Merian Global Investors, M&G Investments, Schroders, BlackRock and Allianz Global Investors have once again joined together to host the next Investment F1orum in May 2019 at Mercedes-Benz World, Weybridge.
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 22nd May 2019.
Ned joined the company in 2015 and is a well-known figure in the world of gold and silver investing, having over 17 years’ investment experience. He joined from Quilter Cheviot, having founded a dedicated precious metals fund for Cheviot Asset Management in January 2009. He previously worked for Smith & Williamson.
Stuart Rhodes has been the manager of the M&G Global Dividend Fund since its launch in July 2008 and the manager of the Luxembourg-domiciled M&G (Lux) Global Dividend Fund since its launch in December 2018. He was appointed deputy manager of the M&G North American Dividend Fund in April 2015, of the M&G (Lux) North American Dividend Fund in November 2018 and of the M&G Global Themes Fund in January 2019. Stuart joined M&G in 2004 as a global equity analyst after graduating from Bath University with a degree in business administration. He is a CFA charterholder.
Rupert Rucker is Head of Income Solutions at Schroders, The income capability is responsible for increasing client awareness of our aggregate capabilities in income solutions and, where appropriate, provide a way in which these resources can be accessed to increase client value. He is also head of product management for the Maximiser business. He joined Schroders in 2005 and is based in London. Rupert was a Head of Product Asia ex Japan Equities at Schroders from 2012 to 2016, Based in Singapore. He was a Head of Product for Asia at Schroders from 2007 to 2012, Based in Tokyo and Singapore. He was a New Business Development at WestLB Asset Management from 1999 to 2005, From 2004 he was a Director for New Business Development covering UK, Europe, Middle East and China, based in London. In 2002 he moved to Hong Kong to set up a pan Asian institutional business. He was a Fund Manager at Fleming Investment Management from 1993 to 1999, East Europe, lived in Moscow 1995-1997. Rupert is a Securities and Financial Derivatives Representative, Hong Kong and Singapore Qualifications.
Ben Edwards, CFA, Director, is a Portfolio Manager in the Sterling Bond Portfolio team within BlackRock's Global Fixed Income Group. Mr. Edwards is the lead fund manager of the BlackRock Corporate Bond Fund and co-manager of the BlackRock Sterling Strategic Bond Fund. In 2017, he was awarded the Fund Manager of the Year in the Corporate Bond category by Investment Week for the Morningstar silver-rated BlackRock Corporate Bond Fund. Prior to joining BlackRock in 2010, Mr. Edwards worked at Legal and General Investment Management from 2003 to 2009 where he was, most recently, a portfolio manager, responsible for both institutional and retail sterling corporate bond portfolios. He began his career as an Analyst at M&G in 2002. Mr. Edwards earned a Business degree from the Queensland University of Technology (Aust.) in 2000 and post-graduate qualifications in Finance from the Financial Services Institute of Australia in 2002. He is a CFA charterholder.
Matthew is the lead portfolio manager on the UK Opportunities strategy, which he has run since 2011. Matthew joined Allianz Global Investors in 2006 as part of the Global Graduate Program. In 2007 he joined the Research Department as a pan-European media analyst and in 2008 he moved to portfolio management as part of the UK Equity Team. Prior to joining Allianz Global Investors, Matthew worked at Datamonitor and the Office for National Statistics. He graduated from Bristol University with a first class degree in Economics and Economic History. He also holds a Masters (with distinction) in International Political Economy from the London School of Economics. Matthew is a CFA Charter holder.
Merian Global Investors is a leading, independent, global asset management company. As an investment-led firm, we strive to deliver truly differentiated strategies.
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 investors and a leading provider of financial technology . . .
Allianz Global Investors is a leading active asset manager with over 730 investment professionals in 25 offices worldwide and managing more than. . .