M&G Investments, Schroders, BlackRock, Allianz Global Investors
and Merian Global Investors have once again joined together to host the next Investment F1orum in Nov 2018 at the
Williams F1 Conference Centre.
A selection of renowned figures from the asset management industry will share their thoughts on opportunities to outperform, and discuss strategies that aim to benefit your clients.
Following the presentations, you will have the chance to put your questions to our speakers during an extended Q&A panel session.
This event will qualify for 2.5 hours of structured CPD. Please click on the appropriate tabs at the top of the page to view the full agenda, learn more about the speakers and the location of the event.
We look forward to welcoming you to Investment F1orum on the 14th November 2018.
Justin Upton joined M&G Real Estate in January 2010 as deputy fund manager of the M&G Pooled Pensions Property Fund (PPLP). On 1 January 2012, he was appointed deputy fund manager of the M&G Property Portfolio. Before M&G Real Estate, Justin spent two years as a director at Mayfair Capital Investment Management where he was involved with the MC Special Opportunities Fund and Income Trust for Charities. Prior to this, he spent five years at Henderson Global Investors as assistant fund manager on the Henderson Retail Warehouse Fund and the Caspar Fund. Justin undertook his RICS accreditation during four years spent with Cushman Wakefield’s capital markets team. He holds a degree from the University of Birmingham in social and economic history and a Masters from City University in property law and valuation.
James Sym is a Fund Manager at Schroders, responsible for the Schroder European Alpha Income Fund, Schroder European Alpha Plus Fund and co-manager of Schroder International Selection Fund European Equity Focus. He joined Schroders in 2013 and is based in London.
James was a Fund Manager at Cazenove Capital Management from 2007 to 2013, responsible for European portfolios which he continued to manage following Schroders acquisition of Cazenove in 2013.
Roland Arnold, CFA, Director and Portfolio Manager, is a member of the UK Equity Team within the Fundamental Equity Division of BlackRock's Active Equity Group. Mr Arnold has been co-manager of the BlackRock UK Special Situations Fund since August 2012, Blackrock UK Smaller Companies fund since March 2015, and co-manager of the Blackrock Smaller Companies Investment Trust since April 2018. Mr Arnold has been managing Small & Mid Cap UK Equity Portfolios since 2006. Mr Arnold is also responsible for the analysis of the UK cyclicals.
Mr Arnold's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2000, Mr Arnold worked at a UK retail bank as a performance and credit analyst.
Mr Arnold earned a BA(Hons) in Economics and Management from Leeds University in 1998.
Stephen is a director and senior research analyst with Allianz Global Investors. He is based in London where he is a member of the Global Insights Team responsible for sourcing European investment ideas. Stephen has 18 years investment industry experience and has been with Allianz Global Investors since 2001. Prior to joining the Global Insights team, Stephen was head of the Telecoms & Media research team and a member of Allianz Global Investors European research management group. In previous roles Stephen has been the UK Special Situations analyst, member of the UK Fund Management team and also a member of the Global Equity Fund Management team. Stephen joined Allianz Global Investors from UK asset manager Schroders. Stephen has BSc in Business Economics and Finance from Loughborough University, is a CFA charterholder and holds the IMC.
Richard joined Merian Global Investors as head of UK equities in June 2013, and was appointed as chief executive in August 2015. He was previously at Schroders, where he managed the Schroder UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.
Thank you for your interest in the Investment F1orum. The registration is now closed.
If you are interested in receiving the presentations discussed at this event or attending similar events in the future, please let us know by emailing the F1orum team and your name will be added to a priority mailing list.
The Investment F1orum Team
Since 1931, when we launched the UK’s first unit trust, M&G have believed in offering our clients straightforward products together. . .
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries . . .
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions. . .
Allianz Global Investors is a leading active asset manager with over 700 investment professionals in 25 offices worldwide and managing more than. . .
Merian Global Investors is a leading, independent, global asset management company. As an investment-led firm, we strive to deliver investment strategies that...