For Professional Clients only - not for Retail use or distribution

POWER OF 3 ROADSHOW

20th NOVEMBER - 5th DECEMBER

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Welcome

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2018 Power of 3 Autumn Roadshow. Running from 20th November - 5th December, gain insights from investment specialists on a range of relevant topics for your clients.

Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch during the first 30 minutes of registration.

The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.

Topics

BlackRock

Navigating Emerging Markets Turbulence

Learning Objectives:

  • Address common myths surrounding emerging markets
  • Provide a rounded understanding of the nuances of investing in emerging markets
  • What’s the outlook?

J.P. Morgan Asset Management

UK Equities - The countdown to Brexit

Learning Objectives:

  • Provide an overview of the current backdrop to the UK economy and explore what this means for UK companies
  • Explain why UK equities should not be ignored and unloved by investors
  • Describe ways of delivering returns by investing in those companies that will benefit from the outcome, as well as those that will face headwinds

Schroders

Global Cities

Learning Objectives:

  • Importance of a diversified real estate strategy
  • Enduring value in global cities
  • Weak outlook for the UK real estate sector

Venues

Belfast

Tuesday 4th December
Registration and late lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Birmingham

Tuesday 27th November
Registration and lunch: 14:00 - 14.30
Presentation: 14.30 - 16.15

Bristol

Thursday 22nd November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Cardiff

Thursday 22nd November
Registration and lunch: 13:30 - 14.00
Presentation: 14.00 - 15.45

Exeter

Wednesday 21st November
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Glasgow

Thursday 29th November
Registration and afternoon tea: 15.00 - 15.30
Presentation: 15.30 - 17.15

Harrogate

Wednesday 28th November
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Horsham

Tuesday 20th November
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Knutsford

Wednesday 28th November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

London

Wednesday 5th December
Registration and afternoon tea: 15.00 - 15.30
Presentation: 15.30 - 17.15

Newcastle

Thursday 29th November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Newmarket

Tuesday 27th November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Southampton

Tuesday 20th November
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Speakers

Click on a company logo to find out more.

BlackRock Presentation Synopsis

Navigating Emerging Markets Turbulence

Rising macro uncertainty, higher interest rates and a strengthening US dollar have led to a modest tightening of global financial conditions. This has laid bare vulnerabilities that had, until recently been masked by plentiful global liquidity. Countries reliant on external borrowing to fund growth and large current account deficits—such as Turkey and Argentina—have suffered the most. Yet it is worth noting both Turkey and Argentina are relative outliers within the emerging market (EM) world. Many other EM countries, especially in Asia, appear healthier with improving current account balances. And structural reforms in countries such as China and India are likely to put economies on the path to more sustainable, long-term growth, in our view.

In this session we will cover the commonly-held myths surrounding the EM investment landscape, understand the nuances within the asset classes and looking ahead why we believe current valuations and strong earnings growth offer investors an attractive entry point.

Learning Objectives:

  • Address common myths surrounding emerging markets
  • Provide a rounded understanding of the nuances of investing in emerging markets
  • What’s the outlook?

Regina Zaliliva

Associate

Regina Zalilova, CFA, Associate, is a Product Strategist in the Fundamental Active Equities (FAE) division focusing on Global Emerging Markets (GEM) and Asia. She is based in London and represents the GEM & Asia fundamental active equities team and franchise with investors in order to drive asset growth and deliver best client service.

Prior to moving into her current role in 2016, she was an ETF Equity Product / Investment Strategist in iShares. She was responsible for producing investment content and analysis for clients to gain an in-depth understanding of iShares vs. competitor ETPs in the global landscape and other delta-one instruments.

Regina holds an MSc in Finance from Imperial College London (Degree with Merit, 2011), a BSc in Economics and Finance from London School of Economics (First Class Honours, 2010) and a BSc in Economics from National Research University - Higher School of Economics in Russia (First Class Honours, 2010).


Susan Rohe

Vice President

Susan Rohe is responsible for delivering presentations across the UK and Ireland. She is responsible for events such as the Personal Finance Society's roadshows, Connect 4, the Power of Three and other similar seminars. Susan is also responsible for a series of nominated strategic relationships with UK Retail partnerships. Interactions include but not be limited to the executive team, marketing and sales within the relevant organizations.

Susan joined BlackRock in 2008 and has been covering the Merrill Edge business for the past 5 years. Prior to that, Susan was an IMA for Merrill Lynch covering Philadelphia, Philadelphia Main-line, South Jersey, Delaware and Washington DC.

Susan is a graduate of CUNY Hunter College and holds the CIMA designation.

J.P. Morgan Asset Management Presentation Synopsis

UK Equities – The countdown to Brexit

As the UK continues on its path towards life outside Europe, Andrew Robbens shares his views on what this means for the UK economy. He explores his belief that UK equities remain an attractive asset class and outlines how investors can take advantage of the current situation by exploiting both the potential positive and negative outcomes for UK listed companies.

