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.
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.
Asian Equity Alternative Investments
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.
