Staying the course
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: Staying the Course - Tuesday, November 14, 2017
Pippa Malmgren will explain why change is an inevitable characteristic of the world in which we operate, and how we can harness change as a positive force.
Live global streamed masterclass.
In recent years our industry has been disrupted like never before. Robo, passive strategies, changing customer outcomes and consolidation all play their part. How do we react to these forces and what can we expect next?
- Euan Munro*, CEO, Aviva Investors
- Holly MacKay, Founder & MD, Boring Money
- Andrew Beck, CEO RiverRoad Asset Management
10:40 - Coffee
Horror stories surrounding new strains of bacteria that prove resistant to antibiotic treatment would not be out place in a Stephen King movie. Abigail Herron explains why investors who ignore the threat of antimicrobial resistance risk to asset valuations, do so at their peril.
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?
- Private Assets - Mark Versey* +1 PM
- Multi-Strategy - Peter Fitzgerald* +1 PM
- Fixed Income - Dan James* +1 PM
- Equities - Chris Murphy* +1 PM
- Richard Romer-Lee – MD, Square Mile Investment Consulting and Research
- Dr. Pippa Malmgren
- Simon Smiles UBS
12:30 - Lunch
Our boardroom session allow the opportunity to delve into funds in more detail with individual managers. The agenda allows time for three sessions.
14:20 - 15:00
15:10 - 15:50
16.00 - Coffee break
World-class sportspeople are renowned for their tenacity and endurance, but none more so than Martina whose personal and professional stories of resilience are extraordinary.
17:30 - 20:30 - Networking drinks and canapes.
Speakers: Staying the Course - Tuesday, November14, 2017
Register: Staying the Course - Tuesday, November 14, 2017
* Investment professionals are members of AIA/AIC's Participating Affiliate, Aviva Investors Global Services Limited ("AIGSL").
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:
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