation discipline: we use a consistent and cash-flow based set of valuation techniques to safeguard against the ever-present risk of overpaying.


GAM Investments

Jeremy Smouha, CEO of Atlantic

The new Asset Class of Junior and Hybrid debt

How investing in the junior debt of Investment Grade companies achieves both high credit quality and high Income


Octopus Investments

Chris McVey, Fund Manager

A different type of income fund

The UK equity income sector has a long-standing problem with concentration, with just ten FTSE 100 companies accounting for around half of all UK dividends. Many traditional UK equity income funds have significant weightings within these same stocks. We believe there is another approach. A way that can help reduce concentration risk, while still targeting a healthy yield. Chris will be talking about the equity income sector, what we’re seeing ahead for UK stocks more generally, and why a different approach to income can make a big difference.


Wellington Management

Bruce Glazer, Global Industry Analyst

Financial disruption — How technology is reshaping the world of financial services

The digital transformation of financial services is a multi-decade potential investment opportunity. Bruce Glazer, Portfolio Manager and Global Industry Analyst at Wellington, will explain why he believes now is the time to invest in the nascent fintech sector and how he seeks to identify the companies he believes are poised to be the future winners in financial services. Bruce, who is a partner of Wellington, leads the firm’s Global Technology Team, which is responsible for managing US$19 billion of tech assets. He has developed deep expertise and long-standing industry relationships during his 22 years covering fintech at Wellington.