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Agenda: Online Conference, 29th July


Online Event, Wednesday 29th July, 9:00 am – 1:05 pm

9:00 – 9:30 am: UK Buffettology Fund

The CFP SDL UK Buffettology Fund is an award-winning, concentrated UK equity fund of 25-35 highly cash generative businesses with sustainable growth potential. Managed by Keith Ashworth-Lord who has over 30 years’ experience in equity markets, the £1.3bn Fund won ‘Best Larger UK Equity Growth Fund 2019’ following on from 4 years in a row as ‘Best Smaller UK Growth Fund’ at the Money Observer Fund Awards. Other accolades include: RSMR Rated, 5 Star Morningstar rated, FE Alpha Rated and 5 FE Crown rating.

Keith Ashworth-Lord, Chief Investment Officer

9:40 – 10:10 am: Nomura Global Dynamic Bond Fund


The  Nomura Global Dynamic Bond Fund has a flexible, “go-anywhere” approach to fixed income investing. The Fund is unconstrained by benchmark allocations, enabling the ability to seek attractive total returns by investing across the full market spectrum.  The Fund has a target yield of 3-5% p.a., alongside the potential for capital growth and is FE Alpha rated, Citywire AA rated and 5 star Morningstar rated.

Fraser Hedgley, Head of Client Portfolio Managers EMEA

10:20 – 10:50 pm: Atlantic House Defined Returns Fund


The Atlantic House Defined Returns Fund invests in a diversified portfolio of 25 to 50 Defined Return Investments, structured around only liquid, developed equity markets. The Fund aims to return 7% to 8% annualised over the medium to long term in positive, sideways and even slightly negative markets. Fund managers Tom May and Dr Russ Bubley have +30 years of industry experience, supported by an expert team of 20.

    Tom May, Chief Investment Officer

11:00 – 11:45 amCPD Session – Panel Discussion
Finding Opportunities in a post-COVID market

As lockdown restrictions ease and we take another step towards the ‘new normal’,  how should investors’ allocations be aligned to face the uncertainties ahead? Our panel of investment experts will offer their views and answer your questions on where investors are currently placing their funds and what a market recovery may look like.

Panellists: Steve Williams – Cormorant Capital, Richard Bonnor-Morris – Rivers Capital Management, Alan McFarlane – Dundas Global Investors

11:55 – 12:25 pm: VT De Lisle America Fund – Live Q&A with US Manager Richard de Lisle

US equity fund manager Richard de Lisle Fund will be hosting a live Q&A, answering questions on why investors should be looking at US small caps now, his current views on US markets and how the VT De Lisle America Fund is positioned in response to the latest news flow. Attendees will also be able to submit questions throughout the duration of the session.

  Richard de Lisle, Fund Manager

12:35 – 1:05 pm: Shenkman High Income Fund

Since 1985, Shenkman Capital has been focused on the High Yield market, earning a reputation as a pioneer in the asset class as well as an early practitioner of credit research analytics. Senior Vice President Bob Kricheff, will be discussing their high quality, conservative investment philosophy with a focus on below-investment grade assets.

    Bob Kricheff, Senior Vice President

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