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  • Welcome

    Welcome note

    We are excited to announce the inaugural Investec GlobalSelect Investment Conference in London from 19 to 21 June 2018.

    Debates and discussions with business leaders, investment strategists and industry guest speakers will highlight the opportunities investors are currently evaluating.

    Please see click on the Agenda link to view the speaker line-up and conference agenda.

  • Agenda

    Agenda

    Day 1 — Tuesday, 19 June 2018


    12:00 – 12:30 Arrival, registration & lunch at the Investec Asset Management offices
    12:30 - 12:45 Welcome  
    12:45 – 13:30

    Evolving to thrive

    Conversation with Hendrik du Toit and Mimi Ferrini on the trends and outlook for the global banking and asset management industriess

    Hendrik du Toit, Investec Asset Management CEO and Investec Group Joint CEO Designate 
    Mimi Ferrini, CIO and Joint CEO designate

    Moderator:
    Jeremy Gardiner, Investec Asset Management

    13:30 -14:30

    Panel discussion:
    Secular mega-trends shaping the future world of investing

    Technological advances and disruption are resulting in sweeping change across industries, not only threatening traditional jobs but arguably fueling populist politics. Investors typically extrapolate past performance into the future, but in a rapidly changing world, can you be sure that the investments that work today will perform in the future? How should we build portfolios focused on the economies of tomorrow?

    Panellists:

    George Cheveley, Portfolio Manager, Investec Alternatives & Commodities

    Iain Cunningham, Portfolio Manager, Investec Global Multi-Asset

    Tom Miller, Analyst, Investec Global Industrials

    Mike Hugman, Portfolio Manager, Investec Emerging Market Fixed Income

    Moderator:
    Philip Saunders, Co-Head of Multi-Asset Growth, Investec Asset Management

    14:30 – 15:00

    Global credit – The “Smart” money
    The long-awaited return of volatility has arrived, and while unnerving, is part of the process of returning to a more ‘normalised’ market environment. Credit markets tend to be sensitive to material shifts in monetary policy, and credit spreads typically start to widen before a more general equity market peak. As markets gear up for higher interest rates – relatively late in the business cycle – stock investors would do well to take notice of their high-yield counterparts.

    Jeff Boswell, Global Head - Developed Market Credit, Investec Asset Management

    15:00 – 15:30 Tea break  
    15:30 – 16:00 Rethinking risk and returns - the old rules of diversification are no longer working

    Long-held relationships between asset classes appear to be breaking down as rising yields have led to a shakeup across asset classes. This has resulted in a regime change in cross-asset correlations.

    So how do you achieve effective diversification if the traditional methods, which use historical correlations and returns to derive an optimum asset mix, are no longer as effective?

    Philip Saunders, Co-Head of Multi-Asset Growth, Investec Asset Management

    16:00 - 16:30

    Much like mechanisation took over from man and beast, machines will be able to ‘think’ in the not so distant future.
    Artificial intelligence is predicted to be the fastest transition humankind has experienced and while the timing is uncertain, it is a matter of when, not if. What challenges does artificial intelligence pose for investors?

    Christine Baalham and Anton du Plooy, Portfolio Managers, Investec Global 4Factor Equity, Investec Asset Management
    16:30 – 17:15 Thriving in times of profound change

    “As society we tend to imagine that there might be a few changes, but things will more or less remain the same. But, why the next 10 years will be a decade of radical change and industry disruption, the like of which we have probably never seen before. The problem is that politicians can’t see that: they spend their time thinking about how to tweak the GDP instead of the wider implications of the fourth industrial revolution and deepening impact into many areas of lifestyle and society.”

    Dr. David Wood, member of the IEET (Institute of Ethics and Emerging Technologies) Board of Directors and chair of London Futurists.
    17:15 – 19:00

    Cocktails and canapés



    Day 2 | Wednesday, 20 June 2018


    08:30 – 09:00 Arrival and registration, with a light breakfast  
    09:00 – 9:45

    Business leader panel discussion:
    A global perspective on advisor trends, the asset management industry and distribution

    Panellists:

    Jonathan Willcocks, Global Head of Distribution, M&G Investments
    James Rainbow, Co-head UK Intermediary Business, Schroders
    Alexander Brotherston,
    Director: UK Retail Sales and Promotional Services, Franklin Templeton Investments BlackRock panellist tbc
    Moderator
    Richard Garland,
    Managing Director, Global Advisor, Investec Asset Management

    09:45 – 10:30

    Is value investing dead? A controversial view from a deep value manager

    Value investing has been out of favour for more than a decade. However, as an investment style, with more than 100 years of data on equity markets around the globe, value has outperformed over the long-term. Is value investing dead or, with a potential recovery can it provide an attractive investment opportunity for patient investors in today’s equity markets?

