Discuss issues relevant to you in this exclusive gathering of wealth management experts.
Taking place on Tuesday 24th March at Hotel Du Vin, the Wealthwise Bristol Lunch will bring together investment experts from 4 leading asset managers with fund selectors, wealth managers and researchers from the Southwest. Attendee numbers will be limited to encourage effective roundtable discussions allowing the debate to be driven by you. This is a fantastic opportunity to engage with peers and other industry experts as well as delve deeply into a range of investment strategies.
The event will also qualify for 1.5 hours of structured CPD.
Agenda
24th March
12:00
Arrival and Registration
12:30-14:30
Presentations and Lunch
15:00
Coffee and Departure
Content & Speakers
Guests will hear from 4 top fund manager speakers covering a range of sectors. All are experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
Financial Equities
Financials have been our core focus since 2006, with expertise spanning the entire capital structure.
Financial Equity Analyst
Benjie Creelan Sandford
Algebris Investments
Benjie joined the Algebris Financial Equity Team in 2023 as an analyst covering Global (ex US) Financial Institutions with a focus on European Banks. Prior to joining Algebris, Benjie was a sellside banks analyst for 15 years, most recently spending 7 years at Jefferies, covering Southern European Banks (having previously worked at Nomura and Macquarie in similar roles and having begun his career at Fox-Pitt Kelton in 2008). Benjie graduated from the University of Bristol with a degree in Law with European Studies (LLB) in 2007.
Global Systematic Equities
Investment Manager, Systematic Equities
James Murray
Jupiter Asset Management Limited
James is an Investment Manager in the Systematic Equities team.
Rebuilding Europe: an exciting inflection point?
This is a very interesting moment for the European market. Despite having outperformed the US last year, we believe that there is still a lot of performance to go for. A cheap starting valuation, the prospect of peace and subsequent reconstruction of Ukraine, the fiscal expansion in Germany alongside the ongoing focus on shortening supply chains could benefit small and mid-cap stocks across the region providing compelling activities for active investors.
Fund Manager
Mike Clements
Tyndall Investment Managers
Mike has more than 20 years' experience in the industry and over 12 years' experience managing European equity portfolios. His investment career began in 1999 as a European equity analyst at UBS Asset Management. In 2008, he moved to Franklin Templeton Investments where he managed the €3 billion Franklin European Growth Fund and related mandates. Between 2014 to 2020 he was Head of European Equities at Syz Asset Management, managing a range of Pan European and Europe ex. UK funds, including the Oyster Continental European Income Fund.
Asia Rising: growth opportunities across the continent
Over lunch Abbas will discuss the many diverse growth opportunities across Asia, covering Taiwanese technology, his views on the Chinese market and the scarcity of Return on Equity (ROE) and his outlook for the region in a world of a weakening dollar and tariff threats.
Portfolio Manager
Abbas Barkhordar
Schroders
Abbas is one of Schroders' Asia Pacific Fund Managers, having joined the London based Asian specialist team in July 2020. He currently runs the Schroder AsiaPacific Fund plc and Schroder Asian Alpha Plus fund. He joined Schroders in 2007 as an Emerging Market Equity analyst.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Hotel du Vin, Bristol, BS1 2NU
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Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
