For Professional Clients and Qualified Investors Only - Not open to members of the media
Join BlackRock, J.P. Morgan Asset Management and Schroders for the next virtual Power of 3 event, taking place on Wednesday 24 May 2023 from 10.00am. You will have the opportunity to gain insights from leading portfolio managers on a range of relevant topics for your clients.
Delegates participating in the accredited Power of 3 roadshow can claim up to 1 hour and 35 minutes of CPD*.
| 10.00am | Introduction |
| 10.05am | Schroders |
| 10.25am | Q&A with Schroders speakers |
| 10.30am | Introduction by J.P. Morgan Asset Management |
| 10.35am | J.P. Morgan Asset Management |
| 10.55am | Q&A with J.P. Morgan Asset Management speakers |
| 11.00am | Introduction by BlackRock |
| 11.05am |
BlackRock |
| 11.25am | Q&A with BlackRock speakers |
Click on a company logo to find out more.
Equities can be volatile, but may be highly rewarding for investors. To maximise their chances of success, investors are aware they need to take a long-term view, however, most mutual funds available to them are focussed on short-term relative outcomes. In this session, Alister will draw on his 25 years' experience to outline an alternative. He will discuss his approach to long-only equity investing and highlight what he believes is the biggest alpha opportunity available to equity investors and where he has conviction in today's rapidly changing market.
Learning objectives:
Alister is head of BlackRock's Strategic Equity Team within the Fundamental Equity division of BlackRock's Portfolio Management Group. He is a founder and co-manager of both the BlackRock Strategic Equity Hedge Fund and the BlackRock Global Unconstrained Equity Strategy.
James heads the UK Adviser Sales team responsible for sales and relationships with the IFA community across the UK. Within this capacity he looks after the EMEA Fund research for Morningstar and FE. He is Relationship Manager for Wales and a number of smaller discretionary clients in the South of England.
James' service with the firm dates back to 2006, including his time with Merrill Lynch Investment Managers (MLIM). He has been working within the UK Retail Sales team since October of 2007. Prior to his time at BlackRock he worked with the Allied Irish Bank in London and Lloyds TSB Private Banking. He holds the Investment Management Certificate.
Join Francesco Conte, the lead portfolio manager of the JPM Climate Change Solutions Fund, as he describes the outlook for investors as the world moves towards a net zero carbon future. Technology, regulations and changing consumer appetites are spurring a wave of capital entering into the space of climate change solutions. Francesco will touch on the opportunity for companies against this backdrop and where we are finding them.
Learning objectives:
An employee since 1998, Francesco was previously the lead analyst within the Italian Equities Team at Schroder Securities. Francesco obtained a BSc in Economics from the London School of Economics and Political Science.
Camilla McKane, Managing Director, is a senior client advisor in the UK Funds Sales team a role she has held since November 2018. She is responsible for ensuring the firm maintains and develops strong relationships with a select number of strategic partners in the UK intermediary market. Previously she was a client advisor in the Global Liquidity Group covering a portfolio of corporate clients in the UK & Ireland.
Camilla started her career in the industry in 2001 at Wellington Management and joined the firm in September 2014 from Bank of America Merrill Lynch where she held a variety of positions and most recently as a Senior Sales Director responsible for the short-term investment business in the region. Camilla holds a B.A. in Law from Durham University and has completed the IMC.
What does the current volatile market landscape mean for our portfolios and what can we do to protect returns?
Learning objectives:
Phil joined Schroders in 2003 and is a Fund Manager and Head of UK Multi-Asset. He is also a Member of the Duration and Equity risk premia teams of the Strategic Investment Group Multi-Asset (SIGMA). Phil initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. He transferred to the Multi-Asset team in 2009. Phil is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the University of Oxford.
Roland has worked for Schroders as a regional sales manager since 1995, covering asset manager and discretionary sales in the South and Midlands. Since 2015, he has headed up the team servicing both advisory and discretionary clients in the South of England.
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 2023.
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.