    Kevin Murphy, Co-Head of Global Value, Schroders Asset Management
    10:30 – 11:00

    Tea break

    11:00 – 11:45

    Exploring the ESG Landscape within Asset Management

    How to enhance the integration of ESG considerations into the investment process and investment risk framework across an organisation globally?

    Julie Moret,
    Head of ESG, Franklin Templeton Investments
    11:45 – 12:30

    Multi-asset investing – identifying episodic behaviour in financial markets

    The reason behind market movements and volatility across the various asset classes are driven more by emotion than sound logical fundamentals – fact or fiction? And if this is true, can it help identify asset classes that are most likely to provide optimal returns for investors?

    Jenny Rodgers,
    Fund Manager, M&G Investments
    15:15 – 15:30 Lunch break  
    13:30 – 14:15

    What is global equity income and the case for investing in it?

    Stuart Reeve, Managing Director, Head of Global Equity team, BlackRock
    14:15 – 15:15

    Technology and the science of curing aging
    Globally the largest and most powerful companies are increasingly putting more effort behind healthy life extension through the forthcoming transformational technologies of the fourth industrial revolution. This will fundamentally enhance healthcare and radically extend healthy human longevity. The social and economic consequences of this transition will pervade every aspect of our lives and will have a profound impact on the future of retirement planning and medical care costs.

    Dr. Aubrey de Grey, Biomedical gerontologist, Chief Science Officer of SENS Research Foundation (California) and VP of New Technology Discovery at AgeX Therapeutics.
    15:15 – 15:30 Tea break
    15:30 – 16:00

    Depart for Schroders office, +/-5min walk

    16:00 – 17:30

    Meet the global manager
    Due diligence session and office visit at Schroders Asset Management

    Hosted by Peter Harrison, CEO, Schroders Asset Management
    17:30 – 19:30

    At leisure

     
    19:30

    Pre-dinner drinks, followed by dinner
    Madison Restaurant, Rooftop Terrace, One New Change, St Paul’s

     

     
       


    Day 3 | Thursday, 21 June 2018


    09:00 – 10:15

    Meet the global manager

    Due diligence session and office visit at Franklin Templeton Investments

    Overview of Franklin Templeton Investments Martyn Gilbey, Senior Director and UK Country Head, Franklin Templeton Investments

    Emerging Markets: New Economy Opportunities Alistair MacDonald, Vice President and Institutional Portfolio Manager, Franklin Templeton Investments

    Why Liquid Alternatives Peter Vincent, Head of Alternatives and Investment Solutions (EMEA), Franklin Templeton Investments

    Hosted by Martyn Gilbey,
    Senior Director and UK Country Head, Franklin Templeton Investments
    10:15 – 10:30

    Depart for M&G Investments, +/-10min walk

     
    10:30 – 11:45

    Meet the global manager

    An introduction to M&G Investments Andrew Watson, Head of UK Retail Sales, M&G Investments

    M&G’s Multi-Asset capability Marc Beckenstrater, Fund Manager of Prudential Global Funds, M&G Investments

    Hosted by Gary Higgs, Business Development Manager Advisory, M&G Investments
    11:45 – 12:00

    Depart for BlackRock, +/-10min walk

     
    12:00 – 13:30

    Meet the global manager

    Markets on demand
    BlackRock Investment Institute

    BlackRock Real Estate – Breadth and depth of real estate
    BlackRock Real Estate team

    Efficiency and decision making
    BlackRock Technology platform team

    Hosted by BlackRock
    13:30

    Conference closes

     
  • Partners

  • Venues

    Venues

    Investec Asset Management

    Woolgate Exchange, 25 Basinghall St, London EC2V 5HA, UK

    Schroders Asset Management

    31 Gresham St, London EC2R 7HE,
    UK

    Madison Restaurant

    Rooftop Terrace, One New Change, London EC4M 9AF, UK

    Franklin Templeton Investments

    5th Floor, Cannon Place,
    78 Cannon St, UK

    M&G Investments

    Governors House, 5 Laurence Pountney Hill, London EC4R 0HH, UK

    BlackRock

    Drapers Gardens, 12 Throgmorton Avenue, London EC2N 2DL, UK

  • Accommodation

    Accommodation

    Below are some hotel recommendations. They have been selected based on their location in relation to the Investec Asset Management office, external manager offices and the dinner venue.


    Please note: we have not booked any rooms and cannot guarantee availability. Room rates will depend on the time of the booking and range generally between £210 – 255 (excl. tax)

    If you’d like assistance with your hotel booking you can contact Rennies:



    Tania Thomas
    Tania.thomas@renniestravel.com
    Tel: 021 416 1775
    Candice Saville
    Candice.saville@renniestravel.com
    Tel: 021 416 1777