Debate. Insights. Networking — join us and our leading asset manager partners in the Southwest.
Taking place on Thursday 15th to Friday 16th October at the beautiful Royal Crescent Hotel, Bath, The Wealth Forum Southwest will bring together investment experts from 10 top asset managers with fund selectors, wealth managers and researchers for a day and a half of informative and insightful presentations.
Agenda
Day 1
9:00-10:00
Breakfast and Registration
10:00- 11:00
Keynote
11:00- 13:00
Presentations
13:00- 14:00
Lunch
14:00- 17:00
Presentations
19:00
Dinner and Speaker
Day 2
8:00- 9:00
Breakfast and Registration
9:00- 11:00
Presentations
Content & Speakers
Fund Manager speakers and topics will be announced soon.
Investing in a headline-driven world: a case for global short duration fixed income
Federated Hermes Global Short Duration Bond Fund
Investor appetite for short duration strategies has increased in the face of an uncertain economic backdrop characterised by stubborn inflation, rate volatility, and rising fiscal pressures in many developed economies. Is global short duration a commoditised asset class or are there opportunities to diverge and deliver better risk-adjusted outcomes? During this session, Yulia di Mambro and Andrew Lennox, co-portfolio managers of the Federated Hermes Global Short Duration Bond Fund, will make the case for the latter, highlighting the importance of flexibility across geographies, asset type, and credit rating.
Yulia di Mambro, Portfolio Manager Senior Investment Analyst & Andrew Lennox, Senior Portfolio Manager
Federated Hermes
Investment Grade
Portfolio Manager
Alexander Pelteshki
Aegon Asset Management
Alexander Pelteshki, portfolio manager, is a member of the investment grade and multi-sector portfolio management team. He specializes in top-down asset allocation, global strategic bond and global credit portfolios. Prior to his current role, Alexander worked for ING Financial Markets, where he was a publishing/lead equity analyst on the banking sectors. Prior to that, Alexander was an equity trading analyst for UBS Wealth Management. He has been in the industry since 2007 and started with the firm in 2014. Alexander studied International Business Management at Dickinson College and has an MBA degree from Erasmus University in Rotterdam. Alex is a CFA charterholder.
Global Equity Absolute Alpha Fund
Managing Director
Ben G. Stapley
J.P.Morgan Asset Management
Ben Stapley, managing director,is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Style investment team, with a particular focus on growth and long/short mandates. An employee since 2002, Ben joined the firm as a graduate trainee. He holds a BA degree in Economics and is a CFA charterholder.
GIS Income
Join PIMCO for an in-depth exploration of GIS Income—a strategy crafted to seize attractive opportunities throughout the global fixed income landscape. This session will delve into the fundamental components of the approach, spotlight what sets it apart from others, and explain why the current environment of elevated yields offers a particularly promising moment to invest.
Fixed Income Strategist
Gordon Harding
PIMCO
Mr. Harding is a vice president and fixed income strategist in the London office, focusing on multi-sector fixed income strategies. Prior to joining PIMCO in 2019, he was a fixed income specialist at UBS Asset Management, covering global rates, global credit, and unconstrained strategies. Prior to that, he spent more than 12 years on M&G Investments' fixed income team, most recently as an investment director, communicating the team's fixed income strategies to a wide range of clients and prospects. He has 19 years of investment experience and holds an undergraduate degree in economics and public policy from Leeds Beckett University in the U.K.
Absolute Return Global Equity Investing
Head of Solutions Production
Luke Stellini
Wellington Management
Luke is Head of Solutions Production Management, a Global Team spread across the Americas, EMEA and APAC who engage with clients, prospects, and consultants to discuss investment approaches, develops new products, analyzes portfolios to ensure investment integrity, and manages business issues on behalf of portfolio teams. The IPFS team work with clients, prospects and consultants to discuss investment approaches, develop new products, and analyze portfolios to ensure investment integrity, as well as to communicate our investment philosophy, strategy, positioning and performance. In addition, the team oversees all aspects of funds, including fund governance, product development, risk management, marketing, operations and servicing of fund investors. Luke is a member of the Wellington Management International Ltd (WMIL) board of directors, EMEA Management Committee, and WMIL Compensation Committee.
Asian stockmarkets - a one trick pony?
Fund Manager
Robin Parbrook
Schroders
Robin Parbrook, the Co-Head of Asian Equity Alternative Investments at Schroders, started his investment career at Schroders in 1990. He currently oversees Regional and Alternatives strategies. Robin began as a graduate trainee in London and then relocated to Hong Kong in 1992, where he spent six years working as an analyst and Asian Fund Manager. He returned to London in 1998 to manage specialist Pacific portfolios and later moved to Singapore in 2001 as the Deputy CIO for the Asia ex Japan region. In 2002, Robin moved back to Hong Kong to contribute to the growth of the Greater China product while continuing his responsibilities in the Asia ex Japan market. In 2008, he shifted to Edinburgh to focus on managing Asian investment strategies with an emphasis on absolute returns. In 2010, Robin returned to Hong Kong to manage the Asian Total Return and other Asian equity strategies. Finally, in 2017, he moved back to London to co-manage the Asian Total Return and Asian Long Term Value strategies. Robin holds an MA in Economics from Edinburgh University.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
The Royal Crescent Hotel, BA1 2LS
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Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees
Is accommodation included?
Accommodation for delegates is provided for the night of Thursday, ensuring a comfortable stay during the event.
Is there any transport to the event included?
The venue is easily accessible from Bath railway station, with convenient shuttle services available for delegates. To ensure smooth transportation, please inform Sam of your expected arrival time, and she will be happy to assist in coordinating your shuttle or provide any additional support you may need.
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.
