Morningstar Investment Conference in association with the IFP May 2013, London Agenda
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1 1 08:00 08:55 Registration and Networking Breakfast 08:55 09:10 Welcome Address 09:10 09:45 The Risk of Success Risk aversion has been deeply entrenched since 2008 and last year was no exception. The relentless negativism was fed by fears of a break up of Europe, a crash landing in China and nagging worries about another shoe to drop in the deleveraging drama that has unfolded since the Great Financial Crisis of The pessimists argue that all the money printing is going to end very badly and they may be right, eventually. But so far those betting on the endgame have missed huge opportunities in the last three years. Central banks around the world are focused on doing what it takes to avert another crisis and bring the economy back. The bigger tail risk is that they might actually succeed which would set the stage for a renormalisation of interest rates and a realignment of asset prices could be an important transition year. Francis Scotland, Director, Global Macro Research, Brandywine Global Investment Management 09:45 10:20 Mind the Future! After various financial and economic crises the developed world faces a new normal of ultra low interest rates for longer, central bank interventions in bond markets and creeping inflation risk. Markets and investors, especially in cautious and balanced portfolios, will continue to be highly dependent upon monetary policy, undoubtedly reacting nervously to any significant changes in global liquidity. Against this backdrop, growth themes can still be found - companies stand to benefit from the trend to get more from less, digital obesity in a wired world, dietary change and the need to nurture base load electricity? In this presentation Guy Monson will examine some of the threats and opportunities facing investors. Guy Monson, CIO and Managing Partner, Sarasin & Partners 10:20 10:55 Why Boring is Best Terry Smith will look at why investors are better served by investing into boring companies (i.e. those with high free cash flow yields, predictable returns and sound business models) and the reasons why these boring companies are often overlooked by investors. Terry Smith, Founder, Fundsmith 10:55 11:30 Break in the Exhibit Hall
2 2 11:30 12:05 Global Emerging Markets Looking to the Future To be announced. Kim Catechis, Investment Director, Head of Global Emerging Markets, Martin Currie 12:05 12:40 Alpha, Beta, and Now Gamma Gamma attempts to explain outcomes beyond those of alpha and beta. The concept is favourable to managed accounts and encourages financial planning during retirement, based on five components: optimal asset allocation factoring in an individual s total wealth, a dynamic withdrawal strategy, using guaranteed income products, tax-efficient allocation decisions and a portfolio optimisation that includes liability. This presentation will demonstrate how employing a Gamma-optimised portfolio can generate 29% more income for retirees. David Blanchett, Head of Retirement Research, Morningstar Inc. 12:40 14:00 Lunch in the Exhibit Hall Kindly sponsored by Raymond James 14:00 14:35 Strategic Thinking - Dynamic Investing Investors are questioning the future direction of corporate bond markets and finding it increasingly difficult to achieve a sensible balance of risk versus reward. In such an environment it helps to have a flexible mandate and a wide array of investment tools to invest more strategically. Richard Hodges, manager of the Legal & General Dynamic Bond Trust, gives an insight into how managing a strategic bond fund works in practice and - with so much uncertainty surrounding fixed interest securities - why it s worth taking a strategic approach to managing your fixed income asset allocation. Dickie Hodges, Head of High Alpha Fixed Income, LGIM 14:35 15:10 Are European Financials Investable? While the acute portion of the Euro crisis may have passed, European financials remain deeply troubled. While some banks have recapitalised and shed many of their worst assets, others have far too little equity and few prospects for generating more internally. Erin Davis will guide investors through the minefields remaining in European financials and examine which banks are the best prepared to prosper in the years to come. Erin Davies, Senior Equity Analyst - International Banks, Morningstar Inc.
