Staying the course
Building resilience
for long-term returns

Welcome: Staying the Course - Tuesday, November 14, 2017 The Corinthia London

Against an ever changing backdrop, investors should look at markets through a different lens; where resilience, skill and judgement will be critical in identifying opportunities and future-proofing portfolios against challenges ahead.

Our annual conference will provide the setting for stimulating and informative discussions around the disruption that tests our resilience and how our industry and business strategies are prepared for it. This year’s conference will provide the setting for stimulating and informative discussions around the disruption which is testing our resilience and how our industry and business models should adapt to respond to it.

Agenda | Speaker profiles | Register

Agenda: Staying the Course - Tuesday, November 14, 2017

10:40 - Coffee

  • How will our four asset class specialists convince the Dragons and our audience to split their (virtual) cash?

    Four, five minute pitches by specialists trying to convince the Dragons and our audience to split their (virtual) cash?

    Investment Professionals:

    • Private Assets - Mark Versey* +1 PM 
    • Multi-Strategy - Peter Fitzgerald* +1 PM
    • Fixed Income - Dan James* +1 PM
    • Equities - Chris Murphy* +1 PM

    The Dragons:

    • Richard Romer-Lee – MD, Square Mile Investment Consulting and Research
    • Dr. Pippa Malmgren
    • Simon Smiles UBS

12:30 - Lunch

Boardroom Sessions

Our boardroom session allow the opportunity to delve into funds in more detail with individual managers. The agenda allows time for three sessions.

Session 1.

13:30 -14:10

Session 2.

14:20 - 15:00

Session 3.

15:10 - 15:50

  • UK Equities

    Chris Murphy*

     

    US Equities

    Andrew Beck*

     

    Global Equity Endurance

    Giles Parkinson*

     

    Emerging Market Equity Small Cap

    Will Ballard*

     

  • Emerging Market Debt

    Liam Spillane* and Aaron Grehan*

     

    Global High Yield

    Sunita Kara*

     

    Strategic Bond Fund

    Chris Higham* and James Volkins*

     

  • Infrastructure for income: Challenging conventional approaches

    Presented by Sarah Wall*

  • Aviva Investors Multi-Strategy Target Return and Target Income

    Presented by Peter Fitzgerald*

     

    Aviva Investors Multi-Strategy Fixed Income 

    James McAlevey*

  • The evolution of volatility in fund management 

    Presented by Thomas Wells*

  • Aviva Investors UK Property Funds

    Presented by Andrew Hook*

16.00 - Coffee break

17:30 - 20:30 - Networking drinks and canapes.

Rocky goat

Speakers: Staying the Course - Tuesday, November14, 2017

Register: Staying the Course - Tuesday, November 14, 2017

We look forward to seeing you

* Investment professionals are members of AIA/AIC's Participating Affiliate, Aviva Investors Global Services Limited ("AIGSL").

Important Information

Unless stated otherwise, any sources and opinions expressed are those of Aviva Investors Global Services Limited (Aviva Investors) as of August 16, 2017. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Past performance is no guarantee of future results.

The name “Aviva Investors” as used in this presentation refers to the global organization of affiliated asset management businesses operating under the Aviva Investors name. Each Aviva Investors’ affiliate is a subsidiary of Aviva plc, a publicly- traded multi-national financial services company headquartered in the United Kingdom.

For Use in Canada

Aviva Investors Canada, Inc (“AIC”) is located in Toronto and is based within the North American region of the global organization of affiliated asset management businesses operating under the Aviva Investors name. AIC is registered with the Ontario Securities Commission (“OSC”) as a Portfolio Manager, an Exempt Market Dealer, and a Commodity Trading Manager.

For Use in the United States

Aviva Investors Americas LLC is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aviva Investors Americas is also a commodity trading advisor (“CTA”) and commodity pool operator (“CPO”) registered with the Commodity Futures Trading Commission (“CFTC”), and is a member of the National Futures Association (“NFA”). In performing its services, AIA utilizes the services of investment professionals of affiliated investment advisory firms who are best positioned to provide the expertise required to manage a particular strategy or product. In keeping with applicable regulatory guidance, each such affiliate entered into a Memorandum of Understanding (“MOU”) with AIA pursuant to which such affiliate is considered a “Participating Affiliate” of AIA as that term is used in relief granted by the staff of the Securities and Exchange Commission allowing US registered investment advisers to use portfolio management and trading resources of advisory affiliates subject to the supervision of a registered adviser. Investment professionals from AIA’s Participating Affiliates render portfolio management, research or trading services to clients of AIA. Investment professionals from the Participating Affiliate also render substantially similar portfolio management research or trading services to clients of advisory affiliates which may result in performance better or worse than presented herein. This means that the employees of the Participating Affiliate who are involved in the management of strategies and other products offered to US investors are supervised by AIA.

AIA’s Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to:

Compliance Department

225 West Wacker Drive, Suite 2250

Chicago, IL 60606

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