Learning Objectives:

  • Provide an overview of the current backdrop to the UK economy and explore what this means for UK companies
  • Explain why UK equities should not be ignored and unloved by investors
  • Describe ways of delivering returns by investing in those companies that will benefit from the outcome, as well as those that will face headwinds

Andrew Robbens

Executive Director, Investment Specialist

Andrew Robbens, Executive Director, is an investment specialist in the J.P. Morgan Asset Management International Equity Group. An employee since 2016, Andrew was previously an investment specialist in the Real Estate Division at Schroders. Prior to this he had worked in various functions within Schroders, including establishing its Dubai office. Prior to Schroders, he held positions at Deansgate Associates, Fidelity, Mercury Asset Management and Clerical Medical. Andrew obtained a M.A. in Chemistry from the University of Oxford and holds the IMC.

Schroders Presentation Synopsis

Global Cities

Urbanisation will continue to drive both businesses and people to cities, we see no disruption of this trend. Global Cities are where economic growth is the strongest and therefore provide the environment for both income and capital growth. A real asset portfolio invested in the world’s strongest cities and diversified across sub sectors, will provide investors with enduring value. The fund does not change its investment strategy based on macro events such as Brexit, trade wars or interest rate predictions. The investment process is heavily reliant on data, three key databases quantify which markets and companies the team focus on.

Learning Objectives:

  • Importance of a diversified real estate strategy
  • Enduring value in global cities
  • Weak outlook for the UK real estate sector

Tom Walker

Co-Head of Global Real Estate Securities

Tom Walker is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of Schroder Global Cities Real Estate, Schroder ISF Global Cities Real Estate, Schroder Global Cities Real Estate Income and Schroder ISF Asia Pacific Cities Real Estate. He joined Schroders in 2014 and is based in London.
Tom was Deputy Head of Global Listed Real Estate at AMP Capital from 2005 to 2014. This involved being responsible for investment, team management and client relationships.

He was in the Valuation, Funds Management, Advisory departments at Jones Lang LaSalle from 1999 to 2005, located in both London and Sydney. Qualifications: Graduate Diploma in Real Estate from London South Bank University; MRICS; BA in Politics from University of Newcastle Upon Tyne.

Hugo Machin

Co-Head of Global Real Estate Securities

Hugo Machin is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of Schroder Global Cities Real Estate, Schroder ISF Global Cities Real Estate, Schroder Global Cities Real Estate Income and Schroder ISF Asia Pacific Cities Real Estate funds.

He joined Schroders in 2014 and is based in London.

Hugo was the Head of European Listed Real Estate at AMP Capital from 2006 to 2014, which involved setting up the London office for the AMP Global Property Securities Fund.

He was an LPTs analyst at ING Investment Management, Sydney from 2002 to 2006. This involved researching listed Australian and Asian property stocks.

He was an Assistant Fund Manager at Welcome Trust from 1999 to 2002, which involved being responsible for the commercial property portfolio.

Qualifications: Diploma in Cross Border Valuation from Oxford Said Business School; MSc in Real Estate Finance and Investment from Reading University; BA in English Literature from Durham University.

Stuart Podmore

Investment Propositions Director

Stuart Podmore is the Investment Propositions Director at Schroders. He joined Schroders in 2015 and is based in London.

Stuart was the Head of UK Strategic Alliances and Client Portfolio Manager, Fixed Income at JPMorgan Asset Management from 2006 to 2015, UK Retail Sales Team and subsequently Fixed Income Product Manager.

He was a Head of Campaign Management at Barclays from 1997 to 2006, which involved Marketing Communications with Private Clients, International and Stockbrokers.

He was an Army Officer, Royal Regiment of Artillery at HM Forces, Army from 1991 to 1997, which involved leading a troop of soldiers as a Forward Observation Officer.

Qualifications: CAIA Charterholder; IMC in Investment Management from CFA Society of the UK; Post Graduate Diploma in Marketing from Chartered Institute of Marketing; BSc in Financial Services from University of Manchester, Chartered Institute of Bankers; BA in English Language and Literature from University of Manchester.

Roland Jones

Roland has worked for Schroders as a regional sales manager since 1995 and is now head of intermediary sales, covering asset manager and discretionary sales in the South and Midlands. Prior to that he worked for Old Mutual and HSBC in similar roles.

Companies

BlackRock

Why BlackRock ®

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of September 30, 2018, the firm managed approximately $6.44 trillion in assets on behalf of investors worldwide.


J.P. Morgan Asset Management

At J.P. Morgan Asset Management, we have over 150 years' experience managing money on behalf of clients around the world. Our global reach, with presence in more than 40 countries, brings expertise in every major asset class, including equities, bonds, property and commodities. This allows us to offer a diverse choice of strategies to meet a wide range of investor needs.

Source: J.P. Morgan Asset Management as at September 2018.

For more information visit www.jpmorgan.com.


Schroders

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfill their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £449.4 billion (€508.2 billion/$593.3 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,900 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Explore our interactive timeline to see how we’ve been shaping financial futures since our very beginnings.

*as at 30 June 2018

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 By registering for this event you consent for your contact information to be shared with BlackRock Investment Management (UK) Limited, J.P. Morgan Asset Management and Schroder Unit Trusts Limited.

Contact

If you have any questions regarding this event, please email info@thepowerof3roadshow.com.