3 3 15:10 15:45 Behaviouralising Finance: Anxiety Adjusted Returns We attain good investment returns not only (or even mostly) by knowing the right answer: to be good investors we also need to be comfortable with our decisions over the journey. And yet all the tools of classical finance are geared towards instructing us in the right answer, under the assumptions that a) we re superhumanly able to enact and stick with this, and b) that all that investors care about is efficient risk adjusted returns. They don t. What investors both want and need are anxiety adjusted returns: sufficiently good risk adjusted returns AND sufficiently comfortable investment journey. Only by behaviouralising classical finance models in pursuit of both these goals can we help investors get the best long run returns. Greg B. Davies, Head of Behavioural Finance, Barclays Wealth 15:45 16:10 Short Break in the Exhibit Hall 16:10 16:45 Stickman Following the Journey of 14 Million Investors The RDR is changing the way in which the 14 million UK adults who hold a risk-based investment interact with the financial services industry. Holly will walk us through the investment journey of these customers and their shifting behaviours. What is the role of the adviser, what part will platforms play and what does this mean for the fund managers back at the factory? Holly Mackay, Managing Director, The Platforum 16:45 17:15 Discussion on Platform Investment Trends Participants to be announced. Chaired by Mark Polson, Principle, The Lang Cat 17:15 17:20 Closing Remarks 17:20 19:00 Drinks Reception Kindly sponsored by BlackRock and ishares
4 4 08:00 08:55 Day 2 Wednesday, 15 May Registration and Networking Breakfast 08:55 09:00 Welcome Address 09:00 09:35 The Financial Conduct Authority and Regulation Post-RDR The new Financial Conduct Authority will be represented by Clive Adamson, currently Director of Supervision in the FSA s Conduct Business Unit, the pre-cursor to the new Financial Conduct Authority. Clive will present on a topical regulatory issue driven by the priorities of the new regulatory body. Clive Adamson, Director of Supervision, Conduct Business Unit, Financial Services Authority (soon to be the Financial Conduct Authority) 09:35 10:10 Investing in Property Safe as Houses? Property investment is an emotive subject and tends to promote strong views among investors and avoiders alike. But it s often misconstrued as an asset class, too. Property investments can be an attractive long-term proposition if implemented well and the use of the investment trust structure is the ideal structure. Richard Kirby will discuss all things property: the current market outlook, common misperceptions, where the opportunities lie and how best to exploit them. Richard Kirby, Director, Property Funds, F&C Interviewed by Jackie Beard, Director of Closedend Fund Research, Morningstar 10:10 10:45 High Yield After a glorious 2012 for the high yield asset class globally, Stefan Isaacs will provide his view on the asset class and introduce his ideas on how high yield corporate bond funds should be positioned for the current market conditions. Stefan Isaacs, Fund Manager, M&G 10:45 11:15 Break in the Exhibit Hall 11:15 11:50 Investing Globally for Income In a low-return, volatile investment landscape, Nick Clay will discuss the pressures being exerted on markets by monetary policymakers, and will reason that little has changed in the global economy since the onset of the credit crunch; debt levels remaining high, while asset prices have been manipulated downwards. Following a prolonged period of artificially low bond yields, Nick will address the topic of inflation and other risks. Against this backdrop, he will outline the importance of consistent returns, and will argue that, while dividends offer tremendous potential, most investors will need to manage their money actively if they are to meet their investment objectives. Nick Clay, Investment Manager, Newton Investment Management
5 5 11:50 12:25 Day 2 Wednesday, 15 May Blending Insights: Perspectives on Blending Active and Index Products It is a time of rapid change in the European investment landscape. The challenging post-financial crisis environment is driving the need for greater diversification to seek returns and manage risk. Investors are diversifying across a wider range of asset classes, making more use of tactical strategies and demanding more flexibility in the products they use. There appears to be a growing trend towards blending active management and passive product; but how is the industry approaching this? Discover industry insight from ishares pan-european research conducted over the summer of Stephen Cohen, will present the insight gained from comprehensive study which interviewed 35 European businesses with combined assets under management (AUM) of approximately 2.4 trillion Euros from across the wealth, discretionary and advisory market place. Stephen Cohen, Head of ishares Investment Strategies EMEA, ishares 12:25 13:00 CEO Spotlight Tim Steer, Fund Manager at Artemis, will interview a CEO from a topical FTSE company to provide insight into a fund manager s thought process. Tim Steer, Fund Manager, Artemis 13:00 14:15 Lunch in the Exhibit Hall 14:15 14:50 Fund Research Trends With markets unpredictable and risks high, selecting the right fund is as daunting a task as it ever has been. Morningstar Europe fund research director Chris Traulsen will discuss recent research than can help fund selectors more easily sort the wheat from the chaff. Christopher Traulsen, European Fund Research Director, Morningstar 14:50 15:20 Panel Asset Allocation: History or Future? An expert panel give their views on the key asset allocation questions of the day: What contradicting asset allocations views do the panel have? How will indebted countries deal with the situation grow, default or inflate? Do economics text books need to be rewritten given recent events? Panellists to be announced. 15:20 15:25 Closing Remarks Principal Sponsors Lead Sponsors Exhibitors In Association With Media Partners
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