For Professional Clients Only - Not open to members of the media
We would be delighted if you would join BlackRock, J.P. Morgan Asset Management and Schroders for the next Power of 3 virtual event, taking place on Thursday 21 November from 9.00am. You will have the opportunity to hear insights from leading portfolio managers and investment specialists on a range of relevant topics for your clients.
Delegates participating in the accredited Power of 3 virtual event can claim up to 1 hour 30 minutes of CPD towards the CII / Personal Finance Society member CPD scheme*.
| 9.00am | Introduction |
| 9.05am | Schroders presentation |
| 9.30am | J.P. Morgan Asset Management presentation |
| 9.55am | BlackRock presentation |
| 10.20am | Joint Q&A |
| 10.30am | Event Close |
Click on a company logo to find out more.
Rapidly changing macro narratives have created significant volatility in equities in recent months. However, over the long-term, a huge amount of value is created in public equity markets. To tap into this, investors need to balance the psychological challenges of being mark-to-market with the long-term opportunities for capital growth. An active equity approach that looks through market noise to focus on businesses that can sustain high rates of return for longer than the market appreciates, may be the answer.
Learning objectives:
Alister Hibbert, Managing Director and portfolio manager, is a member of the European Equity team within the Fundamental Active Equity division of BlackRock's Active Equity Group. He has responsibility for continental European portfolio management as lead manager of the BlackRock European Dynamic Fund and the BGF Continental European Equity Fund and is the founder and lead portfolio manager of the BlackRock European Hedge Fund.
Prior to joining Blackrock in 2008, Mr. Hibbert was an investment director with Scottish Widows Investment Partnership from 2005, responsible for continental European portfolios. Mr. Hibbert was a European equity portfolio manager with Oechsle International (2004-2005) and Invesco Perpetual (1996-2004). He began his career with accountants Ernst & Young in 1994.
Mr. Hibbert earned a BSc in Economics from the University of Bristol in 1992.
James is responsible for sales and relationships with the UK Wealth & Advisory community and covers London. Within this capacity he looks after Rating & fund research consultancies and Advisory consolidators. James' service with the firm dates back to 2006, including his time with Merrill Lynch Investment Managers (MLIM). Prior to his time at BlackRock he worked with the Allied Irish Bank in London and Lloyds TSB Private Banking. He is a Chartered Alternatives Investment Analyst and holds the Investment Management Certificate.
Join Omar Negyal, lead PM for JPM Emerging Markets Income Fund, as he discusses how investing in this dynamic asset class, with a focus on companies delivering income plus growth, results in a quality value exposure and a diversified income stream. With dividends serving as a proxy for corporate governance, understand how a changing corporate lifecycle has seen new dividend paying opportunities in China and Korea expand the investment universe.
Learning objectives:
Omar Negyal, managing director, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Income and Total Emerging Markets strategies within the EMAP Equities team, based in London. An employee since 2012, Omar previously worked at HSBC Global Asset Management (2009-2012), Lansdowne Partners (2006-2009) and F&C Asset Management (1998-2005). Omar has an M.A. and an M.Eng. in Chemical Engineering from the University of Cambridge and is a CFA Charterholder.
Rob Maltby, Executive Director, is a Head of Regions for UK Funds at J.P. Morgan Asset Management. He joined J.P. Morgan Asset Management in 2014 from M&G Investments. Rob has been in the Financial Services industry since 1999 in Life & Pensions and Asset Management. He is a Chartered Financial Planner and is Chartered MCSI.
Albert Einstein is said to have defined insanity as doing the same thing over and over again and expecting different results.
Oaktree’s Howard Marks recently opined that a related definition in investment would be doing the same thing in a different environment and expecting the same outcome.
Traditional Multi-Asset investing thrived in the post-GFC regime, driven by low inflation and low interest rates. In the post-covid era of higher inflation and higher rates, these same investment strategies have become unreliable performers, often failing to deliver real returns to investors.
We intend to explore the reasons why, and make the case for a differentiated approach.
Learning objectives:
Robin heads the Multi-Manager team at Schroders, having joined Cazenove Capital Management in 2007. Prior to becoming a fund manager at Cazenove he was a multi-manager analyst at both Gartmore Investment and Insight Investment Management. Robin has over 24 years of investment experience.
John works strategically with financial advisers and wealth managers across the South-East covering the full Schroders investment solutions and fund range. He joined Schroders in 2009 and has over 14 years’ investment experience. John was a Business Development Manager from 2015 to 2016, which involved supporting family offices and Wealth Managers in the Middle East, based in the Dubai office. He was a Client Executive from 2012 to 2014, working alongside institutional clients mainly supporting DB Pension Funds. John holds a BSc from Loughborough University.
The live event will be taking place here at 9am. If you have not previously registered and require a password, please email info@thepowerof3roadshow.com.
For Professional Clients Only - Not open to members of the media
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
For additional information on BlackRock, please visit www.blackrock.com
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 20 March 2024.
For more information visit www.jpmorgan.co.uk
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
For more information visit www.schroders.com
If you have any questions regarding this event, please email info@thepowerof3roadshow.com.