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Agenda: Online Conference, 3rd June


Online Event, Wednesday 3rd June, 9:00 am – 2:25 pm

9:00 – 9:30 am: CPD Session – Why Small Companies outperform Large Caps over the long term

Unicorn Asset Management will discuss why smaller companies’ long term outperformance is too big to ignore. Based on academic research the team will explore the investment universe, what characteristics smaller companies exhibit that differ from large caps, the risks and why they offer a premium for long term investors. Finally, where we are in the investment cycle today and the risks and opportunities that lie ahead.

Max Ormiston & Alex Game, Assistant Fund Managers

9:40 – 10:10 am: UK Buffettology Fund Presentation

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. The Fund is managed by Keith Ashworth-Lord who has over 30 years’ experience in equity markets and who will be providing an update on the Fund, recent portfolio activity and current positioning. Winner of the Money Observer Fund Awards 2018 and 2019. Other accolades include: RSMR Rated, 5 Star Morningstar rated, FE Alpha Manager Rated and 5 FE Crown rating.

Keith Ashworth-Lord, Chief Investment Officer

10:20 – 10:50 am: CPD Session – The Benefits of Strategic Bonds


Fraser Hedgley from Nomura will be simplifying the Fixed Income market and explaining how ​the Nomura team are positioning for a new normal, managing risk and capturing mispriced assets. He will be explaining their macro led process and the straightforward ways they are viewing current opportunities to deliver attractive returns, mitigate downside risk and provide a more pragmatic approach to fixed income investing.

Fraser Hedgley, Head of Client Portfolio Managers EMEA

11:00 – 11:30 am: CPD Session – Sustainability & Governance – Investment Fad or Imperative?

Corporate governance, risk and sustainability. Buzz words which are likely to only get more attention in the coming months and years, leaving investors possibly scratching their heads. Dundas Global Investors, managers of the Heriot Global Fund, will look through the noise and assess what companies are doing on a boardroom level and what practises are changing, or not, and the impact on investment returns.

Russell Hogan, Managing Partner & Katie Muir, Partner

11:40 – 12:10 pm: Raynar Flagship Strategy Presentation

Philip Rodrigs, Founder and Portfolio Manager of Raynar Portfolio Management will unveil his proprietary investment approach for his inaugural strategy with Raynar – Flagship. The firm, founded earlier this year, searches high and low for great investments with client focused outcomes at the forefront of their ethos and approach.

Philip Rodrigs, Portfolio Manager

12:20 – 12:50 pm: CPD Session – What are Institutional investors doing in response to the pandemic?

Redington is the largest independent investment consultant in the UK with +£600bn assets under advice. Tara Gillespie will be discussing the key trends from institutional investors in current times, including the opportunities created through the recent market volatility, achieving value for money and contributing to a sustainable global economy.

Tara Gillespie, Senior Vice President

1:00 – 1:30 pm: CPD Session – Investment Trust Masterclass

Investment trusts have been a part of the UK financing landscape for over 150 years, but how has this structure stood the test of time? With over 37 years’ experience in the investment trust space, industry veteran Peter Walls from Unicorn Asset Management will be exploring the structural advantages of Investment Trusts, the risk and rewards that accompany them and the current investment landscape.

Peter Walls, Fund Manager 

1:40 – 2:25pm: CPD Session – Panel Discussion
Uncovering Investment Opportunities For Your Clients

There is no denying the COVID-19 pandemic has changed the way businesses operate and, as a result uncertainty is likely to remain in markets for the foreseeable future, but where can investors find opportunities amidst the panic? Our panel of investment experts will offer their views and answer your questions on which sectors have piqued their interest over the last few weeks.

Panellists: Alan McFarlane – Dundas Global Investors, Peter Walls – Unicorn Asset Management, Gavin Haynes – Fairview Investing


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